Part 7/9:
A critical consideration when predicting Tesla’s future is the significant imbalance that may emerge between demand and production capacity. As Tesla ramps up its production and rolls out models like the Cyber Cab, the expectation is that demand will grow exponentially. With a market eager for effective autonomous solutions, it seems that shortages in supply could present profound challenges as well as opportunities.
The discussion highlights the importance of the U.S. market as the primary battleground for Tesla's autonomous solutions. The combination of relatively higher margins compared to other global markets and a culture of vehicle reliance positions the U.S. as a ripe location for extensive deployment of autonomous fleets.