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Also around the Indian Prime Minister's power base. Good reasons to be there including ports, but location may matter for political reasons.
Without extraneous Gujarat comments ( cannot resist: Gujarati-owned hotels are nearly half of US units) there are many good reasons for locating there, but there are other places that have better engineering pools:Also around the Indian Prime Minister's power base. Good reasons to be there including ports, but location may matter for political reasons.
Costs are surprisingly high in Mumbai, Delhi, Bengaluru etc. Presumably Gujarat not so much and is well located.Without extraneous Gujarat comments ( cannot resist: Gujarati-owned hotels are nearly half of US units) there are many good reasons for locating there, but there are other places that have better engineering pools:
If true, the advantages may have been compelling. Announcements reflecting hope rather than fact are not exactly unprecedented.
Either way we will know when Tesla announcements Happen.
Both Delhi and Mumbai areas are so deeply congested anyway that a significant factory location would be difficult to find anyway, direct cost and difficult logistics exacerbates those locations. Bengalru was wonderful years ago, but now is full of call centers, technology companies and the like, so is both more expensive and not really ideally located for logistics, since the nearest decent ocean port is nearly 300km away, although there are 'slightly creaky' rail connections to Bangalaluru.Costs are surprisingly high in Mumbai, Delhi, Bengaluru etc. Presumably Gujarat not so much and is well located.
Guesstimate of USA timeline:
Size of dev team:
1/10 equals small
10/10 equals huge
- Jan 24
- CT - 7/10 (first customer deliveries)
- Highland 2/10
- Juniper 1/10
- Bot 2/10
- M2 1/10
- Total - 13
- Apr 24
- CT - 5/10
- Highland 5/10 (first USA customer deliveries)
- Juniper 1/10
- Bot 3/10
- M2 1/10
- Total - 15
- Jul 24
- CT - 3/10
- Highland 5/10
- Juniper 2/10 (China ramp only)
- Bot 4/10
- M2 3/10
- Total - 17
- Oct 24
- CT - 2/10
- Highland 4/10
- Juniper 3/10
- Bot 5/10
- M2 5/10
- Total - 16
- Jan 25
- CT - 2/10
- Highland 3/10
- Juniper 4/10 (first customer deliveries)
- Bot 5/10
- M2 7/10
- Total - 23
- Apr 25
- CT - 1/10
- Highland 1/10
- Juniper 4/10
- Bot 5/10
- M2 10/10 (first customer deliveries)
- Total - 24
- Jul 25
- CT - 1/10
- Highland 1/10
- Juniper 2/10
- Bot 7/10
- M2 10/10
- Total - 21
Nice graph.As a data nerd too, I love this, @Buckminster , thanks.
Comments:
View attachment 1004346
- This is exclusive of Energy and AI / Dojo ...why?
- Why "Dev" team only? Surely Tesla's manufacturing / production teams are relevant? That's why Elon has them sit next to each other.
- Is this US / NA only? Or whole world? I think the chart will vary globally (e.g. China's done on Highland), and also there will be other projects globally to allocate to - namely construction of one (Mexico), two (India), or more Gigafactories.
- Your totals are wrong (see 2.)
- I absorb info much better visually. This is what you've forecast:
Hope this helps.
Now - what do others think of the balancing?
Happy New Year's Eve's Eve!