IMO they key questions are:-
- Can Model 3/Y be used as Robotaxis?
- What is preventing the start of a Robotaxi network?
- Is the Robotaxi similar to the compact Model 2 car, if so, how long to switch lines over.
- Are high fuel prices likely to prolong high interest rates and increase the risk of a recession?
- Are layoffs impacting on staff morale.
!.-4. Are the background as to why the decision was made to prioritise the Robotaxi over Model 2,. In a recession fewer people are buying new cars and some that no longer own are car will use a Robotaxi.
5. Is what I see as the major risk. Elon makes good product and technology decisions, even good business decisions but he doesn't always understand how other people think. The staff are going to need a very good explainati0on for why the layoffs occurred, that can include stuff they don't tell us, and won't tell us. But it need to be frank, honest and substantial. There was very little 'dead wood" in Tesla, so it is likely some very hard working and committed people have been asked to leave.
Reflecting on 1.-4. above, 2. is the key question and computer hardware for NN training is part of the answer.
For question 3. my guess is around 1 month, they can't build both models on the same line, but a Robotaxi line could be retooled to build Model 2.
I don't buy the theory that one line can build both, or it is an instant change over, But a lot can be changed in 1 month, if the ducks are lined up in advance. And the exact timeframe isn't overly important.
