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Instead, Tesla is "soaking up" available cell supply from the broader market, which aligns with their approach to capex efficiency. They aim to secure battery availability at lower costs, using existing supply agreements, and avoid over-investing until demand clearlyJustifies it. This approach resembles buying a house with cash versus financing—maximizing flexibility and minimizing unnecessary expenditure.
Future Vehicle Platforms and Variants
Looking ahead, Tesla seems to be contemplating multiple regional variants of the upcoming platforms, with differences primarily in exterior design. By maintaining the same underpinnings across markets, Tesla can reduce costs and complexity, enabling faster deployment and varied offerings.