🚀 "Unexpected" Tesla ads

Plus: B2B side of Tesla, Robotaxi implications, Xiaomi's big day and more

Author

69 Shades of Tesla
March 25, 2024

Hey S3XY 🧤, First they were reluctant, then they tried, now they are growing. Tesla’s awareness campaign which started with YouTube now expands to Meta’s Facebook.
It’s great to see quick adoption by Tesla and even better that Elon’s personal feud with Zuckerberg not coming in Tesla’s way of reaching wider set of potential customers.
And some other highlights from today’s letter 📨:

  • Tesla uses Apple’s playbook.

  • Potential of Tesla Energy.

  • CATL and Tesla handshake.

  • Chinese brands at Bangkok Motor Show.

Let’s take a dive..👇🏻

$TSLA CHART

MARKET CAP 🤑

544.06 B

AVG VOL(30D)

97.30 M

VOLUME

75.58 M

TESLA BULLETS

No ego: After YouTube, Tesla rejoins Facebook and begins advertising on the platform.

Numbers: Tesla China production numbers from Jan-Feb, 2024 stands at 146161, about 12% higher YoY.

B2B sales: Tesla V4 superchargers inside other EV charging stations.

Earnings: As we are approaching end of quarter, earning estimates have started rolling in. Here is detailed estimation of $.60 EPS for current quarter by “AJ”.

Buying the dip: Last Friday ARK loaded up some more TSLA.

Demand: Looks like Tesla Model 3 Refresh is getting good response in USA as est. delivery dates continues to push forward.

Feels familiar: Tesla is featuring chief designer in it’s latest ads, does it remind you of some other company’s playbook?

Wrap my truck: Tesla makes more CyberTruck wraps available at its website.

WHISPERS

Watch Tesla “autopark” in action.

The potential for Megapacks in growth markets.

Tesla Semi gearing up for production.

Implications of Robotaxi on TSLA.

See Tesla diner taking a shape.

INDUSTRY FILES

Updates: BYD’s streak of updating its models with lower prices continues with “Seal”.

Launch: Xiaomi gears up for big launch of SU7 today.

Variants: Xpeng launches new variant of P7i with discounts and all new scissor doors.

Settlement: Former Lordstown CEO and founder Stephen Burns settled with the SEC for just $175,000 on Friday, after overstating the level of demand for the company.

Domination: Bangkok Motor Show dominated by Chinese EV makers.

Faceoff: See how popular electric pickup trucks stack against each other.

Partnership: CATL and Tesla working together to bring in fast charging batteries.

THAT’S THOUGHTFUL
❝

If you don’t drive your business, you will be driven out of business.

B.C. Forbes

Old video of B.C. Forbes talking about stock market crash.
👇🏻

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