"Unbelievably stupid."
"Fuel cell = fool."
"You can't see hydrogen used in cars."
Whenever someone proposes that hydrogen energy may replace battery energy and become the mainstream power of new energy, Musk will always express a contemptuous attitude.
WANG Chuanfu, chairman of BYD, agrees with Musk's views very much, and even directly summarizes hydrogen energy as "crooked wind and evil gas".
Is lithium battery really the "right answer" for new energy vehicles? Is there really no need to try hydrogen vehicles? Musk has repeatedly "warned" his peers not to try hydrogen energy, what is the purpose?
Are electric cars really environmentally friendly? Expert: Don't make a fuss, this is self-deception
What is the purpose of the emergence of electric vehicles?
To put it bluntly, whether it is speed, strength, or driving experience, electric vehicles are not the opponents of fuel vehicles, so why can new energy vehicles still develop?
Electric vehicles play the emotional card - the use of green power, in response to energy conservation and emission reduction.
Unfortunately, electric cars are not "green" at all.
Although the continent's total power generation ranks first in the world, 80% of it uses thermal power generation, basically either on burning charcoal or relying on natural gas.
Wind power? Solar power? These new energy supply lighting is still barely surviving, and it is simply unrealistic to drive so many cars on the road.
So the question is, cars powered by carbon-burning power generation, to advertise themselves as "clean energy", is this not a hooligan?
Electric vehicle manufacturers say "electric vehicles have no exhaust", they throw the "black pot" of pollution and emissions to the power plant, and they are at ease by selling carbon credits and making a lot of money, is this reasonable?
Don't electric vehicle manufacturers know? Doesn't Musk know? It's just pretending to be confused.
Waste of resources, polluting the environment, electric vehicles really have a future?
Nickel and lithium are recyclable resources, but the current recovery rate is extremely low, why? Because it's not a good deal.
There are too many specifications, models, and material types, resulting in complex recycling procedures and too high costs. Recycling an old battery costs about the same as building a new one, or even more, so who wants to recycle a battery?
At present, there are 200,000 tons of lithium batteries to be recycled worldwide, but the current recovery of only 20,000 tons of batteries, that is to say, 180,000 tons of batteries "disappeared", most of these batteries are mixed in ordinary garbage and buried, the power batteries developed to protect the environment have become the "killer" that destroys the environment, is this reasonable?
Under the blessing of the "demon nickel incident", the global nickel price soared, doubling in two days. In two years, the price of lithium has increased 10 times to 50 trillion tons. According to this form of development, the future price of lithium and nickel to catch up with oil, it is not impossible.
Is such an electric vehicle really the "correct answer" for new energy vehicles? A shrewd businessman, a man with the vision to send humans to Mars, will not be able to see through this, so why is Musk so repulsive to the development of hydrogen energy? In fact, "worrying about the country and the people is false, and lust for profit is true", Musk's every step is hidden in selfishness.
"Take over" Tesla, Musk "take advantage of the fire"
The richest man, Musk, has nine companies under his name, eight of which are losing money, and the only one who is really profitable is Tesla. But many people don't know that this money-making company is still "adopted" by Musk.
Musk sold PayPal stake that year and took $1.5 billion. I am constantly trying to find the next "leek field". At this time, Tesla was too poor to open the pot, and halfway through research and development, the factory stopped working. Founders Aberhard and Tapennin approached Musk and hoped that the old horse would throw some money.
Musk heard that this is a good project and must be invested. But Musk made a demand that he must be the chairman of the board, and that all the company's final decisions should be owned by himself. This is obviously a "robbery", but Tesla, which is close to bankruptcy, has no other way to choose, and can only let Musk take office.
In fact, at that time, the industry was generally not optimistic about electric vehicles, high cost, poor endurance, weak power, these are the problems that electric vehicles have not solved. GM has developed an electric vehicle called the EV-1. As a result, only a few thousand units of the car were produced, and it was forced to stop production.
Even companies like GM can't succeed, which directly dissuades many companies. When many people heard that Musk was going to invest in electric cars, everyone thought that Musk was a "big smart" who was stupid and had a lot of money, and they were waiting to see Musk's jokes.
Musk wants to "tell a story" to capital
Does Musk really think selling electric cars can make money? Not necessarily. There are more than one company trying electric vehicles, and none of them can be sure that electric vehicles can make money, where does Musk have confidence?
But building a car doesn't make money, doesn't mean that the business can't be done. Musk wants to tell a story, a story of "overturning traditional energy with power batteries", a story about "protecting the environment, saving energy and reducing emissions".
As long as this story is told well enough, "capital" will definitely pay the bill, and Musk is best at storytelling.
But if you want this story to be good enough, you have to have some elements.
Losing money also has to sell cars, which is the capital of storytelling
If the car can't be sold, the story is told in vain no matter how wonderful it is.
Selling cars is not an easy task for Tesla. Because Tesla was almost selling one at a loss.
Tesla's first car, the Tesla Roadster, was originally expected to cost $70,000, but the actual cost came to $120,000. That led Musk to have to raise the price from $100,000 to $110,000, and even then, Tesla sold the car at a loss.
Tesla, which originally had a small family foundation, could not afford such a loss, but the car must be sold, and the loss must also be sold, otherwise Musk's investment will really "drift".
Pull people in, official certification, Musk's story is very beautiful
At this time, Musk can only pull people into the partnership, Musk began to tell stories to the capitalists, under Musk's "flickering", Smart took the lead in announcing the acquisition of 10% of Tesla's shares for $70 million, and then Toyota also announced that it would make batteries for Tesla. Musk also plugged in his remaining $60 million. In this way, Tesla's "life" continued.
Then Musk went to tell the story of "energy conservation and emission reduction" to the US official, and then Tesla obtained a low-interest loan of $465 million from the US Department of Energy, which not only gave Musk the funds to continue to sell the car, but also equivalent to giving Tesla an "official certification", which capital began to change its attitude towards Tesla.
Earning $630 million a day, Musk hitched a ride on the Capital Clippers
In 2010, Tesla went public on the NASDAQ. As the first listed pure electric vehicle manufacturing company in the United States, Musk has attracted the attention of a large number of capital. Successfully raised $226 million, Musk successfully made a profit of $630 million on the opening day.
The capital market is the louder the shouting, the more prosperous the business, the first few years are still half dead Tesla instantly became fragrant, Tesla's stock in the stock market is basically constantly being speculated, but still dare to sell someone dares to buy.
The United States is also increasing its investment in Tesla every year. From 2007 to 2018, Tesla received a total of up to $3.5 billion in official subsidies. During the same period, Google received $762 million in subsidies, and Apple only had $693 million, which shows that the United States is officially raising Tesla as a "pro-son".
Tesla, which was expected to be expected by the public, the stock soared all the way. In just 11 years, the market value has soared from $1.7 billion to $1.2 trillion, and Tesla is almost at the center of the dance floor of the "capital party".
Of course, Tesla did not disappoint the capital, except for a small part of which was "put in the pocket" by Musk and shareholders, other money was taken to engage in research and development, car building, and factory building.
Tesla's factories are building more and more, the more cars are sold, the stock price is getting higher and higher, and everyone is watching Tesla grow day by day.
Global automakers follow suit, Musk: I want to laugh
Tesla's success is very attractive to capital, so more and more car manufacturers began to join the electric vehicle camp.
From BYD to Weilai, Ideal, Xiaopeng, to Mercedes-Benz, Audi, BMW, everyone is looking forward to replicating Tesla's "miracle".
This is also in Musk's heart, because the more lively the market, the more excited the capital, in Musk's eyes, these rising stars have never been competitors, but comrades-in-arms, are partners.
Otherwise, why is musk scolding hydrogen energy vehicles, a look of "not wearing the sky", and treating the "friends" who divide the market, Musk is always a kind face.
Musk not only does not attack competitors, but also shares his core technology for free to help friends build cars well. In November 2021, Tesla also announced that it will contribute its own supercharger pile, and other brands of electric vehicles can also be used at will, why does Musk do this?
Musk makes money selling cars? Don't be naïve
Because Musk not only has to play by himself, but also let other manufacturers play together. It's good for Tesla to play together.
On the one hand, the more lively the market is, the heavier the smell of gunpowder, and capital is willing to desperately throw money into it. If only Tesla is left in the market, it proves that the business is almost over.
On the other hand, the addition of friends can also set off the strength of Tesla, a group of people behind the butt every day to chase Tesla, but until now there is no company to catch up, Tesla can and the gold lords bragging "look at me fierce, quickly give me some more money, I can be more fierce."
In contrast, Tesla's "eight cents" from selling cars has become a drizzle.
In the 2020 financial report, we can see that Tesla's net profit is only $721 million, but Tesla made $1.6 billion by selling carbon credits that year. That is to say, if you don't sell carbon credits, Tesla will basically be unable to escape the fate of losing money, which is not counting the various subsidies of the United States.
In the past two years, Tesla has made some money by raising its selling price and self-driving, but compared with stocks, official and capital investments, this money is really nothing.
The era of electric vehicles will eventually pass
Although capitalists are sprinkling joy in the "leek field", there is not much time left for electric vehicles. The problems with electric vehicles indicate that it cannot be the terminal station of new energy. The development of new energy will definitely sail to the next station, even if it is not hydrogen energy, it will be nuclear energy, natural gas and other energy sources.
Many people say that the development of electric vehicles to this day has broken through the joint strangulation of traditional energy and petrochemical enterprises. But in fact, this kind of strangulation does not exist at all, because electric vehicles are not strong enough to cause panic in petrochemical companies, oil prices are still soaring, and gasoline and diesel vehicles are still on the road.
On the contrary, electric vehicle manufacturers can not bear it first, the domestic electric vehicle "applause not seat" sales are more miserable than one, how much is with investment and subsidies in the difficult life.
Started to make money, Tesla could not afford to be hollowed out like this
There may be more than one winner in this game, but the biggest winner is definitely Musk, because Musk has become the world's richest man by selling stocks.
Last year, on November 8, November 9, and November 10, Musk sold shares for three consecutive days, kicking off Musk's cash-out, and in the following months, Musk sold a total of 14.8 million shares, worth more than $15 billion.
Musk took the lead in cashing out, causing Tesla's stock to plummet all the way, Tesla's market value once shrank by more than $200 billion, Musk hollowed out Tesla to fill his wallet, is this to continue to develop Tex's appearance? It's more like pushing Tesla on the road to extinction. 、
At present, Tesla's research on batteries has also stagnated, as early as last year, some people questioned that Tesla batteries have not made progress for a long time after the endurance reaches 800 kilometers, Musk's response is that Tesla has developed a battery that can last 1000 kilometers, but now consumers can't use it, so it will not be mass-produced.
Isn't that fooling consumers? Why is the battery with higher endurance, consumers will not be able to use, R & D to not put into production, then the R & D cost is used to hit the water ticket, since it is not used why do you want to develop it? Many people think that Musk himself has no intention of increasing the energy density of the battery.
As the energy of the battery continues to increase, the technical improvement will bring more costs, but do not underestimate the battery life from 800km to 1000km, research and development expenses to double more than double, for Musk to do so, not only means to invest more costs, but also slow down the profit cycle, may take several years to earn money back, may not wait for the battery to make money, electric vehicles are obsolete.
Musk is just procrastinating
Musk has an absolute right to speak in the era of electric vehicles, but if new energy enters a new era, can Musk still maintain the same right to speak? Not necessarily, at least Musk wasn't prepared for that, so Musk would never allow history to turn the page so quickly.
Japan and South Korea currently have almost mastered most of the world's hydrogen energy patents, if Musk wants to enter hydrogen energy, he can not avoid the fate of obtaining patent licenses, which Musk absolutely cannot stand.
There is blood oozing from every pore of capital, and Musk's words are sometimes moving, but he is a capitalist after all, and we should consider whether these words carry ulterior secrets. (Huo Hao)
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