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war updated patrons Joe D Don n Irvin W my man welcome back David K and Donald M thank you guys for choosing to support the channel oh and uh Tesla Howie I see you brother at the time of recording Tesla stock is now up over 73 year to date everyone seems to be asking is this for real what's going on all I'll say as a long-term investor for me whether we're down 90 or up 90 absolutely nothing changes with my view of Tesla's fundamentals as a business over the next 5-10 plus years and yes it's true that the FED has turned slightly more dovish and earnings have been better than I think a lot of Wall Street was expecting so are we out of the woods yet definitely not ready to go that far but there's a reason most people should not try to time the market because plenty of people were guaranteeing that Tesla stock would be at 50 or 60 Dollars around this time and it's clearly not do to some regulatory filing changes there are some rumors that Tesla may be finally gearing up for its entry into the Malaysian Market when it comes to vehicle deliveries the Malaysian automarket is in the neighborhood of 500 000 cars sold per year so if Tesla can clip let's call it between 10 and 20 long term in that market that would be between 50 and 100 000 Vehicles not insignificant in 2017 Tesla established a subsidiary in Malaysia but it was really just for accounting and finances for emerging market countries and this regulatory change the subsidiary name was Tesla Services now it's just been changed to Tesla they've dropped the services and according to the notification the subsidiary is now responsible for wholesale and Retail of new motor vehicles and other service activities maintenance and repair as well so this is not nothing but tread cautiously elon's mom has been kindly continuing to give us more sneak peeks into Giga Berlin this most recent one she shows us model wise both in the Quicksilver and the deep crimson and I have to ask do you think the United States Color selection is too stale Tesla should Implement some new color options or they should keep the production simple and scale to massive size speaking of scaling here's a fun chart from Sam at ARC here we have annual full battery electric vehicle sales as you can see Tesla in the yellow still leading the way but what I wanted to point out most people are still projecting linear growth in the EV space but when you look at charts like this you can see these are not linear growth patterns but we are starting to form the up on the S curve historically for new technological adoption and things get really interesting between 5 and 15 which is exactly where we are of course depending on the geography so again as a long-term investor whenever these recessionary talks are more in the rear view and there's more clarity with interest rates and they come down maybe quantitative easing comes back whenever that may be I just think people have no idea what's about to happen and whether it's one year or or three years we will get through this recession and enter a more easing normal environment and it's coming Kathy Wood also jumped on a Twitter spaces last night with Grant Cardone and I have my own opinions about him but either way Kathy said this about Tesla stock I think Tess are so to give you a sense of that I think Tesla hit 180 dollars today we have put out on our website uh our Tesla Model and you can manipulate it if you'd like to see how we get to these numbers but that 180 dollars We Believe will in five years now this is our research and of course we could be wrong for compliance reasons I have to say that but our conviction is very high that that 180 dollars if you do hold it don't trade it um will uh will scale to fifteen hundred dollars in our base case it's actually a little north of that now so almost tenfold in five years why because uh because electric vehicles have entered the Sweet Spot of their s-curve and Tesla is leading the charge so to speak and to anybody that's frustrated with Kathy Wood because you lost money in Arc funds look I understand but if you didn't expect something like to happen in a year an environment like 2022 you shouldn't be in her funds in the first place NFA just my .02 Kathy also said if these other automakers don't switch over to lithium-ion battery technology they won't be able to catch up with Tesla in terms of price declines without losing money I would just say even if they are already committed to lithium-ion Tech like say GM for example they're still not going to be able to catch up because they just don't have the software and overall Talent at their companies in this new digital EV space yet let me be clear for any new viewers I want more EVS I want other companies to succeed I'm just calling it how I see it you guys have heard me talk a lot about Fitness and Wellness but honestly the last few years from a fitness standpoint have been a low Point relative to the track I was on really bad back injury family tragedies Etc I prefer to be about it rather than talk about it so I'll just say if I'm blessed with a healthy year you'll see the former Fitness Aficionado version of Dylan you've yet to see as a kid it was about looking good for girls but now it's about mental discipline continued learning energy Vitality mobility and functional movement yes athletic greens is going to be a part of my journey back to my roots and one of my passions we just can't hit Peak Performance mentally or physically without key nutrients men ag-1 has us covered with 75 vitamins minerals and probiotics in every serving I'll admit I've become a huge sourcing snob the past six months and I honestly think you should too ninety percent of the supplement industry is garbage ag-1 is of course in the 10 you can trust to be sourced well and it's independently so certified by NSF yes of course always strive to eat nutrient dense food but no matter how varied and balanced your diet is you're most likely still deficient somewhere if you want to try it out and do something your body will thank you for you can get five free travel packs and a one-year supply of vitamin D3 K2 with every new purchase the link is in the description below in terms of what could actually change from this it may be a non-story but the narrative is that Tesla is going to start putting more pressure on its suppliers to try to continue to drive down costs and negotiate to help of course keep up with Tesla's own price Cuts however we've been talking about the suppliers they're already struggling when it comes to financials please know statements like that are very general and yes the industry is far more nuanced than that but as always and especially now in this recession with Elon being recession paranoid they're attacking every area of cost and suppliers are not immune Reuters are saying in China Tesla is already pressing their suppliers to lower costs again what will happen from this is anybody's guess I will say if any company has the pricing power and negotiating power it's 100 Tesla why because they have the scale that nobody else has when it comes to guaranteed and expected EV demand meaning if these suppliers are going to make concessions for any company the company is Tesla apparently at a meeting last month Tesla had an idea of one supplier cutting their cost by 10 percent and remember Tesla has the negotiating power in some cases to say well we can write new code and use a different chip or make an adjustment to put that pressure on because they're more flexible Nimble and agile than everybody else the long range model y wait times have been pushed back previously this was February to March and now it stands as march to May one of the Cyber truck prototypes was spotted and yes it has this new design for the side mirror and please don't flame me for this but am I the only one that thinks this is one of the least flattering and angles for the Cyber truck now yes I know it's a work truck a beast a utility I still want to have one I'm just saying I think it looks better from the front than the back in previous versions we've seen in the public the side mirrors were more rectangular and now they're testing out this triangular looking shape and I don't want to over speculate here but in this newer image that was shared about two days ago it looks like this back portion of the window is all the way down and maybe it's just the angle from this one image but if you keep this area right here in mind it looks like this panel in the older version that we saw at Giga Austin is now removed one big question mark is how functional will the tonneau cover be because rivian has not implemented it very well they've had a decent amount of issues with theirs in this image it looks to be rolled up 80 or 90 percent of the way and hopefully of course it will go all the way up I would imagine it will let me know if you guys spot anything different because most of us here can't get enough of cyber truck talk in case you're out there saying you got any of that new Cyber truck footage I got you covered and I would be inclined to believe this is the latest the betas production version because I've never seen the shape of the side mirror before and yes Tesla wanted to deliver this car with no side mirrors but the word is that U.S regulations do not allow it will they be removable also the rumor is yes however of course the big question would be how does that impact your visibility time will tell Netflix has struck a new deal with GM and other automakers sadly no Financial details were disclosed so we don't know how much if anything GM is paying for this relationship but it sounds like it's not nothing so on Netflix on certain shows where it's relevant Netflix will start showing cars like the bolt the lyric the Hummer pickup and cars from other automakers we don't know who on different TV series and films they'll kick off this new partnership with a commercial during the Super Bowl featuring Will Ferrell and if you watch any of these three shows be sure to keep your eyes open for some GM EVS this year man I don't want to be cynical but the comedy seems to be continuing this week look at this new partnership between Honda and GM looking to develop hydrogen full cells bear in mind this is the same GM and Mary Barra that said publicly they did their due diligence John Nicola Motors and we all know how that turned out Honda will Target annual sales of around 2 000 units of this new system in the middle of the decade aiming to boost that to 60 000 units per year in 2030.
let me just clear the screen and repeat this their goal for seven years from now is 60 000 units per year on a technology that has not really been proven and look if you want to pursue this tech for heavy Trucking in the commercial applications I understand it I guess be my guest we need different Technologies that's fine but they're also saying this will be for their own fuel cell electric vehicles as well not just commercial vehicles we've talked many times in the past how these joint Partnerships joint ventures very rarely turn out to be successful it's just too hard with multinational conglomerates going different directions trying to work together but they're saying production of this system will start this year and they said with this next-gen system they're looking to more than double durability whatever that may actually mean and they want to bring costs down by two-thirds yeah I'd just say Color Me skeptical I'll believe it when I see it there are words on the screen but for me sometimes there are just no words Volvo is now hyping up its new EV Blitz bringing five different EVS to the market over the next few years three SUVs and two sedans as well as a luxury electric van that will start selling in Asia given that Volvo is partially owned by Gili they will of course be focused primarily on the Asian markets again to start and this van would be based on gili's zikr brand it should be noted Volvo has carved out and sold as gas engine and hybrid powertrain operations to wheelie in addition to the electric van that we don't know for sure if it's coming to the US market or not it's going to be EV versions of their main products the XC and the S lineup here we have n phase known for their micro inverter solar and Battery projects now announcing a new exciting project that is expected to work with most EVS today I'm going to demonstrate our bi-directional EV charging technology now within phases bi-directional charger an EV can charge from clean solar or the grip and it can send clean energy back to the home or the grid when needed and soon a bi-directional EV charger that will provide a link between your car and your home the system can also include an IQ battery to store the energy you make for use whenever you need it the more products like this the better the three main use cases for this would be vehicle to home this also enables vehicle to grid meaning you can now bring your car into the equation for a virtual power plant and third would be green charging if you have solar you can of course use any remaining solar power generated to charge your car with green energy yes the question remains how useful will this be are these car batteries big enough people want to have their cars charged when they need to drive them which is why Tesla has been focusing on doing this type of utility with the powerwall just a reminder of where Ford is still at even though they've been pushing the hardest for EVS maybe of any Legacy OEM they sold 146.3 000 vehicles in the US in January which was slightly up over 2022 however 91 of those Car Sales were still internal combustion vehicles I can't confirm any deals with Tesla from this but as we've been saying lfp is going to be a huge deal over the next 10 years and we want domestic production in the states that's exactly what we're getting from both our next energy with their gigafactory in Michigan and a Turkish firm control Matik in South Carolina both of these are said to be exclusively for lfp battery cells the Turkish company company in South Carolina is looking to begin production mid-2024 with three gigawatt hours but they want to expand to six gigawatt hours the factory from our next energy is definitely bigger they're talking 20 gigawatt hours by the end of 2027 and they already have off take deals with 10 different companies totaling 36 gigawatt hours until then last week we talked about what could be Tesla's largest service center in Hamilton Ontario Drive Tesla Canada telling us today the vote just happened it was unanimous all but guaranteeing Tesla will be opening that service center at Lime Ridge find me on Twitter at Dylan loomis22 hope you guys
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