Tesla Investor Day in 28 Min (Supercut) (2023)

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Tesla Daily

Tesla Daily

Күн бұрын

Highlights from Tesla's first Investor Day, and unveiling Elon Musk's Master Plan Part 3.
00:00 Master Plan Part 3
14:24 Vehicle Design
17:12 Powertrain
18:36 Electronic Architecture
18:53 Full Self Driving
19:32 Tesla Bot
20:46 Charging
21:29 Supply Chain
21:57 Manufacturing
24:31 Energy
25:34 Financials
Shareloft: www.shareloft.com
Twitter: / teslapodcast
Patreon: / tesladailypodcast
Tesla Referral: ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives

Пікірлер: 806
@HughButler35
@HughButler35 Жыл бұрын
Great work to get this down to 28 minutes. Captured most of the key points.
@ychen4975
@ychen4975 Жыл бұрын
Ditto
@rcpmac
@rcpmac Жыл бұрын
Investors responded appropriately with a 5% stock drop.
@edmorley8108
@edmorley8108 Жыл бұрын
​@@rcpmac classic
@gringoviejo1935
@gringoviejo1935 Жыл бұрын
@@rcpmac buying opportunity.
@Triffey
@Triffey Жыл бұрын
@@rcpmacexactly what I was thinking
@primusro
@primusro Жыл бұрын
Ford investor statement: So, we are trying not to go bankrupt this year and we might actually make it. Tesla investor statement: So, this is how we improved on everything and we continue to do so at a rapid pace.
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
And we have enough money to easily afford several more gigafactories at this very moment
@cwell2112
@cwell2112 Жыл бұрын
That's the difference between honesty and deceit.
@nilsfrederking62
@nilsfrederking62 Жыл бұрын
You cannot even talk about competition anymore....... there is Tesla and then there is the rest competing against each other and fighting for survival....
@markthomas7279
@markthomas7279 Жыл бұрын
And yet they conspired to make it dull dull dull!! The definition of snatching defeat from the jaws of victory.
@heythave
@heythave Жыл бұрын
This is why who heads a company, family, or nation is so important.
@devonbikefilms
@devonbikefilms Жыл бұрын
Anyone who thought Tesla was just a car company, this should be a massive wake-up call for what’s coming. There will be companies out there that are sprinting to catch Tesla that are just seeing them disappear over the horizon. I don’t care that the next gen vehicle was not shown or even announced, because Tesla are building the sound base from which they will only accelerate. They are building in extraordinary efficiencies throughout their business. As an engineer at the late stage of my career, I can’t tell you how much I wish I could be a young engineer again for a second go around in this industry. Truly inspiring if you understand it. The short term coke heads on Wall Street won’t, but they to will be swept aside in time by AI.
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
And there's only a few companies sprinting, most are just sitting on their ass looking the other way.
@joythought
@joythought Жыл бұрын
Brian, you are right but people don't get this sort over wholistic vision.
@brucesobey3406
@brucesobey3406 Жыл бұрын
Ditto.
@gregp.7148
@gregp.7148 Жыл бұрын
Saw the whole 4 hours live yesterday (while multi-tasking at my desk). Was well worth it! Amazing insights into Tesla's RELENTLESS drive for efficiency in all aspects of its operations!
@stephenwhite1372
@stephenwhite1372 Жыл бұрын
The sad thing is that we are used to short term planning and reward… instant gratification. Tesla is looking 50 to 100 years into the future and planning long term. Reminds me of Japan after the WWII to rebuild their country. This was a great presentation. Thanks for the highlights Rob!
@justinmallaiz4549
@justinmallaiz4549 Жыл бұрын
Tesla events filter people with short attention spans 🙂
@nilsfrederking62
@nilsfrederking62 Жыл бұрын
But I bet with you, investors investing now will see latest in ten years from now their TSLA multiplied - my guess tenfold or more.....
@Tegneaufreak
@Tegneaufreak Жыл бұрын
I think the problem is nothing new was said. If you follow the company, you already knew all this. So in that light it is quite underwhelming. On the other hand, if you follow the company, you also already knew that no new car was coming as they are already having problems scaling for cybertruck and semi. What's the point of adding another car? Only to have it delayed as usual.. So maybe it's good they kept it vague.
@grahammonk8013
@grahammonk8013 Жыл бұрын
@@Tegneaufreak " If you follow the company, you already knew all this." Well, no, I didn't know *all* of it, and I think I follow it closer than most. I definitely didn't know about the new idea of how to build the cars twice as fast in about half the floor space. I had figured out one way they could do that, and a lot of it was close to their description. A lot of the other stuff was more or less known, but the detail presented was important.
@jindatidicaprio6615
@jindatidicaprio6615 Жыл бұрын
I also don't understand why most people don't seem to understand sustainability. I'm blown away by all the details that were revealed. No one can stop Tesla making a sustainable world now
@OhYeeezz
@OhYeeezz Жыл бұрын
@@anthonyarcher7268 How come any car company has not done it yet then?
@mikescheme
@mikescheme Жыл бұрын
Corruption, politics, and a history of not making sensible decisions.
@AkaiKA4K
@AkaiKA4K Жыл бұрын
@@anthonyarcher7268 Any car company can do this is pretty similar to anyone can become the world richest person. It is technically correct yet so wrong. You too can become a multi-billionair, too. You know?
@paulomoniz7326
@paulomoniz7326 Жыл бұрын
A Toyota corolla is 20k cheaper then a model 3.
@MRBenchwork
@MRBenchwork Жыл бұрын
@@paulomoniz7326 true but that's probably the problem they are looking to address with the Mexico factory / new unnamed / unannounced vehicle, or at least that's what they spent a lot of time alluding to.
@zzz_ttt_0091
@zzz_ttt_0091 Жыл бұрын
Brain exploded. What a magnificent group of engineers
@regular2435
@regular2435 Жыл бұрын
Yes, and the low skilled labor does all the physical work in the factory
@santadam
@santadam Жыл бұрын
Vintage Elon. Thanks for putting this cut together.
@mikus1983
@mikus1983 Жыл бұрын
While some youtubers say this was some boring presentation and Teslaq presentation, I only see growth rates going exponential, especially on Tesla energy business. And next gen platform I think will impact more the S3XY lines than a new car. Good job Rob summarizing 👏
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
They wanted entertainment, but they got reality. Haha, Tesla is so nerdy... And mercilessly efficient.
@brunoheggli2888
@brunoheggli2888 Жыл бұрын
Growh is slowing!
@ken-mb5cp
@ken-mb5cp Жыл бұрын
@@2ndfloorsongs Was designed for intelligent people not Wall st monkey brains.
@olpkol
@olpkol Жыл бұрын
Yes! Everything sounds great! In my Ukraine, solar and wind power plants worth several billion dollars were built over the past 10 years! They were located mainly in the "sunny" and "windy" regions of the country - in the Crimea and the south of the country. Now all this has been captured by Moscow and now it "produces green energy"! OK, right? They gave away several billion dollars, several GW of electricity, and generation...
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
@@olpkol Okay, important lesson learned, don't build solar energy projects that are vulnerable to Russian invasion. Though with a lifetime of 30 years or more, if you take the land back then maybe the ROI isn't that bad.
@2008israelramos
@2008israelramos Жыл бұрын
I was impressed; obviously, everyone wants specs for the next gen and cybertruck, but there was plenty of good details that showed why Tesla is miles ahead of the competition.
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
Yes, was disappointed about lack of product details, but the details about their process and getting to see some of the other leaders in the company more than made up for it. After getting to see these other people on the team, I begin to wonder if Elon being distracted by Twitter was actually helping Tesla... uh, I guess I was really impressed. Damn, I feel like a cult member... No, I don't just feel like a cult member, I am a cult member. Elon offered me Kool-Aid, and I gladly drank it. Probably not a healthy mental state, but it sure is fun.
@Ample17
@Ample17 Жыл бұрын
Stock disagrees 😂
@sudeeptaghosh
@sudeeptaghosh Жыл бұрын
These are those boring structural beam like details on which a beautiful architectural marvels stands
@ken-mb5cp
@ken-mb5cp Жыл бұрын
@@Ample17 Wasn’t designed to appeal to Wall St. Pure engineering not fluff entertainment for the masses.
@Ample17
@Ample17 Жыл бұрын
@@ken-mb5cp well then they should rethink the name. If Investors day isnt supposed to appeal to investors.
@paulrybarczyk5013
@paulrybarczyk5013 Жыл бұрын
Great summary! I'm glad Elon is starting to look healthy again. His prior weight gain was concerning, and I would like him to live as long as possible. Fitness is important.
@ksrithan
@ksrithan Жыл бұрын
Yes, he is in a better shape now. Good for the whole world.
@jaydonbrown617
@jaydonbrown617 Жыл бұрын
Tesla treadmill incoming...
@heythave
@heythave Жыл бұрын
It’s mostly nutrition on Elon’s part. He should have a full time chef who can cook tasty, nutritious meals for him. Also, getting enough sleep would help.
@jaydonbrown617
@jaydonbrown617 Жыл бұрын
@@heythave Too busy up at night having nightmares about the Starship launches
@regular2435
@regular2435 Жыл бұрын
He himself said fasting is the best method for losing weight
@johnmacri7440
@johnmacri7440 Жыл бұрын
Thanks Rob. I think everyone wanted a car demo I like the technical differences they mentioned to assemble a car and cut cost. This is going to get exciting.
@dr-k1667
@dr-k1667 Жыл бұрын
You said it John!
@Tom_McMurtry
@Tom_McMurtry Жыл бұрын
Reducing cost by 50% is huge
@leeorrphotography
@leeorrphotography Жыл бұрын
Awesome. Thanks Rob. This will be disappointing for some but it's not a flashy product reveal event. Those get their own events. For me it reaffirms Tesla maximizing their advantage. Speed, scale, and cost efficiency working in concert. I'm stoked. I also can't wait for a Tesla heat pump.
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
People that were appalled by the nerdiness of all this and want a more polish product, should go watch Toyota, or GM, or Volkswagen... While they still can. 😁
@PeterIsza
@PeterIsza Жыл бұрын
It is disappointing to me because they still haven't reached their Battery Day goals almost 3 years after battery day. I hope they can execute better on these new plans.
@Ample17
@Ample17 Жыл бұрын
​@@PeterIsza Same for autonomy. Elon says the are super close to solving it in the next months since 2014 😂 He has been saying it every year. 2022 as well "I'd be shocked if we didn't solve autonomy by the end of the year" And now ? Nothing. He's standing there and claiming how far they are ahead. Everyone can claim that. Same for Tesla bot. Okay it's kinda impressive it can walk now, but hell BD does that for what? 15 years now. Not super impressed. However they got down cost reduction and efficiency, that's for sure.
@PeterIsza
@PeterIsza Жыл бұрын
@@Ample17 I have a different feeling towards autonomy. My biggest concern is that haven't been using AI for control until now. Only for perception. WTF! This means that disengagements don't train shit. 4680... I don't know. BYD has already hit Tesla's 100 GWh/yr goal with their structural LFP pack. And they are working on sodium ion already. Sodium ion IS the perfect battery for Megapacks, NOT lithium ion. This makes it hard for me to decide which company will become the energy superpower: Tesla, BYD or CATL. Even though I am a straight male, I might diversify this time.
@Ample17
@Ample17 Жыл бұрын
@@PeterIsza That last line 💀 Valid concerns. 4680 IS another topic I'm indeed a little disappointed by. Basically they didn't manage to deliver on the promise of more range and higher energy density yet. In fact it has less density and less range then already existing conventional batteries. Tesla fans tend to overlook these things a little too easily for my taste.
@SLPC_
@SLPC_ Жыл бұрын
The fact that Tesla really planned and executed towards a goal of selling 20 million cars at such an early stage is beyond insanity. And to witness that plan "quickly" comes to fruition. I'm actually investing everything but my emergency fund into this stock. No public company on earth can execute like Tesla. None.
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
I shouldn't have been surprised, I thought I knew all this stuff already; but, my oh my, the ambitions of this company... and the ability to pull it off.
@killap3nguin
@killap3nguin Жыл бұрын
Rates rising and overall savings collapsing. What could go wrong
@jondotcom8706
@jondotcom8706 Жыл бұрын
@@killap3nguin daniel, they’re they’ve obsoleting every other competitor and succeeding regardless of macro mayhem. It’s other automakers’ worst nightmare
@finned958
@finned958 Жыл бұрын
20 million is only 20% of car sales. They need to maintain 40 to 50% market share.
@thoos192
@thoos192 Жыл бұрын
@@jondotcom8706 Obsoleting every other competitor 🤣
@Tom_McMurtry
@Tom_McMurtry Жыл бұрын
Honestly can't see what people are complaining about. This is techincial on execution and it's great.
@ronaldlenz5745
@ronaldlenz5745 Жыл бұрын
"Linear cost reduction leads to exponential growth in demand." That's huge!
@gudalawrence3746
@gudalawrence3746 Жыл бұрын
Some ppl were just looking to make a quick buck out this event 😂. They had nothing else to take away, such ppl always end up disappointed. Sustainable efficient energy is the future. ✌🏾
@Mabeylater293
@Mabeylater293 Жыл бұрын
Make a quick buck how?
@JanBruunAndersen
@JanBruunAndersen Жыл бұрын
​@@Mabeylater293- by buying shares before the event, planning to sell shortly after after an expected bump in share price due to exciting product announcements. It did not happen and the share price is down 7-8 %.
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
Haha, people thinking they can predict what Tesla/Elon is going to do. Here's a CEO that, in the past, openly commented that his stock was overpriced, a company that doesn't do advertising, and has no PR team. 😁😁😁
@gudalawrence3746
@gudalawrence3746 Жыл бұрын
@@JanBruunAndersen spot on 👍🏾. Am sure a lot of ppl are disappointed right now. 🤣🤣
@Berretotube
@Berretotube Жыл бұрын
Thanks Rob for distilling a long, dense but info rich presentation into a 30 minute cut. Phenomenal content. 🙏
@autotech226
@autotech226 Жыл бұрын
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.
@RodrigoNask
@RodrigoNask Жыл бұрын
Sheep think of people who offer to trade your time for money as big businesses.
@HashemRodef
@HashemRodef Жыл бұрын
If u fail to think critical and fail to learn and make yourself aware that will happen,
@appl314
@appl314 Жыл бұрын
I'm so appreciative of their hard work and commitment
@karlasnyder645
@karlasnyder645 Жыл бұрын
As always.
@tomcmy
@tomcmy Жыл бұрын
People assume or speculate themselves that Tesla will do certain thing on this or that day and get disappointed. They become victim of their own hype and blame tesla for the disappointment 🤪
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
Tesla's like that guy at the company meeting who actually says honest stuff when he should be going along with the company politics. 😁
@nobrien1
@nobrien1 Жыл бұрын
Kudos, Rob!! This captures the essence in a digestible size that I can share with friends that wouldn't sit through the whole three hours.
@routine8
@routine8 Жыл бұрын
Great supercut!
@AdamDadeby
@AdamDadeby Жыл бұрын
Thanks for putting this summary together Rob and team. Really helpful.
@saravanan90saravanan-gp3wy
@saravanan90saravanan-gp3wy Жыл бұрын
Piuy
@saravanan90saravanan-gp3wy
@saravanan90saravanan-gp3wy Жыл бұрын
Nt
@deantruitt8628
@deantruitt8628 Жыл бұрын
Thanks very much, Rob!
@rkalla
@rkalla Жыл бұрын
Great edit - I was about half way through the full stream and petered out - this is fantastic to hit the highlights
@JeanPierreWhite
@JeanPierreWhite Жыл бұрын
Thanks for the supercut. I often prefer the cliff notes.
@Frank_W.
@Frank_W. Жыл бұрын
Thanks for your work on summarizing the event. I watched the entire thing and this was a great recap. They got into the weeds for a lot of the people who were expecting some circus event but if you stop and wrap your head around what was said then you realize how profound it really is. Getting to a sustainable future should be on everyone’s mind not just for the planet but for the greater efficiency and the air we breathe….all while not sacrificing performance.
@Supraboyes
@Supraboyes Жыл бұрын
how is tesla helping the planet lmao
@dr-k1667
@dr-k1667 Жыл бұрын
Thanks for being part of Farzad's event Rob! I hope you will have an opportunity to talk more with him on his channel since you are a great numbers guy and discuss the financial impact of what we saw last night. Safe travels on your way back home from Austin!
@db-mp2of
@db-mp2of Жыл бұрын
Thanks Rob, enjoyed your thoughts in Munro panel disco
@nattydred2593
@nattydred2593 Жыл бұрын
Thanks, Rob. If Tesla had just presented this supercut rather than the epic version, the stock would be up today. 😂
@000dci000
@000dci000 Жыл бұрын
Musk speaking about AI, "Probably the least understood or appreciated part of what we are doing at Tesla that will probably be worth significantly more than the car side of things long term."
@heythave
@heythave Жыл бұрын
Love it how Tom Zhu introduced himself, stating how long he’s been with the company and all.
@carsonc1272
@carsonc1272 Жыл бұрын
This is good work Rob. I watched the entire thing live but it's nice to have the more important parts brought into focus.
@fanaticvandal472
@fanaticvandal472 Жыл бұрын
and some say "Tesla is a car company" or that "Elon's focus is on Twitter" lol
@anselmusdersalamander3626
@anselmusdersalamander3626 Жыл бұрын
Did he look focused on Tesla to you here?
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
What I came away with, is that Elon's built such a strong team that they really don't need that much time from him anymore. Hell, I bet you Elon's distraction with Twitter actually helped Tesla; It was Elon was distracting them!
@lylestavast7652
@lylestavast7652 Жыл бұрын
@@anselmusdersalamander3626 The guy looked absolutely worn out. He's smart to let his able staff do more and more, and get some rest and delve into his side interests. They look quite capable and mature in approach and knowledge of their various subject matter ...
@johnalley8397
@johnalley8397 Жыл бұрын
Well done, Rob. Outstanding as always.
@hazmatt81
@hazmatt81 Жыл бұрын
Can't wait to see what nuggets of this presentation you dive into. This was just mind blowing and overwhelming to think about. It's hard to grasp what can be achieved when something has never been achieved before, yet they make it seem as if it's not that difficult with just some critical thinking and effort (by everyone). Unfortunately, not everyone on earth will have their same vision and that's where the time frame will take longer if they have to do it themselves... Hope you were able to enjoy the event to the fullest! As always, appreciate the work you do for the community Rob!
@Leafbinder
@Leafbinder Жыл бұрын
Go Crew 6 go SpaceX, go Tesla !!!
@brunoheggli2888
@brunoheggli2888 Жыл бұрын
Go down!
@OttMattSens
@OttMattSens Жыл бұрын
@@brunoheggli2888 troll
@westleywest7259
@westleywest7259 Жыл бұрын
Thanks for this edit Rob! Just the facts… I love it!
@Michael-wy3lr
@Michael-wy3lr Жыл бұрын
Tesla lays out plans on how they are going to revolutionize and dominate the auto market, and destroy legacy auto. Meanwhile the media and analysts are crying because they didn't get specifics on a new vehicle, or see anything flashy. Thanks for pulling this together Rob.
@eaaeeeea
@eaaeeeea Жыл бұрын
I'm just glad the mass media spreads FUD on Tesla. Gives me more time to save up and invest all spare dollars into it while it's not going up immediately after an awesome presentation.
@DougJessee
@DougJessee Жыл бұрын
Thanks for doing this!!
@penttiranta9730
@penttiranta9730 Жыл бұрын
This blew my mind. It is already clear that Tesla will become the most valuable company in the world, but the margin and speed at which it will do it, will surprise many.
@brunoheggli2888
@brunoheggli2888 Жыл бұрын
Nah its all bullshit!
@penttiranta9730
@penttiranta9730 Жыл бұрын
@@brunoheggli2888Time will tell
@brunoheggli2888
@brunoheggli2888 Жыл бұрын
@@penttiranta9730 No,time wont tell!You dont need any time to see its all bullshit!Tesla at 48.50 end of the year!
@penttiranta9730
@penttiranta9730 Жыл бұрын
Whatever angry boy
@olpkol
@olpkol Жыл бұрын
Yes! Everything sounds great! In my Ukraine, solar and wind power plants worth several billion dollars were built over the past 10 years! They were located mainly in the "sunny" and "windy" regions of the country - in the Crimea and the south of the country. Now all this has been captured by Moscow and now it "produces green energy"! OK, right? They gave away several billion dollars, several GW of electricity, and generation...
@mr_cold-187
@mr_cold-187 Жыл бұрын
Wow! So much better than watching live. As usual some of this mind blowing stuff will not be realized by main stream for days or weeks.
@chineyyute
@chineyyute Жыл бұрын
Was great seeing you in person, keep up the good work....
@BjorckBengt
@BjorckBengt Жыл бұрын
It is definitely worth to look at the whole presentation. The achieved and coming efficiency gains are just crazy in a time when legacy auto struggle to improve 1% Tesla improves 10-30% annually and from a leading position. I have no doubt they will get to 20M and beyond.
@lindasante7622
@lindasante7622 Жыл бұрын
Can’t believe I missed the first five minutes at very beginning which was critical to an understanding at a whole other level,, and watched it until the end. Thank for the doing this short version Rob…and feeling HOPEFUl because the right people are steering our future in a survivable way. Otherwise, I believe we’re on a collision course like other civilizations from the past that ceased to exist.❤
@gringoviejo1935
@gringoviejo1935 Жыл бұрын
when Lars & Franz made their presentation, am i the only one who thought of that old SNL "Hans & Franz" skit?
@gringoviejo1935
@gringoviejo1935 Жыл бұрын
must admit, back when SpaceX's Demo-2 launched, i thought of Bob & Doug McKenzie of "Great White North" immortalized in the Rush song.
@scottaxness3971
@scottaxness3971 Жыл бұрын
Thanks Rob!
@backwoodsbungalow9674
@backwoodsbungalow9674 Жыл бұрын
At 15:17 impressive improvement in production line efficiency. 👍
@Solarsystem50
@Solarsystem50 Жыл бұрын
The Steering wheel detaches by itself. Who needs a steering wheel? You guide it with the "Force"... Such a visionary.
@bahkoeyewear6662
@bahkoeyewear6662 Жыл бұрын
Thank you for this super cut! It must be quite difficult to put this together
@markthomas7279
@markthomas7279 Жыл бұрын
Yes this is an excellent cut.
@qwazy0158
@qwazy0158 Жыл бұрын
Ty Rob!!
@philforrence
@philforrence Жыл бұрын
Thanks Rob! I thought the most important part was the discussion of how they're designing the next vehicle with automation, manufacturing, and engineering (?) in mind. Clearly a step above the competition
@MrEd2291
@MrEd2291 Жыл бұрын
really great summary of many concepts and goals! Thanks!
@alexandersaksvoll5373
@alexandersaksvoll5373 Жыл бұрын
Thanks for the supercut. Great work as always. I did not watch the whole Q and A session. Did I miss anything essential?
@cratecruncher6687
@cratecruncher6687 Жыл бұрын
Excellent cut. Thanks!
@r.o7897
@r.o7897 Жыл бұрын
I love it!
@johnmorris5212
@johnmorris5212 Жыл бұрын
good job 👍
@SuperTash9
@SuperTash9 Жыл бұрын
Brilliant, once again.
@JeffReineke
@JeffReineke Жыл бұрын
Great to see you at Investor day and Tsla Bull stampede event. Love the summary.
@lucytsaitsai3035
@lucytsaitsai3035 Жыл бұрын
That is very major to provide this super cut quintessence version for everyone here. Nice👍
@thisoldjapanesehouse
@thisoldjapanesehouse Жыл бұрын
Thank you!
@alexharing8800
@alexharing8800 Жыл бұрын
Wow this is a great summary, tyvm rob. Well done
@evgenyzak2035
@evgenyzak2035 Жыл бұрын
The best investor part are those crazy cost reductions, huge market ahead and a little of future product teasing.
@curioustorontonian
@curioustorontonian Жыл бұрын
This was really helpful Rob.
@lukecanride
@lukecanride Жыл бұрын
The unveiling of the method of manufacturing that they are going to implement was pretty game changing. Most interesting part in my opinion
@jocehockings4192
@jocehockings4192 Жыл бұрын
Thnaks Rob!
@Durior
@Durior Жыл бұрын
The numerous and mind-blowing takeaways of this presentation are going to fly over so many peoples heads, both consumers and investors wanting to be spoon feed. "But they didn't unveil any new cars...😿"
@eaaeeeea
@eaaeeeea Жыл бұрын
I was completely blown away by this presentation. Then I looked at the after hours trading on the stock and wen't "oh, people didn't get it this time either". More stocks for me!
@dennisolsen8945
@dennisolsen8945 Жыл бұрын
Go Rob!!
@kitikwai
@kitikwai Жыл бұрын
Investor Day may be an event for Elon to choose his successor.
@pongster888
@pongster888 Жыл бұрын
Thanks Rob, super helpful
@steevesdd
@steevesdd Жыл бұрын
Stunning. Big picture that no one has ever talked about. The logic is compelling. There will be details that will cause problems but grand scale , this is a stunning road map. Given Teslas growth and position. Tesla could capture a significant part of the solution.
@rogerstarkey5390
@rogerstarkey5390 Жыл бұрын
Well done Rob
@bluetoad2668
@bluetoad2668 Жыл бұрын
Very relieved that I've been proved right when I said that it would make no sense for Tesla to announce a new model. A 25k small car would have to be made at a scale which Tesla just can't do at the moment. They would end up having to raise the price to about the same as a model 3 to control demand. What they have shown here is that they understand how to get to the sort of volume production which is going to be necessary for the next gen vehicle. In fact I think the Cybertruck will be built like this and I think Cybertruck volumes will surprise us.
@mrnobody8442
@mrnobody8442 Жыл бұрын
The new platform will most likely be manufactured in 2024 and probably be announced Q3 or Q4 of this year.
@2ndfloorsongs
@2ndfloorsongs Жыл бұрын
​@@mrnobody8442 I think It's more likely to be 2025. Factories come first.
@BjorckBengt
@BjorckBengt Жыл бұрын
Yep, Gen 3 will require a new factory design so not until a new factory is built will it make sense to present a new model.
@krisvandermeulen253
@krisvandermeulen253 Жыл бұрын
Those are all very competent and driven people... under Elons leadership, we'll be expecting great achievements by them!
@Steve-Richter
@Steve-Richter Жыл бұрын
But they are not focused on designing and building cars and trucks that buyers want.
@eaaeeeea
@eaaeeeea Жыл бұрын
@@Steve-Richter Sales and reservation numbers beg to differ. They sell every car they can make, and they must build new factories every year to sell even more. If you mean "some potential buyers" then that's of course correct. You can't please everyone. Tesla cars and trucks please a lot of people.
@ralphwagenet852
@ralphwagenet852 Жыл бұрын
Excellent work. This is something that can and should be distributed widely.
@dlmaxted6377
@dlmaxted6377 Жыл бұрын
I think investor day was a brilliant move to inform and inspire people to the benefits of a sustainable energy future and to reveal in detail how Tesla plans to help achieve it. I feel so fortunate to be able to participate in the process by owning a model 3 and investing in the company. Tesla is unique in its transparency as a company and its ability to execute and achieve its goals. I have never felt more comfortable with an investment. The world will be the better for it.
@jamiefordyce7861
@jamiefordyce7861 Жыл бұрын
Wow. Well done Tesla!
@YuChiGongG
@YuChiGongG Жыл бұрын
So then. This entire presentation was nothing more than an excellent talk presenting real-world examples of EPHEMERALIZATION. Thank you, Bucky!
@albo5254
@albo5254 Жыл бұрын
Rob, you are officially the GOAT
@fizzguts
@fizzguts Жыл бұрын
Wow Amazing
@RossSlots
@RossSlots Жыл бұрын
Sweet
@loopuleasa
@loopuleasa Жыл бұрын
"Supercut" has been my go-to keyword in searching for elon musk videos Thank you, Thank you, Thank you, Thank you.
@paulpayne2684
@paulpayne2684 Жыл бұрын
This is a great summary. Thank you.
@davidkendall2272
@davidkendall2272 Жыл бұрын
Wow, wow , wow, can't say enough about Tesla's Master Plan 3 and the execution of the plan to save the planet from the effects of climate emergency. No company is doing what Tesla is and I am proud to be a Tesla invester/owner and enthusiast.
@MrCaribKaraoke
@MrCaribKaraoke Жыл бұрын
At 6:25 is that a Van and the 25k car under those sheets?
@lecookie007
@lecookie007 2 ай бұрын
Just rewatching this, I think it might be a bus/public transportation type vehicle and if so it may be something implemented 10+yrs later or for larger cities/countries. To not take to much from there own lineup
@nedskyn
@nedskyn Жыл бұрын
what a time to be alive to experience this and hopefully see this happening.
@leononymous2562
@leononymous2562 Жыл бұрын
Thank you for the supercut!!!!! (I think this was Jasem?;)
@Clamdine
@Clamdine Жыл бұрын
24:37 I totally missed this the first time I saw this slide. “Upcoming Products in 2023”. To me those look like two new/updated storage products. Possibly a new/updated Powerwall and maybe a larger storage solution for either residential or small business.
@michaelbarrett7803
@michaelbarrett7803 Жыл бұрын
Well done & thanks Rob. It confirms Tesla maximizing their advantage and always looking in to the futhure.
@TheForeboding
@TheForeboding Жыл бұрын
Thank you for this.
@emjayel4509
@emjayel4509 Жыл бұрын
That "Thank you" by Elon after his summation brought him genuine joy. He delivered an excellent quote. This may be a historically significant quote for him.
@nikolasschefold8035
@nikolasschefold8035 Жыл бұрын
Very interesting! Looking forward for this more efficient and electrified future!
@lylestavast7652
@lylestavast7652 Жыл бұрын
I had hoped to hear some progress report on how the semi rollout is going and what the customer satisfaction/findings/observations are. Maybe toward the 1 year point ?
@BasementTracks
@BasementTracks Жыл бұрын
The first 14 minutes should be mandatory watching for all the naysayers, doomsday fanatics, skeptics and negative people. I am a Tesla investor and don't give a flying hoot about the stock right now. Mic drop moment around minute 14. Epic.
@coccamocca7495
@coccamocca7495 Жыл бұрын
Thanks Rob ❤
@ewaa4152
@ewaa4152 Жыл бұрын
Great info as usual, thanks Rob. I have a small concern "30TW of sustainable energy"- that is 30,000 GW. The 4 largest wind parks in the world produce about 10GW collectively and the largest nuc facility, Vogtle will have a capacity of about 4.5GW. 30k GW is a few orders of magnitude away. Certainly the right direction, no where near the scale needed as of yet. Elon & Tesla are making a great start showing it can be done, but what mountain to climb.
@mrjohn4711
@mrjohn4711 Жыл бұрын
Hey Rob - could you make a Master Plan 3 only cut and title to share with others !?
@chadfaulkner3600
@chadfaulkner3600 Жыл бұрын
I live in northern Maine. Heat pumps that are available today do not work below 20 degrees. So in my area that's 3 months out of the year.
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