/kloc-use musk's mouth cannon to fight the epidemic in 0/8 days

Starting from March 24th, local time, Tesla's factories in fremont and new york, California will suspend production.

The decision was announced five days ago.

The result is understandable, and the process is all wrangling.

Six counties in California issued public health orders to fight the epidemic on March 16, and implemented local refuge (local refuge order) for all residents. If there are no complications, the lifting of the ban is tentatively scheduled for April 7.

Compared with "closed cities", in-situ refuge is much more relaxed, which requires 6.7 million people in six counties to stay at home as much as possible and reduce unnecessary going out.

The definition of "necessity" in the United States is very broad, and many activities above survival are allowed. For example, as long as you don't get together, you can still run or walk your dog in the street and keep at least 6 feet away from others.

But this is by no means a proposal that can be discussed and measured, but a mandatory order, which is the most severe anti-epidemic and epidemic control measures in the United States at present. According to the regulations, only businesses listed as "essential industries" can continue to operate.

Tesla's factory in fremont, California is located in Alameda County, California, which is also one of the six counties. After the order was issued, Tesla continued to produce and deliver, because they thought automobile production was very "indispensable".

"People need transportation and energy, and we are indispensable providers."

—— Tesla's human resources director explained this in the first email to employees on the night of the order. The logic is also complete. So at that time, Tesla asked employees in production, delivery and service lines to continue to work as usual.

Obviously, the government does not agree with Tesla's self-definition. The next day, the county government named Tesla as an "indispensable industry" and only allowed it to keep the minimum basic operations, such as maintaining inventory, security, paying wages, supporting remote work, etc ... Anyway, production is not one of them, and production is not good.

On that day, Tesla's share price fell by 3.3% during normal trading hours; Because of this news, it fell by 5.3% after a few hours. According to the American Consumer News and Business Channel, most technology stocks rose that day.

After two days, I said that your order was unclear, and you said that your order was not clear. Under the interviews of governments at all levels, Tesla finally decided to obey the organizational arrangements and issued the announcement of suspension of production mentioned at the beginning.

The California factory will stop production in an orderly manner and only carry out basic operations. Even so, there are not a few soldiers left. According to previous negotiations with the county government, the factory workforce has been reduced by 75%, that is, from 1 10,000 people in daily operation to 2,500 people.

The factory in new york will also temporarily stop production, but small-scale production is likely to occur, because the supply of parts and components necessary for services, infrastructure and key supply chains cannot be cut off.

Interestingly, the announcement pointed out that other facilities continued to operate, including Nevada, services and overcharged networks. However, in less than two days, Panasonic, the joint venture partner of Nevada Super Factory, could not help but announce that it would also stop production 14 days.

There must be a hundred thousand horses in the old horse's heart.

Stupid or bad?

At present, there are usually only two explanations for bosses who ignore workers' health and safety: they are either stupid or bad. On Musk, there is only one possibility that it is bad.

Motivated, it seems to be true.

Everyone knows Tesla's difficulties.

According to the forecast of Q4 financial report last year for the whole year of 2020, Tesla expects to deliver more than 500,000 vehicles (compared with 367,500 vehicles last year, an increase of at least 3,665,438+0%), and the deployment of solar energy and energy storage facilities will increase by at least 50%. As of now, Tesla has not announced the downward adjustment target.

As far as cars are concerned, it is difficult to finish. 10 In March, Tesla announced that it had reached the milestone of producing 1 10,000 vehicles, minus 9 1.95 million vehicles produced at the end of 20 19. According to InsideEVs' calculation, from this year to March 10, Tesla produced about 80,500 cars. Compared with 77 1 vehicle of Q 1 last year, the year-on-year increase was only 4.4%.

Trying to rush at the end of the season is a skill that everyone with KPI will automatically start.

However, this is the end of it-at this point, all Tesla's major factories in the United States will stop production.

It is foreseeable that its entire business will inevitably be hit hard.

California factory assembles complete vehicles and models? S3XY four models are produced and supplied worldwide; Does the Nevada factory produce models for California? 3/ year battery output (model? S/X is purchased from Japan), in addition to producing motors and Powerwall and Powerpack energy storage products; New york factory produces solar panels and charging facilities.

Therefore, the Shanghai factory and China market are facing performance pressure. Unfortunately, everything is just as bad. In February, Tesla registered only 23 14 new cars in China. Which model? X has 29 cars. What are their models? S is only 1 vehicle.

The possibility of subsequent retaliatory outbreaks is actually not high, and no institution predicts that the auto market will be bullish this year. All of these, only optimists can see the difference between falling by one digit and falling by two digits by realists.

Not to mention this model that will start mass production? Y, what kind of shadow does Tesla, who intends to make some decent money, bring; Even if the sale is not good, it is not as bad as the stagnation of the whole line.

According to Bloomberg News, Credit Suisse (Credit? Swiss bank) analyst Dan Levy (Dan? Levy) pointed out in a report that during the shutdown period, the amount of funds consumed by Tesla per week may be as high as about 300 million US dollars (about 265,438+300 million yuan).

Compared with Bloomberg's report on Tesla's "burning rate" in April last year, the cost of burning money per minute is 7,000 US dollars (about 49,000 yuan). At most, there are 10080 minutes in a week. At that time, the weekly consumption of funds was only 70.56 million US dollars (about 50,000 yuan), far below the vacant level.

Perhaps it is well aware of the impact on investment confidence. Tesla specifically pointed out in the announcement that as of the end of last year, its book surplus cash was US$ 6.3 billion (about RMB 44.67 billion), plus US$ 2.3 billion (about RMB 65.438+063.1100 million), which was enough to cope with long-term uncertainty. In addition, by the end of last year, they had an available credit line worth about 3 billion US dollars (about 2127 million yuan), which can be used to support local operations.

Roughly speaking, even if it is vacant for half a year, it can still climb up and get some air.

But in the boss's relative thinking, it is terrible to be vacant for half a day, and the surplus value system may be completely destroyed in that half a day.

The old horse will die.

Of course, no matter how strong the motivation is, it is just a matter of heart.

Depends on what he did.

When refusing to stop production, Musk once said, "I want to clarify that if you feel any slight illness or discomfort, please don't feel obligated to come to work. I will work by myself, but that's just my personal decision. If you want to stay at home, any reason is fine. "

He looks sympathetic, but his body is not as honest as his mouth.

According to the original plan, if you are unwell, you can stay at home and need paid leave (PTO). After the paid leave is used up, you can borrow another 80 hours (two weeks) and follow the normal sick leave procedure. If you can't or don't want to go to work, the company won't punish you for it, so please take paid leave. If you run out of paid leave, please take unpaid leave.

However, after accepting the suspension of production, the new arrangement is that hourly workers in two factories will be settled according to normal wages until yesterday; During the suspension of production, the company will provide paid vacation.

This kind of treatment is a far cry from capitalism and socialism. After all, not stopping production means daily operation, and if you understand Tesla's corporate culture, you will know that the original plan is very special and inclusive.

Even if there is such a difference, Musk really can't be called a horse of the exploiting class, and there are some chicken thieves.

This is also reflected in the past two weeks or so, he often tried to use Twitter to dwarf the severity of the epidemic.

The first bullet was this:

"That? Coronavirus? Panic? Is it? Dumb. " ? COVID-19's panic was foolish. ?

This is the most popular tweet this week. His tone is considered to be like Trump at that time. The latter's classic saying is, You Kangkang, people are finally willing to stay in the United States and spend all their money here. ...

This is the core view of Musk from beginning to end. Similar views can be expressed in different ways:

"Fear? Is it? That? Psychic killer. ? "？ Fear is Alan Wicker.

As a man who advocates science, it is not enough to have haiku, but also to fill in all kinds of evidence for his position.

For example, he thinks that the virus in COVID-19 has been exaggerated; The mortality rate has also been greatly overestimated:

According to Buzzfeed's report, in his letter to employees, he even tried to prove with data that COVID-19's risk of death was far less than that of driving home. To make a basic comparison, about 36,000 people die in car-related accidents every year, while 36 people die in COVID-19 this year ... This virus can't even rank among the 65,438+000 health risks. ...

Maybe his numbers were right at that time; Now the number is 583-this can explain two basic facts. He lacks a developmental vision and is not an epidemiologist.

In fact, he knows that his remarks have been criticized, but an old slick, like an old horse, is more inclined to classify these remarks with the previous attacks on himself and Tesla.

"Morality? Condemn? Used? Isn't it? For what? Moral? But? As? Answer? Weapons? For what? Manipulation? Is it? What a mess? Up. ? "？ Moral condemnation is not out of morality, but has become a weapon to manipulate people's hearts. It's really messy.

He has enough followers to support even the most outrageous remarks. Just watch the praises.

But these are early reactions.

Since last week, he has transformed into a disease KOL. He will answer some questions about how to relieve stress and actively discuss potential treatment schemes, such as chloroquine.

Ma Lao even shared his previous pathological experience of using chloroquine with netizens.

Chloroquine is a cheap drug to treat malaria. On March 16, the team led by French biologist Didier Raoult announced that the clinical trial of chloroquine in treating COVID-19 had achieved initial results. This conclusion has aroused widespread concern in the United States. (Trump praised this again)

Although his original intention may be to show that COVID-19 has a cure, it is not terrible. It's like he sent a new message in China, which means the same thing.

After all, he still believes that the danger of panic goes far beyond novel coronavirus itself. If we excessively tilt medical resources towards COVID-19's disease, we will pay the price for treating other diseases.

However, we can still see that the attitude of the old horse has changed with the shift of the time axis.

For example, in early March, he was rational and expanded in the way of Musk. After all, Americans have not yet formed a clear attitude towards the public. Although we can see our past lessons across the sea, if the lessons are useful, mankind will not repeat the old road of history.

When the epidemic began to provide an immersive experience, forced suspension of trading and the stock market plummeted, his acceptance curve basically followed the development of the epidemic. You can't always say that people can't copy homework. This is all an afterthought. Replace yourself.

People are always prone to sympathize with the sufferings in the distance, always judge the problems in the distance, but turn a blind eye to the same sufferings and problems in front of them. Because for the distance, we actually don't bear the responsibility and cost. The closer you get, the more you involve your own interests, and the more you will deduce in the direction of seeking advantages and avoiding disadvantages. No matter how clever a person is, he will fall into the trap of his own logic. It's not stupid, it's not bad, it even has a clear subjective intention, it's just a weakness of human nature.

After all, he is an ordinary person. The conclusion that there is no nutrition is a classic dilemma about idols.

As an individual, Musk has the right and freedom to digest emergencies like COVID-19 in his own way, just like every ordinary person. But as a public figure-he has more than 32 million fans on Twitter, not including fans who can't tweet in some areas but can only watch from the cloud, he has an obligation to be responsible for how he expresses himself in public.

Putting it on Tesla is actually an old story of Twitter public relations Waterloo. How to reduce risks while retaining personality charm?

In fact, some capital-related risks have been divested.

After the Twitter gaffe on 20 18, as a settlement clause with the SEC, Musk not only gave up the position of chairman of Tesla's board of directors and paid Tesla a fine of 20 million US dollars (about RMB1400,000 yuan), but also promised to assign a "Twitter nanny" (actually a Tesla lawyer) to supervise all his external communication, including tweets.

Since then, Lao Ma has been honest for a while, but in February last year, he made another mistake and sent a tweet about productivity. The result is still wrong. Tesla later admitted that the article had not been pre-examined, which made the SEC very angry. So in April last year, it formulated stricter new regulations and appointed a senior securities lawyer as a new nanny. However, any written statement concerning the company's financial situation, potential merger, production quantity, unpublished forecast, or new business scope must be pre-examined.

At least so far, there are no new troubles.

In the future, in the face of the Volkswagen incident, Tesla may also consider a similar pre-trial for the old horse. To be reasonable, I have never supported any form of censorship. However, under the premise of the tightening public opinion environment in the United States and even the world (white left PC is terrible:), enterprises may need to control evaluation and push, and it is easy to hurt feelings if they are not careful.

What humans need, old horses build.

As an indispensable braggart, I can't let this article end without a rainbow fart.

There is a reason why an old horse becomes an old horse.

The turning point begins with being called an idiot. On March 18, a Tesla owner Raja Abbas (Raja? Abbas) shouted to Ma Lao on Twitter: "Please arrange the factory to switch to a ventilator as soon as possible." He showed his friendly status. "I am a Tesla owner and I love Tesla very much. You must stop acting like an idiot. This is a huge disaster. Ask the first-line doctor. "

Musk may have never been called an idiot in his life and felt that what the other party said made sense. He replied, "If there is a shortage, we will build a ventilator."

Then, new york Mayor Bill Bill de Blasio (Bill? De? Blasio) said that there is a "serious" shortage, and new york will need thousands of ventilators in the coming weeks.

According to business? Insider reports that some experts estimate that about 654.38 million+00000 Americans may need ventilators during the COVID-19 outbreak. According to the report of the Health and Safety Center of Johns Hopkins University in February, there are about10.7 million ventilators in the United States, of which10.6 million are used in hospitals, and about 8,900 ventilators are kept in the national reserve.

Including General Motors and Ford Motor Company, have expressed their willingness to do their best and are exploring the possibility of manufacturing ventilators and other equipment.

Technically, Musk thinks it's okay to switch production. "Tesla cars are equipped with complicated HVAC systems, while the spacecraft of Space Exploration Technology Company has life support systems." In contrast, ventilators are not difficult, but they can't be produced immediately.

As a result, Lao Ma's Twitter style changed again and became a material KOL-on March 22nd, Lao Ma tweeted that Medtronic had something to do with it? Plc) discusses the engineering of the most advanced ventilator.

According to an interview with Musk by CleanTechnica, Tesla has 250,000 N95 masks, which will be distributed to medical institutions from Sunday night.

Don't forget to spit out that the N95 mask is not easy to wear.

The hospital received supplies one after another.

From then on, there was a masked dragon in the Jianghu.

In addition, more than 200 ventilators will be arranged/kloc-0 this week. Of course, none of these ventilators are made by Tesla. According to CleanTechnica's data, it may take 8 ~ 10 weeks for Tesla and Space Exploration Technologies to start producing ventilators.

In any case, you can't deny him, even if his countless bad habits make you look down on him. Fresh and refined, nothing like those sluts outside. It always uses technology to promote the improvement of human living conditions. This is great.

As a professional horse worshipper said: Do you understand why he is a god?

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.