357 annotations
unit growth in 2024
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Transcript
2024 Q1
13 May 24
I think we can be free cash flow positive meaningfully.
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2024 Q1
13 May 24
licensing business opportunity
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2024 Q1
13 May 24
it learns from that trained data automatically instead of some engineers saying that, oh, here, you must rotate the steering wheel by this much or something like that
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2024 Q1
13 May 24
That still leaves over 100 hours a week where the car inference computer could be doing something else.
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2024 Q1
13 May 24
even in an autonomous future where the car is perhaps used instead of being used 10 hours a week, it is used 50 hours a week
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2024 Q1
13 May 24
We are, at this point, no longer training-constrained
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2024 Q1
13 May 24
For a while there, we were training-constrained in our progress.
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2024 Q1
13 May 24
I'll be moving on from the world of Investor Relations
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2024 Q1
13 May 24
what 4680 did for us from a supply chain perspective was help us understand the supply chain that's upstream of our cell suppliers
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2024 Q1
13 May 24
the orders for batteries from other automakers have declined dramatically
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2024 Q1
13 May 24
a lot of our suppliers have excess capacity
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2024 Q1
13 May 24
I think that was implying something around $20,000 of COGS.
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2024 Q1
13 May 24
during the Investor Day last year, you mentioned that auto COGS per unit for the next-gen vehicle would decline by 50% versus the current 3 and Y
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2024 Q1
13 May 24
a big part of the 4680, Tesla doing internal cells was a hedge against what would happen with our suppliers
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2024 Q1
13 May 24
distributed access to power and distributed cooling
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2024 Q1
13 May 24
it's exactly for data centers. It's already there in the car
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2024 Q1
13 May 24
we got built in like with cold thermal management
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2024 Q1
13 May 24
unlike laptops and our cell phones, it is totally under Tesla's control
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2024 Q1
13 May 24
as opposed to asking users for permission on their own cell phones
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2024 Q1
13 May 24