Our guest today Brian Wang has found some clues that Tesla’s Shanghai Megafactory could be even bigger than we thought. Twice as big or more actually. Today, we’ll go through the clues he’s found
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Most concrete tilt up panels range from 30 to 45 feet in height. I'm assuming they have the tallest option
Herbert moving up in the world. Having Brian Wang on the show 🤓
🤗 GREAT NEWS 🔋🔋🔋
Energy 10X in 3yrs I'll take it 🎉🎉🎉
There will surely be a Megapack factory destined for Europe.
What are the barriers to entry for competition to enter this lucrative market?. I understand the competitive moat that Tesla has for autonomy and FSD, but what about this energy business?
Brilliant. Thanks Herbert and Brian
Tesslugh's biggest secret is how they keep their stock perpetually under $300 regardless of good news
A 60x multiple on a maturing industry in 2028 is silly. So is a 40% profit margin in a commodity industry. 15x and 13% margin would be very nice, which puts value of storage at $60Bn. Software is the piece that gets huge multiples and huge margins.
Stock to the moon 🎉🎉🎉🎉
What is the market for these Megapacks. Are they just shipping them to Asian countrys? Or will they come back to the US.
Tezzlugh will waste countless billions on Megapacks when AI will create an entirely new and better source of energy, forcing Tezzlugh to absorb billions of losses to retool and try to catch the new leader of the pack
Tezzy has no expansion plans or production capacity to build the hoax $25K car, much less any Hobotaxis. Tezzy is a smoke & mirrors giga-fraud
My guess is that the building wigth the solar panels is the Mega-Pack factory which I bet is twice the size of Lathrope & will likely produce 3 times as many Mega-Packs. I'm quite sure that Tesla s they always do have learned all kinds of lessons from Lathrope & designed new ways of making Mega-Packs that are more efficient & takes up less factory floor space allowing for an extra assembly line. These Mega-Packs made in Shanghai will be for the Asian Market & countries that don't have tariffs against Chinese made products.
The long building in the back might be for storage oe a place to store Mega-Packs until they are ready to ship & the smaller building in the top corner IMO will be another battery factory specifically for the Mega-packs. I assume they will also purchase as many batteries as possible for these Mega-Packs too in case they can't make as many battery cells from this factory as required to keep up with demand & production.
I also assume that once this Shanghai factory is done & scaling that Tesla will build a Mega-Pack factory in Berlin for the European market & at some future point Mega-Pack Mexico for Latin America. After that I expect Tesla to build a Giga-Factory & Mega Factory on Mars in advance of humans landing there.
**BREAKING NEWS**
The FBI_CIA_DOJ will azzazz in eight E-lawn within the next 12 months. He & Orange are the greatest threats to U.S. corruption the world has ever seen. His existence will not be tolerated
Because this is all about vertically integrated first principles recycling of the sales of products ploughing back into business, does that explain why the stock price only reflects the Wall Street type perceptions of more typical business development, ie Tesla is the opposite of chaotic and a high return on genuine quality of products is not understood by the usual finance suspects. (?, not really a question, just look at it)
Lathrop was a 'found; building. Like the Fremont factory, Tesla took an existing building and fitted their operations inside it. What Tesla would build as a custom design should be expected to be different. And much better.
I wonder what the output per square foot comparison with Lathrop might be. With a custom designed building and, probably, new equipment designs Shanghai may produce at a much higher rate per square foot of factory space. Look at how Tesla moved to using 18-wheeler trailers as warehouse space at Austin. Something not easily done in the old GM/Toyota plant.
Interested to hear from Brian how he thinks capacity changes when we finally get both dry cathode and dry anode? Manufacturing space needed for a completely dry battery is significantly smaller than a wet battery.
Where will 120gwh of batteries come from for the Shanghai Megapacks? Then 360gwh, 720gwh. How can the battery production keep pace?
Left a like for Brian White
Maybe that is housing for workers to stay. Then they can work 24/7
Brian Wang’s analysis is always excellent.
Brian wang! Nice to see you here!
Great program and excellent analysis. Many thanks Brian and Herbert
26:34 Please get declicker software because your content is good but I hate these sounds so much
I like this chanel. Excellent analysis about Tesla.
Are they making cells and cathodes in addition to megapacks at MegaShanghai?
You mean, Tesla lies are coming! Stop brain washing and lying to people. Did anyone ask why Tesla regularly changing features in cars or announce thinks like FSD, Robots, Solar roof and on and still can’t deliver. Wake up! Tesla =Enron
Thank you for this important information