Questions to inspire discussion.
🏭 Q: How much LFP cell production capacity does Tesla have in Nevada? A: Tesla’s Nevada facility has equipment for 7–8 GWh of LFP cell production across two production lines, potentially for EVe and grid storage cells.
Tesla Business and Sales.
📊 Q: What are the expectations for Tesla’s Q2 PND report? A: Troy Teslike estimates 356,000 deliveries, while analyst consensus is 385,000, but PND reports are becoming less significant for Tesla’s business model.
💰 Q: What’s crucial for Tesla to become a multi-trillion dollar company? A: Unsupervised FSD rollout and Optimus sales at scale are key, not just increased car or megapack sales.
🇨🇳 Q: How are Tesla’s China sales performing? A: Latest week sales were 20,684 units, down 4.9% QoQ and 11% YoY, but year-to-date figures show Tesla China is closing the gap, down only 4.6% YoY.