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Quick thought - Fact: $TSLA is shipping cars from China to Europe and increasing prices in the U.S. underlying reality: demand in the US is insane, Tesla has to increase prices and keep all local production onshore to manage it. 2Q21 print will be interesting!
Our biggest challenge is supply chain, especially microcontroller chips. Never seen anything like it. Fear of running out is causing every company to overorder – like the toilet paper shortage, but at epic scale. That said, it’s obv not a long-term issue.
Any thoughts about acquiring a fab for Tesla?
I like gas engines, more freedom, a longer leash for us working class folks. I dont want to depend on a local powerplant to power my car
Microcontroller chip shortage is nothing compared to the Hot Wheels Cybertruck shortage though.
This will be eternalized as a meme in the future history books and we will be ridiculed forever.
Why don't you produce your own microcontroller chips?
If there is not enough, just build and efficiently run more factories to make more. How hard could that be? Very hard.
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