Tesla Motors
Tesla Motors - Roadster 
 Build the brand 
 Show electric vehicles are exciting 
 Production stopped Dec. 31, 2011 
 2,100 produced (in 30 countries) 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 2
Tesla Motors – Fremont Plant 
 Purchased for $42MM (<5% of book value) 
 NUMMI Plant, Fremont, CA, 5.5MM sq ft 
 1st five S Sedans off line, 6/22/12 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 3
Tesla Motors – S Sedan 
 Seats 5 to 7, one trunk, one frunk, 4,600 lbs 
 0-60mph, 4 seconds 
 Motor life, 1 MM miles 
 Consumer Reports: 
“Best car we’ve ever tested” 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 4
Tesla Motors – S Sedan 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 5
Supercharging Stations 
 80 in operation in the US today (4 stalls) 
 30 minute charge – 200 miles - free 
 Change battery, 90 seconds 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 6
Supercharging Stations - Today 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 7
Supercharging Stations - 2015 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 8
Tesla Motors – Business Model 
 Sell direct to the consumer (no auto dealers) 
 Showrooms in high traffic shopping malls, opposite 
Apple stores 
 Service centers separate from showrooms 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 9
Tesla Motors 
 In 2013: forecasted 20,000 units in 2014 
 Latest forecast, 35,000 units in 2014 
 Stock price up 300% in 2013. Closed at $255.61 
(8/22/14) 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 10
Tesla Motors – The Future 
 The X SUV – November, 2014? 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 11
Tesla Motors – The Future 
 Model 3 (Affordable EV) 
 Price, $35,000 
 20% smaller than the S Sedan 
 Does lower weight translate to better 
acceleration? 0-60mph in 3.5 seconds? 
 Available, 2016 
 Battery Plant groundbreaking, 2014 
 Cost, $5B 
 Panasonic putting up $1B 
 Panasonic will manufacture the cells 
 Tesla will assemble the batteries 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 12
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 13
Tesla Motors – Li ion Gigafactory 
 Production Capacity, 500,000 units/y 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 14
Tesla Motors – S Convertible 
 Newport Convertible Engineering 
 Soft Top, $29K; Hard Top, $49K 
 100 cars ordered for delivery to China 
 Elon Musk – The next Steve Jobs? 
Copyright Value Innovations, Inc., 2004-2013. All rights reserved 15

Tesla presentation 140822

  • 1.
  • 2.
    Tesla Motors -Roadster  Build the brand  Show electric vehicles are exciting  Production stopped Dec. 31, 2011  2,100 produced (in 30 countries) Copyright Value Innovations, Inc., 2004-2013. All rights reserved 2
  • 3.
    Tesla Motors –Fremont Plant  Purchased for $42MM (<5% of book value)  NUMMI Plant, Fremont, CA, 5.5MM sq ft  1st five S Sedans off line, 6/22/12 Copyright Value Innovations, Inc., 2004-2013. All rights reserved 3
  • 4.
    Tesla Motors –S Sedan  Seats 5 to 7, one trunk, one frunk, 4,600 lbs  0-60mph, 4 seconds  Motor life, 1 MM miles  Consumer Reports: “Best car we’ve ever tested” Copyright Value Innovations, Inc., 2004-2013. All rights reserved 4
  • 5.
    Tesla Motors –S Sedan Copyright Value Innovations, Inc., 2004-2013. All rights reserved 5
  • 6.
    Supercharging Stations 80 in operation in the US today (4 stalls)  30 minute charge – 200 miles - free  Change battery, 90 seconds Copyright Value Innovations, Inc., 2004-2013. All rights reserved 6
  • 7.
    Supercharging Stations -Today Copyright Value Innovations, Inc., 2004-2013. All rights reserved 7
  • 8.
    Supercharging Stations -2015 Copyright Value Innovations, Inc., 2004-2013. All rights reserved 8
  • 9.
    Tesla Motors –Business Model  Sell direct to the consumer (no auto dealers)  Showrooms in high traffic shopping malls, opposite Apple stores  Service centers separate from showrooms Copyright Value Innovations, Inc., 2004-2013. All rights reserved 9
  • 10.
    Tesla Motors In 2013: forecasted 20,000 units in 2014  Latest forecast, 35,000 units in 2014  Stock price up 300% in 2013. Closed at $255.61 (8/22/14) Copyright Value Innovations, Inc., 2004-2013. All rights reserved 10
  • 11.
    Tesla Motors –The Future  The X SUV – November, 2014? Copyright Value Innovations, Inc., 2004-2013. All rights reserved 11
  • 12.
    Tesla Motors –The Future  Model 3 (Affordable EV)  Price, $35,000  20% smaller than the S Sedan  Does lower weight translate to better acceleration? 0-60mph in 3.5 seconds?  Available, 2016  Battery Plant groundbreaking, 2014  Cost, $5B  Panasonic putting up $1B  Panasonic will manufacture the cells  Tesla will assemble the batteries Copyright Value Innovations, Inc., 2004-2013. All rights reserved 12
  • 13.
    Copyright Value Innovations,Inc., 2004-2013. All rights reserved 13
  • 14.
    Tesla Motors –Li ion Gigafactory  Production Capacity, 500,000 units/y Copyright Value Innovations, Inc., 2004-2013. All rights reserved 14
  • 15.
    Tesla Motors –S Convertible  Newport Convertible Engineering  Soft Top, $29K; Hard Top, $49K  100 cars ordered for delivery to China  Elon Musk – The next Steve Jobs? Copyright Value Innovations, Inc., 2004-2013. All rights reserved 15