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「1萬台車」的賭局:慢就是快VS快速迭代
今明兩年將是國內造車新勢力進入產品交付的正式階段,這也是特斯拉國產化落地、外資品牌蜂擁入華的關鍵時刻,市場高度競爭下將出現一波行業洗牌。國內造車新勢力中,何小鵬的小鵬汽車和李斌的蔚來汽車最吸引眼球,雙方發起了「1萬台車」的賭局。

2018年7月31日,何小鵬在朋友圈表示,「今年造車新勢力里沒有公司可以交付1萬台。」隨後李斌發起賭局,與何小鵬打賭:「如果今年蔚來交不到1萬台車,會賠給何小鵬一台ES8。」面對李斌的表態,何小鵬接下賭局。

自今年6月底正式啓動交付以來,蔚來的ES8產能加速爬坡,交付能力明顯提升。11月蔚來向用戶交付ES8共3089輛,總累積交付達8030台,接近1萬台交付。按照目前的勢頭,蔚來有望在今年完成1.1萬輛ES8交付。

隨著蔚來第1萬輛ES8正式下線,何小鵬大方發文為蔚來叫好,但他對此仍然有所保留,「是否最後能交付,還要等到1月份看上保險的數量,那個時候才能真正揭開謎底。」

理念之爭:慢就是快VS快速迭代
在互聯網圈,各種賭局的流行既是吸引用戶目光的營銷手段,同時也是對行業預期的分歧。與雷軍和董明珠的賭局相似,李斌和何小鵬的賭局本質上是的交付理念之爭。

何小鵬堅持認為,互聯網造車公司不能一味強調快速迭代,整車交付往往「慢就是快」。因此,小鵬汽車的理念是「不要讓用戶做小白鼠」,其1.0版本的500輛車全部交付給內部員工,真正面向消費者的產品是即將發售的小鵬G3。

李斌採取的是典型的互聯網公司打法,他認為移動互聯時代下,汽車就像iPhone一樣能通過不斷迭代,「我想智能電動汽車和以前的傳統汽車是完全不一樣的邏輯,因為前者是可以不停升級的。硬件要有很好的表現,但智能硬件的軟件不可能在上市伊始就完美無缺」。
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