What if Elon knows he might not need more factories - TBD?
Of course, he did say one factory per contintent. I know... it's a strong counter argument speaking in terms of the ideal today. But what if part of the equation to predict future demand is widely unknown, therefor staulling the decision on where to build next greenfield factory, if at all... ever. If the final volume or peak number of cars on the road is sufficiently low, there might not need to be another factory if it is faster to ship than wait for the next factory to be built. And if one factory were to create all the vehicles necessary for one continent, would you literally move the factory or simply start shipping and looking for more efficient ways to move inventory over, above, or even under the seas? Which is faster?
Although unlikely they don't build another factory, do we have a final count for # of robo-vehicles needed in the world over time? Tesla vehicles could last 30 yrs or more with new batteries, motors, and chips. The driving demand is also dropping from working at home, so are we using the correct math models today on future vehicle needs? How near is the Singularity really?
OK, I'm having trouble with the mere 1% BEVs sold comment which is a long way from 100%. But hasn't Tesla been just adding another line to existing factories with lots of land around the existing spaces?
Then throw in the robots and his dream of a blurred factory whizzing away... I'm not convinced 100% he needs more factories, and I don't think Elon's convinced either.