Tesla Q3 Earnings Call: Breaking China's Supply Chain Grip + Updates on Almost Everything
发布时间 2022-11-02 22:59:24 来源
摘要
Today I cover the Tesla Q2 Earnings call from a battery perspective. Tesla fires a shot across the bow of China's battery monopoly and it looks like Tesla may become the U.S. battery hegemon. Plus updates on nearly everything else from cell cost to Semi production to tax credits.
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*Timeline*
00:00 Intro
00:36 Cell Production Tripled
02:33 “Significant Portion” of Packs to be 4680
03:16 2nd Gen: DBE Cathode?
04:35 Unlimited Demand
05:47 $4 Trillion Market Cap
06:41 Breaking China's Grip // 1000 GWh Made in USA Production
09:09 IRA Credits
13:40 Cybertruck (No Update)
14:21 Tesla Semi 500 Mi Range
16:47 No More Runaway Trucks?
17:24 Semi 50k Units/Year
18:51 Semi Using the 2170?
21:42 4680 Chemistries
24:45 Robotaxi Cost Halving
27:20 Tesla Mining
29:02 U.S. Permitting
30:35 Battery Day 2026 Target
33:24 4680 Competitiveness
34:21 Lithium Mine to Battery Line
37:09 Production Scaling Thoughts
38:09 $70kWh Cost Target & Thoughts
40:50 Closing Fluff and Next Videos
Intro Music by Dyalla: Homer Said
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