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Thanks for listening! Subscribe to the channel. Show your support and get access to perks: https://www.youtube.com/channel/UCe_HuQyI2_vluXeXuUzMfxg/join Follow me on X: https://twitter.com/jcubhilton Subscribe to Farzad on Youtube: https://www.youtube.com/@UCgbyN_o-Guwpyqfuuz3pyIw

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You can support even better content creation at https://www.Patreon.com/GlossyNews, by becoming a YouTube channel member here: https://www.youtube.com/@MyTeslaWeekend/join, or subscribing on X.com here: https://www.Twitter.com/4kPodcast. Different methods offer different benefits like early access, bonus content, and less (maybe even no?) ads. Use the Tesla referral code from my content partner and channel producer Jeff and get some fine bonuses! http://ts.la/jeffrey6123 Thanks for your support! Big price cuts in Canada really do make sense, and not just because it makes the Model Y eligible for additional buyer rebates. The US has TWO factories that produce Model Y, but Canada has access to THREE. Yes, you can get a Shanghai Model Y. They have access to more supply, and that reduces COGS, making it make even more sense. #Tesla #TSLA #EVs #canada

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In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive. I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China. 'Tesla Cybertruck deliveries hostage to battery production hell' https://twitter.com/LimitingThe/status/1737918494706954390 Joe Tegtmeyer 4680 Updates: https://twitter.com/LimitingThe/status/1742726520303415632 Weibo Rumor- Tesla Importing Cathode Rolls: https://twitter.com/LimitingThe/status/1748012290320794068 Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005 Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction 00:54 The Reuters Article 03:05 Line 1 Swapped to the Generation 2 Cell 05:08 Production vs Assembly 08:33 Implications for the 4680 Ramp 10:42 Elon Confirms Tesla’s Cell Suppliers 12:38 Joe Tegtmeyer’s Rumor // Cell Improvements 13:48 Weibo Rumor // Cathode Rolls from China 15:16 Summary Intro Music by Dyalla: Homer Said

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The new Tesla Model 3 is really really good.

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Tesla -

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