MC3OZ
Active Member
Elon said they are not running out of ways to spend money...Thus, if Tesla is not going to pay a dividend nor build up a multi-hundred billion cash balance in this decade, then they must have something else planned.
The recent update on 4680 battery production provides a clue... if the 4680 production process is working well the next summit to be conquered is the Lithium clay extraction process...
Assuming both are working well, and the Roadrunner lines are a stable well proven production method, Tesla can rapidly ramp up cell production for both vehicles and storage, to the point where cells are no longer a constraint...
Assuming they can source the engineering talent, more production lines, and models are possible...
At Austin I fully expect 2 or more factories of around the same size... with Austin eventually producing 6-7 different types of vehicles.
The only thing I am not sure about is, the availability of skilled workers in Austin...
I always predict Tesla will pay dividends in 5 years time, in 5 years time I'll still be predicting that,.. but I might finally be right.
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