Welcome to “Electrified,” where we dive deep into all things Tesla and the Electric Vehicle industry. I’m your host, Dylan Lumis, and I want to give a quick shoutout to my newest Patron, Carrie. Thank you for choosing to support the channel!
In this episode, we’re going to talk about Tesla‘s regulatory credit sales and how they have been a significant source of revenue for the company. Since its inception, Tesla has spent a total of $5.1 billion on compute, including AI infrastructure and computer equipment. Over the last three years, Tesla has received regulatory credit revenue of $5.5 billion, essentially covering the entire cost of its compute spend.
This compute capacity, both hardware and software, is crucial for Tesla‘s future plans, including turning its fleet of nearly 7 million vehicles into ongoing profit generators. These vehicles will eventually be added to the Tesla robotaxi network, generating profits that Tesla will take a portion of.
There are also updates on Tesla‘s ability to sell vehicles directly to customers in Kentucky, the potential partnership between Tesla and XAI, and the latest advancements in Tesla‘s Full Self-Driving (FSD) software.
We also discuss Tesla‘s performance in the recent JD Power appeal study, where traditional automakers are starting to catch up in terms of emotional attachment and excitement with their new electric vehicles.
As the auto industry faces challenges with inflation and higher interest rates, Tesla continues to expand its footprint, with plans to lease a new building in Austin and potentially establish a robotaxi hub.
Despite the challenges faced by traditional automakers like Ford and GM, Tesla remains a leader in the Electric Vehicle market, with a strong focus on innovation and sustainability.
So, sit back, relax, and enjoy this deep dive into the world of Tesla and the Electric Vehicle industry. And don’t forget to like the video, subscribe to the channel, and join me on X for more exclusive content. Thank you for tuning in, and stay electrified!
