Tesla’nın Geleceğini Nasıl Görüyorum?

Summary

Elon Musk's ambitious vision for Tesla was highlighted in a recent shareholder meeting, where he discussed the potential for a 10x increase in the company's value based on vehicle production and the introduction of the Optimus humanoid robot. Musk emphasized Tesla's progress in software engineering and AI, positioning the company as a leader in real-world applications. Despite financial indicators showing a decline since the beginning of 2023, Musk's optimism and the company's innovative projects, including autonomous driving and the Cyber Truck, continue to inspire confidence among investors.

Takeaways

• 💰 Elon Musk recently reaffirmed a massive $46 billion compensation package, which was initially approved in 2018 with the expectation that Tesla's market cap would exceed $500 billion.
• 📈 Despite facing criticism and a legal challenge that led to a judge calling the compensation package 'excessive', Musk's performance goals were met, and the package was re-approved by investors with over 70% approval.
• 🤖 Musk introduced the Optimus humanoid robot, designed to perform a variety of tasks, with the ambitious goal of producing them at a cost of around $10,000 each, potentially generating a trillion dollars in profit for Tesla annually.
• 🚗 Tesla achieved a significant milestone by producing 6 million vehicles in total, with the fleet expected to grow to over 7 million by the end of the year.
• 🏭 The Tesla Factory in Fremont is now the highest volume auto factory in North America, breaking previous production records.
• 🚚 The Cyber Truck has begun shipping, debunking skeptics who doubted its production, with a weekly record of 1,300 units shipped.
• 🛠️ Tesla is not just a car company but also a significant software company, with about half of its engineering focused on software development, including AI and full self-driving capabilities.
• 🌐 Tesla is a leader in real-world AI, with its software for energy storage, car control, and other systems being superior to any other company's, including Fortune 500 businesses.
• 🚕 There are plans for new Tesla products, including autonomous taxis and other vehicles, which, although might seem strange at first, are expected to be highly successful.
• 🔋 Tesla is vertically integrated in battery production, manufacturing its own cells, which is a significant advantage over competitors who are not as integrated.
• 📉 Tesla's financial indicators have been declining since the beginning of 2023, with factors such as revenue, free cash flow, gross profit, net profit, and net margin all showing a negative trend.

Q & A

What was the main topic of discussion in Elon Musk's recent shareholder meeting?

The main topic of discussion was the approval of Elon Musk's compensation package, the achievements of Tesla, and the future plans including the development of the Optimus humanoid robot, Cyber Truck production, and the company's software capabilities.

What was the value of Elon Musk's compensation package that was approved?

Elon Musk's compensation package is valued at 46 billion dollars.

What was the initial reaction of investors to Elon Musk's compensation package in 2018?

In 2018, a similar compensation package was approved, and at that time, Elon Musk's promises seemed very ambitious, with the company's market value being around 30 billion dollars.

What was the outcome of the lawsuit filed by an investor against Elon Musk's compensation package?

A judge, considering the compensation package as excessive, canceled the package. However, Elon Musk went back to the investors and got the package re-approved with over 70% approval.

What is the significance of the Optimus humanoid robot in Tesla's future plans?

The Optimus humanoid robot is intended to be a versatile companion capable of performing various tasks, such as babysitting, teaching, and factory work. Elon Musk believes that everyone will want one and that it could generate a trillion dollars in profit for Tesla annually.

How many Optimus robots are currently operational in Tesla's facilities?

As of the script's recording, there are two Optimus robots in Tesla's Fremont Factory doing tasks, and several are being tested in their offices in Palo Alto.

What is the current status of Tesla's Cyber Truck production?

Tesla has started shipping Cyber Trucks and has achieved a weekly record of 1300 units, with plans to increase production to meet demand.

What is Elon Musk's prediction for the number of Optimus robots working at Tesla next year?

Elon Musk predicts that next year, there will be over a thousand, possibly a few thousand, Optimus robots working at Tesla.

How does Elon Musk describe Tesla's software engineering capabilities in comparison to other companies?

Elon Musk states that Tesla is as much a software company as it is a hardware company, with its internal software being superior to any other company, even better than most Fortune 500 companies.

What is Tesla's position in the field of real-world AI according to Elon Musk?

Tesla is the leader in real-world AI, with its software taking in video and making decisions based on it, a capability that no other company comes close to.

What is the significance of Tesla's internal software, according to the script?

Tesla's internal software, referred to as the Tesla operating system, is described as being head and shoulders above what any other company has, indicating a significant competitive advantage.

What are some of the future projects that Tesla is working on, as mentioned in the script?

Tesla is working on several new projects, including autonomous driving, robotaxis, and the development of new vehicle models, one of which is an autonomous taxi, another that resembles a minibus, and an undisclosed third model.

What is the current financial situation of Tesla, as per the script?

Tesla's financial indicators, such as revenue, free cash flow, gross profit, net income, and net margin, have been declining since the beginning of 2023 due to economic issues in the U.S., including rising interest rates and decreased consumer spending power.

What is the potential impact of Tesla's Cyber Truck on the company's financials, according to the script?

The Cyber Truck is expected to significantly contribute to Tesla's financials, with production expected to reach 100,000 to 200,000 units in the coming year, positively affecting the company's revenue and margins.

What is Elon Musk's view on the future of Tesla's stock price, considering the company's current financial situation?

Despite the current financial challenges, Elon Musk remains optimistic about Tesla's future, believing that the company's innovative projects, such as autonomous driving and robots, will drive the stock price upwards once they start generating cash flow.

Outlines

00:00

💰 Elon Musk's Massive Compensation Package Approval

Elon Musk recently re-secured a colossal compensation package worth 46 billion dollars, contingent upon achieving certain milestones. Initially approved in 2018 when Tesla's market cap was around 30 billion, Musk promised to exceed this value to 500 billion. Despite a judge deeming the package 'excessive' and investors taking Tesla to court, Musk's compensation was re-approved with over 70% investor support. This has been a contentious issue, with some investors expressing dissatisfaction. However, Musk's ambitious goals and the company's progress have kept investor confidence high.

05:02

🤖 Advancements in Tesla's Optimus Robot and Cyber Truck

Significant progress has been made with Tesla's Optimus humanoid robot, which is designed to perform a variety of tasks, from childcare to factory work. Two Optimus robots are already operational in Tesla's Fremont factory, and Musk predicts that thousands will be working at Tesla by next year. Additionally, the Cyber Truck, once doubted by skeptics, is now being shipped in large quantities, with a weekly record of 1300 units. The Cyber Truck is highlighted as a unique and potentially very popular product, appealing to a wide audience.

10:05

🚀 Tesla's Broader Vision Beyond Automotive Innovation

Tesla is not just a car company; it is deeply involved in software engineering, with about half of its engineering efforts dedicated to software development. This sets Tesla apart from traditional car companies. The company is also a leader in real-world AI, with its software for energy storage, car control, and self-driving capabilities being superior to other Fortune 500 companies. Musk emphasizes that Tesla's internal software is exceptionally advanced, and the company is working on several new products that are yet to be unveiled.

15:06

🔋 Tesla's Vertical Integration and Battery Production

Tesla has achieved a high level of integration by manufacturing its own cathodes and now producing its own battery cells. This sets Tesla apart from other automotive companies and has been a challenging endeavor. Despite geopolitical issues, particularly with China, Tesla continues to develop its battery technology. The Cyber Truck utilizes these self-produced batteries, and Musk believes that Tesla's advancements in this area will significantly contribute to the company's growth and success.

20:15

📉 Tesla's Financial Performance and Future Prospects

Tesla's financial indicators show a decline since the beginning of 2023, with negative trends in revenue, free cash flow, gross profit, net income, and net margin. Economic issues in the U.S., including increased interest rates, have affected the entire automotive industry, as cars are typically sold on credit. Musk's political statements on Twitter may have also negatively impacted the brand. However, with the Federal Reserve's actions and Tesla's Cyber Truck sales showing an upward trend, there are positive signs for the company's future, although the path to full autonomy and the success of new projects will be crucial for Tesla's valuation.

🌟 Closing Remarks and Invitation for Feedback

The speaker concludes by expressing their love for the Tesla community and reiterating their belief in the company's potential to revolutionize various industries. They acknowledge the challenges and uncertainties but maintain optimism for Tesla's future. They invite questions and comments, emphasizing the importance of an enduring investor base that continues to support Tesla despite the ups and downs.

Keywords

💡Compensation Package

A compensation package refers to the total pay an employee receives, including salary, bonuses, and benefits. In the context of the video, Elon Musk's 46 billion dollar compensation package is a central topic, highlighting his ambitious goals for Tesla and the controversy surrounding executive pay.

💡Investors

Investors are individuals or entities that put money into financial assets with the expectation of generating a profit. The script discusses how Musk's compensation package was approved by investors with over 70% support, indicating their confidence in his leadership and vision for the company.

💡Shareholder Meeting

A shareholder meeting is a gathering of the owners of a corporation to discuss and vote on various corporate matters. The video script mentions a shareholder meeting where the achievements of Tesla are recapped and future plans are shared, emphasizing the importance of transparency and communication with stakeholders.

💡Optimus Robot

The Optimus Robot is a humanoid robot designed to perform tasks that would otherwise require human labor. In the script, Musk discusses the development of the Optimus robot, suggesting its potential to revolutionize industries by taking on a wide range of tasks, from household chores to factory work.

💡Cybertruck

The Cybertruck is an electric pickup truck produced by Tesla. It is mentioned in the script as a product that has faced skepticism but is now being shipped in record numbers, showcasing Tesla's ability to innovate and meet consumer demand for unique and advanced vehicles.

💡Software Engineering

Software engineering involves the design, development, and maintenance of software applications. The script highlights that Tesla is as much a software company as it is a hardware company, with a significant portion of its engineering efforts dedicated to software development, which is crucial for the functionality of its vehicles and energy products.

💡Artificial Intelligence (AI)

Artificial Intelligence refers to the simulation of human intelligence in machines to perform tasks that would normally require human-like reasoning. In the video, Musk emphasizes Tesla's leadership in real-world AI, particularly in the development of autonomous driving systems, positioning the company at the forefront of technological innovation.

💡Profit

Profit is the amount of money remaining after all costs have been deducted from revenue. The script discusses the potential for Tesla to make a trillion dollars in profit annually from the sale of Optimus robots, illustrating the company's ambition to generate significant financial returns from its innovative products.

💡Financial Indicators

Financial indicators are metrics used to assess the financial health and performance of a company. The script mentions Tesla's financial indicators such as revenue, free cash flow, gross profit, net profit, and net margin, noting a decline since the beginning of 2023, which reflects the company's current economic challenges.

💡Model Y

The Model Y is an all-electric compact crossover SUV produced by Tesla. It is noted in the script as having become the world's best-selling vehicle, both in terms of unit volume and dollar volume sales, underscoring Tesla's dominance in the electric vehicle market.

💡Autonomous Driving

Autonomous driving refers to the capability of a vehicle to navigate without human input. The script discusses Tesla's progress in developing autonomous driving technology, with Musk suggesting that the company is on the verge of significant breakthroughs in this area, which could further transform the automotive industry.

Highlights

Elon Musk reconfirmed a $46 billion compensation package, which was initially approved in 2018 with the company's market value around $30 billion.

Investors initially approved the compensation package with over 70% support, despite Musk's ambitious goals for Tesla's market value.

A judge deemed the compensation package excessive and canceled it, leading to Musk seeking investor approval again, which was granted with over 70% support.

Musk's critical comments on the compensation package and his long-term relationship with Tesla, which has been challenging for the past three years.

Since 2021, Tesla's stock has been on a downward trend, but Musk's return to the company with high motivation was seen as a positive sign.

Musk's presentation of Tesla's achievements and future plans, emphasizing the company is not just opening a new chapter but starting a new book.

Belief that Tesla's value could increase more than 10 times based on vehicle sales alone.

Tesla has produced 6 million vehicles, with the fleet expected to reach over 7 million by the end of the year.

Tesla's factory in Fremont is the highest volume auto factory in North America, breaking previous production records.

Introduction of the Optimus humanoid robot, designed to be a versatile helper, with potential to revolutionize various industries.

Musk's vision for the Optimus robot to become affordable and widespread, with the potential to generate trillions in profit for Tesla.

Progress made with the Optimus robot, moving from a prototype to performing useful tasks in the factory.

Cyber Truck production has exceeded expectations, with weekly records being broken and a positive reception.

Launch of the upgraded Model 3, which is highly recommended for its performance and cost-effectiveness compared to gasoline cars.

Tesla becoming the best-selling vehicle globally, aligning with Musk's predictions from 2022.

Musk's tease of new products under development, suggesting they will be special and potentially surprising to the public.

Emphasis on Tesla being as much a software company as a hardware one, with significant focus on software engineering.

Tesla's leadership in real-world AI, being ahead of companies like Google in terms of software making decisions based on video input.

Musk's long-term optimistic vision for Tesla, including the potential for autonomous driving and robotaxis to significantly increase the company's value.

Details on Tesla's financial indicators showing a decline since the beginning of 2023, affected by economic issues in the U.S.

Musk's acknowledgment of potential delays in achieving goals, but his commitment to continue pushing forward with ambitious projects.

Expectations for Tesla's Cyber Track production to reach 100,000 to 200,000 units in the coming year.

Announcement of Tesla's plans to start selling more economical models of the Cyber Track, priced around $70,000.

Musk's confidence in Tesla's semi-trucks and their potential to convince professional customers with their cost and durability.

Tesla's work on new models, including an autonomous taxi and a minibus-like vehicle, with expectations for their success despite initial skepticism.

Musk's discussion on the development of Tesla's own lithium batteries, highlighting the company's integration and competitive advantage.

The potential for Tesla's stock to experience a momentum movement towards $200 if certain uncertainties are resolved.

Musk's call for patience and belief in Tesla's long-term vision, despite the company's current financial challenges.

Transcripts

bu dans 46 milyar dolarlık bir dans

Çünkü Ian musk dün itibariyle 46 milyar

dolarlık dev ücret paketine tekrar

onaylattı kimlere yatırımcılara % 70'in

üzerinde Okey aldı Aslında 2018'de de

aynı paket onaylanmıştı o zamanlar ilan

musk'ın sözleri çılgınca duruyordu

şirketin hisse senei değeri 30 milyar

dolar civarındaydı bunu 500'ün üzerine

çıkaracağını söylemişti onun çok üstüne

gitti testle Bundan dolayı da ilan mas

devasa bir ödül kazanmıştı başka maaşı

almıyor Şirketten Daha sonra ama bir

yatırımcı derde bir mahkemeye başvurdu

ve o ücret paketini derdeki son derece

siyas leşmiş bir hakim iptal etti bunun

üzerine ilan musk hodi Meydan dedi

tekrar gitti yatırımcılara sordu ve %

70'in de biraz üstünde bir Onayla maaş

paketi tekrar onaylandı ama daha da

önemlisi İnanmaz son derece kritik

açıklamalarda bulundu dansını

tamamladıktan sonra benim testlere

ilişkim çok eski çok uzun bir ilişki 3

yıldır da açıkçası acı çekiyoruz bütün

Tesla yatırımcıları gibi bakın Şuradaki

2021'de ki zirveden beri hep aşağı Doğru

giden bir hisse senedi var ama dün sanki

ufukta bir güneş gözüktü gibi elan

musk'ın şirkete yüksek bir motivasyonla

döndüğünü gördük dansta da öyleydi

sonraki konuşmada da öyleydi önlerde de

enteresan planlar var anlatacaklarım ve

yorumlarımı Elbette bir yatırım

tavsiyesi değil Çünkü unutmayın Ben bir

Tesla yatırımcıyı zaten tarafsız da

olmayabilirim ama ilan musk hakikaten

enteresan şeyler söyledi gelin şimdi bir

ilan musk neler söyledi Onu bir

dinleyelim altyazı da ekledim Türkçe

herkes kolayca anlasın diye daha sonra

ona bir iki ilave yapacağız daha sonra

onları yorumlayacak Daha sonra da

yatırım tezimi sunacağım Hazırsanız

and i i Just want to Start Up by saying

Hot damn i love You

Guys

yeah We have the most awesome

shareholder Base i mean it's Just

incredible any public Company it's

incredible Wow

um so and uh you know we've got a a

Great uh sort of sher of meeting Here uh

to recap the achievements of the The

Company and and and tell you about Where

We're Going and it's

i think it's incredible i think We're

uh not Just opening a new chapter for

Tesla We're We're starting a new book

ok i think Just based on vehicle aon We

can We can 10x More Than 10x the value

Of The Company

um i Believe That's what will happen Hey

No it's Just What What do you know it's

it's 420 p.m.

[Kahkaha]

notice

that congrats to the Tesla Team on

making 6 million vehicles All

[Alkış]

Time so i mean the Tesla fleet is really

becoming very substantial i mean it's

going to be 7 million vehicles by the

end of this year over 7 million vehicles

so

um uh We and our our Factory fre is

currently the highest volume uh a Auto

Factory in North America so and and We

Broke the prior production Record from

When it was New me um so it's it's

actually pretty Wild there We have a

Giant Car Factory in the San Francisco

bay area uh it's it's like it's not

exactly the cheapest place to have a car

Factory um it's like that in the Swiss

Alves or something you know um um But

but We We Still managed to make uh you

know Great Cars at High volume and

That's a testament to the The Great Team

we've got in Freemont uh so congrats to

the freemind

[Alkış]

Team it actually gets Way crazier uh

when you think about the the Optimus uh

robot Which is really a humanoid robot

that is intended to

um you know be able to do anything you

Wanted to do to be uh you know it's

uh your You Know Your companion it can

be at your House it Can sort of uh

babysit your Kids it could teach him uh

be a teacher um it it you know it can do

Factory

Stuff like i i think that the Ultimate

ratio of Say How many Super useful

humanoid helper droids do you want like

Who doesn't want a c3po you know um uh

you know but A c3po Plus R2 D2 Plus you

know Plus Plus um it would be pretty

awesome uh i think i think everyone in

the world is going to want One i think

we could Make One For A cost of Maybe at

at at really High scale of about $10,000

it's it's smaller it's be Less expensive

than A Car so uh and and i think if you

s it for sell for $20,000 or something

This is at Large scale volume um Tesla

would basically Make about a trillion

dollars of profit a year from

that

so yeah

so it's it's pretty Wild to Just You

know be in palto with a bunch of Cubes

and then a humanoid robot Just walks

past

um we've made it a massive amount of

progress with Optimus in a Short Period

of Time from Someone pretending to be a

robot dancing in a Suit

uh to a pretty hpi robot to a robot that

is actually doing useful tasks in the

Factory today um so We have two Optimus

robots in Our Freemont Factory that are

doing basically this Task Which is

Taking cells off the end of the line and

placing them in a shipping container and

um yeah We actually have quite a few of

these cruising around our offices in İn

Pal

Alto uh so

there's and and i think we've got kind

of like One major Hardware revision

Which should be Done by by End of this

year or early Next uh before and and

then we'll move into a Limited

production Next year of Optimus Limited

production for use in Our factories

Where we'll test Out the product kind of

you

know you know as i Say sort of eat our

own dog food or Whatever the Electronic

equivalent that is

um so uh but i i think like Next year My

prediction is Next year we'll have over

over a thous Maybe A few Thousand robots

working at

Tesla um and a lot of people Were saying

the Cyber Truck is like fake it's Never

going to come out um you know and uh Now

We're Shipping uh a lot of Cyber Trucks

We We Had A weekly uh Record of 1300 uh

[Alkış]

so

and you know i think with the Cyber

Truck it really is Something Special

like um people sometimes have like

different opinions on the Cyber Truck

but if you really want to

know if there's a if Something is is

cool if it's if İt's a Great product

like Show it to a Kid

ok like no Filter ok the Kids got like

no Filter like a five-year Old six-year

Old Something like that and or even

three-year Old and Say Which Car Do you

like cybertruck

[Kahkaha]

and We launched the upgraded 3 Which is

actually a Fantastic Car i recommend

trying it out uh it's it's really a

Great Car and uh it's only $16 After gas

savings like Total cost of ownership

it's basically 00 and Something dollars

uh When compared to a gasoline car sim

gasoline Car so um it's it's really uh a

Great Deal uh And A Fun Car um and the

performance model 3 performance is well

it's it's like you know Fast in Porche

911 um it's

uh just a Great Great Car so yeah so

yeah

um

yeah and Of course uh became the

bestselling vehicle globally and this

This is Something that We predicted uh

so uh

you know i think i Said in like 2022 uh

it would M would Be The Biggest car in

the world by dollar volume sales and

that 2023 it will be the Biggest in uh

unit volume And it was um and again this

year it will be the best selling Car on

Earth so

[Alkış]

yeah obviously We Got some New New

Products that We're working on uh Under

the covers uh and uh i think these these

are um i think these are going to be

pretty Special so uh you know some of

them i i think people at Maybe at first

May think oh it's not going to be that

amazing but Just Wait it will

be

so uh yeah and Tesla is obviously Way

More Than A Car Company um you know We

Do a lot of software Tesla you know

about i don't know roughly Half the or a

very huge percentage of of the

Engineering We Do is actually software

Engineering um so Tesla is i'd Say As

much a software Company As it is a

Hardware Company This is a very Big Deal

because um Car companies are not

software companies normally uh so this

This Matters a lot so Things like our a

software for Energy storage All of The

software that controls the Cars the

megap packs power Walls solar

um obviously for ai and and full Self

Driving or Big Deal insurance uh uh

service and collision um the tes also

rates a lot of software internally that

uh that helps that like we Call like the

Tesla operating System internally that

is Head and Shoulders above What any

other uh Company Has i think probably

better than any Fortune 500 Company

um the Tesla internal software is is

just Way better

so it's yeah it's Just far More Than

What people normally think of As A Car

Company um and Tesla is also the The

Leader in Real World ai so there's

really um This is a big Deal um like

Tesla is ahead of of

Google you know anyone on Real World

software actually Taking in video and

mak decisions based on video

um no one Can no one is even Close um

and it's getting better um i Say with

each passing month if not each passing

week um so

[Alkış]

yeah and i think i think Most people

Here have tried out version 12 um

We did Say like un sort of unsupervised

fulling full s Driving would be version

12 so We We are actually Just keeping

the version arbitrarily at 12 and then

like calling it 12.4 12.3 12.4 12.5 but

it's actually really like version 13

version 14 but anyway This is an

arbitrary designation um so 12.4 elan

musk uzun zamandır Tesla konusunda bu

kadar motive ve enerjik görmemiştim

açıklamaların içerisinde bazı uçuk

yerler de var mesela diyor ki sırf

otonom sürüş ve robot taksi şirketin

değerini 10 kat karar artırabilir Bir de

buraya koymamışlar ama bir ara diyor ki

işin içerisine Optimus insansız

robotları koyduğun zaman şirketin değeri

mevcut en değerli şirketlerden 10 kat

daha fazla hale gelebilir nedir bunlar

Apple Microsoft ve Nvidia gibi şirketler

Bunlar 3 trilyon dolar civarında

ortalama değere sahipler yani Tesla 30

trilyon dolara gidebilir dedi bu

bugünkünden 60 kat fazla bir değer demek

bunları bir kenara koyalım şimik

gelecekle ilgili iyimser beklentiler

biraz dah Hayaller diyelim Ama Faz çok

somut açıklamaları da vardı Bunlardan

Bence en önemlilerinden bir tanesi Tesla

Cyber Track üretiminin haftada 1300

adedin üzerine çıkmış olması bu aylığa

vurduğunuzda 5200 yıla vurduğunuzda

60.000 yakın aded gelmiş demektir benim

tahminim Gelecek yıl içerisinde bu 10050

200.000 adetlere ulaşacak ve çok ciddi

tesla'ya katkıda bulunmaya başlayacak

burada yaptıkları başka bir önemli

duyuru da Önümüzdeki dönemde artık

Sadece founder serii bu özel full yüklü

çok pahalı 100 binler civarındaki Cyber

trackleri değil daha ekonomik modeller

olan 70.000 dolarlık Cyber trackleri de

satmaya başlayacaklarını söyledi bu beni

mutlu eden faktörlerden bir tanesiydi

ikinci önemli bir açıklama testa tır

çekicileri ile ilgiliydi yani semiler le

ilgiliydi semerde de artık seyri üretime

hazır olduklarını söyledi fabrikayı

kuruyorlar şu ana kadar biliyorsunuz çok

az adette üretiyorlar ve çok az sayıda

müşteri kullanıyordu Ve Derik elan Mask

çok da katılıyorum bu tip tır çekicileri

alan firmalar gerçek Profesyoneller

onlar maliyete ve dayanıklılığa

bakıyorlar gerçekten böyle baktığımızda

Tesla'nın bu tip müşterileri ikna

edebilmesi hem Tesla hem etikli araçlar

açısından da ciddi bir repütasyon

yükseltide olacak diye düşünüyorum

Mercedes mesela yıllardır bundan

yararlanıyor en iyi kamyonlar da onda

Çünkü savaşta bile en iyi Unimog

Mercedes'ten geliyor gibi yani Bütün

bunlar imajı destekleyen kuvvetlendiren

şeyler Tabii otonom sürüş le ilgili

söyledikleri de çok çok önemliydi bizde

de artık işlemci gücü açımızı tamamen

kapatmış durumdayız O yüzden çok

otonom taksilere ulaşacağız Hatta

Bununla ilgili bir video da gösterdiler

Zoom'un bir ara bölümünde orada da bu

otonom taksi sürecinin nasıl

çalışacağını da gösterdiler ve yakında

oraya ulaşıyoruz dedi unutmayın 8

Ağustos'ta Bununla ilgili büyük bir

sunumları var Oraya neler getirdiklerini

göreceğiz bir başka önemli açıklama yeni

üç modelin birden üzerine çalıştıkları

yönünde bunlardan bir tanesi de otodom

taksi olduğunu biliyoruz bir tanesi

görebildiğim kadarıyla bir minibüse

benziyor bir bir araç daha var Onu ne

olduğunu bilmiyorum ve bunların da ilk

başta biraz bizlere garip gelebileceğini

ama sonra çok başarılı olacaklarını

iddia etti s Tech le ilgili iddiası da

zaten bu yönde Optimus robotla ilgili

iddiaları da çok yoğundu artık

kullanmaya başlıyorlar zaten şu anda

fabrikalarında iki tane var ofislerde de

birkaç tane geziyormuş Gelecek yıl 1000

civarında Hatta belki birkaç bin Optimus

robotun Tesla fabrikalarında çalışmaya

başlayacağını söylüyor yani artık

insansız robotlar meselesinden hiç de

uzakta değiliz buradaki denemelerimiz

Sonra buradaki gelişmelerden sonra da

dışarı satabileceği dünyada bunları çok

büyük bir talep olacağını iddia etti

10.000 dolar civarına malip 20.000 dolar

satabiliriz Bu da teste Çok ciddi bir

büyüme getirdi dedi işin biraz daha uçuk

bölümü ama robot tarafındaki gelişme de

enteresan bir başka önemli Açıklama da

pillerle ilgiliydi Tesla biliyorsunuz

kendi lityum fabrikasını kurmuş durumda

Tesla kendi katotlar üretiyor ve Tesla

kendi artık hücrelerini de üretiyor 46

80'leri bu konuda başka bu kadar Entegre

bir otomobil şirketi daha yok ilan bu

işin çok zor olduğunu Sırf bu işe

odaklanmış firmalarla rekabet

ettiklerini söyledi ama yine de

jeopolitik sorunlara karşı özellikle

mesela Çin gibi sorunlara karşı bu tip

bir önlem almanın da iyi olduğunu bunu

adım adım geliştirdiklerini ama

sandığından biraz daha zor olduğunu

söyledi Tesla Cyber trackler de sadece

bu piller bu hücreler kullanılıyor Peki

bütün bu yaşananlar ve elan musk'ın

yorumları bana ne düşündürüyor birincisi

Tesla'nın üzerinden hakikaten büyük bir

belirsizlik bulu kalktı Çünkü elan

musk'ın ücret paketinin yönetim kurulu

atamalarının Şirketin genel merkezinin D

verden teste taşınması önerisinin

onaylanmaması durumunda neler yaşanırdı

tam bilmiyoruz Belki ilan musk

ayrılmazdı şirketten Ama motivasyonda

ciddi bir azalma olacağı net Çünkü daha

Evel kendisine verilmiş bir söz ona göre

çalışmış hak ettiği şeyi alıyor şu andan

bu çerçeve de elan musk'ın tesla'ya daha

motive şekilde yaklaşacağını Özellikle

de otonom sürüş robot taksi ve robotlar

tarafındaki çalışmaları hızlandırıp

tesla'yı bir Yapay Zeka şirketine doğru

dönüştüreceğiz açısından ikinci konu

Tabii elan musk son derece ciddi Büyük

Hayaller koyuyor ortaya o hayallere de

gecikmeli de olsa yürüyor zaten söylüyor

Ben bir optimistim bazen biraz fazla

erken söylüyorum bazı şeyleri Ama eğer

optimist olmasaydım Bütün bunlar da

gerçekleşmezdi diyor Bu çerçevede bugün

vaad ettik in bir bölümünde de

gecikmeler yaşanacağını tahmin ediyorum

Belki gelecek sene Tesla fabrikalarında

1000 kadar robot çalışmayacak belki 8

Ağustos'ta tam otonom Taksiye de

kavuşmamış olacağız ama bu yolda

yürümeyi beceren bir insan elan musk ve

bugün de bize bu yöndeki motivasyonunu

anlattı öte yandan Somut bir konu var

Tesla'nın şu anda finansal göstergeleri

iyiye gitmiyorlar bakın burada ciro

serbest nakit akışı brüt kar net kar net

marjin gibi bütün faktörlerde şirketin

2023'ün başından beri geriye doğru

gittiğini görüyoruz Bunun içerisinde

mutlaka Amerika'nın yaşadığı ekonomik

meselelerin önemi çok fazla faizlerin

yükseltilmesi teste dahil olmak üzere

bütün otomobil şirketlerini vurdu Çünkü

bu araçlar krediyle satılıyorlar buradan

ciddi darbe yediği belli özellikle

ABD'de tüketicinin gücünün azalması da

tesla'yı olumsuz etkiledi yani benzer

sayılar aslında bütün sektörde var ama

Tesla çok hızlı büyümüştü o döneme kadar

ve özellikle araç kıtlığı bölümde

anormal yüksek kar maclara ulaşmıştı

talep de çok yüksek olduğundan biraz da

elan musk'ın politik antik alıkları

Twitter'da paylaştıkları Bence markayı

da yıprattı ve Tesla buralara geriledi

ve wsed somut bakıyor Yani bu taraf

yukarı doğru dönmezse Tesla'nın değerine

çok ciddi bir har beklemiyorum Ben 200

dolara kadar bir atak olabilir diye

düşünüyorum hala Önümüzdeki günler

içerisinde Çünkü bu belirsizin ortadan

kalkmasının bazı yatırımcıları tekrar

şirkete çekeceğine inanıyorum ama o eski

günlerine için Tesla'nın şu

sayıların yukarı gitmesi yani somut da

şirketin daha fazla ciro daha fazla

nakit akışı daha fazla kar sağlaması

lazım bu çerçeve ve de bu yılın 3ün

çeyreğinden itibaren genel olarak bir

iyileşme bekliyorum otomotiv sektöründe

Çünkü mutlaka Faizler aşağı doğru inecek

Bununla ilgili çok yayın yaptık Şu ana

kadar enflasyon Amerika'da bitmiş

durumda Dün tüketici fiyatlarından sonra

üretici fiyatları endeksi de geldi Orada

da sıfır çıktı enflasyon yani burada

gidişat belli FED ne yaparsa yapsın Bu

da Tesla için olumlu olacaktır artı

Tesla'nın Cyber Track satışların

arttığını görüyoruz Bu yine karı marcın

Artık olumlu etkileyecektir Amerika'da

fiyat savaşlarından vazgeçip yeni

finansman opsiyonları sunmaya başladılar

ve satışların iyi olduğunu duyuyoruz Bu

arada Amerika'da da Çin'de de bu arada

iyi gidiyor biliyorsunuz model y geçen

sene dünyanın en çok satan otomobili

oldu Muhtemelen bu yıl da öyle olacak

Tesla dünyanın en çok elektrikli araba

satan firması oldu 2023'te bdn de önünde

2024'te de muhtemel öyle olacak ve Sabir

tek'in de katılımıyla geleneksel

otomobil işi iyileşecek Ama eğer siz

Tesla ile ilgili diğer konulara yani

otonom sürüş robotaksi

robotlar ve enerji işlerine

inanmıyorsanız tesla'dan bence Uzak

durmalısınız Çünkü Tesla'nın

değerlemesinin tekrar yukarı doğru

gitmesi bu yeni projelerin şirkete nakit

akış yaratmasıyla mümkün olacaktır wsit

ancak o zaman ikna olacak somut şeyler

görünce ve bence daha ona zaman var diye

düşünüyorum o yüzden başka yerlerde daha

kısa vadede yatırım fırsatları

görüyorsanız daha hızlı geri dönüşler

olan şeyler portföyü çeşitlendirmek

Bence fayda var Ben inatçı bir testla

yapımcısıyla

ın böyle bir yatırımcı kitlesine sahip

olması da çok önemli çünkü şirketle

ilgili Sürekli kötü haber pompalanıyor

bazı işler gerçekten de kötü gidebiliyor

İnan masla zor bir karakter buna rağmen

bu yatırımcı grubu hisseyi bir yerlerde

hala tutabiliyor Bu da benim için çok

çok önemli çünkü temel yatırımcı

kitlesinin şirkete ve elan musk hala çok

inandığını gördük bu

çerçeve da ben zaten çok olduğum için

maliyetlerin avantajlı ama kısa vade

için çok çok olumlu şeyler söylemek zor

Belki bir Momentum hareket görebiliriz

200 dolarlara doğru

ama insanın yapacaklarına otonom sürüşe

vesaire dünyanın en değerli firması

olacağına dair benim inancımı

paylaşıyorsunuz demektir soru ve

yorumlarınızı mutlaka beklerim Sevgiyle

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