* 본 포스팅은 오성호 강사님의 Live Class를 기반으로 제작되었으며, 영어실력 향상을 꾀하신다면 실제 강사님의 강의를 직접 수강할 것을 적극 권장 드립니다.
주말특강 (Live Class) - 수업 소개 : 네이버 카페
[기사제목] Did the Tesla Story Ever Make Sense?
모든 학습의 후에는 반드시 내가 나중에 반드시 입으로 말해 볼 표현을 확실히 정리해야 합니다. 그렇지 않으면 밑 빠진 독에 물붓기는 같습니다!
* The book is about love. 이 책의 주제(핵심)는 사랑이다
* I definitely won’t trust Elon Musk with my cat. 나는 절대로 머스크에게 내 고양이를 맡기지 않을 거야!
# Apple’s story is different in the details - (Apple's story is) more about in dividual users than institutions, more about physical products than about software alone.
And Apple was widely considered cool, which I don’t think Microsoft ever was (cool). But at an economic level it’s similar. I can attest from personal experience that once y ou’re in the iPhone/iPad/MacBook ecosystem, you won’t give up on its convenience unless offered something a lot better.
* about
The book is about love. 핵심, 주제
* institutions = businesses
* physical : 물리적X => 실물
physical products
physical stores 오프라인 매장
* economic : 경제전반으로 보면
* economy : 거시 > 경영/재무
* attest 입증하다 = prove
[formal]
* ecosystem
* 생태계 ecological > environmental
* unless : 앞에 Not을 줘라
# Similar stories can be told about a few other companies, such as Amazon, with its distribution infrastructure.
The question (= The thing / The point / The bottom line) is: Where are the powerful network externalities in the electric vehicle business?
Electric cars may well be the future of personal transportation. In fact, they had better be, since electrification of everything, powered by renewable energy, is the only plausible way to avoid climate catastrophe. But it’s hard to see what would give Tesla a long-term lock on the electric vehicle business.
* infrastructure : 인프라, 기반시설
* The question (= The thing / The point / The bottom line) is : 요는, 핵심은, 관건은
* may well : well은 강조
* had better = 보다 낫다x => should
* plausible = reasonable 합당, 합리적, 현실적 = make sense (가능한x)
* lock 고정, 요지부동
* a deadlock 교착 상태
# I’m not talking about how great Teslas are or aren’t right now; I’m not a car enthusiast (I should have one of those bumper stickers that say, “My other car is also junk”), so I can’t judge. But the lesson from Apple and Microsoft is that to be extremely profitable in the long run a tech company needs to establish a market position that holds up even when the time comes, as it always does, that people aren’t all that excited about its products.
* Teslas = s가 붙었으므로 테슬라 제품을 의미
* My other car is also junk
My other car is a Rolls Royce. (집에 있는 차는 롤스 로이스야! (허세)).
* junk : 쓰레기X => 필요 없는 것
* establish a market position 확실하게 자리를 굳히다
* hold up : 2가지 뜻 (hold : 잡고 있다)
1. hold를 강조 : hold up = hold
2. up상태 유지
* the time comes : 어떤 때? => that people aren’t all that excited about its products.
# So what would make that happen for Tesla? You could imagine a world in which dedicated Tesla hookups were the only widely available charging stations, or in which Teslas were the only electric cars mechanics knew how to fix.
But with major auto manufacturers moving into the electric vehicle business, the possibility of such a world has already vanished. In fact, I’d argue that the Inflation Reduction Act, with its strong incentives for electrificat ion, will actually hurt Tesla. Why? Because it will quickly make electric cars so common that Teslas no longer seem special.
* make it happen: 실제 행동으로 보여주라!
* a world : 세계X => 세상
* dedicated (전용) Tesla hookups
designed to be used for one particular purpose:
a dedicated computer
* hook up 소개시켜 주다
# In short, electric vehicle production just doesn’t look like a network externality business. Actually, you know what does? Twitter, a platform many of us still use because so many other people use it. But Twitter usage is apparently hard to monetize, not to mention the fact that Musk appears set on finding out just how much degradation of the user experience it will take to break its network externalities and drive away the clientele.
* it will take ~필요로 하는 것
* clientele
# And as I said, there’s a parallel here with Bitcoin. Despite years of effort, nobody has yet managed to find any serious use for cryptocurrency other than money laundering. But prices nonetheless soared on the hype, and are still being sustained by a hard-core group of true believers (in 암호화폐). Something similar surely happened with Tesla, even though the company does actually make usef ul things.
I guess we’ll eventually see what happens. But I definitely won’t trust Elon Musk with my cat.
* parallel = similarity
* any serious use : 진지한 용도
* other than money laundering : 있다면 돈세탁 = 돈세탁 말고는
* soar <-> plunge
* on the hype " = "on" ~ 덕분에 = on the back of
* hype : 과장, 과대포장, 선전 (사기X)
* hard-core = loyal = die-hard 골수
* even though = despite the fact : 사실
=> even if 불확실(한 가능성)
* trust A with B : 믿다 + 맡기다 => 신탁
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