TSLA bullish call by Randy Kirk

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“I think they could do modifications that would with before going to a line where they get to 600,000 per quarter globally.”

Thesis at the time

Bullish

The hosts discuss strong current demand signals for Tesla, noting Model Y L and Model 3 rear-wheel-drive are sold out through year-end, which they attribute to improved FSD and high oil prices. They also speculate Tesla could push quarterly production higher by increasing shifts at existing factories rather than building new lines, while Elon's capex is being redirected toward autonomous Cybercab lines and AI infrastructure.

Key arguments

Model Y L and Model 3 RWD are sold out through the end of the year, indicating max production demand
People are reportedly walking into stores asking for FSD without knowing what the car looks like
Increasing shifts at Berlin, Austin, and Shanghai could push output toward 600,000 vehicles per quarter without new lines
Elon is prioritizing capex toward autonomous Cybercab production and AI-related satellite/data center projects
The Boring Company plans a 200 mph Hyperloop tunnel between Austin and San Antonio, using proven 2017 demo technology

Counter-arguments acknowledged

Tesla may be short on capex to build an entirely new production line
It's unclear whether Berlin and Austin are currently running at full shifts

Hedges and caveats (from the video)

Host acknowledges lack of technical expertise on the subject
Discussion is speculative about future satellite capabilities
Comparison to fiber optics noted as current superior alternative
Technical specifications (kilowatts, terabits) are estimates or renderings, not confirmed final specs