TESLA: Giga Shanghai Breaks Records Amid Price Wars

Thank you Mark from ‪@TheTeslaLife‬ for joining the discussion.

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0:00 Introduction & Debunking "Tesla China Story is Over"
0:44 China’s Strategy: Trading Agriculture for High-Value Manufacturing
1:19 CNBC Article on Potential Tesla Sales Decline in China
2:39 Explaining October Sales Drop (Exports, Shipping & Retooling)
5:17 Shanghai Gigafactory Hits 4 Million Vehicles Produced
7:31 Tesla’s November Sales Increase vs BYD Decline
9:02 Giga Shanghai Production Stability & Charts
10:24 Strong Demand: Model 3 Performance & Extended Model Y Backlogs
12:10 Long-Wheelbase Model Y Testing in Europe
13:26 Q&A Begins: Engineering Explained’s Frustrating Lucid Experience
14:52 Upcoming Lucid Gravity Drive & Headquarters Visit
15:06 Q: How Much Does FSD Impact Range?
16:39 Manual vs Automatic Transmission Efficiency Comparison
16:59 Q: FSD in an ICE Vehicle? (Engine Revving Issues)
17:25 Q: Impact of New CATL 587Ah Battery on Tesla?
18:42 Q: Trade-In Rebates & Government Incentives in China
19:26 Q: Fiat 500e Cheap Lease Deals in Quebec
19:55 Q: China’s Shift from US Agricultural Imports (Canola/Soy)
21:47 Wrapping Up & Viewer Comments Request
22:25 Holiday Toy Drive Event Reminder in Palo Alto