Part 11/14:
While some analysts project Tesla’s vehicle deliveries will peak around 3 million annually for the next few years, others believe that the company’s real potential lies beyond this threshold. White suggests that Tesla’s existing capacity, especially with recent developments, could push beyond 3 million units per year sooner than anticipated.
Elon Musk’s renewed emphasis on rapid capacity expansion indicates that Tesla is prepared to accelerate its factory buildout once confidence in achieving fully autonomous FSD is secured. This would enable the company to meet increasing demand and reduce reliance on limiting factors like current manufacturing constraints.