TESLA FINALLY TESTING FASTER CHARGING / ELON'S COMP PLAN UPDATE / TESLA'S DESIRABILITY

EV Channels Review

This episode of Electrified delves into several key developments within the EV and Tesla ecosystem. A significant portion is dedicated to Tesla's faster charging trials, specifically noting Cybertruck achieving over 323 kW at V4 Supercharger sites utilizing V3 cabinets. This suggests potential for higher amperage charging on existing hardware, though it remains a trial. The review also touches on the broader EV market, with analyst predictions of price parity with ICE vehicles by 2025-2026, driven by falling battery costs, though current EV transaction prices remain higher. Elon Musk's comments on the 'dumping' of EVs by legacy automakers and rental companies are highlighted as a temporary market issue. The episode also covers Tesla's substantial investment in compute power with its 'Cortex' cluster at Gigafactory Texas, crucial for FSD and Optimus development. On the downside, Morgan Stanley's survey indicates a declining desirability trend for Tesla among interns, dropping to 11% from 30% in 2021, with a preference for ICE vehicles over EVs noted. The video concludes with updates on Mercedes' Level 4 autonomous driving tests in Beijing and Tesla's potential FSD approval in China, alongside regulatory hurdles for data centers and chip sourcing.