The simple fact that studies, institutions & analysts continue to underestimate Tesla's growth is mind-boggling Expecting Tesla to deliver only 260GWh 🔋 in 2030 is a joke Giga Berlin alone plans to deliver 250GWh in 2030 now add Nevada, Austin, Fremont, Shanghai + new projects
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@alex_avoigt Tesla self production of 4680 - 3 TWh from suppliers probably another - 3 TWh Total 6 TWh for 2030
@alex_avoigt @NamesOfLondon Exponential S curves are hard to model. The overall market TAM is sometimes not obvious, low or high side, and the network effects of first viable product make timing subject to random publicity events. @tonyseba covers this.