2023 Investor Day | Tesla

[@madhououinkyoma]

Intro 0:00:00 - Cool Renders Livestream Starts 0:29:08 - Opening Remarks (Zach) Part 1: Earth and Sustainable Energy 0:31:15 - Master Plan Part 3 (Elon and Drew) Part 2: Tesla's Contribution 0:58:08 - Vehicle Design (Franz and Lars) 1:10:31 - Powertrain (Colin) 1:19:17 - Electronic Architecture (Pete) 1:27:53 - Software (David) 1:38:20 - Full Self Driving (Ashok) 1:48:12 - Slight Optimus Update (Elon) 1:53:41 - Charging (Rebecca) 2:01:51 - Supply Chain (Karn and Roshan) 2:22:55 - Manufacturing (Tom and Drew) 2:36:15 - Energy (Mike and Drew) Part 3: What This Means for Tesla 2:49:06 - Impact (Laurie and Brandon) 2:55:42 - Financials (Zach) Conclusion 3:20:30 - Livestream Restarts 3:21:24 - New Gigafactory Announcement (Elon) 3:23:38 - Q&A (Tesla Executive Team)

[@jbraunschweiger]

Saint

[@DFWsCars]

Thanks

Thank you!

[@ASTATOSTASOS]

Thank you

[@80Vikram]

GOAT

[@MadHamster6000]

Yes!!! Finally a company who let their best engineers talk about their work, not just CEO excitement! I wish more companies do this!

[@Eric_In_SF]

Well, you clearly don’t watch too many corporate events. Apple, Google, Facebook, etc. etc. all bring engineers on to talk about their projects it’s pretty common. It’s also helpful for recruiting.

[@chethanslthippeswamy]

google does, apple does

[@maxxxpower7503]

During the speech of Elon that guy beside him always interupts him, taking the punch line. Letting Elon not finalize on his sentences and breaks the actuall information flow. Each of them deserves an own presentation but together this is just not a fluent story telling.

[@karlalden2076]

​@@maxxxpower7503 He's trying to contextualize the stammering bullshit Elon hasn't committed to memory because he doesn't understand the info he's trying to convey.

[@maxxxpower7503]

@@karlalden2076 okay, if you say so... Anyway either one of them should have run the presentation not both. Stammering or not, one guy finishing the sentence of it's Boss feels awkward

[@HSPConnection]

Perhaps this team's most astounding achievement is to show what highly competent human beings can achieve when working together towards a unified goal. It's *truly staggering* and the rarest of birds. I did get tears at only one point in the presentation. That was at the slide that said "remember to do cool sh*t." My God do we need more of that.

[@TheDNAGroup]

🎯🎯🎯

[@johnyaya9225]

Amazing results from amazing people! Can't wait to see what you come up with in the future!😃

[@NewKreature517]

Yeah, and they were showing a mock-up of what looked like a Tesla Diner… eating at a retro-looking diner while your car charges

[@gagnepaingilly]

Tesla stock swings too much to calmly accumulate and hold, After buying TSLA shares for just over 10 years, i'm struggling to make gains presently. How do i adjust or revamp my $2M portfolio? Should i consider some defensive investments?

[@sommersalt88]

Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.

[@kansasmile]

De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.

[@greekbarrios]

I fired mine 13yrs ago. now I am beginning to see the benefits, how do I get one? Considering your point I won’t want to get into a bubble. Can you recommend any?

[@kansasmile]

"Jennifer Leigh Hickman" is who i work with and she is a hot topic even among financial elitist in Texas. Just browse, you’d find her, thank me later.

[@psdaengr911]

Swings in share prices are noise. Look at year over year trends in sales and annual net profit, comparing them to a company offering products or services for the same market. . Never invest in a company whose products, services, market and management that you do not fully understand. If you have confidence in the long term viability of a company, and you did a careful analysis of its worth when you first bought its shares, here's one approach. Have your investment account set for minimum taxes - sell highest prices shares first. If the share price. swings lower than your average cost per share, buy a fixnt ed percentage of the shares you have. Wait 31 days and sell no more than an equal number of your shares. Either use the proceeds to buy shares in a different company in a different category with good expected returns, or wait 31 days and then buy more shares of the original company. This will give you capital losses that you can deduct from your taxes, lower your risk and for a given number of shares, minimize your investment and maximize your long term return per share.

[@andrewchandler0]

Still with Tesla stock, investors can never be sure what will happen next, bearish periods ultimately establish a new set of stocks to buy and watch while setting the stage for a robust new uptrend. I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?

[@elliot985]

Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.

[@robertosaviano215]

@@elliot985 Please can you leave the info of your investment advisor here? I’m in dire need for one.

[@elliot985]

@@robertosaviano215 My advisor is ‘’Isabel Cecilia Ramsey’’ she’s highly qualified and experienced in the financial market. She has extensive knowledge of portfolio diversity and is considered an expert in the field. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market

[@Zanrowe795]

@@elliot985 Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

[@ToneGuruLA]

Honored to be a shareholder. Can't say that about every stock I've owned. Go Team Tesla!

[@bluewavesoma]

Is tesla planning on switching to hemp batteries or do more children need to mine your batteries?

[@Hate---Love]

Aww, are you crying :(

[@debadityasaha1684]

​@@bluewavesomaaww

[@keco185]

@@bluewavesoma It's amazing how people still think this.

[@ToneGuruLA]

@@bluewavesoma Lets hope its children,.. Hemp is for smoking.

[@LionheartLivin]

Remember guys this is investor day not trader day;)

[@JackHudler]

It's under the last covered car

[@user-dw8cz8su3e]

Not investor day Just investor die

[@Frank72364]

More like short seller day ;)

[@sweet44508]

😂 you say that so we all invest and you sell.

[@ChessMasterNate]

@@sweet44508 What other car company is going to beat them? They have the cream of the US engineers.

[@talented009]

The market continues to decline; I've been exploring strategies; it appears that both bull and bear market periods give equal possibility to make big profits. In one news item, a 54-year-old man made $280,000 in five weeks. How can I learn these strategies? My portfolio has been dormant for several months.

[@Adukwulukman859]

Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.

[@ThomasHeintz]

Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.

[@ThomasHeintz]

You can do your research and be on the lookout for one with intelligent strategies who'll help your portfolio maintain an unwavering and a progressive growth. Elise Marie Terry is my advisor. She has the Flexibility & Expertise to Meet Your Needs. Verify her yourself

[@esther.74]

@@ThomasHeintz Thank you for this tip. it was easy to find your investment advisor. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

[@daviemanuel688]

With changes in the economy leading to instability in the stock market, some individuals may face a decrease in their investments in an effort to benefit from the current market conditions, I am considering liquidating my $725k portfolio consisting of bonds and stocks. Someone else in the same situation? Please tell me in the comments!..

[@MajorCockbern]

would suggest you thoroughly evaluate the companies you have invested in and their estimated future performance, as we may expect to see the market decline further. To minimize stress and improve efficiency, it might be wise to seek the assistance of an investment advisor to help restructure your portfolio and identify any underperforming investments to offset. This approach has been successful for me and has reduced my stress levels.

[@daviemanuel688]

@@MajorCockbern I have been exploring the possibility of utilizing advisors to help navigate the stock market during these uncertain times. However, I am still evaluating their potential effectiveness in providing the support I need.

[@MajorCockbern]

@@daviemanuel688 Christy Vallen D'souza is an esteemed coach known for her proficiency in her area of expertise. You probably might have come across her. I found her on a CNBC interview where she was featured and i reached out to her afterwards. She has since provided entry and exit points on the securities I focus on. You can carry out a quick internet research on her name for more info. I basically follow her market moves and haven’t regretted doing so...

[@daviemanuel688]

@@MajorCockbern I was considering changing my investment strategy and planning to sell certain positions. As my retirement is coming soon,I became increasingly stressed. After thoroughly researching Christy Vallen D'souza on internet, I concluded that I had made an informed decision. Thank you for this Pointer. She seems very proficient and flexible. I booked a call session with her too.

[@alexandervocelka9125]

Companies have one task: to create productivity capital from innovation and either feed that back into their own innovation process or give it back to the market so the market can allocate it to other companies with higher innovation productivity eitrher directly through stockholding or indirectly through consumption. So companies which think they have more innovation potential than capital will recycle all profits into innovation and pay little or no dividend. Companies or industries with little innovation potential return it in form of dividends so shareholders can use their minds to make innovation investment decisions. I personally invest at least 5 years in high innovation companies with large growth and innovation potential. That is why Tesla is great, as it is the pure manifestation of innovation like no other company ever, not Ford, and not even Microsoft or Google or Amazon. The other 50% goes into stable productivity companies with stable dividends, which are mostly cycle proof. Wars don't change the macro economics. Every recession is just a bigger reallocation of capital. High innovation potential companies will always recover. Over 5 years any emotional corrections always even out again. After all where else can we invest? People always realize this after the panic has ebbed away.

[@awsome957]

Livestream starts at 29:00

[@Lucas-GR]

some heroes wear no capes

[@JUSTENization]

Thank you. I wasted 2.5 minutes of my life until I scrolled to see your comment 😂

[@ermelinda2223]

@@Lucas-GR haha

[@ermelinda2223]

Thank you btw

[@ChessMasterNate]

I am not concerned about Model 2 not being unveiled. As they tried to convey the factory + the car is the unit. The Factory is clearly still in planning, so the car is too. The more thought they put in, the better the result. Rushing a design achieves nothing.

[@malipedduparthiv6147]

@@ancedrius4646 its been 4 years since the cybertruck was revealed. what are you talking about.

[@darrincooper1318]

Surely it’s called model A

[@DishNetworkDealerNEO]

What Tesla announced is the first factory that will build in the” new leaner way, the next generation of vehicles that will have the other manufacturers dying from their ability to build their designs inexpensively enough to squeeze out any profit, and as the majority of those competitors fall flat on their face and bleed out and die, this will leave more of the market to Tesla, as well as the orphaned supply chain of raw and processed battery materials, and battery manufacturers who will have to meet Tesla’s cost, methodology and time requirements and flexibility or dissolve.

[@trex2092]

@@ancedrius4646 I see math is not your strong suite, remember to take your memory pills.

[@derrickstableford8152]

They were trying to show the investors an overview of many different aspects.

[@garykubiak]

So many great things going on behind the scenes at Tesla! Thanks for giving us a glimpse into the inner workings of the company! Excited for the future of Tesla and the world!

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@barbieturkiye617]

VRITKN300 is young. Holding almost anything mentioned here is a good hold because the VHS or Beta will only show in time. I want to hold them early. Its sad that most dont think of these things as good future holds instead of being out of the market and bottom hunting. Are we the adopters or are we scavengers? surely one of these layer ones will become the standard and i dont want to sell any of them too early.

[@marcin_pisz]

The rate of improvement at Tesla is staggering fast.

[@sparkysho-ze7nm]

Th greatest pace of innovative minds improving th world

[@meenoomeenoo4578]

basically tesla will become the single entity to be leading the world, and they’re telling us how they’re doing it all under our watch. by the time people catchup it’s too late but thankfully tesla isn’t just about gain but to help the world. thx elon

[@skierpage]

Don't exaggerate. What actually drives the transition is petawatts of wind and solar generation; batteries extend that and cars are ~12% of energy use. Tesla is important in decarbonizing two large economic areas, but that still leaves everything else. They hinted about possibly making maybe making a domestic heat pump, which would be a third area. But there's still agriculture and industrial processes. I hope the solar and wind industries have their own Elon Musks.

[@dstolf]

@@skierpage yeah if only Tesla had a solar company they acquired or something.. maybe made roofs out of solar panels that would be crazy wouldn’t it

[@skierpage]

@@dstolf I watched the whole presentation, and I don't recall hearing anything about Tesla solar. I hope the solar roof continues to grow, but they don't seem to have any plans to be a significant player in solar manufacturing, and fell into 4th in solar installation market share in the USA.

[@tyleraragon6200]

@@skierpage Solar city is it owns company. it's the same reason we didn't see any Space or Tunneling company things here. But I see your point.

[@skierpage]

@@tyleraragon6200 Wikipedia: "Tesla acquired SolarCity in 2016, at a cost of approximately US$2.6 billion... and reorganized its solar business into Tesla Energy." Tesla should talk about the solar part of its business.

[@alextorrella4585]

Amazing, owning a Model S I can say that it’s a fantastic car, fun to drive and really full of technology. Happy with Model S 2022 refresh

[@Brian_______]

*You must be poor.*

[@bensharpe64]

I don't have a tesla yet, but I want to get one ASAP.

[@TigerInTheWoods]

@@bensharpe64 Better be in a hurry while price last was cut significantly. When I bought my 3 Tesla last year 2022 at high price but no regrets luv it.

[@Brian_______]

@Tow4_subaccount *OK*

[@mykkal777]

I just want the music list. Tesla should be providing that

[@SuddenKnock]

facking yes

[@MultiverseCODM]

You know, I could try and catalogue that Given that I know some of the music they have been using

[@mykkal777]

@@ApolloIB thanks man

[@AnthemAnimation]

I know it's not them, but it sounds like Chemical Brothers

[@jjcasias4047]

Great to see behind the scene of how they operate…so many aspects to this company!!

[@jessicakirsh]

I’m on my third time watching this. I’m super honored to be a small retail investor in $TSLA.

[@J1BPLUS]

Tesla's just the best!

[@GalenMatson]

There's a lot of information here. Tesla's transparency is one of the reasons I'm a long term investor.

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@ARocketScientist85]

Are you Elon's mom?@@MayeMusk-lf3vu

[@TheDenooneD]

Very informative presentation. Thank you

[@jhunt5578]

The improvement of Optimus is crazy!

[@ollikkikk3741]

Elon is the ONLY one I trust with humanoid technology.

[@kitersrefuge7353]

Totally agree with this statement! Totally!

[@autotech226]

Big business thinks of people as sheep, it's easy to steer people in the direction you want, with just a few persuasive claims. Do anything, say anything to make a sale.

[@geminitsai-bp8fe]

Excellent presentation and good explanation 👍👍👍

[@Snowcat001]

The Tesla team is truly the most awesome team in the world! You guys rock!

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@paulclementyonkers4604]

Watching Optimus bolt together another Optimus, I thought to myself: "isn't that nice? He made a new friend." 😁

[@Steph1]

Badum tsss 🥁

[@extremecouponing91]

😂

[@volkhen0]

Terminator theme playing in background.

[@msdeeps]

Excellent presentation guys. ⚡️👌🏻👏🏻

[@grabhishek31]

🤡😝😂🤣🤡😝

[@msdeeps]

And this is just the beginning. Game changer and there is no future competition for Tesla.

[@shivam_nagar69]

@@msdeeps without competition you want tesla to become a monopoly in the market?

[@boobees6134]

Cool fact: If they can achieve the goal of 20 million cars made a year… that will be one car made every 1.5 seconds 😮 there making 1 car every 23 seconds at the moment

[@ChessMasterNate]

Most of these people were not used to making presentations this grand, cut them some slack. It is enough that they excel in their actual role.

[@elitestar]

You would think the bare min qualifications include exceptional communication skills. I mean this is a basic requirement for every job, even a McDonald’s manager.

[@spacey22]

@@elitestar In that case, Elon would not qualify 🤣

[@ChessMasterNate]

@@elitestar Wrong priorities. And they are probably used to talking to people already on the same page, not trying to catch people up in some grand overview.

[@terrestrialcreature7481]

@@elitestar Im sure they can communicate well amongst themselves. Ability to speak in public shouldnt matter much if at all.

[@-whackd]

@@elitestar Where are your KZbin videos of you getting out your message to the public?

[@onceappuonatime]

It is an honor to have the opportunity to invest in the elite engineers and employees that work at Tesla.

[@jojetski1]

As a long term Tesla investor this presentation was awesome. I heard everything I needed to hear to know my investment is safe and will grow tremendously.

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@vladghelu516]

Elon is making the world a better place!

[@sparkysho-ze7nm]

The world can an will be saved - Elon Musk 2018

[@TigerInTheWoods]

Excellent presentation indeed. No other auto maker can present the way Tesla Team did. Working cohesively and trusting each other reflects on how management respect everyone. The culture and well diverse work place is the essence in good governance. I'm glad I bought my 3 Tesla last year likewise a share holder since 2010. No one asked if MY from Austin used 4680 Battery. A Machine That Build A Machine is called TESLA.

[@TheCuttyBrown]

If its so excellent why is the stock down

[@dxelson]

which automaker CEO understands engineering and quimics at the same level as Elon

[@joez442]

@@TheCuttyBrown same reason why Apple stock goes down every time they release new product

[@terrestrialcreature7481]

@@TheCuttyBrown Like all stocks it goes up and down. Wheres the problem?

[@themonsterunderyourbed9408]

Diversity is poison. Keep that woke crap out of Tesla.

[@ezequielrivera09]

I'm amazed how they optimized with all the information they gathered in the factories, software, fsd, charging, battery pack and solar. This company is evolving and pushing the standard to a whole new level. Bringing world class products to multiple markets. People sometimes don't realize how much Tesla is disrupting so many industries that are complacent and needed competition. If they really deliver and are striving for a greater future. This will be one of the greatest companies of the world in 10 years.

[@whowhy9023]

It Will be 2 x Apple in 4 years.

[@itsallgood21]

It already is the greatest, one could argue

[@delh1415]

Excellent work to date, awesome presentation, very impressive, the future looks very exciting. Love my Model Y, best car/computer I have ever owned! Can’t wait to nerd out on all the information delivered today. Loading up on more shares. Thanks to the whole Tesla team ☺️👍🏼 you all rock!

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@paulsachse5267]

2 Y's and a 3 in the family and I could not agree more... and I am a bit of a gear-head!

[@TheOnlyName]

Thank you for all you do Elon and Tesla team!!

[@TheDNAGroup]

Hear, hear!

[@stevefoster6047]

This was an awesome look into Tesla and makes super clear that it's the most important company in the world right now!

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@chris-adams-tas]

Great presentation. It's not polished, it's not family-friendly, but it's honest. That's why I think it's great. There's lots of facts, lots of mentions of physics and an overall positive vibe.

[@RouskSour]

Thank you for all that you do Team Tesla, the future is bright.

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@LonelySandwich]

Some highly impressive stats!

[@videojeroki]

must be so nice to work for company that have clear goals and ambitions... engineering with bureaucracy is amazing to witness! Keep it up Tesla

[@DG-yp6bl]

I was really glad to see and hear from so much of the team. Great event. Like always, leaving me wanting more.

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@Pmsriniv]

Impressive call- just shows how far Tesla is and well thought Master plan - Part 3(already in motion), great work!

[@dyworking]

They just showed the world that they have a world class team capable of scaling their production of electric vehicles, batteries, megapacks, and their neuralink ai while always improving the product and lowering their costs at the same time from efficiencies and innovation to the likes of which NO OTHER automaker can match. The way they run their business is extremely hardcore, always pushing past the normal limits. Its a company that should not be underestimated! Shorts will get crushed once Dojo and HW4.0 speeds up FSD to level 4 and level 5 autonomy within 2 years! Demand will be infinite, and as he said affordability will be the limiting factor.

[@MrTEAMKILLER99]

Updated time stamps: (They cut out the preshow, making the time stamps they posted off by ~18min) 0. Master Plan 3 (13:30) 1. Vehicle Design (40:20) 2. Powertrain (52:44) 3. Electronic Architecture (1:01:18) 4. Software (1:09:52) 5. Full Self Driving (1:20:31) 6. Charging (1:35:33) 7. Supply Chain (2:44:02) 8. Manufacturing (2:05:06) 9. Energy (2:18:26) 10. Impact (2:31:16) 11. Financials (2:37:53) 12. Q&A (3:03:28)

[@luciususiholo6956]

Thanks

[@thomasbrighton6159]

Excellent opportunity to see the depth of Tesla’s management team. I’ll bet they are the best team on the planet!

[@X36hypnotizeX36hypnotize-nb6of]

I'm still going to go with the old quote "this is a Tesla world and everyone else is paying rent"

[@zerotoone878]

You mean Tesla, the human?

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@kristenjoymoss7897]

Outstanding!

[@cvdx]

Finally a legitimate Tesla Live Stream, I've seen crypto scams everywhere!

[@protectanimals9792]

That was excellent 👏👏👏👏

[@ElectricCarVehicleAdviceAustra]

Nice work today guys! Shows just how far Tesla is ahead of the pack in all the areas that count. Legacy car makers are falling further behind. Keep up the great work and continue to push those boundaries 👍

[@VA-gu1jq]

Weren’t they rated the least reliable car manufacturer? 😂 Were you guys paid to write these?

[@peteregan3862]

150+ slides of information and presentations from 17 senior executives - an outstanding investor day. This long term investor very happy. Of course, the short-termers sold on the news after the price rose on the rumours.

[@MrGiggity890]

Yep 👍

[@liber4tango]

Subtitles displayed synchronously would make it easier for foreign language viewers to follow the detailed and sophisticated presentation of the Investorday

[@marcocanepa7021]

This is awesome…Proud to be an investor!

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@danbert7634]

My comment: such a team of geniuses ! Incredible ❤

[@leoiso1414]

Proud of the Tesla team this is amazing as a shares holder but most of all amazing for humanity ❤

[@Alien42x]

3:57:28 - it’s okay to scrap equipment/money not okay to scrap time. So the way we’ve been approaching it is probabilistically what do we think is most likely to succeed.

[@jacquelinesurber2126]

Awesome Investors Day!

[@DouglasJMark]

Best quote from Elon: "It's not wishful thinking Earth can and will move to a sustainable energy economy and do so in your lifetime." This seems incredible...at least until a few years ago. Now, it seems inevitable. Awesome!! Lotsa of love to you all from Toronto ♥♥♥

[@benjaminlangner]

As someone who spends a lot of time learning about this company and following these events, I thought this presentation was solid and dropped a ton of cool and interesting updates. As someone who watches the markets and understands how most retail traders probably approached this event, I think the nature of the event and the goals of the presentation here could have been communicated much, much better.

[@hariprasad_iyer]

As someone who takes atleast 2 shits everyday, thank you for your insights .

[@rogerbritus9378]

​@@hariprasad_iyer As someone who needs to eat more fiber I thank you for your insight.

[@derrickstableford8152]

Do we want good engineering or good PR. I’d rather have the engineering. Because it’s the basis of what they do.

[@Mr25thfret]

I hope everyone misunderstands what was said, until I finish buying the dip.

[@benjaminlangner]

@@derrickstableford8152 It depends what the event is billed as- if they called it Engineering Day, then this was great. Right in line with AI Day and Battery Day. Very technical, and mostly for the Tesla nerds. But if they call it Investor Day I do think focusing on PR would have been more appropriate

[@onceappuonatime]

Just like Battery Day, AI Day 1 & 2, the majority wouldn’t be able to comprehend the impact of this presentation. Only a fool would doubt Tesla’s engineering supremacy after watching this.

[@LionheartLivin]

"Very proud that over the last couple of years, despite the ups and downs in the macro env. and interruptions to supply chain we have never once pulled back on our investment in growth" -Zach. WOW JUST WOW!!!;)

[@jufejujo]

whether some people like it or not, Tesla is a company run by pragmatic-practical-smart people who seems to be in tune with how technology can be applied for the betterment of humanity in the long run...

[@Tangvu]

"Manufacturing with Tom Zhu" actually starts at 2:05:00, not 2:23:00. Just a correction. EDIT: Actually I think all of the timestamps are wrong, and are off by 18 minutes. So if you want the correct timestamps, just minus 18 minutes from the ones listed.

[@jburt56]

It's a master class in systems engineering! We see the emergence of a new production system in which simulation, virtual reality and AI can inform the development of manufacturing processes leading to radical productivity increases.

[@joseangelhr]

Tesla gave us all the juicy details! If you're not smart enough to see them and put the puzzle pieces together, you are not an investor. If after seeing this video you don't go all-in on $TSLA, you will be wasting the greatest investment opportunity in history. Tesla is a fail-safe investment! (Not an investment advice)... wink. Don't listen to me. DO YOUR OWN RESEARCH. You will see you'd be stupid not to go all-in on $TSLA.

[@El_Choppers]

Absolutely 100% why one day when I can get back on my feet after a severe TBI, I will own a Tesla and have a Tesla solar run house. Stay strong Elon. ✊

[@booobtooober]

I was fascinated and mesmerized for the entire four hours. OK, I've nearly been at the Jeep assembly plant nearly 39 years, and what I see Tesla doing with wiring harnesses let alone the entirety of Tesla. OMG! 😲 I can assure you (anyone who hasn't seen or worked in assembly) that wiring harnesses are one of the most labor intensive, complex, costly, and problematic components/processes we and every other oem has to deal with in auto assembly. And, as was pointed out, wiring harnesses are one of, no actually, they are hands down the worst reoccurring, difficult to diagnose, expensive, and time-consuming things to repair. I mean, everything Tesla is doing across the board is amazing, and the level of innovation is simply astonishing. Tesla is not only focused on innovating the product, but their laborious and tireless innovation and improvements to "The Machine that builds The Machine" quite literally puts them in a league of their own. There is simply no comparison. So, another example of Tesla vs oem Tesla is removing dead space (zigzag lines, accumulators, buffers), whereas we added an additional 100 car buffer between the bodyshop and paint shop instead of solving the problem of incessant breakdowns in the bodyshop. In a nutshell, if we (the oem's) don't change, and I mean on a scale thats never been done, then we are toast. Imho, we're already in the toaster and starting to burn 🔥

[@gabormark2294]

Mind blowing. Parallel assembly at its maximum

[@mi2ke]

The show starts at 29:15

[@BadManJ0se]

Tesla people, the video doesn't line up with the timestamps/chapters anymore! Fixing that would be really nice!

[@LionheartLivin]

Start: 29:08 !!!;)

[@kevinzhu2401]

Very excited!

[@socorrolopez2090]

Thank you Elon and he’s tim great job♥️♥️♥️♥️👍

[@joey4568]

Much more than I expected, great inspiration!

[@ashh3051]

Zach is awesome. He's always been impressive on the earnings calls, but he looked even more at home doing this presentation. Really smart guy and great asset for Tesla.

[@radicalradzik]

Thank you, Team Tesla. Truly an aligned synchronous effort in service of the mission. More exciting times are ahead for humanity.

[@marsspacex6065]

The innovation is so beyond any historical companies. They are so far ahead in thinking and vertical integration.

[@viraginjankar4968]

I love the fact that every engineering branch in Tesla focused on increasing efficiency to the customer experience which is core part of any business.

[@thepee-onpress]

the tesla ev is a masterpiece. it is ic🥰nic

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@thepee-onpress]

@@MayeMusk-lf3vu BBC Bruh-Clown: pity tha fool kzbin.info/www/bejne/eGanpHZ7jNungas

[@lucytsaitsai3035]

Excellent presentation and good explanations on 2023 Investor Day 👏👏👏

[@saifrossiislam72]

Currently the most impactful & technologically advanced company on Earth. Period.

[@blessos]

As an investor with the vast majority of my money in Tesla stock I really appreciate this in depth look into the companies operations. Fantastic!

[@AngelGonzalez-qp8tw]

VIVA MEXICO, VIVA TESLA, thanks Elon

[@michellealejadrocalderon1983]

En qué minuto y hora habla de planta en Monterrey

[@josecano326]

@@michellealejadrocalderon1983 3:21:30

[@TigerInTheWoods]

So it sounds like your going back to Mexico to work in Tesla...lol

[@jefferrrson1x]

I watch so much Tesla content and I don’t even own any Tesla cars 😢… Hope one day. My dream 😭

[@2ndfloorsongs]

I don't have a Tesla car either. Every time I think of buying one, I decide to hold on to my ICE car and spend the money on stock instead. At this rate I'll never get a Tesla, I'll just get rich. 😁

[@andersn8547]

I could listen to Tom Zhu talk about factories and manufacturing all day!

[@jamesdubben3687]

Happy Water day! Look forward to Tesla's innovations in water use in the next Impact Report. Perhaps a cool video on this channel as well. Thanks!

[@MOINMOIN586]

everybody wants a tesla but dont have 50k for a car

[@WILL_E_1]

This is sooo damn good. Thank you Tesla.

[@MayeMusk-lf3vu]

My son is currently running a private programme for new, older or none financial investors on his private trading platform which has been very successful🥰

[@canadianthought]

Thank you everyone at Tesla. Thank you.

[@rohitkhaire]

This felt like an All-Hands meeting

[@tombalabomba03]

So inspiring!

[@mbabcock111]

This was absolutely amazing.Very professional presentations by all team members. That Optimus robot is incredible. Looking forward to its release.

[@sparkysho-ze7nm]

Optimus sub prime is th only thing bigger than Tesla energy

[@777Eagleed]

Thank you Elon for your vision and your endless drive to get it done! Never take it can't be done as a answer. To the team and team members of Tesla, keep up the great work and defend your leader with vim and viger. He is truly special.

[@michaelkogan9181]

Use death valley as pumped hydro facility by flooding it with desalinated water from pacific. Solve two problems with one stone. California will never need for fresh water again. The solar energy produced can be stored and used in the most environmentally friendly way possible 👍

[@barnabyhitzig486]

Ready for an EV, just got solar panels - great job Team Tesla.

[@michaelfabish-wood4444]

Loved it ❤

[@gailalfar9752]

THANK YOU TESLA AND ELON MUSK!

[@brianwilliams8455]

Please correct me if I'm wrong. I think we should only be solar, and stay away from wind power, as I think wind can be quite dangerous. If you have a storm coming that would possibly make it to the center of a land mass, would a bunch of windmills at the edge of the land mass bring that storm down to a halt? We will be essentially draining the power of storms and the amount of distance they will travel and hydrate the land. On the other hand, maybe we can control hurricanes better with wind mills placed in the ocean that can be submerged underwater when there isn't any major storm.

[@Pico_444]

Wildest thing to me is that the cars and Optimus use the exact same AI system

[@Xplay302]

1:48:34 Tesla Bot. Your welcome

[@cabesita99]

thank u so much