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Project Highland Park is what will enable MP Part 3.
Highland Park is way more than a MP3 revamp.I still kind of think the Highland Project is simply about a Model 3 revamp, but I'm hoping Investor Day clears this up and reveals Highland to be something much more than just about M3.
Highland Park is way more than a MP3 revamp.
Elon has dropped hints already, AND he's done that before. Correctly though the timing varies.
Check Connecting The Dots YouTube video for more info.
He does a good job of connecting dots, but perhaps connects a few too many dots.I often find videos by CTD to be a tad...sensationalized, for lack of a better word.
Just on this ..... what is everyone's take on discussing "capital allocation"?Just throwing this out there:
Imagine if they announce not one, but THREE Gigafactory locations?
Why is this a possibility?
Con arguments?
- We've had strong indications that the new Gigafactory location would be in Quebec, Canada.
- No wait, then we heard the new Gigafactory location would be in Indonesia.
- No wait, then we heard the new Gigafactory location would be in Mexico
- The first two offer gateways to key markets AND access to key battery minerals (Mexico I understand the least - besides lower labour costs, what's the advantage of Nuevo Leon or especially Hidalgo compared to continuing to grow Gigafactory Texas?)
- We know that Master Plan Part Trois is all about massive scale. Is one Gigafactory 'massive scale'? No. THREE is massive scale.
- IMO, we've had a dearth of new commitments in the last year or so (Semi was announced 2017, CyberTruck in 2019). To keep with Tesla's incomparable ambition, we need dramatic new goals for the troops, AND for TSLA.
- Battery Day was 2 1/2 years ago - c'mon! You've got to ramp faster!
- Last but not least, it's kickass cool. And Elon likes making statements / stretch goals, like when he said the Roadster would be a "hardcore smackdown to gas-powered cars"
- Investor Day is about rewarding investors. It's more likely de-mystifying 'Model 2', Robotaxi, or FSD rollout would excite investors more. New factories are about growing COGS in the near term, not increasing revenue.
Why is this a possibility?
- We've had strong indications that the new Gigafactory location would be in Quebec, Canada.
Just throwing this out there:
Imagine if they announce not one, but THREE Gigafactory locations?
Why is this a possibility?
Con arguments?
- We've had strong indications that the new Gigafactory location would be in Quebec, Canada.
- No wait, then we heard the new Gigafactory location would be in Indonesia.
- No wait, then we heard the new Gigafactory location would be in Mexico
- The first two offer gateways to key markets AND access to key battery minerals (Mexico I understand the least - besides lower labour costs, what's the advantage of Nuevo Leon or Hidalgo compared to continuing to grow Gigafactory Texas?)
- We know that Master Plan Part Trois is all about massive scale. Is one Gigafactory 'massive scale'? No. THREE is massive scale.
- IMO, we've had a dearth of new commitments in the last year or so (Semi was announced 2017, CyberTruck in 2019). To keep with Tesla's incomparable ambition, we need dramatic new goals for the troops, AND for TSLA.
- Battery Day was 2 1/2 years ago - c'mon! You've got to ramp faster!
- Um, what else you gonna do useful with +$20 B in cash???
- There's a recession coming, 'member? A recession is a great time for capital investing that will ripen at the exit of the recession.
- Last but not least, it's kickass cool. And Elon likes making statements / stretch goals, like when he said the Roadster would be a "hardcore smackdown to gas-powered cars"
- Investor Day is about incentivizing investors. It's more likely that de-mystifying 'Model 2', Robotaxi, or FSD rollout (i.e. production / go-live plans) would excite investors more. New factories are about growing COGS in the near term, not increasing revenue.
No idea about timing of announcements of new gigafactories, but it's nice if Texas and Germany- new gigafactories- spool up production as newer ones build up to compensate for growing capex expenditure so free cash won't decrease so much.Just throwing this out there:
Imagine if they announce not one, but THREE Gigafactory locations?
Why is this a possibility?
Con arguments?
- We've had strong indications that the new Gigafactory location would be in Quebec, Canada.
- No wait, then we heard the new Gigafactory location would be in Indonesia.
- No wait, then we heard the new Gigafactory location would be in Mexico
- The first two offer gateways to key markets AND access to key battery minerals (Mexico I understand the least - besides lower labour costs, what's the advantage of Nuevo Leon or Hidalgo compared to continuing to grow Gigafactory Texas?)
- We know that Master Plan Part Trois is all about massive scale. Is one Gigafactory 'massive scale'? No. THREE is massive scale.
- IMO, we've had a dearth of new commitments in the last year or so (Semi was announced 2017, CyberTruck in 2019). To keep with Tesla's incomparable ambition, we need dramatic new goals for the troops, AND for TSLA.
- Battery Day was 2 1/2 years ago - c'mon! You've got to ramp faster!
- Um, what else you gonna do useful with +$20 B in cash???
- There's a recession coming, 'member? A recession is a great time for capital investing that will ripen at the exit of the recession.
- Last but not least, it's kickass cool. And Elon likes making statements / stretch goals, like when he said the Roadster would be a "hardcore smackdown to gas-powered cars"
- Investor Day is about incentivizing investors. It's more likely that de-mystifying 'Model 2', Robotaxi, or FSD rollout (i.e. production / go-live plans) would excite investors more. New factories are about growing COGS in the near term, not increasing revenue.
I’m sure they won’t announce any new factories unless they’ve already acquired the land they are building them on.I think there is a strong possibility Tesla is working on multiple new factory sites currently, but I doubt they'll announce them all at Investors Day. The factory reveals will trickle out over time as permits are granted and construction starts. I do think there is a great chance we'll see a couple of new factories break ground in 2023 though, as they need to start working on them very soon if 20 million cars by 2030 is going to happen.
But then who knows, maybe they'll just roll out all the new factory news in one shot a few weeks from now too. It's Tesla, so anything can happen!
Yeah, I agree they wouldn't preempt an agreement, but that aligns with rumours they've signed agreements but the partner can't discuss yet. Save it for Investor Day.I’m sure they won’t announce any new factories unless they’ve already acquired the land they are building them on.
They could outline general targetsYeah, I agree they wouldn't preempt an agreement, but that aligns with rumours they've signed agreements but the partner can't discuss yet. Save it for Investor Day.