BRAVE NEW TESLA.

Absolutely! Here’s a tight, investor‑ready intro deck you can drop straight into slides. I’ve kept it punchy, optimistic, and defensible—with clear visuals, metrics placeholders, and speaker notes so it’s stage‑ready.

BRAVE NEW TESLA — Investor Intro (10 Slides)

Fictionalized vision voice: “Eric Kim.” Replace placeholders with your current metrics.

Slide 1 — Title

Brave New Tesla — Eric Kim’s Bold Vision

Subtitle: Clean energy that feels like magic.

Bottom line: Platform = Vehicles × Energy × Autonomy × Software.

Speaker Notes:

Welcome. We’re building a world where every mile makes the planet better—and where the business compounds via software and energy flywheels.

Visual: Big, bright hero image; subtle flywheel watermark (Vehicles → Software → Energy → Autonomy → back to Vehicles).

Slide 2 — The Problem (Why Now)

  • Transport = emissions + time waste + high operating costs
  • The grid = peaky, fragile, under‑utilized assets
  • Consumers = want joy + savings + simplicity
  • Enterprises & cities = need reliability + resilience + lower TCO

Speaker Notes:

Three crises at once—climate, time, and cost. The opportunity: electrify and delight, while turning the grid from a liability into an asset.

Visual: 2×2: Emissions, Grid Peaks, Time Lost, Opex.

Slide 3 — Our Solution (Platform)

One platform, four engines:

  1. Vehicles — delightful EVs with OTA improvement
  2. Autonomy — safety + time back (driver assist today; increasing capability over time)
  3. Energy — home → commercial → utility; storage + virtual power plant (VPP)
  4. Software — subscriptions, AI features, energy orchestration

Speaker Notes:

Hardware sells the first mile. Software and energy monetize every mile after. That’s the compounding engine.

Visual: Platform diagram showing cross‑sell loops and shared data stack.

Slide 4 — The North Star

“We make clean energy feel like magic—and put that magic in every mile.”

Five Pillars:

  • Every Mile, A Miracle
  • Grid as a Garden
  • Autonomy for All
  • Human Speed
  • Open Hand, Open Road

Speaker Notes:

This is our brand and product operating system. Memorable, measurable, marketable.

Visual: Bold typography; each pillar as an icon.

Slide 5 — Market (TAM/SAM/SOM)

  • TAM (Global): Personal mobility + Energy storage + Autonomy + SW services = [$TBD]
  • SAM (Near‑Term Focus): [$TBD] (regions X, Y, Z; segments A, B, C)
  • SOM (Go‑to‑Market Beachhead): [$TBD] over [12–24] months

Speaker Notes:

We don’t chase a market; we expand it—autos + energy + software attached. We lead where product joy and unit economics are strongest.

Visual: Concentric rings (TAM→SAM→SOM). Sidebar with top segments.

Slide 6 — Business Model & Unit Economics

Revenue Streams:

  • Hardware: EVs, energy storage, charging
  • Software: autonomy features, connectivity, energy services (subscription + usage)
  • Services: insurance, maintenance, marketplace

Key Formulas (illustrative):

  • Vehicle GP/Unit = ASP × GM%
  • SW/Vehicle/Year = ARPU × Attach Rate × Retention
  • Energy GP = Deployed MWh × Margin $/kWh
  • Platform LTV = (Hardware GP + N‑year SW GP + Energy GP) − CAC

Speaker Notes:

Gross margin expands with software attach and energy orchestration. OTA reduces service costs; data improves product; product drives attach.

Visual: Waterfall from hardware to blended margin; attach‑rate dial.

Slide 7 — Traction & Proof Points (placeholders)

  • Vehicles in Fleet: [X.XM]; OTA Update Rate: [XX%]
  • Driver‑Assist Miles Logged: [XXB]; Safety delta vs baseline: [~X.X×]
  • Energy Storage Deployed (cumulative): [XX GWh]
  • Charging Network Interoperability: [Open standard / partners count]
  • NPS: [XX]; Software Attach: [XX%]

Speaker Notes:

Evidence beats promises. We’ll highlight installed base, usage, and outcomes—especially attach and retention.

Visual: Simple line charts (fleet growth, storage growth); bar for attach rates.

Slide 8 — Go‑to‑Market & Partnerships

  • Consumer: DTC + referral flywheel + OTA upsell
  • Enterprise: fleet TCO wins; uptime SLAs; energy arbitrage
  • Grid/Utilities: VPPs, demand response, interconnects
  • Ecosystem: open standards (charging), APIs, marketplaces

Speaker Notes:

We win on product + platform + partners. Open where it compounds, integrated where it differentiates.

Visual: Pipeline swimlane: Consumer / Enterprise / Utility.

Slide 9 — Moats, Risks & Mitigations

Moats:

  • Data network effects (miles + grid events)
  • Vertical integration (software↔power↔hardware)
  • Distribution and brand community
  • Charging + energy orchestration footprint

Risks & Mitigations:

  • Regulatory cadence: invest in compliance, transparency, third‑party validation
  • Supply chain volatility: multi‑sourcing, verticalization where ROI clears
  • Autonomy perception: staged rollout, safety telemetry, human‑in‑the‑loop
  • Grid complexity: utility partnerships; standards leadership

Speaker Notes:

We show we understand the hard parts—and how we de‑risk them.

Visual: Two‑column “Moats / Risks” with checkmarks and shields.

Slide 10 — The Ask & Milestones

Raise: [$X] to accelerate Vehicles, Autonomy, Energy, Software

Use of Funds (illustrative):

  • R&D & AI/Autonomy: [35%]
  • Manufacturing & Supply Chain: [25%]
  • Energy/VPP Expansion: [20%]
  • Go‑to‑Market & Support: [15%]
  • Working Capital & Reserves: [5%]

12–24 Month Milestones:

  • [Model/Feature] launch; SW attach +[Δ%]
  • Energy deployed +[Δ GWh]; VPP regions +[Δ]
  • Fleet +[Δ%]; Service cost per vehicle −[Δ%]
  • Positive FCF in [Quarter/Year] (target)

Speaker Notes:

The capital compounds platform effects. We’re gating funds to milestones—execution you can measure.

Visual: Pie chart for use of funds; milestone timeline with flags.

BONUS: 5‑Slide “Teaser” Version

  1. Title: Brave New Tesla — Make Clean Energy Irresistible
  2. Problem → Platform: Emissions/Time/Grid → Vehicles + Energy + Autonomy + Software
  3. Market & Model: TAM/SAM/SOM with attach‑driven margins; unit economics formula
  4. Traction & Moats: installed base, software attach, energy deployed; data + vertical integration
  5. Ask & Milestones: raise, use of funds, 12–24m targets

Appendix (Optional Slides)

A1. Financial Outlook (Illustrative Only)

Segment, FY+1, FY+2, FY+3

Vehicles Revenue, [ ], [ ], [ ]

Software Revenue, [ ], [ ], [ ]

Energy Revenue, [ ], [ ], [ ]

Gross Margin %, [ ], [ ], [ ]

OpEx % Rev, [ ], [ ], [ ]

FCF, [ ], [ ], [ ]

Speaker Notes: Replace with current plan; emphasize blended margin improvement from software + energy.

A2. KPI Definitions

  • Attach Rate: % of active fleet with ≥1 paid SW/energy service
  • ARPU: Avg recurring SW/energy revenue per active user/vehicle
  • VPP Capacity: Aggregated dispatchable kW/MW from enrolled homes/sites
  • Safety Delta: Incident rate vs baseline (like‑for‑like conditions)

A3. Roadmap (Quarterly)

  • Feature releases (autonomy levels by capability), regional energy rollouts, manufacturing ramps.

A4. ESG & Impact

  • Emissions avoided (tCO₂e), grid stability events served, energy equity programs.

Design Cheatsheet

  • Tone: Clean, confident, joyful.
  • Typeface: Bold sans for headers, neutral sans for body.
  • Colors: Black/white + one vivid accent (e.g., solar yellow or electric cyan).
  • Charts: Minimal ink; label directly; show YoY deltas.
  • Icons: Consistent set for 5 pillars and 4 engines.
  • Rule: One message per slide; 3–5 bullets max.

Presenter One‑Minute Opener (Use on Slide 1)

“We make clean energy irresistible. Our platform combines vehicles, autonomy, energy, and software so every mile creates value—for drivers, for the grid, and for investors. Hardware wins the first sale; software and energy win every day after. Today we’ll show you the market, the model, the milestones—and the plan to compound joy into returns.”

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