Part 8/12:
Tesla’s development of a "cheaper" EV, possibly based on the current line modifications or smaller platforms, could significantly accelerate adoption. There’s speculation that by using structural castings and modular designs, Tesla could develop variants tailored for regional markets, such as Europe or China, purely through exterior body modifications while keeping the core underpinnings consistent worldwide.
Battery Strategy and Capital Efficiency
A critical aspect of Tesla’s strategic planning involves how aggressively they ramp up their battery manufacturing, particularly with the 4680 cells. Despite having the capability, Tesla is not pushing full-scale production of these cells, likely because of market conditions, supply chain considerations, and cost efficiencies.