Tesla Daily: Tesla News & Analysis
Giga Mexico Funding, More Cybertrucks, Software Update (12.15.23)
Dec 16, 2023
Topics discussed include funding for Giga Mexico, numerous Cybertruck sightings at Giga Texas, new software updates, the standardization of NACS charging standards, Tesla's parking visualization update, the release of FSD beta with automatic emergency braking, and new accounting guidance for Bitcoin holdings.
14:14
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Quick takeaways
- Tesla will receive $153 million in incentives from New Aibullion to build their factory, including basic infrastructure like roads and water treatment.
- Reports suggest Tesla may build the Cybertruck in Giga Mexico, but the proximity to Giga Texas makes it unlikely, as drone flyovers reveal about 50 Cybertrucks already on site at Giga Texas.
Deep dives
Update on Gigamexico and Analyst Updates
Tesla is set to receive $153 million in incentives from New Aibullion to build their factory in New Aibullion. The incentives include the creation of basic infrastructure such as roads and water treatment, which is crucial for Tesla's factory expansion. Analyst updates from Guggenheim and Morgan Stanley highlight the expectations for next year's deliveries and the increasing focus on Optimus humanoid robot by Elon Musk.
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