Part 10/12:
Basher suggests that Tesla might also consider strategic asset allocations, such as holding Bitcoin or utilizing debt to fund growth, thereby balancing capital efficiency with long-term asset appreciation.
Challenges and Headwinds
While Tesla’s longer-term strategy remains compelling, near-term headwinds include:
Industry-wide supply chain issues
Regulatory changes affecting EV credits
Tariffs and geopolitical challenges
Despite these, Tesla’s aggressive investments signal confidence in its future success. The company’s approach involves "taking medicine now"—accepting current setbacks to harvest the long-term rewards.