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Comment by zaroth

The downvotes are because “If they grow revenue by 1000% and don’t improve efficiency then...”.

That is a fundamentally unsound premise.

They expect to grow at 50% CAGR which means 1000% in about 6 years. Which in and of itself would be an insane growth trajectory to achieve at this scale.

But at the end of those same 6 years you would reasonably need to model some significant efficiency improvements.

Tesla has predicted their battery costs, for example, will be reduced by 50% in that time frame.

There will also be significant efficiencies achieved elsewhere in the manufacturing line beyond just their tech roadmap for structural batteries, but certainly I would assume not quite a full halving of the cost to produce the entire car.

parent zaroth 5 years ago

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