think another big thing is there's risk of risk of expectations meaning i think tesla will likely i think kill it in qNUMBER_TOKEN but the question is can they keep it up and the story is mostly with gross margins especially without the regulatory credits will they have continuous high demand this year that will allow them to keep prices high or will the whole kind of new car and used car market kind of revert to equilibrium will there be more supply and will tesla need to lower their prices later on in this year and will this kind of hurt gross margins at all and how will investors kind of take that right i think personally they can a lot of a lot of this can be offset with you know further efficiency improvements with the NUMBER_TOKEN with structural battery pack with new factories with increased fsd or full self-driving beta uptake and i think likely will be okay but you know who knows there might be a few road bumps on the way further there are some execution risks so the NUMBER_TOKEN cells that tesla's ramping they're going to be extremely difficult to ramp but they're the key to the future of tesla's vehicles especially to bring down those costs and a lot of you know tesla's future products like the gen NUMBER_TOKEN car the cyber truck etc are dependent on how well i think tesla can execute on their NUMBER_TOKEN development next you have austin and berlin especially berlin with all this red tape right um can they get production started and can they ramp at a decent pace and i think you have high expectations right for NUMBER_TOKEN tesla over delivered in NUMBER_TOKEN and will tesla be able to deliver like over NUMBER_TOKEN or even up to NUMBER_TOKEN million cars that's yet to be seen or on the other hand will there be some some speed bumps or some things that you know obstacles that slow down tesla along the way you know there's always unexpected risks here and there and yeah you just never know i'm reminded in these times kind of to focus on the company's health and i think a lot of that is rooted in its product and innovation and how much they're really focusing on making their product better some of the questions are like how loved is their product is their lead growing are they adding value to their product are they in a huge large and addressable market and yeah is their execution really world class and so far tesla has answered all of these questions with a resounding yes i'll be looking uh forward to their conference call and their shareholder letter to kind of see yeah if there's any hints on um how they're doing all right hope this video has been helpful if it has good like and subscribe all my videos can be found in audio podcast as well just search for dave lee on investing in your favorite podcast player i'm also on twitter at heydaysNUMBER_TOKEN we'll see you guys in my next video thanks
START_INTERACTION_TOKEN right hope this video has been helpful if it has good like and subscribe all my videos can be found in audio podcast as well just search for dave lee on investing in your favorite podcast player i'm also on twitter at heydaysNUMBER_TOKEN we'll see you guys in my next video END_INTERACTION_TOKEN