Part 9/11:
- The continued evolution of Tesla's battery and manufacturing technologies aimed at lowering costs and boosting production capacity.
He also notes that Elon Musk's visits to China and other reports suggest Tesla is actively preparing to expand its global manufacturing footprint, which could accelerate delivery timelines.
The Big Picture: Growth Beyond 2030
While Lee's projections primarily focus on the trajectory toward 20 million vehicles annually, he also references Steven Mark Ryan's estimations, which include total potential deliverables over a longer horizon. Ryan suggests that Tesla's lineup might include:
Around 4 million Model 3s and Model Ys combined.
1 million Cybertrucks.
About 10 million next-generation compact vehicles.