ELECTREK PODCAST: TESLA RECORD NUMBERS, PRICES, SHAREHOLDERS’ MEETING, AND MORE

EV Channels Review

The Electrek Podcast covers a significant week for Tesla, highlighted by record Q3 2021 delivery numbers, exceeding Wall Street expectations despite global supply chain issues. The hosts commend Tesla's ability to navigate chip shortages better than competitors, noting impressive year-over-year and quarter-over-quarter growth. The discussion also delves into Tesla's headquarters move to Austin, Texas, emphasizing potential cost benefits and the development of an "ecological paradise." A major point of contention is the ongoing rollout and communication surrounding Tesla's Full Self-Driving (FSD) software, with the hosts expressing skepticism about the "safety score" system and the transparency of the beta program, suggesting it borders on false advertising. The podcast also touches on manufacturing innovations like single-piece front and rear castings for Model Y, and recent price increases for Model 3 and Model Y, attributed to rising costs but questioned in light of increasing gross margins. Finally, the upcoming release of the CCS adapter in the US is noted as a positive development for owners.