Here's the full breakdown of Elon's presentation, including Q&A session, at the 2024 Tesla Shareholder Meeting earlier today.
INTRODUCTION
1:36 FSD improving exponentially
4:04 How robotaxi will work
7:08 Autonomy could add $5 trillion value
8:37 Optimus could add $20 trillion value
PRESENTATION
12:54 Tesla's impact accelerating
15:38 6 millionth vehicle
16:48 Cybertruck
19:11 Updated Model 3
20:02 Model Y bestselling car
20:39 Tesla Semi starting volume prod
22:44 Future products
23:22 Supercharger network
25:44 4680 battery cell production
28:08 Huge energy storage growth
30:39 Software at Tesla
31:56 Real-world AI
32:42 Chips: HW3, HW4, Optimus
37:31: AWS-type opportunity
39:21 FSD getting extremely good
43:50 Optimus progress & perspectives
Q&A
51:08 A thanks to Elon
52:28 Regular free trials for FSD
54:10 Disneyland & statistical FSD risk
56:57 Tesla valuation: 10X by 2029
58:07 Referral program
1:00:37 FSD transfers one more quarter
1:02:03 Elon's well-being & security
1:05:08 HVAC for homes
1:06:29 Factory tour for kids
1:08:07 Donald Trump fan of Cybertruck
1:09:24 Interventions for unsupervised FSD
1:10:54 Shoutout to @TeslaBoomerMama
1:11:33 Batteries only fraction of car price
1:15:35 Cybertruck could go international next year
1:19:09 Cybertruck Foundation series
1:19:45 Data collection & compute
1:26:47 Optimus to be equipped with LLMs
1:28:17 Optimus will be generalized
1:31:22 Elon helps accelerate Tesla
1:33:49 Parking & charging close to Starbase
1:35:28 Lithium refining
1:38:03 Suggestion: Deliver Teslas at night
Starlink is available on all 7 continents, in over 60 countries and many more markets, connecting 2M+ active customers and counting with high-speed internet!
Thank you to all of our customers around the world 🛰️🌎❤️ → https://t.co/D6L8BSisQq