Part 9/12:
- German and European Challenges: Reports indicate a slowdown in private EV orders in Germany, partially driven by recent subsidy changes, but this hasn't significantly affected Tesla's operations, given strong Chinese sales and strategic pricing.
Gigafactory Developments and Upcoming Models
Tesla's new semi-truck factory in Nevada continues progress, with expected production commencing in late 2025. The factory's upcoming ramp-up suggests a future where semi-autonomous Class 8 trucks could be driverless, leveraging FSD to drastically reduce logistics costs.