Part 10/12:
Furthermore, Tesla’s experience with SpaceX’s knowledge of advanced materials played a vital role in these breakthroughs, illustrating Tesla's cross-industry innovation potential.
Strategic Outlook and Risks
The analysts expressed cautious optimism but also emphasized significant risks:
Margins and Demand Elasticity: Uncertainty persists regarding profit margins and demand elasticity. Elevated inventories of Model 3 units and other data points suggest that market conditions are more challenging than previously assumed.
Profitability Timeline: High losses across EV industry players could threaten survival unless companies rapidly turn a profit. Multiple automakers risk bankruptcy unless they accelerate their EV transition and focus relentlessly on profitability.