Tesla’s 2023 Investor Day on March 1, 2023, outlined important context and data for the global transition to electrified energy and transportation. The big-picture data presented here are not new. They have been verified and published by other scientists and engineering experts in this space, including Stanford’s Mark Z. Jacobson and The Solutions Project. And yet, most people are completely unaware of the reality and feasibility of what’s unfolding. This is happening.
A direct video link starts at 29:21 on the play bar and the overview continues until 58:00.
Part 1: Earth and Sustainable Energy 0:31:15 – Master Plan Part 3 (Elon and Drew) Part 2: Tesla’s Contribution 0:58:08 – Vehicle Design (Franz and Lars) 1:10:31 – Powertrain (Colin) 1:19:17 – Electronic Architecture (Pete) 1:27:53 – Software (David) 1:38:20 – Full Self Driving (Ashok) 1:48:12 – Slight Optimus Update (Elon) 1:53:41 – Charging (Rebecca) 2:01:51 – Supply Chain (Karn and Roshan) 2:22:55 – Manufacturing (Tom and Drew) 2:36:15 – Energy (Mike and Drew) Part 3: What This Means for Tesla 2:49:06 – Impact (Laurie and Brandon) 2:55:42 – Financials (Zach) Conclusion 3:20:30 – Livestream Restarts 3:21:24 – New Gigafactory Announcement (Elon) 3:23:38 – Q&A (Tesla Executive Team)
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