Part 5/8:
Discussion of Tesla's new Semi-factory in Reno follows. According to drone footage shared by a local videographer, significant progress has been made on the construction of this facility. With the main structure nearly complete and essential equipment being installed, the prospect of production beginning as early as Q1 is realistic. However, Brian notes that a potential bottleneck could arise from the need for batteries, given the immense amount required for each vehicle.
They ponder Tesla's capacity to ramp up semi-production and their strategy of vertically integrating more manufacturing processes, such as utilizing a giant stamping machine recently spotted during construction.