🚀 Is Tesla heading towards monopoly?

Hey S3XY 🧤, Tesla’s vertical integration, vehicle lineup, outrageously capable CEO, the best balance sheet among peers, drive for innovation, peak efficiency, and biggest of all; its AI play in terms of robotics and autonomous driving can get it to become monopoly? Only time will tell.
And some other highlights from today’s letter 📨:

• FSD’s newer version continue to amaze people.

• Sentry mode upgrade on the way.

• Elon’s advice to Rivian.

• VinFast posted real bad results.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

In Texas we believe: Tesla deepening its presence in suburbs Kyle and Hutto of Austin to expand its battery vertical.

Encouraging: Yesterday was “Introduce a Girl to Engineering” day for Tesla. They welcomed over 700 middle school students across 25 Tesla sites.

Recall: Tesla to update 8700 cars in China over reverse camera image dysfunction.

Autonomy: Look how smoothly FSD avoids standing water. Don’t you dare sleep on FSD and start including it into your valuation model if you haven’t done that already.

Autonomy²: FSD bull again, it’s better and significantly faster at making judgemental choices.

Price hike: Tesla increased price of model 3 long range in the USA by $250.

Efficiency: Sentry mode power consumption to get better by Q2 says Drew Baglino, SVP - Powertrain & Energy Engineering.

Growing: Tesla is expanding it’s team in Malaysia. Most of the jobs are located in Cyberjaya.

Leaders at work: So many leaders at Tesla directly engaging with public, taking a feedback and improvising in many aspects. That culture of humbleness along with innovation and financial discipline will take Tesla to the moon.

WHISPERS

Lars Moravy, VP - Vehicle Engineering at Tesla has some word about adaptive lights.

Bradley Thomas Gerstner; founder, chairman and CEO of Altimeter Capital seems quite amazed by Tesla’s Full Self Driving capabilities.

Listen up all the leaders at Rivian, if you want to save your sinking ship; consider taking advice of this wise man.

Growing Tesla Megapack orderbook.

Is Tesla really inching towards monopoly?
Very long post though, if you are running short on time, summary here.

INDUSTRY FILES

Another money loser: Vietnamese EV startup VinFast reported results today for Q4 and it’s sort of same story as we saw yesterday with Rivian & Lucid.

Bots are coming: Nio already testing humanoid robots by UBTech at it’s manufacturing facility in China.

Moving backward: Mercedes delays plans for going fully electric by 2030, to focus on combustion engines.

Report: The International Council on Clean Transportation releases a report on battery supply chain and its impact on cost of EVs. Read full report here.

Sharing: Rivian follows Tesla’s footsteps, to open up its charging network for other EVs.

Dilution: Volvo Cars proposes to distribute 62.7 percent of its Polestar stake to its shareholders.

Offers: Hyundai cuts IONIQ 5 price with rare 0% finance offer.

QUIZ TIME

You may buy this Tesla Cybertruck for kids without wait right now for how much? 🧐

• $ 1500

• $ 850

• $ 2700

• $ 1850

Click here 🙋🏻 to know the answer.

BEFORE YOU GO

🕵🏻‍♂️ This day in history: Michael Dell of Dell Technologies (2023 revenues were little more than Tesla) was born in year 1965. Here is his old photo from 4th grade, bet you wouldn’t be able to recognise him.

🧹 Haha: Snoop Dogg got this new job.

😴 Sleep: Need some inspiration to fix bedtime routine? This article might help.

❄️ Another world: Have you ever been inside a cave? Have you ever been inside an ice cave??

🤔 That’s thoughtful: I'm a dreamer. I have to dream and reach for the stars, and if I miss a star then I grab a handful of clouds ~ Mike Tyson, his best knockouts here.

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 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