Tesla's 2024 production capacity is expected to be much larger than anticipated
Questions to inspire discussion
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What are the potential safety issues with the Cyber truck?
—The speaker acknowledges potential safety issues with the cyber truck but emphasizes that people will find ways to be foolish regardless of warnings.
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When will the Model 3 Plus production line be converted?
—There are rumors of the Model 3 Plus production line conversion happening in January, but there has been no drop in Model 3 production in Fremont yet, so the timing is uncertain.
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What is the current status of Tesla's production and deliveries?
—Cars are being made and sent to delivery centers, but actual customer deliveries may be delayed until January 1 to improve financials.
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What is the plan for Tesla's Texas factory?
—Originally planned for the Cybertruck, the Texas factory will now focus on producing a large number of Model Y vehicles due to high demand.
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Why is Tesla's 2024 production capacity expected to be much larger than anticipated?
—Tesla's 2024 production capacity is expected to be much larger than anticipated due to the availability of engineering teams and the streamlining of production lines.
Key Insights
- 🚗 The angles of the cybertruck raise safety concerns, especially for children running into the back corner.
- 🚗 Car refreshes and remakes don't always result in a huge jump in sales, but can still be considered a commercial success if there are substantial improvements and cost efficiencies.
- 🚗 Tesla plans to simultaneously launch the Gen 3 vehicle in Austin, Berlin, and Shanghai in 2024, which is very soon.
#Investment #Tesla
Clips
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00:00 🚗 Tesla's capacity for 2024 is expected to be much larger than anticipated, with a desire for a direct Q&A with Elon Musk.
- Brian is being asked to come back because people want to see the ornaments on his tree, which is getting too heavy and not structurally sound, but he plans to electrify it with lights.
- The speaker discusses the overwhelming amount of information about Tesla and expresses a desire for a direct Q&A with Elon Musk.
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01:54 🚗 The Tesla S fiber truck's sharp edges can be smoothed out during metal fabrication, and despite potential safety issues, people will find ways to be foolish regardless of warnings.
- The sharp edges on the Tesla S fiber truck are not a big issue as they can be easily smoothed out during metal fabrication.
- The cyber truck may have some safety issues, but ultimately, people will find ways to be foolish regardless of warnings.
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04:18 🚗 Tesla's 2024 production capacity is larger than expected, with initial deliveries to friends and family, and customer deliveries may be delayed until January 1.
- The speaker is curious about Tesla's current and future production numbers and is waiting for updates from the company and customers.
- Cars are being made and sent to delivery centers, but actual customer deliveries may be delayed until January 1 to improve financials.
- Tesla's capacity for 2024 is larger than expected, with initial deliveries being made to friends and family rather than ordinary customers.
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07:11 🚗 Tesla's capacity for 2024 is expected to be much larger than anticipated, with potential for significant improvements in production and sales.
- Tesla is rumored to be converting its production line for the new Model 3 Plus, with speculation that it will happen in January, but there has been no drop in Model 3 production in Fremont yet, so it is uncertain when the changeover will occur.
- The speaker discusses the delay in the Plaid release and the uncertainty of the Model 3 refresh, dismissing rumors of the Highland refresh being a flop.
- Tesla's capacity for 2024 is expected to be much larger than anticipated, with potential for significant improvements in production and sales.
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10:13 🚗 Tesla's capacity for 2024 may be much larger than expected, and it's important to consider all factors and uncertainties.
- Headlines can often be misleading and not accurately reflect the content of the article, as the person who writes the article is not usually the one who writes the headline.
- The speaker discusses the possibility of Tesla's capacity being larger than anticipated, emphasizing the importance of considering all factors and potential uncertainties.
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12:17 🚗 Tesla's Texas factory will focus on producing a large number of Model Y vehicles, with plans to launch the Gen 3 vehicle in 2024 and potential for new factories in Shanghai and Berlin.
- Tesla's original plan for the Texas factory was to build only the Cybertruck, but due to high demand for the Model Y, they changed their plans and will focus on producing a large number of Model Y vehicles.
- Reports in July 2021 may not have been entirely fabricated, but plans have since changed, as evidenced by conservative analyst Gary Black's surprising new numbers.
- Tesla plans to launch the Gen 3 vehicle in Austin, Berlin, and Shanghai simultaneously in 2024, with the potential for a new factory in Shanghai to be built and a car to be produced within a year.
- Tesla has the capacity to expand and build new factories, but it may not be realistic to expect them to complete a new factory in Berlin within 12 months, and they may already have space allocated for future models.
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16:32 🚗 Tesla's 2024 capacity may be much bigger than expected, but a simultaneous launch in three places is impractical and costly, and compact rolling out may not happen until mid-2025.
- Tesla's capacity for 2024 may be much larger than expected, but the idea of a simultaneous launch in three different places is impractical and costly, and the compact rolling out may not happen until mid-2025.
- Tesla's production capacity for 2024 is larger than expected due to the availability of engineering teams and the streamlining of production lines.
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18:51 🚀 Tesla's capacity for 2024 is much larger than expected.
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