Teslabot will be replacing some of these laid off workers

Great review and insight. There is still the enerhy business which is a hidden benefit -- and the ramp up of their batteries and cheaper batteries in China will help the Megapack when their new China Megapack factory goes full swing. It's ramp will be similar to how fast they can build their factories and the availability of lower cost materials and labor will greatly help in the mid to longer term

The pain is coming for these guys

Another brilliant way to save costs; good for buyers and good for investors. Brilliant

Makes good commercial sense to increase sales since Tesla Shanghai has the lowest cost position; adding volume helps lower overall cost. This will greatly affet their competitors who are already losing money on every sales. This is also a test for Tesla to see how far their competitors can support lowering of their price and how far they can affort to lose. This will greatly reduce sales of others beside Tesla. Besides Tesla has an abundant orders from Asia Pacific, and they can ship their addtional production volumes to Asia -- as it is only a very short distance from Shanghai. Great strategy by Tesla China

Only Tesla can do it; others will lose share once this is done

That's great, and it will end some uncertainty in the market