特斯拉裁員500人超級充電團隊的真正原因

Hello everyone, I'm Terry. If you're watching TESA news, you should know that around the end of April this year, Elon put the entire Supercharger team of superchargers to lay off. And then the major media started reporting that TESA is out of money, it's about to close down, so they will remove such an important team. There have been news lately that TESA has slowly recruited these people back. And then many articles reported that they criticized Elon's leadership style, saying that he often makes some wrong judgments and then returns immediately.

I even saw some people say that it was because it was a drug, so they made such a decision. There are really a lot of such trash news and articles. So today I plan to share my own opinion with you. First of all, we all know that Tesla's supercharger station is very important. If there is no supercharger station, I believe we may still stay in the old days. The audience of pure electric vehicles may still be very small. Everyone only dares to buy those oil-powered mixed vehicles.

So Tesla's supercharger team is unstoppable. This is also very certain. Without them, there will be no Tesla today. Then let's look at it from a business strategy point of view. Tesla's supercharger is very successful. It is one of the most important pushers in the generalization of electric vehicles. But if we look at it in a profit mode today, the long-term profit mode of supercharger is not making much money.

The margin you go to sell electricity is not high. Just like the rise of AI. You need a GPU to train the model. Running these GPUs also requires a lot of electricity. NVIDIA's chips can make a lot of money. But the electricity companies did not make a lot of money because of the rise of AI. So what can really make money is selling hardware and services.

And the electricity will be cheaper and cheaper. There will be a day when electricity will become completely free. I have already talked about this point on my channel many times. I know this idea is a bit counterintuitive. But in fact, you just have to think in the first principle. The energy generated by solar radiation that the earth can receive every second is about 70,000 times the current energy consumption. So the problem is how to store this electricity. And Tesla and many other companies are solving this problem. When this problem is solved, there is no electricity cost.

Let's go back to the topic Iran has known this for a long time For Tesla, they have completed the business strategy Tesla's supercharger is already the world's largest charging network Before Tesla, no car manufacturer was willing to do this So Tesla has to do this Otherwise, electric cars can't do it

Just like if you live in a country without any gas stations, will you still buy a car? Of course not. But now basically all the major car manufacturers in the United States have already planned to adopt Tesla's charging specifications. And BP also announced that it would buy their Supercharger hardware from Tesla.

to increase the layout of North American superchargers So I can totally understand why Elon wants to turn the supercharger business over to other companies Tesla has completed the most difficult process from 0 to 1 From 1 to 2, 2 to 3, 3 to 4, there is no technical content The profit is not very high Then you have to apply for a permit with the local government every day Negotiate contract Find a place to rent this kind of anti-lock work All handed over to the energy sales company to do It is indeed the correct decision for Tesla

Iran cut off the entire 500-person Supercharger team. But production and production line are still continuing. They did not continue to produce the hardware of the supercharger. It's just that the market layout is done by others. From Iran's post on X, we can verify this. He said Tesla will continue to expand the supercharger network. It's just that the expansion of new locations will be slower. And they have to focus on the current locations. Because new locations will mainly be expanded by other companies.

They just have to sell those hardware and software to these companies. Let's assume that the current interest rate in the United States is still close to zero during the epidemic. The money is free, the company has money to spend. I think Tesla can completely keep this selling business to do by itself. Although the interest rate is low, there is still money to earn. But now the environment is different. High interest rates, electric cars are very competitive. So the money has to be spent in places where Tesla can really make a lot of money.

and can be dragged out of other competitors. Then there are only software and services. This has always been the strength of American companies. Tesla now has more than 2,000 super charging stations in the United States. If we double this to more than 4,000 places today,

Tesla won't make a lot of money because of this. To achieve this goal, it will take a lot of resources and energy. Think about it, every new location you want to set up, you need to get a permit from the local government, and negotiate with the landlord. So I think Elon is doing the right thing.

Now he is transferring his energy and resources to autonomous driving and AI You can see from their career page There used to be a bunch of jobs I remember there were hundreds of them A while ago, Elon moved all the jobs on the career page Recently updated for a few days Now all the openings are related to AI software engineering work In their PowerAuto research and development headquarters And for Tesla, the next business focus is unmanned car service

Unmanned vehicles do not require supercharging stations with high coverage. What it needs is to strengthen the layout of each hot spot in the big city. After that, all unmanned vehicles will be concentrated in those hot spots for maintenance and cleaning. And by then, they may not use the same hardware, and there may be wireless charging devices. This will only be known until August 8th. So I think as an investor and shareholder of Tesla, I agree with this approach.

Of course, I know many people lost their jobs because of this and I've heard a lot of internal offers and then they were cancelled For employees, this is indeed a negative news I can fully understand this because I've been laid off before But business is still business Just like what I've been emphasizing in my previous video Companies will always make decisions for their own benefit Iran also has this position called fiduciary duty

Despite the Supercharger team being the most important pawn for Tesla at the time, but now it's not as important as it used to be. The cut will be cut out of the way. It's like a tree. If you want it to grow tall, you have to cut it out. Tesla has experienced a very busy development in the past three or five years.

When business is doing well, they will keep hiring people For Tesla's senior employees, they will expand their supercharging station business The easiest and most direct way is to hire people This is a common practice before the pandemic So they hired a bunch of people and all companies are like this But if Tesla is going to move towards the next wave of explosive growth, they must put all resources and energy in the highest place of investment and profit

And the previous year's accumulated fat must be cut off Iran did spend a lot of time on other companies before SpaceX, Neolink, X.com He is a very busy person So Tesla slowly began to appear in some less efficient departments Then he put the focus on Tesla again now Then found out why Supercharger has more than 500

Then look at the future of this company's three to five years of planning How important is it? OK, not so important, cut off Many people criticize him for saying that you don't have to hire so many people at once. Is it too radical to cut off the entire team directly? Yes, but this is also a unique management style of Elon If you have read his book, you should know His idea is to cut off 80% of people in a team In fact, it can still reach 80% efficiency, not 20% only So after cutting it off, let's reevaluate again Which places do you really need people?

Then fill in the required positions. This means that the efficiency of each employee is re-emphasized. Just like the hard disk of the old computer, we sometimes need to format it to achieve the highest storage efficiency. And this is not the first time he did this. After he acquired Twitter, he immediately executed 80% of the large source.

Many experts said that Twitter couldn't last long and they would be screwed. Now the new Twitter is called X, and it's much better than before. I am also an old user of Twitter. I used Twitter and now I know that X is much better than before. If you have used X, you can also follow my account. As for Tesla, I have invested in Tesla for so many years.

I never sold any stock. I still remember when I came to the US from Canada, I still transferred my stock from Canadian stockholders to American stockholders. I transferred my stock in a way that I never sold any stock. I always thought that investing in Tesla was a very difficult job because you need to have a strong conviction, self-control, and the ability to distinguish right from wrong.

So I never recommend you to invest in Tesla I don't know why there are still some comments saying that I recommend everyone to invest in Tesla I never recommend you to buy any stocks Because you won't give me the money you make Then you will blame me if you lose money So I think it's better for you to take the money to buy Nvidia Or buy S&P500 big-chip index Then if you think this video is helpful to you And then you also hope to help my channel

you can check out my IB Intou account link. They don't sponsor this video, but if you get to know through my link, you can get a little bit of recommendation fee. And IB is also the trading platform I'm mainly using now. I sincerely believe that after using IB, I won't want to use other non-procedural fee exchanges. So I will recommend it to you here. See you next time.