Chamath Palihapitiya Interesting info but isn’t the bigger problem scaling manufacturing while…
Andrew Jones
1
Clearly Musk understands that production is the biggest challenge and has made that #1 priority. Have you listened to the Q1 call? At this point the competitors are really far behind and the production scale (and design know-how) that competitors (traditional automakers) have is mostly for ICE cars, not EVs — very different. No, people who have put down $1,000 only want a Tesla and what it stands for — the absolute best cars in the world (tops in tech, safety, acceleration, design, storage, style)— and will not cancel. The already know Tesla has a reputation for delivering late and are willing to wait for the best. There isn’t really any competition and that is why there are 400K reservations.