Key Investor Questions Focus Ahead Of Tesla Q4 Earnings Release

26/1/22 #Tesla News Summary

1. 7 Key Investor Questions Focus Ahead Of Tesla Q4 Earnings Release
   Ahead of Tesla’s fourth-quarter earnings report, seven of its most-picked key questions were revealed by investors. The questions are focused on Tesla’s mid- to long-term strategy, including robo-taxi, FSD, Optimus, Cybercap and energy business.
   1) Question of what are the current biggest bottlenecks in the expansion of robo-taxi and the proliferation of unsupervised FSD for personal use. Question of safety and performance, in-vehicle or remote monitoring personnel, or any other structural constraints.
   2) A specific schedule question as to when FSD can reach 100% completely unsupervised stage.
   3) It’s a question of whether long-term Tesla shareholders will still be considered a priority if SpaceX goes ahead with an IPO, as it has previously said, “Loyalty will be rewarded with loyalty.”
   4) It’s a question of when the estimated production schedule for the Cybercap is, whether it’s initially put into the Tesla Robotaxi fleet first or sold directly to the general consumer, and the pace of production expansion.
   5) Regarding Optimus robots, I’m asking how many robots are currently deployed at Tesla’s factory and are actually working on production, what process are they being used in, and how they have affected factory efficiency and production.
   6) A question of when safety personnel will be removed from public road driving in Austin, Texas.
   7) This is the latest SOP plan schedule confirmation request regarding the Houston Tesla Energy Facility, Megablock Production, and Tesla LFP battery cell production.
2. 레 Lemonade Announces 50% Lower Insurance Premiums for Tesla FSD Driving
   U.S. insurer Lemonade has announced it will cut premiums by up to 50% if Tesla vehicles are driving on FSD. The decision is based on results from its own data analysis showing that the incidence of accidents is reduced when using FSD.
   Lemonade emphasized that the vehicle performs 360-degree recognition and responds in milliseconds without drowsiness or distraction, and said it would further cut premiums as FSD’s safety improves.
3. Tesla officially denies rumors of job cuts at Gigafactory in Berlin, Germany
   Tesla said it had no plans to reduce production or reduce staffing at its Gigafactory outside Berlin, Germany. Although some media reported a significant drop in staffing over the years, the company explained that there was no significant reduction in full-time staffing compared to 2024 and that it had no plans to cut jobs in the future.
4. 사이버 Cybertruck to launch official delivery in UAE
   Official delivery of Cybertruck to the United Arab Emirates has begun. This is seen as an example of Cybertruck’s expansion of sales beyond the North American market to the Middle East.
5. SpaceX Targets To Launch Second Generation Cellular Starlink In 2027
   SpaceX said in a FCC filing that it plans to launch its second-generation cellular Starlink system in 2027.
   Currently, the first generation Starlink service covers more than 400 million people around the world, with more than 6 million users accessing it every month. The second generation system aims to greatly expand the quality and scope of communication by strengthening the direct connection function between satellites and terminals.
6. Starlink Mini Kit slashes price to lowest price ever in U.S
   SpaceX has slashed the price of its Starlink mini kit in the U.S. to $199. That’s about a 20% cut from its previous price, and about 67% lower than its initial launch price.
   Roaming pricing plan will come with 100GB per month for $50 and unlimited data plans for $165 per month, and mobile and emergency Internet access is expected to improve significantly.
7. Blue Origin Unveils TerraWave, High-Speed Satellite Communication Network
   Blue Origin has announced TerraWave, a telecommunications network consisting of a total of 5,408 satellites. The system aims to provide symmetric speeds of up to 6 Tbps anywhere in the world.
   The multi-orbit structure, which combines low and mid-orbit structures, targets demand for high-trust communications such as companies, data centers, and government agencies, and satellite deployments will begin in the fourth quarter of 2027.