🚀 Tesla teasing the future

Hey S3XY 🧤, Boss Elon orders all of his employees at Tesla to make sure that every new owner of their cars should experience unreal capabilities of its autonomous technology, a huge differentiator of Teslas with rest.
Also in order to spread out his words loud and clear, Tesla to provide free month long trial to existing cars as well which are capable of rolling in FSD.
With this hard push we may conclude that; team Tesla is looking very confident with refinement of current versions of its FSD so as it make it available to wider set of people and is ready to make a big transition towards being a ‘software(AI)‘ first company going forward.
And some other highlights from today’s letter 📨:

• Magapack factory update from China.

• Lucid’s Middle Eastern affair.

• BYD’s unreal pace.

• Xiaomi’s autonomy dreams.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

Freebies: FSD free one month trial coming to all US existing capable Tesla “cars” as well new deliveries. Hopefully Canada too.

Woha: See here first ever Tesla ad on instagram.

Software: FSD v12.X will be available on 2024.2 branch new factory builds.

Better take rates: Elon mandates Tesla employees to give customers a test drive with FSD enabled while getting delivery of their cars.

Expanding: Recent job openings at Tesla Bot team suggests that its getting ready for an end to end solutions.

Buying spree: When is ARK going to put brake on its Tesla buying spree; another $28 million worth of Tesla loaded yesterday.

China numbers: Tesla China insurance registrations came in at 13.2K for last week i.e. March 18-24, that’s -25.6% QoQ and -5% YoY dip.

Talent: A new hire to Tesla autopilot and AI team from Waymo and his mind is already blown!

Energy: Tesla appears to begin construction of Magapack Shanghai factory.

WHISPERS

FSD handels busy junction like a pro. Will 2025 be the year wherein FSD will be a standalone revenue item in Tesla’s earnings report?

Are we in a real time transitioning phase of Tesla from - “a car company” to Tesla - “an AI company” for a wider set of human beings out there?

Tesla initiates early delivery of CyberTrucks to long term eligible TSLA holders.

Just some random and wild “BOT” implications.

Tesla taking too long to calibrate cameras?
Will be taken care of soon.

INDUSTRY FILES

Dumb money: Lucid pockets another $1 billion of “oil money” with hopes to stay afloat for little longer.

RIP: Consider this unofficial closure of Fisker as it gets delisted.

Entry level: Audi looking to enter low cost EV market by 2027.

Mainstream ever? See here the world’s first production ready car with solid state batteries.

Transition: Nissan plans to bring in 16 new EVs within next two years.

Ritual of launches and relaunches: BYD to launch “Yuan up”, a smaller all electric SUV today.

Partnership: Xpeng partners with dealer ‘Nio Mobility’ to expand into ASEAN countries.

Chasing autonomy: Xiaomi is going all in on smart driving technologies as its R&D team crosses 1000.

THAT’S THOUGHTFUL

Old video of Walt Disney introducing the multiplane camera.
👇🏻

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