Tesla All-Hands Q1 2025
Elon Musk’s Key Remarks
- It has produced more than 7 million vehicles worldwide so far.
- It is expected to surpass 10 million units next year.
- Sometimes there are difficult times, but the future is bright.
- Tesla is still the company that people want to work for the most.
- There are many opportunities for promotion, and the rate of injury during work is gradually decreasing.
- What role will AI and robots play in terms of sustainability?
→ Sustainable Abundance for all is the key.
What does an amazing future look like?
- It may sound like an incredible story.
- The future we are heading for is a world where we can have everything we want.
- The key is robotics and artificial intelligence.
- Unlimited production of goods and services.
- Combine sustainable energy with this, and you can maintain a great environment.
- Is there a better future? Let’s not forget about space travel!
Product performance and future plans
- Model Y is the world’s best-selling vehicle for the second consecutive year, and is expected to top the list this year.
- Cybertruck is the number one selling electric pickup truck immediately after its launch.
- Cybertruck has a 5-star safety rating.
- It might feel like the end just by looking at the news, but it’s not really.
- It’s abnormal to burn Tesla because you don’t like it.
Semi-truck, self-driving, vehicle production
- Semi truck plant under construction – millions to be produced, including self-driving capabilities in the future.
- The future is self-driving.
- Within five years, self-driving Tesla will be widely distributed around the world.
- More than 10 million cumulative vehicles – most of which are self-driving by next year.
- Self-driving cars are 5 to 10 times more useful than regular cars.
- Software updates alone can turn 10 million vehicles into 50 to 100 million vehicles.
- “What I’m saying is, you have to keep holding the stock.”
Services, Energy, AI, Robots, etc
- Thanks to Tesla service team – long-term role in selling vehicles.
- Superchargers are very useful for long-distance travel – “the car battery lasts longer than your bladder.”
- Megapack and Powerwall teams also achieve great performance – more than doubling power grid output.
- In the future, more than 90% of the world’s electricity will be solar + battery combinations.
- Making the most efficient and low-cost cell in the battery manufacturing field.
AI/Robotics and Optimus
- First Optimus production in Fremont.
- Cortex 1 for AI training – over 50,000 GPUs, expanding to 100,000 soon – 5th in the world.
- Dojo 1 is currently processing 5-10% of its training work. Dojo 2 is going to be 10x better.
- Cars perform useful autonomous tasks for the first time – park themselves at the end of the production line.
- Tesla Self-Driving Will Be 10X Better Than Human Drivers.
- Optimus Starts Production This Year – Also in Production of a New 22 Free Hand (22 DOF Hand).
- “The most sophisticated humanoid robot on the planet”
- “Our robot has a real brain.”
- “Tesla is a leader in real-world AI – applying what it learned from its vehicles to its robots.”
- Tesla is the only company capable of mass production of intelligent humanoid robots.
- “Optimus will be the biggest product in history – 10 times bigger than any other product.”
Cybercaps, Casting, Robot Production Plan
- Cybercap production lines are as fast as consumer electronics factories – inaccessible to people, one shipment every five seconds.
- Need a Bigger Casting Machine – 50,000 tons – “What’s the limit of the laws of physics? Let’s find out for ourselves!”
- Approximately 5,000 Optimus production targets for this year (10,000-12,000 parts)
- 50,000 units in 2026, and outside sales start in the second half of the year.
- First, provide it to Tesla employees first.
- Our goal is to make great products and services that people will love, and to take good care of them.
- Revenue is the difference in the value of output to input.
Other remarks and future vision
- Tesla is by far the most innovative company in the automotive industry.
- The stock market is a very strange thing – stock prices rise and fall in line with people’s feelings about the future.
- Tesla’s Future Is Incredibly Bright.
- Staff Question: Isn’t the robot taking away my job?
→ Elon: People will be in charge of managing robots. Self-driving cars will also be in charge of fleets. - Electrical vertical take-off and landing jets (VTOL jets) are also likely to be made someday.
- Hyperloop – high-speed vacuum tunnel between city centers + autonomous pods.
- Ideas are easy, difficult to implement.
- Future Mission Statement: “Sustainable Abundance for All”
- Master Plan 3 + Abundance = Master Plan 4
- Optimus production takes place on a larger production line in Fremont + Austin.
- “Tens of millions, maybe 100 million robots a year.”
- “One thing is for sure – the future will be really interesting.”