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拜登任命交通局新顾问,遭到马斯克和特斯拉铁粉质疑

拜登任命交通局新顾问,遭到马斯克和特斯拉铁粉质疑

Christiaan Hetzner 2021-10-30
这位美国国家公路交通安全管理局的高级安全顾问对特斯拉有关全自动驾驶的鲁莽做法一向持批评态度。

美国总统乔·拜登和他的政府对特斯拉(Tesla)的埃隆·马斯克抱有偏见吗?

特斯拉的死忠粉们似乎是这么觉得的,他们认为,美国国家公路交通安全管理局(U.S. National Highway Traffic Safety Administration)最新任命的顾问人选证实了这种偏见的存在。

10月19日,美国总统乔·拜登宣布了新一批政府高级职位提名,包括美国国家公路交通安全管理局的局长史蒂文·克利夫。然而,就在他们期待特斯拉第三季度的巨额利润推动其股价创下历史新高的几个小时前,有一项不太起眼的任命让特斯拉的死忠粉陷入了一片哗然之中。与以往一样,马斯克对此持支持态度。

据报道,杜克大学(Duke University)的一位工程学教授玛丽·路易斯·卡明斯被选为了美国国家公路交通安全管理局的高级安全顾问,将于未来奋战在自动驾驶技术监管第一线。这可能会不利于特斯拉的发展,因为她对特斯拉有关全自动驾驶的鲁莽做法一向持批评态度。

马斯克相信,一旦人们愿意为自动驾驶汽车买单,他价值1万美元的自动驾驶软件最终将创收数百亿美元。然而,卡明斯曾经在推特(Twitter)上多次公开批评特斯拉及马斯克的这一野心,并表达了对自动驾驶技术的有关担忧。

在特斯拉的投资者看来,更糟糕的是,卡明斯是Veoneer的独立董事,后者是一家瑞士汽车零部件公司,致力于研发推广能动安全系统和高级驾驶辅助系统,其产品之一为激光雷达,一种激光传感器,可以通过扫描生成有关周边环境的详细三维地图。

一些自称“力求进步的自动辅助驾驶用户”的特斯拉支持者随即在网上发起了一次请愿活动,要求政府重新评估这一任命。

美国国家公路交通安全管理局没有立即回应《财富》杂志的置评请求。

争论激烈

特斯拉的支持者认为,卡明斯可能会是特斯拉衰退的既得利益者,尤其是在马斯克认为激光雷达成本高得令人却步,而且完全没有必要用于完全自动驾驶的情况下。Veoneer甚至在其最新的年度报告中,将特斯拉列为一家可能在“自动驾驶带来的重大商机”上与之竞争的公司。

最近,Veoneer再次成为了争论的焦点。美国的芯片组制造商高通(Qualcomm)与财团合作,刚刚以45亿美元的总价成功收购了该公司。当被《财富》杂志问及,如果卡明斯接受了美国国家公路交通安全管理局顾问的任命,她是否应该辞职并出售公司股票时,Veoneer的一位发言人拒绝置评。

与此同时,美国国家公路交通安全管理局也和特斯拉发生了摩擦。在一系列涉及特斯拉车型的撞车事故发生后,美国国家公路交通安全管理局向特斯拉发送了一份质询函,要求后者必须在10月22日之前回应有关完全自动驾驶和更基础的标配版自动驾驶功能的系列问题。

最近,据报道,在特斯拉试图解决有关自动驾驶系统如何检测和应对停在公路上的紧急车辆这一潜在的安全隐患时,美国国家公路交通安全管理局也提出了异议。通常情况下,这需要特斯拉将其计划告知美国国家公路交通安全管理局,并详细说明拟议的解决方案,但马斯克仅仅只直接向车主推出了软件更新服务,并未提前与其进行协商。

美国国家公路交通安全管理局并不是美国政府中唯一一家对特斯拉有意见的部门。美国国家运输安全委员会(National Transportation Safety Board)的新任主席詹妮弗·霍曼迪上个月对《华尔街日报》(Wall Street Journal)表示,特斯拉大范围推广完全自动驾驶测试版的前提应该是其已经排除了安全隐患。

一些看好特斯拉的人认为,政治阻力的增加与拜登政府及其支持者有关。

当拜登在华盛顿举办电动汽车峰会,设定电动汽车普及目标时,底特律的三巨头:通用汽车(General Motors)、福特(Ford)和Stellantis均受邀参加,特斯拉却并未在邀请之列。这个解释起来或许很容易,因为特斯拉并非内燃机汽车制造商。但白宫新闻秘书珍·普萨基告诉记者,他们只邀请了已经加入工会的汽车制造商,其余的记者应该自行解读。

“乐意聊聊”

民主党与美国汽车工会(United Auto Workers)有着深厚的历史渊源。尽管马斯克自称其使命是拯救人类,但他在新冠肺炎疫情期间却让装配工人冒着健康风险去完成生产目标。从美国汽车工会的角度来看,马斯克坚决不让员工在其工厂建立工会,甚至在他即将于德国(工会在该国的地位举足轻重)格林海德新建的工厂也是如此。

10月19日,卡明斯转发了有关她被任命的消息。特斯拉的死忠粉担心,卡明斯可能热衷于关注对特斯拉持反对立场的账号。她在推特上关注了一些否定特斯拉的人,例如吉姆·查诺斯,但由于“拒绝承认这一行为”的特斯拉粉丝的“网络暴力”,她似乎屏蔽了一些特斯拉的死忠粉。

与此同时,一些特斯拉最忠实的投资者表达了一些担忧,半开玩笑地说,拜登政府也许是对这只股票感兴趣。

而马斯克的举动同时也再次让批评者感到震惊。当一位Cybertruck客户跟他说,要是汽车有侧窗,这车他就不买了时,马斯克安慰对方说:“安装侧窗是法律需要,但其设计目的就是便于车主拆卸。”

但卡明斯在马斯克最喜欢的社交媒体平台上向他伸出了橄榄枝。当他在推特上说她过往的行为说明其对特斯拉存在“严重偏见”时,卡明斯发了一条推文回应马斯克,称“很乐意随时坐下来和你聊聊”。(财富中文网)

译者:Claire

美国总统乔·拜登和他的政府对特斯拉(Tesla)的埃隆·马斯克抱有偏见吗?

特斯拉的死忠粉们似乎是这么觉得的,他们认为,美国国家公路交通安全管理局(U.S. National Highway Traffic Safety Administration)最新任命的顾问人选证实了这种偏见的存在。

10月19日,美国总统乔·拜登宣布了新一批政府高级职位提名,包括美国国家公路交通安全管理局的局长史蒂文·克利夫。然而,就在他们期待特斯拉第三季度的巨额利润推动其股价创下历史新高的几个小时前,有一项不太起眼的任命让特斯拉的死忠粉陷入了一片哗然之中。与以往一样,马斯克对此持支持态度。

据报道,杜克大学(Duke University)的一位工程学教授玛丽·路易斯·卡明斯被选为了美国国家公路交通安全管理局的高级安全顾问,将于未来奋战在自动驾驶技术监管第一线。这可能会不利于特斯拉的发展,因为她对特斯拉有关全自动驾驶的鲁莽做法一向持批评态度。

马斯克相信,一旦人们愿意为自动驾驶汽车买单,他价值1万美元的自动驾驶软件最终将创收数百亿美元。然而,卡明斯曾经在推特(Twitter)上多次公开批评特斯拉及马斯克的这一野心,并表达了对自动驾驶技术的有关担忧。

在特斯拉的投资者看来,更糟糕的是,卡明斯是Veoneer的独立董事,后者是一家瑞士汽车零部件公司,致力于研发推广能动安全系统和高级驾驶辅助系统,其产品之一为激光雷达,一种激光传感器,可以通过扫描生成有关周边环境的详细三维地图。

一些自称“力求进步的自动辅助驾驶用户”的特斯拉支持者随即在网上发起了一次请愿活动,要求政府重新评估这一任命。

美国国家公路交通安全管理局没有立即回应《财富》杂志的置评请求。

争论激烈

特斯拉的支持者认为,卡明斯可能会是特斯拉衰退的既得利益者,尤其是在马斯克认为激光雷达成本高得令人却步,而且完全没有必要用于完全自动驾驶的情况下。Veoneer甚至在其最新的年度报告中,将特斯拉列为一家可能在“自动驾驶带来的重大商机”上与之竞争的公司。

最近,Veoneer再次成为了争论的焦点。美国的芯片组制造商高通(Qualcomm)与财团合作,刚刚以45亿美元的总价成功收购了该公司。当被《财富》杂志问及,如果卡明斯接受了美国国家公路交通安全管理局顾问的任命,她是否应该辞职并出售公司股票时,Veoneer的一位发言人拒绝置评。

与此同时,美国国家公路交通安全管理局也和特斯拉发生了摩擦。在一系列涉及特斯拉车型的撞车事故发生后,美国国家公路交通安全管理局向特斯拉发送了一份质询函,要求后者必须在10月22日之前回应有关完全自动驾驶和更基础的标配版自动驾驶功能的系列问题。

最近,据报道,在特斯拉试图解决有关自动驾驶系统如何检测和应对停在公路上的紧急车辆这一潜在的安全隐患时,美国国家公路交通安全管理局也提出了异议。通常情况下,这需要特斯拉将其计划告知美国国家公路交通安全管理局,并详细说明拟议的解决方案,但马斯克仅仅只直接向车主推出了软件更新服务,并未提前与其进行协商。

美国国家公路交通安全管理局并不是美国政府中唯一一家对特斯拉有意见的部门。美国国家运输安全委员会(National Transportation Safety Board)的新任主席詹妮弗·霍曼迪上个月对《华尔街日报》(Wall Street Journal)表示,特斯拉大范围推广完全自动驾驶测试版的前提应该是其已经排除了安全隐患。

一些看好特斯拉的人认为,政治阻力的增加与拜登政府及其支持者有关。

当拜登在华盛顿举办电动汽车峰会,设定电动汽车普及目标时,底特律的三巨头:通用汽车(General Motors)、福特(Ford)和Stellantis均受邀参加,特斯拉却并未在邀请之列。这个解释起来或许很容易,因为特斯拉并非内燃机汽车制造商。但白宫新闻秘书珍·普萨基告诉记者,他们只邀请了已经加入工会的汽车制造商,其余的记者应该自行解读。

“乐意聊聊”

民主党与美国汽车工会(United Auto Workers)有着深厚的历史渊源。尽管马斯克自称其使命是拯救人类,但他在新冠肺炎疫情期间却让装配工人冒着健康风险去完成生产目标。从美国汽车工会的角度来看,马斯克坚决不让员工在其工厂建立工会,甚至在他即将于德国(工会在该国的地位举足轻重)格林海德新建的工厂也是如此。

10月19日,卡明斯转发了有关她被任命的消息。特斯拉的死忠粉担心,卡明斯可能热衷于关注对特斯拉持反对立场的账号。她在推特上关注了一些否定特斯拉的人,例如吉姆·查诺斯,但由于“拒绝承认这一行为”的特斯拉粉丝的“网络暴力”,她似乎屏蔽了一些特斯拉的死忠粉。

与此同时,一些特斯拉最忠实的投资者表达了一些担忧,半开玩笑地说,拜登政府也许是对这只股票感兴趣。

而马斯克的举动同时也再次让批评者感到震惊。当一位Cybertruck客户跟他说,要是汽车有侧窗,这车他就不买了时,马斯克安慰对方说:“安装侧窗是法律需要,但其设计目的就是便于车主拆卸。”

但卡明斯在马斯克最喜欢的社交媒体平台上向他伸出了橄榄枝。当他在推特上说她过往的行为说明其对特斯拉存在“严重偏见”时,卡明斯发了一条推文回应马斯克,称“很乐意随时坐下来和你聊聊”。(财富中文网)

译者: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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