KARPATHY ON ELON & TESLA / FSD ROLLOUT MOVING FAST / MEXICO NEEDS HELP

EV Channels Review

This episode of Electrified provides a comprehensive overview of recent developments in the EV space, with a significant focus on Tesla. The host highlights the rapid rollout of FSD version 12.3.2, noting user frustrations with the distribution strategy. The Cybertruck's production and design are praised, with insights from Munro Live suggesting impressive engineering, though production volume estimates remain conservative. Regulatory challenges in Mexico regarding charging standards are discussed, with Tesla advocating for the North American Charging Standard. The review touches on financial outlooks, with Morgan Stanley predicting a significant drop in Tesla's operating margin, and also delves into technical aspects like Tesla's active damping controls for a smoother driving experience. The episode concludes with updates on solid-state batteries, EU incentives, and new EV models from various manufacturers.