I spoke with Tom Zhu after the InvestorDay presentation and he shared key information that is not known until now. I’m convinced he will be Tesla’s next CEO after ElonMusk. He’s charismatic, succinct, incredibly intelligent and acts with a great sense of urgency. He will be our Tim Cook! Here is what he told me
⁃The Gen 3 platform will be built in Mexico first, then they will copy & paste production to other Giga Factories.
⁃The first Gen 3 vehicle will roll off the production line in 18-24 months!
⁃I asked if the Gen 3 will be painted or stainless steel he smirked and said “paint is expensive”
⁃Giga Mexico will be built AT THE SAME TIME AS ANOTHER GIGA!
⁃All Giga Factory architecture, design, and construction is done in-house.
⁃Shanghai ramped faster than Austin/Berlin because Shanghai copied Fremont’s production and the Austin/Berlin had to figure out the structural pack
Tom said construction should be completed faster than Shanghai, it will take less than 9 months
https://twitter.com/MatthewDR/status/1631708001487962112