Clean disruption – Edelweiss India Conference 2016

Clean Disruption The 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

Tesla Batteries Down To $130/kWh? 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 Battery Cost Estimates

Lot of New Long-Range EV Concepts

Charging Rates

Supercharger Network 2015

Tesla Supercharger Network 2016

What Consumers Want Potential EV Drivers

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

Only 10.5% don’t really care about access.

Potential EV Drivers

Unsurprising results...

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