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Sean Mitchell
@seanmmitchell
Denver Realtor with @Compass. Selling the Colorado dream. Model S owner with 435K mi (700K km), Model Y 75K mi (121K km).
가입 November 2008
1.9K 팔로잉 중    21.5K 팬
Tesla says it's winding down Cybertruck to make room for Cybercab. I don't buy it. Giga Texas sits on 2,500 acres with 10M+ sq ft of factory floor. Tesla is already prepping the site for an Optimus line built for 10M robots a year. There's room to grow if they need it. Tesla's own Q3 deck lists installed capacity there of 375K+ Model Y, 125K+ Cybertruck, and 125K+ Cybercab. The Cybertruck line ran at roughly 22% of capacity last quarter. Space isn't the problem. And Cybercab doesn't replace what Cybertruck does. It's a two-seater built for short trips. That leaves a massive gap. Families. People who want a bigger vehicle. People who haul gear. People where transit doesn't reach. Robots won't fill that gap anytime soon. So is Tesla conceding its car business to SpaceX's priorities? Maybe. But mass-producing vehicles is worth a lot. Battery and motor IP. Manufacturing know-how. Millions of owners validating autonomy every day. I don't think they walk away from that. Lars Moravy said "never say never" on S and X. He also said a comeback would start from zero, on Cybercab-style manufacturing. Elon said Tesla's lineup will be autonomous vehicles of different sizes. When someone begged for a minivan: "Something way cooler than a minivan is coming." Different sizes. Cooler than a minivan. My bet: Tesla is cooking something behind the scenes. Not a resurrected S or X. A new line that pulls from what they've built with Semi and Roadster. We'll see.
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