🚀 Watch out Tesla Energy

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

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.

Giga India soon?

Tear down.

Indeed. (FSD)

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 ‘unusual’ retail strategy of IKEA.
👇🏻

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