➤ Elon Musk explains Tesla’s lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc
➤ China Passenger Car Association reports April sales and production numbers
➤ Confusing reporting on the status of Giga Shanghai production
➤ Update on German EV incentives
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Executive producer Jeremy Cooke
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Disclosure: Rob Maurer is long TSLA stock & derivatives