- 69 Shades of Tesla
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- 🚀 Proactive leaders at Tesla
🚀 Proactive leaders at Tesla
Plus: Roaring Ferrari, China price hike, Jim Farley on Elon and more
Hey S3XY 🧤, Famous Youtuber “Marques Brownlee“ yesterday uploaded the review of CyberTruck after using it for few weeks and he mentioned poor driver door fit (huge panel gap) issue, which attracted whole lot of attention as it should but see what happens next.
That issue spread like a wildfire among Elon fanboys and made its way to Elon’s “X” feed quickly. Elon responded proactively saying that it isn’t door fit issue and gave reasoning behind its occurrence in some vehicles. Furthermore he said that it has already been addressed in production.
Take a cue from that as we continue to witness such instances wherein Elon himself or most folks at top leadership happens to take direct feedback from customers in real time and fixing/improvising at a speed of thought.
And some other highlights from today’s letter 📨:
Tesla hires new expert.
FSD v12.3.1 by weekend.
Shell’s transformation.
Stellantis new investment.
Let’s take a dive..👇🏻

$TSLA CHART
MARKET CAP 🤑 | 545.62 B |
---|---|
AVG VOL(30D) | 100.12 M |
VOLUME | 77.27 M |

TESLA BULLETS
Panel gaps: To those who have been concerned about front door panel gap after seeing yesterday’s MKBHD CyberTruck video; here is Elon’s explanation to that.
China numbers: Of those 12K registrations in China last week, 9405 were Model Y and rest Model 3.
Price hike: Tesla could hike the price of Model Y in China from April 1 by upto 5K Yuan.
Team: Tesla hires new manufacturing expert to help them ramp up battey production at Giga Texas.
Autonomy: Wider release of FSD v12.3.1 should start rolling out this weekend.
Adoption: Some of ChargePoint’s EV charger models can now support Tesla’s North American Charging Standard (NACS) connector cables.
Share: Tesla superchargers in China now open to Polestar.
Theft: Two men arrested for potential sale of proprietary Tesla trade secrets.

WHISPERS
Did Nvidia just fired Elon’s bush?
Interesting times ahead.
.@ChrisCamillo has heard from his sources that @elonmusk, very recently, has 'become much more involved with the Optimus program, and he is laser focused on Optimus.' twitter.com/i/web/status/1…
— Tesla Bot Journal (@TeslaBotJournal)
8:14 PM • Mar 19, 2024
FSD rumour mill is up and running very swiftly.
As a big fan of Tesla and Elon Musk, and an individual who wants to see FSD's success more than anyone, I want to avoid any misunderstandings that may arise from my personal comments.
The view that FSD will have robo-taxi equivalent capabilities by June or July is the personal… twitter.com/i/web/status/1…
— Joonsung Kim (@KimJoonSung)
1:08 AM • Mar 20, 2024
Often overlooked Tesla’s Energy business.
I have to admit my skepticism years ago when @elonmusk said that the @teslaenergy business might eventually be bigger than the @Tesla vehicle business.
As battery costs come down and electricity system operators understand the grid benefits (distribution and transmission),… twitter.com/i/web/status/1…
— Rohan Patel (@rohanspatel)
12:49 PM • Mar 19, 2024
Jim Farley of Ford talks about Elon and how supercharger deal closed.
Ford CEO Jim Farley on adopting @Tesla's NACS: "Our first charge percent was not competitive with Tesla. It became pretty clear that we could continue to be arrogant; or we could call them and say we really want to do this; I then personally reached out to @elonmusk."
via… twitter.com/i/web/status/1…
— Sawyer Merritt (@SawyerMerritt)
3:47 AM • Mar 20, 2024
Time capsule: Impact of robotaxis over used Teslas.
How much is a used Tesla worth on Day 1 of a robotaxi network?
More than you might realize...
Once a robotaxi network is up and running, a used Tesla - one without purchased FSD - goes from being a depreciation machine to a money printing machine.This means that the value… twitter.com/i/web/status/1…
— Cern Basher (@CernBasher)
5:08 PM • Mar 19, 2024

INDUSTRY FILES
Sound: Unlike silent Teslas, Ferrari EV would roar.
Price wars: Xiaomi might launch SU7 for as low as $37K amid fierce price war in China.
Autonomy: Volkswagen and Mobileye deepens relationship to accelerate development of automated driving functions.
Autonomy backsteps: Stellantis invests in developer of new generation LiDAR sensing technology.
Growing dominance: BYD to begin EV production in Indonesia by 2026.
Oil to electricity: Shell looking to close/transform 1000+ locations as it pivots towards deployment of EV charging stations.
Free trade: CEO of Renault called on Tuesday for a European "Marshall Plan" to accelerate the adoption of electric vehicles.
Mingle: VinFast ties up with Jospong Group to introduce EVs in West African market.
Competition: Xpeng’s soft guidance for Q1 of current fiscal suggests cut throat competition in Chinese EV market.
Meet up: BYD chairman meets with Apple CEO Tim Cook.

QUIZ TIME

Who Elon Musk succeeded as CEO of Tesla in year 2008? 🧐
Ze’ev Drori
Martin Eberhard
Michael Marks
Marc Tarpenning
Click here 🙋🏻 to know the answer.

BEFORE YOU GO
🕵🏻♂️ This day in history: In year 1854, Republican Party founded, it’s brief history here.
😑 Cool: A website that churns out quotes based on your mood.
🍅 Cute: When tomatoes decide to throw up costume party.
💉 Concerning: Drug overdose deaths are on rise.
🤔 That’s thoughtful: The real test is not whether you avoid this failure, because you won’t. It’s whether you let it harden or shame you into inaction, or whether you learn from it; whether you choose to persevere. ~ Barack Obama
Listen here his most famous “Yes we can“ speech.

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