274 annotations
Page 5 of 14
I just want to temper expectations for Cybertruck
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2023 Q3
20 Oct 23
here will be enormous challenges in reaching volume production with the Cybertruck and then in making a Cybertruck cash flow positive
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2023 Q3
20 Oct 23
We recently completed a 10,000th GPU cluster of H100s.
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2023 Q3
20 Oct 23
our vehicle has now driven over 0.5 billion miles with FSD Beta
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2023 Q3
20 Oct 23
replacing a rear cast rail in the Model Y, to do that versus like what we replaced it with from Model 3, it’s 10 times cheaper and 3 times faster to do it with the cast rail
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2023 Q2
22 Jul 23
collision repair will continue to become cheaper and faster over time
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2023 Q2
22 Jul 23
there’s like 10,000 unique parts and processes in the Cybertruck
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2023 Q2
22 Jul 23
somewhat similar to Tesla Insurance, bringing Tesla electric and BPP capabilities to our customers requires working through a fractured regulatory environment on a jurisdiction-by-jurisdiction basis
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2023 Q2
22 Jul 23
Lathrop ramping successfully to meet our contracted projects in 2023
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2023 Q2
22 Jul 23
our SX mix for deliveries increased quite a bit from Q1 to Q2
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2023 Q2
22 Jul 23
normalized for the impacts of mix shift with Austin and Berlin being a higher percentage of our mix, normalized for S and X being a higher percentage of our mix in Q2 versus Q1, the sequential cost reduction, it might be the largest we’ve had in a while
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2023 Q2
22 Jul 23
Austin and Berlin saw quite a decent amount of cost reduction on a fundamental basis from Q1 to Q2
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2023 Q2
22 Jul 23
we continue to have this mentality of continuous improvement in terms of labor, reducing labor, improving automation, and just continue to get better at what we do
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2023 Q2
22 Jul 23
There’s equipment depreciation that comes into play, equipment that was commissioned 5 to 7 years ago. That used to be a part of the piece price. That’s completely amortized.
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2023 Q2
22 Jul 23
there’s also the unit economics improve as volumes grow
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2023 Q2
22 Jul 23
That’s kind of the genesis of xAI.
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2023 Q2
22 Jul 23
There were just some of the world’s best AI engineers and scientists that were willing to join a startup, but they were not willing to join a large sort of relatively established company like Tesla.
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2023 Q2
22 Jul 23
I think we’ll be better than human by the end of this year
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2023 Q2
22 Jul 23
I think no other carmaker has -- is that we have real-time demand and real-time production, like so seven days a week
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2023 Q2
22 Jul 23
I don’t know if they could deliver us enough GPUs
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2023 Q2
22 Jul 23