PODCAST: ELECTREK'S YEAR IN REVIEW AND LOOK AT 2023

EV Channels Review

This podcast episode provides a comprehensive year-in-review for the EV market in 2022, with a forward look to 2023. Key discussions include Tesla's 4680 battery cell production progress, noting it's now sufficient for about 1,000 cars weekly, though still not high volume. The hosts also cover Tesla's limited-time $7,500 discount on Model S and X, highlighting it as a demand-driven move to clear inventory before the quarter's end. A significant portion is dedicated to Tesla's Full Self-Driving (FSD) package, with confirmation of 285,000 buyers in North America, raising questions about its value and Tesla's potential liability. The complexities of the US federal tax credit eligibility, particularly for the Model Y's trim and weight classifications, are analyzed, with confusion surrounding the IRS's criteria. Finally, the episode touches on Elon Musk's end-of-quarter push, his comments on the stock market, and the broader implications for employee compensation and morale. The discussion also critiques Musk's perceived shift away from Tesla's core mission and the lack of board oversight, contrasting it with emerging vehicle-to-load (V2L) capabilities in competitors like the Ford F-150.