LIVE: TESLA Q4 EARNINGS CALL 2023

EV Channels Review

Tesla's Q4 2023 earnings call highlighted a record year for production and deliveries, surpassing 1.8 million vehicles, with the Model Y achieving global best-seller status. Elon Musk emphasized the company's position between two major growth waves, focusing on next-generation vehicles, energy storage, FSD, and Optimus. The new Model 3, described as significantly quieter, more refined, and longer-ranged, is now available globally. Significant advancements in AI and robotics were discussed, particularly the new FSD version 12, an end-to-end AI rewrite, and the potential of the Optimus humanoid robot. The company also detailed progress on its low-cost next-generation vehicle platform, expected to begin production in the second half of 2025, featuring revolutionary manufacturing technology. While acknowledging the challenges of scaling new technologies like the 4680 battery cells and Dojo supercomputer, Tesla expressed confidence in its long-term trajectory, aiming to become the world's most valuable company through continuous innovation in manufacturing, AI, and energy storage.