特斯拉Q1财报利润不及预期，毛利略超预期，财报电话会议中马斯克公布更多新进展，尤其是新款车型model 2/Q的推进或许会超预期。特斯拉盘后涨幅至12.7%，财报电话会议的我大概听了下，信息量太大了！听得人激情澎湃，振奋人心，本次earnings call 几乎解答了我关注的所有问题，无论是自动驾驶列、机器人还是股权纷争，甚至是一些很细节的专业投资问题，都让人影响深刻，我摘抄几个比较重要以及我最关心的：
1、continue to expand our AI training capacity, more than doubling training compute from Q4
2023 继续扩大我们的 AI 训练能力，从 2023 年第四季度开始将训练计算量增加一倍以上
2、Half of users have tried FSD，billions of miles driven with FSD
一半的用户尝试过FSD，使用 FSD 行驶数已经有十亿英里
3、August reveal of purpose-built robotaxi
8月发布专用自动驾驶出租车
4、Roughly 35,000 NVIDIA H100s are active for training，Expect 85,000 NVIDIA H100s will be deployed for Tesla AI by the end of
2024不再受 AI 训练计算的训练限制，预计到 2024 年底，将为 Tesla AI 部署 85,000 台 NVIDIA H100
5、In the future, gasoline cars that are not autonomous will be like riding a horse or using a flip phone
未来，非自动驾驶的汽油车将像骑马或使用翻盖手机一样
6、Savings from initiatives will help Tesla increase AI investment
员工人数减少 10%，预计每年可节省 10 亿美元，专注于资本支出效率，这些举措节省的资金将帮助特斯拉增加人工智能投资
7、What is the current status of Optimus? When do you expect to start mass production?擎天柱机器人的现状如何？您预计何时开始量产？
Elon - We do think we will have Optimus in the factory doing minimal tasks by the end of this year，May be able to sell Optimus by the end of next year，Optimus will be more valuable than everything else combined at Tesla
我们确实认为，到今年年底，我们将让Optimus在工厂中做一些最基本的任务，也许可以在明年年底之前出售Optimus，Optimus将比特斯拉的其他所有东西都更有价值
8、Tesla will be operating the fleet，Tesla will be some combination of AirBnB and Uber
特斯拉将运营车队，将是AirBnB和Uber的某种组合
9、Tony asks Elon where his heart is at among all his companies?
托尼（分析师）问埃隆，在他所有的公司中，他的心在哪里？
Elon - Tesla constitutes the majority of my work time
Elon - 特斯拉占据了我大部分的工作时间
10、Jonas asks, "How long would it take your best Chinese competitors to copy your best vehicle?"
乔纳斯（分析师）问道：“你最好的中国竞争对手需要多长时间才能复制你最好的汽车？
Elon says "I don't know what our competitors could do"
埃隆说：“我不知道我们的竞争对手能做什么”
11、If someone doesn't believe Tesla is going to solve autonomy, I don't think they should be an investor in the company 如果有人不相信特斯拉会解决自动驾驶问题，我认为他们不应该成为该公司的投资者
12、Wolf Research asks about COGS for the future products
Wolf Research（咨询机构）询问未来产品的 COGS
All of the existing manufacturing innovations at Tesla are transferable to future products and lines特斯拉现有的所有制造创新都可以转移到未来的产品和生产线上
13、Have any of the legacy automakers reached out to Tesla regarding licensing FSD?是否有任何传统汽车制造商就FSD许可问题与特斯拉联系？
We are in talks with one automaker about licensing FSD
我们正在与一家汽车制造商就FSD的许可进行谈判
#特斯拉##马斯克#
