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Research Brief

Tesla

tesla.com
72ICP
Automotive / Energy / AIAustin, TXFounded 2003
72
ICP Score
Moderate Fit

Vertically integrated with strong internal engineering. Prefers building in-house but partners for specialized needs.

Industry
Automotive / Energy / AI
Team Size
140,000+
Est. Revenue
$96.8B (2023)
Website
tesla.com

Key People

EM
Elon Musk
CEO
VT
Vaibhav Taneja
CFO
TZ
Tom Zhu
SVP Automotive

Discovery Questions

Tailored questions to ask on your call, based on research findings:

  1. 1

    How is Tesla thinking about the robotaxi business model and timeline?

  2. 2

    What's the strategy for Optimus robot and how does it fit with automotive?

  3. 3

    With Dojo, how is Tesla approaching AI compute versus using cloud providers?

  4. 4

    How do you evaluate partnerships given Tesla's preference for vertical integration?

Talking Points

  • 1

    Tesla has strong build-first culture - they verticalize everything possible

  • 2

    AI and autonomy (FSD, Optimus) are increasingly strategic versus cars

  • 3

    Elon Musk's involvement means decisions can be fast but unpredictable

  • 4

    Energy storage is underappreciated business - Megapack demand is strong

About

Tesla designs and manufactures electric vehicles, energy storage systems, and solar products. Under Elon Musk, the company is also developing Full Self-Driving technology, humanoid robots (Optimus), and AI infrastructure (Dojo supercomputer). Tesla leads global EV sales.

Electric Vehicles (Model S/3/X/Y, Cybertruck)Supercharger NetworkEnergy Storage (Powerwall, Megapack)Full Self-DrivingTesla Bot (Optimus)

Target market: Consumers seeking EVs, utilities/businesses needing energy storage, and enterprises interested in autonomous technology

Tech Stack

AI/ML

Dojo SupercomputerFSD Neural NetworksPyTorch

Software

Vehicle OSTesla AppFleet Learning

Hardware

Custom AI ChipsBattery TechnologyMotors

Manufacturing

GigafactoryGigapressUnboxed Process

Hiring Signals

Open Roles
2400
Growth
Moderate

By Department

Engineering
1200
Manufacturing
650
Energy
280
Autopilot
180
Service
90

Primary Focus: Expanding Engineering team

Recent News

Tesla unveils robotaxi 'Cybercab' at We, Robot event2024-10-10
Cybertruck production ramps with 30,000+ deliveries2024-07-23
Tesla FSD supervised reaches 1 billion miles driven2024-09-15

Competitive Landscape

BYD
Rivian
Ford
GM
Volkswagen
Lucid

This research brief is generated for demonstration purposes.Tesla is a trademark of its respective owner. Prepd is not affiliated with Tesla.

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