Episode 396: Investor Day Recap, Highlights, and Analysis
Ride the Lightning: Tesla and EV Podcast
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The Hard Part Is Building the Cars
Elon: The hard part is building the cars by far and the supply chain that goes with it. This is a logistics challenge of extraordinary difficulty. All the things that have to go into the car have to scale with the car while everything is doing in an exponential ramp. So we've seen everything from, as Elon mentioned, first the tariffs that flew back and forth, then the ocean logistics issue,. A chip shortage, COVID floods. There was a fire and a fab in Japan that knocked down. And yeah, it's nerve-wracking, but somehow it works.
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