RINAPE :: Volume #17

#1681: Elon Tesla plan of Musk


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In chatted after Li Mu, Schwarzenegger already after taking office and Li Mu's cooperation was impatient. 在与李牧聊完之后,施瓦辛格已经对上任后与李牧的合作迫不及待了。 He was anticipating California can have the tremendous changes under own governing, the gdp growth and financial deficit reduction and unemployment rate reduces, and promotes the foreign trade, finance and traveling and other income. 他期待着加州能够在自己的治下发生翻天覆地的变化,gdp增长、财政赤字减少、失业率降低并且提升对外贸易、金融以及旅游等多方面的收入。 When without detailed chatted before Li Mu, his although was smug, but not very strong confidence, but is now different, he felt, all are close at hand. 在没跟李牧详聊之前,他虽然踌躇满志,但并没有很强的信心,可现在不一样,他觉得,一切都已经近在眼前。 Li Mu rested for night in Schwarzenegger family/home, next day, is he at the inauguration of Sacramento. 李牧在施瓦辛格家里睡了一夜,翌日,便是他在萨克拉门托的就职典礼。 The inauguration in the Sacramento State authority, according to the media said, this is US (America) in the past 50 years, most paid attention governor inauguration, more than hundred Hollywood star big, and California entrepreneurs attend the ceremony, it is said the Microsoft founder Bill Gates of headquarters in Seattle also arrive to congratulate. 就职典礼在萨克拉门托州政府,据媒体称,这是美国近50年来,最受关注的州长就职典礼,百余名好莱坞明星大咖,以及加州企业家出席典礼,据说就连总部在西雅图的微软创始人比尔・盖茨也到场祝贺。 Even the media make the title, said that this is Oscar of California political circle, suddenly the attention of whole nation centralized in Sacramento this not big city. 甚至还有媒体打出标题,说这是加州政界的奥斯卡,一时间全国人民的关注都集中在了萨克拉门托这座不大的城市。 Goes to the State authority to make the accession negotiation unlike Schwarzenegger very early in the morning, Li Mu has not left the Schwarzenegger's to noon villa in Sacramento, lives together the Celine Dion couple in this villa is also same. 与施瓦辛格一早就前往州政府做就职准备不同,李牧一直到中午都还没有离开施瓦辛格在萨克拉门托的别墅,同住在这栋别墅里的席琳・迪翁夫妇二人也是一样。 Schwarzenegger's wife keeps the guest in entertainment specially, when to afternoon time, goes to the State authority to attend evening's inauguration with Li Mu, Celine Dion and other guests again. 施瓦辛格的太太专门留下来招待家中的客人,待到下午的时候,再和李牧、席琳・迪翁等客人一起前往州政府参加晚上的就职典礼。 Knows that Li Mu is few in the people of Schwarzenegger family/home, Elon Musk is one. 知道李牧在施瓦辛格家的人很少,埃隆马斯克算是一个。 Actually was Li Mu informed him ahead of time, making him arrive at Schwarzenegger's villa to look for itself ahead of time. 其实是李牧提前通知了他,让他提前到施瓦辛格的别墅来找自己。 Li Mu wants to understand with him at present the Tesla progress. 李牧想跟他了解一下目前特斯拉的进度。 Before to make online to go in China, Li Mu also made Tesla be responsible for the team of battery research and development putting out lithium battery group design of one set on specially for electric car, this demand to the true strength of this team, can only be the dimensionality reduction application, therefore quick has given the perfect design proposal. 之前为了在华夏做线上外卖,李牧还专门让特斯拉负责电池组研发的团队拿出一套适用于电动车上的锂电池组设计,这个需求对这个团队的真正实力来说,只能算是个降维应用,所以很快就已经给出了完善的设计方案。 The concept of although new energy also has many year of roads to probably walk from the global popularization, but Li Mu still held very high hope to Tesla and attaches great importance, this cannot by selling the electric car actually makes money for the future, what is main, he regards as important long-term accumulation of new energy automobile in development. 虽然新能源的概念距离全球普及还有很多年的路要走,但李牧特斯拉仍旧抱有很大的希望和重视,这倒是不为了将来能靠卖电动车赚钱,更主要的是,他看重新能源汽车在发展中的长远积淀。 The enterprise like Tesla, started to study the electric car from the early 21 st century, moreover was almost starting from nothing, first studied the battery, then studied the battery management, then to study the electrical machinery and research electric control and research kinetic energy recycling and self-piloting, had such powerful accumulation, can ride to be above mundane thoughts on the new energy automobile. 特斯拉这样的企业,从21世纪初就开始研究电动车,而且几乎是从零开始,先研究电池,再研究电池管理、然后研究电机、研究电控、研究动能回收以及自动驾驶,有这么强大的积淀,才能够在新能源汽车上一骑绝尘。 Reviews these after 2015, because the subsidy enters the new energy domain automobile brand, Tesla looks like one to read academic tyrant of doctor from baby Yuanyi Road solidly, but enterprise that these begin a new career late in life, looked like mixed a semiliterate of pheasant university diploma suddenly. 反观那些在2015年之后,因为补贴才杀入新能源领域的汽车品牌,特斯拉就像是一个从幼儿园一路扎实读到博士的学霸,而那些半路出家的企业,就像是忽然混了一个野鸡大学文凭的半文盲。 Later generation these enterprises, with frame, remove casually the fuel engine, the gear box and fuel tank, then makes one pile of lead-acid batteries to go, installs an ordinary electrical machinery again, basically can take to sell, such car(riage) looks like in Li Mu, has no core difference from the old age electric car. 后世那些企业,随便拿个车架子,把燃油发动机、变速箱、油箱拆下来,然后弄一堆铅酸电池进去,再装一台普普通通的电机,基本上就可以拿出来销售了,这样的车在李牧看来,跟老年电动车没什么核心区别。 He wants to invest Tesla now, is hopes that can save the new energy automobile whole set technical solution ahead of time, as the matter stands, can guarantee the leading industry at least five to ten years. 他之所以要现在投资特斯拉,就是希望能够提前积攒新能源汽车整套的技术解决方案,这样一来,就可以确保领先行业至少五到十年。 Toyota's strength on hybrid power is unparalleled in the world, cannot be broken by other car(riage) business, this very big reason is not the technology of Toyota difficult, but was Toyota has revolved the hybrid technology, raised up super defense lines that was constituted by massive patents. 丰田在混合动力上的优势独步天下,一直都没能被其他车企打破,这很大的原因不是丰田的技术有多难,而是丰田早就围绕混动技术,竖起了一条由大量专利构成的超级防线。 In Toyota has in the situation of massive hybrid technological patent, almost no enterprise can achieve without touching Toyota patent group, does one set to be able with the hybrid technology that Toyota compares. 在丰田持有大量混动技术专利的情况下,几乎没有哪家企业能够做到在不触碰丰田专利群的前提下,搞出一套能跟丰田比拟的混动技术。 Li Mu wants to pursue on Tesla, is such patent barrier. 李牧想在特斯拉身上追求的,也是这样的专利壁垒。 previous life Elon Musk was once successful to establish such patent barrier on Tesla, but brothers also announced, is public all patents, some people commended his generous, but Li Mu felt that should be Elon Musk had no alternative. 上辈子埃隆马斯克曾经成功在特斯拉身上建立起这样的专利壁垒,但哥们自己又宣布,把所有的专利公开,有人称赞他的慷慨,但李牧却觉得,那应该是埃隆马斯克不得已而为之。 Li Mu has felt, a point that Tesla most is defeated, was the development several years ago continuously in cloud Zaoche, so-called cloud Zaoche, could not make to put it bluntly, can only by thinking. 李牧一直觉得,特斯拉最失败的一点,就是发展前几年一直在“云造车”,所谓的云造车,说白了就是造不出来,只能靠想。 Elon Musk did not understand the truth that concealed one's abilities and bided one's time, the China ancestor said that deeply dug a hole, the broad product grain and slow name king, to Tesla, warns the good advice absolutely. 埃隆马斯克不懂韬光养晦的道理,华夏老祖宗说深挖洞、广积粮、缓称王,对特斯拉来说,绝对是警示良言。 Tesla was the hole just dug two, the grain has not accumulated in several situations to reveal the compelling standard of lording it over, the conceptual product came out too early, the mass production followed up too is also slow, this middle neutral gear, gave the time that the fuel automobile manufacturer and Tesla gambled. 特斯拉是洞刚挖两下,粮食都没攒几颗的情况下就表露出称王称霸的逼格,概念产品问世太早,量产跟进又实在太慢,这中间的空档,给了燃油汽车厂商与特斯拉博弈的时间。 This seems both countries to declare war, ten years ago sent the war declaration to the opposite party, ten years later the army has not built up, the opposite party has raised up the impregnable bastion to wait for you, even if you do not hit him, he must hit you. 这就好像两国宣战,十年前就向对方下了战书,十年后大军还没集结完毕,对方早就竖起铜墙铁壁等着你了,就算你不去打他,他也要来打你。 Initially Tesla was stands in the opposite of entire traditional auto industry, the pressure and difficulty big, it can be imagined. 当初特斯拉就是自己站在了整个传统汽车行业的对立面,压力和难度有多大,可想而知。 Therefore Li Mu felt, Elon the patent of Musk previous life public Tesla, should not really generous, but the diffusing pressure, wins over the ally on own initiative, even is the seduction traditional automobile manufacturer defects. 所以李牧觉得,埃隆马斯克上辈子公开特斯拉的专利,应该不是真的慷慨,而是主动分散压力、拉拢盟友,甚至是诱惑传统汽车厂商反水。 After all the peculiar circumstance of new energy automobile, is doomed at that time only then reduced other enterprises to produce the threshold of new energy automobile, the new energy domain will develop healthy, various types of new energy automobiles came out, various countries also to take seriously, all new energy manufacturers to propagandize the new energy the new energy unceasingly, to promote the new energy unceasingly together, was bad, everyone can also produce the sufficient terminal rod together. 毕竟新能源汽车的特殊情况,注定当时只有降低其他企业造新能源汽车的门槛,新能源领域才会茁壮发展,各种新能源汽车不断问世、各国对新能源也不断重视、所有的新能源厂商一起来宣传新能源、推动新能源,再不济,大家也还能一起来造充电桩。 Otherwise, if in market, only then a Tesla new energy automobile manufacturer, gives him 20 years, is not necessarily able constructs the problem solve of sufficient terminal rod in the developed country and developing country first-tier city. 否则,如果市面上只有特斯拉一家新能源汽车厂商,给他二十年的时间,都未必能把在发达国家以及发展中国家一线城市建设充电桩的问题解决。 However reviews previous life Tesla the approach, expedited all kinds of trash new energy automobile, resulted in the huge resource, to the environment, instead not necessarily was a good deed. 但是反观上辈子特斯拉的这种做法,催生出了各种各样的垃圾新能源汽车,造成了巨大的资源浪费,对环境来说,反而未必是件好事。 Therefore, Li Mu felt, if Tesla is wielded by oneself, then any patent wants in the protection period, oneself to the friend the business use, he will definitely not have enough assurance publicly, making Tesla realize deeply digs a hole, the broad product grain. 所以,李牧觉得,如果特斯拉由自己执掌,那么任何一项专利只要在保护期内,自己都绝对不会公开给友商使用,他有足够的把握,让特斯拉实现深挖洞、广积粮。 Elon Musk does not know that Li Mu already to the business that oneself most paid attention, had very long-term plan, he went to Schwarzenegger home reporting on activities to Li Mu time, but also to some foundation concepts of Li Mu popular new energy automobile. 埃隆马斯克不知道李牧早就对自己最关注的这块业务,有了非常长远的规划,他来到施瓦辛格家里向李牧“述职”的时候,还在向李牧普及新能源汽车的一些基础概念。 He tells Li Mu, Tesla now to the managerial technique of lithium battery group, made the considerable breakthrough, Li Mu nods, said: „Did necessary high-rate charging technology start to research and develop?” 他告诉李牧,特斯拉现在对锂电池组的管理技术,有了长足的突破,李牧点点头,说:“配套的高速充电技术开始研发了吗?” Elon Musk was shocked all of a sudden. 埃隆马斯克一下子愣住了。 His looks at Li Mu's look, Li Mu caught the news that contained, translated almost eight characters: Oh I go, you can......” 看着李牧的眼神,李牧一眼就捕捉到了其中包含的讯息,翻译过来差不多八个字:“哎哟我去,你可以啊……” Gawked the moment, Elon Musk said earnestly: High-rate charging technology, our R & D teams have considered this direction, but has not started to put in the energy to research and develop now vigorously.” 愣了片刻,埃隆马斯克认真的说:“高速充电技术,我们的研发团队考虑过这个方向,但现在还没有开始投入精力大力研发。” Li Mu asked him: Your future user localization, is the second trolley of user, moreover is very difficult to leave the local second trolley.” 李牧问他:“那你未来的用户定位,就是用户的第二台车,而且是很难离开本地的第二台车。” Elon Musk nods, said: „After our car(riage) mass production , the probably about 400 kilometers continue voyage courses, the white-collar who works in the city, every day the day commuting course generally over 50 kilometers, as the matter stands, this car(riage) basically cannot work normally for a week, one week charges, so long as in the family/home installs the sufficient terminal rod, basically enough used.” 埃隆马斯克点了点头,说:“我们的车量产之后大概有400公里左右的续航里程,在城市中工作的白领,每天日通勤里程一般不会超过五十公里,这样一来,这辆车基本上就可以正常工作一周,一周充一次电,只要家里安装充电桩,基本上就足够用了。” Li Mu asked him: Installment sufficient terminal rod that at home you said that how many are the maximum charging power?” 李牧问他:“你说的安装在家里的充电桩,最大充电功率是多少?” Elon Musk said: According to our current plans, Tesla sedan, once the mass production, will first supplement the installment service of general Suchong terminal rod to the vehicle owner, this set of charge technology threshold is not high, power in 5-10 kilowatts every hour about.” 埃隆马斯克说:“按照我们目前的规划,特斯拉轿车一旦量产,首先会向车主附带普速充电桩的安装服务,这套充电技术门槛不高,功率在5-10千瓦每小时左右。” Li Mu nods, said: In this case, is full of Tesla sedans of a battery capacity among 80-100 kilowatts, takes 8-15 hours probably.” 李牧点点头,说:“这样的话,充满一辆电池容量在80-100千瓦之间的特斯拉轿车,大概需要8-15个小时不等。” Right.” Elon Musk said: Basically can fill the electricity in the evening.” “没错。”埃隆马斯克说:“基本上一个晚上就可以把电充满。” Li Mu asked him: From here what to do if I do want to go to Los Angeles? It is said has probably 500-600 kilometers course.” 李牧问他:“如果我要从这里去洛杉矶怎么办?据说好像有500-600公里的里程。” Elon Musk said: „Very simple, stops your garage your Tesla, then drives your fuel automobile to go out.” 埃隆马斯克说:“很简单,把你的特斯拉停进你的车库,然后开上你的燃油汽车出门。” Li Mu also asked him: If you locate yourself after the fuel automobile, you can also have big development opportunities in the future?” 李牧又问他:“如果你本身就把自己定位在燃油汽车之后,那你未来还能有多大的发展空间?” Elon Musk said earnestly: These I who Chief Li, actually you said understand, we have also considered prudently, in the long run, our development hope conducts the substitution inevitably to the fuel vehicle rather than the supplement.” 埃隆马斯克认真的说:“李总,其实你说的这些我都明白,我们也慎重的考虑过,长远来看,我们的发展必然是希望对燃油车进行替代而非补充。” Saying, Elon Musk also said: But, from the present, we want with the traditional automobile enterprise to the war, the difficulty too to be directly big, therefore wants the little development with steady steps.” 说着,埃隆马斯克又道:“不过,从眼下来看,我们想直接跟传统汽车企业对战,难度太大,所以要一点点的稳步发展。” Li Mu looks at Elon Musk, a little confuses suddenly. 李牧看着埃隆马斯克,忽然有点迷。 This hasn't brothers challenged the entire tradition to burn the oil car industry with Tesla at present the idea? 哥们眼下难道没有用特斯拉去冲击整个传统燃油车行业的想法? Then, he should be does, while constantly adjusts the mentality. 这么说来,他应该是一边做,一边不断调整思路。 No wonder in situation that in the capacity has not solved, first pushes out Tesla. 怪不得在产能还没解决的情况下,就先把特斯拉推了出去。 Li Mu said: You now to the localization of Tesla sedan, look like in without the accelerator auxiliary , the usage-style of fighter aircraft.” 李牧说:“你现在给特斯拉轿车的定位,就像是在没有加油机辅助下,战斗机的使用方式。” In other words, this car(riage) continue voyage can 400 kilometers, the user maximum radius of action be 200 kilometers theoretically, like without accelerator auxiliary fighter aircraft, calculates the combat radius the method to be the same, exceeds this radius of action, basically means that has no way to return to the embarking place again.” “换句话说,理论上这车续航能到400公里,那用户最大活动半径就是200公里,就像无加油机辅助的战斗机,计算作战半径的方法一样,超过这个活动半径,基本上意味着没法再回到出发地点。” Elon Musk nods, said: Present stage is this, but the target users of our present stage truly do not have the intense demand.” 埃隆马斯克点了点头,说:“现阶段是这样,不过我们现阶段的目标用户也确实没有强烈的需求。” Our user localizations are the elite communities, high-income, school record is high, the social responsibilities are also high, like Toyota Prius, the US (America) fuel price is so low, the US (America) person generally is familiar with the huge discharge fuel automobile, the fuel economy of Prius the influence in money is not truly big, therefore it not by liking of most people.” “我们的用户定位是精英群体,收入高、学历高,社会责任感也高,就像丰田普锐斯,美国燃油价格这么低,美国人普遍习惯大排量燃油汽车,普锐斯的燃油经济性真正在钱上的影响并不大,所以它不受大部分民众的喜欢。” Most people do not like Prius, but, it but has the elite community attraction of environmental consciousness is very high to these high income, you can have a look to Silicon Valley, Stanford, Harvard and mit, most it workers and Professor university, like the automobile of low output and low oil consumption, is extremely high to approval of Prius this type of hybrid car(riage), if you looked, you may feel, Toyota sold in all Prius US (America) internet Corporation and university.” “大部分民众不喜欢普锐斯,但是,它对那些高收入但有环保意识的精英群体吸引力却很高,你可以到硅谷、斯坦福、哈佛、mit看看,多数it工作者和大学教授,都喜欢小排量、低油耗的汽车,对普锐斯这种混动车的认可度极高,如果你去看了,你可能会觉得,丰田把所有的普锐斯都卖到美国互联网公司和大学里了。” Therefore our first stage target users, are this group the person of Prius, their life are simple, 2.1, the social responsibilities bursting, pursues the energy conservation and emission reduction and green journey, if we can provide a continue voyage 3-4 hundred kilometers luxurious EV to them, will be certainly big to their attractions.” “所以我们的第一阶段目标用户,就是这帮开普锐斯的人,他们的生活简单,两点一线,社会责任感爆棚,追求节能减排、绿色出行,如果我们能给他们提供一辆续航三四百公里的豪华纯电动轿车,对他们的吸引力一定会非常大。” Li Mu shakes the head, said: Elon, your present eye too focused, this is not instead good!” 李牧摇了摇头,说:“埃隆,你现在的眼睛太聚焦了,这样反而不好!”
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