- 69 Shades of Tesla
- Posts
- 🚀 Watch out Tesla Energy
🚀 Watch out Tesla Energy
Plus: Expansion in South America, BMW catches up, Ford price cuts and more
Hey S3XY 🧤, We continually hear about gigantic and growing energy storage market, Tesla’s leadership position and amazing profit margins.
But is it really all vanilla given Chinese lead and supremacy over core battery solutions?
Yes, Tesla has upper hand for now with “Autobidder“ and all the tech stack behind Megapacks, but is it good enough to remain MOAT for long?
BYD announced the launch of the energy storage system, an upgraded version of the MC Cube it launched a year ago, with deliveries starting immediately.
Chinese battery giant CATL has launched its new energy storage system ‘Tianheng’ just few days back to further tap the energy storage market.
Given ongoing competition in energy storage market, it will be very interesting to see if Tesla would be able to retain those net margins in energy vertical going forward.
And some other highlights from today’s letter 📨:
Ford’s special ‘Tesla’ discount.
CATL & BYD battery lead.
Contribution of Giga Shanghai.
Electric G-Wagon with Mercedes CEO.
Let’s take a dive..👇🏻

$TSLA CHART
MARKET CAP 🤑 | 547.02 B |
---|---|
AVG VOL(30D) | 97.50 M |
VOLUME | 84.53 M |

TESLA BULLETS
Updates: Full Self Driving (Supervised) v12.3.4 starts rolling out.
Cool Teslas: Tesla customisation expert “Unplugged Performance” launches dedicated website for tactical, specialty and patrol Tesla vehicles.
Bots are coming: Looks like ‘Optimus’ is significantly expanding its testing now that Tesla is hiring a person to oversee repair activities.
Rejoice: FSD v12 rolling out to older Tesla Model S/X as well.
Expansion: Tesla’s first Model 3 and Model Y have landed in Chile.
Shorters: Even after all these progress, Tesla still remains favourite on short sellers radar.
Accident: When three Teslas kisses one another.
Patents: Debunking the tech behind Tesla humanoid robots.
TSLA China: All these Gigas around the wrold and Giga Shanghai still produces almost half of all Tesla EVs.

WHISPERS
If there is one Tesla ‘Autopark’ video you wish to watch, it is this one.
시각화만 확대한 영상. 앞차에 거의 닿을듯 붙는거 보세요 $TSLA
— sladoc (@tesla2moon)
4:04 PM • Apr 10, 2024
Giga India soon?
Looking forward to meeting with Prime Minister @narendramodi in India!
— Elon Musk (@elonmusk)
5:44 PM • Apr 10, 2024
Tear down.
Kevin and @arocha_jordan give their first impressions on the rear cradle and EDM of the Cybertruck. #Cybertruck#Teardown
Thanks to @3DServicesGroup for sponsoring this video!
— Munro Live (@live_munro)
2:16 PM • Apr 10, 2024
Indeed. (FSD)
It will far exceed human capabilities
— Elon Musk (@elonmusk)
5:55 AM • Apr 11, 2024
Watch Mercedes CEO Ola Källenius take the electric G-Class to a Mercedes-Benz test ground close to the Arctic Circle in their home country of Sweden.

INDUSTRY FILES
All about EVs: ARK Invest drops a blog post “Finding Signal In Noisy Auto Data”.
Q1 numbers: Volkswagen group Q1 2024 unit sales climbed by 3.1% on account of core brand sales though its luxury segment saw decline YoY.
Also its BEV sales dipped by about 3% YoY.
Catching up: BMW electric vehicle sales increases 27.9% to 83K units in Q1 2024 compared to Q1 2023.
Price cuts: Ford is cutting prices on some 2024 F-150 Lightning electric pickup trucks by up to $5,500.
Variant: Xpeng has rolled out a new, lower-priced variant of its G6 SUV, while extending discounts on the model's whole range.
Mass market: Deep dive about “Onvo”, new affordable brand by Nio.
Tesla special: Ford’s new $1,500 Tesla discount is called the “Tesla Competitive Conquest Bonus Cash” and applies to all Mach-E versions.
Dominance: CATL and BYD together held 71.66% market share for Chinese EV battery installation market.
Competition: BYD has launched its next-generation energy storage system, the MC Cube-T, as it looks to capitalize on opportunities in a fast-growing new market.

THAT’S THOUGHTFUL
The most dangerous poison is the feeling of achievement. The antidote is to every evening think what can be done better tomorrow.
The ‘unusual’ retail strategy of IKEA.
👇🏻

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.

NOTE: Clicking on above button “Share to Plant“ will take you to our website with your custom referral link. You just need to share that website with your loved one and upon their successful subscription, you will earn that referral.
Or simply 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