Part 5/11:
Tesla may achieve record vehicle deliveries while strategically clearing out inventory, possibly leading to stable or improved margins despite production challenges.
- Model 3 Refresh (Highland) Launch
Rumors and recent production shifts suggest that Tesla is preparing to launch a refresh of the Model 3 in Q4. The European market delays further support the anticipation of a new variant arriving soon.
- Cybertruck Deliveries
While some expect Cybertruck deliveries to commence at the end of this year, there is a likelihood of them happening earlier, possibly even in Q3, according to industry insiders like Ross Gerber.
- Full Self-Driving Licensing Agreements