ELON MUSK CONFIRMS NEW TESLA AT EARNINGS CALL

EV Channels Review

This video provides a comprehensive overview of Tesla's Q1 2022 earnings call, highlighting record profitability and significant production updates. Key takeaways include the commencement of Model Y deliveries from Giga Texas and Giga Berlin, with Texas producing its first vehicles using 4680 cells and structural battery packs, albeit initially for employees in a standard range configuration. The report clarifies that Giga Texas and Giga Berlin will initially produce Model Ys with both 2170 and 4680 cell packs, a strategic move to avoid battery supply constraints. The video also touches upon the controversial decision to remove the mobile connector from new vehicle deliveries, the subsequent price reduction and ordering adjustments, and new premium features appearing on Model Ys from Giga Shanghai, such as carpet liners and rear door lights. Elon Musk's ambitious targets for Cybertruck (2023 volume production) and a dedicated Robotaxi (2024 volume production) are also discussed, alongside the expansion of Tesla Insurance into new states. The reviewer notes Tesla's significant cost advantage in Supercharger deployment compared to competitors.