Tesla が独自の自動運転ライドシェア事業を検討中
Tesla considers its own autonomous ride-sharing business
The best music often comes from the notes left unplayed, and so it was with the Tesla Motors Q2 earnings call with financial analysts this week. While we heard upbeat news about the Model X delivery schedule – and downbeat news about the company's vehicle output forecasts and profit margins – perhaps the most interesting hook came from a question left unanswered.
素晴らしい音楽とは、しばしば、演奏されずに残された音によって、表現される。 今週のTesla Motors の金融アナリストとの第二四半期の業績発表でも、そうでした。 私たちが、Model X の納品スケジュールについての、アップビート（楽観的）なニュースを ― そして、同社の車の出荷予想と利益率についてのダウンビートなニュースも ― 聴いていた間、 回答されずに残った質問によって、もっとも面白いフック（引っかかり）が現れたのかもしれない。
Adam Jonas from Morgan Stanley brought up a recent report about Uber CEO Travis Kalanick telling venture capitalist (and major Tesla investor) Steve Jurvetson that he would like to buy 500,000 of the automaker's autonomous vehicles in five years time. Jonas then queried Elon Musk as to whether he saw supplying vehicles to ride-sharing companies as a good business opportunity or whether Tesla might just "cut out the middle man and sell on-demand electric mobility services directly from the company on its own platform?"
Morgan Stanley の Adam Jonas が、最新リポートをもってきた。 それは、Uber CEO Travis Kalanick がベンチャーキャピタリスト（そして主要なTeslaの投資家）である Steve Jurvetson に、5年以内に50万台の自動車メーカーの自律運転車を購入したいと語ったことについてのものでした。 Jonas は、そこで、 イーロン・マスクに、ライドシェア企業への車の供給は、良いビジネスの機会だと捉えたかどうか、そして、Tesla は「中間業者を飛ばして直接、同社のプラットフォームで、オンデマンドな電動モビリティサービスを売る」つもりがあるかどうかと、質問しました。
After a four-second pause, Musk responded with, "That's an insightful question," then went on to say, "I don't think I should answer it." Which, to our ears, sounds like Musk has already had this epiphany and at least one future ride-sharing provider might be vertically integrated. Still, such an eventuality is still some years out, with its exact arrival dependent upon technological and legislative breakthroughs.
4秒間の沈黙の後、マスクは「それは、鋭い質問だ」と応答し「それに回答するべきだとは考えていない」といっていってしまいました。 私たちの耳には、マスクは既にこの考えを持っていたように聞こえました。少なくともひとつの未来像として、ライドシェアプロバイダーが直下に統合されるかもしれないという考えです。 まだ、技術と立法のブレイクスルーに依存する、その正確な到着で、そのような不測の事態になるには、まだ数年間はあるでしょう。
- epiphany - ひらめき、啓示
- eventuality - 不測の事態
- legislative - 立法の
資本主義の克服 「共有論」で社会を変える (集英社新書)
posted with amazlet at 15.08.08
For those more interested in more near-term developments at Tesla, here are the other most pertinent points from the call.
以下は、より短期的なTeslaの動向に興味を持つ人たちのための、業績発表からの、それに該当する他のポイントです。
- The Tesla Model X configurator should be live on the website before the end of August, with the first vehicle deliveries beginning near the end of September.
- Tesla has adjusted its estimated deliveries of Model S and X, now saying between 50,000 to 55,000 instead of just 55,000.
- Tesla's GAAP automotive gross margin fell from 25 percent to 22.9 percent, due mainly, the company says to higher than expected costs of the smaller drive units used in the front of its dual motor vehicles. This, combined with the reduced production expectations, made the stock market very sad, and TSLA shares traded down -$24.00 (-8.88 percent) yesterday.
- For the Tesla Model 3, the automaker will introduce a new-generation motor.
- Autopilot will begin to be made functional for a small number of beta testers on August 15, with wide release happening in late September or early October.
- Tesla is likely to develop its own detailed map data for autonomous driving in the future. Taken in conjunction with this earlier report, we suspect it will use its fleet to do this.
- Biggest challenge with Model X production is the second row seat, rather than the "falcon-wing" doors. Musk referred to the seat as a "sculptural work of art" and a "very tricky thing to get right."
- It seems likely that Tesla will do another cash raise sometime soon. Questioned about the possibility directly, Musk said he couldn't answer, but earlier had mentioned that such an event would probably be of value for the company, even if it wasn't strictly necessary.
The call ended with all the questions in the queue being addressed. However, had we been allowed to slip one in, we might have asked how closely the production Model X will resemble the various prototypes that have been spied recently, among other things.
業績発表は、予定されていた全ての質問で終了しました。 しかしながら、私たちは、ひとつを滑り込ませることを許されるなら、私たちは、他のことの間に、最近探られてきた様々なプロトタイプに似ているであろうModel Xの製品化はどれくらい近いのか。と質問するかもしれない。
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