Part 9/14:
Furthermore, Tesla appears to be refining its manufacturing lines—emphasizing "event-driven" cost cuts and modular assembly—aimed at maximizing capacity on existing factories like Fremont, Austin, and Berlin, with CapEx disciplined for the next growth phase.
Regulatory Environment and Global Expansion
Tesla remains optimistic about regulatory approvals for unsupervised FSD, citing favorable laws in certain US states, and predicts that "conclusive safety data"—showing autonomous vehicles are "half or less" as risky as human drivers—will persuade regulators. Musk stressed the importance of data-driven safety assessments and likened autonomous cars to elevators, which transitioned from manual operation to automated control decades ago.