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- 🚀 Rivian coming for Tesla? Think again
🚀 Rivian coming for Tesla? Think again
Plus: Tesla loading bitcoin, losses at Giga Berlin, Polestar joining Tesla and more
Hey S3XY 🧤, Year is 2026 and Model Y is ‘Junipered‘ (refreshed) and due to major upgrade again in a year or so. We have seen demo of Model 3 Refresh, how hundreds of tiny (not so) enhancements improved a car in a big way. Will R2 be able to catch up technologically with any of Tesla vehicle, specifically Model Y of 2026-27, we doubt so.
Another big question, will Rivian be around in 2026 to launch those vehicles, we hope so. Their cars are good but balance sheet is sh*t. And R3 announcement looks like an direct attempt to revive that BS so as to find some kind of “oil money“ like Lucid did.
And some other highlights from today’s letter 📨:
Tesla won over battery range case.
Trump’s take on EVs.
Volkswagen supports Tesla in FCAI row.
Nio expands its autonomous dreams.
Let’s take a dive..👇🏻

$TSLA CHART
MARKET CAP 🤑 | 568.96 B |
---|---|
AVG VOL(30D) | 107.00 M |
VOLUME | 102.13 M |

TESLA BULLETS
Sorry union: Giga Berlin has won the dispute over Works Council Elections, despite the opposition of IG Metall.
Cryptomania: Tesla is rumored to have bought more bitcoins in current quarter.
Leaders at work: See Tesla duo Franz and Lars talk about new Model 3.
Stronger: Tesla gathering employees, families, owners, locals and everybody at Giga Berlin today to put a show of strength, mission and togetherness against corruption, crime, injustice and sick mindset.
Timing: If you are one of those who are waiting for right time to invest in TSLA, read this.
Open case: The public prosecutor's office in the eastern German city of Frankfurt an der Oder has opened a probe into a recent attack on the power grid supplying energy to Tesla's Gigafactory against protesters.
Losses: Tesla could lose about $1 billion due to Giga Berlin closure. Though important to note that since Berlin has not been running on full capacity, these losses(reported in mainstream media) doesn’t suggest absolute losses, as piled up demand would eventually be fulfilled.
Lawsuit: Tesla drivers lose US class action bid in battery range cases.

WHISPERS
Watch Rivian CEO R.J. Scaringe walking around newly launched vehicles with Marques Brownlee.
This candidate got some serious issues with EVs in general, and other old dude having some serious issues with himself; third option?
“Thousands of electric cars are piling up on car lots all unsold” - Donald J. Trump
SOURCE: Donaldjtrump.com
— Miss Jillybean (@MissJilianne)
4:24 AM • Mar 8, 2024
Listen to these two gentlemen talk about Tesla AI and Delaware case.
Shots fired from AK47 over Cybertruck, and yes it is bulletproof indeed.
Took an AK47 to the Tesla cybertruck. It is in fact bulletproof @elonmusk did not lie. This truck is an absolute tank @Tesla t
— jake (@jake_rosenbauer)
6:59 PM • Mar 7, 2024
Tesla released a video of their UK delivery and service centre.
Tesla has released a video of their large Midlands (UK) delivery center.
Source: linkedin.com/feed/update/ur…
— Sawyer Merritt (@SawyerMerritt)
10:41 PM • Mar 7, 2024

INDUSTRY FILES
FCAI: Polestar joined Tesla in quitting the Federal Chamber of Automotive Industries, Australia.
Cost cutting: Rivian delays production of their Georgia factory in order to save upwards of $2 billion.
Launch: Peugeot to launch e-3008 to rival Tesla Model Y in Australia this year.
Standby Tesla: Volkswagen also exploring its options after Tesla and Polestar leaves FCAI.
Expansion: Panasonic to pump additional investment is Kansas to produce 4680.
Autonomy: Nio expands coverage of its Advanced Driver Assistance System (NOP+) to 726 cities.
Orders: Volkswagen has begun pre selling its tourer ID.7.
Cheap EVs: Within just three years, EVs will cost less to produce than gas cars.

QUIZ TIME

Who among these automotive giant currently owns sizable stake in Volvo cars? 🧐
BYD
Ford
Stellantis
Geely
Click here 🙋🏻 to know the answer.

BEFORE YOU GO
🕵🏻♂️ This day in history: In year 2014, Malaysia Airlines Flight 370, carrying 227 passengers and 12 crew members disappears. Most of the plane, and everyone on board, are never seen again.
⛷️ Beautiful: When sun meets snow, its magic.
🦛 Savage: That’s how I want to walk in my life.
🐶 Aww: This doggie got some skills.
🤔 That’s thoughtful: Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don't quit. ~ Conrad Hilton
Witness his amazing life journey here.

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