ELON AGREES: IT'S TIME / RIVIAN'S HUGE DAY...BUT / INDUSTRY AUTO SALES

EV Channels Review

This episode of Electrified covers several key developments in the EV industry. The host discusses a new predictive fog notification in Tesla's UI and provides an update on the upcoming Model Y refresh, noting the potential for a full-width rear light bar and increased production capacity at Giga Shanghai. A significant portion is dedicated to issues observed with Tesla's FSD v13, particularly concerning left turns and lane positioning, with the host emphasizing the importance of timely driver intervention for effective system training. The review also touches on the Cybertruck incident, clarifying that Tesla confirmed FSD was not engaged during the event. Key card functionality, the unconfirmed acceptance of Dogecoin for charging, and Tesla China's December wholesale figures are also mentioned. The latter half shifts to broader industry sales data, highlighting Ford's growth in electrified vehicles, GM's overall sales increase, and comparing global EV sales between Tesla and BYD, with Tesla retaining the lead despite BYD's higher model count and domestic focus. Rivian's Q4 performance, exceeding expectations despite production challenges due to retooling, is analyzed, with the host expressing cautious optimism about its survival, particularly concerning the R2 rollout. Finally, updates on Hyundai/Kia tax credit eligibility and Elon Musk's response to shareholder proposals regarding legal action against news outlets are covered, concluding with a strong performance for Tesla stock.