🚀 High time Tesla "unveils" something

Hey S3XY 🧤, New note by Adam Jonas suggests that broadly 80% of US automotive market (even more outside US) is left out unserved by Tesla due to lack of product offerings. Things sure does move fast at Tesla but given competition in EVs and back to back launches by Chinese rivals especially BYD, Tesla needs to up their game on this front before it gets too late.
We literally lost count of BYD refreshing up their lineup since last two months and their pace of expansion plans in other countries outside China to set up manufacturing facilities is next level.
Now that “Operation vacation“ is rolling, it’s time for Tesla to set sights on producing 20M vehicles ASAP and fill in the vacuum.

And some other highlights from today’s letter 📨:

• Unreal FSD fail.

• Cheap bots are coming.

• Electric Toyota Hilux.

• Renault’s battery play.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

Need of an hour: Does Adam Jonas of Morgan Stanley hinting here that we might soon see “Tesla Van” along with low cost “Model 2”.

Indispensable China: Tesla VP Tao Lin on importance of “Tesla China” in recent interview.

Ouch: FSD v12.3 fails to detect fairly large boxes on its way and hit those; even worse, older v11.4 did handled those boxes well.

What’s cooking? Tesla and Mexico rumored to stuck over type of chargers to be used at charging stations.

Exploring: Tesla advertisement on home page of cars.com, looks like it isn’t restricting itself to big social platforms. Would we also see Tesla ads in mainstream media or big events going forward?

Wider reach: FSD v12.3.1 starts rolling out in Canada.

Auto show: Tesla to take part in Poland’s ‘Poznań Auto Show’.

Luring: Italian listened to Elon at Giga Berlin about two weeks ago, when he mentioned that 'Producing the Semi truck in Berlin for the European market makes sense'. Now, they are striving to persuade Elon to consider Italy instead of Berlin given expansion blockades there.

WHISPERS

There are levels to visualising the future and ‘Elon & team’ is right at top most quadrant of that graph thereby all these unbelievable innovations look so obvious to us now.

Per Elon, humanoid robots would cost less than 25K over long term.
Talk about practicality.

How FSD reacts to real life scenario of humans popping out of nowhere.

Elon responds to “Tesla should advertise more”.
Expect more ads from Tesla going forward.

Just another day of Tesla avoiding collision that human driver might not have.

INDUSTRY FILES

Mingle: Nio and Geely comes together to use one another’s charging infrastructure to expand the reach.

Market share: China made Electric Vehicles could make upto 25% of all EVs sold in Europe this year.

Explorer: This woman explored six continents in 6 months, all 18.6K miles in a Electric Vehicle. Range and charging anxiety anyone?

Battery tech: CATL chief thinks that Solid State Batteries are still far away.

Unnecessary: Driverless drift by Geely, and we thought “drifting” was meant for human pleasure!

E-pickups: Toyota Hilux electric version to come out by next year.

Report: This JD Power study suggests that tires on EVs wear out faster.

Vertical integration: Renault to soon recycle used electric vehicle battery metals.

Dominance: Not only auto companies, even Chinese battery manufacturers are looking to set up plants overseas.

Late: Genesis unveils its first range of full sized all electric concept cars.

THAT’S THOUGHTFUL

Jason’s latest interview where he talks about creating Slack competitor, selling business to Jeff Bezos, where he invests his enormous cash pile and more.
👇🏻

SHARE 69 SHADES OF TESLA

Honey, I am smelling some possessive bitch vibes here. 🤣 Come on…share me with your friends and spread some love along the way…🫶🏻

You currently have {{rp_num_referrals}} referrals; only {{rp_num_referrals_until_next_milestone}} away from helping us plant {{rp_next_milestone_name}} on your behalf and building a better planet 🌎 for generations to come.

Or simply copy and paste this custom referral link to your friends:
{{rp_refer_url}}

ALL ABOUT STARS

Wanna speak your heart out? 👉🏻 Click here

Disclaimer: Not Financial Advice The information provided in this publication is intended for informational and educational purposes only. It is not intended to be, and should not be construed as, financial advice or a recommendation to buy, sell, or hold any specific stock or investment. We are not financial advisors, and the content provided here does not take into account your individual financial situation, risk tolerance, or investment goals. The stock-specific information presented in this publication is based on publicly available data and research, but it may not be up-to-date, complete, or accurate. While we may hold some of the stocks mentioned in our own portfolios, our opinions and views are not endorsements, and we do not have a financial interest in promoting any specific stock or investment. Investing in stocks involves a high degree of risk, and past performance is not indicative of future results. You should always conduct your own research, consult with a qualified financial advisor, and consider your unique financial circumstances before making any investment decisions. The opinions and views expressed in this publication are those of the author(s) and may not reflect the views of all contributors or the organization. We do not endorse or promote any specific stock or investment. You are solely responsible for your investment decisions, and you should carefully consider all available information, including potential risks, before making any financial commitments. We disclaim any liability for losses or damages resulting from reliance on the information presented in this publication. Please consult with a qualified financial professional before making any investment decisions.

If this email is forwarded, SUBSCRIBE HERE