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David Havasi, who labored at Tesla from 2012 to 2019 earlier than retiring on his huge package deal of Tesla inventory (which he held onto since 2012), and I sat down after a current Tesla FSD 12.5.1.3 take a look at drive to speak about Tesla gross sales within the US, challenges they’re working into, and the place they could be headed. You’ll be able to hearken to our full dialogue (about half-hour lengthy) right here:
Naturally, together with a common dialogue of gross sales, we received into the Cybertruck, the Mannequin 3 & Mannequin Y, robotaxis, Elon Musk’s exercise on X (previously often called Twitter), and a coming extra reasonably priced Tesla (briefly). Once more, when you’re keen to listen to what David and I stated, go forward and watch the video!
Observe: I feel the setup labored nicely for filming such discussions, however we’ll make a couple of modifications sooner or later — a steady resting place for the digital camera, making an attempt to show the AC on a bit bit extra in order that we don’t begin dripping in sweat, and different refinements.
For those who missed the most recent FSD take a look at drive, the place we additionally briefly mentioned a few of these issues, right here’s that video and article (which incorporates an attention-grabbing reader dialogue):
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