Part 11/13:
Meanwhile, Tesla’s Supercharger network expansion continues at an aggressive pace, with more chargers installed than in previous quarters despite the downsizing of certain teams. Elon Musk’s bold moves—like restructuring teams—are now justified by improved margins and better operational efficiency.
China: A Critical Market
Tesla’s presence in China remains a key growth driver. The Shanghai factory is on track to begin shipping units in Q1 2025, with 80% of the facility constructed — a rapid progress rate. Sighting of newer, refreshed Model Y vehicles in Shanghai further confirms that Tesla is already producing and testing the latest models in China, ahead of schedule.