Analyzing Tesla's Delivery Numbers and Margin Challenges

This chapter delves into the looming Q1 delivery numbers for Tesla, with analysts predicting a possible decline amidst factors like competition in China and issues with the Gigafactory in Europe. The conversation explores Tesla's declining margins, challenges with price wars, and the significance of full self-driving for recurring revenue. Additionally, discussions shift to Japan's currency woes, with debates on the Bank of Japan's strategy and the yen's fall against the US dollar, highlighting the complexities of their monetary policies.