Tesla's third quarter showed an inter -starting decline in income from its automotive division, when sales of electric cars in the 2nd quarter were also weak (more here). The company has earned less year -on -year in its energy division, the overall decline only moderated the income for the services provided, although Tesla is far from getting so much on the regulatory credits sold. For the latter, Tesla earned only $ 439 million. In any case, the total revenue for the company for 2 quarters dropped by 12 % year -on -year to $ 22.5 billion, and net profit by 16 % to $ 1.17 billion. Bitcoin took care of a quarter of Tesla's profit over the past quarter. the growth of its value. Tesla on 30 June continued to keep 11,509 bitcoins, which in accounting appreciated $ 1.235 billion. At the end of March they were 951 million USD, a year ago only 722 million USD. As society itself pointed out, its digital assets can continue to influence its economic outcome. It can be mentioned that, for example, in the opening quarter of Bitcoin in the accounting of the company, on the contrary, he was negative. Due to the decline in its price, as opposed to the end of 2024, Tesla, on the contrary, took a loss of $ 125 million. In any case, Tesla's profits on Bitcoin could have been more significant in time. It is possible to recall its initial purchase of cryptocurrency at the beginning of 2021 at a significant $ 1.5 billion. At the same time, the announced investment at the same time significantly supported the cryptocurrency market, or Bitcoin fired at the new historical maximum of up to 60 thousand. USD, while at the end of 2020 it did not even half. Although the company in the 1st quarter sold part of the bitcoins, it held them at the end of the quarter at the price of almost 59 thousand. USD for $ 2.48 billion. At that time, Tesla did not publish a specific amount of bitcoins held, but in any case their amount should have been analogy to more than 42,000. But the sales of bitcoins, especially in the first half of 2022, continued and Tesla on June 30 announced that 75 % of its original investment turned back into a Fiat currency. If Tesla retained, for example, «only» about 42 thousand. Bitcoins, could hold in this cryptocurrency at the end of this year's 2 quarters of assets for $ 4.5 billion. So the management in time improves by more than 3 billion USD. Muska said the current outlooks of Tesla in the presentation of the results that she realized the first autonomous delivery in the world, when the new serial model Y himself missed ~ 30 minutes from the factory through the city to its new owner, including motorways. In June, it began to provide a security driver, robotaxi in Austin, as part of the test mode. Musk then mentioned the early expansion to other cities, or expanding to the entire US during a conference call. In particular, he said: «And I think we will probably have autonomous transport for half of the US population by the end of the year. This is at least our goal that is subject to the approval of regulatory bodies.» As is known to investors at Tesla, it is primarily a look at the linked software services, from which they are expected to be a higher profit margin than from the production business itself. It is also looking at the expansion of AI activities, where the company in Gigafactory in Texas has increased their computing performance for training. For experts, it can be noted that by another 16,000 GPU H200, which was given to the Cortex for a total of 67 thousand equivalents H100. Another monitored business is robotization, or an Optimus robot developed. It is worth mentioning another current outlook of E.Muska from the conference call: «We will certainly start production at the beginning of next year. I would be surprised if in five years, in sixty months, about 100,000 robots optimus per month. I would be shocked.» As a standard, the question remains how the coefficient of the richest man of the planet must be multiplied for time of reality. In any case, the respectable thing remains that much of his visions was able to be realized, but little, but in the planned time … the ecosystem presented by Tesla
Source: Tesla Real outlines gets the necessary some key raw materials. We can only dream about the speed of ensuring mining or production of lithium in our country. In short, the lithium refinations and the production of Cathodes Tesla are already on the way to start production this year 2025, which will move the production for batteries to the US. This year, this year, the start of domestic production of the first LFP articles for corporate energy storage products should take place. In conclusion, the new pilot activity of «Tesla Diner», which he plans to expand in the case of success. As part of the construction of SuperCharging stations at Los Angeles on Santa Monica Blvd this week, the entire center, including a restaurant, can also be “gained” a bit of fun through two 20 mega -free mega -frames. According to the company, the retro-commission menu is to be prepared from high-quality raw materials, inspired by a classic of American restaurants. Meals are served in paper boxes in the form of a Cybertruck.
Tesla Diner, Source: Tesla
Jiří Zendulka
In the area of finance it has been since coupon privatization, ie over 30 years. He worked in various positions with securities traders to subsequently anchor them as an analyst. He presents his views in the media for a long time. Devotee of traditional values of capitalism, respectively. On the other hand, a critic of most non -standard interference with economies by governments and central banks.