Specific tesla news
From 2018 to mid-2024, Tesla achieved significant milestones, including delivering millions of vehicles globally, advancing energy storage deployments, and expanding its Supercharger network. Notable accomplishments are the unveiling of new models, expanding autonomous driving features, and achieving profitability. Production has become more efficient, and several new technologies, including FSD and Optimus robots, were developed.
Chris Camillo predicts a business with the Tesla Optimus robot worth trillions by 2030. Two 2 years ago Tesla announced Optimus at AI day on 21st Aug 2021, with an updated AI day on 1st Oct 2022. Optimus gained motion, dexterity and brains. Tesla developed its hardware, and actuators and demonstrated tasks such as sorting
Tesla is leading the automotive industry in innovative manufacturing. EVs key focus is weight reduction. Will others catch up. The conclusion is Chinese will, but legacy will have too many barriers with management.
What do analysts and investors predict for Tesla in 2024. Some anlysts such as Larry Goldbert and Gary Black see Tesla executing to their masterplan 3.
At the Cybertruck launch event, keen observers are looking at the specifications and comparing the 4680 battery with 2170 batteries used in various Tesla models. Will Tesla use the 4680 batteries in all of their vehicles?
The official launch of the Cybertruck shows more than ten improvements that will flow into new and existing models of teslas. From use of stainless steel, to 48V wiring, steer-by-wire steering, a gigabit speed wiring system based on POE not CAN.
Ten Cybertruck Features Disrupting the Vehicle Market Read More »
The Tesla 4680 production has been growting at 21% per month since product launch. By the end of 2023, the 4680 battery will start deliverying the increase in cell density and cycle time as promised in 2019.
Tesla vision part 3 is to be announced on March 1st, 2023 at Investor Day. How will this differ from Part 1 or Part 2. What is the “Path to a Fully Sustainable World”
Is Tesla market capitalization too high. Here are just relevant data to suggest that the vale is based on future earnings, 50% YOY growth plans and free cash. Tesla has margins higher than the industry.
Tesla has established an insurance business, and the value of insurance could be 5 times more than just selling the car by itself. The margin from the insurance business could be bigger than the revenue from full self driving software, face lower barriers to adoption and reduce costs to customers.
Simple napkin maths says that Tesla makes robotaxis economic. In fact the numbers are so high they are just not believable? So what is stopping this? Politics? Technology. The only thing seems to be timing. Will it be this year? 2024?
