Tesla regularly holds quarterly all-hands meetings for employees, but last night marks the first time Tesla has live-streamed the event for the public.
The meeting primarily focused on Tesla’s employees, recent achievements, and the future of Tesla. While it didn’t reveal much new information, it was interesting to see Elon Musk candidly engaging with his teams, who seem to genuinely enjoy working with him. Still, there were a few noteworthy takeaways.
As with Tesla’s Earnings Calls and other live events, we’ve put together a concise, easy-to-digest recap of everything discussed.
General Points
Work-related Injuries declined over time
Planning to expand to new markets
Cell Manufacturing
Continuing to invest in battery supply
Cheapest, lowest cost per kWh cell
The supercharger network continues to grow
Vehicle range and charging speed should match the needs of humans and their required time for breaks
V4 Cabinets, 500 kW for Cybertruck, 1.2MW for Semi
Tesla is building sustainable abundance
Autonomy is key for this to happen
Optimus and AI compute
This appears to be part of Elon’s new mission for Tesla, but it isn’t in the company’s updated mission statement just yet.
Service and Collision Expansion will continue, with a big focus on Service
Service is what will sell future vehicles
Interesting opportunity to make an electric, supersonic jet
Elon is stretched too thin but believes Tesla has all the tech in-house to do it
Tesla is in Master Plan Phase III - making all energy on Earth sustainable / abundance for all
Tesla’s Achievements
Sold 7 million vehicles globally
From just 20 in their first year of production
10 million by next year
3 million vehicles a year
Giga Berlin has produced 660,000 drive units
Giga Shanghai has built 3m cars
Giga New York has produced 160,000 NACS adapters
GIga Nevada has built 11,000 battery packs in a year
Semi Factory on track for completion
Over a million, millions possibly
Will be autonomous in the future
Stationary Battery Storage is a gigantic plus
Shanghai Megafactory is up and running
More Megapacks and Powerwalls are being produced than ever
Switchover to New Model Y in a short period was an amazing feat of supply chain engineering
Optimus
Optimus Production Line in Fremont is up and running
The first Optimus came off the production line this year
Pilot production this year
22 DoF hand and forearm are now in production
Real brain behind Optimus, not on the cloud and not pre-programmed
What’s learned from cars (batteries, electronics, design, manufacturing, FSD) transferred to Optimus
Biggest product of all time
5,000 units by the end of the year, 10,000 at max
50,000 next year
Middle of next year for outside of controlled environments
Will be available late 2026 for employees - who will get first dibs on access to Optimus
Tesla will expand Optimus production to Giga Texas as well
Cybercab and FSD
The Cybercab line will be fully autonomous
The aim is 5 seconds between producing cars
50,000-ton gigacasting machine - make five castings at a time
Currently 9,000-ton machines
Seems to be an interesting engineering challenge
Progress towards FSD (Unsupervised)
Cars doing useful work with no one in them (end-of-line to outbound lot)
Just started at Giga Texas
FSD will be 10x safer than humans
Autopilot Hardware 4 / AI 4
Nothing better on the market than AI4 right now
No point in waiting for AI5 or AI6 as Tesla will continue producing new versions. There will be an AI 7, 8, etc.
Autonomous Teslas will be everywhere
In 5 years, regulatory approval globally
Even without Cybercab, there is a gigantic fleet that can be autonomous
Cortex and Dojo
Cortex - AI Training
One of the most powerful
50,000 active GPUs
100,000 GPUs coming soon
Dojo now active in Giga New York and Palo Alto
Now actively working, doing about 5%-10% of the training load
Watch
You can watch a replay of the entire event below. The live stream starts shortly after the 28-minute mark.
Q1 2025 | Tesla All-Hands Livestream https://t.co/BqvjcLQo9H
— Tesla (@Tesla) March 21, 2025
