🚀 Is $99 FSD coming?

Hey S3XY 🧤, Elon seems to be liking the idea of tweaking FSD subscription prices in a recent post by ‘X‘ user, wherein user is suggesting $99/month FSD price so as to increase take rates; Elon liked two different such posts.
If Tesla were to introduce reduced FSD pricing, now seems like a good idea given that free FSD trials are going on.
Though, $1200 odd bucks yearly for a technology which is broadly considered as ‘monopoly‘ seems cheap. Too cheap actually.
And some other highlights from today’s letter 📨:

• Sanctuary AI’s partnership.

• Volkswagen China investment plans.

• Model S Plaid seats.

• Tesla water bottle.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

Signal: Elon liked two different posts by ‘Troy Teslike’ and ‘Yashu Sharma’; both suggesting to lower FSD subscription price to $99/month in different posts. Is it coming?

Pumping out: Babe wake up, Adam Jonas dropped a new ‘TSLA’ note.

F1: Tesla has launched all-new Model S Plaid Sport Seats all over the world.

Copycats: Anyone can make Giga Presses and any OEM can buy them to make Giga Castings, where does Tesla’s advantage stand? Know here.

Variant: New Model Y variant, Long Range RWD launched in Europe starting ￡39990.

Regional performance: See Tesla sales breakup by region, every major region saw decline YoY.

Analyst call: Bank of America slashed its price target for Tesla stock to $220, representing a 21% decline from its prior price target of $280.

WHISPERS

8/8 predictions coming in hot.

Only time will tell.

Time to ditch that ‘Stanley’ from your life!

Inside look of Xiaomi SU7 factory.

Benjamin Bolte, an ex-Tesla employee is currently working to build open source humanoid robot.

INDUSTRY FILES

Handshake: Auto parts maker Magna to pilot Sanctuary AI’s humanoid robots for factory use.

Sales figures: Electric Vehicle sales by major automotive giants in Q1, 2024.

Autonomy: The National Transportation Safety Board has released the results of their preliminary investigation into a fatal crash involving a Ford Mustang Mach-E. The agency found that ‘BlueCruise’ was active before the crash.

Spy shots: For the first time a clear, camouflage-free image of the Nio sub brand Onvo L60 has appeared on social media.

Ouch: Polestar sales declined 40% YoY and 44% QoQ.

Expansion: Volkswagen Commits $2.7 Billion Investment in Chinese production facility.

No China: Joe Biden has been urged to ban imports of China made electric cars to the US.

Launch: BYD Fang Cheng Bao will hold its spring launch event on April 16, and the “Bao 8” could be one of the highlights of the event.

Threat: Morgan Stanley said the disruptive force of the Xiaomi EV is unfolding, with the first model, the SU7.

THAT’S THOUGHTFUL

When Rob was just a ‘boy‘.
👇🏻

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