Wiki Investor Thread Index

[Buckminster]

Thought I would use this list as an index to various threads:

• Dojo production begining in July
• Cybertruck delivery event in Q3
• Model 3 "Highland" released in the $30K price range
• Megapacks 10K/yr in Lathrop in '23, + Shg in '24
• FSD Feature Complete within 18 mths (auto gross margins ↑ 15%)
• Optimus humanoid robot working in Tesla factories in 2024
• "Model 2" Compact car hits the streets in 2025, 2M/yr by 2026
• Semi production ramps to 100K/yr by 2026
• Compact car factories open in Asia and Europe by 2026
• Robotaxi's approved, total auto production hits 20M/yr by 2030
• all the while, COGS on existing products grind down -7%/yr due to:
  • 48v architecture
  • lower labor per unit
  • $1K drive line cost per car
  • Tesla battery + cathode production
  • unboxed process backfilled to current factories

Now, I've purposely kept this list short, so it doesn't include Auto Insurance, Home solar/battery w. charger + HVAC, a worldwide charging network, Electrical grid innovations, or AI training and Robotics services

 

[Buckminster]

Source:

• Dojo production begining in July
• Cybertruck delivery event in Q3
• Model 3 "Highland" released in the $30K price range
• Megapacks 10K/yr in Lathrop in '23, + Shg in '24
• FSD Feature Complete within 18 mths (auto gross margins ↑ 15%)
• Optimus humanoid robot working in Tesla factories in 2024
• "Model 2" Compact car hits the streets in 2025, 2M/yr by 2026
• Semi production ramps to 100K/yr by 2026
• Compact car factories open in Asia and Europe by 2026
• Robotaxi's approved, total auto production hits 20M/yr by 2030
• all the while, COGS on existing products grind down -7%/yr due to:
  • 48v architecture
  • lower labor per unit
  • $1K drive line cost per car
  • Tesla battery + cathode production
  • unboxed process backfilled to current factories

Now, I've purposely kept this list short, so it doesn't include Auto Insurance, Home solar/battery w. charger + HVAC, a worldwide charging network, Electrical grid innovations, or AI training and Robotics services.