10 Tesla Highlights from Shareholder Assembly – CleanTechnica – TechnoNews

Join day by day information updates from CleanTechnica on electronic mail. Or observe us on Google Information!

Final night time, I mentioned two extremes that might be the way forward for Tesla relying on how the corporate’s present “big bet” seems. It’s been no secret that Tesla’s #1 focus is now AI and robotics, and that’s now the place it’ll both massively succeed or fail. Nevertheless, there have been additionally a number of highlights from the presentation that appeared value pulling out and discussing. Beneath are 10 key slides and a few quick feedback about them.

This primary one is one which in all probability deserves its personal article, since battery degradation and alternative prices are such considerations for non-EV house owners. It’s an enormous a part of anti-EV hype to say that you just’re going to need to spend hundreds of {dollars} on a brand new battery after a number of years, and persons are accustomed to having to exchange 12V batteries, so it’s simple to imagine. Nevertheless, as Tesla factors out, its batteries sometimes last more than its vehicles. Excellent news, and a reality value sharing.

We noticed this shared with the final quarter’s shareholder report, nevertheless it’s value highlighting once more. Tesla’s AI compute infrastructure has skyrocketed. Far more compute energy helps Tesla FSD to drive significantly better. However does the chart proceed spiking upward from there? For the way lengthy? At what value? I’d like to have a extra detailed rationalization and dialogue on this. Possibly on the subsequent Autonomy Day? Are these nonetheless taking place? Effectively, we’ll have the massive presentation on August 8 — maybe we’ll study rather more about this stuff there.

That is one I feel Tesla may have mentioned rather more, particularly contemplating the historical past of claims that Tesla factories should not protected. Clearly, Tesla has been making good progress in regard to employee security, and far of that might be from employee-provided enchancment ideas. Nevertheless, Musk shortly skipped previous this slide and it’s minimalist within the particulars supplied. It could be very nice to see extra of the underlying particulars and information. It could even be good to get some perception into how a lot enchancment ideas have elevated manufacturing facility effectivity, in addition to security.

There’s the slide displaying the three Tesla fashions underneath improvement. I really feel like we’ve seen virtually the identical slide earlier than. Ready for the main points, nevertheless it’s a minimum of proof that Tesla continues to be engaged on different fashions (suppose everybody knew that, although).

This is likely one of the extra thrilling slides. It exhibits fast development of Tesla’s vitality storage deployments previously few years, and it exhibits the Megafactory the place these storage techniques are produced has sufficient capability to provide about 2.5× extra of them every year.

And, unsurprisingly, these vitality storage techniques are bringing in additional gross revenue!

One other thrilling and engaging chart was this one evaluating “total cost of ownership” of a Tesla Mannequin Y and a BMW X3. Although, once more, I’d like to see particulars someplace. I’ve completed dozens of complete value of possession analyses, and so they rely closely on a wide range of assumptions, together with some very personalised assumptions. So, it’s exhilarating to see how less expensive a Mannequin Y might be than considered one of its closest opponents. However let’s see the information and assumptions!

I really like the look of this new Tesla Supercharger map. It’s indubitably spectacular how a lot Tesla has constructed out these networks world wide. In fact, the dots for the Superchargers listed below are in all probability bigger than cities, nevertheless it’s an important visualization nonetheless!

It’s clearly spectacular how a lot Tesla’s gross revenue from “services and other” have risen.

This one will get its personal article, as a result of Elon Musk’s phrases about Tesla’s lithium refining, vertical integration, and battery manufacturing prices had been actually attention-grabbing. Simply contemplate this slide a placeholder for a enjoyable article to return. Let’s simply say that the story seems to be rather more promising and constructive listening to Musk’s statements on this within the annual shareholder assembly than within the Q1 shareholder assembly.