2022 Tesla Annual Meeting of Stockholders

2022 Tesla Annual Meeting of Stockholders

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Part 1 – Formal Shareholder Items Martin – Intro Robyn Denholm Global fleet of cars and vehicles to avoid 8.4M metric tons of green house gas emissions Avoided emissions that were equivalent to ICE vehicles driving 20B miles By 2030 Tesla plans to sell 20M vehicles / year In June 2022 Tesla achieved the highest vehicle production month in their history Tesla continues to make an impact w/ Solar & Energy Storage business Tesla sold 4 GWH of energy storage…

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2022 Tesla Q2 Earnings Call Notes

2022 Tesla Q2 Earnings Call Notes

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Today I had a chance to listen to the 2022 Q2 Tesla earnings call and as a result have produced the following raw notes. Enjoy! Opening remarks from Elon Musk Unique quarter for Tesla due to Shanghai shutdown Production records achieved in Fremont & Shanghai Set up nicely for record breaking 2nd half of 2022 Past years have thrown several force majeure at Tesla yet the team continues to overcome Giga Berlin Production Ramp continues with 1000 cars / week…

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2022 Tesla Q1 Earnings Call Notes

2022 Tesla Q1 Earnings Call Notes

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I spent sometime listening to the 2022 Q1 Tesla earnings call and have created raw some notes which I have included below for your reference. Enjoy! Opening remarks from Zach Kirkhorn Per unit vehicle costs increased due to inflation, raw material costs, and supply chain constraints Slight shift towards more profitable vehicles like the Model Y Energy business continues to be impacted by macro conditions more than vehicle business (chip constraints) Achieved record operating margin over 19% amidst construction of…

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tesLAX Bill of Materials

tesLAX Bill of Materials

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Intro Thanks to TeslaOwnersOnline.com, I became aware of the CANserver project started by Josh Wardell which created a device that allows you to connect to a vehicle’s CAN network. Once connected, you then have the ability to transmit live data to a microDisplay or app as well as log messages to an SD card. What makes this project special is that both the hardware & software were built from the ground up to deliver an upgradeable yet feature rich solution…

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2021 Q4 Tesla Earnings Call Notes

2021 Q4 Tesla Earnings Call Notes

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I spent sometime listening to today’s earning call and have created raw some notes which I have included below for your reference. Enjoy! Opening remarks from Elon Above 50% growth expected in 2022 Overtime Tesla believes FSD to be most profitable offering from Tesla Elon still believes they will achieve FSD at a level safer than a human being by end of 2022 Value of vehicles expected to dramatically rise more than any other product in history thanks to FSD…

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Tesla Full Self Driving (FSD) Beta Secured

Tesla Full Self Driving (FSD) Beta Secured

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Intro On October 11th, 2021, 1000 US-based Tesla owners including myself were granted access to Tesla’s Full Self Driving (FSD) Beta. This group of Tesla owners were selected based on their Tesla Safety Score (had to initially be 100) which was calculated based on the following safety factors: If you would like to learn more, Tesla published a great read up on how each of these safety factors are computed here. If you are a Tesla owner and would like…

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Model S Plaid Delivery Event – 2021-06-10

Model S Plaid Delivery Event – 2021-06-10

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Tesla held a short but sweet event today where they went into a bit more detail regarding the Model S Plaid. I took some rough notes that I have included below. 9 years since Tesla delivered the first Model S One of the motivating factors behind Plaid Model S was to show EVs can be the best cars out there (safest, fastest, etc) No car up until the Plaid Model S has broken the 2 second 0-60 barrier Specs 420…

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2021 Q1 Tesla Earnings Call Notes

2021 Q1 Tesla Earnings Call Notes

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I spent sometime listening to today’s earning call and have created raw some notes which I have included below for your reference. Enjoy! Opening Remarks from Elon Record quarter on many levels Record production, deliveries and surpassed $1B in non-GAAP income Demand is the best they have ever seen Used to seeing a reduction in Q1 and this year it was the opposite Model 3 became best selling mid-sized, premium sedan of any kind in the world (used to be…

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How to use RaceRender with Tesla Track Mode

How to use RaceRender with Tesla Track Mode

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Intro After accepting delivery of my Model 3 Performance a little over 2 years ago I finally made the journey to Buttonwillow, CA for a TeslaCorsa event. It was my first time on a proper road course with my Model 3 and only 1 day after I had a bunch of track-related mods installed. During the event I had plenty of time to tinker with Track Mode and I was impressed by how quickly I was able to get up…

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2020 Q4 Tesla Earnings Call Notes

2020 Q4 Tesla Earnings Call Notes

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Today was another action-packed day for Tesla fans as the company released their full earnings report for Q4 2020 along with details surrounding the newly refreshed Model S & X. I spent sometime listening to today’s earning call and have created some notes which I have shared below for your reference. Enjoy! Opening Remarks from Elon Defining year on many levels, especially with the pandemic Important milestone of delivering 500,000 cars, almost as many as they had previously produced in…

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