Oh yeah, I doubt anyone who makes a large order this year will get their entire order filled given that Tesla is ramping production.
Drone footage shows new builds, but they obviously need to get volume up.
https://youtu.be/WjkCKODoEjM?t=464
Like I mentioned, I think dry cathode 4680 production is key, and I think an earlier video from the same person discuses what they believe is equipment for a dry cathode line that will be set up inside the semi factory.
It took Tesla a year just to get Model 3 up production from nearly nothing over the first few months to 4k+ units/week, and the semi is larger/more complex. I'd be surprised if we saw 500+ units/month by December.
https://www.teslarati.com/tesla-model-3-production-surpasses...
While high oil prices are attractive in terms of investment, if oil companies aren't very confident about making large/fast investments in this climate, I don't EV manufacturers are going to be.
My guess is that Tesla will gradually ramp production in a cost effective way, like they have in the past. It's better to miss a timeline and deliver a cost-effective/competitive product than the other way around.
