Comments by "Farzad" (@farzyness) on "Tesla has won. It's over. I'm not kidding. #TSLA" video.

  1. NOTE: As others have pointed out (thank you!) Hyundai Ioniq 5 is NOT eligible for the IRA credit since it’s manufactured in South Korea and Indonesia. Only US assembled cars can take advantage of the credit. This makes the Ioniq’s net price $7.5k HIGHER, making the Model Y even more attractive vs competitors. https://electrek.co/2022/12/13/which-electric-vehicles-still-qualify-for-us-federal-tax-credit/
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  2. I think Tesla will achieve 50% growth regardless of macro conditions in China.
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  3. Thanks Dave! If you listen to my back catalogue you can see that I’m trying to be as unbiased as possible. Tesla and Elon are not without mistakes, but the overall trend is hard to ignore.
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  4. If this is the case, it makes the picture even more grim.
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