TESLA ENTERING $18B CREDIT MARKET? TESLA SUSPENDS BITCOIN, MUSK ON FSD, APRIL CHINA SALES

EV Channels Review

This episode delves into several key Tesla-related news items. The discussion on China's April sales clarifies that the reported wholesale numbers likely included approximately 14,000 exported vehicles, with around 12,000 domestic sales, suggesting a production slowdown for the Model Y. The report on Tesla's potential entry into the US renewable credit market is explored, with the author estimating a potential annual revenue of $50-$100 million if approved, though acknowledging uncertainties. A significant portion addresses Elon Musk's announcement suspending Bitcoin as a payment method due to environmental concerns, highlighting the environmental impact of Bitcoin mining and hinting at exploration of less energy-intensive cryptocurrencies. Updates on FSD Beta V9, including the removal of radar and a potential wide beta release in one to two months, are provided, alongside the possibility of FSD subscriptions rolling out soon. Brief updates on Giga Berlin's production timeline, Waymo and Cruise's autonomous service applications in San Francisco, and Toyota's conservative 2030 EV strategy conclude the episode.