Part 9/11:
Insights on Manufacturing and Market Dynamics
Beyond the macroeconomic outlook, Musk discusses the automotive industry, specifically the supply constraints facing automakers like Ford and Kia. These companies are artificially limiting vehicle production to protect residual values, which in turn influences used car prices and financing divisions.
Tesla’s production numbers for the Model 3 are contrasted with Ford’s Mustang Mach-E. Tesla's production ramp-up has beaten expectations, yet Ford’s efforts have stalled, raising doubts about their ability to meet aggressive EV targets for 2026.