Q: What is the plan for launching Tesla’s cheaper model?
Q: How important is autonomy option value in unit‑level profitability?
Q: How will Tesla avoid cannibalizing higher‑margin Model 3/Y sales?
Q: Where is the unused ≈ 3 M‑unit capacity, and where will new models be built/sold?
Q: Robo‑taxi update—still 10–20 cars on day one, and how will scaling work?
Q: robotaxi 2026 financial impact—does “material” really mean ≈ $5‑6 B revenue or ≈ $1 B gross profit (≈ 5 % of a $120 B topline/ $20 B GM baseline)?
Q: Will Robo‑taxi rides be margin‑positive at launch, or will pricing anticipate future cost cuts?
Q: Against AV competitors (Waymo, Uber, etc.), which KPI best measures Tesla’s Robo‑taxi progress?
Q: What drives the drop from $0.70 /mile (owned Model Y) to $0.20‑0.30 /mile (CyberCab)?
Q: Is higher lifetime utilisation (≈ 2 – 3 ×, even 2.5 ×) the main driver behind reaching $0.20‑0.30 / mile?
Q: What utilisation assumptions (miles‑ or hours‑per‑day) underpin the 20‑30 ¢ economics?
Q (two‑part): How much vertical integration (charging, cleaning, fleet ops) will Tesla finance itself, and how will ownership split evolve?
Q: Roughly what share of a future ~ 3 M‑unit annual production could be retained for Tesla’s own Robo‑taxi fleet?
Q (architecture): Will the low‑cost “new models” and CyberCab share the same platform?
Q (cost): How do commodity prices, tariffs and supplier renegotiations affect COGS for those vehicles?
Q: Should CyberCab have a drastically lower cost‑per‑vehicle than today’s Model 3/Y?
Q: At launch, will CyberCabs have safety drivers, and how will the operator‑to‑vehicle ratio evolve?
Q: What safety/economic milestone unlocks customer‑owned cars joining the fleet in 2026‑27?
Q: How serious is Tesla’s brand damage from politicization and how will you repair it for vehicles & services?
Q: Where is Elon Musk’s time focused, and does the Board want a different public “face” for Tesla?
Q: What is the succession plan if Elon were suddenly unavailable?
Q: Where will Optimus be produced and how dependent is it on the Chinese supply chain?