TWO OEMS ADMIT THEY'RE SCARED / TESLA INDIA NEARING DEAL / FARLEY'S IMPRESSIVE CANDOR

EV Channels Review

This episode of Electrified covers a range of significant developments in the EV industry. A key focus is LG Energy Solution's expansion of 4680 battery production, which will benefit Tesla's Cybertruck and potentially other automakers. The discussion also delves into the ongoing debate between Tesla Vision and ultrasonic sensors, concluding that both have situational pros and cons. The video highlights Tesla's progress on its Hollywood Supercharger and Diner, a new patent for smart shift technology, and a temporary delay in Model S and Model Y Performance deliveries due to EPA range figure retesting. Furthermore, it addresses Tesla's push for arbitration in class-action lawsuits regarding mileage claims and software updates improving cold-weather charging and range estimation. The potential entry of Tesla into the Indian market, contingent on import duty concessions, is also explored, alongside insights from Tesla's VP of Engineering, Lars Moravy, on the new Model 3's improvements. The episode touches upon Elon Musk's decision to move Tesla's incorporation to Texas and his intent to appeal the Delaware verdict, as well as Lucid's price cuts and GM's Super Cruise expansion. Finally, it notes Ford's candid admission of being threatened by low-cost Chinese EVs and the implications of Tesla's 13G filing regarding Elon Musk's share ownership.