Tesla’s institutional traders have voted on the highest three questions they want the corporate to reply in the course of the Q1 2021 earnings name. The questions had been submitted by way of investor communications platform Say, a startup that goals to create and develop investor communication instruments.

Query 1 – Lithium-ion and Tesla’s 4680 batteries

One query an institutional investor submitted that obtained probably the most shares and votes associated to Tesla’s 4680 battery cell.

“Proponents of other grid storage applied sciences declare that lithium-ion is unsuited to long-term (e.g., intra-seasonal) storage at scale on account of vampire drain. May 4680 deal with this limitation? Is the limitation even related for altering the vitality equation?” requested the institutional investor.

Throughout Tesla Battery Day, Drew Baglino—Senior Vice President of Powertrain and Power Engineering—famous that the lithium-ion business was solely in its third decade of excessive quantity manufacturing. “It has thus far to go to attain related scale and ease,” mentioned Baglino.

Query 2 – Tesla Gigafactory Berlin’s Mannequin 3 manufacturing

One other institutional investor requested about any manufacturing enhancements Tesla might apply to Giga Berlin’s Model 3 line.

“You’ve steered that between a 5-10x enchancment is achievable in automotive manufacturing vs. the primary Mannequin 3 line on a first-principles physics evaluation. The place does Berlin sit relative to that restrict?” the institutional traders requested.

Tesla traders might recall the Mannequin 3 “manufacturing hell” the corporate skilled a number of years in the past, which resulted within the building of a manufacturing line housed in a sprung construction, GA4. Since these early days of Mannequin 3 manufacturing, Tesla has notably improved the meeting of its extra reasonably priced sedan.

Query 3 – Tesla’s City Transport Automobile

The final institutional investor query that Tesla might have to reply pertains to Elon Musk’s point out of an city transport car in his Grasp Plan Half Deux.

“Grasp Plan Half Deux talks about an city transport car that’s smaller than a standard bus with larger areal density achieved by eradicating the central aisle (like a Twenty first-century Soviet marshrutka besides with everybody seated!) Do you might have any replace to share on that objective?” requested the institutional investor.

In Grasp Plan Half Deux, Musk described a high-passenger-density city transport designed with no heart aisle. A fleet supervisor would function the city transport as an alternative of a “bus driver.” Musk predicted that Tesla’s city transport would decrease visitors congestion.

Just a few years later, Musk created Boring Firm, a tunneling firm, to deal with visitors congestion. The Boring Firm’s first operational tunnel, the LVCC Loop in Las Vegas, will welcome its first riders in June. LVCC Loop guests will journey inside Tesla automobiles by way of the tunnel. Nevertheless, an city transport—just like the one Musk described in his Grasp Plan—is perhaps a greater match for Boring Firm.

Tesla will reply questions from retail investors and institutional traders in the course of the Q1 2020 earnings name on Monday, April 26, 2021. Tesla will launch an Replace Letter after the market closes, and the earnings name will begin at 2:30 pm Pacific Time or 5:30 pm Jap Time.

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