Elon Musk代表Tesla宣佈：As soon as free cash flow increases, Tesla will consider a buyback.（一旦自由現金流增加，特斯拉就會考慮回購。）
Elon Musk代表Tesla宣佈：As soon as free cash flow increases, Tesla will consider a buyback.（一旦自由現金流增加，特斯拉就會考慮回購。）
1）低成本汽車生產很可能在2024年底和2025年初實現。
2）將Robotaxi稱爲“Cyber Cab”。
3）大約有35,000個H100訓練GPU已經安裝，到年底將安裝85,000個（！）。不再受GPU的限制。
4）最近的裁員每年將節省10億美元。
5）與第四季度相比，4680的產量增加了18-20％。
6）Optimus能夠在實驗室中完成工廠任務。Optimus預計將在2024年底在自己的工廠完成任務。2024年底限量生產，Optimus很可能在2025年底開始銷售。
7）Robotaxis/FSD的監管路徑正在改善，各州政府正在迅速批准自動駕駛用於街道使用。
8）未來開車就像坐電梯一樣，上車，按下按鈕，電梯就會把你送到目的地，完全自動駕駛。
9）特斯拉將擁有一些Robotaxis，以“出租車服務”的形式運營，其中一些將由特斯拉車主擁有。
10）這款售價2.5萬美元的汽車將在8/8 Robotaxi活動上進一步討論。
11）Cybertruck每週產量增加1000輛，面臨供應商庫存等挑戰。預計未來幾個月產量將進一步增加。
12）正在與一家大型汽車製造商就FSD許可證進行談判。
13）半掛車在提高產能方面仍面臨一些困難，但隨着時間的推移，情況會有所改善。半掛車仍在向百事可樂供應。
14）FSD不能在車輛之間轉讓。
15）埃隆大部分時間都在特斯拉度過。他近期沒有離開公司的計劃，並希望他上任後特斯拉能“蒸蒸日上”
16) 預計 2024 年的銷售額將高於 2023 年。
17) “如果你不相信特斯拉能解決自動駕駛問題，你就不應該投資這家公司。”——埃隆
18) 埃隆回避了關於 25% 所有權的問題。他說股東有投票權。他預計特斯拉會在有他或沒有他的情況下解決自動駕駛問題（！）。
19) 一旦自由現金流增加，特斯拉就會考慮回購。
20) 其他汽車製造商對 FSD 許可非常感興趣；他們只是想確保這是 100% 正確的自動駕駛（沒有激光雷達等）。
21) OEM 可能還需要 3 年時間才能推出支持 FSD 的汽車。許可協議可能很快就會達成，但汽車製造商需要製造能夠使用 FSD 的產品。
22）預測幾個季度後自由現金流將有顯著增加。
23）其他國家/市場即將批准FSD，各國政府對此持開放態度。中國特別提到了這一點。
24）第一季度是特斯拉歷史上最糟糕的季度之一。工廠火災、紅海襲擊、Cybertruck銷量暴跌等。團隊預計未來幾個季度情況會好得多。
25）特斯拉計劃成爲人工智能領域的真正領導者。團隊認爲基礎設施已經到位。
26）將FSD/Autonomy與AWS進行比較。沒有人會想到AWS會成爲亞馬遜最有價值的部分。
27）購買特斯拉變得太複雜了。希望新流程能讓買家在不到一分鐘的時間內購買特斯拉。
28）Elon認爲，如果不親自使用最新版本的FSD，人們就無法理解公司的發展方向。
29）IR負責人Martin Viecha即將離任。
2）將Robotaxi稱爲“Cyber Cab”。
3）大約有35,000個H100訓練GPU已經安裝，到年底將安裝85,000個（！）。不再受GPU的限制。
4）最近的裁員每年將節省10億美元。
5）與第四季度相比，4680的產量增加了18-20％。
6）Optimus能夠在實驗室中完成工廠任務。Optimus預計將在2024年底在自己的工廠完成任務。2024年底限量生產，Optimus很可能在2025年底開始銷售。
7）Robotaxis/FSD的監管路徑正在改善，各州政府正在迅速批准自動駕駛用於街道使用。
8）未來開車就像坐電梯一樣，上車，按下按鈕，電梯就會把你送到目的地，完全自動駕駛。
9）特斯拉將擁有一些Robotaxis，以“出租車服務”的形式運營，其中一些將由特斯拉車主擁有。
10）這款售價2.5萬美元的汽車將在8/8 Robotaxi活動上進一步討論。
11）Cybertruck每週產量增加1000輛，面臨供應商庫存等挑戰。預計未來幾個月產量將進一步增加。
12）正在與一家大型汽車製造商就FSD許可證進行談判。
13）半掛車在提高產能方面仍面臨一些困難，但隨着時間的推移，情況會有所改善。半掛車仍在向百事可樂供應。
14）FSD不能在車輛之間轉讓。
15）埃隆大部分時間都在特斯拉度過。他近期沒有離開公司的計劃，並希望他上任後特斯拉能“蒸蒸日上”
16) 預計 2024 年的銷售額將高於 2023 年。
17) “如果你不相信特斯拉能解決自動駕駛問題，你就不應該投資這家公司。”——埃隆
18) 埃隆回避了關於 25% 所有權的問題。他說股東有投票權。他預計特斯拉會在有他或沒有他的情況下解決自動駕駛問題（！）。
19) 一旦自由現金流增加，特斯拉就會考慮回購。
20) 其他汽車製造商對 FSD 許可非常感興趣；他們只是想確保這是 100% 正確的自動駕駛（沒有激光雷達等）。
21) OEM 可能還需要 3 年時間才能推出支持 FSD 的汽車。許可協議可能很快就會達成，但汽車製造商需要製造能夠使用 FSD 的產品。
22）預測幾個季度後自由現金流將有顯著增加。
23）其他國家/市場即將批准FSD，各國政府對此持開放態度。中國特別提到了這一點。
24）第一季度是特斯拉歷史上最糟糕的季度之一。工廠火災、紅海襲擊、Cybertruck銷量暴跌等。團隊預計未來幾個季度情況會好得多。
25）特斯拉計劃成爲人工智能領域的真正領導者。團隊認爲基礎設施已經到位。
26）將FSD/Autonomy與AWS進行比較。沒有人會想到AWS會成爲亞馬遜最有價值的部分。
27）購買特斯拉變得太複雜了。希望新流程能讓買家在不到一分鐘的時間內購買特斯拉。
28）Elon認爲，如果不親自使用最新版本的FSD，人們就無法理解公司的發展方向。
29）IR負責人Martin Viecha即將離任。
1) Low-cost automobile production is likely to be realized by the end of 2024 and the beginning of 2025.
2) Call Robotaxi a “Cyber Cab.”
3) Approximately 35,000 H100 training GPUs have been installed, and 85,000 (!) will be installed by the end of the year . No longer limited by GPUs.
4) Recent layoffs would save $1 billion a year.
5) Production of 4680 increased by 18-20% compared to the fourth quarter.
6) Optimus is able to complete factory tasks in the lab. Optimus is expected to complete the mission at its own plant by the end of 2024. Limited production at the end of 2024, and Optimus is likely to be sold by the end of 2025.
7) Robotaxis/FSD's regulatory path is improving, and state governments are rapidly approving autonomous driving for street use.
8) Driving in the future will be like taking an elevator. Get in the car, press the button, and the elevator will take you to your destination. Fully autonomous driving.
9) Tesla will own some Robotaxis and operate as a “taxi service.” Some of them will be owned by Tesla owners.
10) The $25,000 car will be further discussed at the 8/8 Robotaxi event.
11) Cybertruck increased its weekly production by 1,000 units, facing challenges such as supplier inventories. Production is expected to increase further in the next few months.
12) Negotiations are ongoing with a major car manufacturer for an FSD license.
13) Semi-trailers still have some difficulties in increasing production capacity, but the situation will improve over time. Semi-trailers are still being supplied to Pepsi.
14) FSD is not transferable between vehicles.
15) Elon spent most of his time with Tesla. He has no plans to leave the company in the near future and hopes Tesla will “thrive” when he takes office
16) Sales in 2024 are expected to be higher than in 2023.
17) “If you don't believe Tesla can solve the problem of autonomous driving, you shouldn't invest in this company.” — Elon
18) Elon dodged questions about 25% ownership. He said shareholders have the right to vote. He expects Tesla to fix the autonomy issue with or without him (!) .
19) As soon as free cash flow increases, Tesla will consider a buyback.
20) Other car manufacturers are very interested in FSD licensing; they just want to make sure this is 100% correct autonomous driving (no lidar, etc.).
21) It may take another 3 years for OEMs to launch FSD-enabled cars. License agreements may be reached soon, but car manufacturers need to make products that can use FSD.
22) Predict a meaningful increase in free cash flow after a few quarters.
23) Other countries/markets are about to approve the FSD, and governments are open to it. China mentioned this in particular.
24) The first quarter was one of the worst in Tesla's history. Factory fires, Red Sea attacks, Cybertruck sales plummeted, etc. The team expects things to be much better in the next few quarters.
25) Tesla plans to become a real-world leader in artificial intelligence. The team believes the infrastructure is in place.
26) Compare FSD/Autonomy to AWS. No one would have imagined that AWS would be the most valuable part of Amazon.
27) Buying a Tesla has become too complicated. Hopefully, the new process will allow buyers to buy Tesla in less than a minute.
28) Elon believes that without personally using the latest version of FSD, people can't understand where the company is headed.
29) Martin Viecha, head of IR, is leaving office.
2) Call Robotaxi a “Cyber Cab.”
3) Approximately 35,000 H100 training GPUs have been installed, and 85,000 (!) will be installed by the end of the year . No longer limited by GPUs.
4) Recent layoffs would save $1 billion a year.
5) Production of 4680 increased by 18-20% compared to the fourth quarter.
6) Optimus is able to complete factory tasks in the lab. Optimus is expected to complete the mission at its own plant by the end of 2024. Limited production at the end of 2024, and Optimus is likely to be sold by the end of 2025.
7) Robotaxis/FSD's regulatory path is improving, and state governments are rapidly approving autonomous driving for street use.
8) Driving in the future will be like taking an elevator. Get in the car, press the button, and the elevator will take you to your destination. Fully autonomous driving.
9) Tesla will own some Robotaxis and operate as a “taxi service.” Some of them will be owned by Tesla owners.
10) The $25,000 car will be further discussed at the 8/8 Robotaxi event.
11) Cybertruck increased its weekly production by 1,000 units, facing challenges such as supplier inventories. Production is expected to increase further in the next few months.
12) Negotiations are ongoing with a major car manufacturer for an FSD license.
13) Semi-trailers still have some difficulties in increasing production capacity, but the situation will improve over time. Semi-trailers are still being supplied to Pepsi.
14) FSD is not transferable between vehicles.
15) Elon spent most of his time with Tesla. He has no plans to leave the company in the near future and hopes Tesla will “thrive” when he takes office
16) Sales in 2024 are expected to be higher than in 2023.
17) “If you don't believe Tesla can solve the problem of autonomous driving, you shouldn't invest in this company.” — Elon
18) Elon dodged questions about 25% ownership. He said shareholders have the right to vote. He expects Tesla to fix the autonomy issue with or without him (!) .
19) As soon as free cash flow increases, Tesla will consider a buyback.
20) Other car manufacturers are very interested in FSD licensing; they just want to make sure this is 100% correct autonomous driving (no lidar, etc.).
21) It may take another 3 years for OEMs to launch FSD-enabled cars. License agreements may be reached soon, but car manufacturers need to make products that can use FSD.
22) Predict a meaningful increase in free cash flow after a few quarters.
23) Other countries/markets are about to approve the FSD, and governments are open to it. China mentioned this in particular.
24) The first quarter was one of the worst in Tesla's history. Factory fires, Red Sea attacks, Cybertruck sales plummeted, etc. The team expects things to be much better in the next few quarters.
25) Tesla plans to become a real-world leader in artificial intelligence. The team believes the infrastructure is in place.
26) Compare FSD/Autonomy to AWS. No one would have imagined that AWS would be the most valuable part of Amazon.
27) Buying a Tesla has become too complicated. Hopefully, the new process will allow buyers to buy Tesla in less than a minute.
28) Elon believes that without personally using the latest version of FSD, people can't understand where the company is headed.
29) Martin Viecha, head of IR, is leaving office.
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HODL RDDT : 假婚紗
Mike Hoi : 意味著下一季度的收入也不好