>Tesla is investing in developing 4 new models, production capacity for model Y, building 2 more gigafactories, building 1,000s of superchargers globally, building capacity for solar roof production
Tesla claims to be doing all this, but the financials say different. Their CapEx has not increased in many quarters (it actually decreased at one point recently). So can you explain to us how you think they are doing all this? Where does the money come from?
Exactly. I'm really worried about the service and supercharging infrastructure. In the last year (to q3-18, q4 stats aren't out), we've gone from one service center per ~800 cars to one service center ~1200 cars. We've gone from a supercharger per ~30 cars, to a supercharger per ~40 cars.
Tesla claims to be doing all this, but the financials say different. Their CapEx has not increased in many quarters (it actually decreased at one point recently). So can you explain to us how you think they are doing all this? Where does the money come from?