Part 4/11:
Tesla’s growing scale has outpaced its logistics infrastructure. As the company expands, the traditional approach of rushing final deliveries at quarter-end becomes unsustainable. Musk emphasizes that Tesla is now so large that the existing transportation resources—ships, trains, and trucks—are simply not enough to move hundreds of thousands of cars efficiently.
He explains, “Earlier, Tesla was small enough that rushing deliveries didn’t matter as much. Now, delivering hundreds of thousands of vehicles each quarter means we’re running out of ships and other transportation assets.” This shortage results in the missed delivery targets for Q3, not due to lack of production capacity but because the logistics chain cannot keep up.