🚀 Thanks Reuters for TSLA story

Plus: Nio's smart factory, Clickable SU7, FSD milestone and more

Hey S3XY 🧤, Reuters did the wrong thing and should be held accountable for it’s very misleading Tesla story last Friday which might have done a lot of harm to many traders and short term holders.
But it did more good than bad at large coincidentally for the company, in the face of Chinese competition which is moving at the speed of thought to capture global EV industry, that Reuters story unknowingly channelised whole lot of new energy into Tesla’s leaders and employees to deliver upon 8/8 deadline.
Robotaxis were always Tesla’s plan but that story lead to Musk announcing unveil date → now that its out there in the world → employees, leaders and Elon himself have to prioritise anything but make Robotaxi event worthwhile on many fronts within 120 odd days as it is poised to be one of the most important event in the Tesla’s history.

And some other highlights from today’s letter 📨:

  • ARK buys the dip.

  • Elon’s upcoming X ‘spaces‘.

  • HiPhi trying hard.

  • Huge Supercharger station.

Let’s take a dive..👇🏻

$TSLA CHART

MARKET CAP 🤑

525.17 B

AVG VOL(30D)

97.73 M

VOLUME

143.16 M

TESLA BULLETS

Long back: Elon explained whole ‘Robotaxi business model’ in detail.

Milestone: FSD hit 1 billion miles driven and why this is significantly important.

Masterplan: So it’s been about 8 years since this document has been published by Elon, now is the perfect time to revisit this ‘to be’ historical piece of writeup.

Guide: Tesla is sending this FSD tutorial to everyone who recently received free one month trial.

Other side: Elon thinks that Robotaxi would kill public transportation. There are million+ taxi/cab drivers in USA alone. Wave of oncoming protests?

Buying streak: How big is ARK’s kitty; another $22 million worth of Tesla bought last Friday.

Model ‘2‘: If there is some degree of truth to Reuters story, here is how Adam Jonas think it would impact TSLA in case Model 2 gets scrapped delayed.

Gigantic: Supercharger station with 200 stalls. Yes, 200.

Fly: What’s Rhino and Hummingbird doing inside CyberTruck?

Testing: FSD hand wave test, see how it reacts to human gestures.

Safety: Just another day and another life saved by Tesla.

Elonverse: Elon’s most recent talk at SpaceX about aliens, universe, rockets and more.

WHISPERS

Need we say more.

See the Tesla Korea light show.

Even if someone decides to spend over $10+ billions into training, compute, storage etc.; real world diverse data collection that Tesla is already doing looks almost impossible to anyone else, which is most critical factor to train neural nets.

Franz responds to chants over 25K Tesla car.

Something that you can’t afford to miss.

INDUSTRY FILES

Typical Chinese: Xiaomi SU7 shares some genes with its sibling smartphone, both are ‘clickable’.

Turnaround: Li Auto looking to turn things around efficiency wise.

Smart factories: Inside story about how Nio is using humanoids inside its factories.

Launch: Li Auto will officially launch its new Li L6 model in 10 days, it is expected to be the lowest-priced in the company's lineup.

Uplifting: BMW USA EV sales jumped to 10713 units in Q1, up 63% YoY.

Saviour: Troubled Chinese electric vehicle brand HiPhi may have struck a deal with another local brand to avoid its failure.

Launch: First look of IM L6, a SAIC and Alibaba joint venture.

Battery tech: Nio testing its semi solid 150-kWh battery packs, which are expected to begin entering service in late April.

THAT’S THOUGHTFUL

What do you need to start a business? Three simple things: know your product better than anyone, know your customer, and have a burning desire to succeed.

Dave Thomas, Founder of Wendy’s 

Dave himself appeared in more than 800 commercials, here is his amazing life story.
👇🏻

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