TSL

$Tesla(TSLA.US) (transferred) Earnings call highlights: 1. Regarding FSD V13, Musk: It is expected that the driving mileage between interventions will increase by 5 to 6 times compared to v12.5, with safety levels in Q2 2025 exceeding human levels. After the launch of CyberCab, the usage of FSD has surged. There is no need to wait for the launch of CyberCab; unmanned taxi services will be directly implemented using Model 3 and Y next year.

2. Cybertruck production has increased quarter-on-quarter and has achieved a positive gross margin for the first time. Mass production is expected to be achieved by 2026, with a target of at least 2 million units per year, potentially expanding to 4 million units in the future.

3. The cost per vehicle in the third quarter reached a historic low, and the CFO stated that cost reductions will continue.

4. The Texas Gigafactory has deployed 29,000 sets of H100 ahead of schedule, with an expected deployment of 50,000 sets of H100 by the end of October.

5. It is expected that vehicle deliveries in 2024 will see slight growth, meaning that deliveries in the fourth quarter will exceed 515,000 units, setting a new record. Elon even mentioned a 20-30% growth in 2025 (with expectations in the low teens). The deployment of energy storage in 2024 is expected to more than double year-on-year. 6. Reiterated that a cheaper model will be launched in H1 2025, which will be produced on the same production line as existing models.

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