10 Tesla Highlights from Shareholder Assembly

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Final evening, I mentioned two extremes that could possibly 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 brief feedback about them.

This primary one is one which in all probability deserves its personal article, since battery degradation and alternative prices are such considerations for non-EV homeowners. It’s a giant a part of anti-EV hype to assert that you just’re going to should spend 1000’s of {dollars} on a brand new battery after just a few years, and individuals are accustomed to having to interchange 12V batteries, so it’s simple to imagine. Nevertheless, as Tesla factors out, its batteries sometimes last more than its vehicles. Excellent news, and a truth price sharing.

We noticed this shared with the final quarter’s shareholder report, nevertheless it’s price highlighting once more. Tesla’s AI compute infrastructure has skyrocketed. Far more compute energy helps Tesla FSD to drive a lot 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. Possibly on the subsequent Autonomy Day? Are these nonetheless taking place? Properly, we’ll have the large presentation on August 8 — maybe we’ll be taught rather more about these items there.

That is one I feel Tesla might have mentioned rather more, particularly contemplating the historical past of claims that Tesla factories are usually not protected. Clearly, Tesla has been making good progress in regard to employee security, and far of that might be from employee-provided enchancment strategies. Nevertheless, Musk rapidly skipped previous this slide and it’s minimalist within the particulars offered. It will be very nice to see extra of the underlying particulars and information. It will even be good to get some perception into how a lot enchancment strategies have elevated manufacturing unit effectivity, in addition to security.

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

This is without doubt one of the extra thrilling slides. It exhibits fast development of Tesla’s power storage deployments prior to now few years, and it exhibits the Megafactory the place these storage techniques are produced has sufficient capability to provide about 2.5× extra of them every year.

And, unsurprisingly, these power storage techniques are bringing in additional gross revenue!

One other thrilling and interesting chart was this one evaluating “complete value of possession” of a Tesla Mannequin Y and a BMW X3. Although, once more, I’d like to see particulars someplace. I’ve carried out dozens of complete value of possession analyses, and so they rely closely on quite a lot of assumptions, together with some very customized assumptions. So, it’s exhilarating to see how less expensive a Mannequin Y could be than one among its closest rivals. However let’s see the info and assumptions!

I really like the look of this new Tesla Supercharger map. It’s definitely spectacular how a lot Tesla has constructed out these networks world wide. After all, the dots for the Superchargers listed below are in all probability bigger than cities, nevertheless it’s an ideal 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 have been actually fascinating. Simply think about this slide a placeholder for a enjoyable article to come back. Let’s simply say that the story appears to be like rather more promising and optimistic listening to Musk’s statements on this within the annual shareholder assembly than within the Q1 shareholder assembly.