Is Tesla’s Q1 2025 a stumble or a strategic retreat? The Model Y topping Norway’s sales charts amidst a global delivery dip raises eyebrows. Is this a testament to the new Model Y’s appeal, or simply a localized anomaly? What does this mean for Tesla’s overall strategy? I predict a Q2 rebound, but am I being overly optimistic? Let’s discuss.
The ramp-up of the non-Launch Series Model Y at Giga Texas adds another layer to this puzzle. Does this signal an imminent surge in deliveries, or are we looking at another production bottleneck? The fact that only the Launch Series is currently available for order in the US seems counterintuitive. Your thoughts?
Elon Musk’s continued involvement with DOGE, despite stepping back from official duties, sparks intrigue. Is this a strategic move to maintain influence, or simply a reflection of his genuine commitment? How will this impact Tesla’s trajectory moving forward? The interplay between Musk’s political engagements and Tesla’s brand perception is a fascinating discussion point.
Redwood Materials’ expansion into San Francisco is a bold move. Is this a sign of the growing importance of battery recycling in the EV ecosystem, or simply a strategic land grab? How will this impact Tesla’s battery supply chain in the long run? The competition in the battery recycling space is heating up, and I’m curious to see how this plays out.
Lastly, the mysterious Model 3 with unusual camera placements spotted on Reddit begs the question – Cybercab or next-gen testing? This could be a game-changer, or simply a red herring. What are your theories?
Is Tesla’s Q1 2025 a stumble or a strategic retreat? The Model Y topping Norway’s sales charts amidst a global delivery dip raises eyebrows. Is this a testament to the new Model Y’s appeal, or simply a localized anomaly? What does this mean for Tesla’s overall strategy? I predict a Q2 rebound, but am I being overly optimistic? Let’s discuss.
The ramp-up of the non-Launch Series Model Y at Giga Texas adds another layer to this puzzle. Does this signal an imminent surge in deliveries, or are we looking at another production bottleneck? The fact that only the Launch Series is currently available for order in the US seems counterintuitive. Your thoughts?
Elon Musk’s continued involvement with DOGE, despite stepping back from official duties, sparks intrigue. Is this a strategic move to maintain influence, or simply a reflection of his genuine commitment? How will this impact Tesla’s trajectory moving forward? The interplay between Musk’s political engagements and Tesla’s brand perception is a fascinating discussion point.
Redwood Materials’ expansion into San Francisco is a bold move. Is this a sign of the growing importance of battery recycling in the EV ecosystem, or simply a strategic land grab? How will this impact Tesla’s battery supply chain in the long run? The competition in the battery recycling space is heating up, and I’m curious to see how this plays out.
Lastly, the mysterious Model 3 with unusual camera placements spotted on Reddit begs the question – Cybercab or next-gen testing? This could be a game-changer, or simply a red herring. What are your theories?