Part 9/11:
Despite the overwhelmingly positive outlook, some concerns remain. These include supply chain complexities, regulatory hurdles, and the timeline for full autonomous deployment. Questions about the feasibility of licensing autonomous platforms and the longevity of the “auto” vs. “AI” branding were raised.
Furthermore, the delay or cancellation of strategic projects like Giga Mexico and uncertainty over regulatory approval for new vehicle models still cast some shadows. The company’s cautious approach to building purpose-built factories and managing capital expenditure amidst a fluctuating macroeconomic landscape reflects prudent risk management.