Electrified

Tesla's Shanghai Expansion Delayed, US Official Attacks EVs, Audi's Failure

This episode of Electrified covers a range of EV news, with a significant focus on Tesla. The potential delay in Tesla's Shanghai expansion is di... morescussed, attributed to concerns over Starlink and data security rather than Tesla itself. The reviewer expresses confidence that Tesla will navigate these issues with the Chinese government. Positive news includes reports of BYD reservation holders switching to Tesla following price reductions, particularly impacting the BYD Seal and Han models which compete with the Model 3. New UI features for Tesla in China, including handwriting input and WeChat integration, are highlighted, with the potential for global rollout. The new 'Midnight Cherry' paint option for the Model Y Long Range and Performance is showcased, though its availability is currently limited to Giga Berlin. The episode also touches on Elon Musk's personal fortune loss, South Australia's renewable energy milestones, and a unique parallel parking technology demonstrated on an Hyundai Ioniq 5. A critical segment addresses a US official's attack on EVs, specifically citing their weight and acceleration as safety risks. The reviewer counters this by emphasizing Tesla's safety record and arguing that driver attention is a more significant factor in accidents. Finally, the 2024 Jaguar I-Pace is briefly reviewed, with the host expressing disappointment in its sales performance and uncertain outlook. less

Tesla Pulls Off 3 Decade Feat / Giga Indonesia Update / Porsche's Press Release

This episode of Electrified covers a range of Tesla-related news and industry updates. The host, Dylan Loomis, discusses Tesla's decision not to ... morecompensate protesters in China, Goldman Sachs' top 2023 picks naming Tesla and GM, and a potential new factory in Mexico by Chinese tech company Noahitech, though Loomis expresses skepticism about the latter. A significant portion is dedicated to the IRS's classification of the Model Y for federal tax credits, highlighting the discrepancy with EPA standards and the impact on consumers. The review also touches on Tesla's safety awards from Euro NCAP, expansion efforts with Giga Berlin and potential Giga Indonesia, and market entry considerations in Turkey. Notably, the video reports that Tesla has surpassed BMW to become the top luxury brand in the US for 2022, a significant achievement for an American automaker. The host also briefly mentions Porsche's electrification plans and the growing virtual power plant market, where Tesla is seen as a leader. less

Rare Tesla Exec Interview / Giga Austin Files for Expansion / New Tesla Inventory

This video provides a comprehensive overview of recent developments impacting Tesla and the broader EV market. The host, Dylan Loomis, highlights Morg... morean Stanley's positive outlook on Tesla's manufacturing and supply chain execution, positioning it favorably against competitors struggling with profitability and scaling. The interview with Tesla China's VP, Grace Tao Lin, offers valuable insights into the rationale behind recent price adjustments, emphasizing cost forecasting and supply chain normalization rather than demand issues. The expansion plans for Giga Austin, including significant investments in new facilities like the cell and cathode plants, are detailed. The video also touches upon inventory fluctuations, the potential for Model Y to qualify for IRA credits with a modified third-row configuration, and the establishment of a dedicated Tesla Semi repair center. While acknowledging some temporary dips in China's insurance registration data, the overall sentiment remains optimistic regarding Tesla's long-term strategy and competitive advantages, particularly its OTA update capabilities. less

Elon: This Will Go Down in History / Model Y Sets 53 Year Record / Giga Austin Changes

This episode of Electrified delves into several key Tesla updates and market observations. The host highlights new incentives that make the Model 3 re... morear-wheel drive and Performance trims more accessible, positioning them as strong value propositions despite broader market concerns. A significant point is the Model Y's record-breaking sales achievement in Norway, surpassing the historic VW Beetle record, underscoring its global popularity and market dominance. The video also touches on Tesla's strategic semiconductor orders for future hardware, potential improvements to third-party charging integration in Europe, and ongoing developments at Giga Austin, including Project Highland and Cybertruck production preparations. While the core content focuses on Tesla's product and manufacturing advancements, the latter half of the video shifts to a personal religious testimony, which, while heartfelt, deviates significantly from the typical automotive review format. less

Elon Sees Deflation: 2023 Tesla Impact / Elon Takes Some Blame / Tesla Hiring Freeze and Layoffs

The video provides a comprehensive overview of recent Tesla news, touching on the ramp-up of the Lathrop Megapack facility, the defeat of a proposed s... moreolar tax in California, and a tip regarding Apple Music streaming quality in Teslas. A significant portion is dedicated to Tesla's hiring freeze and layoffs, contextualized within broader industry trends. The discussion then shifts to Elon Musk's comments on deflation, his potential blame for Tesla's stock performance, and the implications for Tesla's input costs and margins. The video also covers Tesla's in-house cell manufacturing plans in Fremont, Musk's impending resignation as Twitter CEO, and Morgan Stanley's analysis of Ford's EV division and Toyota's delayed EV transition. Finally, it notes Tesla's expansion into Turkey and updates on Gigafactory Austin, alongside a recall for the Chevy Bolt and Herbert Diess's new role. The overall sentiment is cautiously optimistic regarding Tesla's energy division and the potential benefits of deflationary pressures on its financials, while acknowledging the challenges posed by market sentiment and competition. less

Industry Execs: Tesla's Lead Will Grow / Where TSLA Stock Can Go Now / Elon Not Amused

The video discusses the complexities of the Inflation Reduction Act's EV tax credits, highlighting that not all EVs will qualify for the full amo... moreunt due to postponed sourcing requirements. It notes that the Model 3 Rear-Wheel Drive is currently eligible for the full $7,500 credit, while the Performance trim is disqualified by price caps. The host expresses hope for a future Model 3 Long Range variant under the $55,000 cap. The discussion also touches on Tesla's inventory management, a potential change in the Cybertruck's steel supplier, and Tesla's domestic sales data in Shanghai, which shows BYD significantly outselling Tesla. The video briefly covers the Dog Mode live camera feature, stock analysis suggesting Tesla's valuation is nearing traditional automakers, and potential Model S production in Berlin. Finally, it presents a KPMG survey indicating industry executives are tempering near-term EV sales expectations, leading to a more realistic outlook for the industry. less

Tesla Energy Set to Explode TSLA EPS & New Details on Tesla Mexico

This video delves into Tesla's financial performance, contrasting its significant net income growth with stock price depreciation, suggesting mar... moreket detachment from fundamentals. The reviewer highlights Tesla's superior winter range performance compared to competitors like the VW ID.4 and Mustang Mach-E, noting a 15-19% range reduction in freezing temperatures versus 30% for others. Production milestones are discussed, including Giga Berlin's weekly Model Y output reaching 3,000 units and the potential for a new Tesla factory in Mexico, possibly for the next-gen platform with an initial investment of $800 million to $1 billion. The analysis also emphasizes the efficiency of direct electrification (77%) over alternatives like hydrogen (33%). A significant portion is dedicated to Tesla Energy's Megapack production in Lathrop, projecting substantial revenue and profit, potentially adding $100 per share to Tesla's valuation. The video touches on the sentiment surrounding Tesla, comparing it to Volkswagen's past emissions scandal, and briefly mentions Starlink's subscriber growth and Tesla's FSD testing in the UK. The overall tone is cautiously optimistic about Tesla's long-term prospects despite short-term market volatility. less

Elon Warns of Biggest Financial Crisis Ever / Gigapress Arrives In Austin

The host discusses the potential for a significant financial crisis, drawing parallels to 2008, driven by declining auto loan residual values and incr... moreeasing repossessions, a situation Elon Musk has warned could be the 'biggest financial crisis ever.' The video also touches upon Tesla's financial strength, with Morgan Stanley noting Tesla's cost leadership and vertical integration as key advantages in a deflationary EV market. Positive developments include the delivery of Gigapress components to Giga Austin, signaling progress on production capabilities. Additionally, the review highlights the upcoming FSD Beta V11 single-stack update, a new camping unit prototype for the Cybertruck, and Tesla's strong EV sales performance in Germany, prompting further government investment in charging infrastructure. Rivian's R1T and R1S also received range boosts via OTA updates. A Tesla racial discrimination lawsuit update indicates a tentative ruling against Tesla's arbitration arguments. Finally, Toyota's collaboration on V2G technology is mentioned, though questioned in the context of their current EV sales. less

The Next Tesla Factory Location / Tesla Electric Unveiled / Elon Selling TSLA

This video from Electrified covers a range of Tesla-related news, with a significant focus on financial and strategic developments. The host discusses... more Elon Musk's recent stock sales, totaling billions of dollars in 2022, and analyzes the impact on his personal wealth and Tesla's market cap. The review touches upon market commentary from analysts like Gary Black and Dan Ives, contrasting their short-term focus with a longer-term investment perspective. A key announcement is the unveiling of 'Tesla Electric,' a new energy plan for Texas customers with Powerwall and solar, offering potential earnings by sharing energy with the grid. The video also reports on the likely location of Tesla's next Gigafactory in Santa Catarina, Mexico, and Tesla's full production capacity in China despite COVID-19 policies. Other segments include a price drop for the Wall Connector, Tesla's strong growth in Europe, and a mention of the Model 3's reliability ranking. The F-150 Lightning's price increase and BYD's upcoming electric brands are also briefly covered. less

The Stars Have Aligned for Tesla / Giga Shanghai Decision / Redwood Expanding

This video provides a comprehensive overview of recent developments surrounding Tesla, touching on financial analysis, production updates, and new fea... moretures. Goldman Sachs' shift to a PE-based model for Tesla stock, while lowering its price target, is noted with an overall bullish outlook. Production rumors from Giga Shanghai are discussed, with the transcript suggesting a potential shutdown might be to manage inventory ahead of hardware upgrades. Giga Berlin's third shift is clarified, with a distinction between logistics and final assembly start dates. New features like Steam integration (currently limited to Model S/X with discrete GPUs) and Apple Music integration are highlighted, alongside a UI change with larger font sizes and the return of UI cards. The potential for Autopilot on the Tesla Semi is discussed, with the consensus being it's software-locked for now. The video emphasizes Tesla's strategic positioning for mass adoption, leveraging the IRA as a bridge to future mass-market vehicles and the Cybertruck/Semi. Updates on Tesla's lithium refinery plans and Redwood Materials' expansion are also covered, alongside commentary on the IRA's commercial tax credits and the F-150 Lightning winning MotorTrend's Truck of the Year. The overall sentiment suggests a positive long-term outlook for Tesla despite near-term challenges. less

Elon Has Words for TSLA Investors / Tesla Holiday Update Is Here / Berlin Expansion Plans

The host provides a comprehensive overview of Tesla's recent developments, focusing on the much-anticipated holiday software update. Key new feat... moreures include Apple Music integration, enhanced Sentry/Dog Mode interior camera viewing, scheduled light shows, refined climate controls with fan speed adjustment, myQ garage door opener support, auto turn signals, improved Mahjong game, and an emissions testing mode accessible via the mobile app. The update also brings the "Rainbow Road" visualization for Autopilot and track mode for the Model Y Performance. Beyond software, the video touches on Tesla's insurance registration data from China, noting a slight increase week-over-week but falling short of some expectations. Elon Musk's recent comments to investors are interpreted as a long-term focus, emphasizing Net Present Value calculations over short-term stock fluctuations. The host also discusses the Cybertruck's casting process, Hertz's rental policies, the start of trial production for "Midnight Cherry" paint at Giga Berlin, and Tesla's expansion plans in Germany. The EPA's 2022 report is highlighted, confirming Tesla's leading efficiency and lowest emissions among manufacturers. Other news includes Zeekr's IPO plans, Lyft's new EV incentives, Waymo's autonomous ride permit filing, and a positive CPI reading impacting potential Federal Reserve rate hikes. The host reiterates a long-term bullish stance on Tesla stock despite short-term market volatility. less

Munro: More Revolutionary Than I Thought & Tesla Energy Scores Big Victory

The video discusses several key developments in the EV market, with a significant focus on the Tesla Cybertruck. Sandy Munro's reaction to a leak... moreed image of a large rear casting for the Cybertruck is highlighted, with Munro expressing surprise at its revolutionary nature, suggesting it might be a single, massive piece. The host speculates on its manufacturing and potential implications for folding seats. Beyond the Cybertruck, the video touches on positive sales for the Model Y in China and Model 3/Y in Thailand, as well as the return of the Model S/X to Europe. It also notes Tesla's strong Average Selling Price (ASP) growth in November, despite rising interest rates. On the energy front, a study suggests EVs drive down electricity rates by charging off-peak, and Tesla's Megapacks are proving economically viable for grid-scale energy storage without subsidies. The video also covers Toyota's new EV strategy, Stellantis idling a plant due to electrification costs, and GM receiving significant funding for battery production. Overall, the Cybertruck's manufacturing innovation appears to be a major positive takeaway, alongside Tesla Energy's growing success. less

Giga Austin's New Catalyst / Tesla Sales Data / Tesla Working with Canadian Government

This "Electrified" video covers a range of Tesla-related news, with a significant focus on sales data and production in China. The presenter... more highlights Tesla's strong performance in the Chinese market, exceeding its growth goals despite an overall market slowdown. Data indicates Tesla's domestic deliveries are up significantly year-over-year, and the new energy vehicle market penetration is strong. However, the video also touches on increasing inventory levels in China and production adjustments like shortened shifts at Giga Shanghai, suggesting a potential slowdown in the coming months. A key takeaway is the Tesla Semi's impressive efficiency, reportedly outperforming combustion engine pickup trucks even when unloaded. The video also touches on Tesla's legal battles regarding FSD claims, the rollout of FSD beta to older Model S/X vehicles, and Tesla's involvement in Canadian EV charging infrastructure policy. The Giga Austin catalyst and the potential appointment of Tom Zhu to oversee operations there are also discussed. less

Tesla Bringing Radar Back / VW's Catastrophe / Tesla CEO Chatter

The video discusses the potential return of radar to Tesla vehicles, a significant shift from their recent 'Vision only' approach. The host ... moredetails Tesla's FCC filing for a new automotive radar, suggesting it could be a high-definition unit aimed at improving Full Self-Driving capabilities, especially in adverse weather conditions and to combat phantom braking. The analysis delves into Tesla's historical stance on radar, highlighting Elon Musk's evolving views and the trade-offs between sensor cost, complexity, and data utility. The reviewer also touches upon Tesla's stock performance, China incentives, and the holiday software update. A significant portion is dedicated to Volkswagen's struggles with production and supply chain issues, described as a 'catastrophe,' contrasting it with Tesla's operational efficiency. The piece concludes by questioning Apple's self-driving car timeline and a controversial report about Tesla China's leadership, urging caution due to the source's history of misinformation. less

Karpathy on Tesla's Real Advantage / The TSLA Stock Bottom / Fremont Renovations Begin

This video delves into several key aspects of Tesla and the broader EV market. A significant portion is dedicated to Andrej Karpathy's insights o... moren Tesla's AI advantage, emphasizing the importance of a 'data engine' (vehicles, FSD computer, software) for rapid iteration and competitive edge in FSD development. The review also touches on the rising battery pack costs in 2022 due to material costs, with a projection for prices to fall again by 2024, and the potential cost of a Tesla Semi battery pack. Updates on the 'Project Highland' Model 3 refresh are confirmed, with Shanghai engineers assisting in Fremont and facility modifications underway for body fitting and repair. The video also analyzes Tesla's stock potential, using historical yield curve data to suggest a potential bottom in 2023 or later, coinciding with a declared recession. Finally, it notes the increasing number of Ford dealerships opting into EV certification and Apple scaling back its autonomous driving plans. less

Tesla In China: Wow / Tesla Semi's Global Prospects / BMW: Really?

The video provides a comprehensive update on Tesla's performance in China, highlighting a significant 89% year-over-year increase in November del... moreiveries, reaching 100,200 vehicles. This surge, despite ongoing challenges like supply chain issues and factory upgrades, underscores Tesla China's impressive operational efficiency, with a localization rate exceeding 95%. The review touches upon BYD's growing presence and luxury ambitions, positioning it as a more affordable alternative in the Chinese market. Speculation regarding Tesla Semi's global prospects is explored, with Asia Pacific identified as a major opportunity. The potential for a refreshed Model 3, codenamed 'Highland,' is discussed, alongside updates on FSD Beta 11 and Tesla's charging infrastructure expansion. BMW's entry into fuel cell vehicles is noted as a preemptive move for specific markets. Overall, the content balances positive Tesla news with broader industry developments, offering a nuanced perspective on the EV landscape. less

An Unexpected Tesla Deal / Franz on Cybertruck + Gen 3 / TSLA Stock Jumps

This video covers a range of Tesla-related news and insights. A significant portion is dedicated to Franz von Holzhausen's discussion on the Cybe... morertruck's design philosophy, emphasizing its form-follows-function approach driven by the use of stainless steel and unique manufacturing constraints. The review highlights Tesla's legal victory against a Chinese publication and the substantial order of 399 rear-wheel-drive Model 3s by Caltrans, noted as the largest EV fleet order from a U.S. government entity. The expansion of Tesla's distribution network through Best Buy for its wall connectors is also discussed. The host provides a personal endorsement for Liquid IV, a sponsor, detailing its hydration benefits. Updates on Tesla's lithium refinery project indicate a push for vertical integration, though timelines and equipment sourcing remain potential challenges. The video touches upon the broader EV market with mentions of Lightyear's solar EV and Lucid's potential cheaper sedan, as well as Rivian's demand outlook. Finally, market analysis focuses on the Federal Reserve's potential rate hike moderation and its impact on TSLA stock, alongside economic data like Q3 GDP. less

Is Tesla's Inventory Cleared? Holiday Release Preview, A Tesla and Lithium Storyline

This video from Electrified provides a comprehensive overview of recent developments impacting Tesla and the broader EV market. The host highlights st... morerong Tesla sales figures in China for November, exceeding previous records and suggesting inventory is being cleared, though a cautious watch on upcoming weeks is advised. The discussion touches on South Korea's efforts to attract Tesla by addressing union issues, and previews potential new features for Tesla's holiday software release, including interior camera live viewing and a "fart" mode. The analysis delves into Tesla's competitive position in China, noting its growth rate compared to the overall EV market, and discusses the diminishing negotiating power for lithium due to increased competition from GM and Ford, while reassuring that Tesla's immediate supply remains secure. The video also explores the geopolitical implications of the Inflation Reduction Act on battery supply chains, particularly concerning Indonesia's nickel resources. Emerging EV players like Nio's US market entry plans and vertical integration strategies are also covered, alongside a brief mention of Cruise's self-driving challenges and Renault Trucks' electric delivery vehicles. Finally, the host emphasizes a long-term investment perspective over short-term price targets. less

New Model 3 Coming 2023 / China Losing Control / Berlin Production Update

The "New" Model 3, codenamed Project Highland, is reportedly set for a 2023 Q3 production start, focusing on component reduction and interio... morer simplification, potentially including a yoke steering wheel and removal of stalks. While exterior design changes are unlikely, the powertrain and performance might see updates. The video also touches on Tesla's efforts to combat "defeat devices" for Autopilot/FSD, potential production challenges in China due to COVID-19 policies, and the expansion into Thailand. A significant portion discusses the Tesla Semi's 500-mile range capability with an 81,000-pound load, challenging previous industry skepticism. The review highlights Tesla's battery deployment efficiency compared to BYD and touches on Elon Musk's strong stance against ESG. Overall, the "new" Model 3 appears to be an iterative manufacturing improvement rather than a radical redesign, with the Semi's performance being a key positive takeaway. less

Everything To Know: Giga South Korea / Monumental Moment for FSD Beta / Polestar Stock

This episode of Electrified delves into several key developments impacting Tesla and the broader EV market. The host, Dylan Loomis, critically examine... mores analyst predictions, highlighting inconsistencies and a potential shift in sentiment among Tesla bears. A significant portion is dedicated to Tesla's Full Self-Driving (FSD) Beta, with Loomis emphasizing the imminent wide release and its implications for deferred revenue recognition. The potential for a Giga South Korea factory is explored, detailing the market's potential, government support, and strategic advantages for Tesla, including export capabilities and access to local battery suppliers. The video also touches upon the impact of the Inflation Reduction Act on US battery production, the integration of Dolby Atmos into Tesla vehicles, and a comparison of Tesla's stock performance against Polestar. Loomis concludes with a personal note of gratitude to his viewers. less

Proof Tesla Is In Unprecedented Times / New Referral Program / Margin Tailwinds

The video discusses Tesla's current market position, highlighting strong automotive gross margins (26.8%) despite ongoing factory ramp-ups and th... moree impact of the Inflation Reduction Act. It addresses the debate on whether production or deliveries are the better growth metric, asserting that Tesla still sells every vehicle it produces. China's market is analyzed, noting strong Q4 delivery numbers but also increased competition from domestic EV brands and potential order intake slowdowns. The return of Tesla's US referral program, currently limited to solar products, is covered, with speculation on its future expansion to vehicles. The transcript also touches on LG's significant investment in a US cathode factory to meet IRA requirements, and the surprising analyst sentiment shift, with median price targets significantly above the current stock price. A brief mention of the Model Y Performance receiving Track Mode and a comparison of hypercar EVs like the Battista to the anticipated Tesla Roadster are included. The video concludes by emphasizing North America's critical deficit in cathode and anode production capacity compared to China, underscoring the importance of domestic supply chains. less

Tesla Changes HW 4.0 Last Minute / Q4 Surprise Incoming / Tesla & Apple Music

This episode of Electrified delves into several key Tesla developments. The most anticipated news is the potential integration of Apple Music into the... more Tesla UI, a move that could significantly enhance the in-car audio experience for many users, especially with spatial audio and Dolby Atmos support. The video also provides a crucial update on Tesla's Hardware 4.0 for FSD, revealing a shift from Samsung to TSMC for manufacturing, utilizing more advanced 4-5 nanometer technology. This change is expected to boost processing power and efficiency, though potential reliability questions with the smaller transistors are noted. Other topics include Tesla's hiring for its new lithium refinery, Elon Musk's pay package trial conclusion, minor vehicle recalls fixed via OTA updates, and the upcoming wide release of FSD version 11. The Cybertruck's steel source and Domino's electrification of its delivery fleet are also briefly covered. The review concludes with an analysis of Tesla's stock performance, suggesting it may be undervalued compared to peers despite potential short-term volatility. less

TSLA Stock Historically Cheap / VW Is Drowning / The Only 4 Models Tesla Argument

This video provides a comprehensive market and financial analysis, focusing heavily on Tesla's stock performance and strategic positioning. The h... moreost argues that TSLA stock is historically undervalued, citing strong revenue growth projections coupled with a lower forward price-to-earnings ratio compared to competitors. A key takeaway is the refutation of the 'Tesla can't compete with only four models' argument, with data showing Tesla generating more revenue in California than Toyota's entire brand lineup. The video also touches on Elon Musk's continued involvement with Twitter, potential succession planning for Tesla, and Italy's interest in attracting Musk's investment. Global EV market growth is highlighted, with a significant increase in market share for plug-in vehicles. Conversely, Volkswagen's EV ambitions appear to be faltering, with project delays and potential factory cancellations, contrasting sharply with Tesla's progress. The discussion extends to Tesla's planned lithium refinery in North America and Albemarle's efforts to boost US lithium production, aiming to reduce reliance on China. Finally, the video briefly covers the Fisker Ocean's production start, GM's investor day, and an Italian solar manufacturer's US expansion plans, concluding with a note on potential further interest rate hikes by the Fed. less

A Great Day for America and EVs / China Wait Times / Safety Score V1.2

The host provides a comprehensive overview of recent developments impacting Tesla and the broader EV market. Key highlights include the significant US... more-based battery component production deal between Redwood Materials and Panasonic, positioning the US for EV tax credits and bolstering domestic supply chains. The video also addresses fluctuating Tesla wait times in China, attributing them to strategic market adjustments rather than a demand cliff. A notable segment covers Elon Musk's ongoing court case regarding his 2018 pay package, with testimony emphasizing focus on targets over hours worked. Worker allegations at Giga Texas are discussed, with the host suggesting primary responsibility lies with contracting companies. Positive commentary from Charlie Munger praises Tesla's achievements as a 'minor miracle.' The review also touches on Morgan Stanley's cautious EPS outlook for Tesla, the downward trend in Producer Price Index, and the persistent rise in lithium prices. Finally, updates on Tesla's Safety Score v1.2 and the upcoming Semi delivery event are mentioned. less

Corruption at Its Finest / Tesla Challenges Court Ruling / Buc-ee's Contract / Tesla is Amazon

Tesla Solid State Battery? Tesla Battery Investor Day Preparation

Tesla Locks Superchargers / Elon Mocks GJ / Lucid in Free Fall

New Report: Major Tesla Breakthrough / Cybertruck Delivery Chatter / Huge US Lithium Discovery

Nikola Motor Company: The Untold Story

The Biggest Tesla News of the Year

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