AUTO EXEC: INDUSTRY IN TURMOIL / TESLA HW3: TIME TO UPGRADE? / FSD 12.5 FIRST DRIVE

EV Channels Review

The host provides an in-depth look at Tesla's FSD 12.5, highlighting significant improvements over previous versions, particularly in handling complex scenarios like road closures and lane changes. While acknowledging that FSD 12.5 is not yet perfect, the reviewer notes a substantial reduction in disengagements and a smoother driving experience compared to 12.36. A key takeaway is the potential for Hardware 4 to unlock an 8x increase in parameters, suggesting that current Hardware 3 owners may need to be patient for full optimization. The video also touches on Tesla's regulatory credit sales, the potential partnership with xAI, and broader industry turmoil, including production delays from other automakers and declining profitability. JD Power's latest appeal study is discussed, noting that while Tesla's score would be average, newer EVs from traditional manufacturers are surpassing Tesla in owner emotional attachment.