Tesla 2024: AI, Dojo, Licensing, and Tesla Bot Driving Excitement

Tesla's future potential in AI, Dojo, licensing, and the Tesla bot is driving excitement among investors and analysts, with the year 2024 expected to be a breakthrough year for the company, potentially reaching a $1 trillion valuation

Questions to inspire discussion

• What are the key developments for Tesla in 2023?

  —In 2023, Tesla had significant developments including FSD version 11, MEAP pack Factory in Shanghai, lithium Refinery groundbreaking, Legacy oems capitulating, FSC version 12 demo, Tesla bot demos, cyber truck delivery event, and Giga Shanghai expansion.

• What is expected for Tesla in 2024?

  —Tesla is expected to have a breakout year in 2024 with the Model 3, Cybertruck, and continued innovation, but significant earnings growth is needed to push the stock into the 400 area.

• What will influence Tesla's stock price in 2024?

  —Tesla's stock price is influenced by the future potential of AI, Dojo, possible licensing, and Tesla bot, rather than just the earnings from the EV business.

• What are the potential partnerships for Tesla in 2024?

  —Tesla is gearing up for growth in 2024 with potential partnerships in hardware, software, AI, and supercharger expansion, particularly in the area of FSD, due to their unique capabilities and integration skills.

• What is the impact of Tesla's advancements in FSD and bot technology?

  —Tesla's advancements in FSD and bot technology will lead to a breakout year in 2024, with the bot being able to advance faster by isolating use cases and not needing to be able to do everything a human can do.

Key Insights 

Tesla's Potential in AI and Non-Auto Businesses

• 💰 Analysts predict Tesla's valuation to be driven by Network Services, Mobility, FSD licensing, and other non-auto businesses.
• 🚀 Tesla's future potential in AI, Dojo, licensing, and Tesla bot is what investors are excited about, not just the current earnings.
• 🤖 The AI side of things is where most of the value will come from for Tesla stock in the next three to five years.
• 🔋 Tesla is projecting that Dojo will be a top five computing system in the world by the end of 2024, with 20 times the compute power.
• 🤖 The articulation of the Tesla bot's hand is unbelievable and could find huge demand in various applications.
• 📈 Tesla's manufacturing capability will allow them to scale up the Tesla bot at a cost that no one will be able to compete with.
• 🤖 Tesla is planning to design and ramp up production facilities for AI robots to work in their factories, potentially revolutionizing the manufacturing industry.
• 💡 The concept of beta testing could involve rolling out hundreds of Tesla bots as beta units with no publicity, tapping into a potential demand of 20 million robots worldwide.

Impact of 2024 on Tesla's Market Dominance

• 🚗 Tesla has the whole EV Market with GM essentially giving up in North America, positioning them to dominate the industry.
• 🚀 "The continuation of Elon pushing the innovation envelope is very exciting."
• 🚀 The year 2024 is expected to be the year of promises being delivered, with potential advancements such as FSD actually delivering and maybe even removing the beta title, which could have a significant impact on the stock price.
• 🤖 The year 2024 will be a breakthrough year for Tesla, with a focus on Tesla bot and partnerships, potentially hitting $1 trillion in valuation.

#Tesla #Investment

Clips

• 00:00 🚀 Tesla's stock had a turbulent 2023 but is expected to have a breakout year in 2024 with significant developments, positive market indicators, and successful announcements and production.
  • In 2023, Tesla's stock had a turbulent year, with price cuts and events like the EV credit going into effect, but despite this, the stock still saw significant growth, and 2024 is expected to be a breakout year for the company.
  • Tesla had significant developments in 2023, including FSD version 11, MEAP pack Factory in Shanghai, lithium Refinery groundbreaking, Legacy oems capitulating, FSC version 12 demo, Tesla bot demos, cyber truck delivery event, and Giga Shanghai expansion.
  • Tesla's stock went down 80% but positive things are happening, including price reductions, Elon selling stock, and the market sniffing out Tesla's future success.
  • Tesla's 2024 will be a breakout year with the Model 3, Cybertruck, and continued innovation, but significant earnings growth is needed to push the stock into the 400 area.
  • Tesla's recovery to the $250 mark is logical, with a strong balance sheet and strategic moves positioning the company for a promising future in 2024.
  • Tesla had a successful year in 2024 with the announcement and production of new factories, vehicles, and technology, as well as the establishment of supercharger partnerships.
• 10:02 🚀 Tesla is set for a breakout year in 2024, with growth in AI, potential interest rate cuts, and increased investment in growth stocks driving the stock price.
  • 2023 was a year of building key platforms for Tesla, with legacy OEMs capitulating and competition stepping back, while Tesla grew capacity in hardware and FSD.
  • Tesla is planning for significant growth, with hiring patterns indicating a breakout year in 2024, driven by factors beyond just the auto business.
  • Tesla's stock price is influenced by the future potential of AI, Dojo, possible licensing, and Tesla bot, rather than just the earnings from the EV business.
  • Investors will be influenced by the potential of Tesla's AI developments and long-term value rather than just the car business.
  • Tesla could benefit from potential interest rate cuts and economic slowdown, with the possibility of improved margins and increased investment in growth stocks.
  • The speaker discusses the potential impact of a Federal Reserve interest rate cut on Tesla in 2024.
• 20:03 🚀 Tesla potentially expanding and investing in new technology, positive economic indicators could lead to a breakout year in 2024.
  • The economy's core pce has unexpectedly dropped, leading to potential disinflation and accelerated rate increases.
  • Elon Musk's future plans for Tesla and potential economic concerns are being closely watched by investors.
  • Tesla is potentially expanding Giga Mexico and investing in more factories, with a focus on AI and Dojo technology.
  • Positive January after a Santa Claus rally in an election year usually leads to a positive year, which could be a good sign for Tesla in 2024.
  • Economic indicators are showing contraction in industry, and while everyone is bullish, it's important to be cautious as recessions often come when least expected.
  • The speaker is positive about the economy and predicts a good year for 2024, with potential for a broadening out of the rally and positive sentiment from investors.
• 26:37 🚀 Tesla is expected to have a breakout year in 2024 with the Model 3 Highland, potential FSD OEM licensing deal, new gigafactories, higher volume production, potential compact car design unveiling, and full production of the Tesla semi, but battery limitations may hinder the success of the semi truck.
  • Tesla is expected to have a breakout year in 2024, with the Model 3 Highland and potential FSD OEM licensing deal.
  • Tesla may have an AI day in Q1 or Q2, and there is talk of a compensation package for Elon Musk.
  • Tesla is projected to have a breakout year in 2024 with the launch of new gigafactories, higher volume production, potential compact car design unveiling, and full production of the Tesla semi.
  • Tesla is close to producing a prototype of a bot and the big question is when they will ramp up production of the semi and cybertruck.
  • Tesla's battery limitations may hinder the success of the semi truck, and it may not be a significant money driver for the company.
• 30:49 🚀 Tesla is prioritizing battery allocation for profit-generating products, planning to reach escape velocity in 2024 with 4680, and focusing on production ramp-up and efficiency.
  • Tesla needs to prioritize the allocation of batteries to products that will generate the most profit, such as Model Y, Model 3, and Mega packs.
  • Tesla is expected to reach escape velocity in 2024 with the 4680, despite the current challenges.
  • Tesla is planning to use lithium iron phosphate and work with CATL to build a North America facility, and the production of the semi will be serious when they start hiring personnel and expanding the building in Nevada, with battery supply not being a limiting factor.
  • Tesla is expected to have a breakout year in 2024 with continued growth in 4680 in-house production and recycling, and the ability to buy all the cells they need for vehicle production.
  • Elon Musk is focusing on ramping up production in Berlin and Texas, while Shanghai is doing well, and Tesla is being strategic with factory announcements.
  • Tesla may not have any factory announcements next year, but Elon Musk will focus on making existing operations more efficient and there may be new mega pack factories.
• 37:00 🚀 Tesla's 2024 breakout year will focus on factory updates, potential battery constraints, milestones in new models, and priorities in scaling the Cybertruck and advancing Full Self-Driving technology.
  • Tesla's 2024 breakout year will likely see updates on factories, particularly in Shanghai, and potential challenges with 4680 battery production.
  • Battery constraints may be a concern, but Tesla is planning to build up a test line for the semi and potentially replicate it elsewhere.
  • Tesla is expected to hit milestones in 2024, including the introduction of new models and potential changes in EU rules for semi trucks.
  • The most impactful priorities for Tesla in the coming years are scaling the Cybertruck and advancing Full Self-Driving technology to showcase performance at scale.
  • Tesla's FSD technology is practical and likely to improve, benefiting society and reducing the risk of accidents caused by human error.
• 43:45 🚀 Tesla is poised for a breakout year in 2024 with potential partnerships, advancements in FSD, and the development of a humanoid robot, but success will depend on Elon Musk's actions and alignment with his words.
  • Elon Musk's pivot to developing a humanoid robot, along with the potential for Tesla to hit $1 trillion in 2024 and the importance of investments in Dojo for AI leadership, will make 2024 a breakout year for Tesla.
  • Tesla is expected to have a breakout year in 2024 with potential partnerships in hardware, software, AI, and supercharger expansion, particularly in the area of FSD, due to their unique capabilities and integration skills.
  • Tesla is gearing up for growth in 2024 with the ramp of the 4680, Cybertruck, and Model 3, as well as improvements in factory efficiency and hiring, but the outcome will depend on Elon Musk's alignment of words and actions in the earnings call.
  • Elon Musk may partner with companies like Ford or GM for software licensing, but it may take three years for them to catch up in the EV market.
  • Partnerships with Hilton, Best Western, and Uber, along with the potential for widespread robot deployment in Tesla factories, indicate a breakout year for Tesla in 2024.
  • Tesla's FSD still needs improvement and is not yet ready for fully autonomous driving, but the speaker believes that it will lead to a breakout year in 2024.
• 55:58 🚀 Tesla's advancements in FSD and bot technology will lead to a breakout year in 2024, with potential for demand in manufacturing and significant impact on all of its businesses.
  • Tesla bot and robo taxi network have potential but must be 100% ready to avoid financial and publicity risks, and the latest robot technology has huge potential for demand in manufacturing.
  • People initially doubted the progress of Bots, but now Tesla has demonstrated their capabilities multiple times.
  • Tesla's advancements in FSD and bot technology will lead to a breakout year in 2024, with the bot being able to advance faster by isolating use cases and not needing to be able to do everything a human can do.
  • Tesla's bot can be trained to do specific tasks easily and at a lower cost than traditional robots, and with Tesla's manufacturing capability, it is predicted to have a breakout year in 2024.
  • Tesla is expected to have a breakout year in 2024 with advanced prototypes, real-time feedback from robots, and the design and ramping up of production facilities.
  • Tesla's investment in the bot will have a significant impact on all of its businesses, with projections suggesting it will dwarf the robot taxi business and create a demand for millions of robots worldwide.

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