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How Will Tesla's Robotaxi Business Model Work, Exactly?
          
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      Canada slashes Model Y prices - SAME PRICE as Model 3!
          
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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
          
        
        
      Tesla Q4 Battery Updates // Production Dip and Rumors
          
            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
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*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
          
        
        
      2024 Tesla Model 3 Refresh: The Perfect Starter EV!
          
            The new Tesla Model 3 is really really good.
          
        
        
      Dan Ives Leaves Entire CNBC Panel SPEECHLESS about Tesla
          
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