No matter how much you think about it, Tesla is an out of this world.

No matter how much you think about it, Tesla is an out of this world.

It held Battery Day in 2020 and presented a direction for the overall industry along with the secondary battery craze.

In addition to the expansion of CAPA in related industries, related equipment design and research have been steadily conducted.

Batteries can now be supplied at a lower price than before.
However, the increase in interest rates slowed the electric vehicle market.
(Exclusion from the Chinese market)

Related CAPA has been expanded, but investment in electric vehicles has decreased and battery prices have become cheaper.

In the process, there was an AI boom and the importance of energy was highlighted. Tesla also paused its intensive investment in electric vehicles and gave strength to changes in existing lineups and prepare for new lineups by overhauling existing factory production lines and expanding them.
(Example: Giga Mexico Delays and Model 3 Highlands, Juniper, Cybertruck, etc.)

In the process, it stopped expanding additional electric vehicle factories and created an AI center while preparing 85,000 H1,005 for AI training.

Tesla has begun to focus on ESS (Megapac, Powerwall) for its cheaper batteries.
Construction of a mega factory next to Giga Shanghai, China, has begun.
The company is also expanding its production lines for 4,680 cells in Texas and Nevada. (After Battery Day, 4,680 dry process equipment and technology began to increase.)
It occurred to me that this may be why Tesla and Elon had Battery Day in 2020.

When electric vehicles falter, AI, electric vehicle lineup R&D, batteries, and megapack factories were prepared.

At the same time, while preparing for X and XAI, smart cars are also being prepared for the arrival of the autonomous driving era.
I'm sure I'll put the Grok in the Tesla car.

If that happens, the value of the Tesla car will increase tremendously. Consumers will have no choice but to want a Tesla car, and at the same time, I think interest rate cuts and electric vehicle production plants will explode.

When EV production plants explode
What if Optimus is ready?
Yes, Tesla's existing goals remain unchanged.
The deletion of 20 million phrases a year appears to have deleted 20 million phrases a year because Tesla only has to license software to other electric vehicle (smart car) companies without having to do it by itself. It licenses software, rents Optimus,
Maybe it's preparing to expand into the charging ecosystem and insurance ecosystem..

It's an individual's brain official.