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dragontamer

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Elon Musk insists Tesla isn’t a car company as sales falter (finance.yahoo.com)

submitted 7 months ago by dragontamer to c/realtesla

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As Tesla car sales faltered, Musk delivered an optimistic pivot: Tesla isn't a car company.

This is a decent summary of the earnings call. The car sales were down and boring. Elon didn't like talking about those. Instead, the bulk of the earnings call was on Robotaxis, AI, and Optimus (bipedal robot).

Yes, a throwaway line on Model 2 was also mentioned, but its unclear what the specific plans for that are. Cybertruck and Tesla Semi were also discussed, but not Roadster.

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[–] dragontamer 4 points 7 months ago* (last edited 7 months ago)

There's an entire legion of dead battery companies (ex: A123, now acquired by some Chinese company) in the 2010s. A123 was the company making the batteries for the Chevy Spark EV, for example.

I don't think pointing out the (now virtually dead) US Battery supplier market is where you want to go.

Note: cells and batteries are different. Tesla has fine battery tech (overrated, but fine). "Cells" are purchased from Panasonic or CATL. Cells are chemistry, batteries are electronics (hooking cells together and having safety computers balancing voltages, currents, and other attributes).

Tesla did dip into 4680 cells / chemistry, but has basically failed at it so far. Only their batteries (ie: buying Panasonic or CATL and then putting them together) has been successful. But that's where many other companies came and died in 2010s in practice.