Part 11/12:
This "loss leader" strategy could see Tesla selling smaller, cheaper EVs at or near break-even point, relying on software subscriptions and autonomous features for profit-maximization over time.
Conclusion: A Calculated Push Towards Next-Generation EVs
Tesla's current approach appears to be a careful balancing act—leveraging existing production lines, securing supply chain stability, managing capex wisely, and laying the groundwork for the next wave of affordable, high-performance EVs.
The company's decisions seem rooted in both immediate operational efficiency and long-term strategic positioning—aiming to dominate various EV segments globally while avoiding unnecessary inventory or capacity risks.