Tesla's Biggest Contract Ever / Exciting 4680 Update / GM's Existential Crisis ⚡️

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🎥 Executive Producer: Halter Ferguson Financial

Podcast (audio only) version of Electrified:

WARNING: I will never message you in the comment section asking you to message me via WhatsApp - these are scam bots that I'm doing my best to continually block.

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00:00 - Largest Contract Ever

4:08 - 4680 Update

8:53 - Unknown Problem

11:18 - Tesla India

11:49 - FSD

12:19 - Lightning Round

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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.

#TeslaNews #Tesla4680 #TeslaEnergy

[Lduke]

Love how you include the good with the bad. Don’t change that brand even if blocked or pressed. Honesty and authenticity can never be underestimated.

[JeffreyScott-zgwj]

Reached 200k today. Thank you for all the knowledge and nuggets you have sent me over the past few months. Started with 14k in the last month 2024..

[boballen]

"But no matter how you cut it, Wall Street is going to be forced to adjust their spreadsheets to account for what's happening on the Tesla energy side" Understatement of the year.
"But, but, but, it's just a car company!?" Delicious! WRONG all along!

[robkeshav]

Love your videos. Very informative and well delivered.
One thing people forget about the Megapack sale is the constant stream of revenue after the sale of HW. The more Tesla sells their Megapack the larger the “maintenance “ stream. Minting money!

[martintherd]

God dammit Dillon, you could start a masterclass in how to sneakily insert sponsor segments 🤣

[tnelly]

How can you be sure the 4680 story from a chinese source is valid? Solving the DBE process for the cathode is truly a sleeping giant and would mean unlimited Cybertruck and Semi scaling! Confirmation of this news alone should absolutely catapult the stock, so I'll remain doubtful until it's officially verified by tesla. Fingers crossed!!!

[farmerpete]

04.31 positive is anode, not cathode.

[castletown]

Re Tesla sales in Calif: I get the feeling we may be at Tesla market saturation. A few data points: The other day I was waiting at a stop light in the bay area and I was surrounded by 5 Teslas! This is not unusual. The parking lot at my heath club had many Teslas in the same row. They are everywhere! The other thing I begin to notice is an increase in the number of non-Tesla Ev's. Mercedes, Ioniq, BMw's. Perhaps we are seeing a new reality in the bay area where people are looking for non-Tesla EVs.

[donaldo]

Dillion, when you post info about the battery storage / energy bhsiness, I have a hard time getting my head around the numbers. I wonder if you could give it a shot representing all the numbers represented visually, i.e. graphs?
Thanks 👍

[matthanrath]

Hub motors are also called “pancake motors” of which is very inefficient motors & get destroyed faster fitting the dealership need for higher repairs!
👍😎💯🇨🇦

[conradseelye]

Great topic about gas stations and charging stations. I wonder if or when the US or other countries will pass peak oil and consumption will start to decline. In Norway, for example, has there been a decrease in the number of petro stations?

[marcusoutdoors]

A 4680 which finally meets the promises of battery day changes everything. Cheaper lighter cars, better energy solutions.

[hedleypepper]

Starling on tesla vehicles makes sense if they then no longer need to use mobile networks. But it won't work in parking garages or anywhere undercover. So I guess will always need mobile ??

[carperdiem]

There should be some kind of price cap on Nevi sites. What they are charging is insane at some of these stations

[peterbroderson]

In order to do Robotaxies Tesla will go with wireless charging also avoiding having their cables cut!

[limmike]

Great summary on 4680 bat …1)…., 2)… thanks

[kevtheobald]

The chargers need to have lockers around them that can only be unlocked via apps. I know it adds to the cost and complexity of building these, but down charging stations hurts business and cost of replacing cords adds up quick.

I get this might make it so people have to stay with their EV when charging, but not changing things will just hurt the EV movement.

[dublindave]

Dillon, when they sell a mega pack it is with a 2 year maintenance. so there is 2 yrs. labor and maybe parts that should be in the calculations for profit amount of sale..

[fpark]

How long have they been working on battery 4680? It feels like very long time.

[XOXSUSIEQXOX]

In wheel chargers sounds really bad to me! Why would I want them to lock me into only one type of wheel? I would want to be able to change the design!