TESLA'S CHOICE IS MISUNDERSTOOD + TESLA ENERGY TO 10X SOON?

EV Channels Review

This episode of Tesla Daily delves into several key developments for Tesla, focusing on the upcoming FSD price increase and ambitious growth plans for Tesla Energy. The host discusses the planned hike of the FSD option price in the US to $12,000, scheduled for January 17th. While acknowledging customer dissatisfaction, the reviewer frames it as a strategic move by Tesla, suggesting the company anticipates FSD's future value to far exceed its current price, potentially discouraging high take rates now. The discussion then shifts to Tesla Energy, highlighting a report indicating a significant production capacity target of 47.48 GWh by 2023, a tenfold increase from current levels. This aggressive expansion, coupled with updates on Megapack (MP2 and MP2 XL) and a new US nickel contract, suggests strong confidence in battery supply. Analyst updates from Wedbush, Goldman Sachs, and Morgan Stanley are also covered, with price targets raised, though the reviewer notes the cautious extrapolation from delivery beats. Finally, a brief mention of potential cold-weather HVAC issues and Giga Shanghai output data rounds out the report.