There were a few sections of the Credit Suisse report that seemed fascinating to me. The most intriguing part that they seemed to present as fact is
"Powertrain Costs: At start of Model X production, Tesla will be using
a next-gen Drive Unit and battery cells that are 10%+ more energetic
per cell. These improvements will back-fill to Model S as well."
This was listed under a section detailing catalyst for increased margin.
"Powertrain Costs: At start of Model X production, Tesla will be using
a next-gen Drive Unit and battery cells that are 10%+ more energetic
per cell. These improvements will back-fill to Model S as well."
This was listed under a section detailing catalyst for increased margin.