impact of Tesla manufacturing its own cells
Sandy Munro warns about the impact of Tesla manufacturing its own cells and eliminating the profit margin for suppliers.
Munro praises Tesla’s vertical integration and criticizes other automakers for outsourcing.
Munro emphasizes Tesla’s engineering capabilities and cautions against betting against Elon Musk.
Munro discusses Tesla’s ability to apply consistent powertrain strategies across different models and highlights cost reductions in silicon carbide and drive units.
Munro applauds Tesla’s Mexican plant and its stamping, casting, and formulation capabilities, emphasizing the advantages of internal production.
Credit to : Tesla And Other Stuff