MAJOR TESLA SUPPLY CHAIN NEWS PLUS TEXAS MODEL Y DELIVERIES BEGIN

EV Channels Review

This episode of Tesla Daily provides a comprehensive update on several key areas. The confirmation of BYD supplying batteries to Tesla, particularly their blade batteries, is a significant supply chain development, though not entirely new to avid listeners. The report highlights the commencement of customer deliveries for the Texas-made 4680 Model Y, noting its April production date and EPA-estimated range. A key point of discussion is the efficiency of these new 4680 vehicles, which appears to be on par with existing models, raising questions about potential software limitations or battery energy density. The potential expansion of 4680 Model Y orders beyond Texas is also noted as positive news. Furthermore, the episode details a multi-billion dollar contract with Samsung for higher-resolution camera modules, hinting at future advancements in Tesla's autonomous hardware. Updates on Tesla's Shanghai production exiting its closed-loop system and anticipation for May sales data from CPCA are also covered. Finally, the report touches on Twitter's plan to provide data to Musk and progress on Giga Press shipments, concluding with European Parliament's vote to support zero-emission road mobility by 2035.