IS LUCID LYING? RESPONSE / TESLA GETS AMD CHIPS / TESLA SKIPS ON $1B SUBSIDY

EV Channels Review

The host addresses the controversy surrounding Lucid's battery pack size, specifically the discrepancy between the claimed 118 kWh and the 134 kWh observed during a charging session. While acknowledging the arguments that Lucid might be inflating its efficiency metrics by understating its battery capacity, the host presents a nuanced perspective. He explains how charging inefficiencies, inaccurate display readings from charging stations, and flawed reverse-engineering calculations can account for the observed figures. The host argues that calling Lucid a scam based on current data is premature and reckless, suggesting that the pack size could indeed be 118 kWh. He emphasizes the need for more definitive data, such as a teardown by Sandy Monroe, before drawing firm conclusions. The review also touches upon Tesla's adoption of AMD Ryzen processors in Shanghai Model Y Performance vehicles, the expansion of Giga Shanghai, and the controversial requirement for Model S Plaid buyers to purchase additional hardware for its advertised 200 mph top speed. Finally, the host discusses Tesla's decision to forgo a significant EU subsidy for its Giga Berlin battery production, highlighting Tesla's independence from such incentives.