TESLA GOING AFTER FALSE REPORTING / APPLE'S AUTONOMOUS IP STOLEN / STARLINK COMING FASTER

EV Channels Review

The host addresses several key Tesla-related news items and industry trends. A significant portion is dedicated to debunking false reports about new battery pack configurations (M3P and 4680 cells) for Gigafactory Shanghai and Gigafactory Berlin, emphasizing Tesla's official stance against these rumors. The review highlights the potential positive impact of Tesla's upcoming investment grade upgrade, estimating that it could unlock $10 trillion in assets under management for potential investment, despite Tesla's strong balance sheet. The discussion on battery technology notes a declining reliance on cobalt in EV batteries, with LFP chemistries gaining traction, though overall cobalt demand for EV batteries is still rising. The host also touches upon Tesla's "25 Guns" special operations group, the ongoing development of Cybertruck AC, and SpaceX's Starlink expansion plans. The review concludes by showcasing a successful Tesla Powerwall program in Vermont and updates to Tesla's software version 24.5.