NEW INFO FROM TESLA SEC FILING, HIGHLAND DELIVERIES, CYBERTRUCK

EV Channels Review

This episode of Tesla Daily provides a comprehensive overview of recent developments, primarily focusing on insights from Tesla's Q3 10-Q filing. Key takeaways include a significant increase in deferred revenue, particularly in energy storage, and updated capital expenditure guidance exceeding $9 billion for the current year. The filing also notes an escalation in the DOJ's information requests regarding Autopilot and FSD features, now involving subpoenas. On the product front, the much-anticipated Model 3 Highland has begun deliveries in Europe, with initial sightings reported in Germany and the Netherlands. Drone footage suggests early construction work at Giga Nevada, potentially related to an expansion. Elon Musk addressed advertising, stating Tesla will scale efforts based on effectiveness, and confirmed the company's strong performance in vehicle theft rates, with the Model 3 and Model Y topping the charts for low claim frequency. New Cybertruck sightings continue, including testing at Hollister Hills and an interior glimpse from the F1 race in Austin. Texas has launched a limited EV rebate program, and intriguing internal images of V4 Superchargers have emerged. The episode also touches on geopolitical news regarding the Governor of Nuevo Leon's presidential bid and the UAW's expanded strike against Stellantis.