Shulou(Shulou.com)11/24 Report--

March 1 news, the US electric car manufacturer Tesla will hold an investor day event at the super factory in Austin, Texas, on March 1, local time. CEO Elon Musk (Elon Musk) is expected to announce his latest master plan for the future of the company at the meeting. It could involve solar power, self-driving taxis, third-generation manufacturing platforms and automotive products such as the Cybertruck and the new Roadster.

People are looking forward to Tesla's third chapter (Master Plan Part 3), but given that many of Musk's past promises have not been fulfilled, expectations should not be too high.

Musk said the theme of the investor day was "human beings and life on Earth", adding, "it will be a message of hope and positive for the future." Although Musk is clear about it, the current situation facing him and Tesla has affected the optimism that he wants to spread.

Tesla's fierce stock price fluctuations, increasingly fierce competition in the field of electric vehicles, recalls and repeated delays of his products, allegations of dissolution of trade unions, and upcoming regulatory pressure, all these negative factors have had a negative impact on Tesla's leading position in the field of electric vehicles. Musk's own acquisition of Twitter was also a mess. His $23 billion sale of Tesla shares and his repeated controversial comments on social media platforms cast a shadow over Tesla's investor day.

However, Musk will still take the stage and, as always, vigorously promote the company's product lineup. For him, it is also an opportunity to re-public relations, reminding people of how Tesla has grown into a dominant force in the auto industry and other industries. But given the numerous challenges he faces both inside and outside Tesla, Mr Musk may find it difficult to inspire investor confidence as before.

The campaign focused on the third chapter of Tesla's grand plan, but there were also doubts about whether Musk could really achieve the planned content. At present, Tesla is responding to the decline in demand for automotive products by slashing prices. Musk's reputation as a visionary entrepreneur has also taken a hit since he bought Twitter. The rising cost of battery materials is expected to bring more pressure on Tesla's profit margin.

Tesla Hongtu's first chapter appeared in a 2006 blog post, which sounds like the way a typical startup sells itself in order to get positive cash flow. In essence, the plan is an overview of Tesla's successful strategy over the next decade: making the electric sports car Roadster; uses revenue to make the relatively cheap electric car Model S, and then using the income to make cheaper electric cars Model 3 and Model Y. At the same time, provide users with more energy equipment, such as super charging piles, household energy storage batteries, solar panels and so on.

Now, the second chapter of Tesla Hongtu began to deviate from the track of normal development. Musk promised to launch "a new type of electric pickup truck" as well as electric buses, electric semitrailers and other electric-powered public transport. But the Cybertruck electric pickup truck took a long time to start production, the emergence of the Semi electric truck is also three years late, other public transport has come to an end.

What will be the third chapter of Tesla's grand plan to be released by investors this week? Musk said this would outline "the development path to the planet's fully sustainable energy future", adding, "the future is bright!" Vague as it sounds, Mr Musk has revealed more details before. He tweeted in March 2022 that the plan meant Tesla's integration with space company SpaceX and tunnel excavation company Boring Company.

"Tesla's main products will be expanded to the extreme, which is necessary for mankind to get rid of fossil fuels and build artificial intelligence," Musk wrote. "but I will also bring SpaceX, Tesla and The Boring Company together."

This "extreme scale" is reminiscent of Tesla's recent earnings call, in which Musk predicted that Tesla's market capitalization would eventually exceed that of Apple and Saudi Aramco combined, meaning Tesla would have a market capitalization of $4.5 trillion. Musk made similar predictions in 2015 and 2017.

In any case, the following specific announcements are expected to be heard at this week's investor event.

Solar power takes into account all the talk about a "bright future", as well as a recently released tweet about the "Tesla ecosystem", as well as a dynamic picture of Tesla accessing a user's home with a solar roof. Solar power is likely to play a key role in Musk's latest plans.

Tesla Hongtu's second chapter was announced shortly after the company's acquisition of solar startup SolarCity, in which solar energy dominated. But Tesla's solar roof equipment installation has been slow, and revenue from the company's household energy business is still hovering around 5 per cent.

However, solar energy is important in Musk's plan to replace fossil fuels with renewable energy. Musk has often said that Tesla will become the most important company in world history because it can surpass car sales to become a conglomerate of robot assistants, self-driving cars and solar housing.

At a recent Tesla earnings conference call, Mr Musk said the company had "made a lot of progress" in launching self-driving taxis. He also predicts that mass production of the new self-driving cars will begin in 2024.

According to Musk, Tesla is designing an independent self-driving taxi, which basically shows that the company has failed to implement the past master plan. Tesla Hongtu promised in the second chapter, "all Tesla cars will be equipped with the hardware needed to achieve full self-driving and have the ability to keep working after a failure." It turns out that these vehicles will need several hardware upgrades to achieve this function.

Standing on the stage of Tesla's first artificial intelligence day in 2019, Musk said that all electric vehicles could become part of Tesla's self-driving taxi network, earning more passive income for car owners. Mr Musk said there would be "1 million" Tesla self-driving taxis on the road by 2020.

But three years later, Musk claimed that his own self-driving taxi did not appear. What Tesla really had was a quite powerful L2-level driving assistance system, but mislabeled as fully autonomous driving (FSD). The California Motor vehicle Administration accused Tesla of making false statements about driving aids. The National Highway Traffic Safety Administration (NHTSA) urged the company to recall nearly 363000 vehicles equipped with FSD because they ignored yellow lights and stop signs while driving.

It is not clear whether the self-driving taxi will be the first car made by Tesla on the third-generation manufacturing platform. But Musk has been hinting that the company is trying to save costs and build cheaper electric cars in the future.

Musk has said that the cost of the third-generation manufacturing platform will be half that of the Model 3 and Model Y manufacturing platforms. The cars built will be "smaller" than these cars, but may eventually "exceed the output of all our other cars combined".

Musk said the manufacturing goal is to enable Tesla to produce two cars at the cost of one Model 3. That doesn't mean Tesla will sell the new car at half the price of the Model 3, only that the company is designing a more efficient manufacturing process to make the electric car faster and more profitable. At present, the profit of each car of Tesla is higher than that of its competitors, and he uses this advantage to launch a price war for electric vehicles.

Mr Musk has said that Tesla will eventually launch an electric car with only $25000, but the target date has been repeatedly delayed. Analysts are skeptical about the price, arguing that the supply chain has changed dramatically since Mr Musk first made the comments. But they say the $30,000 electric car is feasible and will give a huge boost to Tesla's performance.

Cybertruck and Roadster Tesla Cybertruck electric pickup trucks are expected to start mass production later this year. There has been a recent surge in the number of pre-production Cybertruck electric pickups around Fremont, and people are likely to see a mass-production Cybertruck at this investor event.

Cybertruck electric pickup truck has a major change than before, the front and rear bumper has been adjusted, the shape is more square, and there is an oversized wiper at the front shield. Tesla Cybertruck is facing tremendous production pressure because it has lagged behind competitors such as Rivian, Ford and GMC in the competition of electric pickups.

The new Tesla electric sports car Roadster is another car product that may be unveiled during the Investor Day. Musk unveiled the $200000 electric sports car for the first time in November 2017, promising that the basic Roadster would accelerate from zero to 100 kilometers in 1.9 seconds. He also said the Roadster will have a 200kwh battery pack with a range of 620miles (1000 km) and may also be equipped with an SpaceX rocket booster kit.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.