ELON MUSK jumped into artificial intelligence that enables autonomous driving cars that were not monitored by Texas Road by June, and promised to rebound to Tesla’s sales this year after the disappointing 2024 in 2024.
His optimism was in contrast to the unfortunate fourth quarter results. As a result, profits and profits missed estimation. This was the disclosure of the first year of electric vehicles in the first 10 years this month.
The mask started a driverless ride heal service in Austin, Texas on Wednesday, and this year released an Optimas Humanoid robot prototype, and an autonomous “Cyber Cab” fleet. He said that production will begin. 2026.
“We made a lot of important investments in manufacturing, AI, and robot engineering in 2024. It is difficult to understand,” said the mask. “We have built a production line, and we set it to think that it will be a magnificent 2026, ridiculous ’27 and ’28.”
MUSK has repeatedly planned to release the upgraded SUV model Y, the most selling car in the world. This, along with the “more affordable model” in the first half, promoted sales to set up flags without providing details.
“Tesla is the most valuable company in the world, so much closer. Tesla is more valuable than the following five companies.”
Tesla has rotated the results. Initially, it will decrease by 4 % by outside business hours, and then increase to 4 %. The car manufacturer is the largest company in the world, and the mask spends $ 250 million to support Donald Trump’s re -election, and as one of the President’s top advisors, a powerful role in forming US policies and regulations. Has the value has increased dramatically since acquiring.
Analysts were not very optimistic about the performance of the company.
“Tesla discussed the return of vehicles, but did not mention specific targets. This is a mask wanting to grow 20-30 %,” Berkraze’s analyst, Dan.・ Levy said. “The long -term story remains, but the fourth quarter was the moment of returning to the earth in Tesla.
The mask rejected the potential impact of Trump’s $ 7,500 federal government’s EV tax deduction, and immediately “all transportation becomes autonomous and electrical, including aircraft -replacing horses with internal combustion institutions. The above cannot be stopped. ” 。
Tesla has revealed a rapid increase in AI spending in quarterly, reflecting large -scale high -tech pears. Capital spending has been a 50,000 -linked H100 NVIDIA chip training cluster called “cortex” in Gigafactory, Texas, so it has increased 21 % to $ 2.8 billion, and “complete autonomous driving” autonomous autonomous. Supported technology.
Improving the performance of autonomous driving and acquiring the approval of the federal and state -level regulatory authorities are the key to launching a Robotaxi without wheels and pedals, which is scheduled to be “volume production that begins in 2026. I claim that it is.
The mask is working on fierce competition between high -tech companies, analyzing the billion hours of videos taken by the vehicle, claiming that it has given a higher dominance than rivals such as Google and Openai.
He states: I don’t even know who is the second place. 。 。 To see them requires a very large telescope. That is how late they are. “
Shareholders were supported by disappointment. Earlier this month, Tesla reported that the fourth quarter delivery has increased by 2.3 % to 495,570 units worldwide. The company maintained a lead than in China’s BYD, but the number has not reached an estimated value for the first time since 2011 for the first time in 2024.
According to the submission, the adjusted net income in the fourth quarter has risen by 3 % to $ 2.5 billion, lacking $ 2.6 billion. Profit increased by 2 % to $ 25.7 billion, lacking an average of $ 27.2 billion analysts.
Tesla’s operating margin fell from 8.2 % to 6.2 %. This is a significant discount and “I accused the AI and other R & D projects promoted the cost of the core model S, X, and the average selling price of the C car.”
Despite the new robot products, Tesla is still increasing the profit of about five -fifths of the sales of cars.
From the sales of regulated credit, it has increased from sales to rivals that build more contaminated vehicles.
Tesla’s disappointing EV sales were rapidly growing energy generation and battery storage category, and earned more than doubled to $ 3.1 billion in quarterly.
