1) Is demand outpacing supply? Yes? Great, therefore...
2) The more cars we can build, the more money we make
3) The more EVs on the road, the more demand there is for Teslas.
That’s about it. That leaves them with two opportunities: A) scaling manufacturing, and B) encouraging EV adoption. That’s part of why they spend so much effort making the cars appealing, super fast, etc.
They can self sustain a virtuous cycle with just A) but if they scale manufacturing enough B) will eventually matter.
They want China to steal their IP. They also want China to help them build factories. It’s really a win-win for them.
1) Is demand outpacing supply? Yes? Great, therefore...
2) The more cars we can build, the more money we make
3) The more EVs on the road, the more demand there is for Teslas.
That’s about it. That leaves them with two opportunities: A) scaling manufacturing, and B) encouraging EV adoption. That’s part of why they spend so much effort making the cars appealing, super fast, etc.
They can self sustain a virtuous cycle with just A) but if they scale manufacturing enough B) will eventually matter.
They want China to steal their IP. They also want China to help them build factories. It’s really a win-win for them.