Tesla Is the Next Tesla
Tesla Is the Next Tesla
According to Warren Redlich, Tesla is the next Tesla. This means that if you are looking for a company that will grow by a large amount in the next 10 years, you are looking at it - Tesla.
Let's go over what Warren had to say about Tesla. First, Giga Berlin is ramping and is now at 1,000 vehicles per week. As the year goes on, Giga Berlin is likely to get to 5,000 vehicles per week and possibly could even reach 10,000 per week. This is what can be expected from Giga Berlin in just 1 year.
Giga Berlin and Giga Texas are doing more advanced manufacturing than what is being done in Fremont, CA, and probably Giga Shanghai as well. Giga Texas started after Giga Berlin and is currently in its beginning stages of ramping volume production. I would expect it to eventually surpass Giga Berlin.
Tesla China delivered 46,012 units as of June 19, 2022. That will equal about 70,000 units for June, which will help Tesla, which had some shutdowns in Giga Shanghai. There is also going to be another factory built near Giga Shanghai - the next Tesla Shanghai. Ultimately, there will be more than 2 million vehicles from both of these factories.
Giga Shanghai and Giga Shanghai # 2 will production about 2 million vehicles per year. Giga Texas will get to about 2 million per year or more. Fremont will reach 1 million vehicles per year. Giga Berlin will get to 1 million or more vehicles per year. This is 6 million vehicles per year with existing factories.
There will likely be a giga factory in Japan, with Panasonic announcing a 4680 battery cell production plant in Japan. This seems like a possibility. Will a giga factory be built in Indonesia? Elon Musk was meeting with the president of Indonesia and there is a chance Tesla will build a giga factory there.
In fact, I think Tesla will build a giga factory in Indonesia so that the robotaxi vehicle can be built there. This is something we talked about recently - that Tesla may build a robo bus.
Tesla is also production FSD and Elon Musk has stated that any company that is building EVs must also create a full self-driving system for autonomy. Right now, Tesla appears to be in the lead with a solution that will eventually work on any road system. Other companies are currently limited in the locations they can use their software.
Tesla has two things they will do to be the next Tesla. It is ramping production at their existing giga factories and building more giga factories, and the second is continuing to developer their FSD software so that a Tesla drives better than the average human driver.
Is Tesla the next Tesla? Is there anything Tesla will need to do besides ramping production and developing FSD software to grow?
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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter or LinkedIn to stay in touch and follow his Tesla news coverage on Torque News.