MC3OZ
Active Member
We might get an update on these things in the earnings call.No way production begins 1H. Maybe production start 4Q.
It's nice to see progress in Texas, but what's going on with the 4680 cell line expansion in Nevada? Or the semi factory expansion in Nevada? A whole lot of nothing there. Likewise giga Mexico?
The additional 4 lines for 4860 production at Austin is partially a short-term substitute for Nevada/Mexico.
As I mentioned in the poll thread the new car park at Austin is perhaps the 3rd biggest car park in the world. (11,000 spots?), looks like lots of new employees will be starting at Austin in 2024.
IMO the likely expansion/ramp in 2024 helps fund and de-risk new factories in 2025. Tesla may be able to build Mexico without dipping into the cash buffer.