TESLA LOSES HUGE CUSTOMER | IT'S GREAT FOR US

EV Channels Review

The video discusses significant shifts in Tesla's market position, particularly concerning fleet sales and customer incentives. Hertz is reportedly scaling back its Tesla fleet due to depreciation concerns and fluctuating prices, a sentiment echoed by other fleet customers like SAP, who cite unpredictable deliveries and pricing as major drawbacks. This highlights a growing frustration among large buyers. On the consumer side, Tesla is offering a limited-time incentive (until March 31st) to transfer Full Self-Driving (FSD) and free lifetime Supercharging to new vehicles, aiming to boost sales amidst potential Model Y refresh anticipation and the new Model 3's arrival. The reviewer notes this is a positive for consumers but questions Tesla's repeated 'one-time' offers. The upcoming Rivian R2 is presented as a strong competitor to the Model Y, with a rumored $40,000 starting price. Price adjustments are also noted, with significant cuts for the Model Y in Canada, while the US Model 3 sees a price increase. Finally, a minor software recall for font sizes is discussed, with the reviewer suggesting a need for a separate classification for minor over-the-air fixes to preserve the meaning of 'recall'.