274 annotations
Page 2 of 14
we think we'll start the initial phases of construction next year
(No comment added)
Transcript
2023 Q3
21 Oct 23
rates have to come down
(No comment added)
Transcript
2023 Q3
21 Oct 23
we're definitely making the factory in Mexico
(No comment added)
Transcript
2023 Q3
21 Oct 23
All 3 and Y used to have radar, but we turned it off because the radar actually generated more noise than signal.
(No comment added)
Transcript
2023 Q3
21 Oct 23
We have radar as -- a Tesla-designed radar is an experiment in Model S and X.
(No comment added)
Transcript
2023 Q3
21 Oct 23
how you're thinking about price elasticity just at this point in this macro environment
(No comment added)
Transcript
2023 Q3
20 Oct 23
Model Y and you compare that to how much people's monthly payment has risen due to interest rates, the price of the Model Y is almost unchanged
(No comment added)
Transcript
2023 Q3
20 Oct 23
for a lot of people, like, this tax credit just -- they can't front $7,500 for 18 months or even 6 months to -- for the tax credit, and they actually don't, in some case, even have that $7,500 in taxes
(No comment added)
Transcript
2023 Q3
20 Oct 23
we are unflagging in our pursuit of additional cost downs for 2024
(No comment added)
Transcript
2023 Q3
20 Oct 23
you would see periods where there would be downward pressure on deployment because of us trying to get the product to that base way
(No comment added)
Transcript
2023 Q3
20 Oct 23
factory idle time had an impact
(No comment added)
Transcript
2023 Q3
20 Oct 23
how the gross margin evolved sequentially? How much was the impact of idle cost?
(No comment added)
Transcript
2023 Q3
20 Oct 23
When it comes to energy margins, Megapack deployment was the key driver there.
(No comment added)
Transcript
2023 Q3
20 Oct 23
When it comes to energy margins, Megapack deployment was the key driver there.
(No comment added)
Transcript
2023 Q3
20 Oct 23
When it comes to energy margins, Megapack deployment was the key driver there.
(No comment added)
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
(No comment added)
Transcript
2023 Q3
20 Oct 23
we dug our own grave with Cybertruck
(No comment added)
Transcript
2023 Q3
20 Oct 23
I would characterize our progress in real world AI as a series of stacked log curves.
(No comment added)
Transcript
2023 Q3
20 Oct 23
most countries require some sort of extensive approval program
(No comment added)
Transcript
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
(No comment added)
Transcript
2023 Q3
20 Oct 23