Tslaaftermarket

25/3/22 #Tesla News Summary

Elon Musk announced that 22 new Optimus robot hands and new forearms are now in production. Tesla Casting: “Maybe we should have a bigger casting machine. Let’s make 50,000 tons (9,000 tons now).” “I predict in the long run that most of the electricity on Earth, eventually more than 90% of all the electricity on…

Ah…I rewatched 10-k because I was annoyed by Tesla accounting fraud news, and the answer came out in less than 5 minutes. It’s just a bad guy. As you can see in Table 2 below, PP&E investment increased by $6.3B in December compared to June last year, as shown in FT. But Gross PP&E increased…

Tesla All-Hands Q1 2025 Elon Musk’s Key Remarks What does an amazing future look like? Product performance and future plans Semi-truck, self-driving, vehicle production Services, Energy, AI, Robots, etc AI/Robotics and Optimus Cybercaps, Casting, Robot Production Plan Other remarks and future vision

In many ways, it seems difficult for Tesla to maintain or increase long-term sales growth in China. Price competition, which began in China, is leading to a change in Tesla’s marketing strategy. As the market share seems to continue to decline at this rate, it seems that it is now trying to play a strategy…