379 annotations
S&P, I think it's typically 25%-i
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2023 Q4
14 Feb 24
mmentary, you mentioned the taxes would go to the S&P 500 lev
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2023 Q4
14 Feb 24
there an opportunity to continue to go below the 36,000? Or should we kind of be modeling that it kind of stays at this level into '24?
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2023 Q4
14 Feb 24
And we're pursuing the dual path of NVIDIA and Dojo, but I would think of Dojo as a long shot.
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2023 Q4
14 Feb 24
we're obviously hedging our bets here with significant orders of NVIDIA GPUs.
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2023 Q4
14 Feb 24
we're obviously hedging our bets here with significant orders of NVIDIA GPUs.
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2023 Q4
14 Feb 24
your release does not mention Dojo,
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2023 Q4
14 Feb 24
e're obviously happy to give any electric car company access to our Supercharger network
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2023 Q4
14 Feb 24
Frankly, I think if there are not trade barriers established, they will pretty much demolish most other car companies in the worl
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2023 Q4
14 Feb 24
ur main goal with these AI Days is recruiting,
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2023 Q4
14 Feb 24
Toyota RAV4, Corolla, Honda Civic
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2023 Q4
14 Feb 24
ean it's worth noting that if you look at, say, the average selling price of the other top-selling vehicles in the world, they are much lower priced than Model Y.
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2023 Q4
14 Feb 24
size of your addressable market with the portfolio you have today, like the 3, the Y, the X and the S. What's your estimate of your addressable market? You're shipping like probably about like a 2 million unit run rate today
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2023 Q4
14 Feb 24
o not project the previous cost reduction at the same pace completely in the future because with our current platform, we are getting to a place wherein there is -- there are limitations.
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2023 Q4
14 Feb 24
obably not because, remember, we were coming out with a period wherein commodity prices were rising.
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2023 Q4
14 Feb 24
5, 6 quarters on average, the COGS per car has been coming down like more than 2% sequentially on average
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2023 Q4
14 Feb 24
Lathrop continues to ramp through 2024 with the operation of a second final assembly line to double capacity from 20 to 40 gigawatt hours by the end of the year
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2023 Q4
14 Feb 24
eservation to order conversion rate so far has been very, very encouraging.
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2023 Q4
14 Feb 24
the barrier, and we've talked about this, is like getting it to actually do something useful
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2023 Q4
14 Feb 24
e've got a good chance of shipping some number of Optimus units next yea
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2023 Q4
14 Feb 24