MUSK LIKES $4,600 TSLA PRICE TARGET, TALKS EXTREME SCALE & TESLA AI

EV Channels Review

This episode of Tesla Daily provides a comprehensive update on recent Tesla news and interviews with Elon Musk. The host highlights key discussions from Musk's appearances at Giga Texas and the TED conference, focusing on ambitious battery production targets for Giga Texas (exceeding 100 GWh annually within a few years) and clarifying Musk's 30 TWh installed capacity goal as distinct from annual production. Progress on Full Self-Driving (FSD) beta, with over 100,000 users, and the development of AI and the Tesla Bot are also covered. The review touches on Musk's perspective on the SEC's "funding secured" saga and his vision for SpaceX and Neuralink. Significant factory updates include reports on Giga Shanghai's production restart under a closed-loop system and Giga Berlin's ramp-up to 350 Model Ys weekly, targeting 1,000 by month's end. The episode also discusses ARK Invest's $4,600 price target for TSLA by 2026, with the host expressing skepticism about the model's assumptions. Finally, the removal of the mobile connector as standard equipment is debated, with the host agreeing with Tesla's intent to reduce waste despite acknowledging implementation shortcomings.