CGX car nut:

I’ll give Musk credit where credit is due for understanding many of the inherent issues with automotive production.  I’m not seeing a reason other than “build it and they will come” for the Georgia facility as this time and with a product slated for that facility in 2026, at the earliest.  Across the next year, several of the other automakers will roll out new competing products including Volkswagen Group with its new Scout division.  By the time the Scout begins product, Volkswagen Group will be generating significant synergies across its operating units in EVs.  
 

Rivian is deadman walking just like Lucid, with interesting product too late for the market.  

The Georgia factory defies logic.  They are running at 25-30% capacity at the current one in Illinois.  

Agree, they are 8-10 years to late.