Tesla Q3 2020 Earnings Q&A — Audio Answers
RETAIL INVESTOR ASKS
Question
Is Tesla planning to start 4680 cell production at Giga Berlin at the same time as vehicle production? Can Tesla share more information on what products will use the battery cells from the pilot line in Fremont?
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Question
Does Tesla’s tabless cell design allow for significantly higher peak charging rates? Does it improve the required taper curve?
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Question
Would FSD every be able to be transferred to our next vehicle or pay a transfer fee? It would add to brand loyalty. The same way gaming companies and cell phone companies keep you in their ecosystem by letting you transfer purchases to upgraded hardware
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Question
What are the remaining constraints to be solved for Solar Roof installations to ramp significantly?
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Question
You recently referred to Tesla as a conglomerate of start-ups. Other than manufacturing Electric Cars, what do you suppose will be the most valuable business units within Tesla over next 5–7 years? Could you envision any of them ever spinning out from Tesla?
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INSTITUTIONAL INVESTOR ASKS
Question
As a bridge to the ride-hailing network, could you leverage the insurance product to give customers the ability to rent out their vehicle via the app, thereby enabling the car to make money for them? [So basically a proprietary version of Turo].
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Question
Residential energy use accounts for roughly the same magnitude of carbon emissions as road transport. Today’s boilers and aircon units are profoundly unsexy. Could you elaborate on hints that HVAC advances with the Y could also find use in a domestic system?
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Question
If meeting your long-term volume targets requires price reductions that preclude you from achieving your LDD% stated margin targets for the auto business, will you still reduce prices accordingly?
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Question
At what point do you expect to have enough internal or external battery capacity to start ramping up stationary storage deployments again?
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Question
Manufacturing is hard. Delays happen. What contingencies do you have in place to ensure that bottlenecks you might encounter while ramping internal cell production will not preclude your ability to hit your Y production volume targets in Berlin and Texas?
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