Part 8/14:
Implication for Production: The volume and progress of castings, along with ongoing crash testing, strongly imply that Tesla is on the cusp of initiating full-scale manufacturing for CyberCap, which is pivotal for their autonomous robotaxi and urban mobility ambitions.
China's Market: Solid Performance and Rising Sales
Tesla’s China operations continue to defy skeptics with robust sales figures. Recently announced data show a November tally of 86,700 vehicles sold—an astonishing 10% increase year-over-year and a 41% month-over-month jump. This counters narratives claiming a Chinese demand slowdown, highlighting persistent consumer interest and the strategic importance of the Chinese market.