Electrified

Fsd V13's Craziest Highlights Yet A New Tesla Enemy New Tesla Semi Customer

This video from Electrified provides a comprehensive overview of recent Tesla developments, with a strong focus on the advancements in Full Self-Drivi... moreng (FSD) version 13. The reviewer highlights significant improvements in FSD's ability to navigate complex urban environments, including handling intersections, pedestrians, and traffic signals more effectively than previous versions. While acknowledging a potential red light incident, the overall impression is that FSD v13 is a major step forward, making urban driving less daunting for passengers. The review also touches upon Tesla Energy's strong performance, with significant deployment of Megapacks and Powerwalls, and discusses Tesla's EU sales figures, which show a year-over-year decline. The Cybertruck's "Cybercab" concept is explored, emphasizing its unique design and the confirmation that it will be available for ownership and lease without a steering wheel. A key segment addresses the potential trade action against Chinese graphite imports and Tesla's historical lobbying for exemptions, posing a question about future government support for domestic production versus Tesla's needs. Finally, the video announces a new Tesla Semi customer, Saia LTL Freight, and notes the stock's volatility following Federal Reserve news. less

Elon and the Reuters Bombshell / Desperation Sets In / The Great Consolidation Begins

The video delves into several critical aspects of Tesla's current landscape, starting with sales data and addressing controversies surrounding AI... more4 and FSD version 13. The host highlights Tesla China's performance, noting domestic sales strength offset by weaker exports, and discusses the potential impact of expiring incentives. A significant portion is dedicated to the rollout of FSD v13.2.1 for AI4 customers, with a discussion on the potential bifurcation between AI4 and older hardware (AI3), noting the new version leverages higher-resolution AI4 cameras. While acknowledging reports of AI4 computer failures, the host emphasizes it appears to be a minor issue affecting less than 1% of deliveries. The review also touches on broader industry trends, such as the consolidation among legacy automakers like Honda and Nissan, driven by competition from Tesla and Chinese EV makers. Finally, the video examines the political and media landscape surrounding Tesla and Elon Musk, questioning the narrative presented by Reuters and its potential ties to government contracts, while also touching on Tesla's domestic lithium refining efforts and the ongoing battle at Giga Berlin. less

Mary Barra on Licensing FSD, Cybertruck Homologation in China, TSLA Stock

The video discusses Tesla's potential Cybertruck homologation in China, noting it's classified as an M1 passenger vehicle, which is unusual ... morefor a pickup. While this is a regulatory step, immediate launch isn't guaranteed due to modifications needed for market access. The host also touches on the broader EV market, citing a study where 92% of EV drivers wouldn't return to ICE vehicles, and highlights the plunging cost of battery storage. A significant portion of the video is dedicated to GM's decision to cease funding Cruise's robo-taxi operations and reabsorb the technology for advanced driver-assistance systems in personal vehicles. The reviewer expresses strong skepticism about GM's strategy and Mary Barra's statements, contrasting it with Tesla's progress in autonomy. The video also briefly covers Lucid Gravity, Tesla's stock performance, and strong sales in China. less

Things Getting Crazy at Tesla / Optimus Removes Code / Dojo Gen 3 / Groundbreaking EV Study

The latest episode of Electrified dives into several key Tesla developments, with a significant focus on the upcoming, more affordable Model Q (intern... moreally codenamed Redwood). The reviewer highlights that while the 'Model Q' name is a misinterpretation by Chinese sources, Tesla has confirmed plans for new, affordable models launching in the first half of 2025, potentially priced below $30,000 after subsidies. The vehicle is expected to be 15% smaller and 30% lighter than a Model 3, utilizing an LFP battery with estimated ranges around 310 miles. The episode also provides extensive details on the Cybercab, emphasizing its extreme manufacturing efficiency (aiming for 80 parts), potential 5.5 miles/kWh efficiency, and a target build cost under $30,000. The reviewer notes the Cybercab's design prioritizes ease of cleaning and repair, with a simplified interior and no side mirrors. Other topics covered include the impressive progress of the Optimus robot, particularly its ability to navigate uneven terrain without vision, and the ongoing development of FSD v13. The review touches upon Tesla's Dojo Gen 3 chips and a new study suggesting EV batteries may last significantly longer than previously estimated. less

Tesla's Great Awakening Has Started / EV Charging Takes Huge Leap / Tesla Semi Rumor

This episode of Electrified dives into several key Tesla developments, with a strong focus on the advancements in Full Self-Driving (FSD) technology. ... moreThe reviewer highlights Tesla's FSD v13.2, noting its "incredibly good" performance through challenging scenarios and a significant improvement over previous versions, potentially reducing interventions to one every 10,000 miles. The potential for FSD to generate recurring revenue is presented as a major growth driver. The review also touches on the Optimus robot's integration into Tesla's energy storage and manufacturing, with a projection of over 1,000 units operating by the end of 2025. Bank of America's increased price target for Tesla stock is attributed to these AI and robot initiatives. Other topics include Tesla's Megapack supply for a French battery storage project, a significant drop in Tesla sales in Germany, and the US government's adoption of Tesla's NACS standard for federally funded EV chargers. The episode concludes with a rumor about Tesla Semi pilot production line shutdown and a brief mention of Tesla's Bitcoin holdings. less

FSD v13 Producing Highlight Clips / Tesla on Record Pace / Cybertruck Rumor

This episode of Electrified provides a comprehensive update on Tesla-related news, touching upon Elon Musk's pay package, production milestones, ... moreand future product rumors. The host highlights the legal complexities surrounding Musk's compensation, suggesting a lengthy appeal process for the Delaware court decision. Significant progress is noted at the Tesla Semi factory, with a new foundation area likely designated for stamping operations. The Model 3 Long Range receives praise, being named one of Car and Driver's top 10 cars for 2025, lauded for its value and improvements. Cybertruck production rumors are discussed, with speculation pointing towards production upgrades or maintenance rather than a halt. The video also touches on the potential for Tesla's wrap and license plate customization to expand to other models and introduces the upcoming Sony Honda Mobility prototype. Finally, the episode briefly covers advancements in EV battery technology and charging infrastructure, alongside commentary on US EV manufacturing competitiveness. less

Elon's Pay Package Rejected (Again) - What's Next / Tesla's FSD v13 / What Lease Buyouts Mean

The video provides a comprehensive update on Tesla, covering a range of topics from financial news to software advancements. A significant portion is ... morededicated to Tesla's FSD v13.2, highlighting its improved AI capabilities, increased training compute, and new features like auto-shifting and enhanced city street driving. While early drives are promising, the reviewer emphasizes the need for wider release data to form a definitive opinion, suggesting 2025 could be the year for FSD timeline realization. The review also touches on the controversial rejection of Elon Musk's 2018 pay package, noting the legal complexities and Tesla's intent to appeal. Other key points include the rollout of the 2024 holiday software update with new features like Apple Watch integration and preferred charge level settings, a discussion on lease buyouts and their potential implications for robo-taxi services, and a brief mention of Optimus's teleoperated hand advancements. The reviewer expresses skepticism about a $7.54 billion loan to a Stellantis/Samsung joint venture, contrasting it with perceptions of Tesla receiving government handouts. Overall, the content is informative, though the FSD verdict remains pending wider data. less

The Autonomous Boom Set in Motion / Tesla Is Up to Something / Big Win for Tesla Energy

The latest episode of Electrified delves into several key Tesla developments, starting with an efficiency improvement for Sentry Mode, which is initia... morelly rolling out to the Cybertruck but expected for other models. The host critiques Jaguar's marketing approach, contrasting it with Tesla's focus. A significant portion discusses the dramatic cost reduction in battery systems in China, highlighting the price disparity between Chinese and US-made components and its potential impact on Tesla's Megapack pricing. The review touches on the ongoing protests at Giga Berlin and the minister's political stance towards Elon Musk. It also covers the intriguing interaction between Kim Kardashian and Optimus/Cybertruck, suggesting potential future announcements. The discussion on autonomous vehicles (AVs) is extensive, featuring insights from a potential new Transportation Secretary nominee, Sean Duffy, who appears optimistic about AV adoption and regulatory frameworks. The episode also addresses FTC warnings regarding vehicle data collection and a lawsuit against GM, promoting DeleteMe as a solution for privacy concerns. Finally, it reports on Tesla China's strong delivery numbers and a new retail partnership in Australia. less

Tesla's Latest FSD Impresses / Major Tesla Charging Update: Not What You Think

The video provides an in-depth look at Tesla's latest Full Self-Driving (FSD) 12.5.6.0.3 software, highlighting its improved highway performance ... morewith an end-to-end neural network. While generally impressive, particularly in lane changes and navigating complex highway exits, the reviewer notes instances where the system hesitated or came to an unnecessary stop in city driving, and was overly cautious with pedestrians. The reviewer also discusses a significant update to Tesla's V4 Supercharger cabinets, capable of delivering up to 500 kW for cars and 1.2 MW for semis. This upgrade promises faster charging for Cybertruck and other 800V vehicles, with twice the number of posts per cabinet and improved efficiency, though current Model S/X vehicles are not expected to see immediate benefits. Finally, the video touches on the potential repeal of EV tax credits under a Trump administration, which could negatively impact the broader EV market but potentially offer Tesla more flexibility in sourcing and pricing. The reviewer concludes that while the tax credit repeal is a net negative for the EV industry, Tesla may ultimately benefit from legacy automakers scaling back EV development. less

Ridiculous Tesla Semi Reporting / Tesla's Confusing Update / Latest on Tesla and Hertz

The video discusses several key updates and news items concerning Tesla. A significant point is the new service history log feature in Tesla's up... moredate 2024.3.02, which aims to increase transparency for used vehicle sales. The host also touches upon the projected surge in returned EV leases in 2026, suggesting potential downward pressure on used EV prices. Partnerships in the charging infrastructure space, such as Blink Charging's agreement with Charge Hub, are highlighted for improving accessibility. The report on Tesla China's sales shows a strong year-over-year increase, particularly for the Model Y. Giga Berlin's 5-year anniversary is celebrated with production milestones, though the output is noted as potentially lower than expected capacity. Hertz's financial struggles with its EV fleet, including a significant impairment charge and plans to sell off EVs, are detailed, indicating a potential easing of downward pressure on used Tesla prices. The video also critiques questionable reporting regarding Tesla Semi demand, with the host emphasizing its total cost of ownership advantage. Finally, updates on Waymo's expansion and GM's new Cadillac Visti are briefly mentioned. less

Elon's Influence Skyrocketing / Battery Business Is Booming / Tesla's Stock Run

The video discusses several key developments impacting Tesla and the broader EV market. A significant portion focuses on the burgeoning battery storag... moree market in Australia, highlighting its essential role in grid stability and the substantial growth projected by 2030, with Tesla's Megapacks noted as performing well. The review also touches upon regulatory scrutiny, specifically NHTSA's investigation into Tesla's FSD communication following a user testimonial repost, emphasizing the need for clear driver feedback when system capabilities are exceeded. Potential impacts of US tariffs on German automakers are explored, with BMW's local production offering a competitive advantage. The sighting of a Cybertruck 'Cybercab' suggests potential progress towards autonomous ride-hailing services, which could be a major factor in Tesla's recent stock surge. India's efforts to boost EV imports via a revised scheme are detailed, though significant investment and localization requirements present challenges. The video also highlights the immense investor interest in Tesla options, signaling strong market optimism, and touches on Elon Musk's increasing influence within a potential Trump administration, suggesting a pro-EV and pro-AI policy direction. Finally, it briefly mentions FSD 12.5.6 rollout and a tragic accident underscoring the importance of knowing manual door override procedures. less

Tsla Stock Soaring / Toyota: We Can't Do It / Automakers Enter "War Rooms"

The latest episode of Electrified delves into a range of Tesla-related news and market dynamics. Host Dylan Loomis touches upon an intriguing internal... more Tesla story highlighting the significant financial upside of early employee stock options. The discussion extends to Tesla's expansion into the Philippines market, noting the country's growing auto industry and favorable EV incentives, suggesting a potential for substantial unit sales. A key segment addresses the ongoing debate around humanoid robots, with insights from John Carmack and Elon Musk emphasizing manufacturing scalability as the critical factor for Optimus's success, positioning Tesla's manufacturing prowess as a distinct advantage. The review also covers the Cybertruck's recent award in Germany despite its unavailability in Europe, and the introduction of leasing options, which the host suggests might indicate softer-than-expected demand. Furthermore, the upcoming Model Y 'Juniper' refresh is discussed, with speculation about the inclusion of a front bumper camera, mirroring the Cybertruck. The episode also highlights Tesla China's compliance with new automotive privacy regulations and provides an update on Tesla's stock performance, which has seen a remarkable surge. Finally, the program contrasts Toyota's challenges in meeting California's EV mandates with Tesla's agility, underscoring the legacy automakers' struggles in the rapidly evolving EV landscape. less

New Tesla Battery Pack / Giga Mexico Meeting / Lucid & Rivian Earnings

The video discusses several key developments in the EV space, with a significant focus on Tesla. The Giga Mexico plant's future remains uncertain... more, contingent on potential US import tariffs under a Trump presidency, with speculation that the factory might be relocated to the US if tariffs are imposed. A potential upgrade to the entry-level Model 3 and Model Y battery pack from CATL is highlighted, promising a slight capacity increase and improved charging speeds, though its availability in the US is questioned due to IRA tax credit eligibility. The report also touches on Tesla's energy storage business with a significant Megapack deal in Australia. Beyond Tesla, the video covers Xpeng's new humanoid robot, Nissan's financial struggles and layoff plans, and Audi's new EV brand in China. Lucid's Gravity SUV configurator is praised, but its high starting price and the company's financial performance, including a significant loss per vehicle, are noted. Rivian's Q3 earnings also fell short of expectations, though they reaffirmed their path to positive gross profit. The overall sentiment suggests a challenging but dynamic period for the EV market, with affordability and evolving government policies being major factors. less

The Most Bullish Thing That Could Happen for Tesla

This video explores the potential implications of a Trump presidency on Tesla, focusing on policy shifts rather than direct EV advocacy. The host, Dya... moren Loomis, outlines several key areas: the Inflation Reduction Act (IRA) tax credits, public EV charging infrastructure, EPA emission standards, tariffs, and critical mineral mining. A significant concern is the potential gutting of the IRA, which could materially impact Tesla's profitability, though the host speculates Tesla might lower prices to maintain affordability. The video also touches on the possibility of federal autonomous vehicle regulation, which is presented as a major bullish catalyst for Tesla, potentially accelerating the rollout of cybercabs and FSD. While acknowledging potential short-term negative policy impacts, the overall sentiment leans towards a more favorable regulatory environment and increased focus on domestic manufacturing and autonomous technology under a Trump administration. The host emphasizes that while Trump may not be an EV fan, he is likely to recognize Tesla's contribution to US manufacturing and its leadership in autonomous vehicles. less

A Big Strategy Shift for Tesla / An Ominous Sign / Tesla Integrations Coming

The video discusses several key developments for Tesla, including initial concerns about Cybertruck demand, which the host suggests might be premature... more given anecdotal evidence and the vehicle's recent eligibility for business tax credits. A significant shift in Tesla's strategy is highlighted with the launch of third-party business-to-business tokens, enabling more secure and official interaction between external applications and Tesla vehicles, potentially enhancing the owner experience. The production milestone of 10,000 Megapacks from the Lathrop facility is noted, indicating substantial revenue and profit generation. Tesla's appointment of its first global brand ambassador, Kim Yayi in South Korea, is presented as a potential move to counter negative EV sentiment in the region following recent fire incidents. The review also touches upon Cybertruck accidents, software updates including improved cold-weather Supercharging and blind-spot warnings, and progress on the Tesla Diner and new Supercharger locations. Finally, it covers Tesla's North American parts sourcing, with the Model 3 Long Range and Cybertruck ranking highly for American-made parts, and updates on FSD rollout targets. less

It's Impossible / A Long Awaited Tesla Update / Autonomous Race Heats Up

This episode of Electrified delves into several critical Tesla updates and industry trends. A significant highlight is the new powertrain endurance op... moretion for track use, allowing drivers to manage thermal performance over longer periods, though it's currently exclusive to the 2024 Model 3 Performance. The video also touches on Tesla's ongoing efforts to reduce Sentry Mode power consumption, with initial findings on the Cybertruck suggesting potential improvements for the wider fleet. The discussion addresses concerns about Tesla's depreciation, clarifying that much of it is a normalization of pricing rather than a reflection of vehicle longevity. Furthermore, the episode examines the evolving regulatory landscape for autonomous driving, particularly Elon Musk's focus on the next four years. Market data from California indicates Tesla's continued dominance in the EV sector, with the Model Y and Model 3 leading sales, despite a slight year-over-year dip in registrations. The review also contrasts Tesla's approach to autonomy with competitors like BYD, questioning the latter's capabilities and safety. Finally, the video touches on the Boring Company's Cyber Tunnel progress and the competitive advancements in the robotaxi space by companies like Zoox. less

Icon Raves About Tesla's Speed / New Tesla Product Available / Don't Gloss Over This

The host of Electrified provides a comprehensive overview of recent Tesla news and industry developments. Key highlights include the potential launch ... moreof Tesla's ride-hailing service, with projections suggesting a massive revenue opportunity. The review delves into Elon Musk's unique management style, emphasizing his deep engineering involvement and rapid problem-solving approach, which contributes to the speed and efficiency of his companies. The video also touches upon Tesla's environmental impact, showcasing infographics on reduced lifecycle emissions for autonomous driving and EVs. Comparisons are drawn between Tesla's performance and emerging competitors like the Xiaomi SU7, which has set a new Nürburgring lap record. Additionally, the integration of Tesla's Supercharger network with Volvo and Polestar vehicles is discussed, alongside updates on Tesla Energy products like the Powerwall 3 expansion unit. The host also addresses potential delays in Model Y deliveries due to EPA recertification and touches upon the significant talent migration from Stellantis to BYD. Finally, the video briefly covers xAI's funding talks and Lucid's pricing for the Gravity SUV. less

Tesla Announces New Standard / VW in Nightmare Situation / Wall St. on Tesla Raising Money

This episode of Electrified delves into several key developments for Tesla and the broader automotive industry. The discussion highlights Tesla's... more strategic approach to servicing its Semi trucks, particularly in charging infrastructure, leveraging its extensive experience with DC fast charging to offer cost-effective solutions to fleet customers. Consumer Reports data is presented, indicating a growing interest in EVs among dealership visitors, suggesting a positive trend for market share growth. The analysis also touches upon Tesla's financial strategy, exploring the potential benefits and implications of a capital raise, while noting the company's strong operational cash flow. A significant portion is dedicated to Tesla's new 'Low Voltage Connector Standard' (LVCS) and its 48-volt architecture, aiming to simplify manufacturing and reduce costs across its vehicle lineup, with an invitation for industry-wide adoption. The report also covers Tesla's potential expansion into India, the unveiling of the Cybercab at Giga Texas, and the anticipated rollout of adaptive headlights in North America. Finally, the episode contrasts Tesla's market position with Volkswagen's struggles, detailing VW's significant restructuring plans, factory closures, and layoffs due to high costs, competition, and a slower EV transition. The legal ruling regarding Elon Musk's past tweet about unionization is also mentioned. less

Tesla's Targeted Expansion / That Didn't Last Long / VW Copying...Everyone

This episode of Electrified covers a range of EV news, with a significant focus on Tesla. The reviewer highlights Tesla's expansion efforts, incl... moreuding a large new facility in Queens, New York, potentially becoming their biggest sales, delivery, and service center globally. The Cybertruck is mentioned multiple times, including its integration into the referral program and its FSD capabilities in off-road environments. The video also touches on Tesla's "Project Juniper" (believed to be a Model Y refresh) and the "Oasis" supercharging site in California, emphasizing its large scale with solar and battery storage. Other topics include FSD trial extensions, cleaner air benefits of EVs, a chemical spill at Tesla's engineering HQ, and a promotion for Mike Snyder to VP of Energy and Charging. The review also discusses the performance of plug-in hybrids in the US, the unveiling of the all-electric Scout SUV and pickup, and updates on Waymo's expansion and funding. The editorial tone is objective, presenting news and observations without strong bias, though the reviewer expresses skepticism about Tesla's use of a specific image to demonstrate air quality improvements and questions the necessity of Cybertruck incentives. less

Tesla Investors: Get Ready Now - What Was Missed in the Record Q3 Report

This video provides an in-depth analysis of Tesla's record Q3 earnings report, focusing heavily on the advancements and future potential of its F... moreull Self-Driving (FSD) technology. The reviewer highlights significant improvements in FSD's miles per intervention (MPI) data, with projections of a 1000x improvement by year-end and further gains with version 13. While acknowledging Elon Musk's typically optimistic FSD forecasts, the reviewer notes the increased compute power dedicated to training as a key driver of these advancements. The discussion extends to the Cybertruck, which has achieved gross margin profitability, and the potential for volume production in 2026. The video also touches on the development of more affordable Tesla models, suggesting they may be variants of existing Model 3/Y rather than entirely new platforms, with a target price under $30,000 after incentives. Financials reveal strong automotive gross margins, even after adjusting for deferred revenue, and record operating margins, indicating Tesla's robust financial health and efficient cost management. The reviewer concludes that Tesla is well-positioned for future growth, outperforming legacy automakers due to its focus on AI and software. less

Tesla Shuts It Down / Not the FSD Update We Want / The App We All Want Is Coming

The latest episode of Electrified dives into several key Tesla developments. A significant portion focuses on the rumored 'Project Juniper' ... moreModel Y refresh, with production reportedly starting in China in November, albeit at a low volume and under strict 'closed-loop' conditions to prevent leaks. The refresh is expected to feature design cues from the Cybertruck, including a full-width light bar and new headlights, with a potential US release mid-next year. The video also touches on Tesla's patent filings for 'Cybertruck' and 'Cyberbus,' and addresses the ongoing debate around FSD's reliance on vision-only navigation, highlighting its capability even when map data is outdated. A discussion on wireless charging efficiency debunks MKBHD's initial claims, with Tesla and Elon Musk asserting high efficiency levels. The potential release of a Tesla Watch app is also mentioned as a positive development for Apple Watch users. The review criticizes the continued subsidization of fossil fuel company cars in Europe, contrasting it with EV incentives. Finally, the video notes changes to Cybertruck range extender options and delivery timelines, as well as regulatory delays for FSD in the UK, EU, and China, suggesting a pushback of the European and Chinese FSD rollout to Q1 2025 or later, pending approval. less

Tesla Slowly Unveiling Its Plans / Big Cybertruck Change / Tesla's Battery Sourcing Play

The video provides a comprehensive update on Tesla's recent developments, focusing on the Cybertruck's wireless charging capabilities, its m... morearket positioning, and regulatory challenges. The reviewer highlights the potential of wireless charging, estimating a 137.5-mile range addition per hour at 25kW, while acknowledging that production-ready speeds and charging curves remain uncertain. A significant portion addresses the Cybertruck's pricing and its eligibility for tax credits, noting that the Foundation Series, while available, currently only qualifies for commercial credits, leaving many reservation holders awaiting a more affordable option. Criticisms from European safety organizations regarding the Cybertruck's size and crash absorption are discussed and largely dismissed as 'FUD' (Fear, Uncertainty, and Doubt) by the reviewer, who emphasizes Tesla's strong safety record. The FSD transfer program's return and ongoing NHTSA investigation into FSD's performance in low visibility conditions are also covered. Additionally, the video touches upon Indonesia's potential nickel exports to the US, Tesla's new 'We Robot' landing page, and a unique prefab Supercharger installation in Australia. Finally, it briefly mentions a free FSD trial for some owners and a positive review of the GMC Sierra EV as a competitor. less

Tesla Was Sandbagging / Teleoperation: They Were Wrong / Tesla's Lithium Refinery

The video provides an in-depth look at Tesla's Optimus robot, addressing recent skepticism surrounding its teleoperation capabilities. The host a... morergues that Tesla was not sandbagging but rather taking a cautious approach by using human assistance to ensure smooth demonstrations, especially given the tight development timeline. The review highlights Optimus's new charging dock, its environmental perception using point cloud maps, and its ability to handle a 11kg tray. While the current version lacks the new hand seen previously, it's noted as a "generation 2.2" with production-ready "generation 3" expected soon. The host emphasizes that teleoperation is crucial for data collection, enabling Optimus to learn autonomously. The video also touches upon Tesla's expanding Supercharger network, updates on the Tesla Semi and Cybertruck, and progress on the lithium refinery, though the latter is experiencing delays. Overall, the host expresses impressive progress for Optimus, especially considering its development over the past two years. less

This Is Unheard Of / Autonomous Regulations Changing? / GM Going Digital

The host reviews the latest updates and news surrounding Tesla and the EV industry. A significant portion is dedicated to the regulatory hurdles facin... moreg Tesla's Cybertruck robotaxi, highlighting the complex approval process with NHTSA and state permits, and contrasting it with Nuro's earlier exemption. The review of the new Model 3 'Highland' is highly positive, praising its significantly reduced noise levels and improved highway range, calling the deceleration improvements 'unheard of' for a facelift. Updates on Tesla's PowerShare for Cybertruck and Powerwall are also discussed, with timelines for broader availability. The host touches on Tesla's Q3 earnings expectations, the EU's 2035 combustion engine ban, Nissan's upcoming NACS adapter for the Ariya, and advancements in Tesla's Optimus bot and FSD software, with FSD 12.56 receiving particularly strong praise for its performance. Finally, the report notes Tesla's expansion into Chile with Superchargers and GM's move towards virtual vehicle development. less

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