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RE: LeoThread 2025-11-06 01-13

in LeoFinance18 hours ago

Part 3/12:

The discussion hints at the possibility that Elon Musk and Tesla leadership prioritized flexibility by avoiding the complication of running multiple vehicle models on a single production line. Instead, they might be concentrating on exclusively ramping up production of the "root" vehicle, potentially the CyberTruck or a similar platform, to avoid slowdowns caused by integrating different models.

This decision aligns with the concept of "capex efficiency" — making the most out of current assets rather than investing heavily in new lines prematurely. The current lines are optimized for scale and can be adapted or reconfigured more efficiently if Tesla focuses on a single vehicle type for now.

Supply Chain Challenges and the Transition to the Next Generation