Part 7/12:
Arc Invest underscores Tesla's manufacturing prowess, emphasizing that the company has already "mastered the art of building factories." With ongoing advancements like the 4680 battery cell and front-end casting technology, Tesla is poised to dramatically reduce costs—potentially pushing gross margins on vehicles to 80% by 2026. That would exceed even the margins of consumer electronics like the iPhone, which costs a fraction of the sale price.
The company is also leveraging innovations such as the Optimus humanoid robot and the Dojo supercomputer, which could revolutionize production and autonomous driving capabilities. These technological leaps would further enhance profitability, enabling Tesla to scale aggressively while maintaining high margins.