Tesla NEWS Updates on Optimus, Cybertruck, DOJO, Megapack, Semi, S3XY, and Cybertruck

Tesla's Future Products

🚗 Q: What's the potential for Tesla's Robo Taxi service?
A: Robo Taxi is a high-margin business with low operating costs due to no drivers and minimal vehicle maintenance, presenting a significant opportunity for Tesla as falling costs expand the market.

🤖 Q: How is Tesla's Optimus robot progressing?
A: Optimus is ready to deploy, but the longevity of its components is unknown, suggesting a potential rental model with no warranty to eliminate costs associated with human workers.

💻 Q: What advantage does Tesla's Dojo supercomputer have?
A: Dojo only needs to outperform Nvidia chips on a power basis to succeed, potentially allowing Tesla to sell billions of dollars worth of existing chips for a significant profit.

Tesla's Energy Business

🔋 Q: What's the potential for Tesla's energy business?
A: Tesla's energy sector has a real chance of reaching $250 billion in volume from 20-25 factories, each producing $10 billion annually, with one factory completed, one ramping up in Shanghai, and a third under construction.

🏭 Q: How is Tesla's Texas factory progressing?
A: The Texas factory is moving quickly, with equipment installation underway and early production expected by end of 2023, comparable to the Shanghai and Leup timelines.

Tesla's Vehicle Lineup

🚚 Q: What are the prospects for Tesla's Cybertruck and Semi?
A: Both are expected to be big sellers, with Cybertruck generating $25-$100 per unit in merchandise sales and Semi potentially reaching $250,000 per unit, with Pepsi already purchasing 18 chargers and 82 trucks.

🚙 Q: How is the Model Y performing in the market?
A: The Model Y, especially the large version, is a bestseller due to its space and efficiency, with a third row that's tight but sold in every market.

Challenges and Opportunities

🔌 Q: What's hindering Tesla's stationary storage deployment?
A: Political obstacles, rather than technological challenges, are limiting deployment, with tariffs driving up costs and battery availability being a major limiting factor.

🔋 Q: How is Tesla addressing battery supply for its Texas factory?
A: The Texas factory will need to source batteries from Nevada, as the new LFP factory has only 10 GW capacity, which is 1/4 of the demand, and advanced LFPs are restricted for export due to China tariffs.

Future of Car Ownership

🚗 Q: How long will Tesla's vehicle ownership model remain strong?
A: Tesla's vehicle ownership is expected to remain strong for at least 10-20 years, with young people already saying they don't need to own a car, but hunters and gatherers still preferring personal ownership.

Tesla Merchandise

🍾 Q: What's unique about Tesla's Cybertruck bottle opener?
A: The Cybertruck bottle opener is a unique product that can be sold for $25-$100 each, depending on quantity, appealing to customers who want to stand out.

Tesla's Robotics and AI

🤖 Optimus, Tesla's humanoid robot, is ready for deployment in easy jobs like handing out popcorn or working in factories, with a proposed $10,000/month rental model.

🚕 Robo Taxi, Tesla's autonomous taxi service, has 20 miles of vehicles deployed in Austin, geofenced to a specific area, with plans for expansion once remote supervisor numbers are reduced.

🖥️ Dojo, Tesla's AI supercomputer, only needs to outperform Nvidia chips on a power basis to succeed, with potential for in-house production and leasing to others.

Tesla's Energy Business

⚡ Tesla's energy business has the potential to reach $250 billion in volume with 20-25 factories, each producing $10 billion in product.

🔋 The Megapack, Tesla's large battery pack for grid-scale energy storage, is being produced in multiple factories, with one already operational and others in development.

🏭 Tesla's stationary storage business is growing, with 300 Megapacks recently sold to Australia, offering substantial margins.

Tesla's Vehicle Production

🚛 Tesla's semi-truck production is set to begin at the Reno facility by the end of 2023, with batteries produced at the Giga Nevada facility.

🚙 The Cybertruck, with its unique design and high price, serves as a "Halo product" to attract customers and boost sales of other Tesla models.

🚗 Cybertruck production is expected to start by end of 2023, with an initial run rate of 50,000 per year and a 500-mile range version priced at $250,000.

Tesla's Future Developments

🤖 Tesla plans to design robotic cars specifically for autonomous driving, aiming for increased efficiency and safety compared to traditional vehicles.

📈 Tesla's production timelines are aggressive, with goals to produce hundreds of thousands of vehicles annually despite limited production capacity.

🌐 The Model Y, especially the large model, is expected to be a bestseller in many markets, despite potential limitations like a tight third row.

• 00:00 🤖 Tesla's Optimus robot is ready for deployment in factories, potentially offered through a $10,000/month rental model.
  • The discussion shifts to analyzing Tesla's product categories by potential profitability, starting with the most promising items.
  • Optimus is ready to deploy, with only minor holdups, and has surpassed the minimum viable product stage, despite some limitations in its current capabilities.
  • Tesla's Optimus robot is ready to be used in factories and may initially be offered through a rental model due to uncertainty around the longevity of its parts.
  • Optimus could cost $10,000 a month, but with efficiency and no breaks, it could effectively reduce costs to $3,000 per month.
• 04:33 🤖 Tesla's Optimus bot aims to replace human workers in hazardous jobs, potentially selling for $15,000 and offering significant cost savings.
  • The early prototype of Optimus was a 42-inch, 60-70 pound device with 500-600 lines of resolution that was considered beautiful at the time.
  • Tesla's Optimus bot can replace human workers in hazardous or hard-to-staff jobs, offering cost savings by eliminating labor, housing, and other expenses, and potentially selling for $15,000, although production costs are significantly lower.
• 07:14 🚗 Tesla's robo-taxi business is on track to be profitable with autonomy progress, despite occasional failures from competitors, and could retain a larger share of revenue by eliminating drivers.
  • A Tesla robo-taxi ride was arranged for media outlets with a dentist who happened to receive a local invite, raising questions about credibility.
  • Tesla's autonomy progress, despite occasional failures from competitors like Waymo, appears to be on track with the key question being how quickly the company can optimize its safety oversight-to-vehicle ratio.
  • Tesla's robo-taxi business can be profitable because eliminating drivers and manufacturing their own vehicles will allow them to retain a larger share of the revenue.
• 10:32 🤖 Tesla is poised for market conquest with advancing technologies, strategic logistics control, and potential breakthroughs in Dojo, Cybertruck, and other ventures.
  • Falling costs of technologies like Robo Taxi and flat panel displays can expand the market in unpredictable ways, allowing for faster manufacturing and potential market conquest.
  • Tesla can control logistics by strategically managing vehicle deployment, allowing them to adjust to demand without needing to immediately match supply and demand.
  • Tesla can produce a Cybertruck immediately, with the ability to manufacture and have it delivered within hours, unlike other manufacturers with permanent network constraints.
  • Dojo's potential to surpass Nvidia in production capacity could lead to opportunities for selling, leasing, or setting up data centers for external use if it outperforms Nvidia chips on power efficiency.
  • Tesla may generate significant revenue from selling existing chips, but the rollout of Dojo's new architecture and software development could delay its broader application for other companies.
• 16:02 🚀 Tesla accelerates global expansion with new factories, targets 1 terawatt energy production, and advances in key projects like Semi, Cybertruck, and Optimus, despite facing challenges.
  • Tesla aims to reach a 1 terawatt energy production capacity, requiring around 20-25 factories, each producing $10 billion a year, for a total volume of $250 billion or more.
  • Tesla's Texas factory is progressing quickly, with equipment installation expected soon and early production possibly by the end of the year, comparable to the Shanghai and Leipzig factory timelines.
  • Tesla faces significant obstacles to stationary storage deployment, primarily due to political factors such as tariffs and export restrictions, particularly on battery materials from China.
  • Tesla's revenue from China is expected to show up this year, with substantial margins, and the semi-truck production is nearing start, potentially as early as end of year.
  • Tesla's semi production relies heavily on 2170 batteries, and hopes that 4680 battery ramp in Texas will free up these batteries for semi use, as LFP cells in Nevada are intended for stationary storage, not trucks.
  • Tesla's Semi is still far behind other projects, but there are hopes to export products to Canada.
• 22:23 🚗 Tesla's Cybertruck may cost $250,000, while the adoption of the Semi hinges on pricing and infrastructure, and Musk predicts a future shift away from retail car sales towards autonomous driving.
  • Tesla's 500-mile Cybertruck model may be priced at $250,000, up from initial unofficial estimates of $180,000.
  • The adoption of Tesla's Semi depends on the cost, with customers considering price and charging costs, and some large companies like PepsiCo are already investing in the trucks and charging infrastructure.
  • Regenerative braking in electric vehicles like Tesla converts kinetic energy into electrical energy, making it a more efficient and less heat-wasteful process than traditional physical braking.
  • Elon Musk suspects that selling cars to retail customers will become insignificant in the future, possibly within 3-10 years, as people shift towards autonomous driving.
• 26:40 🚗 Tesla's Model Y is set to dominate sales, while the future of vehicle ownership may shift towards ride-hailing, yet Tesla will continue producing legacy models and robo-taxis to maximize profits.
  • The Model Y with a larger size will likely become the best-selling variant of the Model Y, especially in markets like the US where size is a significant factor.
  • The speaker believes that people, especially younger generations, may opt not to own cars due to the rising cost of ownership when compared to affordable ride-hailing services.
  • Vehicle ownership will likely remain strong for at least 10 to 20 years, with Tesla potentially continuing to produce legacy models like the Model 3 and Y even if it shifts focus to robotic cars.
  • Tesla can manufacture as many robo-taxis as demanded while still producing cars for sale, potentially making billions of dollars in both ventures.
  • Some products can continue to be sold profitably even without updates until production costs become impractical, at which point they can be discontinued.
• 32:17 📺 The X Takeover event in San Mateo will feature a large light show with 800 synchronized drones and vendor booths.
  • The speaker plugs last night's show with Bryant, discusses the diner, and teases their banter with Randy.
  • The X Takeover event in San Mateo, featuring keynote speakers and Tesla influencers, will include a large light show with 800 synchronized drones and vendor booths.

WatchUrl: https://www.youtube.com/watch?v=jU6CcHr1WJc