https://3speak.tv/watch?v=taskmaster4450le/fbqwqpps
In this video I go through a couple of pieces of Tesla news which shows the push into 2026.

https://3speak.tv/watch?v=taskmaster4450le/jjqmuoln
The tariff situation is showing how crucial it is for battery producton to be located within the US.

In this video I discuss the challenges Tesla is finding with the 4680. It is something that is in production but, on a relative scale, it is an insignificant amount so far.

https://3speak.tv/watch?v=taskmaster4450le/goznndou
The tariff situation is messy. There are a lot of reports, some false, some accurate.

In this video I discuss how we are looking at uncertainty. This means businesses are putting things on hold.

https://3speak.tv/watch?v=taskmaster4450le/nrkyhrjv
Tesla released a video showing its vehicles driving out of the factories on their own. In other word, no driver.

In this video I discuss how the company announced now surpassed 50K in unsupervised FSD, all on their premises. This is part of the process of moving towards the robotaxi going live in Austin. This is still targeted for June.

https://3speak.tv/watch?v=taskmaster4450le/svdkhjvf
The media only focuses upon deliveries and gross profit. But there could be a major storm brewing for the company.

In this video I discuss how the days to payment is getting longer, a move that is starting to impact the suppliers. How will this unfold going forward?

https://3speak.tv/watch?v=taskmaster4450le/yebsuucs
Grok stated that it will be added to Tesla in April of this year. There is no work from the company.

In this video I discuss how LLms will be added to anything inanimate that moves. Cars will be no exception. There is an issue with the stack, something that give Tesla an advantage.

https://3speak.tv/watch?v=taskmaster4450le/ierfchix
This week, Tesla Austin hit their 400K Model Y producted.

In this video I discuss what this means and how it fits in the global production that is being spread across the world.

https://3speak.tv/watch?v=taskmaster4450le/jfxycwwq
Tariffs are on everyone's mind.

In this video I sift through where Tesla is likley exposed to the tariffs, especially the big one (China).

https://3speak.tv/watch?v=taskmaster4450le/nrzcmadz
Tesla rolled out a new version of the Cybertruck.

In this video I discuss how we are seeing the usual approach of working down the scale. The single engine version was released, with a sub $70K (barely) price tag. Here is where we see addressible market being expanded.

https://3speak.tv/watch?v=taskmaster4450le/ibhtopxe
There are many statistics that mean absolutely nothing.

In this video I discuss one that comes from Cox Automotive that, while on the surface looks good, tells us really nothing.