PODCAST: TESLA TRIES TO MAKE FSD MAINSTREAM, POLESTAR 4, FISKER IS DONE, AND MORE

EV Channels Review

This episode of the Electrek Podcast delves into several critical developments in the EV market. A significant portion is dedicated to Tesla's Full Self-Driving (FSD) capabilities, with discussions on the new V12 software, Elon Musk's mandate for FSD demos on all new deliveries, and the company's shift in language to 'Supervised Full Self-Driving.' The hosts express skepticism about the current state of FSD, highlighting its cautious speed and the crucial role of human supervision for safety, suggesting the recent initiatives are partly aimed at boosting sales in a potentially weak quarter. The podcast also touches on Tesla's delivery estimates, which are reportedly lower than expected, and the impressive but costly ramp-up of the Cybertruck, noting early reports of rear motor failures and panel gaps. Other key topics include GM's potential licensing deal with CATL for LFP battery technology, the US pricing and market positioning of the Polestar 4, Ford's challenges with the F-150 Lightning demand leading to job cuts, and the dire financial situation of Fisker, which has drastically slashed prices in a last-ditch effort to survive.