Tesla is working on a $25,000 car expected to be released in 2024, which could potentially drive stock valuation and face potential demand issues
Questions to inspire discussion
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When is Tesla expected to release a $25,000 car?
—Tesla is expected to release the $25,000 car in 2024, with the possibility of manufacturing and delivery by the end of the year.
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What could potentially drive Tesla's stock valuation?
—The release of the $25,000 car in 2024 is expected to potentially drive Tesla's stock valuation.
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What is the potential limiting factor for Tesla in 2024?
—In 2024, the potential limiting factor for Tesla may not be a battery shortage, but rather a potential demand issue, particularly for the Model Y.
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What is the potential impact of Tesla's $25,000 car on the company's future?
—The potential impact of Tesla's $25,000 car in 2024 could be significant, potentially driving stock valuation and facing potential demand issues.
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What is Elon Musk's theory for minimizing costs?
—Elon Musk's theory is to minimize travel distance for molecules by making everything local, which is inherently less expensive.
Key Insights
Impact on Tesla's Financials and Stock Valuation
- 🚗 The projected retail price of the Next Generation vehicle may be lower than expected, potentially driving stock valuation in 2024.
- 🔍 Making the $25K Tesla car locally could reduce costs and make it more affordable for consumers.
- 🚗 Tesla's $25K car may come in 2024, with the possibility of manufacturing starting by fall of 2024.
- 🤖 "The value proposition of Bot is huge but I don't think we're going to see deliveries in 2024."
- 🏭 The bot beta program may prioritize reducing gross margin and cost of goods in Tesla's factories, rather than generating revenue from consumer sales.
- 💰 They could easily sell 10,000 bots in a heartbeat at $25,000, but I think they could sell 100,000.
- 🤖 The bot is so much easier than FSD, it's already a viable product today.
- 🧠 "Dojo alone may be a trillion dollar company inside Tesla."
- 🚀 The successful landing and reusing of a Starship in 2024 could be a game-changing moment for investors and the public, driving more attention to Elon Musk's companies.
- 📈 Tesla's potential revenue from battery products could reach $500 billion, 5x more than last year's revenue, showing significant growth potential.
- 💰 Tesla's potential $500 billion a year in gross profit from a fleet of 10 million Robo taxis is a 25x increase from last year's gross profit.
Potential Disruption in the Automotive Market
- 🚗 The release of a compact car under $20,000 in the US could significantly impact the sales of other popular vehicles like the Corolla and RAV 4.
- 🚗 The Tesla $25K car will have advanced AI capabilities, allowing for seamless interaction and assistance during long drives.
#Investment #Tesla
Clips
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00:00 🚗 Tesla may release a $25K car in 2024, potentially driving stock valuation and facing potential demand issues.
- Tesla may announce and start manufacturing a Next Generation vehicle, with the possibility of delivery before the end of 2024, and the Dojo part of Tesla may be worth more than Nvidia, according to Warren Redlich.
- In 2024, the limiting factor for Tesla may not be a battery shortage, but rather a potential demand issue, particularly for the Model Y, and the ability to bring prices down to increase volumes.
- Tesla is expected to bring down manufacturing costs to lower car prices and increase market demand, with potential growth in Tesla energy and mega pack in 2024 depending on interest rates.
- Tesla is expected to release a next generation vehicle in 2024 with a projected retail price of around $25,000, potentially driving stock valuation.
- Elon Musk hinted at the possibility of Tesla manufacturing and delivering their Next Generation vehicle by the end of 2024, with the potential for significant developments in self-driving technology.
- The speaker discusses the possibility of Tesla releasing a car priced below $25,000 in 2024, with potential for it to be even lower.
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08:53 🚗 Tesla is working on a $25,000 car, expected to be revealed and manufactured in 2024, with potential for a compact car to be ready for sale, using iron frate batteries to qualify for tax credits and focusing on local manufacturing to minimize costs.
- Tesla is actively working on a $25,000 car, with plans to build the factory in Giga Texas and Giga Shanghai, but it is expected that Shanghai will be built faster.
- Tesla may reveal and start manufacturing their next generation vehicle in 2024, which is expected to be simpler to manufacture and have a significant impact on the company's future.
- Tesla's Next Generation vehicle is expected to be a huge seller, with the potential for a compact car to be ready for sale in 2024, supported by evidence of permits being filed and production lines already built.
- Tesla's $25K car may use iron frate batteries to qualify for tax credits, but manufacturing lithium iron phosphate batteries in the US at scale may be a challenge, and multiple factories need to be ready before announcing the car's availability.
- Tesla's next generation vehicle will be important in China and the US, with potential for growth in Latin America and Europe, and the possibility of a $20,000 price point in the US market.
- Elon Musk's theory is to minimize travel distance for molecules by making everything local, which is inherently less expensive.
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22:10 🚗 Tesla's $25K car may be available in 2024, with potential manufacturing in Shanghai and Giga Texas, as well as the production of AI training bots and the possibility of leasing instead of owning the car.
- Tesla's $25K car may be available for sale next year due to high demand in Europe and potential manufacturing in Shanghai.
- Tesla may start manufacturing a $25K car by fall of 2024 at Giga Texas, with potential expansion at Giga Nevada.
- Giga Nevada progress is slow, but the potential for Tesla's long-term future with Bot technology is significant.
- Tesla may potentially manufacture 100,000 lighter and less expensive AI training bots at $10,000 each, generating a significant amount of data for AI training.
- Elon Musk may not listen to suggestions, but the speaker believes that Tesla's $25K bot will likely be used in their factories and by suppliers to reduce costs and generate variable data before being sold to consumers.
- Tesla's $25,000 car could be gross margin positive and may be leased instead of owned, with potential for widespread use in various tasks.
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29:27 🚗 Tesla's $25K car may come in 2024, with the development of the bot progressing quickly and potentially becoming commercially viable before FSD, as well as the potential for voice control technology and Grock deployment in Tesla cars and Bots.
- Tesla's $25K car may come in 2024, and the development of the bot is progressing quickly, potentially becoming a commercially viable product before FSD.
- Tesla's $25K car may come in 2024, and the company may also sell a bot to partners and manufacturing partners to reduce costs.
- Elon Musk's bot program may be viable for consumers sooner than expected, with potential for usefulness in as little as three months.
- Grock will likely be deployed in Tesla cars and Tesla Bots by the end of 2024, potentially making them more useful.
- Voice control technology in Tesla cars could potentially make the driving experience more user-friendly and accessible.
- Tesla's $25K car will have easy access to features like opening doors and the glove box, as well as the ability to ask questions and have conversations with the car.
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39:14 🚗 Tesla's potential $25K car in 2024, Dojo chip, Starship booster, and energy generation plans could drive massive growth and investment for the company.
- Tesla is investing heavily in Dojo, with plans to make it available as a service to the rest of the world, potentially allowing them to make billions of dollars by renting out the supercomputer capabilities.
- Tesla's Dojo chip and potential Dojo as a service could make the company worth more than Nvidia, and potential catalysts for Tesla in 2024 include Starship and Neuralink.
- In 2024, the successful landing and reusing of a Starship booster will drive attention and investment towards Elon Musk's companies, particularly Tesla.
- Elon Musk's impact on the brand and the potential for Tesla's $25K car in 2024, as well as the development of Full Self-Driving technology and the company's growth projections.
- Tesla is likely planning to manufacture their own Transformers and deploy massive solar farms to address potential shortages in voltage Transformers and electricity generation.
- Elon Musk has discussed the potential impact of massive data centers on the grid and highlighted Tesla's advantage in energy generation and supply chain security.
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56:06 🚗 Tesla's $25K car may come in 2024, with potential for significant revenue from Robo taxis and other non-battery related streams, despite the delay in entering the market and the "smarter than Elon disease" belief.
- Tesla's battery revenue model is based on the number of batteries used in their products and the price per gigawatt hour, with the potential for Megapack to lower the price point for batteries in the future.
- Tesla is projected to generate over $500 billion in revenue from battery products, with potential for even more growth from FSD, Robo Taxi, and other non-battery related revenue streams.
- Tesla's $25K car may come in 2024, with potential for significant gross profit from a fleet of Robo taxis and high revenue generation from bots.
- Tesla's amazing progress and investments are not reflected in the stock price, but the company is objectively more valuable than before.
- Tesla will likely release a $25,000 car in 2024, and it's not difficult to see how they could do it.
- Tesla's delay in entering the market and the belief in Elon Musk's statements are discussed, with the term "smarter than Elon disease" being introduced.
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01:05:21 🚗 Tesla is confident in releasing a $25K car in 2024, focusing on engineering and battery supply for long-term success, while also investing in FSD and using data for strategic decisions.
- Elon Musk and his team are confident that the next generation vehicle from Tesla will be easier to produce than the Cybertruck, indicating a potential release in 2024.
- Tesla doesn't need to advertise because there are many issues that could be promoted about the company, and the consumer doesn't care about certain things like Cobalt in the car.
- Tesla will release a $25K car in 2024, despite delays due to COVID, and the compact car was never deprioritized.
- Tesla is working on a $25,000 car, but they are focused on perfecting their engineering process and increasing battery supply for long-term success and sustainable energy transition.
- Investment in FSD is crucial for the future of Tesla, and those who only focus on short-term stock gains are missing out on the potential for significant growth.
- Tesla has access to data to make strategic decisions, including price cuts, and is working on improving the 4680 cell for future car models.
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01:15:24 🚗 Tesla's $25K car is expected to come in 2024, and the speaker encourages viewers to check out his website for comprehensive Tesla investor resources.
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