Tesla has announced in the context of the Q4 2024 Earnings Call not only talked about vehicles and FSD, but also provided important updates on the topics of Tesla Semi, energy storage, solar roof and long-term strategies were given. Here are the most important insights.
Tesla Semi: production ramp-up begins at the end of 2025
Tesla drives the production of its all-electric truck, Tesla semicontinues to make progress. The special Semi factory is taking shape:
- The roof was completed last week
- Mechanical equipment will be installed in the next few months
- Mass production will start at the end of 2025 / beginning of 2026
Why is the Tesla Semi so important?
- Driver shortage: There is an acute shortage of truck drivers in the US as many are leaving the profession.
- High stress levels: Truckers work long hours, and the job is physically demanding.
- Autonomous future: Tesla sees autonomy as a solution to the growing demand in freight transport.
Once mass production is up and running, the Tesla Semi could be a 12 billion dollar a year business. a year.
Energy storage: the silent revolution in Tesla
Elon Musk emphasized that energy storage is one of the most important business areas of Tesla will. The market is growing rapidly - the need for storage is doubling in the coming years.
Why is this so important?
- Most electricity grids do not have storage solutions - Power plants are designed for high peak loads instead of providing constant energy.
- Tesla Energy storage systems make it possible to double the available energy in the grid.
Tesla Megapack & Powerwall on the rise
- Tesla Mega Shanghai is growing rapidly - production is being greatly expanded.
- A third gigafactory for stationary storage is plannedbut the location is still unknown.
- Powerwall & Megapack remain essential for the energy transition.
Elon Musk also made it clear:
➤ Tesla Will not divert batteries from vehicle production to produce energy storage. Both areas are to scale independently.
Solar Roof: Tesla does not give up
The Solar Roof remains part of Tesla's strategy for the future. Even though it has not yet been sold in large numbers, the Tesla in it a premium solution for homeownerssimilar to the Model S and Model X.
The goal:
- New versions of the Solar Roof are currently under development.
- Perfect solution for new buildings and roof renovations.
- In combination with the Powerwall, the Solar Roof makes houses energy self-sufficienteven if the power grid fails.
Why Tesla does not use LiDAR technology
Elon Musk reiterated that LiDAR is not the right way forward for autonomous vehicles. His arguments:
- LiDAR does not work in fog or bad weather.
- People also drive without LiDAR - we use our eyes and our brains.
- Tesla's camera-based AI can be used anywhere in the world, without expensive map data.
For comparison:
- SpaceX uses LiDAR for certain space projects - but only because there is no alternative solution.
- It is not necessary for road trafficbecause Tesla one generalized AI that can navigate in any traffic area.
Tesla & the future of industry: more focus on production instead of office work
Elon Musk criticized the fact that in the USA too many talents go into the financial and legal sector - and too few in the production of technology. He calls for a return to innovative strength in manufacturing.
Tesla sees the future in:
- Autonomous vehicles & robotics (Optimus, FSD)
- Energy storage & sustainable energy
- Electric aircraft in the long term
Tesla remains optimistic despite regulatory challenges
Even if the political framework conditions change (e.g. subsidies for electric cars), the Tesla, that the transition to electromobility can no longer be stopped - just like the transition from the horse to the automobile.
Conclusion: Tesla Focus on autonomous mobility & energy transition
The Tesla semi-productionthe rapid expansion of the energy storage division and the long-term visions for Solar Roof and Robotics show that Tesla is far more than a car manufacturer.
With these plans Tesla not only the car market, but also the revolutionize the global energy infrastructure.
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