WE NEED TO TALK: ELON / HORRENDOUS EV PROPOSAL / DEEPSEEK'S AUTONOMY

EV Channels Review

The host addresses Elon Musk's political activities and their potential impact on Tesla's brand and sales, concluding that while it may cause short-term alienation and slightly delay growth, it won't fundamentally hinder Tesla's long-term stock performance or technological advancements like FSD, Optimus, and energy. The video highlights a significant development: a $400 million, 5-year contract for armored Tesla vehicles from the US government, emphasizing it predates any specific political administration. A proposed $1,000 EV tax for road repairs is criticized as an unfair blanket policy. The partnership between BYD and DeepSeek for autonomous technology is noted, though its practical impact remains to be seen. Tesla's legal actions against owners and bloggers in China are defended as necessary to counter false claims, with the host asserting Tesla has largely won these cases. Finally, insights from Peter Rawlinson suggest a future market for 180-mile range EVs, though not as the mass-market standard in America.