$Tesla (TSLA.US)$ TSLA Shareholder Meeting Notes - 2M run ...
- 2M run rate by end of the year
- looking to end year with 1.5M
- Tesla recently made its 3millionth car
- “Solving autonomy will really be an amplification of free cash flow” Elon
- A lot of improvements to the architecture of FSD
- “Highest operating margin in the whole industry” Elon
- Model Y to be highest selling vehicle by revenue this year and highest selling by volume next year
- Tesla to announce another factory location later this year. Canada?
- Ultimately end up building 10-12 Giga-factories with output of 1.5-2M units
- Fremont factory highest output in North America
- All energy produced over last 10 years by Tesla solar panels was “More energy than was used to manage all of our cars and charge all of our cars at superchargers and at home”
- Tesla battery recycling is already underway. Recycling over 50 battery packs a week at Giga Nevada
- Master Plan 3 is all about scaling
- Teslas manufacturing technology will be the hardest to replicate
- Cool stuff happening on the supercharger front. Doubling supercharger count every year
- Tesla’s are safest in the industry and continuously with AI
- FSD Beta growing rapidly. 40M miles driven on Beta and increasing exponentially. Well over 100M by end of year
- Wide deployment of FSD Beta by end of year in North America (no safety score needed)
- Optimus will be bigger than car business
- Tesla to have 100M vehicles on the road in 10 years
- “If we do see interesting company we will acquire them” but “90% of our growth in organic”
- Spending capex and R&D as fast as we can without wasting. Any faster “we’ll be wasting it”
- Share buy back is on the table once everything is stable
- Roughly a dozen factories required to reach 20M vehicles by 2030. Most factories will achieve 1.5-2M capacity
- Cybertruck Specs & Pricing will be different (Inflation). Will he “one hell of a product”. Will be in production middle of 2023 in Texas
- Prioritising supercharger location for areas with greatest need
- 4680. Aiming for High volume production by end of year. Does not affect vehicle output.
- Elon thinks we are past peak inflation and thinks we will have a relatively mild recession for 18 months. Thinks inflation will drop rapidly
- “I think Tesla will be the most valuable company in the world” Elon
- Stock price drop = Buying opportunity
- Elon intends staying at Tesla for as long as he can be useful
- looking to end year with 1.5M
- Tesla recently made its 3millionth car
- “Solving autonomy will really be an amplification of free cash flow” Elon
- A lot of improvements to the architecture of FSD
- “Highest operating margin in the whole industry” Elon
- Model Y to be highest selling vehicle by revenue this year and highest selling by volume next year
- Tesla to announce another factory location later this year. Canada?
- Ultimately end up building 10-12 Giga-factories with output of 1.5-2M units
- Fremont factory highest output in North America
- All energy produced over last 10 years by Tesla solar panels was “More energy than was used to manage all of our cars and charge all of our cars at superchargers and at home”
- Tesla battery recycling is already underway. Recycling over 50 battery packs a week at Giga Nevada
- Master Plan 3 is all about scaling
- Teslas manufacturing technology will be the hardest to replicate
- Cool stuff happening on the supercharger front. Doubling supercharger count every year
- Tesla’s are safest in the industry and continuously with AI
- FSD Beta growing rapidly. 40M miles driven on Beta and increasing exponentially. Well over 100M by end of year
- Wide deployment of FSD Beta by end of year in North America (no safety score needed)
- Optimus will be bigger than car business
- Tesla to have 100M vehicles on the road in 10 years
- “If we do see interesting company we will acquire them” but “90% of our growth in organic”
- Spending capex and R&D as fast as we can without wasting. Any faster “we’ll be wasting it”
- Share buy back is on the table once everything is stable
- Roughly a dozen factories required to reach 20M vehicles by 2030. Most factories will achieve 1.5-2M capacity
- Cybertruck Specs & Pricing will be different (Inflation). Will he “one hell of a product”. Will be in production middle of 2023 in Texas
- Prioritising supercharger location for areas with greatest need
- 4680. Aiming for High volume production by end of year. Does not affect vehicle output.
- Elon thinks we are past peak inflation and thinks we will have a relatively mild recession for 18 months. Thinks inflation will drop rapidly
- “I think Tesla will be the most valuable company in the world” Elon
- Stock price drop = Buying opportunity
- Elon intends staying at Tesla for as long as he can be useful
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TeslaSmurf :
orangeberry : Cool
Lionnell : the only way we’re seeing 1000 today is if this gaps to at least 975
CryptoKing79 : TESLA IS THE FUTURE! BUT CAN "I CAR" COMPETE WITH THE NUMBER 1 COMPANY IN THE WORLD??
102175775 : i think it is not the issue of mild or strong recession but stagflation. high inflation yet no growth n jobs lost. a prolong stagflation may happen.