ELECTREK PODCAST: TESLA'S Q4 DELIVERY NUMBERS, TSLA STOCK, GIGAFACTORY 3, AND MORE

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The Electrek Podcast covers Tesla's strong Q4 2019 delivery numbers, exceeding expectations with 112,000 vehicles delivered, which helps Tesla meet its lower-end annual guidance. The discussion highlights the upcoming Model Y ramp-up, with production expected to reach volume (1,000 units/week) by mid-2020, though the exact timeline remains uncertain. The podcast also touches on the price reduction of the made-in-China Model 3, making it more competitive locally. A significant portion is dedicated to Tesla's battery supply strategy, exploring Panasonic's increased capacity at Gigafactory 1, potential deals with LG Chem and CATL in China, and the possibility of Tesla developing its own battery cells. The expansion of the Supercharger network, particularly the deployment of V3 chargers and ambitious plans for North America and Europe, is also detailed. Finally, the episode briefly discusses TSLA stock performance amidst geopolitical tensions and Elon Musk's advice to employees to focus on execution rather than the stock price.