ELON HAS BEEN WARNING US OF THIS MOMENT FOR YEARS / TESLA AND UBER / TESLA SEMI LOSING ORDERS

EV Channels Review

The video discusses several key developments impacting Tesla and the broader EV market. A significant portion focuses on the Tesla Semi's order delays, with Pepsi reporting only 36 of 100 ordered trucks received, and other major clients like UPS and Walmart reportedly turning to Daimler's Freightliner. The host expresses frustration over the lack of communication regarding the Semi program's delays, highlighting that production facilities are not yet built and volume production by late 2024 seems unlikely. The review also touches on Tesla's new food ordering integration via 'Just Eat Takeaway' in the UK, the voluntary recall of over 3,800 Cybertrucks due to an accelerator pedal issue, and potential integration of Uber into Tesla's entertainment system. A major concern raised is the upcoming shareholder vote on Elon Musk's 2018 compensation package, with the host arguing that a failure to approve it could have significant negative short-term and long-term consequences for Tesla and Musk's involvement, especially given the increased influence of passive index funds and shareholder advisory services like ISS and Glass Lewis.