What's the updated timeline for the next-gen platform reaching volume production?
0No answers yet
Daniel Rourke
3 questions
What drove the sequential improvement in automotive margin this quarter?
0Top answer · Vaibhav Taneja · 1k likes
Three things, in order of impact: cost-downs on the 4680 ramp, freight normalization, and software mix. The margin floor everyone worried about is behind us — we said we'd manage through the pricing actions and the data now shows it.
Where does the energy business gross margin settle long-term?
0Top answer · Vaibhav Taneja · 640 likes
Energy is already the best-margin business at scale and we think high-20s is sustainable as Megapack mix grows. Storage demand is effectively unlimited at today's prices.