One year ago today, the Tesla executive team presented an inspiring and feasible path to a fully sustainable energy economy for Earth. Here's the full, 3.5-hour-long presentation.
Timestamps:
Part 1: Master Plan 3
02:12 What does it take to convert Earth to sustainable energy generation & use (Elon Musk & Drew Baglino)
Part 2: Executing Master Plan 3
29:04 Vehicle Design (Lars Moravy & Franz von Holzhausen)
41:26 Powertrain (Colin Campbell)
50:07 Electronic Architecture (Pete Bannon & David Lau)
1:09:14 Full Self-Driving (Ashok Elluswamy)
1:19:11 Bot Update (E. Musk & A. Elluswamy)
1:24:21 Charging (Rebecca Tinucci)
1:32:52 Supply Chain (Karn Budhiraj & Roshan Thomas)
1:53:48 Manufacturing (Tom Zhu & D. Baglino)
2:07:11 Energy (D. Baglino & Mike Snyder)
Part 3: Impact at Tesla
2:19:59 Impact (Laurie Shelby & Brandon Ehrheart)
2:26:38 Financials (Zach Kirkhorn)
2:42:00 New Gigafactory Announcement
Q&A
2:44:42 Timeline for new vehicle design
2:47:02 Minining
2:50:32 Involving the rest of the industry
2:52:18 Number of vehicle models, bidirectional charging
2:56:05 Market share in China & political relations with China
2:57:57 Velocity of learning cycles
2:58:48 Demand
3:01:27 Next vehicle models & cannibalizing demand
3:08:45 Cost optimization by region
3:12:51 Capex guidance and Tesla AI
3:16:12 Dry battery electrodes
3:21:29 Managing a large organization & generative AI
5/11/24, https://x.com/muskbreaking/status/1789314961367277966 PDF presentation: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/Investor-Day-2023-Keynote Watch on
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pic.twitter.com/vrSyaJJyZS 3h25m
Or:
2023 Investor Day - YouTube
With Pre-show and Q&A
3h46m