NEW TESLA SEMI DETAILS, INVENTORY DISCOUNTS, MORGAN STANLEY NOTE

EV Channels Review

This episode delves into several key Tesla updates, with a significant focus on the Tesla Semi. Pepsi leadership provided details on their planned rollout of 100 Semis in 2023, deploying 15 from Modesto and 21 from Sacramento, with the remaining trucks destined for the central US and East Coast. However, comments from Pepsi's VP Mike O'Connell regarding range were confusing; he stated the Semi could haul Frito-Lay products for 425 miles, but only 100 miles for heavier soda loads, contradicting Tesla's demonstrated 500-mile range with full payloads. O'Connell also mentioned 750kW chargers, which seems inconsistent with the Semi's megawatt-plus charging capability. The review also touches on Tesla's inventory discounts in Europe, Elon Musk's interview with Lex Fridman, potential FSD V11 release, and Morgan Stanley's updated note on Tesla's market cap and future earnings estimates. The episode highlights market concerns about Tesla's demand, exacerbated by these discounts and Musk's comments on macro challenges.