Thread by @MatthewDR

EXCLUSIVE $TSLA 🧵: I spoke with Tom Zhu after the #InvestorDay presentation and he shared key information that is not known until now.

I’m convinced he will be @Tesla’s next CEO after @elonmusk. He’s charismatic, succinct, incredibly intelligent and acts with a great sense of… twitter.com/i/web/status/1…

⁃The Gen 3 platform will be built in Mexico first, then they will copy & paste production to other Giga Factories.
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⁃The first Gen 3 vehicle will roll off the production line in 18-24 months!

⁃I asked if the Gen 3 will be painted or stainless steel he smirked and said “paint is expensive” 😏.

⁃Giga Mexico will be built AT THE SAME TIME AS ANOTHER GIGA! 4/

⁃All Giga Factory architecture, design, and construction is done in-house. 5/

⁃Shanghai ramped faster than Austin/Berlin because Shanghai copied Fremont’s production and the Austin/Berlin had to figure out the structural pack 6/

⁃The benchmark for rolling Model Y’s off the production line is 45s. Current times: China 37s, Berlin 55s, Austin 75s. 7/

⁃Midnight Cherry Red and Quicksilver paint cannot be produced in Austin’s paint shop and there are no plans to change that 8/

⁃We will see more proactive communication soon. Tesla now has country specific Twitter handles and comms teams in Asia, they will roll out this strategy to Europe/North America 9/

⁃Tesla China is actively working with local Chinese regulators to approve use of FSD in China (same policy for all manufacturers, not just tesla) 10/

- I also have UNBELIEVABLE news about the CyberTruck that I heard from @Tesla execs. Follow me if you’re into that kind of thing as I’ll share the info soon. 11/

As one of the lucky 50 retail $TSLA shareholders who attended #InvestorDay, I was able to take lots of pictures of the event. You can check them out here: 12/

https://twitter.com/matthewdr/status/1630988148556660743

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https://twitter.com/matthewdr/status/1631708001487962112