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At the risk of sounding naive... What is the reason batteries are a problem in the first place? Was not growth planned?
Didn't legacy auto just cancel a bunch of battery demand for Christmas? Then we discussed how much of this surplus Tesla could capture while they pause BEV production. Recall?
So what did I miss? Normally, resources are discovered, not lost.
At the risk of sounding naive... What is the reason batteries are a problem in the first place? Was not growth planned?
I'm with the person from Oz, not just cuz I want my CT, I really believe CT will ramp quickly.I voted 2.5, which I admit is on the optimistic side..
My rationale, the ramp at Shanghai is complete, but the peak production rate was only hit late in 2023.
Additional Model Y production at Austin and Berlin, specifically Austin.
Cybertruck ramp...
Possibly a modest amount of Gen3 production at Austin late in 2024.
The 4680 ramp should kick in no later than Q3.
if there significant factory shutdowns planned then Tesla will guide lower. I don't expect an significant shutdowns.
For most of 2023 Berlin and Austin were ramping Model Y production that ramp is now complete.