Navigate
HomeStart here
MusingsResearch & long-form
BuildingProjects & learnings
WorkProfessional practice
RunningTraining & races
AboutValues & identity
Notes & ArchiveJournals, essays, portfolio

Acquired · Tesla · Numbers

Numbers

Every reported figure in the Tesla file, each carrying its source line and the date the figure was captured. Hover any evidence bullet for the citation link.

4 figures5 sources0 current or recent

Reported figures

Vehicle deliveries (2023)

3 yr

~1.81M

vs ~0 for legacy EVs in 2013; the fastest automotive ramp from 0 to 1M+ annual units in history

[Tesla FY2023 annual report] · as of 2023-12

Supercharger stations (2024)

2 yr

~60,000+ stalls

the largest EV fast-charging network globally; now opening to other EVs — the network is becoming a product

[Tesla 2024 disclosures] · as of 2024

Automotive gross margin (peak, 2022)

4 yr

~29%

vs ~7-10% for Toyota, Ford; software-defined vehicles + direct sales + vertical manufacturing drove the gap

[Tesla FY2022 annual report] · as of 2022

  • David:Tesla's automotive gross margin was 29 percent in 2022. Toyota's is about 7 to 8 percent. The difference is vertical integration — Tesla does not pay dealer margins, supplier margins on key components, or the cost of supporting a legacy combustion powertrain.
    [Acquired Tesla, ch. The margin structure]

Market cap (peak, late 2021)

5 yr

~$1.2T

briefly most valuable automaker by 7x over Toyota; the market was pricing in full-self-driving + energy + robotics

[Bloomberg 2021] · as of 2021-11

Freshness

0

Current (≤6 mo)

0

Recent (≤18 mo)

4

Older

Most figures here are 18 months or older — useful for the structural read but verify before quoting in real-time analysis.

Every figure here cites its source. See the sources tab for the aggregated footnote list and which citations back more than one claim.