畜牧教主马斯克
11-11
电动皮卡什么乐色
[微笑]
就算量产几个人买账?当初吹得有多狠现在就有多凄凉。
特斯拉高层再震动!Model Y与Cybertruck掌门人同日官宣离职,马斯克战略转型遭遇“人才危机”?
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Y的全球销量证明其成功,但这也意味着,传统业务已进入“平台期”,从颠覆者变为守成者。","content":"<html><body><article><p><strong>汽车资讯零部件采供一步到位</strong></p><p><strong>点击蓝字 关注我们</strong></p><p><strong>全球汽贸网资讯</strong>,上周日,Model Y的全球掌舵人,<strong>Emmanuel Lamicchia,在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>效力近八年后,通过LinkedIn宣布离职。</strong>他不仅深度参与了Model 3与Model Y的研发与量产,更在过去四年中主导了Model Y在全球多地的生产与推广,是这款“全球最畅销车型”背后的关键人物。</p><p>而几乎同一时间,<strong>Cybertruck项目负责人Siddhant Awasthi也宣布离职。</strong>他从实习生做起,八年间一路晋升,不仅带领团队将“不锈钢猛兽”Cybertruck推向市场,近期还接手了Model 3项目,是特斯拉内部备受瞩目的少壮派代表。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251111160544533v2064s4dd0h75xz\"/><p>图片来源:路透社</p><p><strong>01 人才流失加剧,特斯拉转型路上隐忧浮现</strong></p><p>细数过去一年,特斯拉已失去多位核心项目经理:</p><p>Daniel Ho(Model 3发布功臣)</p><p>David Zhang(Model S和X项目负责人)</p><p>如今再加上Model Y和Cybertruck两位关键人物</p><p>这些人有一个共同点:他们都是“车辆专家”,是负责将图纸变为现实、并实现大规模量产、销售的关键人物。 他们的相继离开,传递出一个清晰的信号:<strong>特斯拉的核心竞争力,正在从“卓越的汽车制造”转向另一个战场。</strong></p><p><strong>02 马斯克的“两个特斯拉”与资源争夺战</strong></p><p>表面上是高管离职,本质上是<strong>公司战略重心转移</strong>所引发的内部“地震”。如今的特斯拉内部,仿佛存在着两个公司:</p><p><strong>一是“传统的特斯拉”,</strong>通过生产Model 3/Y等电动车,通过优化设计、压榨成本、扩大产能来赢得市场份额。</p><p>如今Model Y的全球销量证明其成功,但这也意味着,传统业务已进入“平台期”,从颠覆者变为守成者。对于追求极致创新的顶尖人才而言,吸引力在下降。</p><p><strong>二是“未来的特斯拉”,</strong>全力押注在机器人出租车、全自动驾驶(FSD)、人形机器人(Optimus)和超级计算机上。</p><p>这也是马斯克心中特斯拉价值终局的所在,是他宣称“特斯拉最终是一家AI机器人公司”的底气。</p><p>而矛盾的核心在于,资源是有限的。 当马斯克将公司的战略资源、顶尖人才和关注度疯狂倾斜向<strong>“未来的特斯拉”</strong>时,“传统的特斯拉”业务线必然会受到影响。</p><p>对于Lamacchia和Awasthi这样的顶级汽车项目管理者而言,当他们发现自己的项目和团队不再是公司的“心头好”,甚至资源受限、话语权减弱时,或许选择在职业巅峰期急流勇退,便成了一个合理的选择。</p><p><strong>03 结语</strong></p><p>特斯拉正站在一个十字路口。</p><p>一边,是它亲手开创并登顶的<strong>电动汽车</strong>王座;另一边,是马斯克孤注一掷、试图驶向的<strong>AI驱动未来</strong>。这场密集的高管离职潮,绝非简单的个人职业选择,而是一次剧烈的内部“新陈代谢”——<strong>马斯克正在亲手“拆解”那个成功的汽车公司,以喂养他心中那个更具想象空间的AI与机器人巨头</strong>。</p><p>传统业务的根基正在松动,而未来的星辰大海仍笼罩在技术的迷雾之中。马斯克押上的,<strong>不仅是特斯拉万亿市值的未来,更是整个电动汽车行业的走向。</strong></p><p>我们不禁要问:当“造车”的灵魂人物相继离去,特斯拉赖以崛起的制造奇迹与产品魅力,是否还能延续?而当下的牺牲,<strong>换来的会是一个<a href=\"https://laohu8.com/S/00166\">新时代</a>的通行证,还是一场战略失衡的序幕?</strong></p><p>答案,或许就藏在接下来每一个季度的交付数据里,藏在FSD每一次的版本更新中。风暴已至,我们拭目以待。</p><p>(编译:全球汽贸网Lyra)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉高层再震动!Model Y与Cybertruck掌门人同日官宣离职,马斯克战略转型遭遇“人才危机”?</title>\n<style 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Y在全球多地的生产与推广,是这款“全球最畅销车型”背后的关键人物。而几乎同一时间,Cybertruck项目负责人...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111160606a6f1724d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4612":"AI芯片","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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TECHNOLOGY \"A4\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111160606a6f1724d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582356194","content_text":"汽车资讯零部件采供一步到位点击蓝字 关注我们全球汽贸网资讯,上周日,Model Y的全球掌舵人,Emmanuel Lamicchia,在特斯拉效力近八年后,通过LinkedIn宣布离职。他不仅深度参与了Model 3与Model Y的研发与量产,更在过去四年中主导了Model Y在全球多地的生产与推广,是这款“全球最畅销车型”背后的关键人物。而几乎同一时间,Cybertruck项目负责人Siddhant Awasthi也宣布离职。他从实习生做起,八年间一路晋升,不仅带领团队将“不锈钢猛兽”Cybertruck推向市场,近期还接手了Model 3项目,是特斯拉内部备受瞩目的少壮派代表。图片来源:路透社01 人才流失加剧,特斯拉转型路上隐忧浮现细数过去一年,特斯拉已失去多位核心项目经理:Daniel Ho(Model 3发布功臣)David Zhang(Model S和X项目负责人)如今再加上Model Y和Cybertruck两位关键人物这些人有一个共同点:他们都是“车辆专家”,是负责将图纸变为现实、并实现大规模量产、销售的关键人物。 他们的相继离开,传递出一个清晰的信号:特斯拉的核心竞争力,正在从“卓越的汽车制造”转向另一个战场。02 马斯克的“两个特斯拉”与资源争夺战表面上是高管离职,本质上是公司战略重心转移所引发的内部“地震”。如今的特斯拉内部,仿佛存在着两个公司:一是“传统的特斯拉”,通过生产Model 3/Y等电动车,通过优化设计、压榨成本、扩大产能来赢得市场份额。如今Model Y的全球销量证明其成功,但这也意味着,传统业务已进入“平台期”,从颠覆者变为守成者。对于追求极致创新的顶尖人才而言,吸引力在下降。二是“未来的特斯拉”,全力押注在机器人出租车、全自动驾驶(FSD)、人形机器人(Optimus)和超级计算机上。这也是马斯克心中特斯拉价值终局的所在,是他宣称“特斯拉最终是一家AI机器人公司”的底气。而矛盾的核心在于,资源是有限的。 当马斯克将公司的战略资源、顶尖人才和关注度疯狂倾斜向“未来的特斯拉”时,“传统的特斯拉”业务线必然会受到影响。对于Lamacchia和Awasthi这样的顶级汽车项目管理者而言,当他们发现自己的项目和团队不再是公司的“心头好”,甚至资源受限、话语权减弱时,或许选择在职业巅峰期急流勇退,便成了一个合理的选择。03 结语特斯拉正站在一个十字路口。一边,是它亲手开创并登顶的电动汽车王座;另一边,是马斯克孤注一掷、试图驶向的AI驱动未来。这场密集的高管离职潮,绝非简单的个人职业选择,而是一次剧烈的内部“新陈代谢”——马斯克正在亲手“拆解”那个成功的汽车公司,以喂养他心中那个更具想象空间的AI与机器人巨头。传统业务的根基正在松动,而未来的星辰大海仍笼罩在技术的迷雾之中。马斯克押上的,不仅是特斯拉万亿市值的未来,更是整个电动汽车行业的走向。我们不禁要问:当“造车”的灵魂人物相继离去,特斯拉赖以崛起的制造奇迹与产品魅力,是否还能延续?而当下的牺牲,换来的会是一个新时代的通行证,还是一场战略失衡的序幕?答案,或许就藏在接下来每一个季度的交付数据里,藏在FSD每一次的版本更新中。风暴已至,我们拭目以待。(编译:全球汽贸网Lyra)","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":70,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/498991780516640"}
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