* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Monday, August 4, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    Exclusive | Fox Takes Stake in IndyCar Owner Penske Entertainment – The Wall Street Journal

    Exclusive | Fox Takes Stake in IndyCar Owner Penske Entertainment – The Wall Street Journal

    Go-to entertainment: why gaming was made for the toilet – The Guardian

    Why Gaming Is the Ultimate Way to Pass Time in the Bathroom

    Chicago Youth Symphony Orchestra takes the Lollapalooza stage – Yahoo Home

    Chicago Youth Symphony Orchestra takes the Lollapalooza stage – Yahoo Home

    Sens. Blackburn, Warnock introduce CREATE Act to provide tax relief to music creators – Yahoo Home

    Sens. Blackburn and Warnock Launch CREATE Act to Deliver Tax Relief for Music Creators

    That’s (Political) Entertainment: When Theatre Meets Politics

    Future Script: How Generative AI Is Changing Collective Bargaining in the Entertainment Industry – Jackson Lewis

    Future Script: How Generative AI Is Transforming Collective Bargaining in Entertainment

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

    How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

    Credo Technology: Wiring The AI Revolution (NASDAQ:CRDO) – Seeking Alpha

    Credo Technology: Driving the Next Wave of AI Innovation

    Microsoft Seeks to Extend Access to OpenAI Technology – PYMNTS.com

    Microsoft Aims to Broaden Access to OpenAI Technology

    Livonia police use grappler technology to stop drunk driver – ClickOnDetroit | WDIV Local 4

    Livonia Police Deploy Grappler Technology to Safely Stop Drunk Driver

    Emory orthopaedic surgeons use robotic technology to transform knee replacement surgery – Emory News Center

    How Robotic Technology is Revolutionizing Knee Replacement Surgery

    Cognizant Technology Solutions Corp (CTSH) Q2 2025 Earnings Call Highlights: Strong Revenue … – Yahoo.co

    Cognizant Q2 2025 Earnings: Impressive Revenue Growth and Key Takeaways

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    Exclusive | Fox Takes Stake in IndyCar Owner Penske Entertainment – The Wall Street Journal

    Exclusive | Fox Takes Stake in IndyCar Owner Penske Entertainment – The Wall Street Journal

    Go-to entertainment: why gaming was made for the toilet – The Guardian

    Why Gaming Is the Ultimate Way to Pass Time in the Bathroom

    Chicago Youth Symphony Orchestra takes the Lollapalooza stage – Yahoo Home

    Chicago Youth Symphony Orchestra takes the Lollapalooza stage – Yahoo Home

    Sens. Blackburn, Warnock introduce CREATE Act to provide tax relief to music creators – Yahoo Home

    Sens. Blackburn and Warnock Launch CREATE Act to Deliver Tax Relief for Music Creators

    That’s (Political) Entertainment: When Theatre Meets Politics

    Future Script: How Generative AI Is Changing Collective Bargaining in the Entertainment Industry – Jackson Lewis

    Future Script: How Generative AI Is Transforming Collective Bargaining in Entertainment

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

    How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

    Credo Technology: Wiring The AI Revolution (NASDAQ:CRDO) – Seeking Alpha

    Credo Technology: Driving the Next Wave of AI Innovation

    Microsoft Seeks to Extend Access to OpenAI Technology – PYMNTS.com

    Microsoft Aims to Broaden Access to OpenAI Technology

    Livonia police use grappler technology to stop drunk driver – ClickOnDetroit | WDIV Local 4

    Livonia Police Deploy Grappler Technology to Safely Stop Drunk Driver

    Emory orthopaedic surgeons use robotic technology to transform knee replacement surgery – Emory News Center

    How Robotic Technology is Revolutionizing Knee Replacement Surgery

    Cognizant Technology Solutions Corp (CTSH) Q2 2025 Earnings Call Highlights: Strong Revenue … – Yahoo.co

    Cognizant Q2 2025 Earnings: Impressive Revenue Growth and Key Takeaways

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home Science

The Future of Tesla

July 5, 2023
in Science
The Future of Tesla
Share on FacebookShare on Twitter

Tesla had a big beat on Q2, 2023 deliveries with 466,140 cars delivered and 479,700 car produced.

I think Tesla will trend around 90% of actual production capacity (production being demonstrated sustained over weeks).

In Q1 2023, Tesla delivered 423k cars and produced 440k cars. This was about 89% of real peak production capacity. Tesla Shanghai has shown three months of 88,000 cars produced. This would be 264k. Fremont can make 150k cars per quarter (although the Tesla stated Fremont capacity is 650k per year. Tesla S/X are at 80k per year). Berlin and Austin had reached about 40k per quarter in Q1. IF Tesla could produce at full capacity in Q1 this would have been 494k cars.

Tesla Shanghai has shown three months of 88,000 cars produced. This would be 264k. There was a few days of shutdown in China. Fremont can make 150k cars per quarter (although the Tesla stated Fremont capacity is 650k per year. Tesla S/X are at 80k per year). Berlin and Austin each could produce 65k in Q2. IF Tesla could produce at full real potential capacity in Q2 this would have been 544k cars. Tesla produced 489k cars. This was 92%% of 530k cars.

Tesla has increased production capability to 5k per week in Texas and 5k per week in Berlin. I had expected a continued production capacity ramp in q2. This has not happened yet. However, Tesla will shutdown Texas Model Y production line for 5 days in early July to increase production capacity. The average quarterly production should be 7k per week in Texas and 6k per week in Berlin. The Texas shutdown and increase in production will see about 84k cars potentially from Texas and 72k from Berlin in Q2. China potential would be 264k and Fremont 150k. This would be 570k cars with real peak production capacity. Tesla should produce 90% of that level or 513k cars in Q2. 92% would be 524k cars. If Berlin gets expanded or improvements were also made to the China lines, this could increase.

Q4 each should be at 130k cars each for Berlin and Austin. Q4 peak potential would be 674k. Q4 at 90% of peak real production would be 607k. If Berlin and Austin only had 100k of potential each, then Q4 peak potential would be 614k and 90 would be 552k.

Randy Kirk also ran some Tesla numbers with about 1.95 million cars and increased energy. This would get to about $5 EPS for 2023.

Tesla has had a wide range of price earnings multiples. Tesla PE was as low as 30 in Q1 and is back to about 80 now and was at 146 to 210 at the end of 2021 and beginning of 2022. IF Tesla has 50% growth and adds in an energy business with 20-30% margin and the energy business has 200% growth for the next several years then PE in the 50-100 range would be reasonable for Tesla most of the time. Macro economic and stock market swings could send Tesla to a wider PE range of 30 to 150 PE.

I think the high EPS is very doable for Tesla. It involves very good execution. Car production going well, good Cybertruck ramp, Semi and getting 4680s properly on track and scaling. Megapack factories in Lathrop, Shanghai and beyond should get built and scaled.

The 100PE would be with solid 200% growth with Megapacks and Energy and with FSD coming off best in early 2024. This would mean full revenue recognition of all FSD revenue and increased attachment rates. There would be free monthly trials of FSD. There would also be bundling of FSD with Tesla insurance. This would lead to robotaxi and robotrucks in the 2025-2026 timeframe.

Tesla AI Dojo as a service could also become significant in 2025 as additional revenue and as an AI training service.

Teslabot and the full robotaxi scenario would create performance levels on EPS beyond the high EPS which is mainly cars, energy and non-beta FSD.

Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.

Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.

A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts.  He is open to public speaking and advising engagements.

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : Next Big Future – https://www.nextbigfuture.com/2023/07/the-future-of-tesla.html

Tags: FuturescienceTesla
Previous Post

Earth has just experienced the hottest day we have ever seen

Next Post

BYD Versus Tesla in 2023

How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

August 4, 2025

Do You Really Need Electrolyte Drinks to Stay Hydrated? Here’s the Truth

August 4, 2025
New rule would expand tug escort requirements, reduce risk of oil spills in Puget Sound – Washington State Department of Ecology (.gov)

New Rule Strengthens Tug Escort Requirements to Drastically Reduce Oil Spill Risks in Puget Sound

August 4, 2025
100 years ago, scientists thought we’d be eating food made from air – Popular Science

A Century Ago, Scientists Predicted We’d Be Eating Food Made from Air

August 4, 2025
Maserati and Sparco Launch Lifestyle Capsule Inspired by Motorsport Heritage – stupidDOPE

Maserati and Sparco Launch Lifestyle Capsule Inspired by Motorsport Heritage – stupidDOPE

August 4, 2025
Fox News Flash top entertainment headlines of the week – Fox News

Top Entertainment Headlines You Can’t Miss This Week

August 4, 2025
How Is the Economy Doing Right Now? – NerdWallet

What’s Really Going On with the Economy Right Now?

August 4, 2025
Exclusive | Fox Takes Stake in IndyCar Owner Penske Entertainment – The Wall Street Journal

Exclusive | Fox Takes Stake in IndyCar Owner Penske Entertainment – The Wall Street Journal

August 4, 2025
At Washington Health Care Authority, workers are warned of layoffs – Washington State Standard

Washington Health Care Authority Alerts Employees of Potential Layoffs

August 4, 2025
NYPD program allowed slain officer to moonlight as private security guard – Spectrum News NY1

NYPD program allowed slain officer to moonlight as private security guard – Spectrum News NY1

August 4, 2025

Categories

Archives

August 2025
MTWTFSS
 123
45678910
11121314151617
18192021222324
25262728293031
« Jul    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (753)
  • Economy (778)
  • Entertainment (21,655)
  • General (16,275)
  • Health (9,815)
  • Lifestyle (786)
  • News (22,149)
  • People (777)
  • Politics (787)
  • Science (15,991)
  • Sports (21,274)
  • Technology (15,756)
  • World (759)

Recent News

How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

How Tech Firms Like Google and Meta Are Embracing the Military – The New York Times

August 4, 2025

Do You Really Need Electrolyte Drinks to Stay Hydrated? Here’s the Truth

August 4, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version