TESLA DROPS 3 HUGE BOMBSHELLS ON EARNINGS CALL

EV Channels Review

This episode of EVChannels dives deep into Tesla's Q4 earnings call, highlighting several significant announcements. The most impactful revelation is the impending legal launch of unsupervised Full Self-Driving (FSD) in Austin, Texas, by June 2025, with a subsequent rollout to California. This advanced Level 3 autonomy, distinct from current Level 2 systems, will initially be deployed as a paid service, likely utilizing Tesla's own fleet as robo-taxis. A key point of discussion is the mandatory upgrade of all Hardware 3 vehicles to Hardware 4 for full FSD capability, a cost Tesla will cover for those who purchased FSD. The video also touches on the impressive sales figures for the refreshed Model Y in Asia, with over 70,000 pre-orders in China within five days, and notes its design input from the Tesla China team. Other topics include the potential licensing of FSD to other automakers, Rivian's upcoming Level 2 and Level 3 autonomy, Tesla's lawsuit against the EU over tariffs, Washington State's proposed ban on direct sales, and the Cybertruck's enhanced charging speed on V4 Superchargers.