Tesla is navigating challenges in the EV market, including supply chain issues and production adjustments, while maintaining optimism about advancements in self-driving technology and preparing for future earnings ## Questions to inspire discussion ## Tesla’s FSD Progress.
🚗 Q: How has Tesla’s FSD version 13 performed in recent tests? A: FSD v13 on hardware 4 showed incredible performance with no unplanned disengagements over 490 miles of winding mountain and coastal roads, including navigating flagger-regulated oncoming traffic.
🌎 Q: What are the expectations for Tesla’s FSD version 14? A: FSD v14 is expected to be overfit for Austin and potentially deployed unsupervised globally in a short timeframe, subject to regulatory approval. Tesla’s Manufacturing and Supply Chain.
🔋 Q: How is Tesla addressing rare earth element concerns in motor production? A: Tesla’s rare earth free motors use 25% less rare earth elements than industry average, positioning them well against China’s export controls on 7 rare earth elements, including neodymium.
📊 Q: What insights might Tesla’s upcoming earnings call provide? A: The April 22nd earnings call will likely address supply chain and margin impacts from China’s rare earth export controls, battery supply constraints, and tariff effects. Tesla’s Product Updates.
📷 Q: What undocumented changes are included in Tesla’s AI4 vehicles spring release? A: The release includes a wider angle rear view, side repeater cameras at the top, and B-pillar dash cam and Sentry mode video recording capabilities.
🛻 Q: How significant is the Cybertruck for Tesla’s stock performance? A: The Cybertruck line is not expected to be a meaningful driver for stock appreciation, even at 250,000 units per year with a 5% net income margin, due to its small relative impact on Tesla’s overall growth. ## ## Key Insights ## Tesla’s Technological Advancements.
🚗 Tesla’s rare earth free motors for next-gen vehicles could provide 50% cost savings on magnet motor costs, offering a significant competitive advantage.
🧠 Tesla’s FSD version 13 on hardware 4 demonstrated exceptional performance with zero unplanned disengagements during 10 hours of challenging driving conditions. Supply Chain and Manufacturing.
🌏 China’s rare earth export restrictions may cause short-term disruptions for US companies, affecting not only EVs but also military equipment like fighter jets and submarines.
🔋 Tesla has reduced its use of rare earth elements in permanent magnet motors by 25% since 2017, now using 520g total per motor, which is below industry average. Business Strategy and Market Impact.
📈 Tesla’s Cybertruck line is not expected to significantly impact stock price, as even 250,000 annual units at 5% margin would only generate **$1 billion in value.
🚀 Tesla’s FSD unsupervised rollout will be gradual, with extensive testing using Austin and California data, potentially leading to a major advancement with version 14.
#Tesla.
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