Tesla is the company most often at the centre of the electric and autonomous transport story, and this category follows its news. Our posts summarise earnings calls and announcements from 2024, the company’s achievements from 2018 to 2024, analyst predictions, and the debate on whether its market capitalisation is too high. We also test the question of whether legacy automakers can ever catch Tesla.
Technology and products are covered in detail: the 4680 battery and its production ramp, the Cybertruck features that disrupt the vehicle market, Tesla’s Masterplan Three, and the Optimus humanoid robot, which some analysts value in the trillions by 2030. Other posts explore how Tesla makes robotaxis economic and the opportunity in Tesla insurance.
Tesla matters here because it often shows how vertical integration, software and manufacturing scale can change an industry. The posts are not cheerleading: they look at risks, valuations and execution as well as what the company has achieved. They also link to wider themes of batteries, grid storage and autonomous vehicles. If you want to follow Tesla’s progress with an eye on the economics of electrification, start with the latest earnings summaries and work back.
Tesla is the company most often at the centre of the electric and autonomous transport story, and this category follows its news. Our posts summarise earnings calls and announcements from 2024, the company’s achievements from 2018 to 2024, analyst predictions, and the debate on whether its market capitalisation is too high. We also test the question of whether legacy automakers can ever catch Tesla.
Technology and products are covered in detail: the 4680 battery and its production ramp, the Cybertruck features that disrupt the vehicle market, Tesla’s Masterplan Three, and the Optimus humanoid robot, which some analysts value in the trillions by 2030. Other posts explore how Tesla makes robotaxis economic and the opportunity in Tesla insurance.
Tesla matters here because it often shows how vertical integration, software and manufacturing scale can change an industry. The posts are not cheerleading: they look at risks, valuations and execution as well as what the company has achieved. They also link to wider themes of batteries, grid storage and autonomous vehicles. If you want to follow Tesla’s progress with an eye on the economics of electrification, start with the latest earnings summaries and work back.
The tone of Tesla’s earnings call for Q4-2024 and full year 2024 today was cautiously optimistic, with Elon Musk emphasizing a significant focus on autonomy and future growth. Despite some disappointing financial results, there was a bullish outlook on AI, FSD, and new vehicle launches, coupled with Musk’s characteristic confidence in Tesla’s future value.
Elon Musk, Tesla’s CEO, detailed high expectations at Tesla’s quarterly Q3 2024. Investors goto over 28 updates on production, competition, and future plans. Musk discusses autonomous driving, new models like the Cybertruck, and Tesla’s battery tech. He addresses challenges like supply chain issues and regulatory hurdles, maintaining optimism about Tesla’s market dominance and innovation.
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.
Developed for human environments, Optimus shows significant advancements in dexterity and autonomy. Despite mixed valuation models, experts believe humanoid robots could revolutionize the workforce, potentially outpacing Tesla’s automotive segment in value.
Chris Camillo predicts Tesla’s Optimus robot will be worth trillions by 2030, addressing labor shortages in sectors like warehousing. Cern Basher likewise suggests revenues of over $6,000 per bot. One million bots is worth $6bn in revenue
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.
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”
