PODCAST: TESLA EARNINGS, SCOUT EV LAUNCH, SOLID-STATE BATTERIES COMING, MORE

EV Channels Review

This podcast episode delves into Tesla's Q3 2024 earnings, highlighting a surprising margin beat despite a slight revenue miss. The hosts discuss Tesla's prediction of slight growth in 2024 and its Q4 guidance, attributing potential success to aggressive early-quarter discounts and incentives like 0% APR. A significant point of discussion is Tesla's increasing profit from service and supercharging, a departure from Elon Musk's earlier stance. The episode also covers the ongoing saga of Full Self-Driving (FSD), with Elon Musk admitting Hardware 3's limitations and the uncertainty surrounding future hardware upgrades. The potential rollout of unsupervised FSD in California and Texas is examined, alongside ambitious targets for improving miles between critical disengagements. Non-Tesla news includes the launch of the rugged Scout Traveler SUV and Terra pickup, both featuring optional gasoline range extenders and impressive off-road capabilities. The episode concludes with updates on Tesla's booming energy storage business and a delay in the Cybertruck's range extender.