CATHIE WOOD'S NEW COMMENTS ON TSLA + ELON MUSK UPDATE ON TESLA FSD BETA BUTTON

EV Channels Review

This episode of Tesla Daily focuses on updates regarding Tesla's Full Self-Driving (FSD) Beta and broader industry news. The host discusses Elon Musk's updated timeline for the FSD Beta button, now targeting approximately four weeks, a slight acceleration from previous estimates. ARK Invest's Cathie Wood is highlighted for her increased confidence in Tesla's AI capabilities and her significantly raised total addressable market estimate for robo-taxis, projected at $11-12 trillion globally. The review also touches upon Cathie Wood's perspective on the automotive sales slowdown, suggesting it's a precursor to EV adoption rather than solely a chip shortage issue, a point the host contests, attributing the slowdown more to inventory shortages and production disruptions. Additionally, the episode covers the expanded Chevy Bolt recall, noting its significant financial impact on GM, and Lucid's decision to split its Air Dream Edition into performance and range variants, which the host views critically. Finally, Sandy Munro's recent commentary on the NHTSA investigation and Tesla's perceived lack of government support is discussed, with the host offering a more measured perspective on the investigation itself.