{ "cells": [ { "cell_type": "markdown", "source": [ "# 1. Setting up of Environment and API Keys" ], "metadata": { "id": "2OO3LoAlSMAn" } }, { "cell_type": "markdown", "source": [ "# Install Libraries" ], "metadata": { "id": "wQAwQv00tXMW" } }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "WOgb93-PXOTj", "colab": { "base_uri": "https://localhost:8080/" }, "outputId": "caaa5171-302f-4f6b-d535-f63dd72cbdc7" }, "outputs": [ { "output_type": "stream", "name": "stdout", "text": [ "\u001b[2K \u001b[90m━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━\u001b[0m \u001b[32m437.8/437.8 kB\u001b[0m \u001b[31m7.1 MB/s\u001b[0m eta \u001b[36m0:00:00\u001b[0m\n", "\u001b[2K \u001b[90m━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━\u001b[0m \u001b[32m2.4/2.4 MB\u001b[0m \u001b[31m16.9 MB/s\u001b[0m eta \u001b[36m0:00:00\u001b[0m\n", "\u001b[2K \u001b[90m━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━\u001b[0m \u001b[32m66.3/66.3 kB\u001b[0m \u001b[31m7.7 MB/s\u001b[0m eta \u001b[36m0:00:00\u001b[0m\n", "\u001b[2K 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"metadata": { "id": "E5wtbA87tvAO" } }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "sPoHgiG0Vm1J" }, "outputs": [], "source": [ "# For setting/extracting environment variables such as API keys\n", "import os\n", "\n", "### For Web/API Scraping\n", "# for querying Financial Modeling Prep API\n", "from urllib.request import urlopen\n", "import json\n", "\n", "### For Converting Scraped Text Into a Vector Store of Chunked Documents\n", "# for tokenizing texts and splitting them into chunks of documents\n", "from transformers import GPT2TokenizerFast\n", "from langchain.text_splitter import RecursiveCharacterTextSplitter\n", "# for turning documents into embeddings before putting them in vector store\n", "from langchain.embeddings import HuggingFaceEmbeddings\n", "# for vector store of document embeddings\n", "from langchain.vectorstores import Chroma\n", "\n", "### For Loading LLM and Querying It\n", "# for loading HuggingFace LLM models from the hub\n", "from langchain.llms import HuggingFaceHub\n", "# for querying LLM conveniently using input documents as context\n", "from langchain.chains.question_answering import load_qa_chain\n", "\n", "### For Gradio App UI\n", "import gradio as gr # needed for part 2 of the article" ] }, { "cell_type": "markdown", "source": [ "## Set up [Financial Modeling Prep API Key](https://utm.io/uf2wb)\n", "\n", "This code stores your Financial Modeling Prep API Key in an environment variable and access it when needed.\n", "\n", "NOTE: You do not need an API key if you just want to try chatting with earnings call transcripts as I have already scraped recent earnings call transcripts of Tesla with my own API key and put it together with an LLM endpoint into a [gradio app here](https://huggingface.co/spaces/bohmian/chat_with_earnings_call). Feel free to play with it to see how it works!\n", "\n", "If you wish to program it yourself, you will need to subscribe for an API Key to be able to scrap stock earnings calls transcripts for any ticker and for any year/quarter using this API. You can sign up for an API key at a discounted rate using [this link](https://utm.io/uf2wb).\n", "\n", "NOTE: Instead of subscribing for an API key you can also choose to replace this section of the code with other text scraping code before the next section, where we will call an LLM model, convert the scraped text into a vector database for the user to query upon, and as context for our LLM model to base its answer on." ], "metadata": { "id": "2au2kRFBul-D" } }, { "cell_type": "code", "source": [ "os.environ['FMP_API_KEY'] = \"your_api_key\"\n", "fmp_api_key = os.environ['FMP_API_KEY']" ], "metadata": { "id": "DHL8DVD3ulLL" }, "execution_count": null, "outputs": [] }, { "cell_type": "markdown", "source": [ "## Set Up HuggingFace API Token" ], "metadata": { "id": "rBnpkH06g-Ti" } }, { "cell_type": "code", "source": [ "# Set HuggingFace API Key to load inference endpoint of model\n", "# This API Token must be stored as an environmental variable with this exact name, for HuggingFace API calls to work\n", "os.environ['HUGGINGFACEHUB_API_TOKEN'] = \"your_api_key\"" ], "metadata": { "id": "iLQ_-l-Pg9Br" }, "execution_count": null, "outputs": [] }, { "cell_type": "markdown", "source": [ "# 2. Scrape the Earnings Call Transcripts (Using Financial Modeling Prep API)" ], "metadata": { "id": "4_dPIhVuWSV6" } }, { "cell_type": "markdown", "source": [ "This function parses the JSON returned from the Financial Modeling Prep API into a Python dictionary, we will see how we can use it later." ], "metadata": { "id": "d1BnrP4buv1F" } }, { "cell_type": "code", "source": [ "def get_jsonparsed_data(url):\n", " response = urlopen(url)\n", " data = response.read().decode(\"utf-8\")\n", " return json.loads(data)" ], "metadata": { "id": "UDLboD7GR3mC" }, "execution_count": null, "outputs": [] }, { "cell_type": "markdown", "metadata": { "id": "FY2bA367gq1A" }, "source": [ "Here you can choose to scrape earnings call transcripts for multiple years and multiple tickers by modifying the lists below (each year has up to four quarters of earnings calls). Of course, the more you decide to scrape, the longer it will take especially when covnerting them into a vector database later.\n", "\n", "Each transcript is stored as a dictionary that has the following structure:\n", "\n", "\n", "```\n", "{\n", " \"symbol\": \"AAPL\",\n", " \"quarter\": 3,\n", " \"year\": 2020,\n", " \"date\": \"2020-07-30 23:35:04\",\n", " \"content\": \"The content of the call including who is speaking what\"\n", "}\n", "```\n", "\n", " \n", "We store all of them into the list called 'transcripts' below." ] }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "m9eui8UHVm1R" }, "outputs": [], "source": [ "# Can choose multiple years, but will take longer time to scrape and convert into vector database\n", "years = [2023]\n", "\n", "# Can choose multiple tickers, but will take longer time to scrape and convert into vector database\n", "tickers = ['TSLA']\n", "\n", "transcripts = []\n", "for year in years:\n", " for ticker in tickers:\n", " url = f\"https://financialmodelingprep.com/api/v4/batch_earning_call_transcript/{ticker}?year={year}&apikey={fmp_api_key}\"\n", " transcript = get_jsonparsed_data(url) # this returns a list of dictionaries, each list is a year's worth of earnings calls\n", " transcripts.extend(transcript) # store all the calls into a single list" ] }, { "cell_type": "markdown", "source": [ "# 3. Tokenize the Earnings Calls Transcripts (Using GPT2Tokenizer Fast from HuggingFace) and Split Them Into Multiple Text Chunks (Using RecursiveCharacterTextSplitter from Langchain)" ], "metadata": { "id": "_hq-XuJAfsJ8" } }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "TPVM4NYseEQ1", "colab": { "base_uri": "https://localhost:8080/", "height": 145, "referenced_widgets": [ "601b9204f58d4557be91088fc3167efd", "fb5e922415724687a26cd3fc1519396a", "f43f794ce596452b94afe88ea293a589", "4d75d7bab30546beabe6d6a226cd15ce", "a03e41a12a5040489a095cb952dc30f7", "6b993680f09f48cfa225ba17ad1614f0", "54df10e08b1543a08ef1f0a647528c2d", "32ff7a99410f46dd8c3dcd0bca4669e2", "e43ee4b0c13541d58bd05f7ea489f779", "bb7ca50e98c84a93b3bcfd20a9c44427", "deacbdab708145899efe678d1c6d1334", "bf51bbfef11c43d29f7b0411b58ba6d8", "7c07a570590944a489267132d66b40d3", "45ef3991115c4e8c91af712d8b4dab1a", "cfa18dbea5ef4e8999eb3bb7f40a335e", "d441d72dd9e74d1e95ef00145cb29cd6", "09bb770b08244e7fb0c1f2cc5436297c", "aad82a7d1724471ea5d4363c870c6289", "c35aeea1b3f84e95897516a5aa162a9f", "f2d9f903e39d4f51b888b8c7fd992b63", "a63895ed270442d9aff718295c400b8e", "37222cea1e0243ef8128e72a711150ca", "156d377d14894ce891248a5efd07b093", "10f7a6253e98478ca70ed79105bef5e7", "fe345281e2e845adad77260c2bdae1d1", "e0a5c38c1321408f8d677b87d2de09d2", "e645c400578242f9a5a75c970dc253cc", "8560e1f069c4432684d148f7e2683d53", "77604399e5414c7298efe1b4af16290e", "37329be87b2b419895f5ed699f4620a9", "4a3b60041951497eab15a0e0f54bfc94", "7b91fcfc96ce47cfa090048e9144ced9", "d5877d3e31604c649c882db58b6395e0", "3a003c1198204708a03cbaebaad3c700", "08d8c06b540d4841a0af7d89f979ec8f", "4c297f6a311846d1850eef20734ea135", "fa463439d5b14fc7898fc3dd1d8c3f62", "c7caa638ffc54c83beb1d278013d0ea7", "a24264fe188d41f6b7f338b742c5f4af", "a454c931a7ba4a22b10b2faaef9ccf38", "3b14a4ed215f4e7684f002c82682fd12", "76bfd07b48464cb78aaf26ef1cda7423", "38ee3017e245471aaa1139a6486eba61", "06e1579753904fb39ebf7b770d2c14ae" ] }, "outputId": "f3806b95-4881-442e-f732-19ffc26876b9" }, "outputs": [ { "output_type": "display_data", "data": { "text/plain": [ "Downloading (…)olve/main/vocab.json: 0%| | 0.00/1.04M [00:00 1024). Running this sequence through the model will result in indexing errors\n" ] } ], "source": [ "all_documents = []\n", "for transcript in transcripts:\n", " # Split each earnings call transcript into document chunks and store it in texts\n", " documents = text_splitter.create_documents([transcript['content']])\n", " for document in documents: # The split chunks are called documents\n", " # Add ticker symbol and date of earnings call to the metadata of each document to easily identify its source in future\n", " document.metadata = {\"title\" : f\"{transcript['symbol']} Earnings Call: {transcript['date']}\"}\n", " # Add all the documents into document list of all news articles\n", " all_documents.extend(documents)" ] }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "FKMY3UxOHIWx", "colab": { "base_uri": "https://localhost:8080/" }, "outputId": "3aea3637-1b0b-4a21-f0ef-4534a61541dc" }, "outputs": [ { "output_type": "execute_result", "data": { "text/plain": [ "Document(page_content='Zachary Kirkhorn: Yes. Thanks Martin. As Elon mentioned, Q2 was another record quarter of production and deliveries, as well as records in profit for our energy and services and other businesses. Congratulations again to the Tesla team on the continued progress. As we navigate through a period of economic uncertainty, rising interest rates, volatility in consumer confidence and regulatory change, I want to comment on our financial approach. First, the single most important priority is to ensure we are continuing to invest heavily in the core technologies that will drive the long-term value of the business. This includes increasing spending on AI related technologies such as full self-driving, Optimus and Dojo, as well as new products such as Cybertruck, our next generation platform and the Semi, as evidenced by the continued growth in our R&D spend. This also includes continuing our investments in capacity expansion, not only in our vehicle factories, but also our Supercharging network, service, internal applications, and battery', metadata={'title': 'TSLA Earnings Call: 2023-07-19 21:33:10'})" ] }, "metadata": {}, "execution_count": 9 } ], "source": [ "# Example of a document, note its metadata\n", "all_documents[12]" ] }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "8jNRcWbfWajj", "colab": { "base_uri": "https://localhost:8080/" }, "outputId": "bdd43352-aeaf-4a56-af1f-564fb0c98033" }, "outputs": [ { "output_type": "execute_result", "data": { "text/plain": [ "163" ] }, "metadata": {}, "execution_count": 10 } ], "source": [ "len(all_documents)" ] }, { "cell_type": "markdown", "source": [ "#4. Transform the Chunks Into Vector Embeddings (Using HuggingFaceEmbeddings from Langchain) and Store Them in a Vector Store (Using Chroma from Langchain)" ], "metadata": { "id": "OCBX4MOQf4kl" } }, { "cell_type": "code", "source": [ "# Initialize the default model for embedding the tokenized texts into vectors so the model can work with them\n", "# The articles will be stored in this vector embeddings in the vector database\n", "hf_embeddings = HuggingFaceEmbeddings()" ], "metadata": { "id": "hBbupa_ZMCpO", "colab": { "base_uri": "https://localhost:8080/", "height": 465, "referenced_widgets": [ "2be43714b5b54f4187b6e061f85d66f3", "11076c1e670b459b89e0012c63a01baf", "742b6f87d6e443d8b501bba080c702a4", "6313a735d38f45098e606d148292060b", "55c43e5c19324d2c91b85d3e66d124e2", "da14fc5294d146279f16344cd9393851", "efb0016a8f1f4c60a4f42e6e7bfae9a9", "6c29989ce01241cabd6009bf4b8b50df", "e704ffbe938c4f8fa1328b8ba2e09da3", "145efff439834707ad0ad940bc31ed40", "8641498621bd46599deba95e1a96bcdd", "9d0cdf2d1f3a4fcd983545cbe1966264", "d5fe5c0921764e60a027f53f416c3a7d", "7d322c949c1d464ea6653c6e0ecd47fc", "6168d557c4e747da892c609246c807c2", "cda571925dae4781aa67c87ce0f3edbc", "ca093ca05f794991a429169bc0dfb38a", "ef4f9b4408c7452ca0b783ed2fb3cc3b", "a46aa73a693243bd8ec964fdfa9237f4", "87ae4d109cad4467a033f6b24304e402", "5066009d46034e0b876e2ddc20323e83", "372cd97c29cc493fbaa53299f9a0520b", "bbbf47d6e37c433d8e1244f1943e78b6", "fba57f486213410dbe75e4ccc2231ea1", "18081515ba9240198e1ae38ac895730f", "7c5fff50de194bfcb4e19b08e7cdea40", "73d33f38c2f64bf398e9c5b4eb0478a6", "0609cf04756a4f008ba64375b734bf1e", "aa7276c1f7f94c779c5d296e7156c661", "7d124c7267554ff8abe951fbb40a95ed", "377641f189b74cfc98a3407855eefe4a", "4818404178fb450b97c3df7d30baefca", "e010f7e98d814792b8b6a362af907a85", "8e6b9bd029e044e49145f85fc8125b21", "9dfa6d2d21fc43029dc1a660f142cbc6", "18c4e89873074be3a26975dc6075f4eb", "2f61817b87344e2ba6eb26705bbefa87", "bddd1cf7996d4acf88a364915754c24d", "bce0bd961c2643ac89da9ed4e14098ce", "603f5963a7744f17a48d4de6ce6ba352", "ec8d1acd4c674a0880491adeeea4487e", "008382895e2a45a9825941f0d56ab88b", "4557c98165cf4972af23ec5ec7be7b9e", "70df2fbe8c704f85a7eeab99da9ad8e2", "f9e6b8b212254ff89fc80feb9f5fc24a", "c666d450fd2c4636b270c6eb24d80729", "39ebf3b1aa02430883771a665d4c2d47", "5fb7196d40e546a6a7dd5472eca42186", "30853c55aaed49e29b0542fae40ce06c", "c2b6f4ecdf3d44fd87640b158e8084ed", "dcbecb7462f446e0aa6f3528ad2baa96", "5d302b7b2672476d996009b9a6cd06b1", "cb9e2ec604134073889d42bb6ab79a98", "f0b4f6932e5c423e8778efdea2f0aca1", "fe106299712346c58a91549037975aba", "ac20a39962cc400aadb718069f287fe5", "8d0adbf3a1ef446e951778b6b73fb6ab", "c185a312d4884476a78c2a37c5602c74", "94c77ab768c942fa91685cb921cfac35", "60705cc53c244fb1ad05b190f4372308", "58f17d09524b4b22af8cab68e53d0cfb", "e1ebeb5fc0b24d9091531325e77f315c", "a58d25b3fa164fe5a6aeebe246291642", "66744929382c4b1aa90785dad23e9d7e", "5e6707ab45ad4ee4a8e52b3a7a2dcf1c", "188a0f17bca346d7bcd34aa2f78285ca", "c471a9dab4ac4bea9549107139a06f2f", "42ca8ce6ba004eee9c262ebfe536e466", "4b09257eb8aa4811be8cb5dd1d37b30d", "b7c75f5fc80e4edcb58fe65351e4b69f", "584eaa33f5c548a79fffd61f7891d855", "32395d84ed844defb6ad8310a19489b3", "934911ac2cb1472289a7ed476ed8d8a7", "5a6c524c57774f27b0ec8ded48d3d83a", "e1876f794ba44472aeeefb43cb07217d", "89839188933f4041bb9291eafb0a1fa4", "9b086ebf739a475bb664316e689876bd", "cb04c9e5a7234301a88b43b55001d29c", "0a89d2b8ea7c463e9e33bd8b48ee9349", "95b20d07c74441f18493b396e3d5bd18", "708eac22d7dd4a71b13b24e9e40da0da", "78b0ad62498641aea756d17059bfbc29", "30b2a95ba0074cc3ad265ab0d716a59f", "5826f4a8549a478b952d42d144b730ce", "03412d16dde44f8ab6623135e16a4eca", "e0f9b61208554151946132fdf1f847e3", "57e5c4d968254124a602ea2faf9efe48", "54c0d04d78054e9990508593d5f1bdf1", "daa62b2948084889935c8c3d06657c5b", "05b2a747e9734eed96a8581ad3450ca3", "5d48cbd78be84a8c833401fe1cad2603", "6e35e34d0ba442c08cb22a9659e0b9b3", "7817491db80745e08e4895092020245f", "dcff5595f8e84432adbd35b493ec3dae", "c92d12005f184cdf8dc7c83761e4c023", "bd391660f5ac43568f9045fe52eeb3f7", "0c2a5c9bced742be951cb5d744e5cb02", "db266b0a30c04dd7bc384dff74fd8aef", "8e70b8aed9334c06a4f516722f334ea2", "0a45462a77264baeaf10f52c4a4e2dd3", "141d194629a34dcbbb1ca998f1bd2784", "eab4f943d8064ede98b1853d2df691be", "234a51a8d22544028f378a4faf87c18d", "4015408e04274332ad945bc1d82d79f0", "1e149b93e05c405b84fff25659302655", "d42ceae20e02455eb9a78f1eb713da19", "7221ecefd5274a7391112a19dd1ec87d", "ed9427c9f0644c8387a5e212d1c07464", "e82a35eb942b4393abd1a9e94f51c420", "8f308fe4e57643e09cbdb9cfb0f042ee", "0dd7d29e9812434c824b987e08798c57", "adf7df2cfc564da38ac78ce6826bf385", "bbed48b37b54477ab4fa51cc5d5fc35f", "907019acfb864b489d79a9d530b6c7a5", "471b22817d2740c98ecca6ab1d119191", "6c04a8c3de6748cdbd0e5fa1f978a0f6", "df61b101ab3b47fb9573813a98df3499", "cfe72c706ffc4abea6229bbc1e8c28ee", "eee252c6a8e245488548d4e67b41889d", "5e90a7bd3b214d22baf07d2a68d5c4e7", "752026808f194c5e88ed45fdc93acd1d", "33ada01fa9654b7c851d574822b7dbe2", "35094e3c6e8d4d24b1d5dcffc7f36159", "630611d8bf56408f8f3c00f6681d99ee", "2b3ce543a3664d48908e17fd31ebe21d", "65bf2c8498b5433f9b9bb0eb393e8cab", "dd447d6aec5f4c65a81c18fcdcf42db3", "1883b50e4b884b0abb8bba08c8ad37c6", "1a8935fb17fb48f99b279eb91b8f787f", "455033348ea848f29a7e6d948c8fae20", "72ff10349eef47b0ae1bae18171a117e", "5764f6b5dd0a4d8181ccc85c8172e9bb", "e04892b1f6d44140804dc7892697b85b", "3f1b0dba64a8467988f689e00cef96da", "86d1c15925e24156865b4789bcc68fe4", "cc492a3b1f69470d9f865af2f76abf4c", "e72cfeccd69045e98c82798fa3926362", "9c59f97e45844d96a9e70fdac8f8a819", "438f11c248d34458b86775a12b8588c4", "f23cefd3a4ca4dac8249df87fdc6216d", "faadaeae4d5d41e0b5a553a1e6929017", "011a00a464554986a8e5f0de01bcf865", "dc8341dab07048a685f66b6065c096cb", "ecd05b0ce2694d3695b767866a3f4475", "df756ff79a7645e08e6111e6fc6ba5a0", "21fa4df510b345bf94d9995a48332bf3", "ccdb3d0d19a747c2a8b8ec1a917f4d4c", "0010dbd1aa98418893b5de1abb112c5e", "f1506713f6054af7af7eee41d2c53bde", "797a693f80c14926be43a4860fe5a3de", "51799a37a8904c8f85c4aaddffca1e13", "0406aa88d3e9410295027ab8ac5edc7d", "2d5545ce5e2a4f69b1289af10fc9130c", "f35433ba0df243ae8e9e4f672f4ac091" ] }, "outputId": "9e2b1bbe-dcef-4cdb-cc8d-04d8e6ce40f9" }, "execution_count": null, "outputs": [ { "output_type": "display_data", "data": { "text/plain": [ "Downloading (…)a8e1d/.gitattributes: 0%| | 0.00/1.18k [00:00 Entering new StuffDocumentsChain chain...\u001b[0m\n", "\n", "\n", "\u001b[1m> Entering new LLMChain chain...\u001b[0m\n", "Prompt after formatting:\n", "\u001b[32;1m\u001b[1;3mUse the following pieces of context to answer the question at the end. If you don't know the answer, just say that you don't know, don't try to make up an answer.\n", "\n", "Alex Potter: Okay. Great. And then I guess my second question is on your ability to serve other markets out of Shanghai. Obviously, the facility in Berlin should be opening up your ability to, I guess, allocate more vehicles to Southeast Asia, Australia, other areas. I'm just wondering what other regions do you think you're maybe not yet serving effectively? What are your timelines for addressing some of those gaps in your regional exposure? Thanks.\n", "Elon Musk: Yes. That's a good question because there are still many parts of the world that we do not yet serve with respect to vehicles especially. So we do expect to open up new markets around the world. And while those markets are not necessarily individually gigantic, they do add up to add a whole bunch of markets. They do collectively sum up to something significant. So it's high time that Tesla operates its cars to the rest of the world, and that is something that we intend to do.\n", "\n", "by an increasing rate of deliveries for our Megapack products. We are also making progress on storage profitability, generating our highest gross profit yet in the quarter. Third, I want to reiterate the philosophy by which we're operating the business this year. Our approach is to grow volumes as quickly as possible in both our vehicle and energy businesses. We plan to continue to invest heavily into our future plans, which include the Cybertruck next-generation platform, in-house cell production, energy storage business and our autonomy and AI-enabled products. And we plan to do this while keeping the business financially healthy and industry leading. To accomplish this, we need to remain focused on cost efficiency and working capital and in particular, unwinding the strategic inventory buildup left over from the pandemic. I want to conclude by thanking the Tesla team again, as well as thanking our suppliers and our customers.\n", "\n", "Elon Musk: Where’s that crystal ball, again? If I may, look, the short-term variances in gross margin and profitability really are minor relative to the long-term picture. Autonomy will make all of these numbers look silly. I’d recommend looking at ARK Invest. I think their analysis is very good. It’s the best. And generally, Fintwit or the finance, Smart Finance people on Twitter, follow their accounts. They’re great. So that’s in my opinion where you’ll get the best info. So, I strongly believe Tesla is a big long-term investment. And don’t sweat when things go up and down. In fact, if the market panics, buy; if the market is a little too exuberant, sell at the time. But just generally, like -- I feel -- I’m confident we’ll deliver over long\n", "\n", "Martin Viecha: Good afternoon, everyone, and welcome to Tesla's First Quarter 2023 Q&A Webcast. My name is Martin Viecha, VP of Investor Relations and I'm joined today by Elon Musk, Zachary Kirkhorn, and a number of other executives. Our Q1 results were announced at about 3:00 P.M. Central Time in the update deck we published at the same link as this webcast. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could differ materially due to a number of risks and uncertainties, including those mentioned in our most recent filings with the SEC. During the question-and-answer portion of today’s call, please limit yourself to one question and one follow-up. Please use the raise hand button to join the question queue. But before we jump into Q&A, Elon has some opening remarks.\n", "\n", "Question: [INST]How is Tesla planning to expand?[/INST]\n", "Helpful Answer:\u001b[0m\n", "\n", "\u001b[1m> Finished chain.\u001b[0m\n", "\n", "\u001b[1m> Finished chain.\u001b[0m\n" ] }, { "output_type": "execute_result", "data": { "text/plain": [ "'\\n\\nTesla is planning to expand its operations in various ways. One way is by opening new markets around the world, especially in regions that do not yet have Tesla vehicles available. They intend to invest heavily into their future plans, which include the Cybertruck, in-house cell production, energy storage, and autonomy and AI-enabled products. Additionally, they plan to continue to grow their volumes as quickly as possible in both their vehicle and energy businesses, while keeping the business financially healthy and industry leading. To accomplish this, they need to remain focused on cost efficiency and working capital and unwind the strategic inventory buildup left over from the pandemic.'" ], "application/vnd.google.colaboratory.intrinsic+json": { "type": "string" } }, "metadata": {}, "execution_count": 15 } ] }, { "cell_type": "markdown", "source": [ "## 6.1. Combine the above into a convenient function" ], "metadata": { "id": "TZPFAa6YDwSP" } }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "g97UQxcRpNx_" }, "outputs": [], "source": [ "def qa_compute(query:str,vectorstore:Chroma,llm:HuggingFaceHub,verbose=False):\n", " \"\"\"\n", " Print all the simuilar docs and return answer to the query\n", " \"\"\"\n", " similar_docs = vectorstore.similarity_search(query,k=4)\n", " qa_chain = load_qa_chain(llm, chain_type=\"stuff\",verbose=verbose)\n", " response = qa_chain.run(input_documents=similar_docs, question=f\"[INST]{query}[/INST]\")\n", "\n", " return response, similar_docs" ] }, { "cell_type": "markdown", "source": [ "## 6.2. Ask a Few More Questions!" ], "metadata": { "id": "IZSAFOA8ISzo" } }, { "cell_type": "code", "execution_count": null, "metadata": { "id": "HHxJhIbUpODD", "colab": { "base_uri": "https://localhost:8080/" }, "outputId": "c12fee2c-b1f9-48e3-9d96-921bd6057f44" }, "outputs": [ { "output_type": "execute_result", "data": { "text/plain": [ "(\"\\n\\nDuring Q1 2023, Tesla faced several challenges that affected its earnings. One of the main challenges was the impact of additional action taken in the second half of the quarter to improve vehicle pricing. This, combined with one-time items such as warranty adjustments on older S and X vehicles and increased deferred revenue for certain Autopilot features, led to a reduction in automotive gross margin and operating margin.\\n\\nAnother challenge faced by Tesla was the macro environment, which remained uncertain, particularly with large purchases such as cars. Despite reducing prices considerably in early Q1, the operating margin remained among the best in the industry.\\n\\nDespite these challenges, Tesla's team was able to achieve record vehicle production and deliveries, and the energy storage team also set a record for volumes. The company's progress on vehicle cost reduction continued in Q1 with meaningful improvements on logistics and the beginnings of some commodity cost\",\n", " [Document(page_content=\"Martin Viecha: Good afternoon, everyone, and welcome to Tesla's First Quarter 2023 Q&A Webcast. My name is Martin Viecha, VP of Investor Relations and I'm joined today by Elon Musk, Zachary Kirkhorn, and a number of other executives. Our Q1 results were announced at about 3:00 P.M. Central Time in the update deck we published at the same link as this webcast. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could differ materially due to a number of risks and uncertainties, including those mentioned in our most recent filings with the SEC. During the question-and-answer portion of today’s call, please limit yourself to one question and one follow-up. Please use the raise hand button to join the question queue. But before we jump into Q&A, Elon has some opening remarks.\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'}),\n", " Document(page_content='Martin Viecha: Good afternoon, everyone, and welcome to Tesla’s Second Quarter 2023 Q&A Webcast. My name is Martin Viecha, VP of Investor Relations. And I’m joined today by Elon Musk, Zachary Kirkhorn, and a number of other executives. Our Q2 results were announced at about 3:00 pm Central Time in the update deck we published at the same link as this webcast. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could differ materially due to a number of risks and uncertainties, including those mentioned in our most recent filings with the SEC. During the question-and-answer portion of today’s call, please limit yourself to one question and one follow-up. Please use the raise hand button to join the question queue. But before we jump into Q&A, Elon has some opening', metadata={'title': 'TSLA Earnings Call: 2023-07-19 21:33:10'}),\n", " Document(page_content=\"Zachary Kirkhorn: Thanks Martin. I want to start by congratulating the Tesla team for record vehicle production and deliveries. And I also want to congratulate our energy storage team for record volumes as well. There's three main points I want to make. First, automotive gross margin and operating margin reduced sequentially. But as Elon mentioned, these remain at healthy levels. In particular, automotive gross margin was impacted by a few factors since our discussion on the last earnings call, which include additional action taken in the second half of the quarter to improve vehicle pricing and one-time items, most notably warranty adjustments on older S and X vehicles as well as increased deferred revenue for certain Autopilot features as we transition technologies. Progress on vehicle cost reduction continued in Q1 with meaningful improvements on logistics and the beginnings of some commodity cost reductions starting to be realized. Per unit cost for Austin and Berlin improved as well, driven by record volumes. However, these factories still provide a margin headwind and\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'}),\n", " Document(page_content=\"Elon Musk: Thank you, Martin. So just a Q1 recap. Model Y became the best-selling vehicle of any kind in Europe and the best-selling non-pickup vehicle in the United States. And this is in spite of a lot of challenges in production and delivery. So it's a huge credit to the Tesla team for achieving these great results. The -- it is worth pointing out that the current macro environment remains uncertain. I don't think I'm telling anyone anything, I think people already know, especially with large purchases such as cars. And while we reduced prices considerably in early Q1, it's worth noting that our operating margin remains among the best in the industry. We've taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margin. However, we expect our vehicles, over time, will be able to generate significant profit through autonomy. So we do believe we're like laying the groundwork\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'})])" ] }, "metadata": {}, "execution_count": 45 } ], "source": [ "query = \"What are the challanges faced by Tesla and how did the affect earnings?\"\n", "qa_compute(query,chroma_db,hf_llm)" ] }, { "cell_type": "code", "source": [ "query = \"Is Tesla coping well with its challenges?\"\n", "qa_compute(query,chroma_db,hf_llm)" ], "metadata": { "colab": { "base_uri": "https://localhost:8080/" }, "id": "xISuzAmkKIOA", "outputId": "6cbc108c-008e-4fbf-a8ec-bb2ea4f86f75" }, "execution_count": null, "outputs": [ { "output_type": "execute_result", "data": { "text/plain": [ "(\" Based on the information provided in the context, it seems that Tesla is facing challenges in production and delivery of its vehicles, but despite these challenges, the company has achieved significant success in sales of Model Y in Europe and the United States. The company has also made progress on storage profitability and is investing heavily in its future plans. The company's approach is to grow volumes as quickly as possible in both its vehicle and energy businesses while keeping the business financially healthy and industry leading.\",\n", " [Document(page_content=\"Elon Musk: Thank you, Martin. So just a Q1 recap. Model Y became the best-selling vehicle of any kind in Europe and the best-selling non-pickup vehicle in the United States. And this is in spite of a lot of challenges in production and delivery. So it's a huge credit to the Tesla team for achieving these great results. The -- it is worth pointing out that the current macro environment remains uncertain. I don't think I'm telling anyone anything, I think people already know, especially with large purchases such as cars. And while we reduced prices considerably in early Q1, it's worth noting that our operating margin remains among the best in the industry. We've taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margin. However, we expect our vehicles, over time, will be able to generate significant profit through autonomy. So we do believe we're like laying the groundwork\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'}),\n", " Document(page_content=\"by an increasing rate of deliveries for our Megapack products. We are also making progress on storage profitability, generating our highest gross profit yet in the quarter. Third, I want to reiterate the philosophy by which we're operating the business this year. Our approach is to grow volumes as quickly as possible in both our vehicle and energy businesses. We plan to continue to invest heavily into our future plans, which include the Cybertruck next-generation platform, in-house cell production, energy storage business and our autonomy and AI-enabled products. And we plan to do this while keeping the business financially healthy and industry leading. To accomplish this, we need to remain focused on cost efficiency and working capital and in particular, unwinding the strategic inventory buildup left over from the pandemic. I want to conclude by thanking the Tesla team again, as well as thanking our suppliers and our customers.\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'}),\n", " Document(page_content=\"Martin Viecha: Good afternoon, everyone, and welcome to Tesla's First Quarter 2023 Q&A Webcast. My name is Martin Viecha, VP of Investor Relations and I'm joined today by Elon Musk, Zachary Kirkhorn, and a number of other executives. Our Q1 results were announced at about 3:00 P.M. Central Time in the update deck we published at the same link as this webcast. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could differ materially due to a number of risks and uncertainties, including those mentioned in our most recent filings with the SEC. During the question-and-answer portion of today’s call, please limit yourself to one question and one follow-up. Please use the raise hand button to join the question queue. But before we jump into Q&A, Elon has some opening remarks.\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'}),\n", " Document(page_content='Martin Viecha: Good afternoon, everyone, and welcome to Tesla’s Second Quarter 2023 Q&A Webcast. My name is Martin Viecha, VP of Investor Relations. And I’m joined today by Elon Musk, Zachary Kirkhorn, and a number of other executives. Our Q2 results were announced at about 3:00 pm Central Time in the update deck we published at the same link as this webcast. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could differ materially due to a number of risks and uncertainties, including those mentioned in our most recent filings with the SEC. During the question-and-answer portion of today’s call, please limit yourself to one question and one follow-up. Please use the raise hand button to join the question queue. But before we jump into Q&A, Elon has some opening', metadata={'title': 'TSLA Earnings Call: 2023-07-19 21:33:10'})])" ] }, "metadata": {}, "execution_count": 48 } ] }, { "cell_type": "code", "source": [ "query = \"Is Elon happy about Tesla?\"\n", "qa_compute(query,chroma_db,hf_llm)" ], "metadata": { "colab": { "base_uri": "https://localhost:8080/" }, "id": "igTejP4eIi8C", "outputId": "052509ee-f892-4712-cbb2-e1a93cb23021" }, "execution_count": null, "outputs": [ { "output_type": "execute_result", "data": { "text/plain": [ "(\" Yes, based on the context provided, it appears that Elon Musk is happy about Tesla. He mentions several achievements of the company, including being the best-selling vehicle of any kind in Europe and the United States, and achieving record vehicle production and deliveries and record revenue in Q2. He also mentions Tesla's continued target of 1.8 million vehicle deliveries this year, despite a slight decrease in production due to summer shutdowns.\",\n", " [Document(page_content=\"Elon Musk: Thank you, Martin. So just a Q1 recap. Model Y became the best-selling vehicle of any kind in Europe and the best-selling non-pickup vehicle in the United States. And this is in spite of a lot of challenges in production and delivery. So it's a huge credit to the Tesla team for achieving these great results. The -- it is worth pointing out that the current macro environment remains uncertain. I don't think I'm telling anyone anything, I think people already know, especially with large purchases such as cars. And while we reduced prices considerably in early Q1, it's worth noting that our operating margin remains among the best in the industry. We've taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margin. However, we expect our vehicles, over time, will be able to generate significant profit through autonomy. So we do believe we're like laying the groundwork\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'}),\n", " Document(page_content='Elon Musk: Thank you, Martin. So, just a Q2 recap. In Q2 we achieved record vehicle production and deliveries, and record revenue of about $25 billion in a single quarter. And Model Y became the bestselling vehicle of any kind globally in Q1, surpassing the likes of Corolla and Golf. So, it was the number one vehicle of any kind, including vehicles that are sold at a far lower price. This is, I think, an incredible achievement by the Tesla team, and just a huge thank you to our customers for their support. And this came in spite of high interest rates and a lot of macro uncertainty. And nonetheless, we managed to achieve operating margin of about 10%. We continue to target 1.8 million vehicle deliveries this year. Although, we expect that Q3 production will be a little bit down because we’ve got summer shutdowns to -- for a lot of factory upgrades. So, just probably a slight decrease in production', metadata={'title': 'TSLA Earnings Call: 2023-07-19 21:33:10'}),\n", " Document(page_content=\"Elon Musk: Yes.\\nKarn Budhiraj: Certainly, we want all EVs to succeed, too. We just want to say that we're not like some malicious attacks to try to destroy everybody.\\nElon Musk: Definitely not. We're like opening up superchargers. We've made our patents available for free. So, it's like -- we're trying to be helpful here. So we're not out to destroy competitors or anything like that. We're trying to help competitors, frankly, in any way we can.\\nMartin Viecha: Thank you. Let's go to Dan Levy from Barclays.\", metadata={'title': 'TSLA Earnings Call: 2023-04-19 18:54:06'}),\n", " Document(page_content='Zachary Kirkhorn: Yes. Thanks Martin. As Elon mentioned, Q2 was another record quarter of production and deliveries, as well as records in profit for our energy and services and other businesses. Congratulations again to the Tesla team on the continued progress. As we navigate through a period of economic uncertainty, rising interest rates, volatility in consumer confidence and regulatory change, I want to comment on our financial approach. First, the single most important priority is to ensure we are continuing to invest heavily in the core technologies that will drive the long-term value of the business. This includes increasing spending on AI related technologies such as full self-driving, Optimus and Dojo, as well as new products such as Cybertruck, our next generation platform and the Semi, as evidenced by the continued growth in our R&D spend. This also includes continuing our investments in capacity expansion, not only in our vehicle factories, but also our Supercharging network, service, internal applications, and battery', metadata={'title': 'TSLA Earnings Call: 2023-07-19 21:33:10'})])" ] }, "metadata": {}, "execution_count": 37 } ] }, { "cell_type": "code", "source": [], "metadata": { "id": "tFxWyrl8J0yA" }, "execution_count": null, "outputs": [] } ], "metadata": { "colab": { "provenance": [] }, "kernelspec": { "display_name": "Python 3 (ipykernel)", "language": "python", "name": "python3" }, "language_info": { "codemirror_mode": { "name": "ipython", "version": 3 }, "file_extension": ".py", "mimetype": "text/x-python", "name": "python", "nbconvert_exporter": "python", "pygments_lexer": "ipython3", "version": "3.9.7" }, "widgets": { "application/vnd.jupyter.widget-state+json": { "601b9204f58d4557be91088fc3167efd": { "model_module": "@jupyter-widgets/controls", "model_name": "HBoxModel", "model_module_version": "1.5.0", 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