马斯克的小麻烦与特斯拉的大麻烦 | 日理

进入2024年，特斯拉在美国七巨头中开始掉队了。市值本来就最小，又跌得最多。上个月的市值损失了约25%，目前仅剩不到6000亿美元。

马斯克本人也遇到了小麻烦。周二，特拉华州的法院宣布，马斯克560亿美元的薪酬方案无效。这是美国上市公司首席执行官有史以来最大的薪酬方案。福布斯马上下调了他的个人身家，目前约1845亿美元，将全球首富的位置，让给了奢侈品集团LVMH的缔造者伯纳德·阿诺特（Bernard Arnault）。

法官的裁决理由是，马斯克“与代表特斯拉进行谈判的董事关系密切，并主导了导致董事会批准他的薪酬计划的过程”。相当于说他找了一帮托儿，给自己安排了这么一笔激励。《华尔街日报》梳理了马斯克和他在特斯拉与SpaceX的董事会的朋友们，他们有钱一起赚，还被指名道姓地曝光有毒一起吸。

马斯克和他的董事会朋友圈

目前，马斯克持有特斯拉13%的股票，他表示，这样子很难让他安心带领特斯拉成为人工智能和机器人领域的领导者。他想要25%，足够有影响力，又不至于让自己无法被推翻。他在自家的社交媒体平台X上威胁，否则他更愿意在特斯拉之外生产产品，独自追求人工智能项目。

这意味着木头姐看中的自动驾驶，还有最近大热的人型机器人，都可能从特斯拉剥离出来。只有电动车的特斯拉，已经连比亚迪都打不过，去年四季度纯电销量已被后者超越。比亚迪的市值仅为特斯拉的九分之一。

马斯克正在逼宫，威胁将这家电动汽车制造商的注册地，从特拉华州转移到德克萨斯州。他建议他的1.7亿粉丝，“永远不要在特拉华州注册公司”，并发起投票，结果有110万人参与，大多数人(87.1%)赞成特斯拉搬迁。马斯克表示将“举行股东投票”。

特斯拉的麻烦最终可能在特拉华州解决。加州大学洛杉矶分校(UCLA)的法学教授吉姆•帕克(Jim Park)表示，(这项裁决)肯定会被上诉，而且有可能被推翻或采取不同的补救措施。“也许最高法院会担心，这一决定会给商界带来负面信息。”还有一种可能性是，特斯拉可以通过更严格的程序，为马斯克提供另一份薪酬方案，以经得起当地法律的审查。

Temu出海，美国砸钱，30亿美元广告费换5700万活跃用户

Meta的广告收入大增，有中国电商企业出海的贡献。Temu与Shein是它的两大客户。

其中，拼多多在美国运营的Temu，去年营销花费了30亿美元，仅在Meta上就支付了12亿美元的广告费。它的活跃用户数从2023年年初的约1300万，上升至目前至少7000万。平均每个活跃用户，约53美元。拼多多尚未公布Temu的财务业绩明细。相比之下，谷歌及其母公司一个季度就花掉了140亿美元用于获取流量，约占其总收入的16%。

在美国，Temu正初步赚到了吆喝，开始被人与亚马逊、沃尔玛和塔吉特一同比较。不过，它目前仅获得了美国电子商务市场份额的1%，相比之下，亚马逊仍占美国市场份额的40%。此外，据Similarweb统计，Temu流量广告的转化率开始下降。

Temu美国市场广告转化率低位下降

说明：主要来自桌面广告，而非移动网页。指来自广告渠道且最终形成订单的访问量的占比。

“30年来最好” 的这些创业机会

一位名叫格雷格·伊森伯格（Greg Isenberg）的美国创业者，认为目前是30年来最好的创业时机，他推荐了21个创业机会，我们认可了其中的15个。如下：

1. 购买重组不良风投资产。重组它们，并为团队提供未来的红利，将它们变成利润机器。

2. AI+下岗记者编辑。过去 12 个月内，从《康泰纳仕》到《华盛顿邮报》，已有 20,000 多名媒体员工被解雇。如何利用这些人才建立一家可以盈利的、由人工智能驱动且社区优先的新媒体公司？

3. 苹果Vision Pro应用商店开发者。未来 12 个月内苹果公司将售出 40 万台设备。有些人说它看起来像一个笑话，可是等着瞧吧。赶紧成为第一批为该应用程序商店创建独特app的人！

4. 软件 Figma 化。将软件从单人使用转变为多人使用和协作，是整整一代人的机会。未来的软件会越来越像Arc、Figma等。

5. SaaS新商业模式。人们已经厌倦了 Saas 订阅。一次性付款或按任务付费 SaaS 正在变成常态。

6. 老年科技。婴儿潮一代正在退休。这一代人可能是享受服务最少的一代人。可以为他们打造的东西可太多了。

7. GPT商店。有史以来增长最快的产品刚刚推出了应用商店，这是名副其实的下一个苹果应用商店！

8. 每个人都可以有个智能代理。找一个代理，找一个代理，找一个代理。谁将成为智能代理的的奥普拉？

9. ChatGPT的解绑。ChatGPT 没法满足每个人方方面面的需求。就像Craigslist、Reddit 等产品的解绑一样，ChatGPT也将如此。比方说，为X量身打造的ChatGPT。

10. 世代品牌。几乎一半的 Z 世代不信仰宗教。基于社区的品牌的崛起。这是打造和Z世代产生共鸣的产品的机会。

11. Z世代产品。Z 世代的幸福感、满足感、稳定性和安全感处于历史最低水平。我们如何构建产品、服务来帮助他们？

12. 瓜分谷歌流量。因为人工智能，谷歌正在被彻底重写。数十亿的访问量可供争夺。人们称之为“SEO 2.0”。

13. 隐私优先的初创公司。是的，大多数人更关心的是便利性，但隐私运动正在兴起。遭受黑客攻击和网络钓鱼的人越多，他们就越关心自己的隐私和安全。

14. 短视频商店。社交销售、直播销售在兴起。

15. 组合创业。互联网业务组合，而不是一项互联网业务。买入小型盈利企业以帮扩大规模。最好从客户那里产生收购资金。

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