NEW CYBERTRUCK INTERIOR + BILLION DOLLAR REVENUE RECOGNITION?

EV Channels Review

This episode delves into new interior photos of the Tesla Cybertruck, revealing updates since its prototype stage. Key changes include a revised dashboard with a second screen (similar to Model S/X), a covered center console with likely wireless charging, and subtle seat piping. The exterior also shows updated door handles and a potentially smaller wiper. Beyond the Cybertruck, the FSD Beta program has seen significant expansion, potentially doubling its user base, which raises questions about Tesla's ability to recognize deferred revenue. The report also touches on broader market news, including Target's inventory adjustments, Elon Musk's financing hold on the Twitter deal, Tesla's pushback against a California lawsuit, updates on the IDRA Giga press, and challenges faced by Volkswagen's software development. Dealer markups on the Ford F-150 Lightning and a Starlink IPO update are also briefly covered.