{"id":120687,"date":"2024-05-06T09:38:49","date_gmt":"2024-05-06T08:38:49","guid":{"rendered":"https:\/\/www.purosautos.com\/?p=64497"},"modified":"2024-05-06T09:38:49","modified_gmt":"2024-05-06T08:38:49","slug":"por-que-la-verdadera-apuesta-de-tesla-no-son-los-vehiculos-electricos","status":"publish","type":"post","link":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/2024\/05\/06\/por-que-la-verdadera-apuesta-de-tesla-no-son-los-vehiculos-electricos\/","title":{"rendered":"\u00bfPor qu\u00e9 la verdadera apuesta de Tesla no son los veh\u00edculos el\u00e9ctricos?"},"content":{"rendered":"

\"\"<\/p>\n

Seg\u00fan cita Reuters, Tesla recorta su apuesta por los veh\u00edculos el\u00e9ctricos<\/p>\n

\u00bfEst\u00e1 Elon Musk alejando a Tesla del negocio de veh\u00edculos el\u00e9ctricos que ha dominado durante m\u00e1s de una d\u00e9cada? <\/strong><\/p>\n

Algunos analistas e inversores empiezan a verlo as\u00ed.<\/p>\n

Considere la p\u00e1gina 13 del informe de ganancias del primer trimestre de Tesla: es un gr\u00e1fico que muestra los veh\u00edculos el\u00e9ctricos como solo un producto, ni siquiera el producto principal, del \u201cEcosistema Tesla\u201d.<\/p>\n

El titular a\u00f1ade: <\/strong><\/p>\n

\u00abM\u00e1s que s\u00f3lo veh\u00edculos\u00bb. El producto en la parte superior de la p\u00e1gina es el robot humanoide Optimus, que se cierne sobre una imagen de un chip de computadora con la etiqueta \u00abAI Compute\u00bb.<\/p>\n

Las im\u00e1genes de un veh\u00edculo el\u00e9ctrico y un sobrealimentador est\u00e1n consignadas en la tercera fila de la p\u00e1gina.<\/p>\n

Musk ha dicho muchas veces que Optimus y la IA son el futuro de Tesla. Ahora est\u00e1 poniendo acciones agresivas detr\u00e1s de esas palabras.<\/p>\n

\"\"<\/p>\n

A principios de esta semana, Musk despidi\u00f3 abruptamente al l\u00edder del negocio de carga de veh\u00edculos el\u00e9ctricos de Tesla y a 500 de sus empleados, lo que molest\u00f3 a los clientes y fabricantes de autom\u00f3viles rivales que se est\u00e1n preparando para equipar nuevos veh\u00edculos el\u00e9ctricos para conectarlos a la red Tesla Supercharger.<\/p>\n

Musk dijo en X.com que la red Supercharger crecer\u00e1 m\u00e1s lentamente y consumir\u00e1 menos capital.<\/strong><\/em><\/p>\n

Reuters inform\u00f3 que Tesla est\u00e1 retirando ambiciosas inversiones en giga-casting, el proceso en el que fue pionero para crear grandes trozos de un autom\u00f3vil en una sola y compleja pieza fundida.<\/p>\n

\"\"<\/p>\n

Musk ya hab\u00eda se\u00f1alado una pausa en la construcci\u00f3n de nuevas f\u00e1bricas en India y M\u00e9xico, y un replanteamiento de la estrategia para desarrollar un modelo Tesla de menor precio. En lugar de una arquitectura completamente nueva con un proceso de ensamblaje completamente nuevo, Tesla adaptar\u00e1 los veh\u00edculos y f\u00e1bricas existentes.<\/p>\n

La principal prioridad de Musk para Tesla \u2013destacada por su visita sorpresa a China el fin de semana pasado\u2013 es expandir el mercado para su software \u201cFull Self Driving\u201d.<\/p>\n

\"\"<\/p>\n

El gasto en autos Tesla f\u00edsicos se est\u00e1 reduciendo, para deleite de los rivales que tienen veh\u00edculos el\u00e9ctricos e h\u00edbridos de apariencia m\u00e1s moderna para vender.<\/strong><\/em><\/p>\n

Para apreciar la importancia de la nueva direcci\u00f3n de Tesla, reserve tiempo para ver las presentaciones de 16 ejecutivos de Tesla durante el d\u00eda del inversor de marzo de 2023. Casi un tercio de esos ejecutivos se han ido y muchos de los proyectos que promocionaban ahora est\u00e1n retrasados.<\/p>\n

Tesla no es el \u00fanico que reduce costos a medida que las ventas de veh\u00edculos el\u00e9ctricos se desaceleran y los precios caen. La empresa siempre estuvo destinada a perder participaci\u00f3n de mercado a medida que ingresaban al mercado veh\u00edculos el\u00e9ctricos m\u00e1s competitivos.<\/p>\n

\"\"<\/p>\n

Pero a medida que las empresas chinas de veh\u00edculos el\u00e9ctricos env\u00edan m\u00e1s veh\u00edculos de bajo costo a Europa, Asia y Am\u00e9rica Latina, el negocio de los veh\u00edculos el\u00e9ctricos comienza a parecerse menos a un mercado premium impulsado por la tecnolog\u00eda y la imagen de marca, y m\u00e1s a una guerra de bajos m\u00e1rgenes. desgaste.<\/p>\n

Entre las empresas de tecnolog\u00eda de las \u201cSiete Magn\u00edficas\u201d que Tesla considera pares, la inteligencia artificial es la nueva negra. Musk quiere que Tesla sea un actor l\u00edder en IA, siempre y cuando los accionistas le den el control con derecho a voto del 25% de las acciones de Tesla.<\/p>\n

Pero en el \u00e1mbito de la IA, la competencia de Tesla no es s\u00f3lo Motor City Three o un grupo de empresas chinas de veh\u00edculos el\u00e9ctricos. Son Microsoft, Alphabet (Google) y Facebook (Meta), los que est\u00e1n gastando m\u00e1s en inversiones de capital relacionadas con la IA en un solo trimestre de lo que Tesla planea gastar en todas sus operaciones este a\u00f1o.<\/p>\n

 <\/p>\n

Fuente; Reuters<\/em><\/p>\n\n

Commercials Cooperation Advertisements:<\/b><\/h2>\r\n


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\"\"Seg\u00fan cita Reuters, Tesla recorta su apuesta por los veh\u00edculos el\u00e9ctricos \u00bfEst\u00e1 Elon Musk alejando a Tesla del negocio de veh\u00edculos el\u00e9ctricos que ha dominado durante m\u00e1s de una d\u00e9cada? Algunos analistas e inversores empiezan a verlo as\u00ed. Considere la p\u00e1gina 13 del informe de ganancias del primer trimestre de Tesla: es un gr\u00e1fico que 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