REPORT: TESLA'S GLOBAL FSD ROLLOUT / IS FIGURE FOR REAL? / TESLA ADDS FEATURE BACK?

EV Channels Review

This "Electrified" episode delves into several critical developments impacting Tesla and the broader EV market. A significant portion focuses on potential tariffs on Chinese graphite, a key battery component, which could drastically increase Tesla's battery costs. The report also touches on Figure AI's advancements in robotics, presenting their new "Helix" vision-language-action model as a potential breakthrough in generalized AI for robots, though skepticism remains. On the automotive front, the video discusses the potential delay in Tesla's FSD rollout in China, possibly linked to trade negotiations, and the competitive pressure from local players like BYD. It highlights Tesla's agreement with Watt EV for 40 Semi trucks in 2026, underscoring the Semi's capabilities and Watt EV's role in heavy-duty electrification. Additionally, updates on Supercharger virtual queuing, potential Model 3 turn signal stock return, and the Cybertruck's impressive safety ratings are covered. The episode concludes with speculation about Tesla's India market entry, including plans for a sub-$25,000 EV, but notes potential hurdles with import tariffs and local manufacturing.