

Investor's Corner
Tesla investors want to know about these five things during the Q2 2023 Earnings Call
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the second quarter of 2023 tomorrow, and investors are hopeful to learn details about Full Self-Driving licensing, Cybertruck pricing and configurations, Supercharger expansion, and 4680 cell development.
According to the investor platform Say, Tesla shareholders are eager to ask CEO Elon Musk and other executives of the electric automaker about various things that will affect the company’s performance on Wall Street and the overall outlook of the company for the rest of 2023 and beyond.
Here are the five top questions that retail investors are hoping to gain more information on during tomorrow’s call:
- Has any automaker approached Tesla to license FSD?
-
- Musk recently said that “Tesla aspires to be as helpful as possible to other car companies,” and indicated that he would be open to licensing Autopilot or Full Self-Driving to rival automakers. With Ford, GM, and others already developing their own programs, Tesla would likely license Autopilot or FSD to a startup company. However, there is always the potential that one company adopting it would catalyze many others to make the same choice, just as it did with Ford’s choice to adopt NACS.
-
- Have you considered allowing FSD transferability as a level to allow existing customers to upgrade to a new Tesla instead of being locked into existing cars due to the price of FSD?
-
- Tesla has not allowed the transferability of FSD to a new vehicle, and we don’t anticipate this to happen anytime soon. Musk has said FSD’s current price is a bargain compared to what it will be worth when the suite is complete. There is too much money to be made by Tesla from people who want FSD on multiple vehicles, and trading in your car will likely require you to buy the suite again.
-
- When will you give more information about out Cybertruck orders? Estimated delivery schedules, pricing, and specifications?
-
- We expect Tesla to reveal information about the Cybertruck during this Earnings Call, as the first production units have already rolled off of lines based on images shared by the company last weekend. It is truly unlikely Tesla doesn’t tell customers what they should expect to pay before the delivery event.
-
- As you open the Supercharger Network in North America to other EVs, do you plan to accelerate anticipatory investments in Supercharger expansion to avoid congestion and how will you deal with long lead times to upgrade electric T&D services to these areas for multi-megawatt loads?
-
- Tesla has a major task on its hands with the Supercharger Network being open to various car companies. Battling congestion will be interesting, especially as these companies are going to be sharing the same 12,000 locations. However, the company is opening a new site every 11 hours, which has improved from every 12 hours, on average, in June, and every 13 hours in May.
NEWS: @Tesla is currently opening an average of one new Supercharger site globally every ~11 hours.
This compares to one opening every ~12 hrs last month, and one every ~13 hrs the month prior to that. @TeslaCharging pic.twitter.com/7GmcPlGQaH
— Sawyer Merritt (@SawyerMerritt) July 13, 2023
-
- What is the status of the 4680 cell? How far are you from the specs you laid out on Battery Day? When do you expect to achieve what you laid out on Battery Day?
-
- Tesla has built 10 million cells in Texas, countless others in Fremont, and the 4680 project is obviously coming along at a reasonable pace. As far as how far the company is from reaching what it laid out in 2020 at Battery Day, there is no need to speculate. It is a matter of getting raw materials and ramping manufacturing to a point that Tesla is not confined on the cells.
-
Tesla will report its Earnings tomorrow at market close with the release of its Shareholder Deck. A call with Musk and other executives will follow.
Disclosure: Joey Klender is a TSLA Shareholder.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Elon Musk
Elon Musk affirms Tesla commitment and grueling work schedule: “Daddy is very much home”
The remarks came as Tesla shares crossed the $400 mark on the stock market.

Tesla CEO Elon Musk reiterated his commitment to the electric vehicle maker and its future projects this week, responding to speculation following his $1 billion purchase of TSLA stock.
The remarks came as Tesla shares crossed the $400 mark on the stock market, extending a rally fueled in part by Musk’s TSLA purchase.
Elon Musk’s nonstop work schedule
Amidst the reaction of TSLA stock to Musk’s $1 billion investment, Tesla owners such as @greggertruck noted that “Daddy’s home.” Musk replied, stating that “Daddy is very much home.” He then shared details of a packed weekend of work, which was definitely grueling but completely within character for a “wartime CEO.”
Musk did note, however, that he had lunch with his kids during the weekend despite his extremely busy schedule.
“Daddy is very much home. Am burning the midnight oil with Optimus engineering on Friday night, then redeye overnight to Austin arriving 5am, wake up to have lunch with my kids and then spend all Saturday afternoon in deep technical reviews for the Tesla AI5 chip design.
“Fly to Colossus II on Monday to walk the whole datacenter floor, review transformers and power production (excellent progress), depart midnight. Then up to 12 hours of back-to-back meetings across all Tesla departments, but with a particular focus on AI/Autopilot, Optimus production plans, and vehicle production/delivery,” Musk wrote in his post.
Wartime CEO
Wedbush analyst Dan Ives described Musk as operating in “wartime CEO mode,” highlighting autonomous driving and AI as a trillion-dollar market opportunity for Tesla. Musk reiterated this point late last month as well, when he outlined the several projects he is juggling among his numerous companies. At the time, Musk stated that he was busy with Starship 10, Grok 5, and Tesla V14. This was despite his notable presence on X.
With Tesla Master Plan Part IV being partly released, the company is entering what could very well be its most ambitious stage to date. To usher in an era of sustainable abundance, Tesla would definitely require a “wartime CEO,” someone who could remain locked in and determined to push through any obstacles to ensure that the company achieves its goals.
Elon Musk
Tesla analyst says Musk stock buy should send this signal to investors
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish.”

Tesla CEO Elon Musk purchased roughly $1 billion in Tesla shares on Friday, and analysts are now breaking down the move as the stock is headed upward.
One of them is William Blair analyst Jed Dorsheimer, who said in a new note to investors on Monday that Musk’s move should send a signal of confidence to stock buyers, especially considering the company’s numerous catalysts that currently exist.
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
Dorsheimer said in the note:
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish. This purchase is Musk’s first buy since 2020. To us, this sends a strong signal of confidence in the most important part of Tesla’s future business, robotaxi.”
Musk putting an additional $1 billion back into the company in the form of more stock ownership is obviously a huge vote of confidence.
He knows more than anyone about the progress Tesla has made and is making on the Robotaxi platform, as well as the company’s ongoing efforts to solve vehicle autonomy. If he’s buying stock, it is more than likely a good sign.
Tesla has continued to expand its Robotaxi platform in a number of ways. The project has gotten bigger in terms of service area, vehicle fleet, and testing population. Tesla has also recently received a permit to test in Nevada, unlocking the potential to expand into a brand-new state for the company.
In the note, Dorsheimer also touched on Musk’s recent pay package, revealing that William Blair recently met with Tesla’s Board of Directors, who gave the firm some more color on the situation:
“We recently participated in a meeting with Tesla’s board of directors to discuss the details of Musk’s performance package. The board is confident of its position in the Delaware case and anticipates a verdict by end of year. It does not expect a similar situation to occur under new Texas jurisdiction. Musk has the board’s full support, and we expect he’ll get more than enough shareholder support for this to pass with flying colors.”
Tesla stock is up over 6 percent so far today, trading at $421.50 at the time of publication.
Elon Musk
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
Prior to this latest move, Musk’s most recent purchase was for about 200,000 shares worth $10 million in 2020.

Tesla (NASDAQ:TSLA) shares rose on Monday after CEO Elon Musk disclosed a rare insider purchase of company stock worth about $1 billion.
A filing with the U.S. Securities and Exchange Commission (SEC) revealed that Musk acquired 2.57 million shares last Friday at various prices. The move represents Musk’s largest TSLA purchase ever by value, as per Verity data.
Elon Musk’s TSLA purchase
The disclosure sent Tesla shares up more than 8% in premarket trading Monday, as investors read the purchase as a notable vote of confidence, as stated in a CNBC report. Tesla stock had closed slightly lower Friday but remains more than 25% higher over the past three months. It should be noted that prior to this latest move, Musk’s most recent purchase was for about 200,000 shares worth $10 million in 2020.
Market watchers say the purchase could help shore up investor sentiment amid a volatile year for TSLA stock. Shares have faced pressure from a variety of factors, from year-over-year sales challenges due to the new Model Y changeover, political controversies tied to Musk, and reduced U.S. incentives for EVs under the Trump administration. Nevertheless, analysts such as Wedbush’s Dan Ives stated that Musk’s purchase was a “huge sign of confidence for Tesla bulls and shows Musk is doubling down on his Tesla A.I. bet.”
Tesla and Elon Musk
Musk already owns about 13% of Tesla, and his latest purchase comes as the company prepares for a key shareholder vote in November. Investors will decide whether to approve a compensation package for Musk that could ultimately be worth as much as $975 billion if ambitious market value milestones are achieved. The package has a long-term target of pushing Tesla’s market capitalization to $8.5 trillion, compared with about $1.3 trillion at Friday’s close.
Wall Street’s current consensus price target still implies a roughly 20% decline from current levels, though some Tesla bulls remain optimistic that the company could shift its focus toward autonomy, AI, and robotics. Musk has also asked shareholders to approve an investment into his latest venture, xAI.
-
Elon Musk2 weeks ago
Tesla’s next-gen Optimus prototype with Grok revealed
-
News1 week ago
Tesla launches new Supercharger program that business owners will love
-
Elon Musk1 week ago
Tesla Board takes firm stance on Elon Musk’s political involvement in pay package proxy
-
News2 weeks ago
Tesla appears to be mulling a Cyber SUV design
-
News2 weeks ago
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
-
News2 weeks ago
Tesla explains why Robotaxis now have safety monitors in the driver’s seat
-
News2 weeks ago
Tesla is already giving Robotaxi privileges hours after opening public app
-
Elon Musk2 weeks ago
Elon Musk says Tesla will take Safety Drivers out of Robotaxi: here’s when