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Essential Tesla Facts: 10 Things You Must Know

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#Tesla #Giga #Plans #Roadmap #TAM #Production #MOAT #YearsAhead
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The Story What the market missed from TESLA Investor Day
Point #1 New CEO? Tom Zhu x Matthew Donegan-Ryan
My Take on Elon Leaving CEO Role
My Take on Tim Cook
Apple Revenue Falling
Point #2 Deep bench
Tesla has a Deep Deep Bench!
Point #3
MEX will be new GIGA Blueprint for all new GIGA
Mexico will be New Giga Blueprint
Point #4
Paint or no paint
Paint or Stainless Steel
Tesla Alloy Patent - Cheaper, Faster, Harder
As we head to armageddon times people will want bullet proof cars
Point #5
Giga Mex in production and prodn method
Timeline to Giga Mex Active Production
Giga Mexico Will House Revolutionary Unboxing
Tesla Unboxed Process
Wall Street Explanation
Point #6
Not one but two
Not One Giga but 2 Built at Same Time
Giga Shanghai Build Time
Giga Mexico Build Time
Point #7
How big is a GIGA - well Giga texas is biggest building in world
How Big is a Giga Factory
10 million square feet (934K m^2) of factory floor
173 of these
Point #7
Shanghai
Model Breakdown ht Farzad
Note Model Y Prodn 2022 and 2023 is over 2M
Model Y 800 and 1.2M - compact quill be unboxed and made in MEXICO
Point #9
Shanghai
Limiting Factor is not Demand - it is Price
Tesla Total Addressable Market 17x Expansion
Point #10
Tesla to $1,000 in 3 Yrs or Less
Asymmetric Equity Bet of our Lives
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Finance and Crypto
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