Part 4/9:
Hans C. Nelson, a prominent retail analyst, joined the conversation to provide insights into the current state of production and vehicle delivery. He emphasized the implications of Tesla’s shift to full production at Giga Shanghai. The swift ramp-up indicates that Tesla has improved its production processes, which could lead to higher output than previous years. Furthermore, he noted that this performance bodes well for Tesla's profit margins as costs are projected to decrease moving forward.