Tesla's Stock Catalysts: Full Self-Driving V12 and Robo Taxi Launch

The release of FSD (Full Self-Driving) version 12 and the potential launch of a Robo taxi could have a significant impact on Tesla's financials and stock price, with energy, AI, and new car models also playing a major role in the company's future success 

Questions to inspire discussion 

• What will have the biggest impact on Tesla's financials and stock price?

  —The potential release of FSD version 12 and the $25,000 car are expected to have the most significant impact on Tesla's financial results.

• Will the $25,000 car and FSD version 12 have a significant impact on revenue?

  —The 25k car and FSD version 12 are not expected to have a significant impact on revenue, with low take rates and more people likely to opt for a subscription.

• What is expected to have the earliest impact on Tesla's bottom line?

  —The energy category will have the earliest impact on Tesla's bottom line, with a 20% increase expected this quarter or next quarter.

• How will Tesla's production rates impact their financials?

  —Tesla's production rates are rising, leading to lower costs and increased energy revenue recognition, which will have a significant financial impact in 2024.

• What could impact all of Tesla's businesses and lead to significant advancements?

  —Investing heavily in AI technology could impact all of Tesla's businesses and lead to significant advancements in the near future.

Key Insights

• 🚗 The release of full self-driving version 12 or full-on Robo taxi could have a significant impact on Tesla's financials.
• 🚗 Energy will have the earliest impact, with a 20% increase in the first quarter, leading to significant margin increases.
• 💰 Their production rates are rising which means costs are dropping, so we're going to see energy on a real sprint at this point as far as bottom line is concerned.
• 🌍 FSD version 12 could have a global impact, reaching China, Europe, and Australia, and happening sooner than expected.
• 💰 Tesla is heavily investing in AI, with a team of over 120 engineers, signaling a significant financial commitment to the technology.
• 💰 The announcement of new MEAP pack factories could move the stock, but it's the Optimus $25,000 car that could really surprise people.
• 📈 The release of V12 could potentially galvanize people and impact the stock price significantly.
• 📈 The massive impact of AI, robots, energy, cars, and Robo taxi could each be a fortune 10 company on its own, all coming at the same time.

#Investment #Tesla

Clips 

• 00:00 🚗 The potential release of FSD version 12 and the $25,000 car are expected to have the most significant impact on Tesla's financial results, with some skepticism about the timeline for these developments.
  • Investors are wondering which of Tesla's businesses will have the biggest impact on their financials and stock price, with speculation on full self-driving, Robo taxi, Tesla Bond, $25,000 car, energy division, and the timing of these developments.
  • The potential release of FSD version 12 and the $25,000 car are expected to have the most significant impact on Tesla's financial results, with some skepticism about the timeline for these developments.
  • The 25k car and FSD version 12 are not expected to have a significant impact on revenue, with low take rates and more people likely to opt for a subscription.
• 03:26 🚀 Tesla's progress in hardware is impressive, but software will take time to train and energy category will have the earliest impact on Tesla's bottom line with a 20% increase expected soon.
  • The Tesla bot's progress in hardware is impressive, but the software will take time to train and will likely be used by industrial consumers before domestic consumers.
  • The energy category will have the earliest impact on Tesla's bottom line, with a 20% increase expected this quarter or next quarter.
• 06:08 🚀 Tesla's rising production rates and increased energy revenue recognition will have a significant financial impact in 2024, with a likely boost in sales from FSD components.
  • Tesla's production rates are rising, leading to lower costs and increased energy revenue recognition, which will have a significant financial impact in 2024.
  • Tesla's revenue recognition on FSD components will likely lead to an early boost in sales.
• 08:04 🚗 Tesla's global expansion, FSD version 12, $25,000 car, and commercial factories will impact bottom line in 2026, with potential job cuts and decreased car margins.
  • Tesla's expansion into global markets and the release of FSD version 12 could have a smaller impact than energy, but the $25,000 car and commercial factories will impact Tesla's bottom line in 2026.
  • Car margins will decrease depending on production, but with automation, jobs could be cut by a third, potentially reducing 500 jobs by 2024.
• 09:49 🚗 Tesla's mechanical capability and design brilliance are exceeding market standards, investing heavily in AI technology could impact all of Tesla's businesses and lead to significant advancements in the near future.
  • Training the bot for driving complexity is a long process, but Tesla's mechanical capability and design brilliance are exceeding market standards, although rapid training is necessary for achieving scale in a safe environment.
  • Hitting the bottom line of 24 is possible but unlikely, and the speaker would be happy to be wrong.
  • Investing heavily in AI technology could impact all of Tesla's businesses and lead to significant advancements in the near future.
• 13:17 🚀 Tesla's new MEAP pack factories and potential $25,000 car, along with the release of high-quality videos and the expected launch of V12, could be the next catalyst for Tesla stock.
  • The announcement of new MEAP pack factories and the potential of the $25,000 car could be the next catalyst for Tesla stock.
  • The release of high-quality videos and the potential launch of V12 could galvanize people and impact the stock price.
  • Optimus V12 is expected to come earlier than robotaxi, with the focus on training AI to perform simple repetitive tasks.
• 16:43 🚀 Tesla Bulls are debating the impact of five macroeconomic factors, each with the potential to be a fortune 10 company, while the cost and training of factory Bots is significant for their success in the industry.
  • The cost and training of getting Bots into the factory is significant, and unless they are capable of learning on their own, the differentiation and success of the Bots in industry will fail.
  • Tesla Bulls are debating which of the five massive macroeconomic impacts will come first, as each could be a fortune 10 company on its own, and all are surprisingly coming at the same time.
• 19:37 🚗 Tesla's production numbers are projected to be between 2.1-2.4 million, and Dojo could be a significant business if Tesla can secure enough wafer supply.
  • The speaker discusses projections for Tesla's production numbers, with some predicting 2.1 million and others predicting 2.4 million, with uncertainty about the accuracy of these projections.
  • Dojo could become a significant business for Tesla if they can get enough wafer supply, and there is a comprehensive resource for Tesla investors on the speaker's website.

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