TESLA'S UPCOMING HISTORIC VALUE INCREASE / NEW TESLA ENERGY PRODUCTS / FSD TAKE RATE

EV Channels Review

This episode of Electrified delves into several key Tesla developments, including the expansion of Supercharger coverage to all 50 US states and potential improvements to the mobile app for trip planning. The discussion touches on the technical differences between Generation 2 and 3 Wall Chargers, highlighting a smaller cable for reduced current in the latter. A significant portion is dedicated to the Full Self-Driving (FSD) system, noting the upcoming price increase to $12,000 and a projected rise in the monthly subscription cost upon wide release. The video presents data indicating a declining FSD take rate since 2019, acknowledging customer dissatisfaction with delayed features. However, it frames the FSD purchase as a 'futures bet,' with potential for substantial value increase if full autonomy is achieved. The review also covers Tesla's strong delivery performance, potential to outsell BMW in the US for 2021, and the strategic advantage of its vertical integration in navigating supply chain challenges. Finally, it highlights Tesla Energy's growth, particularly the expansion of Megapack production, and anticipates the start of Model Y production at the Giga Austin factory within the next 7-10 days.