TESLA EXTENDS DELIVERY TIMELINES IN CHINA + TESLA DAILY TURNS 4

EV Channels Review

This episode of Tesla Daily provides a concise update on several key Tesla-related topics. The primary focus is on extended delivery timelines in China for both the Model 3 and Model Y, with wait times increasing across Standard Range, Performance, and Long Range trims. The reviewer notes this is partly driven by increased exports and sees it as a positive sign of production catching up. Other significant updates include a report on the 4680 battery cell yield, estimated at 70-80%, indicating room for improvement but progress towards scalability. Elon Musk's comments on LFP batteries suggest a preference for them due to less degradation from 100% charging, though the reviewer personally leans towards nickel packs. Non-Tesla news covers Rivian's high-valuation IPO filing and Waymo's decision to cease selling its lidar sensors. The episode also marks the 4th anniversary of Tesla Daily, with the host reflecting on the channel's growth and future plans.