TESLA PLAID PLUS CANCELLED, PRESIDENT JEROME GUILLEN DEPARTS, ANONYMOUS MESSAGE TO ELON MUSK

EV Channels Review

The Tesla Daily podcast discusses the surprising cancellation of the Plaid+ Model S, just days before its delivery event. While Tesla claims the standard Plaid is sufficient, the cancellation raises questions about the 4680 battery cell development and its timeline. The reviewer leans towards a business decision driven by the minimal differentiation and potential customer confusion between the Plaid and Plaid+ rather than a 4680 production issue. Despite the Plaid+ cancellation, there's optimism that the standard Plaid's range might exceed the announced 390 miles. The episode also covers the departure of Jerome Guillen, Tesla's President of Heavy Trucking, and speculates on potential implications. Additionally, insights into the Tesla app's upcoming insurance features, including a safety rating system based on driving telemetry, and the potential for FSD subscriptions are shared. Updates on Gigafactory Berlin's equipment installation and Gigafactory New York's employment status round out the discussion.