CEO DRAMA, TESLA SALES AND PRODUCTION, FSD 11.4.1, SHAREHOLDER MEETING

EV Channels Review

The Tesla Daily podcast returns with a comprehensive update covering a dramatic week for the company. Key discussions include Elon Musk's appointment of a new Twitter CEO, Linda Yaccarino, which is seen as a positive step allowing Musk to refocus on Tesla. The episode details recent price increases for the Model Y and Model S/X, alongside rising wait times for the Model Y, indicating strong demand. Conversely, the right-hand drive Model S and X have been canceled, with affected customers offered discounts to switch to Model 3 or Y. Production milestones are highlighted, including Giga Texas hitting 5,000 Model Ys in a week and progress on the lithium refinery. FSD Beta 11.4.1 is rolling out, with an emphasis on safety and smoothness, and a free trial is planned once FSD is "super smooth." Rumors of "Project Highland" (a Model 3 refresh) at Gigafactory Shanghai are also discussed. Overall, the podcast provides a detailed look at Tesla's operational and strategic developments.