Tesla Stock on FIRE. Slowly then All at Once @nextbigfuture

Uploaded May 2026 | Updated September 2026, 57 minutes ago

The bear cases against Tesla are being defused and destroyed.

Profit Margin Back Over 20% and Increasing.
Car sales increasing in China and Europe.
Car exports from China increasing.
More margin from FSD.
FSD TAM will double in Q3.
500,000+ quarterly car sales can finally happen.

Robotaxi unsupervised making steady progress.
Tesla Semi mass production started.
Cybercab in S curve of production.

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Tesla Stock on FIRE. Slowly then All at Once

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$Tesla Gigafactory BREAKTHROUGH. UNBOXED Production. 95% Robotic, 2.5 hr/CAR. $1000+ in 2026 Tesla China revealed Build Time for Model YL 2.5 Hours which is 4 times faster than world leading model Y 8-10 Hours (Tesla) and ten times faster than 30 Hours for volkswagen Giga Shanghais is building model YL in about ~2.5 hours end-to-end. This is a 75% reduction from Teslas 2023 worldclass 8-10 hours. This is unboxed process parallel assembly (where subassemblies like chassis, battery, and interior converge simultaneously rather than sequentially). VWs legacy plants clock in at 20-30 hours per vehicle, with even their fastest EV line (ID.3 at Zwickau) at 16 hours. This means lower costs and much more cars. Normal Car Labor is 10-15% of COGS (~$1,000-1,500/car industry-wide). At 95% automation. Teslas labor fraction drops to 2% ($100-200/car). Austin (Giga Texas): Already at 80% automation, upgrade to 95% adds 50% throughput (Model Y from 1,000 to 1,500/day/line). Current dual lines (Y + X/Cybertruck) hit 550k/year—post-upgrade, 800k+ without expansion. The Cybercab line at Austin will eclipse Shanghais efficiency, targeting 1 to 2 hour builds via radical simplification: No Paint Shop: Saves time and $200M facility costs. Follow Brian Wang on https://www.NextBigFuture.com Follow Brian Wang on https://www.X.com/@NextBigFuture Patreon - Next Big Future This channel brings you the most important science and technology breakthroughs and analysis at least once per week.$

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