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TSMC Jumps and Tesla Falls

Bloomberg Tech

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The Importance of Demand in Tesla's Future

Tesla has been smarter and executed better on the profitability issue because of three things. First, to bring battery production in-house, that lowers costs. They're miles ahead of anybody else on what's called OTA software. Third, the robotization of the manufacturing process, they get cars produced in a fraction of the time of others.

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