NEW TESLA BOARD INTERVIEWS / TESLA'S FSD 12.4.1 / ELON'S NEXT COMP PLAN

EV Channels Review

The video provides a comprehensive update on Tesla, covering key developments from board interviews to FSD progress and financial news. A significant portion discusses the ongoing saga of Elon Musk's compensation package, with insights from a former board member highlighting shareholder concerns about growth slowdown and layoffs, contrasting with the argument that targets were met and the contract should stand. The FSD 12.4.1 update is presented positively, with indications of an internal 'achieved' status and a potential wide release soon, though the distinction between internal testing and public deployment is noted. Other topics include a new Lunar Silver color for the Model S, a limited-time 1.99% APR offer on Model 3 (excluding Performance), and a Cybertruck owner voucher for Powershare equipment. The review also touches on China's Level 3 autonomy approval (noting Tesla's FSD is Level 2), Tesla's self-serve demo expansion to Canada, and a critical look at Rivian's refresh, praising its features but questioning its path to profitability. GM's EV production delays and a Morgan Stanley note on Tesla's grid potential round out the coverage.