440 annotations
Page 11 of 22
When it comes to energy margins, Megapack deployment was the key driver there.
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Transcript
2023 Q3
20 Oct 23
18 months from initial deliveries to have -- to reach volume and reach prosperity with an immense -- I can't tell you how much -- the blood, sweat and tears level required to achieve that is just staggering
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2023 Q3
20 Oct 23
we dug our own grave with Cybertruck
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2023 Q3
20 Oct 23
I would characterize our progress in real world AI as a series of stacked log curves.
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2023 Q3
20 Oct 23
most countries require some sort of extensive approval program
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2023 Q3
20 Oct 23
for most parts of the world, you have to get approval before deploying things, whereas in the U.S., you can deploy things at risk or at least you can take liability for what you're deploying
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2023 Q3
20 Oct 23
the reason we don't do it in all countries simultaneously is that it would take much longer to make it work anywhere at all
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2023 Q3
20 Oct 23
What steps is Tesla taking to make this technology available outside the U.S.?
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2023 Q3
20 Oct 23
we are not ready to discuss details of the Optimus program
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2023 Q3
20 Oct 23
will Optimus be working on Gigafactory lines next year?
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2023 Q3
20 Oct 23
there's a lot of people that assume we have legal liability, judging by the lawsuits
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2023 Q3
20 Oct 23
Mercedes is accepting legal liability for when its Level 3 autonomous driving system, Drive Pilot, is active. Is Tesla planning to accept legal liability for FSD?
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2023 Q3
20 Oct 23
the current price as a kind of a temporary low
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2023 Q3
20 Oct 23
over time, the price of FSD will increase proportionate to its value
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2023 Q3
20 Oct 23
why was the price dropped on FSD if it is getting better and robotaxi is expected so soon?
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2023 Q3
20 Oct 23
that same software and approach will enable Optimus to do useful things and enable Optimus to learn how to do things simply by looking
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2023 Q3
20 Oct 23
approximate time line in mind for the robotaxi, driven or nondriven
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2023 Q3
20 Oct 23
t's not possible to have a compound growth rate of 50% forever
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2023 Q3
20 Oct 23
when does Tesla expect to return to its 50% long-term CAGR?
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2023 Q3
20 Oct 23
sell-side consensus assumes that Tesla will deliver 2.3 million vehicles in 2024, representing 28% growth versus 2023 guidance
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2023 Q3
20 Oct 23