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phil k today a correction from yesterday's video when i showed you the tesla semi screen on the left of the driver down at the bottom where it said the primary and secondary psi i like an amateur said it was tire pressure it is not thank you to all of you who corrected me that's actually a reading for the air brake pressure most semis use air brakes and then we have cars and suvs that actually use hydraulic brake systems my apologies for that mistake tesla has filed an application to somehow add a battery manufacturing and assembly line at fremont the factory that's already supposed to be packed to the gills work location fremont applicant tesla project information new battery manufacturing equipment line on the second floor of the main assembly building this permit application relates to the module portion of the line this project not massive of course but valued around 1.5 million dollars additionally though there's another application revealing a 1.3 million dollar project which would include installation of a new maintenance office a storage area production cells with equipment for the hood fender and trunk lids and offline cell manufacturing equipment essentially tesla is playing its own game of tetris here at the fremont factory repositioning certain equipment potentially for the model s and x kind of to make way for this new battery manufacturing line whatever it may be i should note some people are interpreting this as it could be a line to make equipment to make batteries not actual batteries themselves as i guess you could argue this could have just said new battery manufacturing line but instead it said battery manufacturing equipment line either way though for now tesla not done expanding just yet at fremont sawyer was at eight hertz in la i just wanted to point out two things one he said most if not all of the model y's had the black induction wheels which are a two thousand dollar upgrade so hertz was fine paying that premium to get those vehicles sooner and something to keep in mind if you're traveling in the future it might just be this location it might be all hertz locations but this one not allowing one ray rentals with a tesla sawyer also shared this to his super followers once again go super follow the man if you're on twitter he deserves it this is from a bloomberg terminal tesla may become the first auto company to have an inaugural jump into investment grade by a way of a multi-notch move meaning moving up multiple levels at once this all stemming from some conversations with the raiders themselves additionally they said tesla is rapidly nearing a vw's credit risk with a chance to match it within 36 months tesla's ratings can be as much as four notches above its bb plus ranking if the s p changes its business risk evaluation too satisfactory from fair a change we strongly believe can happen tesla's margins profitability and cash flow key components should be superior to those of ford gm stalantis and honda among others that have already received the raiders satisfactory distinction and what we've all been waiting for these discussions with s p give them confidence in their view that tesla can move into investment grade and potentially beyond the bbb minus rating and stable outlook over the next six months and i thought this was very interesting our friend alexander has been doing some awesome work on this topic her twitter will be linked below her research on apple and the impact of apple hitting an investment grade rating here we have apple's stock price in the light blue so apple reached investment grade status around 2013 in this green bar now two things it didn't rock it up immediately okay it did gradually set a new all-time high after you know maybe a year or two but then after that there was a steady trend up i think it's important to point out this run-up in stock price of apple stock it wasn't due to a switch in profitability or anything like that because as you can see dating back to 2005 apple was already profitable as we've mentioned a few times before tesla achieving an investment grade credit rating will just open up the pool of investors who are actually able to invest in tesla stock providing a pretty nice tailwind over the coming months and years and perhaps even more eye opening once again this is from alexandra after apple received its investment grade rating look at what happened to the percent of the institutional share ownership within about one year of the upgrade to investment grade for apple the institutional ownership jumped and then showed a pretty steady upgrade over the next six years or so and we know right now that tesla relative to the rest of the mega cap companies is one of the lowest owned stocks when it comes to institutional ownership that's why i always say retail strong once again another big tailwind for tesla stock in the years to come if and when that investment grade credit rating does happen alexandra thank you for putting this together now i want to go over these stats one more time 9 out of 10 americans are deficient in potassium 7 out of 10 are deficient in calcium 8 out of 10 are deficient in vitamin e and over half of the population is a vitamin d deficient without certain vitamins and minerals our bodies just can't carry out certain processes properly this is why about a year ago i started supplementing my wellness with athletic greens ag-1 is the sponsor of today's video but as always i only share things that have genuinely impacted my life and shout out to lex friedman for the initial recommendation ag-1 just drop one scoop in eight ounces of water mix it up and your superfood cocktail is ready to enjoy i also add in a drop of age one's vitamin d3k2 as well ag-1 is also independently certified by nsf so you know you're getting high quality ingredients ag-1 has offered to provide a year f you want to help ensure that you're on the right side of those statistics i think ag-1 is an awesome option the legal battle between tesla and andes dealer and auto association organizations continues this time we're focused on louisiana as tesla has filed a lawsuit saying that these rules are limiting tesla's constitutional rights this lawsuit was filed last week tesla said in louisiana customers are still going out of state to actually buy its vehicles and if you go to reddit you have the same thing happening in other states as well these laws against direct sales started in the 1930s in the united states as auto manufacturers started using independently franchise dealerships to handle retail sales and servicing as we know tesla has never had franchised independent dealers to ultimately compete against and the federal trade commission actually recommends allowing direct manufacturer sales and there have been studies done showing this model would save consumers thousands of dollars per car transaction dealerships make most of their money from service and given that evs require much less maintenance and service this of course disincentivizes dealerships to learn and sell evs tesla has long argued it cannot rely on franchise dealers to educate customers about evs and explain the benefits of evs i also have to say don't get your hopes up for any precedence being set in this louisiana battle back in 2013 new hampshire passed legislation to allow auto manufacturers with no existing franchise dealer in the state to engage in direct sales that clearly has not served as a template for any other states this is going to be a case-by-case battle strictly dependent on the leaders of each state another example in massachusetts in 2014 the supreme judicial court ruled to allow tesla to sell directly the court ruled the law only protected franchise dealers from abuse by manufacturers they're already buying from and one last example in missouri there was actually an appeals court that reversed a circuit court's decision to end direct sales ruling the auto dealers association did not have standing to sue so there are three examples of legal battles playing out in favor of tesla over the years with none really impacting these battles in other states and just to get a sense doing some quick research this is what i came up with with the current states that still have a total direct sales ban against tesla here's the list as you can see some of them also ban service centers as well which of course as a tesla owner would make things unnecessarily complicated should also be noted most of these states do currently have pending legislation that's focusing on allowing ev manufacturers to sell direct but a lot of these bills have been defeated and some others are still pending there's also another list around this size with states that only have partial ability to sell direct for example there's a few states that have a limit on how many galleries or showrooms tesla can have per state so just know that just because the state is not on this list doesn't mean it has unlimited authority to sell direct to consumer this right here is firmly in the rumor category however i definitely think it's worth sharing chris zhang saying the 2023 model 3 and y will remove the left and right paddles meaning the stocks it's going to move to a sliding gear shift like we are already seeing on the model s and x and the new wheel will have the touch turn signals obviously with the stocks removed so it's essentially going to mimic exactly what we're expecting to see in the tesla semi so he's not saying it's going to a yoke it's still going to be a full steering wheel but we'll be moving to the capacitive buttons in case you're not familiar go ahead and pause and read what the left and right stock currently allow you to control in the model 3 and the y here's a look at what could possibly be coming to the model 3 and why next year now many people have suggested it would be much better to have the left turn button on the left hand side and the right turn signal indicator on the right hand side to make it much more user friendly but i would say that seems unlikely because tesla likes to streamline production keeping things the same across vehicle models where it can this would undoubtedly be a polarizing decision but let me know which side you guys would fall on if this does indeed happen and somewhat related last summer elon said auto detect direction for the shifter will come as an optional setting to all cars with fsd seemingly including model 3 ny we mentioned this last week but i wanted to show you a new screenshot of this new feature where you can view the last measured tire pressure now in the mobile app under the heading controls and the app you can see the last measured tire pressure for each wheel and for the future where there's a lot more car sharing and fleet management the kilowatt said these cloud driver profiles basically do not sleep on them this is huge for fleet managers and our guests who often times drive teslas at home it's like a hotel room that knows how you like your coffee and automatically brews it for you to be able to get into any tesla and have all of your settings auto populate is an awesome feature and of course having custom profiles for different use cases lucid has filed for a new mixed shelf offering to potentially over the next few years raise around 8 billion dollars in different stages and the amounts would be determined at a later date so this does not mean lucid is raising money right now it's basically just setting the stage to do so in the coming years with this mixed shelf offering it'll give lucid some flexibility in what type of securities it decides to sell and ultimately how dilutive this 8 billion dollars potentially that it will raise could be as it's currently sitting around a market cap of around 27 billion these shelf offerings give the issuer three years to raise the capital rather than having to raise it all at once i want to give you some context here so tesla did of course raise capital in the first few years after ipo so let's just say the first six or so years tesla raised around 5.2 billion dollars now at that time tesla's cumulative global sales had passed 250 000 in september of 2017 so within about a year of the last capital raise we have here on the screen now for comparison lucid has raised around 6 billion dollars without this potential new 8 billion offering and so far has delivered around 1 000 cars so of course this isn't a perfect apples to apples comparison lucid built its first factory tesla really took over its first factory in fremont either way though it still highlights tesla's insane manufacturing and capex efficiency and cost control over the years just to show you lucid has raised around 6.8 billion dollars across seven different funding rounds a majority over six billion of this occurring over the last five or so years so bradford ferguson held a twitter space today and he talked to somebody that apparently was involved with coming up with the terms and how this new advanced manufacturing tax credit the 35 dollars per kilowatt hour and the 10 per kilowatt hour for the module assembly for how that's going to work the short of it it looks like tesla may be receiving all of this even with its partnership at gigan nevada where panasonic is making the sales due to an agreement that tesla created back in 2020 new agreement states that it's for credits and customs it says credits or benefits related to taxes and export import duties resulting from the contract between tesla and panasonic including trade credits expert credits or the rights to the refund of duties taxes or fees belong to tesla here's the document terms and conditions for the gigafactory between tesla and panasonic aka gigan nevada i just wanted to show you bradford's not out here making this up here it is in the document what he just read but it goes further basically tesla will keep the documents that will be necessary to permit tesla to receive these benefits or credits so if this is true that means as soon as 2023 tesla could be receiving around 1.5 billion dollars in these tax credits gigan nevada is currently between 35 and 40 gigawatt hours per year so if tesla were to receive 45 dollars per kilowatt hour 35 for the battery 10 for the cell module assembly that's around 1.5 billion dollars so stay tuned for more on this but the impact on this if this indeed is accurate cannot be overstated that would be just for gigan nevada nothing from cato road nothing from giga texas and that's nothing to do with the ev tax credits the 7 500 per vehicle looks like there's a class action lawsuit coming tesla's way over phantom breaking this coming from a california model 3 owner jose alvarez toledo saying this is causing a frightening and a dangerous nightmare the lawsuit seeks compensatory and punitive damages for expenses to repair vehicles diminished value of tesla cars and for a refund of the added cost attributed to the autopilot feature now is this phantom braking jarring and can it cause you a little heart skip absolutely if you've never had it happen to you however does it warrant a class action and punitive damages i guess that's what we have the legal system to ultimately decide and so we don't have to end today's video on that note from veda prime the seventh australian tesla ship has arrived many thousands of teslas have arrived in australia this quarter records have been smashed that'll do it for to to get your freebies
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