Tesla continues to silence its critics

Enrique Dans
Enrique Dans
Published in
3 min readApr 4, 2022

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Tesla has published its production and deliveries figures for the first quarter of 2022, a very difficult period due to problems arising from shortages of materials and components in the supply chain, as well as closures at its Shanghai plant due to the zero-Covid policy in China. Nevertheless, it has topped last quarter’s record 308,600 vehicles, with a total shipment of 310,048 units, mostly Model 3 and Model Y. In the same quarter last year, the company produced 180,338 vehicles, an impressive 68% increase.

The company continues to press ahead: the opening of its Berlin plant, which is expected to produce approximately half a million vehicles annually, shows the speed with which Tesla is able to incorporate improvements and evolutions in its manufacturing processes, and although the opening of the plant was delayed by more than nine months due to various problems with German bureaucracy, it is yet another step on the experience curve of building new factories. The next one, in Texas, will further increase total output and place the company above other traditional luxury car manufacturers.

Where are all the doomsayers who said that Tesla could only dominate the electric vehicle market if the traditional car companies allowed it, and that once those companies got “serious” about electric vehicles, Tesla would be left in the dust? Where are all those…

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Enrique Dans
Enrique Dans

Professor of Innovation at IE Business School and blogger (in English here and in Spanish at enriquedans.com)