MUSK IDENTIFIES TESLA CEO SUCCESSOR, EXPECTS ANOTHER TWITTER CEO, SEMI LAUNCH, 4680 UPDATE

EV Channels Review

This episode of Tesla Daily covers a range of significant updates, with a primary focus on Elon Musk's ongoing court case regarding his compensation package. A key revelation is that a Tesla board member testified that Musk has identified a potential CEO successor, though the reviewer emphasizes this is likely normal business planning and not an indication of Musk stepping down imminently. The discussion also touches on Musk's expectation to reduce his time at Twitter and find a new CEO for that platform. Other notable updates include Tesla potentially producing 100 Semi trucks this year, with a delivery event scheduled for December 1st. The 4680 battery's energy density is reported at 244 Wh/kg, which is lower than the 2170 cells, but adjusted figures suggest parity when accounting for structural benefits. The FSD Beta V11 is expected to expand before Thanksgiving, and the Model S has achieved a five-star Euro NCAP rating with the highest overall score. The episode concludes with updates on Tesla's China wait times, Redwood Materials' significant cathode material deal with Panasonic, and Lucid's announcements regarding the Air Touring and Pure trims, as well as the Gravity SUV.