357 annotations
Page 10 of 18
I think we’ll be better than human by the end of this year
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2023 Q2
22 Jul 23
I think no other carmaker has -- is that we have real-time demand and real-time production, like so seven days a week
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2023 Q2
22 Jul 23
I don’t know if they could deliver us enough GPUs
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2023 Q2
22 Jul 23
we’ll actually take NVIDIA hardware as fast as NVIDIA will deliver it to us
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2023 Q2
22 Jul 23
I think we will be spending something north of $1 billion over the next year on -- through the next year, it’s well over $1 billion in Dojo
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2023 Q2
22 Jul 23
Autonomy will make all of these numbers look silly.
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2023 Q2
21 Jul 23
the short-term variances in gross margin and profitability really are minor relative to the long-term picture
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2023 Q2
21 Jul 23
The first Optimus that is -- that will have all of the Tesla designed actuators, sort of production candidate actuators integrated and walking should be around November-ish. And then, we’ll start ramping up after that.
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2023 Q2
21 Jul 23
in designing these actuators, designing them for volume production
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2023 Q2
21 Jul 23
we’ve actually had to design our own actuators that integrate the motor or the power electronics, the controller, the sensors
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2023 Q2
21 Jul 23
cast rear body or front body is lighter, cheaper, better noise vibration, harshness, much easier to manufacture
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2023 Q2
21 Jul 23
There’s a misconception that traditional bodies are easy to repair
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2023 Q2
21 Jul 23
Design team works with our collision repair team since we’re a closed loop on this with insurance, and we design specific parts that make it easier and faster to repair.
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2023 Q2
21 Jul 23
I think we’ll be making them in high volume next year, and we will be delivering the car this year
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2023 Q2
21 Jul 23
Cybertruck has a lot of new technology in it, like a lot
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2023 Q2
21 Jul 23
Demand is so far off the hook, you can’t even see the hook.
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2023 Q2
21 Jul 23
Cybertruck orders
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2023 Q2
21 Jul 23
we’re excited to announce that for Q3, we will be allowing transfer of FSD
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2023 Q2
21 Jul 23
I ask to kind of extend some of those fixed price contracts through the end of the decade
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2023 Q2
21 Jul 23
we’ve naturally been a little bit hedged from the lithium position because of the long-term contracts we have in place
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2023 Q2
21 Jul 23