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Every product update we got from Tesla at their Q4 Earnings call including Cybertruck updates, Tesla Semi, Model Y, Tesla Solar, Full Self Driving, and more!
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The Tesla Q4 Earnings Call just happened, and Tesla was profitable in Q4, which means they were for the last 2 quarters which is good news.
This is the first time that Tesla has beat its own announced delivery date, and they’re doing it by a lot.
Regarding the Tesla Semi, Tesla plans to produce limited volumes of it this year, but Elon specifically went into detail about why it has been delayed saying
“the thing we’re going to be really focused on is increasing battery production capacity because that’s very fundamental because if you don’t improve battery production capacity, then you end up just shifting unit volume from one product to another and haven’t actually produced more electric vehicles”.
Elon followed up saying that “that’s part of the reason why we have not, for example, really accelerated production of the Tesla Semi because it does use a lot of cells”.
Lots of battery cells that they could be used to focus on ramping up Tesla Model 3 and Tesla Model Y production, which are really going to be the foundation of the company’s growth.
Elon talked about how viral the Cybertruck was and specifically said quote “I have never seen actually such a level of demand as this - - we’ve never seen anything like It basically”
Regarding production, Elon said “we’ll sell as many as we can make”, and specifically said that “demand is just far more than we could reasonably make in the space of, I don’t know, three or four years, something like that”.
Now, that’s both encouraging and discouraging, and it’s important to keep in mind that it is not an official number from Elon.
On the one hand, when Tesla finally produces the Cybertruck, the demand is going to be beyond what they can make.
On the other hand, if you ordered a single motor cybertruck, according to their website, production is for that specific trim is supposed to begin in late 2022, and 2021 for the other trims, but Elon just said demand is more than they can make in 3-4 years. So…3-4 years is 2023 and 2024.
Regarding the design of the Tesla Cybertruck, Elon said “the product is better than people realize even, they don’t have enough information to realize just the awesomeness of it, it’s just great”.
Regarding Tesla Solar, Tesla said that deployment was up 26% from Q3, and that they expect solar and storage deployment (powerwall) to grow by at least 50% in 2020.
Remember that Tesla has its new solar glass, which integrates solar into the roof itself. Regarding this product, Elon said “It’s really going to be your choice, do you want a roof that is alive with power or dead without. And I think people will want a live roof that generates power”.
Alright, now onto full self-driving. Tesla mentioned how their latest software update that shows traffic lights, stop signs, and more, and they said quote
“Understanding the environment around a Tesla is key to enabling our cars to react to traffic lights and stop signs and take intersections through city streets. We are currently validating this functionality before releasing to customers, and we look forward to its gradual deployment.”
So yeah, pretty much “we’re still working on it”, with no indication of an actual release date. However, Elon expanded on this on the call, and further on twitter two days ago.
On the call, he said “It’s looking like we might be feature-complete in a few months”, and then he went on to clarify that feature complete doesn’t mean the features are working well, but that it has a chance of working.
For the future, Tesla laid out that vehicle deliveries should “comfortably exceed 500,000 units” in 2020.
Overall, the biggest takeaways from the Q4 earnings call were that Tesla is incredibly focused on ramping up battery production.
Also, Model Y is ramping up, and they are early for the first time. I wouldn’t take this as a sign that Tesla will be early on all products, especially not the Cybertruck.
The future is exciting at Tesla!