TESLA 4680 PRODUCTION UPDATE, SHANGHAI LIMITING CAPACITY, TESLA'S FASTEST GROWING BUSINESS

EV Channels Review

This episode of Electrified provides a comprehensive update on Tesla's operational and production developments. Key highlights include a detailed look at the 4680 battery cell production progress at both the Kato Road pilot line and Giga Texas, with the latter showing significant ramp-up from zero to 10,000 cells per day in a single quarter. The report also touches upon Tesla's fastest-growing business vertical: its used car sales, which are noted to be larger than some publicly traded competitors. Concerns regarding Giga Shanghai operating at reduced capacity are addressed, with speculation leaning towards supply chain issues rather than demand problems, especially given strong European demand. Additionally, the video covers the DOT's approval for all 50 states to receive federal funding for EV charger rollout, outlining guidelines for DC fast charger installation. Other segments discuss potential FSD Beta queue issues, a teaser for AI Day, and commentary on Toyota's perceived slow EV transition. Overall, the episode offers valuable insights into Tesla's expanding operations and the broader EV market landscape.