印度网友讨论：为什么马斯克选择退出印度？
Why did Elon Musk back off from India?
译文简介
QA上印度网友对特斯拉推出印度市场的讨论..
正文翻译
Kanthaswamy Balasubramaniam Follow
Musk and India are like two very stubborn losers who are unable to compete with the best and fight with economic forces
Musk because he is paralyzed by China which now makes Superior Batteries, Superior Autonomous Driving Features and a Superior Transmission plus at 1/3 the price
His Truck couldn't cut it with Ford and those Gasoline Guzzlers
His Low Budget Car is a non starter due to the sheer supply chain hassles. The batteries will be 40% as good as Chinese batteries at the same price
He can't sell in US because frankly US isn't too keen on EVs anymore. US is losing Interest.
It's way too expensive to build charging infrastructure plus the Oil Companies are lobbying ferociously against Musk and Tesla
In Europe the Chinese are rapidly taking over plus the Locals like VW and Audi are plunging big into EVs and the competition is intense
In China, its a matter of time before he sells his Gigafactory to BYD or Chagan or Dongfeng and exits the country
You still have idiots who like Tesla and the ‘Angmo' brand of things (Angmo = White skin) but that's declining by the day
马斯克和印度就像两个非常顽固的失败者，他们无法与最优秀的人竞争，也无法与经济力量抗争。
马斯克是被中国麻痹了，中国现在生产出了优质电池、优质自动驾驶系统和优质变速器，并且价格只有美国产的三分之一。
他的卡车无法与福特和那些“油老虎”抗衡。
由于纯粹的供应链问题，他的低预算电动汽车是不可能成功的。在同样的价格下，他的电池容量仅相当于中国电池的40%。
他不能在美国销售，因为坦率地说，美国不再热衷于电动汽车了。美国正在对电动汽车失去兴趣。
建造充电基础设施成本太高了，而且石油公司正在激烈地游说反对马斯克和特斯拉。
在欧洲，中国人正在迅速接管市场，加上大众和奥迪等本土汽车公司也在大举进军电动汽车，因此那里的竞争非常激烈。
在中国，他把自己的超级工厂卖给比亚迪、长安或东风，然后离开这个国家只是时间问题。
仍然有一些白痴喜欢特斯拉和“Angmo”品牌的东西(Angmo =白皮肤)，但这种人正在一天天减少。
He wants India as a solo market for Tesla
His offer is for GOI to reduce import taxes on Tesla Cars made and imported from Berlin from 100% to 15% for 5 years
In exchange , he plans to invest $ 3 Billion into India to invest in EV Technology in India with a partner
On the other spectrum - the Indians stubbornly want to prove to the world that they can do things without Chinese help
Hence they kowtowed to Apple for the Iphone 15 and proudly built Apple phones in India despite the fact that Apple is playing a long losing game due to sheer lack of innovation against Chinese Brands like Huawei or xiaomi or Vivo which India is squeezing every day
Likewise Indians won't invite BYD and CATL and Nio and Xpeng and have JVs with Indian makers like Tata and Maruti like they did in the 1980s with Japanese brands and formed the basis for Indias near indigenous bike supply chain today
So they prefer decadent, has been big names from the West
And India has NOTHING TO OFFER ANYONE
Our workforce ain't exactly brimming with research brains
他希望印度成为特斯拉的独有市场。
他的提议是政府在5年内将从柏林生产和进口的特斯拉汽车的进口税从100%降低到15%
作为交换，然后他再计划在印度投资30亿美元，与合作伙伴一起投资印度的电动汽车技术。
另一方面，印度人固执地想向世界证明，他们可以在没有中国帮助的情况下做事。
因此，他们在Iphone 15上向苹果磕头，并自豪地在印度生产苹果手机，尽管事实上苹果公司正在玩一场长期的失败游戏，因为它对比华为等中国品牌来说缺乏创新。就像印度每天都在挤压小米或Vivo 一样，印度人不会再像上世纪80年代和日本企业那样，邀请比亚迪、宁德时代、蔚来和小鹏，与塔塔和马鲁蒂等印度制造商建立合资企业，并像形成印度人如今本土掌控自行车供应链一样形成电动汽车制造供应链。所以他们更喜欢混日子，放任市场一直被来自西方的大牌占据，印度没有什么可提供的，我们的员工队伍中也没有足够的研究人才。
His offer is for GOI to reduce import taxes on Tesla Cars made and imported from Berlin from 100% to 15% for 5 years
In exchange , he plans to invest $ 3 Billion into India to invest in EV Technology in India with a partner
On the other spectrum - the Indians stubbornly want to prove to the world that they can do things without Chinese help
Hence they kowtowed to Apple for the Iphone 15 and proudly built Apple phones in India despite the fact that Apple is playing a long losing game due to sheer lack of innovation against Chinese Brands like Huawei or xiaomi or Vivo which India is squeezing every day
Likewise Indians won't invite BYD and CATL and Nio and Xpeng and have JVs with Indian makers like Tata and Maruti like they did in the 1980s with Japanese brands and formed the basis for Indias near indigenous bike supply chain today
So they prefer decadent, has been big names from the West
And India has NOTHING TO OFFER ANYONE
Our workforce ain't exactly brimming with research brains
他希望印度成为特斯拉的独有市场。
他的提议是政府在5年内将从柏林生产和进口的特斯拉汽车的进口税从100%降低到15%
作为交换，然后他再计划在印度投资30亿美元，与合作伙伴一起投资印度的电动汽车技术。
另一方面，印度人固执地想向世界证明，他们可以在没有中国帮助的情况下做事。
因此，他们在Iphone 15上向苹果磕头，并自豪地在印度生产苹果手机，尽管事实上苹果公司正在玩一场长期的失败游戏，因为它对比华为等中国品牌来说缺乏创新。就像印度每天都在挤压小米或Vivo 一样，印度人不会再像上世纪80年代和日本企业那样，邀请比亚迪、宁德时代、蔚来和小鹏，与塔塔和马鲁蒂等印度制造商建立合资企业，并像形成印度人如今本土掌控自行车供应链一样形成电动汽车制造供应链。所以他们更喜欢混日子，放任市场一直被来自西方的大牌占据，印度没有什么可提供的，我们的员工队伍中也没有足够的研究人才。
Tesla is not stupid
They know Indias reputation of moving in on foreign players after a market has been built and taking over by harassing them with taxes and raids
They know India reneges on almost all promises. I don't say that. Wistrom, Cairn Energy, Ford, Harley Davidson and John Deere have all gone on record with the BAD FAITH OF INDIA INC
Likewise India isn't too interested in Tesla Cars
They too aim for Tata or Ambani to seize the Brand in a few years and kick Elon out after taking his money and technology
So it's clear Tesla and India are in bed for all reasons that have nothing to do with economics or market forces
Tesla shareholders dont like this
They want answers from Musk on why his shares lost 40% value and what he plans to do to combat losing sales in US and Europe and China
They want Musk to answer guarantees on what he will do if Tesla angers China who decides finally to stop buying Tesla. We did see the Apple sales plummet in China and a big factor in this was the Mate 60 but also the suspicion that the Iphones sold in China were assembled in India
Two Losers - One terrified of competition and another pumped up with fake nationalism
The result is highly likely to lead to another bungle
特斯拉并不愚蠢。
他们知道印度的名声，印度惯用的手段是在市场建立之后就会收割外国玩家，并通过税收和突袭检查来骚扰它们。
他们知道印度几乎违背了所有的承诺。这话可不是我这么说的，威斯特龙、凯恩能源、福特、哈雷戴维森和约翰迪尔都曾公开指责印度的不诚信。
同样，印度对特斯拉汽车也不太感兴趣。
他们也希望塔塔或安巴尼在几年内夺取这个品牌，然后在拿走埃隆的资金和技术后把他赶出去。
因此，很明显，特斯拉和印度能够勾结在一起的原因与经济或市场力量因素无关。
特斯拉的股东不喜欢这样，他们想从马斯克那里得到答案，为什么他们的股票价值下跌了40%，以及他计划采取什么措施来应对在美国、欧洲和中国的销售损失。
他们希望马斯克做出保证，如果特斯拉激怒了中国，让中国最终决定停止收购特斯拉，他会怎么做。我们确实看到苹果手机在中国的销量暴跌，其中一个重要因素是Mate 60手机的发布，但也有人怀疑在中国销售的iphone是在印度组装的。
两个失败者——一个害怕竞争，另一个充满了虚假的民族主义。
这一结果极有可能导致另一次失败。
They know Indias reputation of moving in on foreign players after a market has been built and taking over by harassing them with taxes and raids
They know India reneges on almost all promises. I don't say that. Wistrom, Cairn Energy, Ford, Harley Davidson and John Deere have all gone on record with the BAD FAITH OF INDIA INC
Likewise India isn't too interested in Tesla Cars
They too aim for Tata or Ambani to seize the Brand in a few years and kick Elon out after taking his money and technology
So it's clear Tesla and India are in bed for all reasons that have nothing to do with economics or market forces
Tesla shareholders dont like this
They want answers from Musk on why his shares lost 40% value and what he plans to do to combat losing sales in US and Europe and China
They want Musk to answer guarantees on what he will do if Tesla angers China who decides finally to stop buying Tesla. We did see the Apple sales plummet in China and a big factor in this was the Mate 60 but also the suspicion that the Iphones sold in China were assembled in India
Two Losers - One terrified of competition and another pumped up with fake nationalism
The result is highly likely to lead to another bungle
特斯拉并不愚蠢。
他们知道印度的名声，印度惯用的手段是在市场建立之后就会收割外国玩家，并通过税收和突袭检查来骚扰它们。
他们知道印度几乎违背了所有的承诺。这话可不是我这么说的，威斯特龙、凯恩能源、福特、哈雷戴维森和约翰迪尔都曾公开指责印度的不诚信。
同样，印度对特斯拉汽车也不太感兴趣。
他们也希望塔塔或安巴尼在几年内夺取这个品牌，然后在拿走埃隆的资金和技术后把他赶出去。
因此，很明显，特斯拉和印度能够勾结在一起的原因与经济或市场力量因素无关。
特斯拉的股东不喜欢这样，他们想从马斯克那里得到答案，为什么他们的股票价值下跌了40%，以及他计划采取什么措施来应对在美国、欧洲和中国的销售损失。
他们希望马斯克做出保证，如果特斯拉激怒了中国，让中国最终决定停止收购特斯拉，他会怎么做。我们确实看到苹果手机在中国的销量暴跌，其中一个重要因素是Mate 60手机的发布，但也有人怀疑在中国销售的iphone是在印度组装的。
两个失败者——一个害怕竞争，另一个充满了虚假的民族主义。
这一结果极有可能导致另一次失败。
Y Mi U Too Follow
Most american companies cant sell in India becos they are all froniter technology.
In india, mass-produced, cheaper alternatives where a lot of technological superiority and innovation is traded off for cheaper builds and easy to sell designs are much more prent. In India, only that approach can work.
India’s people are poor. Most dont even know what the T in Tesla is pronounced like. They beat their shrunken chests for two quarters of the local brandy and a packet of chicken biryani. They sell their own kids for one meal a day for one month. There is so much deprivation here that the news of Musk backing out of India cant even be the plate on these people’s next samosa can be served….
Why do you even want cars and roads?
India’s middle class is so greedy and forkin stupid with their claims
RESERVATIONS?
BULLET TRAINS??
SPACE ROCKETS???
大多数美国公司无法在印度销售产品，因为他们的产品采用的都是前沿技术。
在印度，这里能大量生产更便宜的替代品——拥有大量的技术优势和创新的产品被换成了更便宜的制造和易于销售的设计——变得更为普通。在印度，只有这种方法才能奏效。
印度人民很穷。大多数人甚至不知道Tesla里的T是怎么发音的。他们捶打着干瘪的胸膛，要了两夸脱的本地白兰地和一包鸡肉印度米饭。他们为了一个月的一日一餐而出卖自己的孩子。这里有太多的贫困，马斯克退出印度的消息甚至不能成为这些人下一顿印度咖喱饺的下饭谈资....
你为什么要汽车和道路?
印度的中产阶级是如此贪婪，还有着愚蠢的要求。
预订吗? 子弹头列车? ? 太空火箭? ?
Most american companies cant sell in India becos they are all froniter technology.
In india, mass-produced, cheaper alternatives where a lot of technological superiority and innovation is traded off for cheaper builds and easy to sell designs are much more prent. In India, only that approach can work.
India’s people are poor. Most dont even know what the T in Tesla is pronounced like. They beat their shrunken chests for two quarters of the local brandy and a packet of chicken biryani. They sell their own kids for one meal a day for one month. There is so much deprivation here that the news of Musk backing out of India cant even be the plate on these people’s next samosa can be served….
Why do you even want cars and roads?
India’s middle class is so greedy and forkin stupid with their claims
RESERVATIONS?
BULLET TRAINS??
SPACE ROCKETS???
大多数美国公司无法在印度销售产品，因为他们的产品采用的都是前沿技术。
在印度，这里能大量生产更便宜的替代品——拥有大量的技术优势和创新的产品被换成了更便宜的制造和易于销售的设计——变得更为普通。在印度，只有这种方法才能奏效。
印度人民很穷。大多数人甚至不知道Tesla里的T是怎么发音的。他们捶打着干瘪的胸膛，要了两夸脱的本地白兰地和一包鸡肉印度米饭。他们为了一个月的一日一餐而出卖自己的孩子。这里有太多的贫困，马斯克退出印度的消息甚至不能成为这些人下一顿印度咖喱饺的下饭谈资....
你为什么要汽车和道路?
印度的中产阶级是如此贪婪，还有着愚蠢的要求。
预订吗? 子弹头列车? ? 太空火箭? ?
The white man laughs at you everyday citing how your people sh*tes on the streets!
The chynese man laughs at you everyday citing how his companies are making mincemeat of your gareeb’s hard earned labour money by getting him addicted onto useless tiktok reels and sh*tty asian porn!!! The black man is laughing at your shrunken chests and your stunted children saying how even after you claimed to be richer than Africa your children cant even compete with him in ONE SINGL OLYMPIC MEDAL COMPETITION.
HAHAHAHAHAH! ALL of them are laughing at you, dear gareeb indian non-middle class!!
SAY FORK U to that middle class neighbour of yours who keeps typing on his ipad and eating at WOW MOMOs and farting in your hard earning face that toxic smarmy a*se dumb sh*te that he smokes every single day pandering to ugly high-caste parties like bajapa congress and gutter two cent scummy bosturds.
See your own face in the mirror once and tell me how you have been cast aside for 2 pegs of the local brandy and two kg chicken biryani! You dont need mars! You dont need TESLA!!!
What you need is universa healtcare, SINGLE SEAT FOR YOU BUMPY A*SEHOLE ON THE TRAIN BACK TO YOUR HOMETOWN!!! THREE MEALS A DAY OF HIGH QUALITY PRODUCE SO THAT YOU CAN ATLEAST GROW TALL ENOUGH TO BE CONSIDERED AN ADULT, if not being able to look your African peer at the same eye level !!! TO BE ABLE TO AT LEAST HAVE AN AC, A COMPUTER AND A COLLEGE degree for your kids tomorrow.
These middle class High caste log will defecate you with the same ease that they defecate their vile ideologies in your face!!! DONT FALL FOR THAT FECES, my dear INDIAN for if you do, you shall be forgone!!!!
白人每天嘲笑你们，说你们的人在街上拉屎!
中国人每天都嘲笑你，说他的公司让你们的孩子沉迷于无用的抖音视频和亚洲色情片，糟蹋了你们辛苦赚来的钱!! 黑人嘲笑你们萎缩的胸部和发育不良的孩子，说即使你们声称比非洲更富有，但你们的孩子甚至不能在一场奥运比赛中与他竞争奖牌。
哈哈哈! 所有人都在嘲笑你们，亲爱的印度非中产阶级!
你们的中产阶级邻居一直在ipad上打字，在WOW MOMOs(印度连锁快餐店)中吃饭，对着你辛苦赚钱的脸放屁，他们每天都吸着有毒的谄谀和愚蠢的屎，迎合像印度国大党这样丑陋的高种姓政党和肮脏讨人厌的人渣。
在镜子里看看你们自己的脸，告诉我你们是如何因为两杯当地白兰地和两公斤鸡肉印度饭而被抛弃的! 你们不需要火星! 你们更不需要特斯拉!!
你们需要的是全民医保，给你们这些颠簸的混蛋提供回家乡的火车上的单座!! 一天三餐高质量的农产品，这样你们至少可以长得足够高，被认为是一个成年人，否则你们就不能和你们的非洲同龄人在同一视线水平上!! 明天至少能让你们的孩子拥有一台空调、一台电脑和一个大学学位。
这些中产阶级高种姓的人会像在你们面前排便一样，将他们卑鄙的意识形态轻易地糊到你们脸上!! 亲爱的印度人，不要相信那些粪便，如果你这样做，你终将被抛弃!!!!
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
The chynese man laughs at you everyday citing how his companies are making mincemeat of your gareeb’s hard earned labour money by getting him addicted onto useless tiktok reels and sh*tty asian porn!!! The black man is laughing at your shrunken chests and your stunted children saying how even after you claimed to be richer than Africa your children cant even compete with him in ONE SINGL OLYMPIC MEDAL COMPETITION.
HAHAHAHAHAH! ALL of them are laughing at you, dear gareeb indian non-middle class!!
SAY FORK U to that middle class neighbour of yours who keeps typing on his ipad and eating at WOW MOMOs and farting in your hard earning face that toxic smarmy a*se dumb sh*te that he smokes every single day pandering to ugly high-caste parties like bajapa congress and gutter two cent scummy bosturds.
See your own face in the mirror once and tell me how you have been cast aside for 2 pegs of the local brandy and two kg chicken biryani! You dont need mars! You dont need TESLA!!!
What you need is universa healtcare, SINGLE SEAT FOR YOU BUMPY A*SEHOLE ON THE TRAIN BACK TO YOUR HOMETOWN!!! THREE MEALS A DAY OF HIGH QUALITY PRODUCE SO THAT YOU CAN ATLEAST GROW TALL ENOUGH TO BE CONSIDERED AN ADULT, if not being able to look your African peer at the same eye level !!! TO BE ABLE TO AT LEAST HAVE AN AC, A COMPUTER AND A COLLEGE degree for your kids tomorrow.
These middle class High caste log will defecate you with the same ease that they defecate their vile ideologies in your face!!! DONT FALL FOR THAT FECES, my dear INDIAN for if you do, you shall be forgone!!!!
白人每天嘲笑你们，说你们的人在街上拉屎!
中国人每天都嘲笑你，说他的公司让你们的孩子沉迷于无用的抖音视频和亚洲色情片，糟蹋了你们辛苦赚来的钱!! 黑人嘲笑你们萎缩的胸部和发育不良的孩子，说即使你们声称比非洲更富有，但你们的孩子甚至不能在一场奥运比赛中与他竞争奖牌。
哈哈哈! 所有人都在嘲笑你们，亲爱的印度非中产阶级!
你们的中产阶级邻居一直在ipad上打字，在WOW MOMOs(印度连锁快餐店)中吃饭，对着你辛苦赚钱的脸放屁，他们每天都吸着有毒的谄谀和愚蠢的屎，迎合像印度国大党这样丑陋的高种姓政党和肮脏讨人厌的人渣。
在镜子里看看你们自己的脸，告诉我你们是如何因为两杯当地白兰地和两公斤鸡肉印度饭而被抛弃的! 你们不需要火星! 你们更不需要特斯拉!!
你们需要的是全民医保，给你们这些颠簸的混蛋提供回家乡的火车上的单座!! 一天三餐高质量的农产品，这样你们至少可以长得足够高，被认为是一个成年人，否则你们就不能和你们的非洲同龄人在同一视线水平上!! 明天至少能让你们的孩子拥有一台空调、一台电脑和一个大学学位。
这些中产阶级高种姓的人会像在你们面前排便一样，将他们卑鄙的意识形态轻易地糊到你们脸上!! 亲爱的印度人，不要相信那些粪便，如果你这样做，你终将被抛弃!!!!
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Jamal S.A. Follow
Apart from finding another large market, Elon was looking at the current political climate, as the General election has just started. Though, Modi “guarantees” 400-seats, field reports sent from embassies must have been different. Musk do not want to lose the chance of fruitful discussions on the one who will form the next government. Therefore he has “postponed” his business trip to later this year.
Another reason is the recent indication by Modi on his speech about China. He was positive about working with China in the next term. If Chinese Automakers enters India within next five years, India becomes another tough competition ground for Tesla and Elon may not want that to happen.
除非他能寻找到另一个大市场，埃隆还在关注当前的政治气候，因为大选才刚刚开始。虽然莫迪“保证”会有400个席位，但从大使馆发出的现场报告来看情况肯定是不同的。马斯克不想失去就谁将组建下一届政府进行富有成果的讨论的机会。因此，他将出差“推迟”到今年晚些时候。
另一个原因是莫迪最近关于中国演讲的暗示。他对下一届任期将与中国合作持积极态度。如果中国汽车制造商在未来五年内进入印度，印度将成为特斯拉的另一个艰难竞争地，埃隆可能不希望这种情况发生。
Apart from finding another large market, Elon was looking at the current political climate, as the General election has just started. Though, Modi “guarantees” 400-seats, field reports sent from embassies must have been different. Musk do not want to lose the chance of fruitful discussions on the one who will form the next government. Therefore he has “postponed” his business trip to later this year.
Another reason is the recent indication by Modi on his speech about China. He was positive about working with China in the next term. If Chinese Automakers enters India within next five years, India becomes another tough competition ground for Tesla and Elon may not want that to happen.
除非他能寻找到另一个大市场，埃隆还在关注当前的政治气候，因为大选才刚刚开始。虽然莫迪“保证”会有400个席位，但从大使馆发出的现场报告来看情况肯定是不同的。马斯克不想失去就谁将组建下一届政府进行富有成果的讨论的机会。因此，他将出差“推迟”到今年晚些时候。
另一个原因是莫迪最近关于中国演讲的暗示。他对下一届任期将与中国合作持积极态度。如果中国汽车制造商在未来五年内进入印度，印度将成为特斯拉的另一个艰难竞争地，埃隆可能不希望这种情况发生。
评论翻译
很赞 ( 14 )
收藏
Also one thing….. like musk really thinks Indians can afford a $35000 after cost deductions in India?
还有一件事... 就像马斯克真的认为印度人在扣除成本后能负担得起35000美元?
India is not a monolithic market. There are varying levels of income and wealth, and a lot of Indians are spending many times more than 35000 dollars on their cars. If you go to a city like say, Dibrugarh, with a population barely crossing 150000 residents, you can find dozens of cars worth more than 35000 dollars on the streets. In larger cities, the numbers are much, much higher. And on a pan-India level, that market is large enough to be commercially viable for a 35000 dollar car.
So affordability is not the problem. Quality is. All Indians are not poor.
印度不是一个单一的市场。印度人的收入和财富水平各不相同，许多印度人在汽车上的花费比3.5万美元高出许多倍的费用。如果你去一个人口刚刚超过15万的城市，比如迪布鲁加尔，你会发现街上有几十辆价值超过3.5万美元的汽车。在较大的城市，这个数字更是要高得多。在整个印度的层面上，这个市场足够大，一辆3.5万美元的汽车在商业上是可行的，
所以印度人的负担能力不是问题，汽车质量才是。并非所有印度人都很贫穷。
He is suggesting that we manufacture our own products and build our own brands like China. If your engineers and designers can't even build a bullock cart or horse carriage, buying a foreign brand will not make India a developed nation. China has its own brand called Hongqi and Russia has Aurus to rival Rolls-Royce, Bentley and Maybach in the luxury segment. These are the state cars of China and Russia. Tata owns Jaguar and Land Rover so it can also build a luxury brand. Indians should buy the automobile because of its superior quality and not just patriotism. It will be a proud day for India when our VIPs like the President and the Prime Minister travel in an Indian brand rather than foreign made cars.
他建议我们制造自己的产品，建立自己的品牌，就像中国一样。如果你的工程师和设计师连牛车或马车都造不出来，购买外国品牌不会让印度成为发达国家。中国有自己的品牌红旗，俄罗斯有Aurus，它们都可以在豪华车领域与劳斯莱斯、宾利和迈巴赫竞争，它们分别是中国和俄罗斯的国车。塔塔拥有捷豹和路虎两个品牌，因此它也可以打造一个豪华车品牌。印度人应该买这辆车，是因为它的质量好，而不仅仅是爱国主义。当总统和总理等贵宾乘坐印度品牌汽车而不是外国制造的汽车时，这将是印度值得骄傲的一天。
They will have to carry a generator in the dickey plugged to the butt hole to charge the cars. At the most EVs can compete with autos. They are commute cars. If you turn the AC or heater on it is a airconditioned auto rickshaw. Its range falls down. No business man will buy a car to drive a few hundred miles and park to charge for several hours.
他们将不得不携带一个发电机插在屁股上给汽车充电。电动汽车只能勉强与燃油汽车竞争，它们只是通勤车。如果你打开空调或暖气，它就是一辆有空调的人力车，它的续航就会变小。没有一个商人会买一辆开几百英里就得停几个小时充电的车。
Exactly. They don't need to sell in the entire country. If only they do well in 10 12 cities that itself would be greater than many countries combined. And many here can afford his car.
完全正确。他们不需要在全国销售，只要他们在12个城市中表现出色，这些城市的销量就会比许多国家的总和还要多。这里很多人都买得起他的车。
Total number of luxury cars ( Mercedes, BMW, audi etc ) sold in India in a year is around 30 thousand . India market for costly cars is not big . Tesla will not manage in any case to sell more than 10 thousand cars a year . Another calculation why they don't want to set up factory in India .
印度一年售出的豪华车(奔驰、宝马、奥迪等)总数约为3万辆。印度昂贵汽车的市场并不大。无论如何，特斯拉的年销量都不可能超过1万辆。这是他们不想在印度建厂的另一个原因。
One major point is even if Tesla sets up manufacturing unit in India and starts selling Indian made Tesla cars, then who would buy them?
Only the upper middle class or rich class would buy that but that market is already filled with famous brands like Mercedes, Land Rover, Audi, BMW etc.
Second issue is charging stations, there are few charging stations in 99% of cities in India.
一个主要问题是，即使特斯拉在印度建立制造部门，开始销售印度制造的特斯拉汽车，那么谁会买呢?
只有中上阶层或富裕阶层才会买，但这个市场已经充斥着梅赛德斯、路虎、奥迪、宝马等知名品牌。
第二个问题是充电站，印度99%的城市几乎没有充电站。
Rightly pointed out. Charging Stations will be the biggest hurdles specially the Tesla CS. Most are concerned about the economics of it making the car just an urban car driven strictly within city limits. The number ol sold cars will be fewer owing to it's high price and therefore not feasible to set up charging stations all over the country.
说得对。充电站将是其最大的障碍，尤其是特斯拉CS。大多数人担心的是，这种汽车在经济上只是一辆只能在城市范围内行驶的城市汽车。由于价格高昂，销售的汽车数量将会减少，因此在全国范围内建立充电站是不可行的。
My question is can Chinese willingly work in a jv like maruti with us. I mean maruti model is best , but are Chinese like Japanese? Won't they want sole market and not a jv with Indian entities? And if maruti like structure is feasible with Chinese manufacturers, then Indian gov is hopeless. Maruti model can actually industrialise us, without any political repercussions
我的问题是，中国人愿意和我们一起成立像马鲁蒂这样的合资企业工作吗? 我的意思是马鲁蒂模式是最好的，但是中国人和日本人一样吗? 他们不是想要独家市场，而是想与印度实体合资吗? 如果马鲁蒂式的模式对中国制造商来说是可行的话，那么印度政府就不会不抱希望了。马鲁蒂模式实际上可以使我们实现工业化，而不会产生任何政治影响。
Tesla is not an EV company it's an AI company. Most people don't get this.
Elon knows it's election time so govt has other priorities, any discussion won't be fruitful now
All luxury businesses have done fantastic business in India since COVID, refer to the sales of ultra luxury items. $35K is peanuts for many in India.
Tesla is going to reduce prices even more as the main point is about collecting data
Alluding to the earlier point, the main interest Elon has in India is live data for training. You don't get Cows on the street in China for example.
This all converges to FSD rollout and robotaxi next year.
Tesla shares will continue to roll down as Elon made it clear he wants 25% ownership to influence the board
特斯拉不是一家电动汽车公司，而是一家人工智能公司。大多数人不明白这一点。
埃隆知道现在是选举时间，所以政府有其他优先事项，现在任何讨论都不会有成果。
自2019新型冠状病毒疫情以来，所有奢侈品企业在印度都做得很好，我指的是奢侈品的销售。对许多印度人来说，3.5万美元微不足道。
特斯拉将进一步降低价格，因为其主要是为了收集数据。
就像前面说的一样，埃隆对印度的主要兴趣是用于训练新车的实时数据。例如，在中国，你不会在街上看到奶牛。
这一切都集中在特斯拉明年推出的自动驾驶出租车上。
特斯拉的股价将继续下跌，因为埃隆明确表示，他希望能以25%的股份来影响董事会的决策。
Sir,
Even if by some miracle they do succeed, how will he ensure market reach? Bcoz it'll not be economically viable to set up so many charging stations. Also, although I'm not an EVS owner, I believe that especially in metros, the traffic jams may just spell the doom of the EVS. Cheers。
先生，即使他们奇迹般地成功了，他将如何确保市场占有率呢? 因为建立这么多充电站在经济上是不可行的。另外，虽然我不是电动汽车车主，但我相信，尤其是在隧道里，交通拥堵都可能会导致电动汽车的毁灭。谢谢。
China has a land area three times that of India and the population is the same. So, the population density of India is 3 times that of China. If India legalizes the Right to Die and Assisted Suicide and reduces its population to 1 crore, it can surpass Switzerland, Luxembourg and Liechtenstein in terms of per capita income and the Scandinavian countries in Human Development Index HDI rankings. It is the poor people, who reproduce like animals and depend on freebies from the Government, that are the biggest drain on our economy. Land acquisition becomes a big issue. If you vacate slums like Dharavi, you will improve the skyline of the city, get the land to build the world's largest Gigafactories in India and enough human compost from the dead bodies to replace fertilizer imports for agriculture for several years. Less number of mouths to feed means that even if we reduce the land area under cultivation, we will have enough crops. You can plant forests on 33% of the land area to act as the lungs for our planet ecological balance.
中国的土地面积是印度的三倍，人口是一样多的。所以，印度的人口密度是中国的3倍。如果印度将死亡和协助自杀的权利合法化，并将人口减少到1亿，那么印度的人均收入就可以超过瑞士、卢森堡和列支敦士登，人类发展指数排名也可以超过斯堪的纳维亚国家。穷人像动物一样繁殖，依靠政府的免费救助活着，这是我们经济上的最大消耗。土地征用成了一个大问题。如果你清空像达拉维这样的贫民窟，你将改善城市的天际线，获得在印度建造世界上最大的超级工厂的土地，以及从尸体中提取到足够的人类堆肥，以取代几年的农业化肥进口。要养活的人口减少意味着，即使我们减少耕地面积，我们也会有足够的粮食。你可以在33%的土地面积上种植森林，作为我们地球生态平衡的肺。
I feel you are right in many aspects related to India. But your knowledge on Tesla and the innovation capability it posses seems to be limited, mainly derived from media. You should just look at Tesla financials and compare net margins with BYD for EVs.
I believe India would gain a lot from Tesla, even more when compared to Chinese EV companies.
我觉得你在许多与印度有关的叙述方面是对的。但是你对特斯拉的了解和它的创新能力的认知似乎是有限的，主要来源于媒体。你应该看看特斯拉的财务状况，并将其电动汽车的净利润率与比亚迪进行比较。
我相信印度将从特斯拉获得很多，与中国电动汽车公司相比一定更多。
Maybe
I don't know EVs
I know finance and I know numbers
I know when value and numbers don't add up
When the value and numbers don't add up, I smell something bad
Simple as that
BYJUs , Zomato and Twitter - I made the same estimate well before everyone else and was proven right each time
Ultimately the numbers tell the story
When you have a company valued at 500 Billion Bucks against an Asset base of 1/41
That's definitely a massive bubble without crucial core technology
And unless musk is hiding a hydro engine that can give you 100,000 kms without needing a recharge, that's not there anymore
也许我不了解电动汽车，但我懂金融，也懂数字。
我知道什么时候价值和数字不一致。
当价值和数字不一致时，我就闻到了不好的味道，就这么简单。
关于BYJUs、Zomato和Twitter——我做了与其他人不同样的预计，而且每次都被证明是正确的。最终，数字说明了一切。
当一家市值5000亿美元的公司的资产基础是市值的1/41时，这绝对是一个没有关键核心技术的巨大泡沫。
除非马斯克隐藏了一个无需充电就能让你行驶10万公里的水力发动机，否则特斯拉将不复存在。
注：BYJUs是印度最大的教育科技公司；Zomato 是一家印度跨國餐廳聚合商和食品配送公司。
As soon as I saw the question, I knew you would answer it. At this point, I am curious if you are really Indian. And your profile is pretty smart. Amazes me how you can't see anything positive in India.. and nothing negative on China. You must be one of those Chinese internet army. Lol
我一看到问题，就知道你会这么回答。在这一点上，我很好奇你是否真的是印度人。你的资料也很聪明。令我惊讶的是，你怎么看不到你关于印度的任何积极评价... 而你对中国则没有负面评价。你一定是中国网络大军中的一员。哈哈
Charging Stations will be the biggest hurdles specially the Tesla CS level 3 super chargers. Most are concerned about the economics of it making the car just an urban car driven strictly within city limits, ruling out city to city driving or long drives. The number ol sold cars will be fewer owing to it's high price and therefore not economically feasible or viable to set up charging stations all over the country. Even in metros the CS will face other challenges as well such as long queues for the limited number of stations & docks and the rich clients not willing to wait as the level 3 superchargers take around 30/40 mins for a 80% charge. Too much hassles after paying so much money.
充电站将是最大的障碍，特别是特斯拉CS 3级超级充电站。大多数人担心的是，从经济角度来看，它只是一辆严格在城市范围内行驶的城市汽车，排除了城市到城市的驾驶或长途驾驶。由于价格高昂，销售的汽车数量将会减少，因此在全国范围内建立充电站在经济上是不可行的。即使在城市里，特斯拉也会面临其他挑战，比如在数量有限的车站和码头前排长队，富裕的客户不愿意长时间等待，因为3级超级充电站充80%的电大约需要30/40分钟。花了这么多钱，麻烦却太多了。
Are Chinese like japanese ?
We have border issues , they took our land in 2020 and in 1962 , they are building CPEC on our land
Who is pumped with nationalism ? India or china ?
Are u responsible if they play any dirty game ? Then u will happily start blaming modi’s and gandhi’s
中国人和日本人能一样吗?
我们与他们有边界问题，他们在2020年占领了我们的土地，1962年还在我们的土地上修建中巴经济走廊。
谁充满了民族主义? 印度还是中国?
如果他们玩肮脏的游戏，你能负得起责吗? 然后你会高兴地开始指责莫迪和甘地。
I drive a Tesla, rented BYD while I was in Europe, I can tell you BYD is no where closer to Tesla’s performance! If Tesla says 40% SOC at destination, its either 39% or 40% but BYD isn’t. Ofcourse, interiors are much cooler in BYD but having to rely on third party chargers is again a big NO. Tesla’s moat is their software and charging infrastructure… There are multiple companies trying to manufacture battery raw materials by recycling old batteries, what do you think of them? Will it ease battery supply chain in North America and reduce the cost of batteries?
我开的是特斯拉，在欧洲的时候租的比亚迪，我可以告诉你比亚迪的表现和特斯拉差远了!如果特斯拉的系统说剩余续航是40%，那它就是39%或40%，但比亚迪不是。当然，比亚迪的内饰要酷得多，但它不得不依赖第三方充电站也是一个大问题。特斯拉的护城河是他们的软件和充电基础设施... 有多家公司试图通过回收旧电池来生产电池原材料，你怎么看? 它会缓解北美的电池供应链的压力并降低电池成本吗?