"In the US, we don't see regulation as a fundamental limiter"
- Elon Musk
About Cobalt in batteries
"Apple uses 100% cobalt, Tesla uses no cobalt in our iron phosphate packs and barely any in the nickel"
- Elon Musk
About production scaling
"We may be scaling large manufactured objects faster than anyone in history"
- Elon Musk
About Megapack demand
"Megapack is basically sold out to the end of next year"
- Elon Musk
About growth
"I feel confidence about at least a 50% YoY growth next year and maybe it's a 100%"
- Elon Musk
About electrification and autonomy
"Really, the value of a fully electric autonomous fleet is instantly gigantic - boggles the mind really. That would be most of the valuable thing that is ever done in the history of civilization"
- Elon Musk
The Leader
"Thinks are obviously headed toward fully autonomous electric vehicles for the future and I think Tesla is well positioned and is the leader objectively in both radance - electrification and autonomy"
- Elon Musk
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He added that the work done so far shows "that we can significantly mitigate one or two problems by working hard and save many cars with flexibility in production"
Diess continued
"I expect we'll be able to catch up in the 4th quarter"
Diess concluded
"We are indeed having a hard time getting delivery commitments for 2023/2024 for our needs."
Semiconductor challenges remain for future years - a competitive advantage for Tesla
Diess
"But of course we have a strong overall raw material price increase that goes through steel to many of our primary materials. And it probably won't be possible to absorb all of that."
VW CEO Diess
"Electric cars will no longer need government subsidies in a few years because by then they will usually no longer be more expensive to produce than ICE. Diesel is subsidized with €8bn in tax benefits per year which is several times more than government EV subsidies
Diess continued
"... Kerosene for aircraft is even tax-free. This distorts the market, is harmful to climate protection, and should "end as soon as possible"
Fully agree!
VW 🛳️🚢ship engines
"50% of the world's marine engines come from our Group. We could convert the engines to natural gas & then to ammonia propulsion in the next 15 years. That would fit well into the MAN Energy Solutions business model with great leverage for climate protection"
It has the same software as all MEB IDs showing gas stations instead of charging stations, is not responsive and ergonomic, no OTA yet and frustrates owners autonews.gasgoo.com/m/Detail/70018…