TESLA'S GEOFENCE CONTROVERSY / TESLA CANCELS PROGRAM / FSD GOES GLOBAL

EV Channels Review

The video provides a comprehensive update on Tesla's Full Self-Driving (FSD) capabilities and global expansion, highlighting its launch in Australia with specific pricing and trial information. The reviewer expresses initial impressment with FSD's performance in a right-hand drive market, noting its potential to outperform many human drivers. A significant portion discusses the controversy surrounding geofencing and argues that safety record, gross bookings, and cost per mile are more critical metrics than geofence size for autonomous driving success. The review also touches upon Tesla's energy plan sunsetting in Australia, a potential new Model Y Performance variant with updated specs, and mixed sales data for Tesla in the EU, contrasting with strong order flow in China. The segment on autonomous testing in the Boring Company tunnels in Las Vegas suggests a cautious outlook on rapid deployment. Finally, the video clarifies Tesla's 'photon-in, controls-out' approach to FSD, emphasizing its independence from HD maps, and discusses upcoming software updates and potential inventory adjustments.