- 69 Shades of Tesla
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- 🚀 Tesla taking some enlargement pills!
🚀 Tesla taking some enlargement pills!
Plus: Not so perfect FSD, shocking EV IPOs, BYD expanding and more
Hey S3XY 🧤, Tesla opened up its superchargers to other EV players and it has come with its own set of challenges. V3 chargers does have shorter charging cables which causes some EVs to take upto two spots due to positioning.
Though Tesla has found a quick & very cheap fix to this problem; extension cables. V4 locations doesn’t face this situation as those are equipped with longer ones already.
And some other highlights from today’s letter 📨:
Power to restore at Giga Berlin.
FSD beta could launch in China as well.
Growing CyberTruck craze.
Rivian R2’s order book.
Let’s take a dive..👇🏻

$TSLA CHART
MARKET CAP 🤑 | 558.42 B |
---|---|
AVG VOL(30D) | 103.25 M |
VOLUME | 85.54 M |

TESLA BULLETS
Giga Berlin: (So called) Pro environmentalists protested against Tesla factory expansion on Sunday in Grünheide, Germany.
Weird: FSD latest version is failing at this particular scenario even though it looks pretty easy and straightforward situation.
Analyst call: Cathie Wood of ARK Invest would soon unfold her new price target for TSLA which will be higher than $2k.
Improvisations: Vision only Teslas and/or Autopark is due for some major upgrades this month, confirms Elon.
Power: Giga Berlin might get power back by today evening.
Autonomy: It is rumoured that Tesla is preparing for its FSD beta to launch in China this summer.
Another analyst: Gary Black of Future Fund LLC talks about Tesla stock and their position.
Efficiency: Tesla used just about 35% of fresh water at Giga Berlin than it was approved to.
Longer: Tesla working to enlarge its cables at supercharger locations as some of these are too short to handle non Tesla EVs.

WHISPERS
New Optimus progress video on the way if we believe this Tesla insider(employee).
I’ve never been more excited to work on Autopilot and Optimus than I have been the last couple of weeks. So much insane progress across both. Such a crazy feeling to see the future I dreamed about become reality - and to be part of making it possible is an incredible feeling.
— Jeremy Goldman (@jermitron)
4:10 PM • Mar 10, 2024
How much Electric vehicles startups in USA has returned since their IPO. Tesla is only odd one out of that list.
All EV startup IPOs - except Tesla's - were complete disasters for long term investors and we are about to repeat the same in the emerging robotics space.
Some investors are about to step into the robotics trap as they did into the EV trap: ALL EV startups (except Tesla) have… twitter.com/i/web/status/1…
— AJ (@alojoh)
9:15 PM • Mar 10, 2024
Thing is, we have seen kids chanting good stuff about CyberTruck, and middle age people already owning/wishing it and large proportion of older guys doesn’t even know something like that exist; but upon seeing, they seem to like it as well.
So long story short, we are very much positive that Elon UNDERESTIMATED 250K per year demand for this beast.
Hard to drive a Tesla Cybertruck around without people asking questions 📐 @DirtyTesLa
— Bradford Ferguson (@bradsferguson)
12:08 AM • Mar 11, 2024
Teslas are most American made vehicles of the country.
90% of parts sourced in North America (65% US/CAD, 25% MX) and Manufactured in TX - Cybertruck may tie the #1 spot on the American Made Index. Model Y is also 90% and Manufactured in CA/TX (70% US/CAD, 20% MX sourced)
— Wes (@wmorrill3)
1:52 AM • Mar 11, 2024
Electric Vehicle sale by market share.
Visualizing Global Electric Vehicle Sales in 2023, by Market Share
Source: visualcapitalist.com/visualizing-gl…
— Sawyer Merritt (@SawyerMerritt)
4:39 AM • Mar 11, 2024

INDUSTRY FILES
Enough?: Rivian R2 received more than 68K reservations in a day.
Downround: 477K New Energy Vehicles sold in China in February, down 34.6% from January.
New kid: Huawei & BAIC’s first joint vehicle will be unveiled at Beijing Auto Show next month.
Expansion: BYD is considering Mexican state Jalisco to build an Electric Vehicle factory with reportedly cost of about $600 million.
Orders: Refreshed Zeekr 1 gets about 15k orders within 10 days of launch.
Incentives: Rivian asks for incentives to produce its newly unveiled R2 at Illinois factory.
EV adoption: Hyundai launches trade in programme to convert ICE vehicles to EVs.

QUIZ TIME

What is the current market capitalisation of Tesla’s battery partner Panasonic? 🧐
About $8 billion
About $22 billion
About $38 billion
About $46 billion
Click here 🙋🏻 to know the answer.

BEFORE YOU GO
🕵🏻♂️ This day in history: Media mogul Rupert Murdoch is born in year 1931, he recently got engaged for 6th time at age 92!
🗡️ Moves: This man moves like he jumped directly out of some game play.
🦌 Aww: When humans forget being one, deers has to take over being human.
🌌 Beautiful: Move in wilderness to get a sense of how beautiful universe is.
🤔 That’s thoughtful: You can’t build a reputation on what you are going to do. ~ Henry Ford
Watch his amazing life story here.

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