Why Tesla Can Produce 4+ Million Cars per Year in 2023

Farzad Mesbahi, who used to work at Tesla, has some rough calculations of how the supply chain and Shanghai shutdown constrained impacted Tesla. He roughly estimates that Tesla could have produced 340k cars in Q1 2022 from only Shanghai and Fremont if there were no supply chain constraints. This was an *exceptionally* difficult quarter due …

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Electric Viking Inspired and Convinced by Nextbigfuture

Sam Evans was inspired and convinced by my Nextbigfuture Tesla and the Perfect EV Storm video. Sam obviously saw my Perfect EV Storm video. He uses my thumbnail in his tweeted video announcement and uses my phrase “Perfect Storm” is coming for EV. He then changes his mind about the prospects for legacy auto to …

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