Love the idea of someone from the TMC board repping us on call.
Questions:
1. You've stated Fremont has a production capacity of 500,000 vehicles, yet you're only utilizing 5% of production capacity at 25k vehicles/year. How come you're not scaling faster to eliminate the backlog? When you do scale, how to you see the mix shaping up across Roadster, MS, MX and GenIII?
2. You stated at Teslive that battery production is a bigger gating factor on growth than demand creation. What's the state of battery production. Is Panasonic developing more factories? Are you procuring alternative sources? Would Tesla consider building its own LI battery manufacturing?
3. Would you consider making hyperloop a Tesla owned and operated initiative? As a shareholder, I would support this. If people-movers blown through magnetic tubes is the future of personal transport, make it part of Telsa.
4. Would you consider expanding the product line to include tractor trailer rigs and trains for both people- and freight-moving? What about scooters for the Asian market/