Tesla Investor Day in 28 Min (Supercut) (2023)

Highlights from Tesla's first Investor Day, and unveiling Elon Musk's Master Plan Part 3.

00:00 Master Plan Part 3
14:24 Vehicle Design
17:12 Powertrain
18:36 Electronic Architecture
18:53 Full Self Driving
19:32 Tesla Bot
20:46 Charging
21:29 Supply Chain
21:57 Manufacturing
24:31 Energy
25:34 Financials

#Tesla #TSLA #Investing

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

[HughButler]

Great work to get this down to 28 minutes. Captured most of the key points.

[primusro]

Ford investor statement: So, we are trying not to go bankrupt this year and we might actually make it.
Tesla investor statement: So, this is how we improved on everything and we continue to do so at a rapid pace.

[jindatidicaprio]

I also don't understand why most people don't seem to understand sustainability. I'm blown away by all the details that were revealed. No one can stop Tesla making a sustainable world now

[gregp.]

Saw the whole 4 hours live yesterday (while multi-tasking at my desk). Was well worth it! Amazing insights into Tesla's RELENTLESS drive for efficiency in all aspects of its operations!

[stephenwhite]

The sad thing is that we are used to short term planning and reward… instant gratification. Tesla is looking 50 to 100 years into the future and planning long term. Reminds me of Japan after the WWII to rebuild their country. This was a great presentation. Thanks for the highlights Rob!

[devonbikefilms]

Anyone who thought Tesla was just a car company, this should be a massive wake-up call for what’s coming. There will be companies out there that are sprinting to catch Tesla that are just seeing them disappear over the horizon. I don’t care that the next gen vehicle was not shown or even announced, because Tesla are building the sound base from which they will only accelerate. They are building in extraordinary efficiencies throughout their business. As an engineer at the late stage of my career, I can’t tell you how much I wish I could be a young engineer again for a second go around in this industry. Truly inspiring if you understand it. The short term coke heads on Wall Street won’t, but they to will be swept aside in time by AI.

[israelramos]

I was impressed; obviously, everyone wants specs for the next gen and cybertruck, but there was plenty of good details that showed why Tesla is miles ahead of the competition.

[SLPC_]

The fact that Tesla really planned and executed towards a goal of selling 20 million cars at such an early stage is beyond insanity. And to witness that plan "quickly" comes to fruition. I'm actually investing everything but my emergency fund into this stock. No public company on earth can execute like Tesla. None.

[johnmacri]

Thanks Rob. I think everyone wanted a car demo I like the technical differences they mentioned to assemble a car and cut cost. This is going to get exciting.

[mikus]

While some youtubers say this was some boring presentation and Teslaq presentation, I only see growth rates going exponential, especially on Tesla energy business. And next gen platform I think will impact more the S3XY lines than a new car. Good job Rob summarizing 👏

[leeorrphotography]

Awesome. Thanks Rob. This will be disappointing for some but it's not a flashy product reveal event. Those get their own events. For me it reaffirms Tesla maximizing their advantage. Speed, scale, and cost efficiency working in concert. I'm stoked. I also can't wait for a Tesla heat pump.

[paulrybarczyk]

Great summary! I'm glad Elon is starting to look healthy again. His prior weight gain was concerning, and I would like him to live as long as possible. Fitness is important.

[zzz_ttt_]

Brain exploded. What a magnificent group of engineers

[Tom_McMurtry]

Honestly can't see what people are complaining about. This is techincial on execution and it's great.

[santadam]

Vintage Elon. Thanks for putting this cut together.

[autotech]

Big business thinks of people as sheep, it's easy to steer people in the direction you want, with just a few persuasive claims. Do anything, say anything to make a sale.

[Frank_W.]

Thanks for your work on summarizing the event. I watched the entire thing and this was a great recap. They got into the weeds for a lot of the people who were expecting some circus event but if you stop and wrap your head around what was said then you realize how profound it really is. Getting to a sustainable future should be on everyone’s mind not just for the planet but for the greater efficiency and the air we breathe….all while not sacrificing performance.

[gudalawrence]

Some ppl were just looking to make a quick buck out this event 😂. They had nothing else to take away, such ppl always end up disappointed. Sustainable efficient energy is the future. ✌🏾

[AdamDadeby]

Thanks for putting this summary together Rob and team. Really helpful.

[BjorckBengt]

It is definitely worth to look at the whole presentation. The achieved and coming efficiency gains are just crazy in a time when legacy auto struggle to improve 1% Tesla improves 10-30% annually and from a leading position. I have no doubt they will get to 20M and beyond.