Catrlos T Mock, MD Tesla is doing just fine.  The company's gross margins of 25-30% are by far the highest in the industry, compared with 4-6% for Toyota, VW and Ford.  Indeed, Tesla's Q3 gross earnings were bigger than Toyota's!Tesla is also out-investing its non-Chinese rivals, with about $3000/vehicle going to R&D and zero to advertising, vs. $800-1200/vehicle for other US auto makers.Teslas also have the highest US content.  In a battery market with raw materials dominated by China, Tesla is nearing completion of a battery cathode plant, and is building a lithium refinery.  Tesla's 4680 battery pack technology, with its dry electrode coating and single crystal cathode, is rivaled only by the BYD Blade and CATL Qilin pack architecture.  The US is very fortunate to have Tesla.Indeed, there's no demand problem, as demonstrated by the high price, the company is just scaling supply as fast as it can.Now if only Elon would just stop trashing the brand, and making a mockery of the company's clean energy mission by embracing the radical right...

Catrlos T Mock, MD Tesla is doing just fine.  The company's gross margins of 25-30% are by far the highest in the industry, compared with 4-6% for Toyota, VW and Ford.  Indeed, Tesla's Q3 gross earnings were bigger than Toyota's!Tesla is also out-investing its non-Chinese rivals, with about $3000/vehicle going to R&D and zero to advertising, vs. $800-1200/vehicle for other US auto makers.Teslas also have the highest US content.  In a battery market with raw materials dominated by China, Tesla is nearing completion of a battery cathode plant, and is building a lithium refinery.  Tesla's 4680 battery pack technology, with its dry electrode coating and single crystal cathode, is rivaled only by the BYD Blade and CATL Qilin pack architecture.  The US is very fortunate to have Tesla.Indeed, there's no demand problem, as demonstrated by the high price, the company is just scaling supply as fast as it can.Now if only Elon would just stop trashing the brand, and making a mockery of the company's clean energy mission by embracing the radical right...

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