Global Scans · Tesla · Weekly Summary

• [New] Musk has talked about a robotaxi service with decentralized ownership, in which Tesla owners could rent out their cars for fares. NBC News
• [New] Lower average selling prices as Tesla will likely have to cut prices in key markets, such as China, in line with peers. Morningstar UK
• [New] Autonomous driving has the potential to make Tesla the most valuable company in the world by far. CNN
• [New] Owners of Tesla vehicles with FSD will be able to have their cars serve as robotaxis, rather than remain idly parked. Tech Xplore
• [New] General Motors (parent company of Buick, Cadillac, Chevrolet, and GMC) says that owners of GM EVs will be able to access 12,000 Tesla Superchargers and growing starting in early 2024 using an adapter. Consumer Reports
• [New] While early, investors now expect Tesla to benefit from its investment in artificial intelligence through development of autonomous driving technology Dojo (an AI training computer), autobidder (an automated energy trading platform), and humanoid (a human-like robot). Seeking Alpha
• A potential TikTok ban in the US could spell trouble for Apple, Tesla, and other American companies operating in China. Insider
• In addition to applications in pickup trucks such as Ford and General Motors, Worksport engineering departments are exploring new truck compatibility for future additional application coverage which could, one day, include Tesla and the Tesla Cybertruck. Yahoo Finance
• Tesla might release FSD Beta V12 to a larger number of Tesla vehicles after evaluating data from the first limited group. CleanTechnica
• Tesla will offer a one-month free trial of its full self-driving (FSD) subscription service to drivers of compatible vehicles. Empower
• Tesla will start its inevitable reign as the top selling electric truck in the world starting this week. NextBigFuture.com
• With companies like Tesla, from spring in 2024, EV drivers will progressively be able to access Superchargers with adapters supplied by their automakers as manufacturers convert their vehicles to North American Charging Standard NACS. KnowHow
• Whereas legacy carmakers were forced into electrification first by Tesla and then by cheap but decent Chinese models, the lorry business has faced less disruption. The Economist
• Drivers of XC40 and C40 Recharge vehicles and 2024 EX30 and EX90 vehicles will be able to use Tesla Superchargers using an adapter in the first half of 2024, while NACS ports will be installed by default in 2025. Consumer Reports
• Toyota and Lexus EVs will have access to Tesla Superchargers and that new Toyota and Lexus vehicles will adopt NACS starting in 2025. Consumer Reports
• The current F-150 Lightning and Mustang Mach-E are already able to plug into Tesla Superchargers using an adapter starting now, and that new EVs will come with NACS charging ports starting in 2025. Consumer Reports
• Vehicles in Canada will have access to Tesla Superchargers in the first half of 2025. DNyuz
• Charging options will increase in 2024 as Tesla begins to open its network of Superchargers to vehicles made by other automakers. Fortune
• Tesla began offering additional incentives in China for its Model 3 and Model Y EVs, which will run through March. investing.com UK
• Ford said adding the Tesla plugs will double the size of the network that can be used by Ford EV owners. Tech Xplore
• While early, investors now expect Tesla to benefit from its investment in AI through development of autonomous driving technology and Dojo chips (AI training compute designed for image and video use case), autobidder (an automated energy trading platform), and Optimus (a humanoid robot). Seeking Alpha
• Shares of Tesla have tumbled nearly 20% after the electric car maker warned of notably lower sales growth in 2024 and shrinking margins. Yahoo Finance
• Tesla CEO Elon Musk has long whetted fans' and investors' appetites for affordable electric vehicles and self-driving robotaxis that are expected to be made on next-generation, cheaper electric car platforms. CNBC

Last updated: 22 April 2024