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Tesla's Unsold Inventory Is Creating Stockpiles You Can See from Space


Where have all the Teslas gone? Stored in parking lots, every one....

“The primary driver of this was an increase in inventory from a mismatch between builds,” Tesla Chief Financial Officer Vaibhav Taneja said of the company’s -$2.5 billion in free cash flow ( spending on AI compute was also to blame). I used satellite imagery and object detection analytics from the earth observation marketplace SkyFi, to take a look at some images of Tesla’s Gigafactory outside Austin, Texas. We were unable to get comparable satellite imagery of Tesla’s Fremont factory but a series of drone videos by a YouTuber show what look to be increasingly cramped lots across the property.

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