[kogepathic]

> How many vehicles could Tesla create AT COST spending the $2B / year that Uber is burning?

While I don't disagree, I think the major question here is "how many vehicles can Tesla create" given their difficulties in scaling Model 3 production.

Tesla could have the best self-driving tech, but if it is exclusive to their cars and they can't manufacture them fast enough, someone else will build their own fleet and win all the market share.

Unfortunately I see Tesla's hurdle being manufacturing volume, and that's a lot harder to solve quickly than fitting sensors to existing cars.

[loceng]

They're a new automotive manufacturing company - being a few months off estimated production for Model 3 isn't a big deal. It's surprisingly good in hindsight.

Their current capacity capability at the factory is 500,000 vehicles annually. I suspect once they launch the Semi and get 500k+ pre-orders of it, they'll be able to get a loan to build or acquire another factory.

As Elon has mentioned many times, designing the automation is magnitudes harder than designing the vehicle itself. They're on an exponential growth path and it's going to be amazing once they're pumping out millions of vehicles annually.