ELON'S TESLA POST-STORM / BIG TESLA DISCOUNTS / FORD'S COP-OUT

EV Channels Review

This episode of Electrified delves into several key developments within the EV landscape, with a significant focus on Tesla. The discussion highlights Tesla's potential for FSD licensing to other OEMs, with projections suggesting it could surpass auto business earnings. However, regulatory hurdles, particularly in Europe, are noted as a significant delay for full FSD deployment, pushing timelines to 2025 at the earliest. The video also touches upon Tesla's production challenges with the Megapack and the ongoing talent war in AI engineering. On the product front, Tesla is reportedly planning a factory in India and has begun producing right-hand drive Model Ys at Giga Berlin for export. Significant inventory discounts on the Model Y are currently available in the US, and price adjustments have been made in Australia. The review also covers Ford's strategic shift towards hybrids and delays in its EV truck and SUV launches due to profitability concerns. Lastly, the construction of LG's battery plant in Arizona, set to supply Tesla with US-made 4680 and LFP cells, is presented as a major positive development.