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update on capacity expansion plans for company's factories in Berlin and Austin and the opening schedule of Gigafactory Mexico?
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Transcript
2023 Q3
20 Oct 23
Phase 2 of the Texas 4680 facility is currently under construction.
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Transcript
2023 Q3
20 Oct 23
Phase 2 of the Texas 4680 facility is currently under construction
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Transcript
2023 Q3
20 Oct 23
This quarter, we convert to building 100% Cybertruck cells
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Transcript
2023 Q3
20 Oct 23
The Cybertruck cell, with 10% higher energy than our Model Y cell, started production on line 2 in Texas.
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Transcript
2023 Q3
20 Oct 23
cell costs consistently improved month over month within the quarter
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Transcript
2023 Q3
20 Oct 23
Texas is now our primary 4680 facility.
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2023 Q3
20 Oct 23
20 millionth cell off of line 1
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2023 Q3
20 Oct 23
4680 cell production in Texas increased 40% quarter-over-quarter.
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Transcript
2023 Q3
20 Oct 23
provide a progress update on the 4680 cell
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Transcript
2023 Q3
20 Oct 23
I think we'll probably reach it sometime in 2025.
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Transcript
2023 Q3
20 Oct 23
I think we'll end up with roughly 0.25 million Cybertrucks a year, and -- but we're not -- I don't think we're going to reach that output rate next year.
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Transcript
2023 Q3
20 Oct 23
How many Cybertruck deliveries do you anticipate for 2024?
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2023 Q3
20 Oct 23
We've tried to offset such adjustments via our focus on reducing costs.
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2023 Q3
20 Oct 23
there is an inherent lag in cost reductions, which in turn impacts margins
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2023 Q3
20 Oct 23
as interest costs in the U.S. have risen substantially, it has required us to adjust the price of our vehicles to keep the monthly cost in parity
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Transcript
2023 Q3
20 Oct 23
our capital expenditure and R&D will continue to grow in the near term
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2023 Q3
20 Oct 23
R&D expenses continue to rise due to Cybertruck prototype builds and pilot production testing, combined with spend on AI technologies like full self-driving Optimus and Dojo
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2023 Q3
20 Oct 23
our cost per vehicle decreased to approximately $37,500
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2023 Q3
20 Oct 23
our Q3 operational and financial performance was impacted by planned downturns for our factory upgrades
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Transcript
2023 Q3
20 Oct 23