Mr. Musk has requested a 25% stake in Tesla, and it is unclear if the board of directors will consider a share buyback to facilitate this. The specific dollar amount needed for this stake is also unknown. Additionally, there is interest in knowing how many orders for the Cybertruck are currently in the queue and when Tesla anticipates fulfilling all existing orders.
Inquiring minds also want to know when construction will begin on the Giga Nevada expansion and Giga Mexico, as well as when these locations will start producing products such as the 4680 cells, Semi trucks, and next-gen vehicles. There is curiosity about the barriers that have prevented the ramping up of 4680 cell production to the desired rate of millions per week and when this target will be achieved. Furthermore, questions arise regarding when Optimus, a Tesla mobile charging robot, will be deployed in the Gigafactories and what the company’s main objectives for 2024 are.
Another topic of interest is the expected timeline for mass production of the Semi trucks and any obstacles that need to be overcome to reach that goal. The public is eager to know when FSD V12 (Full Self-Driving version 12) will be rolled out and why Tesla does not offer tiered pricing for FSD. It is suggested that reducing the price for personal use purposes would attract more customers, while the option to charge a higher rate for robotaxi or commercial use in the future is proposed.
Furthermore, institutional investors have specific questions about Tesla’s automotive gross margins, the potential for a 50% volume compound annual growth rate in 2024 or 2025, the economics and attach rate of Autobidder, and the possibility of acquiring X, X.ai, and/or SpaceX to bring additional AI expertise into Tesla while increasing Elon Musk’s voting control. There is also a query regarding the potential repurchase of used Tesla vehicles outside of the existing inventory in light of recent residual value declines.
Finally, it is announced that Tesla’s Q4 and FY 2023 earnings call will take place on Wednesday, January 24, 2024. Investors are encouraged to submit their own questions by visiting Say’s webpage for the earnings call or contacting *[email protected]* with their inquiries.