KARPATHY ON TESLA'S REAL ADVANTAGE / THE TSLA STOCK BOTTOM / FREMONT RENOVATIONS BEGIN

EV Channels Review

This video delves into several key aspects of Tesla and the broader EV market. A significant portion is dedicated to Andrej Karpathy's insights on Tesla's AI advantage, emphasizing the importance of a 'data engine' (vehicles, FSD computer, software) for rapid iteration and competitive edge in FSD development. The review also touches on the rising battery pack costs in 2022 due to material costs, with a projection for prices to fall again by 2024, and the potential cost of a Tesla Semi battery pack. Updates on the 'Project Highland' Model 3 refresh are confirmed, with Shanghai engineers assisting in Fremont and facility modifications underway for body fitting and repair. The video also analyzes Tesla's stock potential, using historical yield curve data to suggest a potential bottom in 2023 or later, coinciding with a declared recession. Finally, it notes the increasing number of Ford dealerships opting into EV certification and Apple scaling back its autonomous driving plans.