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.
tslaaftermarket

Leave a Comment
Share
Published by
tslaaftermarket
2년 ago

Recent Posts

Bitcoin Price and Expected Return

Bitcoin Price and Expected Return When we talk about bitcoin prices these days, everyone says…

15시간 ago

Bitcoin is currently falling.

Bitcoin is currently falling. But the important thing is that it's not "the entire risky…

2일 ago

U.S. stock markets shift Nasdaq-focused higher after industry differentiation progresses amid surge in international oil prices

06/01 U.S. stock markets shift Nasdaq-focused higher after industry differentiation progresses amid surge in international…

3일 ago

Declaration of Suspension of Iran NegotiationsIran’s Tasnim news agency reported that

1) Declaration of Suspension of Iran NegotiationsIran's Tasnim news agency reported that negotiators will stop…

3일 ago

It’s a happiness circuit that everyone who’s

$TSLAIt's a happiness circuit that everyone who's melted into stock accounts looks at least once,…

4일 ago

When a new era opens, such as railroad bubble

When a new era opens, such as railroad bubble and dot-com bubble, Capex-related stocks rise…

5일 ago