Tesla Q4 Earnings Call: A Tour de Force // Battery Maturity, Embodied AI, FSD Demand, Mn Batteries
发布时间 2022-02-23 16:01:08 来源
摘要
This video is a wrap of Tesla's Q4 2021 earnings call from a battery perspective, but I'll also branch out a bit in the video to give my thoughts on FSD, optimus, energy storage, HVAC, and more.
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*Timeline*
00:00 Introduction
00:50 Investor Slide Deck
02:19 Elon: 4680 going into Vehicles 😀
03:57 2022 Parts Constrained...but Sewing Seeds for Future Tech
07:10 Embodied AI - Optimus
08:45 Drew: Plenty of Cells for 2022
11:19 Tesla Now Fully Integrated on Batteries
14:25 2022 is Again the Year of Chips
15:00 Elon Thanks Suppliers
16:14 No $25,000 Vehicle?
18:26 The Robotaxi can Generate Huge Model 3 Demand
20:05 Worst Case - Tesla can Pull Demand Levers with the 3 and Y
20:47 When the Time Comes, Tesla can Build/Launch a Model 2 Quickly
22:21 Tesla HVAC
24:08 4690s Don't Appear to have Caused Cybertruck Delays
25:14 Shifting Focus from Berlin to Austin
25:59 250k Cybertrucks Per Year Initial Target
27:57 My Passion for the Cybertruck
28:55 LFP (Iron) Cells for Powerwall
30:13 LFP, Manganese, and Elon Responds to my Tweet
33:59 Sodium Ion
35:20 2022 Could be a Big Year for Tesla Energy Storage
36:48 More on the $25k Vehicle and Why It's not a Top Priority
38:50 4680 Form Factor for LFP
42:57 Wrap-Up
#BattChat #BatteryTwitter
Intro Music by Dyalla: Homer Said
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