My takeaways from the Tesla Q4 2020 earnings call.
1. New Model S and X Plaid in production
2. Justifying current TSLA valuation with FSD
3. Cybertruck update
4. Q1 production challenges
5. Solar strategy
6. Dry electrode tech improving
7. Regulatory credit sales
8. Use of cash on hand
9. Future Growth
10. Electric Vans
11. Next-gen Tesla FSD chip
12. Elon Musk’s future at Tesla
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