

Investor's Corner
Tesla’s CAPEX efficiencies could pave the way for a fleet of ‘Alien Dreadnought’ factories
Tesla’s (NASDAQ:TSLA) Q3 10-Q Form for 2020 provided some interesting tidbits about the electric car maker’s plans for the coming years. Among these is the fact that the company is planning to increase its capital expenditures to about $4.5 to $6.0 billion in the next two fiscal years. These would be the highest expenditures that the company would be spending on its projects yet, with the amount rivaled only by 2017, when Tesla was dealing with the Model 3 ramp.
“Owing and subject to the foregoing as well as the pipeline of announced projects under development and all other continuing infrastructure growth, we currently expect our capital expenditures to be at the high end of our range of $2.5 to $3.5 billion in 2020 and increase to $4.5 to $6.0 billion in each of the next two fiscal years,” Tesla wrote.
While Tesla’s 10-Q Form noted that CAPEX will be higher than ever in the next couple of years, the company’s estimates still suggest that it has reached an incredible level of efficiency in terms of its expenses. It makes sense for Tesla’s CAPEX to be higher than it ever was, after all, since the company will be making more vehicles than ever before, and it would also be building factories in Berlin, Shanghai, and Texas. The company will be ramping its battery cell production capabilities as well.
As noted by Galileo Russell of YouTube’s Hyperchange channel, Tesla’s expectations for its CAPEX in 2021 and 2022 suggest that the electric car maker has become about five times more efficient on spending per unit of vehicle production compared to 2017. Interestingly enough, Elon Musk responded to the Tesla investor’s observations, lightly noting on Twitter that the company’s CAPEX efficiency back in 2017 was “trash.”
A look at Tesla’s capital expenditures over the years shows that Musk was telling the brutal truth. Back in 2017, Tesla’s CAPEX peaked at about $1.2 billion in one quarter as the company was launching the Model 3 in the Fremont Factory. Today, Tesla’s CAPEX has not broken this record, despite the electric car maker undergoing the Model Y ramp, the buildout of Gigafactory Shanghai, Giga Berlin, and Giga Texas, as well as an expansion of its battery production capabilities.
With this in mind, capital expenditures of $4.5 to $6.0 billion annually within the next two fiscal years seem to be a steal. This was mentioned by Russell on Twitter, and Musk responded by stating that the Tesla team has done excellent work over the years to make such progress possible.
What is rather remarkable is that Tesla is nowhere near done in the optimization of its operations. Over the years, and as the company attempts to hit its goal of producing millions of vehicles annually, there is a pretty good chance that Tesla would still improve and optimize its capital expenditures further. This would work in the company’s favor, especially as it attempts to build more factories and start the production of its upcoming electric vehicles like the Cybertruck, Semi, and the highly-anticipated $25,000 car.
If Tesla could accomplish these, the company would likely end up mastering the art of building electric car factories in a way that is frighteningly quick and capital-efficient, much like how it mastered the mass production of premium electric cars like the Model 3. This goes in line with Elon Musk’s statement back in July, when he noted on Twitter that the “Gigafactory is the product even more than the car.” The fact that every Tesla facility seems to be larger and more optimized than its predecessor highlights this idea.
During Battery Day, Elon Musk and Drew Baglino remarked that Tesla would need to produce an insane amount of batteries to achieve its goal of accelerating the advent of sustainable energy. This requires the company to build numerous factories at a rate that’s higher than ever before. With this in mind, there seems to be a good chance that Elon Musk’s “Alien Dreadnought” concept may see a resurgence in the near future. With a lineup of hyper-advanced factories that produce clean energy products at an optimal cost, after all, Tesla’s upcoming facilities may very well be considered as fleet of extraterrestrial machines that build machines.
Watch a discussion of Tesla’s CAPEX efficiency improvements in the video below.
Investor's Corner
Tesla Board member and Airbnb co-founder loads up on TSLA ahead of robotaxi launch
Tesla CEO Elon Musk gave a nod of appreciation for the Tesla Board member’s purchase.

Tesla Board member and Airbnb Co-Founder Joe Gebbia has loaded up on TSLA stock (NASDAQ:TSLA). The Board member’s purchase comes just over a month before Tesla is expected to launch an initial robotaxi service in Austin, Texas.
Tesla CEO Elon Musk gave a nod of appreciation for the Tesla Board member in a post on social media.
The TSLA Purchase
As could be seen in a Form 4 submitted to the United States Securities and Exchange Commission (SEC) on Monday, Gebbia purchased about $1.02 million worth of TSLA stock. This was comprised of 4,000 TSLA shares at an average price of $256.308 per share.
Interestingly enough, Gebbia’s purchase represents the first time an insider has purchased TSLA stock in about five years. CEO Elon Musk, in response to a post on social media platform X about the Tesla Board member’s TSLA purchase, gave a nod of appreciation for Gebbia. “Joe rocks,” Musk wrote in his post on X.
Gebbia has served on Tesla’s Board as an independent director since 2022, and he is also a known friend of Elon Musk. He even joined the Trump Administration’s Department of Government Efficiency (DOGE) to help the government optimize its processes.

Just a Few Weeks Before Robotaxi
The timing of Gebbia’s TSLA stock purchase is quite interesting as the company is expected to launch a dedicated roboatxi service this June in Austin. A recent report from Insider, citing sources reportedly familiar with the matter, claimed that Tesla currently has 300 test operators driving robotaxis around Austin city streets. The publication’s sources also noted that Tesla has an internal deadline of June 1 for the robotaxi service’s rollout, but even a launch near the end of the month would be impressive.
During the Q1 2025 earnings call, Elon Musk explained that the robotaxi service that would be launched in June will feature autonomous rides in Model Y units. He also noted that the robotaxi service would see an expansion to other cities by the end of 2025. “The Teslas that will be fully autonomous in June in Austin are probably Model Ys. So, that is currently on track to be able to do paid rides fully autonomously in Austin in June and then to be in many other cities in the US by the end of this year,” Musk stated.
Investor's Corner
Tesla hints at ‘Model 2’ & next-gen EV designs
Tesla’s Q1 2025 update confirms new models this year, with production tied to existing factory lines. Could it be time for the Model 2 debut?

During its Q1 2025 earnings call, Tesla executives hinted at the much-rumored “Model 2” and other next-gen EV designs.
Tesla slightly addressed whether or not it will be pushing forward with the debut of new models later this year in its latest earnings call. The company’s product development executive, Lars Moravy, shared some details about Tesla’s design process and the upcoming affordable models.
“We’re still planning to release models this year. As with all launches, we’re working through, like, the last minute issues that pop up. We’re knocking them down one by one. At this point, I would say that the ramp might be a little slower than we had hoped initially…But there’s nothing that’s blocking us from starting production within the next, within the timeline laid out in the opening remarks.
“And I will say it’s important to emphasize that, as we’ve said all along, the full utilization of our factories is the primary goal for these new products. And so the flexibility of what we can do within the form factor and, you know, the design of it is really limited to what we can do on our existing lines rather than building new ones. But we’ve been targeting the low cost of ownership. Monthly payment is the biggest differentiator for our vehicles, and that’s why we’re focused on bringing these new models with the, you know, the lowest price, to the market, within the constraints I just highlighted.”
The Model 3 is a hell of a deal, ngl. With the federal tax credit, it'd be silly to get a comparably priced combustion-powered car.
Now for the big question. Is the Model 3 currently the best-looking Tesla? https://t.co/5E37J9OKhU— TESLARATI (@Teslarati) April 24, 2025
In January, Tesla’s Chief Financial Officer Vaibhav Taneja teased several new product introductions for this year. There is at least one product that most Tesla supporters and investors are hoping to see: the company’s affordable vehicles, which have been dubbed by the EV community as the “Model 2” or “Model Q.”
Before Tesla’s Robotaxi event last year, many speculated that the company would also unveil its affordable next-gen vehicle. Gene Munster from Deepwater had expected Tesla to release a stripped-down version of the Model 3 as its affordable vehicle during the Robotaxi event. In the end, Tesla unveiled its Robotaxi vehicle and its Robovan design.
It’s been a while since the Robotaxi event, and Tesla has kept mum about its affordable vehicle. Considering its Q1 2025 performance, TSLA investors look forward to catalysts that could boost the stock.
The “Model 2” has been labeled a potential catalyst for Tesla. As such, TSLA investors and supporters have been itching for news about the new affordable vehicle. The main questions surrounding the “Model 2” revolve around its design and price. Based on Moravy’s statement, the “Model 2’s” design will heavily depend on Tesla’s current assembly lines and supply chain structures.
Elon Musk
Tesla regains Piper Sandler’s confidence with Robotaxi plans & Q1 Results
Piper Sandler says Tesla delivered the best-case scenario for bulls. $TSLA has catalysts ahead to silence the bears.

Tesla gained Piper Sandler analyst Alexander Potter’s confidence following its Q1 2025 earnings call. Piper Sandler reaffirmed its Overweight rating and $400 TSLA price target, signaling optimism for the company’s robotaxi and affordable vehicle launches expected this year. The firm’s stance reflects Tesla’s resilience amid market challenges.
Despite expectations of weak Q1 financials, Tesla’s stock edged up in after-hours trading, defying skepticism. Piper Sandler’s Alexander Potter noted that the results met the hopes of Tesla supporters, particularly as the company held firm on its timelines. Potter emphasized that anticipation for robotaxi details and new vehicle launches should keep critics at bay, supporting the $400 target.
“In our preview last week, we predicted that (at best) Q1 would be a non-event. With the stock trading up slightly in the after-hours session, it appears our best-case scenario has materialized. Considering generally weak Q1 financials, we think this is the best result that TSLA bulls could’ve reasonably hoped for.
“In our view, the most important Q1 takeaway is this: Tesla didn’t hedge expectations re: launching Robotaxis or lower-priced vehicles in 1H25. With <2 months until the end of June, investors can look forward to some interesting catalysts in the weeks ahead. In our view, this alone should be enough to keep the bears at bay, at least until we have a better idea re: the details of Tesla’s new products, as well as the scale/scope of the Robotaxi launch,” wrote Potter.
Wedbush Securities’ Dan Ives, a longtime TSLA bull, echoed Potter’s optimism for Tesla. Ives raised his price target for Tesla stock from $315 to $350 with a BUY rating. His Tesla upgrade came after Elon Musk’s announcement during the Q1 earnings call that he would reduce his involvement with DOGE, signaling a sharper focus on Tesla.
Tesla’s steady Q1 performance and unwavering commitment to its 2025 roadmap, including the Robotaxi launch and lower-priced models, bolster investor confidence. Piper Sandler’s analysis underscores Tesla’s ability to navigate a competitive electric vehicle market while advancing its technological edge. The upcoming Robotaxi launch and affordable vehicle introductions are pivotal, with analysts expecting these initiatives to drive stock value through 2025.
As Tesla prepares for these milestones, its stock movement reflects market trust in Musk’s vision. With Piper Sandler and Wedbush reaffirming bullish outlooks, Tesla’s strategic moves will remain under close scrutiny, positioning the company to capitalize on its innovation pipeline in a dynamic industry landscape.
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