Part 10/13:
Turning to Tesla's energy division, the speakers underscore recent significant growth in energy storage and production, emphasizing the metrics of vehicle equivalents and gigawatt-hours delivered. Despite hitting record energy outputs in recent months, Tesla’s current energy capacity—estimated at around 225 gigawatt-hours annually—is underutilized relative to potential, with many factories and new plants (such as Houston and Shanghai) still ramping up.
Goldberg foresees a robust energy quarter ahead, especially with new factory contributions, potentially reaching 25 gigawatt-hours per quarter. He also notes that energy projects, like solar and storage deployments, are getting more substantial and integrated into Tesla's overall energy output.