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In the early morning of July 24th, Beijing time, Tesla released its second quarter 2024 financial report. The company achieved revenue of US$25.5 billion in the second quarter, compared with US$24.927 billion in the same period last year; the non-GAAP net profit for the quarter was US$1.8 billion. In the Tesla 2024 second quarter earnings call held at the same time, Tesla CEO Musk said that Robotaxi (driverless taxi) will be released on October 10 this year, and it is possible to be put into use by the end of this year or next year at the latest. Tesla's second-generation humanoid robot Optimus is already processing battery-related tasks in the factory. It is expected that by the end of 2025, thousands of Optimus will be performing tasks in Tesla factories, and will begin to be delivered to external customers in 2026.

Musk said Tesla could potentially get FSD (full self-driving) licenses in some markets, such as Europe and China, by the end of this year.

As for distributed computing power, Musk believes that the AI5 chip that will be put into production at the end of next year will make distributed computing power an obvious choice. Physically, future vehicles will be equipped with AI5 and above chips, and there may be billions of humanoid robots. These chips can provide amazing inference computing when vehicles and robots are idle.

Data shows that Tesla produced more than 410,000 electric vehicles worldwide in the second quarter of 2024, with deliveries exceeding 444,000, a month-on-month increase of 14.7%. The Shanghai Super Factory continues to play an important role, with deliveries reaching 71,007 vehicles in June and domestic sales increasing to 59,261 vehicles. July is expected to create the highest record for domestic deliveries in a single quarter. The 5-year 0 interest policy is extended to August 31. Tesla's 4680 battery production increased by 50% month-on-month in the second quarter.

It is reported that Tesla's next-generation new models will start production in the first half of 2025 as planned, and the existing production lines can be used, which will maximize the existing production capacity of nearly 3 million vehicles and achieve a 50% increase compared to 2023. Tesla will then invest in new production lines.