TechCrunch Mobility: It doesn’t matter that people hate the Ferrari Luce

TechCrunch Mobility：人们讨厌法拉利 Luce 并不重要

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If you’re into EVs or sports cars, then you surely saw the kerfuffle over Ferrari’s first all-electric car, the Luce. The reaction was swift and biting for the five-seater EV designed by Apple veteran Jony Ive and priced at close to $650,000. Ferrari fans expressed horror, critics compared it to the far cheaper Nissan Leaf, memes were made, and even one car designer (Lucid’s Derek Jenkins) threw some shade. 如果你关注电动汽车或跑车，那你一定看到了围绕法拉利首款纯电动汽车 Luce 产生的轩然大波。这款五座电动车由苹果资深设计师乔尼·艾维（Jony Ive）操刀设计，定价接近 65 万美元，市场反应迅速且尖锐。法拉利粉丝表示震惊，评论家将其与价格低得多的日产聆风（Nissan Leaf）相提并论，网上充斥着各种梗图，甚至连一位汽车设计师（Lucid 的 Derek Jenkins）也对其冷嘲热讽。

Senior reporter Sean O’Kane asked a different question as the great Ferrari Luce debate blew up the internet: Who is the Luce for? You’ll have to read the full story to get his complete breakdown. But in my view, the most important question is whether the Luce is for existing Ferrari owners. After all, Ferrari owners often possess more than one. More than 80% of the 14,000 people who bought a Ferrari last year already own one of its vehicles, O’Kane notes. 当关于法拉利 Luce 的大讨论在互联网上爆发时，资深记者 Sean O’Kane 提出了一个不同的问题：Luce 的目标群体是谁？你需要阅读全文才能看到他的完整分析。但在我看来，最重要的问题是 Luce 是否是为现有的法拉利车主准备的。毕竟，法拉利车主通常不止拥有一辆车。O’Kane 指出，去年购买法拉利的 1.4 万人中，超过 80% 的人已经拥有该品牌的车辆。

According to Ferrari, there is demand for the EV. Ferrari CEO Benedetto Vigna claims the Luce is already getting orders from old and new customers. Assuming that demand outstrips the number of Luce EVs that the automaker plans to make, the next question is, who will Ferrari pick? (IYKYK) Ferrari could be vindicated. Remember the Ferrari Purosangue, which was widely panned when it launched several years ago? That SUV is now considered a success. Sometimes it doesn’t matter if a product is hated. Ferrari doesn’t need universal approval; it just needs enough buyers. 据法拉利称，这款电动车确实存在需求。法拉利首席执行官 Benedetto Vigna 声称，Luce 已经收到了来自新老客户的订单。假设需求超过了该车企计划生产的 Luce 电动车数量，下一个问题就是：法拉利会选择谁？（懂的都懂）。法拉利最终可能会被证明是正确的。还记得几年前法拉利 Purosangue 发布时受到的广泛批评吗？那款 SUV 现在已被视为成功之作。有时，产品是否被讨厌并不重要。法拉利不需要普遍的认可，它只需要足够的买家。

Let’s jump from EVs to AVs. A new Texas law allows its Department of Motor Vehicles agency to exert more control over autonomous vehicle testing and deployment in the state. Companies must now license AVs in the state, and the data is public. Here’s what I found after spending a little time with the AV tracker tool. Waymo is far and away the leader with 577 registered AVs, followed by Avride with 317, Nuro with 47, and Tesla with 42. Self-driving truck companies Aurora, Gatik AI, Kodiak AI, and Waabi can also be found. (For all the details, you can read my story.) 让我们从电动汽车转向自动驾驶汽车（AV）。德克萨斯州的一项新法律允许其机动车管理局对该州的自动驾驶汽车测试和部署行使更多控制权。现在，公司必须在该州为自动驾驶汽车申请许可，且相关数据公开。在花了一些时间使用自动驾驶追踪工具后，我发现了以下情况：Waymo 以 577 辆注册自动驾驶汽车遥遥领先，其次是 Avride（317 辆）、Nuro（47 辆）和特斯拉（42 辆）。自动驾驶卡车公司 Aurora、Gatik AI、Kodiak AI 和 Waabi 也榜上有名。（欲了解详情，请阅读我的报道。）

Fleet size is just one measure — and it certainly doesn’t always translate into whoever has the most wins. After all, many of these companies have not launched commercial services in the state. I’m far more interested in the complaints feature on this new tool, which is also public record. As of today, complaints have not been filed against the companies listed above. 车队规模只是衡量标准之一，它当然并不总是意味着谁拥有最多胜算。毕竟，这些公司中许多尚未在该州推出商业服务。我更感兴趣的是这个新工具上的投诉功能，这也是公开记录的一部分。截至今日，上述公司尚未收到任何投诉。

Deals! / 交易动态！

A new single asset fund managed by Equip Capital has taken a majority stake in European e-scooter operator Ryde Technology. Goldman Sachs Alternatives is the lead investor. 由 Equip Capital 管理的一只新单资产基金已收购欧洲电动滑板车运营商 Ryde Technology 的多数股权。高盛另类投资（Goldman Sachs Alternatives）是领投方。
Harley-Davidson’s electric motorbike spinoff LiveWire acquired electric off-road startup Dust Moto. Terms of the deal were not disclosed. 哈雷戴维森旗下的电动摩托车分拆公司 LiveWire 收购了电动越野初创公司 Dust Moto。交易条款未披露。
Matternet, an autonomous drone delivery company, raised $33 million in a private placement offering and completed a reverse merger with Los Altos Ventures Corp. 自动驾驶无人机配送公司 Matternet 通过私募发行筹集了 3300 万美元，并完成了与 Los Altos Ventures Corp 的反向合并。
Revel, the EV charging company that shuttered its ride-hailing business last August, is merging with Voltera. Terms of the deal were not disclosed, but the combined business will operate under the Voltera brand and will be led by Revel CEO Frank Reig, Bloomberg reported. 据彭博社报道，去年 8 月关闭网约车业务的电动汽车充电公司 Revel 正在与 Voltera 合并。交易条款未披露，但合并后的业务将以 Voltera 品牌运营，并由 Revel 首席执行官 Frank Reig 领导。
Stark, a German drone maker, is in talks to raise at least €300 million ($350 million), a round that could double its valuation to €2.5 billion, the Financial Times reported. 据《金融时报》报道，德国无人机制造商 Stark 正在洽谈筹集至少 3 亿欧元（3.5 亿美元）的资金，此轮融资可能使其估值翻倍至 25 亿欧元。
Volara Motorsports Group, a motorsports and performance-focused holding company, acquired Lynx Motor Works, an Austin, Texas-based company that makes limited-production, reimagined classic vehicles. 专注于赛车和高性能的控股公司 Volara Motorsports Group 收购了 Lynx Motor Works，这是一家位于德克萨斯州奥斯汀的公司，专门制造限量生产的重构经典车型。
WeRoad, the Milan-based group adventure travel startup, raised $58 million in a Series C round led by Airbnb. The funding brings the company’s total capital raised to roughly $100 million and will finance WeRoad’s push into the U.S., beginning with Austin. 总部位于米兰的团体探险旅游初创公司 WeRoad 在由 Airbnb 领投的 C 轮融资中筹集了 5800 万美元。这笔资金使该公司筹集的总资本达到约 1 亿美元，并将资助 WeRoad 进入美国市场，首站选在奥斯汀。

Notable reads and other tidbits / 值得一读及其他简讯

American Airlines will install Starlink on more than 500 narrow-body Airbus aircraft beginning early next year, the latest carrier to pick the SpaceX unit for in-flight Wi-Fi service. The deal provides a financial lift for Starlink, the satellite communications network and the only SpaceX business unit that generates meaningful revenue. 美国航空将于明年初开始在 500 多架窄体空客飞机上安装 Starlink，这是最新一家选择 SpaceX 旗下部门提供机上 Wi-Fi 服务的航空公司。这笔交易为 Starlink 提供了财务支持，该卫星通信网络是 SpaceX 唯一产生显著收入的业务部门。
Rivian said it will begin deliveries of its new R2 SUV on June 9. Meanwhile, Rivian is being investigated by the National Highway Traffic Safety Administration over how the EV maker services its vehicles’ rear suspension components. Rivian 表示将于 6 月 9 日开始交付其新款 R2 SUV。与此同时，Rivian 正受到美国国家公路交通安全管理局（NHTSA）的调查，原因涉及该电动车制造商对其车辆后悬挂部件的维修方式。
Slate Auto is expected to announce pricing and start taking nonrefundable preorders for its low-cost electric vehicle on June 24. Deliveries are supposed to happen later this year. Slate Auto 预计将于 6 月 24 日公布其低成本电动汽车的定价并开始接受不可退款的预订。预计交付将于今年晚些时候进行。
Volvo Cars received a specification authorization by the Commerce Department that allows the Swedish automaker, which is majority owned by China’s Geely Holding, to continue to import and sell its vehicles in the United States. A law, finalized in January 2025, effectively bans virtually all Chinese vehicles from the U.S. market as part of a crackdown on connected car technology with ties to China. 沃尔沃汽车获得了美国商务部的规格授权，允许这家由中国吉利控股集团多数持股的瑞典汽车制造商继续在美国进口和销售其车辆。2025 年 1 月最终确定的法律实际上禁止了几乎所有中国制造的车辆进入美国市场，这是针对与中国有关联的网联汽车技术打击行动的一部分。
Waymo has started giving select riders in Los Angeles, Phoenix, and San Francisco access to its newest robotaxi: an all-electric, minivan-like vehicle that is designed to lower costs and handle the use and abuse of hundreds of thousands of riders. I had a chance to ride in the vehicle, a modified Zeekr-made minivan called the Ojai (pronounced oh-hi). Stay tuned for my full review, which will run this weekend. Here’s a teaser: Robotaxis have long suffered from a magic problem. This Ojai robotaxi starts to solve it. Waymo 已开始向洛杉矶、凤凰城和旧金山的部分乘客开放其最新的自动驾驶出租车：这是一款全电动、类似小型货车的车辆，旨在降低成本并应对数十万乘客的使用和磨损。我有机会乘坐了这款车，这是一款由极氪（Zeekr）制造的改装小型货车，名为 Ojai（发音为 oh-hi）。敬请期待我将于本周末发布的完整测评。先剧透一下：自动驾驶出租车长期以来一直面临一个“魔力问题”（magic problem），而这款 Ojai 自动驾驶出租车开始解决它了。

One more thing … It’s poll time! Maybe you secretly like the Ferrari Luce and just don’t want to get trolled. Maybe you hate it. We asked our newsletter readers to share their opinion. Sign up for the Mobility newsletter to participate in our polls! And now on 还有一件事……投票时间到了！也许你私下里喜欢法拉利 Luce，只是不想被喷。也许你讨厌它。我们邀请了通讯订阅者分享他们的看法。注册 Mobility 通讯即可参与我们的投票！接下来是……