Tesla Q4 Earnings // The Path to 3 TWh // Full Battery Update
发布时间 2023-02-08 15:48:41 来源
摘要
This video will cover the Tesla Q4 earnings call with other new information to provide a full update on the path to 3 TWhs for Tesla that includes 4680 production, scaling plans, and tax credits.
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*Timeline*
00:00 Introduction
00:42 Demand Problem?
02:45 3 TWh by 2030?
07:16 4680 Production Mysteries
12:36 Conservative Guidance for C/T
13:40 Cell Supply for 2023
16:23 300 GWh Production Ramps
18:12 Tax Credits for 2023
21:45 Fully Funded Cell Factories
23:43 Lithium Prices
24:48 Where Will All the Cells Go?
26:29 What I Expect from Investor Day
27:02 Increasing Energy Density
27:41 Nevada Vertical Integration
28:28 Summary
Intro Music by Dyalla: Homer Said
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