Point of No Return? + China Sales, Giga Texas, FSD, UAW (09.26.23)

➤ Automakers face difficult decisions in new environment ➤ China insured vehicle numbers ➤ Giga Texas updates ➤ New FSD Beta version begins rollout ➤ Tesla adjusts Supercharging prices in Canada ➤ Powerwall 2 price reduction ➤ EU to evaluate EV subsidies ➤ President Biden visits UAW rally

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Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives