What you will not hear from the mainstream media

The first post I wrote covering Tesla was in January 2022. I wrote about Tesla’s Q4 2021 earnings call. On that day I was locked out of my office (my laptop was locked inside) and there was a Pepsi just sitting there for me to enjoy. I remember calling my friend Johnna Crider that day and we talked until someone opened the doors. I still have that Pepsi bottle to remind me that “there is a lot of work to do, don’t get locked out!” I’ve been writing ever since about one of the best companies in the world: Tesla. 

Tesla Q4 Earnings Call

Cybertruck owners love the feel and utility of their vehicles. Tesla built a truck with safety, speed, luxury, utility and performance in mind. You might wonder about deliveries. Are people taking delivery who made reservations years ago? The answer is yes, a Tesla executive explained that Cybertruck’s reservation-to-order conversion rate has been very promising, and if the trend continues, “it is expected that all 2024 builds will be sold out soon. New orders are also anticipated after the launch. The order numbers are increasing, and the team is working hard to ramp up production to fulfill the demand and decrease wait times.”

“Obviously,” Elon Musk said, “we could dramatically raise the price, but that doesn’t feel right to us to (price) gouge people for early delivery.” Elon estimates Tesla will produce around a quarter million Cybertrucks per year in North America, possibly more. 

2024 is the year of the Cybertruck, and it is a head-turner

“You know, there’s some very good trucks on the road, but if you were to switch out the brand name, you wouldn’t hardly know which company made them. But you definitely would know the Cybertruck. That’s our best product ever.” – Elon Musk

Mini-Timeline: October 7, 2021: Elon Musk officially announces that the Tesla HQ will be located in Austin, Texas.

January 26, 2022: Full-year 2021 financial results reveal that making electric cars is more profitable than making combustion engine cars.

January 25, 2023: Uncertain times did not slow down Tesla. Giga Berlin and Giga Texas joined Giga Shanghai in the production of Model Y, and within months the vehicle became a top seller! 

January 25, 2024: Cybertrucks hit the roads in the USA. Model Y surpassed expectations and became the global best-selling car. Gasoline cars fell behind for the first time.

Tesla Energy

Exciting News: Tesla announced that moving forward they will start reporting Tesla Energy volumes in their production and delivery releases. This is good because Tesla Energy has demand signals globally for their Megapack. Growth is almost guaranteed to be strong and consistent through 2024 and 2025. Tesla expressed gratitude to their partners throughout the world for their trust in the Megapack team and gave personal thanks to the engineering and production teams for their outstanding 2023 performance. The Lathrop facility will double its capacity from 20 to 40-gigawatt hours by the end of the year with the operation of a second final assembly line. 

Growth for big battery production has been much faster than the car business. Elon emphasized, “The energy storage business delivered nearly 15-gigawatt hours of batteries in 2023, compared to 6.5 gigawatt hours the year before. Tremendous year-over-year growth, triple digits. I think we’ll continue to see very strong growth in storage as predicted.”

Many people are pleased that Elon Musk speaks often about Tesla’s progress and plans. This transparency is rare for big companies. Enjoy his opening remarks.

“The Tesla team did an incredible job in 2023. We achieved a record production and deliveries of over 1.8 million vehicles, in line with our official guidance. And in Q4, we’re producing vehicles at an annualized run rate of almost 2 million cars a year.

This was a phenomenal achievement. Looking at just the Fremont Factory alone, we made 560,000 cars. This is a record. In fact, it’s the highest-output automotive plant in North America.

And people are often surprised that the highest-output car factory in North America is in the San Francisco Bay area. It’s a little counterintuitive, perhaps. And it’s had an incredibly positive impact on that entire area. What would have been a rundown strip mall is the highest-productivity car plant in the Americas.

Think about that. It was derelict when we got it, and now, it’s the most productive plant in this entire part of the world, and it’s enriched the community in so many different ways. It’s really a gem. I’m super proud of the people that work there.

Model Y became the best-selling vehicle globally as predicted, and the best-selling vehicle of any kind, not just electric vehicles, with over 1.2 million units delivered. There’s a lot to look forward to in 2024. Tesla is currently between two major growth waves. We’re focused on making sure that our next growth wave driven by next-gen vehicle, energy storage, full self-driving, and other projects is executed as well as possible.

To close this blog post, I’d like to share with you my imaginary futuristic scenario, inspired by listening to the live stream.

In the year 2032, the world has entered an era of sustainable living and tech advancement, thanks to the visionary leadership of Tesla, Elon Musk, and its pioneering innovations. The family of the future is happier and more connected than ever before, as they enjoy the fruits of an earth transformed by clean energy and intelligent automation.

Thomas and Victoria arrive home in their sleek, self-driving Cybertruck, accompanied by four of their children. The family’s home is a testament to the power of technology, with a clean and inviting atmosphere that has been meticulously maintained by their trusty Tesla Optimus bot.

As the sun sets on the horizon, Victoria opens the smart curtains, revealing a breathtaking view of the city skyline. The temperature is a comfortable 65°, and the family decides to enjoy their dinner on the patio by the pool. The pool is heated by solar energy, a resource that powers the entire city through a network of Tesla Megapacks strategically placed on the outskirts. These big batteries store energy when the sun is not shining and the wind is not blowing, ensuring a constant supply of electricity.

After a delicious meal, the family of eight disperses to pursue their passions. The children immerse themselves in reading, creating art, and engaging in virtual reality gaming experiences, all powered by renewable energy. Meanwhile, the fully charged Optimus bot cheerfully takes care of the post-dinner cleanup, leaving the kitchen spotless and preparing the coffee machine for the next day’s caffeine fix.

As we reflect on this futuristic scenario, it’s clear that Tesla’s groundbreaking innovations have not only made our lives more convenient but also more sustainable and connected. The future is bright, and we have Tesla to thank for helping us to live in harmony with our planet and one another.

Gail Alfar, author. Exclusive to Gail Alfar. All Rights Reserved. My goal as an author and podcaster is to support Tesla (the most American vehicle manufacturer) and Elon Musk in both making life better on Earth for humans and becoming a space-fairing civilization.

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