Tesla Q2 2024 Financial Results and Q&A Webcast

[vikramingleshwar]

4:20 call starts
5:14 Elon Opening Remarks
13:10 CFO Opening Remarks
18:18 Investors' Q & A
26:52 Analyst's Q & A

Conclusion : As usual "Patience" is the name of the game. 1st milestone ( 5 Trillion USD ) with Robotaxsis, 2nd milestone ( 25 Trillion USD ) with Optimus. So increase your "patience" factor accordingly. God bless Tesla

[udishomer]

The investor questions were much better than the analysts questions.

[SouhailEntertainment]

Introduction and Opening Remarks - 00:00:05
Elon Musk's Recap and EV Market Overview - 00:04:51
Autonomy and Full Self-Driving Updates - 00:07:18
Optimus and AI Developments - 00:10:16
Energy Business Growth and Expansion - 00:11:46
Investor Questions: Roadster Update - 00:18:27
Investor Questions: Robo Taxi Timing and FSD Licensing - 00:19:12
Cybertruck and 4680 Battery Cell Production - 00:20:33
Dojo and AI Infrastructure - 00:21:06
Optimus Accessories and Advertising Strategy - 00:23:30
Energy Growth and Gigafactory Mexico Update - 00:24:39
FSD Licensing Mechanics and Timeline - 00:27:17
Shanghai Gigafactory and Tariff Implications - 00:41:04
Robo Taxi Strategy and Deployment - 00:43:54
Regulatory Considerations for Robo Taxi and FSD - 00:46:00
FSD Take Rates and Customer Experience - 00:48:58
Robo Taxi Deployment Strategy and Tesla Network - 00:51:36
Energy Storage and Pricing Strategy - 00:55:34
4680 Process Technology and Grid Storage Demand - 00:58:29
Implications of Potential IRA Changes - 01:01:13
Conclusion and Closing Remarks - 01:03:59

[dariomarquez]

THE AUDIO QUALITY NEEDS TO BE IMPROVED. THE MIC NEEDS TO BE CLOSER TO THE SPEAKER, NOT BEING A TABLE MIC ON THE ROOM. MUCH ROOM FOR IMPROVEMENT THERE, AND EVERY CALL HAS THE SAME PROBLEM.


Besides that, good quarterly call !

[a_linikus]

A detectable shift in the earnings dialog is finally afoot. Analysts are just beginning to get it.

[Andrewk]

Who wrote the POS question about cheating people out of a tesla by not advertising?
Lol. How about lowering the price by not advertising

[Mackcolak-xfbk]

Here are the key takeaways from the Tesla Q2 2024 Financial Results and Q&A Webcast:

Record quarterly revenues and energy storage deployments, leading to record profits for the energy business.
Tesla is on track to deliver a more affordable model in the first half of 2025.
Full Self-Driving (FSD) capabilities are improving, with version 12.5 expected to bring significant enhancements.
Tesla is expanding its AI training capabilities, including a new 50, 000 GPU cluster at Giga Texas.
Optimus humanoid robot production is expected to start in limited quantities in early 2025, with several thousand units produced by the end of that year.
The energy business is growing rapidly, with demand outpacing production capacity.
Tesla is adjusting its strategy in response to potential tariffs on vehicles imported from China to Europe.
The company is considering licensing its FSD technology to other automakers.
Tesla believes autonomy is the biggest differentiator and value driver for the company long-term.
The Cybertruck production is ramping up, and Tesla is making progress on 4680 battery cell production.
Tesla is focusing on expanding its supercharging network and offering competitive financing options to drive demand.
The company sees enormous potential in grid storage and believes demand for this technology is underestimated.
Tesla is confident in its ability to navigate potential changes to EV subsidies and regulations.
The company is developing a "robotaxi" product, with more details to be unveiled on October 10th, 2024.
Tesla continues to invest in AI and robotics technologies, seeing them as key drivers of future growth and value.

[thundercs]

Tesla is going into the high end studio microphone 🎤 business.

[TopBoardsport]

Please bring Powerwall to Scandinavia.

[Michael-jdvf]

I think every question can be answered with: “Trust me bro, I’ve got this.”

[HarshitChauhan]

I love starting music in all live stream❤
Please continue this in future.

[Astra]

You guys should have VTuber avatars for these webcasts, it would be more interesting then just an image.

[kitsune]

It's insane how people are freaking out. Autonomy IS the future, the most profitable thing Tesla can do is autonomy and robots i mean WHAT other company is really trying to make robots in a mass scale production?

[행자-tb]

주변 신경 쓰지마시고 일론 머스크회장님 하고 싶은데로 쭉 밀고 나가세요
빠이팅 🤘
나이스 🤟🏼
굿굿 👍👍👍

[PandaCultivation]

It'd been the same questions for the last 4 years lol

[tafl-]

- Can only cars with FSD join the RoboTaxi fleet or will Tesla activate FSD on the car whenever it enter “RoboTaxi-Mode” ?

- who takes responsibility in case of accidents / vandalism during RoboTaxi operation ?

- anyone willing to insure a car that is a part time RoboTaxi ?

- Do they still believe that HW2.5 and HW3 cars will reach RoboTaxi level ?

[মিন্টুস্টোরি]

31:58 32:03 32:05 😭😭😭😭
Vi amdar chinal ta farea dow

[smokingfoxx]

Everything coming up Millhouse Elon! Thinking return to flight and “chrome steel” (Victorian era recipe) should prove successful in rocketry:)

[bekn]

Arabanın aynasında hem ileriyi gören hemde geriyi gören kamera sensörü olsa bu şekilde ileriden gelen arabaları algılar ve daha güvenli bir dönüş yapar iyi olmazm mı?

[Blueelectricaltape]

And I created a FREE ENERGY installation, yes, for now it’s just a project, but when I have the finances, I’ll assemble it.