🚀 Elon relives shareholders

Hey S3XY 🧤, Some things that were mentioned in yesterday’s call:
1. Optimus will be more valuable than everything else combined.
2. Tesla to accelerate launch of new models (plural) ahead to their previously communicated timeline of H2, 2025.
3. If someone does NOT believe Tesla will solve autonomy, they should not be an investor in the company. But we will, and we are.
4. CyberTruck is already on 48K annualised production run rate.
5. We are in discussion with one major automaker to license FSD.
And some other highlights from today’s letter 📨:

• Another leader departs at Tesla.

• Argentina lures Tesla.

• Fisker on verge of bankruptcy.

• Polestar launches phone.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

Tesla Q1 2024 Financial Results and Q&A Webcast.

Official Tesla Q1, 2024 quarterly update deck for shareholders here.

For real: Tesla Model 3 Performance starts at $45490 and is cheaper than Model 3 Long Range.

Blame game: A Tesla owner who crashed into a pedestrian and falsely blamed the vehicle's "autopilot" feature has pleaded guilty to dangerous driving and failing to stop.

Data: Tesla AI training compute would increase nearly 500% YoY by end of this year.

Productive cars: How Tesla has taken cues from Airbnb, Google and AWS; and put it together to create a car that would be unparalleled with any other vehicle in existence in terms of productivity.

Giga: Argentina lures Tesla to set up plant in the country by offering 10 years of 'tax exemption'.

Pointers: Key takeaways from everything that happened during yesterday’s Tesla earnings call.

Departure: Martin Viecha, VP of Investor Relations departs from Tesla after 7 long years of service but intends to remain shareholder for years to come.

WHISPERS

Hey Uber!

Ross vs Dan; Bull vs Bear it is.

Janson Cammisa shares his thoughts on Tesla Model 3 Performance and it’s as raw as it can get.

Some rough estimates of in vehicle compute opportunity for vehicle owner and Tesla.

Tesla on pace of hitting 1 billion miles every 68 days. It took Tesla 3.5 years to hit its first 1 billion miles driven on FSD.

INDUSTRY FILES

E-Beast: Mercedes has officially unveiled the all-electric G-Class.

RIP: Struggling EV startup Fisker could go bankrupt within 30 days.

Expansion: VinFast adds 12 U.S. dealerships, including 5 in Florida and 4 in Texas.

Concepts: BYD will debut a new concept car, the Ocean-M, at the Beijing auto show, which starts in two days, and is expected to be the design cornerstone for some of its future models.

Indifferent: The first images of Range Rover’s fully electric SUV have been revealed, showing a modern take on the iconic SUV.

Results: General Motors has detailed its first-quarter financial results for the year, citing its gas vehicles and continued growth of electric vehicle business and software-based platform development.

China thing: Polestar, the premium electric vehicle maker owned by Geely and Volvo Cars, officially launched the Polestar Phone on April 23, becoming the latest car company to launch a smartphone.

Batteries: Nio's semi-solid-state battery supplier WeLion and JAC unit to jointly make EVs with up to 1,000 km range.

THAT’S THOUGHTFUL

The crazy true cinematic story of Henry Ford.
👇🏻

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