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Page 13 of 18
Texas production increased 50% quarter-over-quarter through yields increased 12% and catho peak rate increased by 20% and through yields improved by 20%.
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2023 Q1
27 May 23
Same with cathode precursor, we've successfully demonstrated lower process cost
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2023 Q1
27 May 23
we're continuing to further pursue densification and investment reduction opportunities in future factory build-outs like in Nevada
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2023 Q1
27 May 23
we're continuing to simultaneously make significant purchases of NVIDIA GPUs
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2023 Q1
27 May 23
I think it is helpful to have the feedback loop with a service because that means we feel the pain of service, and then we can address the design to make the car need less service
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2023 Q1
27 May 23
And service and charging and insurance
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2023 Q1
27 May 23
it is taking to be possible to sell it at zero profit, but still have the net present value of future cash flows associated with that asset very significant
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2023 Q1
27 May 23
technically, we could sell for zero profit for now and then yield actually tremendous economics in the future through autonomy, no one else can do that
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2023 Q1
27 May 23
Correct. That's exactly right.
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2023 Q1
27 May 23
Am I misinterpreting that, or is that exactly right?
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2023 Q1
27 May 23
it would seem that you'd be comfortable with a relatively low initial margin
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2023 Q1
27 May 23
in Europe, 50% of all of our supercharging stations are open to all EVs, and we've been able to do that without any increase in wait times at all for anybody
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2023 Q1
26 May 23
we've got a shot at 2 million vehicles this year. But that's an upside case. And we feel comfortable with 1.8 million.
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2023 Q1
26 May 23
those improvements will improve the speed at which you can connect the Megapacks to the grid
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2023 Q1
26 May 23
we're making improvements on many fronts, including Megapacks
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2023 Q1
26 May 23
Detention and demurrage is down 93% from the peaks
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2023 Q1
26 May 23
our air expedites are down 90%
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2023 Q1
26 May 23
the same thing will happen with lithium hydroxide
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2023 Q1
26 May 23
we anticipated a crash in the lithium prices and some of that has flowed through by way of lithium carbonate reductions into battery cost
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2023 Q1
26 May 23
every day, we get a daily real-time update of how many cars were ordered yesterday, how many cars were produced yesterday
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2023 Q1
26 May 23