Tesla Q1 2024 Financial Results and Q&A Webcast

 

starts at 5:23 Q & A at 16:21

Streamed live 7 hours ago

 

參考網友簡述：

Opening remarks by Elon ( 5:23 to 12:02 ) Highlights

- EV Adoption rate globally is under pressure

- Energy storage business is doing great, there won't be any sign of slowness like in EV business for Energy. It will only increase going further

- AI Training capacity is being increased QoQ

- New models will be launched early 2025 instead of H2 2025 - New models will be made on current production lines but more efficiently

- This will help to reach 3 million capacity with existing factories

- FSD 12 ( pure AI based self driving software ) is "profound"

- FSD 12 is currently running on 1.8 million vehicles

- 50% of people are already using it and usage is increasing each passing week

- "300 million miles" driven with FSD V12

- Robotaxi / Cyber Cab in Aug 2024 unveil

- AI - no longer training constraining and making rapid progress

- 35,000 H100 computers / GPU are up and running, increase to 85000 by end of this year.( Just for training )

- We are headed for "EV Autonomous Future"