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拜登任命交通局新顧問(wèn),遭到馬斯克和特斯拉鐵粉質(zhì)疑

這位美國(guó)國(guó)家公路交通安全管理局的高級(jí)安全顧問(wèn)對(duì)特斯拉有關(guān)全自動(dòng)駕駛的魯莽做法一向持批評(píng)態(tài)度。

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美國(guó)總統(tǒng)喬·拜登和他的政府對(duì)特斯拉(Tesla)的埃隆·馬斯克抱有偏見(jiàn)嗎?

特斯拉的死忠粉們似乎是這么覺(jué)得的,他們認(rèn)為,美國(guó)國(guó)家公路交通安全管理局(U.S. National Highway Traffic Safety Administration)最新任命的顧問(wèn)人選證實(shí)了這種偏見(jiàn)的存在。

10月19日,美國(guó)總統(tǒng)喬·拜登宣布了新一批政府高級(jí)職位提名,包括美國(guó)國(guó)家公路交通安全管理局的局長(zhǎng)史蒂文·克利夫。然而,就在他們期待特斯拉第三季度的巨額利潤(rùn)推動(dòng)其股價(jià)創(chuàng)下歷史新高的幾個(gè)小時(shí)前,有一項(xiàng)不太起眼的任命讓特斯拉的死忠粉陷入了一片嘩然之中。與以往一樣,馬斯克對(duì)此持支持態(tài)度。

據(jù)報(bào)道,杜克大學(xué)(Duke University)的一位工程學(xué)教授瑪麗·路易斯·卡明斯被選為了美國(guó)國(guó)家公路交通安全管理局的高級(jí)安全顧問(wèn),將于未來(lái)奮戰(zhàn)在自動(dòng)駕駛技術(shù)監(jiān)管第一線。這可能會(huì)不利于特斯拉的發(fā)展,因?yàn)樗龑?duì)特斯拉有關(guān)全自動(dòng)駕駛的魯莽做法一向持批評(píng)態(tài)度。

馬斯克相信,一旦人們?cè)敢鉃樽詣?dòng)駕駛汽車買單,他價(jià)值1萬(wàn)美元的自動(dòng)駕駛軟件最終將創(chuàng)收數(shù)百億美元。然而,卡明斯曾經(jīng)在推特(Twitter)上多次公開(kāi)批評(píng)特斯拉及馬斯克的這一野心,并表達(dá)了對(duì)自動(dòng)駕駛技術(shù)的有關(guān)擔(dān)憂。

在特斯拉的投資者看來(lái),更糟糕的是,卡明斯是Veoneer的獨(dú)立董事,后者是一家瑞士汽車零部件公司,致力于研發(fā)推廣能動(dòng)安全系統(tǒng)和高級(jí)駕駛輔助系統(tǒng),其產(chǎn)品之一為激光雷達(dá),一種激光傳感器,可以通過(guò)掃描生成有關(guān)周邊環(huán)境的詳細(xì)三維地圖。

一些自稱“力求進(jìn)步的自動(dòng)輔助駕駛用戶”的特斯拉支持者隨即在網(wǎng)上發(fā)起了一次請(qǐng)?jiān)富顒?dòng),要求政府重新評(píng)估這一任命。

美國(guó)國(guó)家公路交通安全管理局沒(méi)有立即回應(yīng)《財(cái)富》雜志的置評(píng)請(qǐng)求。

爭(zhēng)論激烈

特斯拉的支持者認(rèn)為,卡明斯可能會(huì)是特斯拉衰退的既得利益者,尤其是在馬斯克認(rèn)為激光雷達(dá)成本高得令人卻步,而且完全沒(méi)有必要用于完全自動(dòng)駕駛的情況下。Veoneer甚至在其最新的年度報(bào)告中,將特斯拉列為一家可能在“自動(dòng)駕駛帶來(lái)的重大商機(jī)”上與之競(jìng)爭(zhēng)的公司。

最近,Veoneer再次成為了爭(zhēng)論的焦點(diǎn)。美國(guó)的芯片組制造商高通(Qualcomm)與財(cái)團(tuán)合作,剛剛以45億美元的總價(jià)成功收購(gòu)了該公司。當(dāng)被《財(cái)富》雜志問(wèn)及,如果卡明斯接受了美國(guó)國(guó)家公路交通安全管理局顧問(wèn)的任命,她是否應(yīng)該辭職并出售公司股票時(shí),Veoneer的一位發(fā)言人拒絕置評(píng)。

與此同時(shí),美國(guó)國(guó)家公路交通安全管理局也和特斯拉發(fā)生了摩擦。在一系列涉及特斯拉車型的撞車事故發(fā)生后,美國(guó)國(guó)家公路交通安全管理局向特斯拉發(fā)送了一份質(zhì)詢函,要求后者必須在10月22日之前回應(yīng)有關(guān)完全自動(dòng)駕駛和更基礎(chǔ)的標(biāo)配版自動(dòng)駕駛功能的系列問(wèn)題。

最近,據(jù)報(bào)道,在特斯拉試圖解決有關(guān)自動(dòng)駕駛系統(tǒng)如何檢測(cè)和應(yīng)對(duì)停在公路上的緊急車輛這一潛在的安全隱患時(shí),美國(guó)國(guó)家公路交通安全管理局也提出了異議。通常情況下,這需要特斯拉將其計(jì)劃告知美國(guó)國(guó)家公路交通安全管理局,并詳細(xì)說(shuō)明擬議的解決方案,但馬斯克僅僅只直接向車主推出了軟件更新服務(wù),并未提前與其進(jìn)行協(xié)商。

美國(guó)國(guó)家公路交通安全管理局并不是美國(guó)政府中唯一一家對(duì)特斯拉有意見(jiàn)的部門。美國(guó)國(guó)家運(yùn)輸安全委員會(huì)(National Transportation Safety Board)的新任主席詹妮弗·霍曼迪上個(gè)月對(duì)《華爾街日?qǐng)?bào)》(Wall Street Journal)表示,特斯拉大范圍推廣完全自動(dòng)駕駛測(cè)試版的前提應(yīng)該是其已經(jīng)排除了安全隱患。

一些看好特斯拉的人認(rèn)為,政治阻力的增加與拜登政府及其支持者有關(guān)。

當(dāng)拜登在華盛頓舉辦電動(dòng)汽車峰會(huì),設(shè)定電動(dòng)汽車普及目標(biāo)時(shí),底特律的三巨頭:通用汽車(General Motors)、福特(Ford)和Stellantis均受邀參加,特斯拉卻并未在邀請(qǐng)之列。這個(gè)解釋起來(lái)或許很容易,因?yàn)樘厮估⒎莾?nèi)燃機(jī)汽車制造商。但白宮新聞秘書珍·普薩基告訴記者,他們只邀請(qǐng)了已經(jīng)加入工會(huì)的汽車制造商,其余的記者應(yīng)該自行解讀。

“樂(lè)意聊聊”

民主黨與美國(guó)汽車工會(huì)(United Auto Workers)有著深厚的歷史淵源。盡管馬斯克自稱其使命是拯救人類,但他在新冠肺炎疫情期間卻讓裝配工人冒著健康風(fēng)險(xiǎn)去完成生產(chǎn)目標(biāo)。從美國(guó)汽車工會(huì)的角度來(lái)看,馬斯克堅(jiān)決不讓員工在其工廠建立工會(huì),甚至在他即將于德國(guó)(工會(huì)在該國(guó)的地位舉足輕重)格林海德新建的工廠也是如此。

10月19日,卡明斯轉(zhuǎn)發(fā)了有關(guān)她被任命的消息。特斯拉的死忠粉擔(dān)心,卡明斯可能熱衷于關(guān)注對(duì)特斯拉持反對(duì)立場(chǎng)的賬號(hào)。她在推特上關(guān)注了一些否定特斯拉的人,例如吉姆·查諾斯,但由于“拒絕承認(rèn)這一行為”的特斯拉粉絲的“網(wǎng)絡(luò)暴力”,她似乎屏蔽了一些特斯拉的死忠粉。

與此同時(shí),一些特斯拉最忠實(shí)的投資者表達(dá)了一些擔(dān)憂,半開(kāi)玩笑地說(shuō),拜登政府也許是對(duì)這只股票感興趣。

而馬斯克的舉動(dòng)同時(shí)也再次讓批評(píng)者感到震驚。當(dāng)一位Cybertruck客戶跟他說(shuō),要是汽車有側(cè)窗,這車他就不買了時(shí),馬斯克安慰對(duì)方說(shuō):“安裝側(cè)窗是法律需要,但其設(shè)計(jì)目的就是便于車主拆卸。”

但卡明斯在馬斯克最喜歡的社交媒體平臺(tái)上向他伸出了橄欖枝。當(dāng)他在推特上說(shuō)她過(guò)往的行為說(shuō)明其對(duì)特斯拉存在“嚴(yán)重偏見(jiàn)”時(shí),卡明斯發(fā)了一條推文回應(yīng)馬斯克,稱“很樂(lè)意隨時(shí)坐下來(lái)和你聊聊”。(財(cái)富中文網(wǎng))

譯者:Claire

美國(guó)總統(tǒng)喬·拜登和他的政府對(duì)特斯拉(Tesla)的埃隆·馬斯克抱有偏見(jiàn)嗎?

特斯拉的死忠粉們似乎是這么覺(jué)得的,他們認(rèn)為,美國(guó)國(guó)家公路交通安全管理局(U.S. National Highway Traffic Safety Administration)最新任命的顧問(wèn)人選證實(shí)了這種偏見(jiàn)的存在。

10月19日,美國(guó)總統(tǒng)喬·拜登宣布了新一批政府高級(jí)職位提名,包括美國(guó)國(guó)家公路交通安全管理局的局長(zhǎng)史蒂文·克利夫。然而,就在他們期待特斯拉第三季度的巨額利潤(rùn)推動(dòng)其股價(jià)創(chuàng)下歷史新高的幾個(gè)小時(shí)前,有一項(xiàng)不太起眼的任命讓特斯拉的死忠粉陷入了一片嘩然之中。與以往一樣,馬斯克對(duì)此持支持態(tài)度。

據(jù)報(bào)道,杜克大學(xué)(Duke University)的一位工程學(xué)教授瑪麗·路易斯·卡明斯被選為了美國(guó)國(guó)家公路交通安全管理局的高級(jí)安全顧問(wèn),將于未來(lái)奮戰(zhàn)在自動(dòng)駕駛技術(shù)監(jiān)管第一線。這可能會(huì)不利于特斯拉的發(fā)展,因?yàn)樗龑?duì)特斯拉有關(guān)全自動(dòng)駕駛的魯莽做法一向持批評(píng)態(tài)度。

馬斯克相信,一旦人們?cè)敢鉃樽詣?dòng)駕駛汽車買單,他價(jià)值1萬(wàn)美元的自動(dòng)駕駛軟件最終將創(chuàng)收數(shù)百億美元。然而,卡明斯曾經(jīng)在推特(Twitter)上多次公開(kāi)批評(píng)特斯拉及馬斯克的這一野心,并表達(dá)了對(duì)自動(dòng)駕駛技術(shù)的有關(guān)擔(dān)憂。

在特斯拉的投資者看來(lái),更糟糕的是,卡明斯是Veoneer的獨(dú)立董事,后者是一家瑞士汽車零部件公司,致力于研發(fā)推廣能動(dòng)安全系統(tǒng)和高級(jí)駕駛輔助系統(tǒng),其產(chǎn)品之一為激光雷達(dá),一種激光傳感器,可以通過(guò)掃描生成有關(guān)周邊環(huán)境的詳細(xì)三維地圖。

一些自稱“力求進(jìn)步的自動(dòng)輔助駕駛用戶”的特斯拉支持者隨即在網(wǎng)上發(fā)起了一次請(qǐng)?jiān)富顒?dòng),要求政府重新評(píng)估這一任命。

美國(guó)國(guó)家公路交通安全管理局沒(méi)有立即回應(yīng)《財(cái)富》雜志的置評(píng)請(qǐng)求。

爭(zhēng)論激烈

特斯拉的支持者認(rèn)為,卡明斯可能會(huì)是特斯拉衰退的既得利益者,尤其是在馬斯克認(rèn)為激光雷達(dá)成本高得令人卻步,而且完全沒(méi)有必要用于完全自動(dòng)駕駛的情況下。Veoneer甚至在其最新的年度報(bào)告中,將特斯拉列為一家可能在“自動(dòng)駕駛帶來(lái)的重大商機(jī)”上與之競(jìng)爭(zhēng)的公司。

最近,Veoneer再次成為了爭(zhēng)論的焦點(diǎn)。美國(guó)的芯片組制造商高通(Qualcomm)與財(cái)團(tuán)合作,剛剛以45億美元的總價(jià)成功收購(gòu)了該公司。當(dāng)被《財(cái)富》雜志問(wèn)及,如果卡明斯接受了美國(guó)國(guó)家公路交通安全管理局顧問(wèn)的任命,她是否應(yīng)該辭職并出售公司股票時(shí),Veoneer的一位發(fā)言人拒絕置評(píng)。

與此同時(shí),美國(guó)國(guó)家公路交通安全管理局也和特斯拉發(fā)生了摩擦。在一系列涉及特斯拉車型的撞車事故發(fā)生后,美國(guó)國(guó)家公路交通安全管理局向特斯拉發(fā)送了一份質(zhì)詢函,要求后者必須在10月22日之前回應(yīng)有關(guān)完全自動(dòng)駕駛和更基礎(chǔ)的標(biāo)配版自動(dòng)駕駛功能的系列問(wèn)題。

最近,據(jù)報(bào)道,在特斯拉試圖解決有關(guān)自動(dòng)駕駛系統(tǒng)如何檢測(cè)和應(yīng)對(duì)停在公路上的緊急車輛這一潛在的安全隱患時(shí),美國(guó)國(guó)家公路交通安全管理局也提出了異議。通常情況下,這需要特斯拉將其計(jì)劃告知美國(guó)國(guó)家公路交通安全管理局,并詳細(xì)說(shuō)明擬議的解決方案,但馬斯克僅僅只直接向車主推出了軟件更新服務(wù),并未提前與其進(jìn)行協(xié)商。

美國(guó)國(guó)家公路交通安全管理局并不是美國(guó)政府中唯一一家對(duì)特斯拉有意見(jiàn)的部門。美國(guó)國(guó)家運(yùn)輸安全委員會(huì)(National Transportation Safety Board)的新任主席詹妮弗·霍曼迪上個(gè)月對(duì)《華爾街日?qǐng)?bào)》(Wall Street Journal)表示,特斯拉大范圍推廣完全自動(dòng)駕駛測(cè)試版的前提應(yīng)該是其已經(jīng)排除了安全隱患。

一些看好特斯拉的人認(rèn)為,政治阻力的增加與拜登政府及其支持者有關(guān)。

當(dāng)拜登在華盛頓舉辦電動(dòng)汽車峰會(huì),設(shè)定電動(dòng)汽車普及目標(biāo)時(shí),底特律的三巨頭:通用汽車(General Motors)、福特(Ford)和Stellantis均受邀參加,特斯拉卻并未在邀請(qǐng)之列。這個(gè)解釋起來(lái)或許很容易,因?yàn)樘厮估⒎莾?nèi)燃機(jī)汽車制造商。但白宮新聞秘書珍·普薩基告訴記者,他們只邀請(qǐng)了已經(jīng)加入工會(huì)的汽車制造商,其余的記者應(yīng)該自行解讀。

“樂(lè)意聊聊”

民主黨與美國(guó)汽車工會(huì)(United Auto Workers)有著深厚的歷史淵源。盡管馬斯克自稱其使命是拯救人類,但他在新冠肺炎疫情期間卻讓裝配工人冒著健康風(fēng)險(xiǎn)去完成生產(chǎn)目標(biāo)。從美國(guó)汽車工會(huì)的角度來(lái)看,馬斯克堅(jiān)決不讓員工在其工廠建立工會(huì),甚至在他即將于德國(guó)(工會(huì)在該國(guó)的地位舉足輕重)格林海德新建的工廠也是如此。

10月19日,卡明斯轉(zhuǎn)發(fā)了有關(guān)她被任命的消息。特斯拉的死忠粉擔(dān)心,卡明斯可能熱衷于關(guān)注對(duì)特斯拉持反對(duì)立場(chǎng)的賬號(hào)。她在推特上關(guān)注了一些否定特斯拉的人,例如吉姆·查諾斯,但由于“拒絕承認(rèn)這一行為”的特斯拉粉絲的“網(wǎng)絡(luò)暴力”,她似乎屏蔽了一些特斯拉的死忠粉。

與此同時(shí),一些特斯拉最忠實(shí)的投資者表達(dá)了一些擔(dān)憂,半開(kāi)玩笑地說(shuō),拜登政府也許是對(duì)這只股票感興趣。

而馬斯克的舉動(dòng)同時(shí)也再次讓批評(píng)者感到震驚。當(dāng)一位Cybertruck客戶跟他說(shuō),要是汽車有側(cè)窗,這車他就不買了時(shí),馬斯克安慰對(duì)方說(shuō):“安裝側(cè)窗是法律需要,但其設(shè)計(jì)目的就是便于車主拆卸?!?/p>

但卡明斯在馬斯克最喜歡的社交媒體平臺(tái)上向他伸出了橄欖枝。當(dāng)他在推特上說(shuō)她過(guò)往的行為說(shuō)明其對(duì)特斯拉存在“嚴(yán)重偏見(jiàn)”時(shí),卡明斯發(fā)了一條推文回應(yīng)馬斯克,稱“很樂(lè)意隨時(shí)坐下來(lái)和你聊聊”。(財(cái)富中文網(wǎng))

譯者:Claire

Does the White House and its political allies have it out for Elon Musk?

Tesla bulls seem to think so, and they point to the U.S. National Highway Traffic Safety Administration (NHTSA) as the latest proof of its bias.

On October 19, President Joe Biden announced a number of new nominees for senior government posts, including Steven Cliff as NHTSA administrator. Yet it was actually reports over a lesser-known appointment that has the Tesla faithful in a state of uproar, hours before they hope a blowout third quarter will power the stock to new all-time highs. Characteristically, Musk has publicly backed the outrage.

A Duke University professor of engineering, Mary Louise “Missy” Cummings, has been reportedly picked as the agency’s new senior safety adviser, putting her at the front line of any regulatory battles around autonomous driving technology. The choice could hurt the company's fortunes, as she's been highly skeptical of what she considers Tesla’s reckless approach to full self-driving (FSD) in the past.

Musk believes his $10,000 FSD feature will eventually mint tens of billions of dollars in software profits, as people pay extra for an autonomous vehicle. Several times, however, Cummings has gone on the record with critical remarks regarding Tesla's—and Musk's—autonomous driving ambitions. A few landed like—well, this being Twitter—a gut punch.

Making matters worse in the eyes of Tesla investors, Cummings is an independent board member of Veoneer. The Swiss auto parts supplier specializes in active safety systems and advanced driver assistance technology including lidar, a laser sensor that can create detailed three-dimensional maps of the environment by scanning their surroundings.

So incensed, a group of Tesla supporters are now circulating an online petition demanding a review of Cummings’s apparent appointment. The letter is signed by a group calling itself Autopilot Users for Progress.

The NHTSA did not immediately respond to Fortune’s request for comment.

Sparks fly

Tesla supporters believe Cummings may have a vested interest in seeing the EV pioneer fail, especially as Musk has argued lidar is prohibitively expensive and wholly unnecessary for full self-driving. Veoneer even lists Tesla in its latest annual report as a company that could potentially compete with it over the “significant business opportunities presented by autonomous driving."

The latest spat puts the spotlight squarely on Veoneer again. It just agreed to be purchased by a consortium led by U.S. chipset manufacturer Qualcomm for the sum of $4.5 billion. Asked by Fortune whether Cummings should resign from her post and sell company shares should she take the NHTSA adviser appointment, a spokesman for Veoneer declined to comment.

The news also comes as sparks fly between NHTSA and Tesla. Following a spate of high-profile accidents, the federal agency sent Tesla a catalog of demands for information, to be met by Oct. 22, about FSD and the more basic autopilot feature that comes standard in every car.

More recently, the NHTSA reportedly took issue when the latter tried to quickly fix a potential safety hazard involving the way its cars drive on standard autopilot when emergency vehicles have pulled to the side of the road. Normally this would require Tesla informing it of its plans and detailing a proposed solution, but instead Musk simply pushed out the software update to the fleet without bothering to coordinate first with the highway safety regulator.

NHTSA isn't the only one in the U.S. government with a bone to pick with Tesla. Jennifer Homendy, the new head of the National Transportation Safety Board, told the Wall Street Journal last month that the carmaker shouldn't roll out FSD beta to its broader U.S. customer base before first addressing safety deficiencies.

Some Tesla bulls believe the increasing political headwinds are linked to the Biden administration and its supporters.

When the White House hosted an electric-vehicle summit to Washington to discuss EV penetration targets, he invited only Detroit’s Big Three: General Motors, Ford, and Stellantis. This might have been easily explainable, as Tesla doesn’t build any combustion engine cars to begin with, were it not for Biden press secretary Jen Psaki telling reporters only unionized carmakers were invited, and that reporters should draw their conclusions.

“Happy to talk”

The Democratic Party maintains long-standing ties to the United Auto Workers. Despite his self-professed mission to save the human race, Musk has subjected his assembly line workers to health risks during the pandemic to ensure production targets are met. From the UAW’s point of view, he has firmly opposed any attempt by employees to organize in his factories, a stance extended even to his upcoming Grünheide plant in union-friendly Germany.

Tesla bulls fear Cummings, who retweeted the reports of her appointment herself on October 19, may also have an unhealthy interest in Tesla-critical accounts. She follows on Twitter a number of well-known bears and Musk opponents, including Tesla bear Jim Chanos, while seemingly blocking a number of pro-Tesla accounts, due to "Tesla troll cyberstalking" by "fact-denying" fans.

Meanwhile, some of Tesla's most committed investors now voice concern—some, perhaps facetitiously—that the Biden administration has it in for the stock.

Musk meanwhile continues to give critics cause for alarm. When told by a Cybertruck customer he wouldn't follow through with an order if the vehicle had side windows, the Tesla CEO assuaged him by saying, "They're required by law but designed to be easy to remove by owners."

But Cummings took to Musk’s favorite social media platform to offer him an olive branch. When he tweeted that her track record was "extremely biased," she shot back: "happy to sit down and talk with you anytime."

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