TESLA STOCK DECLARED "MUST OWN" / ELON ON LICENSING FSD / TESLA'S NEW BOTTLENECK

EV Channels Review

This episode of Electrified delves into Tesla's ambitious AI chip development, highlighting Elon Musk's goal of releasing a new chip design every 12 months. However, the discussion pivots to a significant industry bottleneck: ASML's limited EUV lithography machine production, which could impede Tesla's scaling plans. The review also covers the slow progress of FSD Supervised rollout in Europe, contrasting Tesla's optimistic timelines with the cautious stance of regulatory bodies like the RDW, suggesting potential geopolitical and anti-Elon sentiments are at play. On a positive note, an analyst declares Tesla stock a "must own," emphasizing the company's widening lead in autonomy over legacy automakers who are struggling to adapt. The FSD Beta continues its expansion to South Korea, while ongoing issues with routing and parking in recent software versions are noted, with map data accuracy identified as a key area for improvement.