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Sneak preview of Tesla robotaxi rolling out in June:
Start with model Y first, there is legislative consideration as well as existing Tesla owners participation
When Waymo launched commercially in 2023, its miles between interventions were 17K miles (95K-100K miles now, some repoets 130K miles); Tesla today is at 12K miles between critical intervention
Waymo logs 0.41 accident per million miles, Tesla FSD reports 0.3 accident per million miles (web reported autopilot 0.13 is highway data so it’s biased)
Tesla cybercab costs $30K, model Y around $50K, Waymo costs $180K to start with and now costs about $130K
Waymo rides charges about $3.5-5/mile; Uber charges about $2.5/mile, still losing money but expect to do better with increased volumes ; Tesla robotaxi expects to cost $0.3 for cybercab, price maybe $0.5-$0.6/mile
Tesla currently has 300 robotaxi tesla drivers in Austin. The first public participation was April 2024 on “We Robot” day when there were 19 cyber cans and 29 driverless model Y provided 2000 rides to event attendees
Elon Musk is having meeting with robotaxi team this weekend, and will turn his focus from DOGE back to Tesla
Initially Tesla is expected to rollout 10-20 model Ys to public, probably for free trial. Some call it a nonevent, what do you think?
I don’t expect everything to be smooth but successful launch within one year is good enough for my expectations

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Update from $TSLA earning call (being updated real time)
$TSLA up 4.7% after hours at conclusion of earnings call.
1. Elon Musk said to reduce his time for DOGE significantly starting next month to focus on Tesla
2. Elon believe Focus on autonomy for north optimus and robotaxi, and Tesla will be the most valuable company in the world by far
3. Confirmed robotaxi Austin rollout in June, to impact Tesla earnings starting 2026; robotaxi will continue rollout to other cities later in the year. Elon believes to have “millions” of robotaxi in US by the end of next year.
4. Expected Tesla energy output to Tera watts (25 times of today’s capacity)
5. Elon expects to have regional support for autonomous vehicles such as northeast regions with heavy snows, and China with different driving patterns.
6. Cybercab production on track to have QA by this year and volume production 2026
7. Elon believe Tesla robotaxi will take over majority market shares 99% until something changes because Waymo can not compete “it’s costing Waymo money”, and ten millions Tesla robotaxi, unless blocked by regulators
8. Tesla has the most integrated manufacturing, including lithium refineries in Austin; also talked about the advantages of supply chain regionalization
9 Talked about Tesla cell advantages
10. In answering brand damage, Tesla is best selling car in California, and the volume is impacted by production disruptions of model Y refresh. “we don’t see any disruption in demand”
11. Impact and plan for magnets limititation from China on Tesla Optimus production
12. Austin early release will have audio ability, and solve localized problems, expected interrruption every 10K miles in the beginning and will have human intervention abilities
13. Elon said FSD will ease restrictions on what you can do in car in the months ahead ““You will be able to do more things that you want to do.””
14. affordable models that will be built in the coming months will resemble the form and shape of the cars that Tesla currently makes. "The key is that they will be affordable and that you'll be able to buy one."
15. Elon is confident of 1 million Tesla shipments by 2030, or even 2029

Chinese battery giant CATL showcased three cutting-edge technologies at the Beijing Auto Show. First, the Shenxing Plus LFP battery offers a 1,500 km range, with 600 km added in 10 minutes of charging, ideal for long-distance EVs. Second, the 4C ultra-fast charging LFP battery achieves 520 km of range in just 5 minutes, targeting high-performance and commercial vehicles. Third, CATL’s sodium-ion battery, set for 2025 mass production, provides a 500 km range and enhanced cold-weather performance. These innovations, leveraging CATL’s expertise in LFP and sodium-ion tech, aim to transform EV affordability and efficiency, with production scaling by late 2025.

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Tesla, Inc.'s stock is set to attract significant attention this week as the electric vehicle leader prepares to announce its quarterly financial results after market close on Tuesday.
Wall Street remains wary after underwhelming March-quarter deliveries. Analysts predict first-quarter earnings per share will drop to $0.43 from $0.45 last year, with revenue holding steady at approximately $21.45 billion.

Christina Balan, a former Tesla engineer dismissed in 2014, revealed in an interview that her team faced deportation threats for supporting her after she raised a brake safety concern directly with Elon Musk. She has successfully overturned Tesla’s arbitration case against her and aims to confront Tesla in open court, potentially impacting corporate policies across the country.
He's a pure evil'; Tesla whistleblower and cancer patient tears into Elon Musk after winning latest legal battle - Hindustan Times