TESLA JUST ASKED FOR WHAT? MUNRO: DISTURBED FROZEN MIDDLE / TESLA'S MASSIVE SCALE IS HERE

EV Channels Review

This episode of Electrified delves into several critical aspects of Tesla's current and future trajectory. A significant portion focuses on Sandy Munro's evolving perspective on Tesla, noting his shift from past criticisms to current praise, particularly regarding the 4680 battery technology. The discussion highlights the challenges Tesla faces with internal resistance to change, termed the 'frozen middle,' and contrasts this with Tesla's strong S-curve growth. The FSD Beta 10.13 release notes reveal improvements in animal detection and lane positioning, with a notable mention of incorporating 'Chuck Cook's Famous Left' maneuver. The video also scrutinizes the 4680 battery's energy density figures, presenting a more conservative analysis from Matt Lacy that suggests potential overestimation in initial teardowns, emphasizing factors like can thickness and lack of silicon. Furthermore, the integration of Steam into Tesla vehicles is discussed, with the host arguing it's handled by a separate team and doesn't detract from FSD development. The used car market data shows Tesla's significant pricing power, with listing prices increasing substantially. Finally, the episode touches upon Tesla's immense battery capacity orders from Panasonic (2 TWh), dwarfing current global capacity, and introduces a new self-diagnostic feature for Tesla service. The Cadillac Lyriq's data-gathering NDA and Aston Martin's EV partnerships are also briefly covered.