The Compound 对 $TSLA 的判断变化

2026-10-02看跌
《Is Gen Z Completely Cooked? | TCAF 262》
特斯拉的估值被认为荒谬;其成功归因于马斯克的故事讲述;在 200 美元峰值买入的投资者亏损了。

我在 2017 年听到了所有这些议论,关于特斯拉的激烈讨论,当时有人说它会亏损数十亿美元、破产,无法偿还欠债券持有人的债务。

I heard all this talk in 2017, heated discussions about Tesla, where it was said that it would lose billions of dollars, go bankrupt, and not be able to repay its debts to bondholders.

但最终,实际发生的是,只要股东们保持信任和信心,埃隆·马斯克就能够两三次卖出他的股票,从而结束了围绕他无力偿还债务的争议。

But in the end, what actually happened was that as long as the shareholders maintained their trust and faith, Elon Musk was able to sell his shares two or three times, thus ending the controversy surrounding his inability to repay his debts.

2026-09-18看涨
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特斯拉与SpaceX很可能在明年年底前合并(概率>80%),组成全球最大公司。

所以,Elon Musk 并不是以胆小著称。你认为是什么促使他说出“是的,我们确实需要放慢速度”?因为事实是,Musk 知道,从建模的角度看,他们远远落后于 Anthropic 和 OpenAI。

So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.

这解释了 Tesla 的处境和它所做的一切,也解释了为什么他们如此专注于自动驾驶出租车和全景视觉。

This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.