Part 10/11:
An additional 15 million cheaper vehicles.
Smaller segments like vans (~250,000 units), Semis (~69,000), and high-end vehicles like the Model S/X (~200,000).
Most importantly, the emphasis remains on cost reduction as the enabler for widespread adoption and high-volume production rather than solely on the number of models.
Conclusion: A Bold Vision with Promising Certainty
In summary, Dave Lee remains optimistic about Tesla's capability to reach 20 million vehicles annually, citing Tesla’s proven track record of innovation, cost efficiency, and market disruption. He believes that continuous product innovation, strategic market deployment, and relentless focus on reducing costs will enable Tesla to meet or even surpass this ambitious target.