马斯克有多狂？绝望时刻求收购还想当苹果CEO

华尔街见闻2021-08-10

库克和马斯克作为商界的两位“顶流”，无论在私底下还是台面上早已硝烟四起。马斯克确实很聪明，但他的自大狂妄令芒格等人不太欣赏。 2016年，汽车难产，现金流紧张的特斯拉CEO马斯克接到一通苹果CEO库克主动打来的电话，表示愿意收购当时深陷危机的特斯拉。库克本想和马斯克友好的谈论收购事宜。马斯克给出的回答是“可以，不过我要继续当CEO”。库克表示那当然没问题。孰知马斯克口出狂言又来了句：“是苹果...

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李黛露88
2021-10-22
李黛露88
哇
富妈妈晗
2021-08-13
富妈妈晗
噢噢噢哦哦
Timevestor
2021-08-11
Timevestor
你行你來。別害羞。
- Timevestor:
  like
Win 88
2021-08-11
Win 88
??
通衢
2021-08-11
通衢
?
通衢
2021-08-11
通衢
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Seeking an acquisition in desperate times and wanting to be CEO of Apple","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9b800ffde3c838f0fa69a5f7a228ed01","symbols_score_info":{"AAPL":0.9,"TSLA":0.9},"content_text":"库克和马斯克作为商界的两位“顶流”，无论在私底下还是台面上早已硝烟四起。马斯克确实很聪明，但他的自大狂妄令芒格等人不太欣赏。\n\n2016年，汽车难产，现金流紧张的特斯拉CEO马斯克接到一通苹果CEO库克主动打来的电话，表示愿意收购当时深陷危机的特斯拉。\n库克本想和马斯克友好的谈论收购事宜。马斯克给出的回答是“可以，不过我要继续当CEO”。库克表示那当然没问题。\n孰知马斯克口出狂言又来了句：“是苹果，我要成为特斯拉和苹果合并后的CEO。”\n\n听罢，向来温文儒雅库克随即口吐芬芳，以F开头问候了马斯克和他爹妈，并直接挂断了电话。\n\n上述这段故事，出自华尔街日报汽车和技术记者Tim Higgins的新书《Power Play: Tesla, Elon Musk, and the Bet of the Century》。\n\n暂且不论这则第三方叙述的事情真假，至少人们此前所津津乐道的是另一个截然不同的版本。\n去年12月，马斯克曾发推特表示，在2016年Model 3项目难产的“至暗时刻”，他联系了苹果CEO蒂姆·库克，有意将特斯拉出售给苹果公司，不过库克直接拒绝了他的见面邀请。\n\n这听起来似乎也很合理，因为作为汽车行业的革命者，特斯拉和马斯克在此前的多年间都饱受质疑。\n人们质疑的观点也很有说服力：\n\n第一，能源的范式转换并不是个轻松的过程；\n第二，做整车制造非常烧钱且十分以来供应链支撑，无论从现金流还是产能角度来说，特斯拉的底气都不够硬。与此同时，它的竞争对手都有大量的现金储备，不会轻易退出这一市场；\n第三，作为特斯拉CEO的马斯克，虽才智过人但性格不够稳重，经常口无遮拦，不兑现诺言。\n\n即便是距今仅3年的2018年，特斯拉仍在为每周5000辆的汽车生产目标苦苦挣扎， 对此福特总裁Steve Armstrong当时还发推特嘲讽称“我们生产7000量车只需4个小时 ”。\n没有多少人能想到，5年前尚处于生死存亡关头的特斯拉，通过短短数年已一跃成为全球市值最高的汽车公司，还一度超过全球九大汽车企业（大众、丰田、日产、现代、通用、福特、本田、菲亚特克莱斯勒和标致）的市值之和。\n总而言之，在当时那种情况下，库克确实没有理马斯克的必要，他们的主营业务是手机和平板电脑等消费电子品，并且是毫无争议的行业龙头，没必要再去一个不被看好的新行业攻城略地。\n无论如何，与众多科技行业大佬们的八卦传闻一样，双方都对书中的这段传闻矢口否认。\n库克不仅称自己从未和马斯克说过话，还顺便赞誉了马斯克一番。\n\n马斯克也对此回应道“库克从未与我说过话或写过信，有次我想与库克见面讨论收购特斯拉的事情，但他拒绝了会面”。\n\n然而，让我们把时间的指针拨回到几年前，再从那些过往事件中找寻蛛丝马迹，会发现Higgins所述也并非完全空穴来风。\n01\n“商界”顶流的战争\n库克和马斯克作为商界的两位“顶流”，无论在私底下还是台面上早已硝烟四起。\n先说苹果这边，2018年开始，苹果开始涉足电动车项目并开始了大手笔的研发支出，该项目的研发人员大多来自对特斯拉的“挖墙脚”。\n只要锄头舞得好，哪有墙角挖不倒。据纽约时报，截至2019年底，苹果已从特斯拉挖走超过300名技术人员。\n相比库克的暗中角力，马斯克选择直接嘴炮。\n他称苹果挖“挖墙脚”的行为是“苹果只招我们不要的人，只有在特斯拉未能取得成功的人才会离开，前往苹果工作”。\n此外，在特斯拉2021年二季度财报发布活动中，马斯克讽刺了苹果在其设备的电池中使用了大量钴，并顺便吹了一波特斯拉的磷酸铁锂电池。他还将苹果不支持第三方充电的政策称之为“围墙花园”，表现的十分嗤之以鼻。\n如果说苹果公司的全球影响力力压特斯拉，那么在这两家公司的CEO薪酬上，马斯克则远远甩了库克几条街。\n据福布斯，马斯克已连续三年薪酬位居全球CEO之首，其去年全年薪酬为66.58亿美元，约合430.5亿元人民币，库克去年的年薪为2.65亿美元。\n\n图片来源：腾讯科技\n02\n马斯克的AB面\n马斯克确实有狂妄的资本，他足够聪明，行动力强。除了特斯拉之外，他还参与创建了制造可回收火箭的太空探索公司SpaceX、制造可太阳能发电系统的SolarCity、挖隧道打造亚音速浮空列车系统Hyperlloop、脑神经接口公司Neuralink。\n故事讲的好，令特斯拉的散户拥趸那是大大的多。\n但马斯克的自大狂妄也令芒格等人不太欣赏。\n今年2月14日，在每日期刊的年度股东会上，有听众表示自己最喜欢芒格说的“要雇佣那些智商130，却认为自己只有120智商的人 ，如果智商只有150，却认为自己有170智商的人就麻烦了”。芒格表示“你说的一定是马斯克”。\n此外，芒格还曾表示，我不会买特斯拉的股票，我也不会做空特斯拉。\n不过他也说道，“永远不要低估一个人，即使他高估了自己。我认为马斯克是很特殊的，他可能高估了自己，但他并不总是错的”。\n在另一次访谈中，芒格称：\n\n 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