TESLA MARKET SHARE SKYROCKETING / TESLA ANNOUNCEMENT COMING / TESLA ENGINEER ON OPTIMUS

EV Channels Review

The video provides a comprehensive update on Tesla's Q4 2023 performance, highlighting record-breaking deliveries that surpassed Wall Street expectations. The host emphasizes Tesla's consistent achievement of its 50% annual growth target over a multi-year horizon, rather than strict year-over-year adherence. Key vehicle updates include the Cybertruck's public reception, ease of wrapping, and potential police fleet adoption, alongside early impressions of FSD 12.1 showing improved natural driving behavior and resolution of 'neighborhood laneness'. A significant point is the updated IRA tax credit guidance, which now excludes Model 3 RWD and Long Range, while the Performance trim qualifies for the full $7,500. The host speculates Tesla will find a way to make all Model 3 variants eligible. The video also touches on Tesla's energy division's strong performance and growth, and addresses the BYD sales figures, contextualizing them by average selling price differences. Finally, Elon Musk reiterates his prediction of Tesla's long-term value potentially exceeding Apple and Saudi Aramco combined.