Sublime

Quick reminder that Starman is still floating around in space in @elonmusk's original Roadster. https://t.co/VDUW178ymK

Since 2017, Tesla’s capital expenditure per incremental unit of capacity has improved from ~$84,000, when the Model 3 was ramping, to ~$7,700. While these improvements indicate that Tesla could continue to increase margins, the more important takeaway is that capital no longer is a bottleneck limiting its growth. Instead, Tesla should be able to gr... See more