PODCAST: TESLA GETTING CLOSE TO FSD?, EQUINOX EV IS HERE, CHINESE EVS, AND MORE

EV Channels Review

This podcast episode delves into several key developments in the EV space, with a significant focus on Tesla's Full Self-Driving (FSD) progress. The hosts express cautious optimism regarding Elon Musk's claims of a 5x-10x improvement in miles per intervention for the upcoming FSD v12.4, while also highlighting Tesla's historical lack of transparency with data. They note the potential impact of new camera hardware being tested on a Model 3 prototype, possibly for future vehicles or ground truth testing. The discussion also covers Tesla's aggressive 0.99% APR financing for the Model Y, aimed at stimulating demand amidst high interest rates, and the controversial decision to drop Steam gaming support. Other topics include the start of Chevrolet Equinox EV deliveries (though not the base model), a facelifted Kia EV6 with increased range, and the significant US tariff increase on Chinese EVs to 100%, a move intended to protect the domestic auto industry. Finally, the launch of NIO's low-cost Onvo L60 EV is presented as a potential high-volume competitor, drawing parallels to the Model Y's design and success.