Tesla's future vision extends beyond electric vehicles to encompass a "sustainable abundance" for all, driven by advancements in AI and robotics, particularly through the Optimus humanoid robot and autonomous driving technology.
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Elon!
And those bots are just dancing. They have
no wires. Those are actual robots.
Thanks, guys.
Uh,
first of all I'd like to just give a heartfelt
thanks to, uh, everyone who supported the,
the shareholder votes.
Uh, I super appreciate it.
Thank you, everyone.
Um,
I'd like to take this time to thank the,
the Tesla board for their immense support.
You have a fantastic board.
Fantastic group of shareholders.
Thank you all.
And, uh, and,
and what we're about to embark upon is not
merely a new chapter of the future of Tesla,
but a whole new book.
And I'm gonna talk about that.
So this, this really is, uh,
this really is gonna be quite the story.
Um, and, uh,
Optimus is a fundamental part of that.
The, the, the sheer scale of Optimus ...
I mean, I'm,
I'm gonna say a bunch of things that probably
I shouldn't say, you know. But,
Um,
but, but that's what keeps it interesting.
I mean, have you,
have you watched any other annual shareholder
meeting?
I mean, honestly, it's like,
if you need to go to sleep, sure. I mean,
that, but it's,
other shareholder meetings are like snoozefests.
I mean, but ours, ours are bangers.
I mean, look at this.
This is sick.
Yeah, we got like, the,
this cyberpunk nightclub here,
with real robots just standing there and,
uh, milling around and dancing. And, um,
you know,
around at our engineering headquarters in Palo
Alto, uh,
the robots are just walking around the office
24/ 7 with no one minding them.
They're just ...
And then they go charge themselves.
And, um, yeah, so the, the, the scale of,
of, of Optimus, like I said,
that's really gonna be something else.
Um,
I think it's gonna be the biggest product of
all time by far. Yeah. So,
like bigger than cellphones,
bigger than anything.
Um,
I guess a way to think about it is that,
Uh,
every human on earth is gonna wanna have their
own personal R2D2, C3PO.
So, who wouldn't?
But, but actually Optimus will be even better than
them. You know, like, R- you know, R2D2,
it just kind of would beep at you
and it's kind of hard to figure out what he's
going, talking about.
Um, you know, you need C3PO to translate.
But, uh, Optimus is gonna be ...
Like, everyone's gonna want one.
Uh, I think within terms of, uh,
industry providing products and services,
I think it's probably, I don't know,
three to five robots in industry for every,
you know, one that's a, a personal robot.
I,
I think there could be tens of billions of,
of Optimus robots out there.
Um,
now obviously it's very important we pay close
attention to safety here, uh, 'cause, uh,
we, we, we do, we do want the,
the Star Wars, uh, movie,
not the J- Jim Cameron movie.
Um, now I, I love Jim Cameron's movies,
but you know, uh,
you know what I mean.
So, um,
And, and, yeah.
So, so we're gonna launch on, uh, the,
the fastest production ramp of,
of any product,
of any large complex manufactured product,
uh, ever. Um,
and it's starting with building a million unit
production line, uh, in, in Fremont. Um,
and, uh, that's, that's, that's line one.
Um, and then a 10 million unit, uh,
per year production line here on the- I
don't know where we're gonna put the 100 million
unit production line.
Maybe on Mars, I don't know.
Uh, but, uh, but I think it's,
it's gonna literally get to 100 million a year,
uh, maybe even a billion a year.
Um, and, um,
you know, people often talk about like,
eliminating poverty,
giving everyone amazing medical care.
well,
there's actually only one way to do that,
and that's with Op- the Optimus robot.
With, with humanoid robots,
you can actually give everyone-...
amazing medical care.
Uh, so, uh, in,
in terms of- Op- Optimus will be more precise.
O- Optimus will ultimately be better than the
best human surgeon with a level of precision
that, that is impossible, th- that,
that is beyond human.
So, I think that's,
that's a pretty wild concept to say, okay,
if you, you know, there's always,
we've always talked about eliminating poverty,
but actually Optimus will actually eliminate
poverty.
Optimus will actually give people incredible
medical care.
So, um,
I mean, and,
and so you start getting like sort of,
some pretty wild sci-fi sort of scenarios,
uh, where,
uh, yeah,
and some of these things I say will obviously
be taken out of context
and used in snippets and, you know,
sent around but whatever.
I still am going to say them.
You, you know, like I think we may,
we might,
we may be able to give people a more, uh,
if, if somebody's committed crime,
a more humane form of, uh,
containment of future crime, which is if,
if you if you say like,"You now get a, a,
you now get a free Optimus
and it's just going to follow you around
and stop you from doing crime."
But other than that,
you get to do anything.
Just,
it's just going to stop you from com- committing
crime, that's, that's really it. Um,
you know, then you don't have to,
you don't have to put people in like prisons
and stuff I think.
Uh, it's pretty wild to think of the,
the various, of all the possibilities,
but I think it's, it's, it's clear,
it's clearly the future.
Um, and, um,
you know, my book recommendation for the,
maybe the best,
mostly utopian sci-fi future are the Iain Banks
books, The Culture books,
so if you're curious like what,
what do I think the future's probably like
? I think it's probably a bit like that,
um, or, you know, um,
Asimov to some degree, but,
but I think it's, and Heinlein, um, but,
uh, Iain Banks, if, if you're like saying,
"What, what,
what does Elon think the future pro- probably
will be like for AI and robots?"
It's kind of Banksian. Um, so, um ...
Now, now, and,
and things do get kinda wild from an economic
standpoint, um,
because at a certain point, uh,
with AI and robotics,
you can actually increase the global economy
by a factor of 10 or maybe 100. Um,
there's,
there's not like an obvious limit.
Uh, so, um,
like Optimus is kind of like an infinite money
glitch, uh,
you know, uh, and I'm, I'm,
maybe there won't even be money in the future,
um, or there, or,
or money but it might be measured in terms
of wattage, like how much, uh, you know,
power can you bring to bear, uh,
from electrical standpoint.
Um, so, uh, I guess what I'm saying is,
uh, hang onto your Tesla stock.
So, uh, yeah, man, that's pretty wild.
Thank you.
You're welcome.
Um, let's see.
I think we've got some slides to go through,
um, obviously I adlib a lot of this stuff,
but ...
So the, the, you know,
when we started Tesla, the, the,
the goal was to accelerate the advent of sustainable
energy, and that is, uh,
that's what we've done.
I think Tesla has really led the way in,
with, with electric vehicles,
with battery packs, uh,
with a lot of solar, and, uh,
many other companies have,
have then followed our lead and done that.
And electric cars, which used to be, uh,
nonexistent, are now prevalent. Um, and,
uh, and the, and the Model Y for example,
is the number one selling car of any kind on
Earth.
so...
um, but obviously now with,
with AI and robotics, uh,
we need to update our mission, um,
and our mission, um, I think it's good,
it's, it's, it's the,
it's a great mission,
which is to achieve sustainable abundance,
which is, uh, uh, it's like,
because I often ask people like,
"What is the future that you want? What's the
best future you can imagine?"
Um, you know,
because we want to try to make that future,
like make the best future you can imagine,
And,
and I guess probably the best future is if
people, uh, you know,
can have whatever they want from a goods
and services standpoint
or medical standpoint, um, and,
but at the same time, we,
we don't destroy nature and we,
we keep the rainforests and the,
the beautiful national parks and, and all,
all that stuff.
And so that's,
that's what I mean by sustainable abundance,
uh, is that people, you know,
can have whatever they want, um,
have all their needs met, uh,
but we still keep all of the natural beauty
that we want.
I mean,
if somebody can think of a better future,
I, I'm all ears, uh, but I think that's,
that's probably the best,
the best way to go.
Thank you.
Um, so yeah.
Um, let's see.
so...
yeah, um, as you know,
every Tesla is designed to be autonomous,
so the-It's
sometimes difficult to explain to people if
they've not ...
Or in fact,
I'm sure you've all encountered this,
where you try to tell people that the Tesla
can drive itself and they,
they think you're crazy or something.
Um, I mean,
especially like apart from the Cybertruck,
our, our cars look pretty normal. Um,
I mean, they're good-looking cars,
but they don't look super ...
They don't ...
They, they look normal.
Um, but I guess, uh, it,
it's kind of like having a cat, uh,
or like ...
And, and, uh, the cat's just sitting ...
Let's say you've got a cat
and it's like just sitting there on the couch
and you try to tell people that the cat,
uh, can actually, um ...
It's actually Puss in Boots and, and it,
and it can actually put on boots
and a hat and, uh,
and swashbuckle and sing and dance.
And people are like,"No way, man,
that's a cat."
Until the cat does all those things.
You're like, "Damn, what the ..."
Um, so, uh, we- we've got, you know,
millions of Tesla cars out there that are the...
They're kind of like Puss in Boots.
They're, they're, they're intelligent,
but people don't know that they're intelligent.
They look like normal cars,
but actually they're super smart
and can drive themselves.
So as, um ...
I,
I think that's probably the single biggest
thing we need to do is to educate, uh,
potential customers that you,
you can either have a car ...
You can either have a cat that's like a normal
cat or you can have Puss in Boots,
and Puss in Boots is very cool.
Um, so, uh, that's ...
So we've ...
These days when people come to our stores,
Um,
or even people that have the car haven't turned
it on, we find.
And sometimes people have paid for FSD
and they haven't turned it on.
We're like, "What?
You should at least try it once."
Um, and so, so now we're like,
we- we- we ...
We'll ...
The sales team,
the service team will actually sit with customers
and say,"Look, let,
let us show you how it works
and how easy it is."
And then once they've tried it for even just
a few days, uh, they,
they can't live without it.
Um, and, uh, and, and now with version 14,
we're actually getting to the point where we,
we almost feel comfortable allowing people
to text and drive,
which is kind of the killer app,
because that,
that's really what people want to do, and,
and do do.
Uh, um, and, uh,
a- actually right now the, you know,
the version's ...
You know, the car's a little, uh,
strict about keeping your eyes on the road.
Um, and, uh ...
But I'm confident that in the next month
or two, uh, we should ...
We- we- we're gonna look closely at the safety
statistics, but we will allow, uh, you to,
Um,
text and drive essentially.
So, yeah.
That's, that's, uh ...
It's,
it's certainly better than the current situation,
which often people will actually turn off FSD
to text, then turn it back on,
which is less safe.
So, um, so yeah,
that's probably the single biggest thing is,
is just get people aware of, of FSD. Um,
and then obviously we need to get it approved
in, in Europe.
So we certainly appreciate the support of our
customers in Europe, uh,
pushing the regulators to approve FSD,
because you,
you can't even get a super ...
Even just normal supervised FSD is not allowed
in Europe currently, um,
which doesn't make any sense.
And I've had these like crazy conversations
with the regulators that, uh,
seem like a Franz Kafka novel, uh, where,
where I'm like,"Well, look, we, we have,
you know,
billions of kilometers of data that shows that
FSD increases safety."
Um, and they're like,"Well,
we have to have all these committee meetings."
I'm like,"Yeah,
but people's lives are at stake here."
So definitely a pressure from our, uh,
eu- customers in Europe to,
to push the regulators to approve would be
appreciated. Um,
and then we have partial approval in China,
and we hopeful, hopefully will have, uh,
full approval in China, uh,
around February or March or so.
That's what,
that's what they've told us.
Uh, yeah. But, uh,
yeah, the, the fact,
the fact that every Tesla car is capable of
full self-driving, every car we build
and have built for the last several years is
capable of, uh, full self-driving is,
is pretty wild.
And most people don't, don't know that.
So, um, and then we've got the,
the first car that is specifically built for,
uh, uh, unsupervised full self-driving to,
to be a robo-taxi.
It's called the Cybercab.
It doesn't even have pedals
or a steering wheel.
Um, yeah.
So n- no ...
There's no side view mirrors.
There's no ...
Yeah. So it's, it's ...
And,
and it's very much optimized to min- for,
for the lowest cost per mile in auto- in autonomous
mode. Um,
and that production is happening right here
in this factory,
and we'll be starting production in April next
year.
So the, the way that, um,
Cybercab is designed is it's, it's,
it's designed, uh,
obviously for a purely autonomous world,
but also the manufacturing system is, uh,
unlike any other car.
Uh, it ...
The manufacturing system of the Cybercab,
it's, it's sort of ...
It's closer to a high volume consumer electronics
device than it is a,
a car manufacturing line.
So the net result is that I think we should
be able to achieve-I think ultimately less
than a- a ten-second cycle time,
basically a unit every 10 seconds.
Uh,
maybe ultimately take a few years to get there,
but it's theoretically possible to get to a
five-second, uh, production time. And, um,
so- so what that would mean is you could get
on- on a- on a line that would normally produce,
say, 500,000 cars a year at, uh,
a- a one-minute cycle time, uh,
like Model Y,
the- this- this would be maybe as much as,
you know, two or three million,
maybe ultimately, you know,
it's theoretically possible to achieve a five
million unit production line, uh,
if you- if you can get to the five-second cycle
time. So...
It's a lot of cars.
So th- these will be everywhere in the future.
Um,
And we wanted- we wanted it to look futuristic,
so like it changes the look of the roads.
Um,
Now, the- yeah, um...
The ingredients,
when you look at- at- at what Optimus is- what's
required to make Optimus
and the various ingredients, uh,
what do you need to do to make- to do high
volume, uh, humanoid robot production?
I think it's worth considering that really
the cars we make are already robots,
but they're f- four-wheeled robots.
So Tesla is already the biggest robot manufacturer
in the world because every car we make is
a robot. Um,
and when you break down to the fundamental
elements,
you've got- you've got batteries,
power electronics, uh, motors, um,
gearboxes, you've got, uh, you know,
connectivity, uh,
you've got a- a vision-based AI.
Hi Optimus.
Um, and, um, you know,
all the various pieces that you need for a
humanoid robot, you need the AI chip,
you need the AI software,
you need to be able to manage a large fleet.
And, um, and so really,
Optimus is a robot with arms
and legs as opposed to- as opposed to a robot
with wheels.
so...
you know, Tesla's ideally suited, I think,
to- to make- to succeed in this arena.
Um,
You- you- you will see certainly many, uh,
companies showing demonstration robots.
There's really three things that are super
difficult about robots.
One is the engineering of the forearm
and hand, uh,
because the human hand is an- an incredible,
incredible thing actually.
It's super dextrous.
So e- uh,
engineering the hand really well, the, uh,
real-world AI,
and then volume manufacturing.
Those are generally the things that are missing,
one
or more of those things are missing from other
companies. Um,
so Tesla is the only one that has all three
of those. Uh, yeah. So yeah.
So this is the Optimus kind of, uh,
initial...
It's kind of the prototype production line.
The- the high volume production line will be
very automated obviously,
but this is- this is really the production
line that we use to make the prototypes so
you can get a sort of rough sense for what
it takes to build the robot. Um.
Got to pull the finger.
Um, and then as I've said before,
I think once we reach about a million units
per year, uh, of sustained production
or in excess of that,
I think probably the cost of production,
Uh,
is around 20,000 in current year- current year
dollars.
So this will be certainly very affordable.
Um, and, uh, yeah, like I said,
I think O- Optimus will ultimately increase
the size of the economy probably by a factor
of 10 or more. Um, you know,
next year we start production with Optimus
Version 3.00. Uh,
this- what you're seeing here is Optimus Version
2.5.0. The Optimus 3.0
is- is an incredibly good- good design.
The Tesla engineering team is amazing.
Um, when you see Optimus 3.0- ...
Yeah.
Uh,
you- it will seem as though that there's someone,
like a- like a person in a robot outfit,
Um,
which is how we started with Optimus.
Um,
it really is going to be something special.
Um, and then Optimus, uh, Optimus 4.0,
you know,
that- that ho- hopefully starts production
in '27, and then Optimus 5.0 in '28.
So it's kind of like an annual release cycle
with significant improvements, uh,
w- with each one and- and-...
gigantic in- increases in the scale of production.
So, yeah.
So, s- sustainable abundance via AI
and robotics,
that's the future we're headed for.
And as w- as w- I think most people here know,
the safety statistics show that w- uh, uh,
miles driven on FSD are much safer than miles
driven with- without it. So, uh,
what this will translate to ultimately is saving
the lives of millions of people, uh,
and preventing hundreds of millions of accidents.
So, a massive increase in the c- in, um,
you know, lives saved and,
and tragedies avoided.
Uh, it's gonna be amazing.
And how many people here have tried 14.1?
Okay.
All right, cool.
Um, yeah, you can see the,
even with the point releases,
it's getting quite a bit better.
It should be pretty smooth at this point.
Um, but really, 14.2 is,
th- there are major changes with 14.2
and then 14.3.
Um, and, uh, I think,
I think by 14.3 is when we're,
we'll really be at the point where you can
just, uh, pretty much fall asleep
and wake up at your destination.
so...
um, and then,
I've been putting a lot of time into the new
T- uh, Tesla chip design, uh,
because in order to have a functional robot,
you have to have a great AI chip.
Um,
and it needs to be an inexpensive chip,
and it needs to be very power efficient.
So, we, we, we believe the, uh,
AI-5 chip will be probably about a third of
the power of, uh,
say something like a Blackwell, um,
NVIDIA Blackwell, which is a great,
a great chip.
Um, for roughly sp- uh,
comparable performance.
Um, and ab- and,
and much less than 10% of the cost.
so...
uh, th- this is a chip that is,
that is very much optimized for the Tesla AI
software stack. So, it's, uh,
it's not meant to be a general purpose chip.
It's meant to be an amazing chip for the Tesla
AI software. Um, and, uh, I mean,
a couple things that I think make, like,
how is Tesla able to achieve s- such an improvement?
I think it is because, uh,
b- because we are specialized.
We're not trying to, s- you know,
NVIDIA has to serve the super set of all past
and future customers.
So, all of their requirements,
all of the software that they've written has
to work,
which is a very difficult problem.
Um, whereas, uh,
we just need to make it work for our software.
Um, and, and so we,
we were able to simplify the chip dramatically,
um, and then we, we also ha- uh,
I think we're unique in this, but, like,
we, we have an integer-based, uh, system.
Um,
and integer operations are fundamentally more
efficient than floating point operations.
So, we can do floating point, but we,
but the vast majority of,
of our inference is done in integer.
Um, which is,
if you're fam- familiar with sort of logic
gates, like the simplicity of, of integer,
and, uh, it's,
it's f- integer is much more power efficient,
much more silicon efficient, um,
but you have to,
you actually have to train for, uh,
integer, uh, inference,
which ev- everyone else is training for floating
point. Um, those,
that's kind of like a niche technical detail,
but it's actually very important.
So, um,
yeah, this, this is,
this is gonna be a great chip.
Um, so this, this chip will be, um,
made in, basically in f- in four places.
Uh, TSMC Taiwan, Samsung Korea,
TSMC Arizona, and TSMC Texas.
Um,
and, and we already know, uh,
what improvements to make for AI-6, so I,
I, I'm hopeful that we can,
within less than a year of AI-5 starting production,
we can actually transition in the same fab
to AI-6. And, uh,
double all of the performance metrics.
so...
I, I'm super hardcore on chips right now,
as you may be able to tell.
Um, I got chips on the brain.
I dream about chips.
Literally.
Um, I can, I can draw the, the, the,
you know, the, the,
at least the broad brushstroke physical design
of the AI-5 chip by,
off by heart at this point.
Um, it's, it's, it's a good chip.
It's a good chip, sir.
Um, so that's, this is,
this is really key.
Um,
now,
one of the things I'm trying to figure out
is, how do we make enough chips?
Um, so,
Uh,
you know, I,
I have a lot of respect for our, the, the,
the Tesla partners, TSMC and Samsung. Um,
you know, maybe we'll,
we'll do something with Intel.
Uh, we haven't signed any deal,
but it's probably worth having discussions
with Intel. Uh, but, um-Even
when we extrapolate the best case scenario
for chip production from our suppliers,
uh, it's still not enough. So,
I think we may have to do a Tesla terafab.
so...
it's like giga, but way bigger. Um,
I,
I can't see any other way to get to the volume
of chips that, that we're looking for. Um,
so I think we're probably gonna have to build
a gigantic chip fab.
What? It's gotta be done.
So anyway, uh,
some of the stuff I've already talked about.
Um, yep, we've, we've, uh,
done a tremendous amount towards sustainable
energy, um, and that, uh,
that's only gonna grow over time.
Um, the world is moving towards a,
a solar battery economy, um,
which is ultimately the...
That- that's- it's where,
that's where it was gonna go anyway,
but what Tesla's done is accelerate, um,
accelerate that outcome.
Um,
sometimes people don't understand quite how
much energy comes from the sun.
So the sun is 99.8% of all mass in the solar
system. Jupiter being . 1%
and then .1% is miscellaneous.
Uh,
Earth being in the miscellaneous category.
Um, so the, the total amount of energy...
Like, so sometimes people want, say like,
"Well, we'll,
we'll build the fusion reactors on Earth."
It's like, well,
actually the giant fusion reactor in the sky
is basically impossible to beat, um,
to such a degree that even if you, uh,
could burn Jupiter in a thermonuclear reactor,
the amount of energy produced by the sun would
still round up to 100%.
That's how much energy the sun produces.
So solar power is necessarily the future,
um, and I think, uh,
there's gonna be a lot of solar powered AI
satellites and, um,
I think Tesla's gonna play a role in that.
Um,
we've obviously refreshed the product line,
so S, 3X, Y. Uh, if, uh,
if people haven't tried the Model S, 3,
X or Y, uh, or the Cybertruck,
I recommend at least getting a test drive
or a test ride as the case may be.
Try out the Full Self-Driving, um,
and I think you'll be blown away.
To those who do not...
if you might be listening
and don't have a Tesla,
you should try one.
Um- So...
And of course, we've got the, uh,
Cybertruck,
which is the toughest truck of all time.
Uh, it's literally bulletproof, f- uh,
faster than a Porsche 911
and can out-tow a Ford F350.
So it's a, it's a great car,
great truck.
Um, and then starting next year, we, uh,
we manufacture the Tesla Semi, so...
This, this is already...
We, we already have a lot of, um,
prototype Tesla Semis in operation.
Uh, PepsiCo
and other companies have been using the Tesla
Semi for quite some time. Um,
but we will start volume production, uh,
at our, um, Northern Nevada factory, uh,
uh, in 2026. So we've got,
we've got two big products or three,
three massive products starting production
next year. We've got Optimus, we've got,
uh, Tesla Semi,
and we've got the Cybercab.
And then battery packs.
So the, uh, if you, if you look at total,
uh, US power generation capability,
it's roughly a terawatt, um,
but the average power usage is less than half
a te- a terawatt and that's because there,
there are big differences in power usage,
uh, between, uh, day and night. So the,
the, the daily
and seasonal variations in power consumption
mean that, uh, the United States and,
and really every country is only using about
half...
is only producing about half as much electrical
energy as it could because without batteries,
there's no effective way to buffer the energy.
Um, so what batteries actually enable is,
Uh,
even if you don't build any incremental power
plants,
you could double the energy output of the United
States just with batteries. Uh,
this is a super big deal, um, and in fact,
I think that's really where most of the incremental
energy production in the United States is
gonna come from. It's literally batteries.
So a bigger deal than it may seem.
And then we've got...
We, we keep, uh,
improving the battery design, so the, the,
the Megablock,
which makes it really easy to deploy battery,
uh, u- utility scale batteries. Um,
so we've, we've just simplified and,
and brought more of the components to be internal
to the battery, so you can just show up
and drop off a battery and it works.
Um, and then, uh, hopefully with, uh...
Well, not hopefully. We...
Over time, we will actually add, uh, more
and more of the power electronics so that,
uh, Megapack will actually be able,
able to output up to 35 kilovolts directly
. Um,
so y- you won't need a substation is what I'm
saying.
You can just literally drop it off,
kind of like the way that a power wall,
you just connect it to the house,
the utility wires go in one side
and the other side goes to the house mains,
and that's it.
Um,
so we wanna get Megapack to the point where
you just literally take the- the utility wires
and you plug them in and it just works,
so...
Then we've got, uh, the ...
We've also built the world's largest Supercharger
network.
So we do a lot of things here at Tesla.
Um, that's, uh, the biggest, uh,
S- Supercharger network, uh,
in- in the world by far.
Uh, and, uh,
ultimately you'll be able to go anywhere on
earth using a Tesla Supercharger.
And it's-
and it's all pretty close to anywhere on earth,
but it's, uh, you know,
it's gonna be ultimately just anywhere.
It'll just work anywhere.
So, um,
the- the Supercharger team has done,
done great work expanding that
and improving the efficiency of the Supercharger
network. Um, and, uh,
in- in North America th- they did such a good
job that the, uh, uh,
the other car companies basically said,
well,
they'll just use the Tesla Supercharger network.
Like- like, okay, sounds good to us.
Um, you know,
I- it's always important to have a- a sli-
a slide on safety in the factory,
so we continue to improve, uh,
safety for our factory workers.
We're,
we care a lot about their wellbeing, um,
and, uh, you know...
L- like one way you can just tell, like,
if- if a company is a good company or not,
if you- if you just walk through the factory
or walk through the office
and catch the vibe.
And, like,
the vibe in the Tesla factory is- is- is good.
People are happy.
you know,
that's how you know it's a good company.
Um,
we- we've also put a lot of investment into,
uh, raw materials. So, um, the, uh,
w- we've- we've built in- in South Texas,
in Cor- Corpus Christi, uh,
the biggest lithium refinery, um,
outside of China, I believe.
Uh, so it's, it's gonna ...
It's starting off with- with 50, uh,
gigawatt hours of- of- of lithium, uh,
and we'll expand from there.
So this is, uh,
very- very important to have, uh, um,
you know,
in a worst case scenario that we have the ingredients
necessary to make a battery.
Very important.
Um, and, uh,
and then we've got here on this site the- the
cathode, uh, factory,
which is just the sort of giant building,
uh, about a half mile that way. Um, and,
um, we're just making sure that we,
from a supply chain standpoint, uh, are,
resilient against any potential geopolitical
challenges.
And then also at this factory,
we also make the 4680 cell, uh,
which is getting better and better.
Um, and that 4680 cell, uh, will be used,
uh, in the Cybercab, Cyber ...
It is being used in the Cybertruck
and will be used in the, in the Cybercab,
um, and also in Optimus.
So that, that's going well.
Uh,
but we continue obviously to s- get cells from
many suppliers.
It's kind of like the- the chip fab thing.
We'll- we'll take as many chips as our suppliers
can provide us, but then beyond that,
if they can't provide us with any incremental
cells or chips,
we- we kind of have to make them ourselves
or we get stuck.
That's the, uh, Tesla Semi factory.
So it's gonna,
it's gonna be pretty cool to see these going
down the road and scale.
Yeah.
So that's, that's the, that's the basic,
uh, plan. Sustainable abundance for all.
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