Tesla’s Q3 Earnings call was a BANGER. Here’s a quick summary:
• Elon expects 20-30% vehicle growth in 2025
• Tesla is confident on reaching volume Cybercab production in 2026. They’re aiming for 2 million vehicles per year with no ramp.
• Tesla has been operating a ride-hailing service for the past year in San-Francisco for its employees.
• Unsupervised FSD in 2025.
• FSD v13 will be released soon.
• FSD to be safer than a human next year.
• Cybercab will be a $25,000 car.
• Tesla expects to roll out their ride-hailing service in Texas & California next year. (Probably Texas first)
• Tesla Roadster is under development, and are close to finalizing its design.
• Tesla says it won’t be long till they’re shipping 100GWh of stationary storage. It will grow to multiple terawatt hours per year
• If Tesla is UNABLE to reach Unsupervised FSD with HW3, they will update it for free for existing owners.
• Cybercab will utilize Tesla’s revolutionary unboxed manufacturing method. “It’s in its own league.”
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