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Page 17 of 18
the percentage of the $15,000 price that you're not going to be able to recognize as revenue upfront rather than deferred?
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Transcript
2022 Q4
29 Jan 23
full self-driving package has two components. There's enhanced Autopilot
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2022 Q4
29 Jan 23
There's also the long-term potential of Optimus where we're able to use our expertise in electric motors and power electronics, batteries and advanced manufacturing to be able to make a humanoid robot that is actually useful and can be made at high volume with exceptional capabilities
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2022 Q4
29 Jan 23
the Dojo computer, we expect to be using that operationally at Tesla later this year
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2022 Q4
29 Jan 23
we expect to see deflation in our input costs most likely, which would then lead to, yes, better margins
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2022 Q4
29 Jan 23
we're not just sort of relying on supply. We're also doing design actions to bring cost out.
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2022 Q4
29 Jan 23
cost per car of lithium in 2023 will be higher than 2022
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2022 Q4
29 Jan 23
if it's a smooth year, actually, without some big supply chain interruption or massive problem, we actually have the potential to do 2 million cars this year.
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2022 Q4
29 Jan 23
what is the fastest path to 1,000-gigawatt-hours a year of production. And you'll see announcements come out later this year and next
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2022 Q4
29 Jan 23
is Cybertruck production still on track for mid-year?
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2022 Q4
29 Jan 23
the ramp will really come 2024
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2022 Q4
29 Jan 23
this has actually a very significant effect on total cost of ownership
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2022 Q4
29 Jan 23
improving the logistics of spare part or providing spare parts needed for collision repair, have an enormous effect on the repair cost
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2022 Q4
29 Jan 23
we've actually adjusted the design of the car and made changes in the software of the car to minimize the cost of repair
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2022 Q4
29 Jan 23
it is also giving us a good feedback loop into minimizing the cost of repair of Teslas
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2022 Q4
29 Jan 23
So it has a bigger effect than you think because it improves total cost of insurance costs even when they don't use Tesla Insurance, because now the guy [ph] goes up to the world have to compete with Tesla and cannot charge outrageous insurance for Teslas.
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2022 Q4
29 Jan 23
just by Tesla operating insurance for our cars at a competitive rate, that makes the other car insurance companies offer better rates for Teslas
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2022 Q4
29 Jan 23
the motivation for starting this business, it was to improve and still is to improve the total cost of ownership of our cars, given that we're seeing high premiums of insurance from third-party companies
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2022 Q4
29 Jan 23
in the states in which we're operating, on average, 17% of the customers in the states are using a Tesla Insurance product
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2022 Q4
29 Jan 23
when do you think Tesla Insurance will become big
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2022 Q4
29 Jan 23