SOURCES: TESLA'S HOLY GRAIL - CAN ELON SOLVE IT IN TIME? SHANGHAI'S HUGE SEPTEMBER GOAL

EV Channels Review

This video provides a comprehensive overview of recent developments in the EV market, with a strong focus on Tesla. Key takeaways include Tesla's strong September delivery expectations in Shanghai, exceeding previous records and outperforming other Chinese EV makers. In the US, Tesla continues to dominate the EV market share and is making inroads into the overall auto market. The video highlights the rapid, and often underestimated, pace of EV adoption globally, citing BCG projections. Significant updates are provided on Tesla's FSD Beta, with positive user feedback on recent versions and a potential wide release by year-end. The much-anticipated 4680 battery production challenges are discussed in detail, with experts suggesting full implementation of the dry coating electrode (DBE) process, crucial for cost reduction, may not occur until 2023. Despite these hurdles, Tesla has already achieved partial cost savings with the larger 4680 cells. The review also touches on Tesla's potential to sell Powerwalls independently and the political weaponization of EVs. Other industry news includes updates on GM's dealer buyouts, Honda's battery material partnerships, Porsche's IPO plans, Starlink deployment, Polestar's growth, Lucid's new metal roof option, and Aurora's potential sale.