The "Incredible Threat & Danger" / Solving EV's Biggest Problem / Tesla Starting Construction ⚡️
TLDRThe video discusses various Tesla updates, including the company's positive response to Cybertruck modifications, a shareholder letter campaign regarding a $6 billion fee, and the delay of FSD version 12 due to a minor crash. It also covers Tesla's new service bulletin for the Cybertruck, the release of the official Cybertruck owner manual, and the potential for Tesla to introduce a more powerful infotainment computer. Additionally, the video touches on Tesla's efforts in solar energy, the expansion of Tesla Insurance, and the company's stock performance, highlighting Tesla's continuous innovation and community engagement.
Takeaways
- 🚗 Tesla's initial apprehension about modifications to their vehicles was unfounded, as they have shown support and excitement for the Cybertruck modifications.
- 📜 A Tesla shareholder letter-writing campaign is underway, with Elon Musk's approval, to address the $6 billion fee lawyers are requesting.
- 📨 Shareholders are encouraged to send letters to Judge McCormack, potentially referencing the case number for impact on the court's decision.
- 🌐 International shareholders may consider using mail services like Mailform or Doio to send their letters promptly.
- 🍽 An upcoming Tesla Diner and Supercharger location is almost ready, possibly opening in the fall.
- 🚙 There's a debate over whether the Cybertruck will initially include Full Self-Driving (FSD) capabilities due to differences in camera placement and driving dynamics.
- 🔧 Tesla has delayed the wider release of FSD version 12 following an internal investigation into a minor crash incident.
- 🔄 Tesla is working on significant upgrades to their auto-shift functionality, aiming to reduce the necessity of screen swipes.
- 🔋 Tesla's Shanghai Mega Factory is set to start construction in Q1 2024, with production expected in Q4.
- 🔌 Tesla is in talks with the Thai government for a potential production facility, with the offer of 100% green energy for operations.
- 📉 Tesla's stock experienced a significant drop, with high trading volume, but the company's fundamentals remain strong.
Q & A
What was the initial concern about Tesla's reaction to modifications on their vehicles?
-The initial concern was that Tesla would be unhappy and super protective, not wanting people to modify their vehicles.
How did Tesla's response to modifications on the Cybertruck change the narrator's perspective?
-Tesla's friendly, supportive, and excited response to the modifications made the narrator a bigger fan of Tesla and Cybertruck, as it showed Tesla's genuine care for their customers and their vehicles.
What is the purpose of the Tesla shareholder letter-writing campaign mentioned in the script?
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How does Elon Musk feel about the shareholder letter-writing campaign?
-Elon Musk approves of these efforts, indicating his support for shareholder involvement in such matters.
What is the significance of including the case number in the shareholder letters?
-Including the case number helps to ensure that the letters are properly associated with the relevant legal case, which can be beneficial for the court's consideration.
What was the reported issue with Tesla's Full Self-Driving (FSD) version 12 release?
-The release of FSD version 12 was delayed due to a specific incident that required an internal investigation, although no injuries occurred and the vehicle only experienced minor cosmetic damage.
Why might the Cybertruck's different camera placements and heights be a factor in the FSD release delay?
-The different camera placements and heights on the Cybertruck compared to other Tesla vehicles could affect the functionality and integration of FSD, requiring additional development and testing.
What is the current status of Tesla's Mega Factory in Shanghai?
-The Shanghai energy storage plant is planned to start construction in the first quarter of 2024 and go into production in the fourth quarter, with Ningde Times as the battery cell supplier.
What was the reaction to the Tesla Cybertruck being listed for sale by a dealership?
-The listing was confirmed as real, but it's unclear if the Cybertruck was sold or if the listing was taken down. There are also reports of other Cybertruck buyers wanting to resell their vehicles for a profit.
What is the speculated release timeline for Tesla's improved auto shift functionality?
-There is no internal timeline provided, but it is speculated that a tentative release could be in the first week of April, with only a few minor adjustments needed before sending it to wave 1.
Outlines
🚗 Tesla's Support for Modifications and Shareholder Campaign
The speaker initially believed Tesla would be against modifications to their vehicles, but was pleasantly surprised by Tesla's friendly and supportive response. They express admiration for Tesla's customer care and willingness to innovate, especially under Elon Musk's leadership. The video also discusses a shareholder letter-writing campaign to Judge McCormack regarding a $6 billion fee requested by lawyers, which Elon Musk approves of. The campaign aims to show market validation of a deal price and potentially influence court rulings. The video provides a template for the letter and encourages respectful communication. It also mentions the upcoming Tesla Diner supercharger location and a meme shared by Elon Musk about the choice between autopilot and full self-driving on the Cybertruck.
📜 Cybertruck Resale and FSD Developments
The speaker addresses the resale of Cybertrucks, with some buyers looking to profit from their purchases but fearing legal action from Tesla due to a no-resale clause. They also discuss a Cybertruck incident at the Beverly Hills Hotel, which was not caused by a valet as initially reported. The video touches on the delay of Tesla's Full Self-Driving (FSD) version 12 release due to an internal investigation following a minor crash. It also mentions a Tesla service bulletin about an updated rear steering actuator for the Cybertruck and the release of the official Cybertruck owner manual, which reveals the current Cybertrucks do not have access to Steam due to hardware limitations.
🔋 Tesla's Safety Record and Upcoming Developments
The speaker shares data on Tesla's safety record, highlighting that electric vehicles (EVs) catch fire less frequently than traditional vehicles. They mention a new Tesla product upgrade in Australia and a rear seat upgrade for the Model Y. Updates on Tesla's Mega Factory in Shanghai are provided, along with news about Tesla's potential production facility in Thailand. The video also discusses the new top dog in DC fast charging speeds, Gravity's 500 kW chargers, and Tesla's offering of 5,000 free supercharging miles for certain trades.
🏎️ Model 3 Updates and Industry Insights
The speaker discusses the Model 3's aerodynamic improvements, safety features, and new technologies such as a new airbag and a passive shock-absorbing system. They mention Tesla's strategy of keeping secrets to prevent others from copying their innovations, but also the importance of public sharing for technological progress. The video touches on the challenges of rooftop solar costs in the United States and Tesla's efforts to streamline permitting processes. It also addresses Tesla's sales figures in China, which were negatively impacted by the timing of the Chinese New Year.
🔌 Electric Vehicle Market and Tesla's Financial Performance
The speaker comments on the Hyundai Ionic 5's updates and BYD's launch of a new, lower-priced version of its best-selling car. They discuss the expansion of Tesla's insurance services and the impact on State National's business. The video also mentions Tesla North America's expansion of collision services and the stock market performance of Tesla and other electric vehicle companies.
Mindmap
Keywords
💡Tesla
💡Cybertruck
💡Elon Musk
💡Full Self-Driving (FSD)
💡Shareholder Letter Campaign
💡Supercharger
💡Model 3 Performance
💡Energy Storage Plant
💡Regulatory Hurdles
💡Solar App
Highlights
Tesla's supportive response to modifications made to the Cybertruck.
Elon Musk's approval of the Tesla shareholder letter campaign regarding the $6 billion fee.
The importance of shareholder approval letters in upholding the lower Court's dismissal of claims.
The upcoming Tesla Diner supercharger location is almost ready, possibly opening in the fall.
Elon Musk's choice not to have Full Self-Driving (FSD) on his Cybertruck due to different camera placements and driving dynamics.
Delayed wider release of FSD version 12 due to an internal investigation following a crash.
Tesla's service bulletin regarding an updated rear steering actuator for the Cybertruck.
The official Cybertruck owner manual is now live, confirming the lack of Steam access due to hardware limitations.
A Cybertruck owner's positive experience with the vehicle, highlighting its comfort.
A Cybertruck owner's negative experience with steering and brakes during a road trip.
A Cybertruck listed for sale by a dealership, indicating potential buyer's desire to resell for profit.
Tesla's efforts to improve auto shift functionality, reducing the necessity to swipe on the screen.
Speculation about the release of a more powerful infotainment computer for Tesla vehicles.
Tesla's Mega Factory in Shanghai is set to start construction in the first quarter of 2024.
Tesla is in talks with the Thai government for a potential production facility.
Gravity's 24 500 KW chargers launched in New York, capable of providing 40 miles of range in 1 minute of charging.
Tesla's Model Y rear seat upgrade, adding 3 cm of leg support.
The Hyundai Ionic 5 receives updates, including a larger battery pack.
Postar CEO emphasizes the importance of embracing future innovation in premium performance cars.
Tesla Insurance's growth, becoming State National's largest producer with $497 million in written premiums.
Tesla North America's expansion of wraps for Model 3, Y, and Cybertruck at their Austin South Collision location.
Tesla stock performance, closing at $188.14 with a 7.16% drop.