TESLA: THE WRITING IS ALL OVER THE WALL

EV Channels Review

The video delves into two primary topics: Tesla's supply chain resilience concerning rare earth minerals and the evolving capabilities of Tesla's Full Self-Driving (FSD) software. Regarding rare earths, the analysis suggests that while China's export restrictions pose a potential short-term risk, Tesla's proactive move towards rare earth-free motors positions it favorably, minimizing material impact. The FSD discussion highlights a significant divergence in user experiences between FSD v12 (on Hardware 3) and v13 (on Hardware 4), with the latter showing substantial improvements. Anecdotal evidence and expert opinions point towards increasing confidence in FSD's near-term potential, with Elon Musk suggesting vehicles might drive themselves from the factory to customers this year. The Cybertruck's financial impact is deemed secondary to Tesla's overall stock performance, with a potential lower-priced variant anticipated. The review also touches upon the manipulation of sales data and the cost-effectiveness of Tesla police fleets.