LFP Patents & TSLA Margins / DBE Equipment to Austin? / Cruise & Waymo's Latest Struggles ⚡️

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Greg on Twitter: https://twitter.com/greggertruck/status/1619043717964521474

SnP Global article: https://www.spglobal.com/mobility/en/research-analysis/the-trouble-with-nomads.html

LFP paper: https://ieeexplore.ieee.org/stamp/stamp.jsp?arnumber=9795037

Connecting the Dots video: https://www.youtube.com/watch?v=7vv-gt_Itf8&ab_channel=ConnectingTheDots

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00:00 - Tesla Megapack Twitter

00:12 - DBE Equipment to Austin

2:07 - Tesla Loyalty

3:51 - Megapack Blueprint

4:37 - Shanghai Incentive

5:17 - Ford CEO on Tesla & $F Cuts

7:54 - SF Slowing Cruise/Waymo

9:10 - Slept on Tesla Narrative (LFP Patents)

13:08 - Hummer SUV Production

13:52 - Lucid Rumors

14:04 - Sentry Light Pulse

14:19 - EA Vulnerability

14:41 - Lightyear Prod. Co. BK

15:06 - Project Highland

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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.

#LFPPatents #TSLA #TSLAMargins