Shareholders meeting

2022 Tesla annual stockholder meeting notes by DBurkland

Our friend Dan did a great job capturing the most important pieces of the presentation at the shareholder’s event, and although some are stock/production related, other bits are pretty interesting:

• Tesla has produced more energy than it consumes, this includes vehicle charging.
• Supercharging V4 is set to be deployed next year.
• FSD beta tracking to be well over 100M miles by end of 2022.

Battery Day & Tesla's Shareholder Meeting tentatively scheduled for Sept. 15th

Tesla’s Shareholder Meeting usually takes place in June but, due to the global pandemic, Elon Musk just recently shared on Twitter that it has tentatively been pushed to September 15th. And as a bonus surprise, it will be the same day as Battery Day. My question- which I asked on Twitter but hasn’t received and answer yet- is if by owning Tesla stock you’d be allowed to attend both. That’d be super cool!

Read more: Twitter

Biggest Announcements from Battery Day

Tesla did not disappoint. Plans are aggressive, but realistic IMO. A good and short summary from The Verge: “The company’s moves toward eliminating cobalt in its batteries, a new Plaid powertrain for the Model S that could get to speeds of 200 mph, and a new cathode plant to streamline its battery production. And, with the new battery technology, Musk has said Tesla will make a $25,000 car.” Very proud to be a stockholder!

Tesla Q2 Earnings Call

In yesterday’s Q2 update, Tesla beat the estimates and reported the fourth straight quarter of profits. Elon said he’s never been as excited about Tesla and its future as he is now, and we couldn’t agree more. Here’s a quick summary of the call:

• Confirmed the next Gigafactory in Texas, near Austin. It’ll be the biggest one yet and Elon described it as “an ecological paradise” which will be open to the public.

• Solar prices adjusted

• FSD updates

  • “It’s getting to the point where I can get to work from home with almost no interventions.”
  • “FSD will be the largest financial step-change in history, overnight.”
  • The biggest transition in the FSD computer is going from 2D (image recognition) to 4D (video recognition).

• Hints on Tesla making a compact vehicle as well as a high capacity one, but there’s still a long way to go before it happens

• Tesla App Store coming

• Tesla’s insurance telematics product will be available in California and a handful of other states by the end of the year

• Berlin will have local cell production to serve their needs

Here are some great notes by @dburkland on Twitter. Thank you, Dan!

Tesla Shareholder Meeting

Here’s a summary of last Tuesday’s Tesla Shareholder Meeting with the things we got most excited about:

• Tesla planning on opening their own body shops. First 10 to open by the end of June 2018!
• Model Y planned for first half of 2020 (with maybe no steering wheel? :O)
  M3 test drives at some Tesla showroom locations by the end of June 2018. All stores in North America will have - M3s by the end of July 2018.
• New Gigafactory in Shangai, the first outside the US

Read more: TMC

Tesla Shareholders Meeting 2019

As you know, we don’t write about Tesla stock but this week we attended the Shareholders Meeting and wrote about it since they shared a bunch of information about Tesla’s current plans and future roadmap. Also, we were able to see the Model Y, the new Roadster, the Semi, and the first production Model S in person and OMG they are 🔥🔥🔥 We took a few pictures too!

Read our write up and see more pics!

Tesla's Q4 2019 results summary

Yesterday, Tesla shared their results of Q4 2019 and it’s all good news. Here’s a summary:

• Model Y

  • Model Y production started in Jan. 2020, ahead of time
  • Deliveries will start by the end of Q1 2020
  • Increased AWD EPA range to 315 mi (from 280 mi)
  • Updated rims in the Performance Model

• The demand for the Cybertruck is more than what Tesla can make in two or three years

• Tesla dismissed switching from 18650 batteries to 2170. In their own words, that is only the form factor, the chemistry inside has changed and improved during the years. It won’t be long until we see a Model S with more than 400 miles.

• ‘Battery Day’ in April (maybe)

Read more: Tesla