The Accountant
Active Member
@Knightshade - I value your contributions to this forum very much - you're a huge plus here . . . so take this joke the right way.If your "tesla thinks of everything ahead of time and their thoughts always pan out" were true the bulk of US model 3 sales wouldn't have lost the $7500 tax credit yesterday, CTs would already be ramped with their original promised range available, and FSD would be L5.
Even companies that think ahead, and do a great job thinking ahead, get things wrong (or have external factors that interfere with how they expected things to turn out in the future).
Tesla thought they'd have a lot more (and better and cheaper) 4680s available to themselves by now, freeing up a lot of 2170s that today are going into Model Ys. But they don't.
So I'm sure they've "thought" about where they'd get a ton more cells-- but they don't actually have a ton more cells... see again Austin and especially Berlin having trimmed back considerably from what their stated max output should be versus their actual output.
You can debate how much of that is demand at current pricing not being infinite and how much is cell supply not being infinite. Either way they'd need to solve for both things to find 700k more buyers in 2024.
If I was holding a brainstorming session with the sales and marketing team, I would ask you to exit the room
The brainstorming session would be to answer the following question:
There were 9.6m EVs sold globally in 2023 and we took 1.8m of those sales (19%)
In 2024, there will be 13.3m EVs sold. How do we get 19% of those sales (2.5m units)?
Now Knightshade, please go take a coffee break.