Some still view Tesla as a car company. For this reason, we look at the China sales.
In this video I discuss how we are seeing a 49% QoQ and 33% YoY based upon the insurance registration. This does not factor in exports which we have no data on at this point.
▶️ 3Speak
Wow, if they continue to increase their car sales in China, that would be huge. Not only will it be good for sales, but also for FSD training data, and AI compute in the future as well.
We will see how the export numbers look.
If there was an increase in sales within China but at the expense of exports, it is a wash and nothing was really gained.