The Tesla shareholder presentation is worth watching on Youtube if you have the time and interest ( link here ), just skip to the part that Elon starts talking.
A few of things stand out to me
-Model 3 is the highest selling vehicle in the USA by revenue (Toyota Camry knocked out of 1st place).
-Manufacturing and new models are now constrained by battery cell supply.
-China's total battery manufacturing is currently a fraction of what is being produced by Tesla Gigafactory 1.
-Tesla wants to go to India as soon as they can, Elon says hopefully next year. Earlier mentions that they'd like to have a gigafactory on every continent to reduce logistic expense and bypass tariffs/duties.
28:00 - Elon turns up
41:30 - Gigafactory discussion - "we need more batteries than earth is currently producing"
46:06 - Gigafactory Shanghai status
47:18 - Gigafactory Europe site search
48:41 - Tesla home energy storage and solar roof
52:55 - V3 Supercharger rollout
58:07 - Product lineup model y, Pickup, Semi
1:00:00 "we might get into the mining business" leads into a bit more battery cell demand discussion around 1:01:00 they seem really coy about their battery production scaling plans, I feel like he didn't mean to drop the we might get into mining.
1:15:15 - call out to South Australia battery
ends with q & a session
Day to day discussions on S/P, page-12374
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