Tesla & Panasonic Factory Update / Ford's Inventory Excuse / BYD Copies Tesla ⚡️

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00:00 - Highland/Cybertruck Sightings

00:57 - Tesla Malaysia

1:11 - TSMC Delays Arizona Plant

2:58 - FSD Beta 11.4.6

3:26 - Model Y Makes History

4:05 - Volvo CEO on Tesla ADAS

4:30 - Elon vs. Warren

4:50 - Model Y RWD Korea

5:12 - Tesla Energy

6:00 - Tesla Fleet Based Profits

6:43 - BYD Copying Tesla

7:15 - BESS Projects NSW

7:58 - Cramer on Tesla

8:28 - Tesla Configurator

8:42 - Tesla Email

8:57 - Tesla Operating Leverage

9:24 - Spotify and Other Updates

10:08 - US and Canadian Discounts

10:22 - Tesla and Panasonic Factory

11:24 - EV Plants and UAW Talks

12:26 - Nissan on Solid State

13:06 - Ford on EV Dealer Pileup

13:45 - Redwood Raising

14:04 - Hidden IRA Clause

15:24 - Tesla Accepting Bitcoin Again?

16:12 - New Finance Offering

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