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This is a risky strategy. Tesla has been missing deadlines and has ambitious timelines with the new FIFA factory, add to that a SolarCity integration and Musk running a little rocket company called SpaceX, and I could see investors punishing Telstar is this isn't absolutely magical and fully baked. Until the Model 3 is delivered, everything else is a distraction.

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> Until the Model 3 is delivered, everything else is a distraction

Agreed - except to increase cash flow to get to build >500k Tesla 3 fast enough.

They're climbing a mountain of risk at this point. If the first T3 production year is too low in quality and/or quantity, the rest of the reservations could evaporate, especially as the rest of the industry is finally embracing electric.

A utility version of Tesla X could churn out some hard needed cash.

There isn't enough battery manufacturing capacity in the world for other auto manufacturers without Tesla's Gigafactory.

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