Questions to inspire discussion.
🏭 Q: How much LFP cell production capacity does Tesla have in Nevada? A: Tesla’s Nevada facility has equipment for 7–8 GWh of LFP cell production across two production lines, potentially for EVe and grid storage cells.
Tesla Business and Sales.
📊 Q: What are the expectations for Tesla’s Q2 PND report? A: Troy Teslike estimates 356,000 deliveries, while analyst consensus is 385,000, but PND reports are becoming less significant for Tesla’s business model.
💰 Q: What’s crucial for Tesla to become a multi-trillion dollar company? A: Unsupervised FSD rollout and Optimus sales at scale are key, not just increased car or megapack sales.
🇨🇳 Q: How are Tesla’s China sales performing? A: Latest week sales were 20,684 units, down 4.9% QoQ and 11% YoY, but year-to-date figures show Tesla China is closing the gap, down only 4.6% YoY.
EV Market and Competition.
🚘 Q: How do GM’s EV sales compare to Ford’s in the US? A: GM sold 78,200 EVs in H1 2023, up 104% YoY, capturing an estimated 13% EV market share — nearly twice as many as Ford’s US EV sales.
Regulatory Changes.
⚖️ Q: What’s happening with the EV tax credit in the US? A: A new bill passed the Senate 51–50, potentially ending the EV tax credit on September 30th, which could impact manufacturing investments and EV adoption.
Tesla Product Updates.
🚀 Q: What changes were made to the Tesla Model 3 long range? A: Price increased by $1,400 but now includes 25 extra miles of CLTC range and 0.4 seconds faster acceleration due to the standard inclusion of the acceleration boost package.
🔌 Q: How much did Tesla’s Supercharger network grow in Q2? A: Supercharger growth was 18% YoY, with 3,500 stalls opened in Q2.
## Key Insights.
AI and Automation.
🤖 Tesla’s Grock voice assistant will enable car interaction, but advanced control features like HVAC and navigation will require long-term development.
🚗 Tesla’s first autonomous car delivery was showcased in a 3-minute video on their website, demonstrating progress in self-driving technology.
Manufacturing and Infrastructure.
⚡ Tesla’s Giga New York has produced the 600th pre-assembled supercharging unit and 25,000th V4 supercharger post, with a maximum output of one stall every 37 minutes.
🏭 Tesla’s Project Howard LFP factory in Nevada has equipment for 7–8 GWh of cell production, split into two lines for different applications than vehicle batteries.
Business Strategy.
💰 Tesla’s path to becoming a multi-trillion dollar company hinges on unsupervised FSD rollout and Optimus sales at scale, not just increased vehicle or Megapack sales.
🚕 Tesla’s robo taxi service in Austin has deployed 11 vehicles with pricing at $4.20 per ride, expanding invites to non-Tesla influencers.
Product Updates.
🔋 Tesla’s Model 3 long range price increased by $1,400 but now includes 25 miles extra CLTC range and 0.4 seconds faster acceleration due to the standard inclusion of the acceleration boost package.
Market Performance.
📈 Tesla’s China sales reached 20,684 units for the week, down 4.9% quarter-over-quarter but up 4.6% year-over-year, with Model Y accounting for 15,210 units.
🚙 Ford’s US EV sales decreased 11.8% year-to-date, with 39,000 units sold, while their F-150 Lightning sales dropped 16.7%.
🔌 GM’s US EV sales increased 104% year-over-year, selling 78,200 units in the first half of the year and capturing an estimated 13% EV market share.
Infrastructure Growth.
🔌 Tesla’s Q2 Supercharger growth was 18% year-over-year, with 3,500 stalls opened, demonstrating continued expansion of charging infrastructure.
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Tesla is making several updates and advancements, including the potential integration of its Grok AI functionality, expansion of its Full Self-Driving technology, and updates to its vehicles and manufacturing, amidst mixed results from other electric vehicle makers and shifting industry dynamics.
Tesla Technology Updates 🚗 Q: What’s new with Tesla’s Grok voice assistant? A: A: Grok is integrated into modern firmware, requires premium connectivity, pairs with existing accounts, offers multiple modes (assistant, tutor, therapist, storyteller), but has no wake word yet, only a button to activate. 🔋 Q: What’s the latest on Tesla’s V4 supercharger cabinets? A: V4 cabinets enabling 500 kW charging for Cybertruck are being deployed in Q3, with the 600th PSU and 25,000th V4 post already built at Giga New York, maxing out at 250 kW for other models.