STARLINK NATIVE IN TESLAS? FSD REGULATORY CHANGE TIME TO TALK ABOUT RIVIAN

EV Channels Review

The video discusses a Tesla patent for a new smart roof, clarifying it's likely for the Cybertruck's CyberCab and not a full Starlink broadband integration, but could support low-bandwidth satellite communication like GNSS. The reviewer expresses skepticism about a full Starlink rollout, citing the patent's focus on GPS-like systems and insufficient hardware for broadband. The discussion then shifts to AI and regulatory developments, including an executive order aimed at challenging state AI regulations, which could potentially accelerate Tesla's robo-taxi plans. The FSD V14 is praised by multiple sources for its advanced capabilities, with some suggesting it's nearing solved autonomous driving. The potential for Tesla retail investors to receive SpaceX IPO shares is also highlighted. Finally, the review touches on Rivian's autonomy and AI day, with the host questioning their decision to use LiDAR and emphasizing that autonomy is primarily a software challenge, an area where Tesla holds a significant lead. Rivian's AI assistant integration is noted as a positive step for software-defined vehicles.