{"id":7157,"date":"2021-10-20T16:22:06","date_gmt":"2021-10-20T07:22:06","guid":{"rendered":"http:\/\/retire2020.net\/?p=7157"},"modified":"2021-10-21T11:50:48","modified_gmt":"2021-10-21T02:50:48","slug":"%e5%b8%82%e5%a0%b4%e3%81%a7%e9%81%8e%e5%b0%8f%e8%a9%95%e4%be%a1%e3%81%95%e3%82%8c%e3%81%a6%e3%81%84%e3%82%8b%e3%83%86%e3%82%b9%e3%83%a9%e3%81%ab%e9%96%a2%e3%81%99%e3%82%8b%e3%83%ac%e3%83%9d%e3%83%bc","status":"publish","type":"post","link":"http:\/\/retire2020.net\/?p=7157","title":{"rendered":"\u5e02\u5834\u3067\u904e\u5c0f\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\u30c6\u30b9\u30e9\u306b\u95a2\u3059\u308b\u30ec\u30dd\u30fc\u30c8\uff01\uff01"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"lazy\" src=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/07\/\u30e2\u30c7\u30ebS\u30d7\u30ec\u30a4\u30c9-300x183.png\" alt=\"\" width=\"600\" height=\"366\" class=\"alignnone size-medium wp-image-6683\" srcset=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/07\/\u30e2\u30c7\u30ebS\u30d7\u30ec\u30a4\u30c9-300x183.png 300w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/07\/\u30e2\u30c7\u30ebS\u30d7\u30ec\u30a4\u30c9-304x185.png 304w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/07\/\u30e2\u30c7\u30ebS\u30d7\u30ec\u30a4\u30c9-282x172.png 282w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/07\/\u30e2\u30c7\u30ebS\u30d7\u30ec\u30a4\u30c9.png 506w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>\u672c\u65e5\u306f\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30c6\u30b9\u30e9\u306b\u95a2\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u306f\u3001Adam Jonas\u3055\u3093\u306e\u30ec\u30dd\u30fc\u30c8\u3067\u3001\u4e0b\u56f3\u306e\u3088\u3046\u306b7702\u4eba\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u3046\u3061\u3001683\u4f4d\u306e\u6bd4\u8f03\u7684\u30c8\u30c3\u30d7\u30e9\u30f3\u30ad\u30f3\u30b0\u306e\u65b9\u306e\u3082\u306e\u3067\u3059\u3002<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" src=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_4-300x161.png\" alt=\"\" width=\"600\" height=\"322\" class=\"alignnone size-medium wp-image-7167\" srcset=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_4-300x161.png 300w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_4-304x163.png 304w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_4-282x151.png 282w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_4.png 439w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>\u30ec\u30dd\u30fc\u30c8\u56f3\u3092\u306f\u3063\u305f\u5f8c\u3001\u65e5\u672c\u8a9e\u8a33\u3092\u4e0b\u306b\u8a18\u8f09\u3057\u3066\u304a\u304d\u307e\u3059\u3002<\/p>\n<p><!--more--><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" src=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020-300x150.png\" alt=\"\" width=\"600\" height=\"300\" class=\"alignnone size-medium wp-image-7158\" srcset=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020-300x150.png 300w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020-768x385.png 768w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020-304x152.png 304w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020-282x141.png 282w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020.png 950w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>we just wanted to emphasize a couple of key messages we believe are underestimated by the market:<br \/>\n(\u8a33)\u30c6\u30b9\u30e9\u306f\u73fe\u72b6\u3001\u5e02\u5834\u3067\u904e\u5c0f\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\uff01\uff01<\/p>\n<p>In an EV arms race, access to unlimited capital is king.\u3000Who has more access than Tesla?<br \/>\n(\u8a33)\u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u5e02\u5834\u3067\u306f\u7af6\u4e89\u304c\u6fc0\u5316\u3057\u3066\u3044\u308b\u304c\u3001\u738b\u5ea7\u306b\u3064\u304f\u306b\u306f\u7121\u5236\u9650\u306e\u8cc7\u672c\u304c\u5fc5\u8981\u3060\u3002\u30c6\u30b9\u30e9\u4ee5\u5916\u306b\u3069\u306e\u30e1\u30fc\u30ab\u30fc\u304c\u53ef\u80fd\u3060\u308d\u3046\u304b\uff1f<\/p>\n<p>Tesla benefits from batteries selling belows cost.<br \/>\n(\u8a33)\u30c6\u30b9\u30e9\u306f\u30d0\u30c3\u30c6\u30ea\u30fc\u30c7\u30a4\u306b\u767a\u8868\u3057\u305f4680\u30bb\u30eb\u3092\u76f4\u63a5\u88fd\u9020\u3059\u308b\u3053\u3068\u3067\u3001\u65e2\u5b58\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u3088\u308a\u30ed\u30fc\u30b3\u30b9\u30c8\u306b\u306a\u308a\u3001\u3053\u306e\u4e8b\u304c\u30c6\u30b9\u30e9\u306b\u8cc7\u672c\u3092\u4e0e\u3048\u308b\u4e8b\u306b\u306a\u308b\u3060\u308d\u3046\u3002<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" src=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_2-300x153.png\" alt=\"\" width=\"600\" height=\"306\" class=\"alignnone size-medium wp-image-7159\" srcset=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_2-300x153.png 300w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_2-768x392.png 768w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_2-304x155.png 304w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_2-282x144.png 282w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_2.png 920w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>One very visible example is the Gigapress. Elon wants to take this further to casting the entire chassis of the car as a single piece in a 12,000 ton Gigapress.<br \/>\n(\u8a33)\u30c6\u30b9\u30e9\u306f\u73fe\u72b6\u3001\u30ae\u30ac\u30d7\u30ec\u30b9\u3067\u8eca\u306e\u4e0b\u90e8\u3060\u3051\u3092\uff11\u30d1\u30fc\u30c4\u3068\u3057\u3066\u88fd\u9020\u3057\u3066\u3044\u308b\u304c\u3001\u4eca\u5f8c\u306f\u8eca\u306e\u30b7\u30e3\u30b7\u30fc\u5168\u4f53\u3092\uff11\u30d1\u30fc\u30c4\u3068\u3057\u3066\u88fd\u9020\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3002<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" src=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_3-300x163.png\" alt=\"\" width=\"600\" height=\"326\" class=\"alignnone size-medium wp-image-7160\" srcset=\"http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_3-300x163.png 300w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_3-768x418.png 768w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_3-304x166.png 304w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_3-282x154.png 282w, http:\/\/retire2020.net\/wp-content\/uploads\/2021\/10\/teslaNews_211020_3.png 947w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>EV business is going to be a difficult one. Probably lower margin than the ICE car business.<br \/>\n(\u8a33)\u96fb\u6c17\u81ea\u52d5\u8eca\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u591a\u5206\u3001\u65e2\u5b58\u306e\u30ac\u30bd\u30ea\u30f3\u8eca\u3088\u308a\u3082\u30de\u30fc\u30b8\u30f3\u304c\u4f4e\u3044\u3060\u308d\u3046\u3002<\/p>\n<p>What&#8217;s the point of flooding the world with EVs if they can&#8217;t generate recurring software derived services revenue?  Tesla will make it even clearer over the next 13 months.<br \/>\n(\u8a33)\u3053\u306e\u305f\u3081\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u5229\u76ca\u3092\u3042\u3052\u306a\u304f\u3066\u306f\u3044\u3051\u306a\u3044\u306e\u3060\u304c\u3001\u30c6\u30b9\u30e9\u306f\u4eca\u5f8c13\u30ab\u6708\u4ee5\u5185\u306b\u3053\u306e\u4e8b\u3092\u660e\u78ba\u306b\u898b\u305b\u3066\u304f\u308c\u308b\u3060\u308d\u3046\u3002<\/p>\n<p>\u307e\u3068\u3081\u308b\u3068<\/p>\n<p>\uff11\uff0e\u30c6\u30b9\u30e9\u306f\u30d0\u30c3\u30c6\u30ea\u30fc\u6280\u8853\u306b\u3088\u308a\u3001\u4ed6\u793e\u304c\u771f\u4f3c\u3067\u304d\u306a\u3044<strong><font color=\"Fuchsia\">\u30ed\u30fc\u30b3\u30b9\u30c8\u30d0\u30c3\u30c6\u30ea\u30fc\u304c\u88fd\u9020\u53ef\u80fd<\/font><\/strong>\u3060\u3002<\/p>\n<p>\uff12\uff0e\u4ed6\u793e\u304c\u771f\u4f3c\u3067\u304d\u306a\u3044<strong><font color=\"Fuchsia\">\u30ae\u30ac\u30d7\u30ec\u30b9\u306e\u88fd\u9020\u6280\u8853\u3067\u5727\u5012\u7684\u512a\u4f4d\u6027<\/font><\/strong>\u304c\u3042\u308b\u3002<\/p>\n<p>\uff13\uff0e\u4ed6\u793e\u304c\u771f\u4f3c\u3067\u304d\u306a\u3044\u81ea\u52d5\u904b\u8ee2\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u30c8\u30c3\u30d7\u3092\u72ec\u8d70\u3057\u3066\u3044\u3066\u3001\u4eca\u5f8c\u3001<strong><font color=\"Fuchsia\">\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u3082\u5229\u76ca\u304c\u3042\u304c\u308b<\/font><\/strong>\u3002<\/p>\n<p>\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p><center><br \/>\n<span style=\"font-size: xx-small;\">\u30b9\u30dd\u30f3\u30b5\u30fc\u30ea\u30f3\u30af<\/span><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js\"><\/script><br \/>\n<!-- 100 --><br \/>\n<ins class=\"adsbygoogle\" style=\"display: block;\" data-ad-format=\"auto\" data-ad-slot=\"9565378502\" data-ad-client=\"ca-pub-1277538381211959\"><\/ins><br \/>\n<script>\n(adsbygoogle = window.adsbygoogle || []).push({});\n<\/script><\/center><span style=\"font-size: xx-small;\">Amazon.co.jp\u30a2\u30bd\u30b7\u30a8\u30a4\u30c8<\/span><\/p>\n<p>\u7c73\u56fd\u682a\u30e9\u30f3\u30ad\u30f3\u30b0\u306b\u53c2\u52a0\u3057\u3066\u307e\u3059\u3002<\/p>\n<p>\u30dd\u30c1\u30c3\uff3e\uff3e\u3068\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=10976955\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\" \/><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=10976955\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u672c\u65e5\u306f\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30c6\u30b9\u30e9\u306b\u95a2\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002 \u3053\u308c\u306f\u3001Adam Jonas\u3055\u3093\u306e\u30ec\u30dd\u30fc\u30c8\u3067\u3001\u4e0b\u56f3\u306e\u3088\u3046\u306b7702\u4eba\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u3046\u3061\u3001683\u4f4d\u306e\u6bd4\u8f03\u7684\u30c8\u30c3\u30d7\u30e9\u30f3\u30ad\u30f3\u30b0\u306e\u65b9\u306e\u3082\u306e\u3067\u3059\u3002 \u30ec\u30dd\u30fc\u30c8\u56f3\u3092\u306f\u3063\u305f [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[50],"tags":[],"_links":{"self":[{"href":"http:\/\/retire2020.net\/index.php?rest_route=\/wp\/v2\/posts\/7157"}],"collection":[{"href":"http:\/\/retire2020.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/retire2020.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/retire2020.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/retire2020.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7157"}],"version-history":[{"count":13,"href":"http:\/\/retire2020.net\/index.php?rest_route=\/wp\/v2\/posts\/7157\/revisions"}],"predecessor-version":[{"id":7174,"href":"http:\/\/retire2020.net\/index.php?rest_route=\/wp\/v2\/posts\/7157\/revisions\/7174"}],"wp:attachment":[{"href":"http:\/\/retire2020.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/retire2020.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7157"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/retire2020.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}