Thread: Tesla
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Old 09-10-2023, 12:03 AM
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getmygoat getmygoat is offline
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What people don't get about Tesla and EVs in general is that the industry is supply constrained.

When you can't get all the batteries you need, you charge more $$ for the cars... no sense selling out half way through the year.

That explains why tesla was charging more for X and S. They didn't have enough batteries to sell more of them. The S/X use more battery cells per vehicle than the 3/Y. Thus, they can sell more cars by putting the limited # of battery cells in 3/Y, and make more $$$ and contribute to their goal of accelerating the transition to sustainable energy.

This year, a lot more battery capacity has come on line via Panasonic's new Japanese battery factory and more supply from China. In addition, Tesla's home grown battery technology (4680) produced in Austin and Fremont, is ramping.

This allows price reduction of S/X so as to consume the new supply of batteries, ultimately bringing costs down via volume and wright's law. https://cmte.ieee.org/futuredirectio...9/wrights-law/.

This is the game. Drive EV supply chain volume up, and price down, thus giving Tesla a competitive advantage and accelerating the world's transition to sustainable energy.

We are transitioning from early adopters to mass adoption. You are going to see EV volume explode in the next 5 years.

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