Bloomberg评特斯拉飞行Roadster：马斯克合并SpaceX的叙事铺垫
Tesla Reveals Flying Roadster Built With SpaceX Tech
50% ON THE COMPANY'S BOND STATEMENT. DAVID: FOR MORE ON TESLA'S ROADSTER REVEAL, WELCOME TO BLOOMBERG MANAGING EDITOR. IT IS GREAT TO SEE YOU. I'M CURIOUS WHAT YOU MADE OF THE SPECTACLE THAT WE SAW LAST NIGHT. I QUOTE FROM ELON MUSK, YOU'RE GOING TO SEE THE RESULTS OF WHAT HAPPENS WHEN YOU HAVE A COLLABORATION WITH THE WORLD'S BEST CAR COMPANY AND THE WORLD'S BEST ROCKET COMPANY. WHAT SHOULD I READ INTO THAT, IF ANYTHING?
公司债券声明的50%。大卫：关于特斯拉Roadster的揭幕，欢迎收看彭博社主编。很高兴见到你。我很好奇你对昨晚那场盛会的看法。我引用埃隆·马斯克的话说：“你们将看到当世界最佳汽车公司与世界最佳火箭公司合作时所产生的结果。”如果有什么值得解读的地方，我应该怎么理解？
IT WAS VERY COOL, ALMOST ENTIRELY IMPRACTICAL. IF YOU DO HAVE AN ABILITY TO INTRODUCE DOWNFORCE ON A CAR, ABLE TO CORNER THE WAY AN F1 VEHICLE WOULD, THAT COULD BE NEAT. I HAVE SOME QUESTIONS OVER WHETHER THIS WILL ACTUALLY COME TO MARKET. THEY SHOWED A SECOND GENERATION ROADSTER NINE YEARS AGO NEXT MONTH THAT NEVER CAME TO PASS. THIS IS ONLY SUPPOSED TO GO INTO PRODUCTION IN 2028. SO I THINK THIS WAS AS MUCH, AS ANYTHING, DEMONSTRATION OF JUST HOW CLOSE TESLA AND SPACEX ARE GETTING AND MORE FODDER FOR MUSK TRYING TO JUSTIFY COMBINING THOSE TWO.
这非常酷，但几乎完全不切实际。如果你有能力为汽车引入下压力，使其像F1赛车那样过弯，那确实很酷。但我对这款车型是否真的会上市持有一些疑问。他们九年前展示的下一代Roadster直到下个月都未能实现量产。这款车据说要到2028年才会投入生产。所以我认为，这在很大程度上展示了特斯拉和SpaceX之间日益紧密的关系，也为马斯克试图证明合并这两家公司提供了更多理由。
DANI: I'M NOT SURE WHAT THE TICKET FINE WOULD BE IF YOU DID A FLIP IN THE MIDDLE OF THE STREET. I'M NOT SURE HOW POLICE WOULD TREAT THAT INCIDENT. A POSSIBLE COMBINED COMPANY. WHAT WOULD BE STOPPING THEM? IT SEEMS TO BE SOMETHING THAT IS TYPICALLY GREETED WITH ENTHUSIASM FROM INVESTORS? CRAIG: MUSK, TO HIS CREDIT, HAS BUILT A LOT OF THAT OVER THE YEARS DESPITE STAGING PRODUCT AND FEELINGS AND NOT FOLLOWING THROUGH ON THEM.
丹尼：我不确定如果在街道中间做翻滚动作会被罚多少款。我也不确定警方会如何处理此类事件。一家可能的合并公司。什么在阻碍他们呢？这似乎通常是投资者热情欢迎的事情？克雷格：必须承认，马斯克多年来尽管发布产品概念、引发期待却未能兑现承诺，但他还是建立了大量的支持基础。
I THINK THIS IS ABSOLUTELY A CASE WHERE THE SHAREHOLDER BASE FOR BOTH OF THESE COMPANIES IS QUITE MUSK-ALIGNED. THAT'S WORKING IN HIS FAVOR. I THINK THERE WILL BE SOME COMPLICATIONS HERE. IN IF YOU THINK ABOUT WHERE TESLA IS AND WHERE THEY'RE MOST IMPORTANT OPERATIONS ARE, THEY HAVE A HUGE PRESENCE IN CHINA AND SPACEX, YOU HAVE A U.S. -DEFENSE CONTRACTOR WITH A PRODUCT IN STARLINK THAT PROBABLY WOULDN'T BE WELCOMED IN CHINA.
我认为这是一个绝对的案例，两家公司的股东基础都与马斯克高度一致。这对他是有利的。我认为这里会有一些复杂情况。如果你想想特斯拉的现状以及它们最重要的运营所在地，它们在中国拥有巨大的影响力；而SpaceX是一家美国国防承包商，其Starlink产品可能不会受到中国的欢迎。
HAS NOT TO DATE. WILL CHINA BE A POTENTIAL STUMBLING BLOCK FOR PUTTING THESE TWO COMPANIES TOGETHER IS THE BIG QUESTION. MATT: WHAT ABOUT THE FLYING CAPABILITY? IF I DON'T PAY FOR THAT UPGRADE? THE ROADSTER, HOW IMPORTANT IS THIS TO TESLA'S BOTTOM LINE? IT HAS BEEN IN THE MAKINGS FOR A LONG TIME. CRAIG: NOT VERY. THERE IS A NARRATIVE VIOLATION WHERE WE'VE HEARD MUSK FOR YEARS TALK ABOUT THE FUTURE IS SELF-DRIVING. IT DOESN'T MAKE SENSE TO BRING OUT NEW CARS WHEN ALL WE ARE GOING TO NEED IS THE CYBER CAB BECAUSE DRIVERLESS IS HERE AND THE CARS WILL TAKE YOU WHERE YOU NEED TO GO.
迄今为止还没有。中国是否会成为将这两家公司合并的潜在绊脚石，这是个大问题。马特：飞行功能呢？如果我不支付该升级费用呢？Roadster对特斯拉的底线有多重要？它已经酝酿很久了。克雷格：不太重要。存在一种叙事上的矛盾，我们多年来一直听马斯克谈论未来是自动驾驶的。当我们只需要Cybercab时，因为无人驾驶已经到来，汽车会将你带到你需要去的地方，此时推出新车是没有意义的。
THERE IS A BIG CONTRADICTION BETWEEN THAT MESSAGING THAT WE'VE HEARD NOW FOR SOME TIME
与我们近期听到的这些信息之间存在巨大的矛盾
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力