Wow!!! Tesla brought Model Y prices back up slightly after it sold out build slots through at least the first quarter in the US. And with new facelift, they would ramp up production at lower cost with reducing parts!! Sigma Lithium!! [Sly]
Tesla Undercuts Average US Car by Almost $5,000 in EV Shakeout
Only a car company, there are nothing more. Delivered numbers at what margin? The effects of FSD, software and subscriptions have a longer term investments probably adding AI. Production of battery and technologies? Supercharger Network that gains and still rival companies vehicle need to purchase adapter to enjoy using the Supercharger. [Happy]
Charlie Munger says BYD was his best investment at Berkshire Hathaway—it’s ‘almost ridiculous’ how much it’s beating Elon Musk’s Tesla
This is really an old news... Tesla have plans opening new plants and have the Whitehouse confirmed. With 3000 jobs opening to support back the economy preventing recession, job rates and individual spending power get worse. Your analysis speaks half of what had Tesla been through. Better analysis what it's coming up with. Probably another grow and spiltnin Q3 2024...
Elon is another Steve Jobs, making bold statement and get it done. Tesla have many years of progress and that's reason why he is holding onto. Also the banks willing to loan Elon. Whether a bargain or not, you decides.
So indeed he is a genius. He had foreseen the damages. Thus he reduce productions. Space iseage, storage and many spares reduced keeping resources at hands. [Happy]