Categories: 테슬라(TSLA)투자정보

Large-scale adoption of EVs is underway,

  1. Elon’s Opening Address
  • Large-scale adoption of EVs is underway, and competing EVs are struggling. EV sales may be difficult in the short term, but they should be fine in the long run.
  • Confident that EVs are best for customers, the world is moving towards a full EV future. Not just cars, but boats and planes.
  • Energy storage is the highest ever.
  • A lot of investment in AI-related future projects.
  • A cheaper model will be released next year, and the biggest difference is self-driving.
  • Large scale for autonomous vehicles and robots.
  • There was a lot of progress in FSD (Full Self-Driving) in Q2, and 12.5 customers will experience the performance improvement of supervised FSD. 12.5 has 5x more parameters than 12.4, integrating highway and urban driving.
  • Most people don’t know the excellence of the system. You’ll keep using it when you try it.
  • Will teach how to use FSD when delivering a new car or picking it up for service.
  • Postponed Robotaxi product announcement for a few months, setting it anew for October 10. To add significant changes.
  • Almost completed the south extension of the Texas Giga Factory. Will have the largest training cluster so far.
  • Optimus Robots Working At Factory, Limited Production Set To Begin In Early 2025.
  • The energy business is growing fastest, with demand exceeding supply.
  • Emphasis on the importance of autonomous vehicles and Optimus.
  1. CFO Announcement
  • An attractive financial offering to offset high interest rates in Q2.
  • Record Quarterly Net Automotive Margin Maintains.
  • Working on localizing the supply chain.
  • Vehicle costs are reduced sequentially.
  • Production of Model 3 and Cybertruck in Q3 will be affected by tariffs.
  • Achieving record revenue and profits in the energy business.
  • One-time cost of $622M due to reorganization.
  • Annual capital expenditure is expected to be $10B.
  • Positive Free Cash Flow $1.3B, With $30B In Cash.
  1. Investor Questions
  • Roadster: Most engineering completed, scheduled for production in 2025.
  • Robotaxi: Product Announcement Date Postponed to Oct. 10.
  • Estimated timing of first robo taxi ride: between the end of 2024 and the end of 2025, following the introduction of unsupervised autonomous driving.
  • Cybertruck: Whether to expand to SUVs or vans will be announced at the event.
  • 4680 Battery Status: 51% More Cells Produced During Q2, Set To Achieve Cost Equivalence By End Of The Year.
  • DOJO Update: NVIDIA Hardware Demand Is Very High, Will Work More On DOJO To Stay Competitive.
  • Accessories for Optimus robots: a common humanoid robot, compatible with human work.
  • Opinion on advertising: Already advertising, product quality and price are important.
  • Timeline of Giga Mexico and first vehicle: Mexico project to be decided after election results.
  • OEM and FSD License Negotiations: Several OEMs have expressed interest, and there will be more over time.
  • Update on XAI and Grok integration: learning a lot from XAI, and helping to develop FSD.
  1. Analyst Questions
  • Concern about AI commercialization: Explanation of how resources are allocated between Tesla and xAI.
  • New Vehicle Launch: Aiming to Cut Costs, Not Revealing Details.
  • Energy and Optimus’ Revenue Contribution: Optimus’ Long-Term Value Will Exceed Tesla’s All Others.
  • How the FSD license works: it could take years as OEMs need to integrate Tesla’s AI computers and cameras.
  • Shanghai factory’s strategy: coordinating strategies related to tariffs and battery imports.
  • Robotaxi Strategy: Preparing for regulatory approval, and working to get approval outside of the United States as well.
  • Robotaxi Regulatory Issues: Pointing out that GM’s technology is insufficient.
  • Importance of FSD Experience: Users should experience it firsthand.
  • Robotaxi Distribution Plan: Plans to achieve scale immediately by calling vehicles through the Tesla network.
  • Energy Storage Pricing Strategy: Staying Competitive and a unique offer from the software stack.
  • Looking for a supplier of the new 4680 process: no problem with a strong IP position.
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