Legacy auto struggles, Texas ramps & grows, VW's delusion & More – Live at 7pm Pacific



Big roundup of the news from the last couple days.

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Condensed version of this show here: https://youtu.be/RDQC0vXMZT8

#investing #Tesla #ElonMusk

LINKS FROM THE SHOW:
Tesla uses its electric semi truck to deliver Superchargers to Laguna Seca racetrack
https://electrek.co/2022/06/30/tesla-semi-electric-truck-deliver-superchargers-laguna-seca-racetrack/

Tesla’s Virtual Power Plant in California has over 1,200 homes participating
https://driveteslacanada.ca/news/teslas-virtual-power-plant-california-over-1200-homes/

Electrify America Raises $450 Million – Siemens Becomes a Minority Shareholder; Company Intensifies Commitment to Rapid Deployment of Ultra-Fast Charging
https://media.electrifyamerica.com/en-us/releases/190

Tesla delivers first Model Y Long Range vehicles built at Giga Texas
https://driveteslacanada.ca/model-y/tesla-delivers-first-model-y-long-range-vehicles-built-at-giga-texas/

Tesla files for a permit to expand Giga Texas by 500,000 sq ft — production ramps to 100 Model Y SUVs per day
https://www.teslaoracle.com/2022/06/30/tesla-permit-austin-tx-500000-sq-ft-expansion-100-model-y-daily/

Joe Tegtmeyer’s video where he speculates it might not be an expansion, but interior work continuing in Texas
https://www.youtube.com/watch?v=r5MrIL0gqLI

UN Regulation extends ‎automated driving up to 130 km/h in certain conditions ‎(80mph)
https://unece.org/sustainable-development/press/un-regulation-extends-automated-driving-130-kmh-certain-conditions

EU agrees new cars must be emissions-free after 2035
https://www.dw.com/en/eu-agrees-new-cars-must-be-emissions-free-after-2035/a-62296555

Samsung SDI preparing pilot line for Tesla 4680 batteries
https://www.thelec.net/news/articleView.html?idxno=4097

LG already had plans to make 4680s for Tesla
https://electrek.co/2020/10/21/tesla-battery-supplier-lg-chem-prepares-to-triple-cylindrical-cell-production-own-4680-cell/

Volkswagen Can Beat ‘Weakening’ Tesla by 2025, Says CEO to Workers
https://teslanorth.com/2022/06/28/volkswagen-can-beat-weakening-tesla-by-2025-says-ceo-to-workers/

J.D. Power says Covid-19 caused vehicle quality to drop globally, but not Tesla’s
https://driveteslacanada.ca/news/j-d-power-initial-quality-study-2022/

Tesla’s Lead Over other Automakers in EV Race Only Amplified by Headwinds, says Credit Suisse
https://www.tesmanian.com/blogs/tesmanian-blog/teslas-lead-over-other-automakers-in-ev-racing-only-gets-stronger-due-to-headwinds-says-credit-suisse

Tesla lays off hundreds of Autopilot workers in latest cuts
https://www.latimes.com/business/technology/story/2022-06-28/tesla-lays-off-hundreds-of-autopilot-workers-in-latest-cuts

Driverless Robotaxi Fleet Paralyzed for Hours in San Francisco
https://thelastdriverlicenseholder.com/2022/06/29/driverless-robotaxi-fleet-paralyzed-for-hours-in-san-francisco/

Electric Vehicles Catch Fire Considerably Less Than Gas Cars
https://www.motorbiscuit.com/electric-vehicles-catch-fire-considerably-less-gas-cars/

An Uber driver says she more than doubled her monthly tips to $2,600 after swapping her Toyota Camry for a Tesla Model 3
https://www.yahoo.com/news/uber-driver-says-she-more-135614591.html

Elon’s One-Lane Vegas Tesla Tunnels Expanding Into Full Boondoggle
https://gizmodo.com/elon-musk-boring-company-las-vegas-tunnels-tesla-1849069849

source

10 thoughts on “Legacy auto struggles, Texas ramps & grows, VW's delusion & More – Live at 7pm Pacific”

  1. The power wall is not 26k, around 12k installed. 7500 without instillation .
    It is like Elon is doing it all by himself. Not his 100k employees!! So stupid!!!!
    Elon says there are 1500 Labelers for FSD!!

    Reply
  2. Because of course Las Vegas is known for throwing away money and not caring about the tourists being happy, so of course they would choose a crappy public transit system. The idiocy in Gizmodo's article and comments is stunning! 🤦🏻‍♂

    Reply
  3. VW thinks strength to cash on hand this is true if you are a value company in a evolving market, but if you are a growth company in a disrupted market, cash in hand is a resource to be spent (wisely) to grow at speed who is right time will tell but I bet on Elon this time.

    Reply

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