Part 5/10:
Elon Musk has emphasized that Tesla's production processes are improving, citing advancements like the arrival of new giga-casting machines for the Cybertruck and the ongoing ramp-up at Gigafactories in Berlin and Texas. These developments are viewed as positive signs of Tesla's capacity to increase output cost-effectively, which should, in theory, support revenue growth.
However, consumer demand remains a critical concern. Tesla's order backlog has fluctuated, partly due to a recent policy change requiring customers to accept delivery within seven days, with minimal flexibility for postponements. A personal anecdote from the author highlights that Tesla canceled orders if customers attempted delays exceeding the policy limits, indicating tighter order management.