system
A chat on subreddit /r/wallstreetbets
human
I’ve seen a few interviews and most of her thesis relies on Tesla making huge strides in their Giga press technology. 

To be fair, it is revolutionary. The new Giga pressed model Y’s have a single rear body cast. It decreased the manufacturing steps from 70 down to 1 while simultaneously cutting material cost by 40% and labour by 20% for that segment of the vehicle. They’re also extremely fast. Each press can conservatively do 300k casts a year. There’s already 8 presses in giga Berlin so if you give giga austin, Fremont and Shanghai the same then that would be 10M casts a year. No new facilities even needed.

The problem though: Tesla is years away from ramping up to that scale. They don’t have the manpower or budget. And to top it off they’re only doing segments of the vehicle with each cast right now. ARKs thesis relies on them doing the entire vehicle in 1 cast. This technology is expected to be unveiled in March, but 10-16mil vehicles is a pipe dream. 7mil per year would be the absolute bull case by 2026 imo, and even that is a huge stretch
gpt
Interesting, thanks. ARK is delusional.