greggertruck
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- I post Cybertruck stuff on the Internet and people like it.
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Earnings call link (begins 5:30pm Eastern)
----- CALL HIGHLIGHTS ------
Elon statements:
-Seeing highest order volume YTD in history of Tesla so far, Y price increase were for that reason
-Order volume 2X the annual production rate thus far
-Price drops brought the affordability factor to many more people
-Good progress on cost control
-Berlin / Austin COGS dropping consistently at a fast pace (production ramping)
-FSD beta proving to be quite reliable, good numbers
-4680 production reached 1k cars a week last year, Giga Nevada will be a huge accomplishment in the future, aiming for 1K Gigawatt hours production
-Leaning on suppliers, and this Nevada ramp will be pivotal to cost reduction in the form of scaling
Sponsored
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