Part 8/10:
He pointed out the increasing supply of vehicles initially exported to Europe, now redirected to China due to ramping production at Giga Berlin. This shift emphasizes Tesla’s need to be flexible with regional demand and pricing, particularly in the face of potential recessions or economic downturns.
The Future Outlook: Competition, Margins, and Innovation
Musk remains confident in Tesla’s technological and market leadership. He anticipates continued demand and profitability, emphasizing that Tesla’s margins will be closely watched in upcoming earnings reports to assess the impact of recent price cuts and production adjustments.