TESLA THIS NUMBER SHOWS THE TRUTH - It is Capacity!

Tesla Q1 Numbers and Capacity Overview

In this video, the speaker discusses Tesla's Q1 numbers and their potential capacity with all the factories they have announced and are building.

Q1 Numbers

• Tesla delivered 422,875 cars in Q1.

• Production was at 440,808 cars.

• Tesla achieved a growth rate of 4.3% from Q4 to Q1, which is significant considering that the first quarter of each year is typically slow for car sales.

• The reduced prices and incentives in the United States helped with achieving these numbers.

Capacity Overview

• With all factories combined, Tesla has a final capacity of six million cars by 2026.

• By expanding Austin, Giga Berlin, Shanghai, Fremont, and building Nueva Leon over the next three years, Tesla could achieve their goals or even overachieve by 2026.

Tesla's Advantage with Fewer Models

In this section, the speaker discusses how Tesla's limited number of models is an advantage for the company.

Tesla's Advantage

• Tesla only has four models: Model S, Model X, Model 3, and Model Y.

• Despite having fewer models than other car makers like Ew and 3M, Tesla is achieving more sales in the United States.

• Mercedes and BMW are not mainstream brands trying to be mass market producers. They concentrate on the premium market while Tesla aims to produce more cars.

• The speaker believes that it is possible for Tesla to become number one in the United States with 587,000 cars.

Discussion on Numbers

In this section, the speaker talks about some people finding negative points in the numbers while others find them concerning.

Thoughts on Numbers

• Some people find negative points in the numbers while others find them concerning.

• The speaker does not find inventory as concerning as many people out there. He believes that Tesla is just doing what they have said they will do on flattening the wave here and trying to achieve a more sustainable delivery experience especially when it comes to cost side and carriers.