According to that wild rumour being reported, Tesla is scrapping the new unboxed production line for the $25k car and instead building a massive data centre there. I find that unbelievable for two reasons. First, you would still need the new gigatexas unboxed production line for building robotaxis (unless the plan is to start with model Y/3 based robotaxis), and secondly Tesla can fit both a large data centre and the new production line in gigatexas no problem.
You don’t “need” the unboxed line to build the robotaxi. A regular line would build it even if it’s not as efficient.
Elon may very well have decided that speed to market trumps efficiency. If you believe like he does that Tesla is worth zero without FSD, everything that is happening makes sense.
All the handwringing over the next gen car is kind of pointless. Tesla is first and foremost an autonomy play. Anyone that does not believe in autonomy should not be in the name.
The pivot to autonomy just appeared sooner than we all expected.
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