Glad we agree on 2020 production numbers, on which even many bulls had called me crazy/stupid/etc. when I first made the prediction.
2. I don't think distance from Fremont is an important determinant factor in how long it will take to bring the additional Gigafactories online, as they will likely include both battery production and assembly. The issues (and experience handling those issues) you mentioned that Tesla ran into in previous years is a reason to be more optimistic, not less, going forward when thinking about the time it would take to build additional Gigafactories. Let me know when you're selling at $1,000 this year or next, and I'll be there to buy them from you.
I think @ValueAnalyst is on the money with these GF points. From many years of watching how EM and his team operate, and various things they've put out re they are focusing on the machine that builds the machine etc., I believe new GigaFactories once selected and started will come online faster than many expect. The advanced tooling and machines developed in only the past 2 - 3 years will only need to be replicated and improved from lessons learned, before installation at the new GFs. Having less constraints on how freely they can solve problems by applying more cash will also help faster build times. Finally, if as we think, a GF will be built in China, we know there will be less time spent with regulatory approvals and other red tape. China's technocrats will slice through those quickly to further the leaders already made decision to move ahead with batteries and EVs at warp speed.
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