> Tesla is not going to have any demand issues here. If this thing works as advertised (and that seems to be the case) and they ramp up production to 50k vehicles/year over the next two years
Pretty big “if” they’re chief. While they very well may not have any demand issues, I’m going to go out on a limb and say they’ll probably will have supply issues. Launching the production of a new model is no walk in the park and the organization already seems to have problems with QA on the existing models.
Tesla has a lot of experience with this. They managed growth and profit throughout the covid crisis and related supply chain disruptions and invested in expanding production capacity further all while many of their competitors were basically struggling with staying profitable.
So, I would not dismiss their ability to execute on what they've announced here. They are obviously well aware of supply chain challenges and have been heavily investing in solutions for that. And they obviously waited with this until they had the logistics and manufacturing in place. And it seems that they are re-using a lot of components they already have - like their drive train and batteries. And they do have a lot of new production capacity coming online.
I don't think Ford has particularly struggled to stay profitable making the MachE and Lightning truck. Neither has Volvo (Tesla's biggest competition in the Semi market).
Pretty big “if” they’re chief. While they very well may not have any demand issues, I’m going to go out on a limb and say they’ll probably will have supply issues. Launching the production of a new model is no walk in the park and the organization already seems to have problems with QA on the existing models.