PODCAST: TESLA MODEL 3, TSLA STOCK GOES CRAZY, GM IS BEING A TEASE, AND MORE

EV Channels Review

This podcast episode delves into several key developments in the EV market, with a significant focus on Tesla. The hosts critically examine the ongoing saga of the $35,000 Model 3, noting its effective discontinuation for the 2021 model year in the US, while acknowledging its continued existence in Canada primarily for incentive compliance. The discussion highlights Tesla's strategy of offering higher-margin variants and the complexities of accessing EV subsidies. The conversation then shifts to Tesla's stock performance, driven by its inclusion in the S&P 500 and speculation about a major investment from Berkshire Hathaway, though the latter is presented as a theory rather than confirmed fact. Updates to the Model Y, including the addition of features like auto-dimming mirrors and USB ports, are also covered, suggesting a continuous refresh cycle. The episode touches upon Tesla's software advancements, including upcoming FSD Beta updates and the highly anticipated Version 11 software release. Finally, the hosts discuss GM's ambitious EV plans, including a new organizational structure and the "Ultifi" customer experience platform, while also noting the tease of new EV prototypes like the Hummer SUV and a distinct pickup truck. The overall tone is analytical, with a critical eye on manufacturer strategies and market dynamics.