Part 6/12:
Tesla often understates its factory capacity publicly. White estimates that actual production capacity might be 1-2% higher than announced figures, thanks to continuous efficiency improvements. Given Tesla's just-in-time manufacturing model and vertical integration, the Shanghai facility is arguably the crown jewel of Tesla's manufacturing empire, capable of producing upwards of a million vehicles annually with optimal operation.
Optimus Robot Orders and Future Robotics
Turning to Tesla's robotics division, rumors about a $685 million order for linear actuators destined for 180,000 Optimus robots are circulating. While the size and scope sound promising, White cautions that the reliability of such rumors from suppliers remains uncertain.