Clean DisruptionThe Story Remains The Same:

Change, Change, Change

2 million megabytes =

$100

How Disruption Occurs

Solar Revolution

Rooftop Solar vs Retail Electricity

Wind Is Even Cheaper

Why Not Faster?

Inertia...

Eventually, inertia is on your side.

Need A Catalyst

Other Than Price, Disruptive Technology Is

Simply Better

Electric Transport

FUN!

SUPER CONVENIENT

Evolution of EV Competitiveness

EV Battery Pack Cost Estimates

GM / LG Chem Cells = $145/kWh

GM / LG Chem Pack Estimates

Jefferies Analyst

Current battery pack cost = ~$250/kWh

Battery cells to drop ~30% to ~$88/kWh

Non-cell, pack-level costs to drop ~70% to ~$38/kWh

Battery Pack Result = ~$130/kWh

Tesla Batteries Down To $130/kWh?

Tesla Battery Cost Estimates

Lot of New Long-Range EV Concepts

Charging Rates

Supercharger Network 2015

Tesla Supercharger Network 2016

What Consumers Want

Only 10.5% don’t really care about access.

Potential EV Drivers

65% are significantly or MUCH more attracted to an EV that can use Tesla’s Supercharger network.

Unsurprising results...

Potential EV Drivers

...

Current EV Drivers

...

Potential EV Drivers

...

Current EV Drivers

How Disruption Occurs

Tesla Is Here (... & So Is Norway)

Tesla vs Other Large Luxury Cars (USA)

Tesla vs Other Large Luxury Cars (USA)

Tesla Global Growth

The Future Starts… Now

The Future Starts… Now

The Future Starts… Now