WILL TESLA LICENSE AND SUPPLY OTHER AUTOMAKERS? TSLA 10-Q ANALYSIS, CASH RAISE, MORGAN STANLEY AND MORE

EV Channels Review

The video discusses Tesla's potential to license its technology, specifically software, powertrains, and batteries, to other automakers. While Elon Musk has expressed openness, the analysis suggests that licensing powertrains and batteries is unlikely in the near term due to Tesla's own production constraints and its goal of making vehicles more affordable. The author posits that licensing software, particularly Autopilot hardware and software, or components of the powertrain like electric motors, might be more feasible under specific circumstances. The Supercharger network is identified as the most likely area for partnership. The review also touches upon Morgan Stanley's increased price targets for TSLA, Tesla's 10-Q filing revealing details about regulatory credit revenue and China sales growth, a new asset-backed security offering, and an upgrade in Tesla's credit rating by S&P Global. Finally, it mentions the commencement of construction on a large energy storage project with PG&E.