TESLA'S BIG FSD ROLLOUT MONTH BEGINS / GIGA BERLIN EXPANSION / RIVIAN EARNINGS

EV Channels Review

This episode of Electrified covers several key developments in the EV space, with a significant focus on Tesla. The rollout of FSD 12.5.1 to Hardware 3 vehicles, including the Cybertruck, is highlighted as a major step, though with a caveat that it's not guaranteed. Giga Berlin's expansion is contingent on market demand, indicating a pause in growth despite serving the right-hand drive market. Tesla's shelved plans for a Thailand factory, shifting focus to charging infrastructure, and the withdrawal of similar plans in Malaysia and Indonesia suggest a strategic pivot away from new global manufacturing sites for now. The report touches on the minor impact of Rosman's decision to stop fleet purchases from Tesla due to political reasons, emphasizing the negligible economic effect. The video also discusses the broader EV policy landscape, with Toyota lobbying for continued hybrid support and a unified regulatory approach. Rivian's Q2 earnings beat expectations, though gross profit per unit remains a concern, with improvements expected in Q3 due to factory upgrades. The episode concludes with updates on Cruise's safety culture transformation and Waymo's service area expansions.