10 Tesla Highlights from Shareholder Assembly

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Final night time, I mentioned two extremes that might be the way forward for Tesla relying on how the corporate’s present “massive wager” seems. It’s been no secret that Tesla’s #1 focus is now AI and robotics, and that’s now the place it would both massively succeed or fail. Nevertheless, there have been additionally a number of highlights from the presentation that appeared price pulling out and discussing. Beneath are 10 key slides and a few quick feedback about them.

This primary one is one which in all probability deserves its personal article, since battery degradation and alternative prices are such issues for non-EV homeowners. It’s a giant a part of anti-EV hype to assert that you simply’re going to need to spend hundreds of {dollars} on a brand new battery after just a few years, and persons are accustomed to having to exchange 12V batteries, so it’s straightforward to consider. Nevertheless, as Tesla factors out, its batteries sometimes last more than its vehicles. Excellent news, and a reality price sharing.

We noticed this shared with the final quarter’s shareholder report, however it’s price highlighting once more. Tesla’s AI compute infrastructure has skyrocketed. Rather more compute energy helps Tesla FSD to drive significantly better. However does the chart proceed spiking upward from there? For a way lengthy? At what value? I’d like to have a extra detailed clarification and dialogue on this. Perhaps on the subsequent Autonomy Day? Are these nonetheless occurring? Nicely, we’ll have the massive presentation on August 8 — maybe we’ll study rather more about these items there.

That is one I believe Tesla may have mentioned rather more, particularly contemplating the historical past of claims that Tesla factories should not secure. Clearly, Tesla has been making good progress in regard to employee security, and far of that could be from employee-provided enchancment solutions. Nevertheless, Musk shortly skipped previous this slide and it’s minimalist within the particulars supplied. It could be very nice to see extra of the underlying particulars and knowledge. It could even be good to get some perception into how a lot enchancment solutions have elevated manufacturing unit effectivity, in addition to security.

There’s the slide exhibiting the three Tesla fashions below growth. I really feel like we’ve seen nearly the identical slide earlier than. Ready for the main points, however it’s at the least proof that Tesla continues to be engaged on different fashions (assume everybody knew that, although).

This is among the extra thrilling slides. It exhibits speedy development of Tesla’s vitality storage deployments prior to now few years, and it exhibits the Megafactory the place these storage programs are produced has sufficient capability to provide about 2.5× extra of them annually.

And, unsurprisingly, these vitality storage programs are bringing in additional gross revenue!

One other thrilling and engaging chart was this one evaluating “whole value of possession” of a Tesla Mannequin Y and a BMW X3. Although, once more, I’d like to see particulars someplace. I’ve accomplished dozens of whole value of possession analyses, and so they rely closely on a wide range of assumptions, together with some very customized assumptions. So, it’s exhilarating to see how less expensive a Mannequin Y will be than certainly one of its closest opponents. However let’s see the information and assumptions!

I really like the look of this new Tesla Supercharger map. It’s for sure spectacular how a lot Tesla has constructed out these networks world wide. After all, the dots for the Superchargers listed here are in all probability bigger than cities, however it’s an amazing visualization nonetheless!

It’s clearly spectacular how a lot Tesla’s gross revenue from “providers and different” have risen.

This one will get its personal article, as a result of Elon Musk’s phrases about Tesla’s lithium refining, vertical integration, and battery manufacturing prices had been actually attention-grabbing. Simply contemplate this slide a placeholder for a enjoyable article to return. Let’s simply say that the story seems to be rather more promising and constructive listening to Musk’s statements on this within the annual shareholder assembly than within the Q1 shareholder assembly.

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