GOVERNMENT VS. TESLA AND EVERYONE / WALL STREET MODELS ROBOTAXIS / EV CHARGING BEING SOLVED

EV Channels Review

This episode of Electrified delves into a multifaceted landscape of Tesla news and industry developments. The host highlights Tesla's new pothole avoidance feature, noting its potential but cautioning against over-reliance. Significant attention is given to the upcoming Model 3 Performance, with details emerging from source code suggesting enhanced adaptive damping, a bespoke chassis, and a horsepower exceeding 500, though the 'Ludicrous' moniker appears to be replaced by 'Performance'. The review also scrutinizes Wall Street's evolving perspective on Tesla, particularly their increasing modeling of the robotaxi business, despite differing timelines and concerns over Elon Musk's compensation plan and AI strategy. On the infrastructure front, the video touches on reduced Supercharger rates for non-Tesla owners in Europe and a milestone for battery storage on the California grid. Government actions, including missed funding for Tesla's semi charging corridor in favor of hydrogen, and EPA emission rule lawsuits, are also discussed. Finally, the report touches on Redwood's battery recycling progress and the potential impact of a delayed Model 2 on Tesla's investment thesis.