Part 6/11:
A former Tesla board member has called the upcoming Cybertruck production a "game-changer," reinforcing Tesla’s strategic vision. Meanwhile, recent delivery figures in China—about 13,000 units against expectations of 16,000—highlight some demand concerns, possibly due to hardware changes. These upgrades could allow Tesla to reduce manufacturing costs and lower vehicle prices without hurting profit margins.
Elon Musk emphasized in recent statements that Tesla’s execution in China has been strong. Despite some short-term delivery fluctuations, the overall outlook remains optimistic, especially as Tesla clears backlog and improves hardware configurations to stay competitive.