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