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EV Channels Review

The host discusses Tesla's FSD Beta 10.11 release, highlighting improvements in vector space detection for reduced computational power and increased accuracy, while noting potential fixes for phantom braking. Elon Musk's controversial tweets challenging Vladimir Putin are briefly mentioned. The video delves into inflation's impact on Tesla and SpaceX, with the host agreeing that Tesla is well-positioned to handle it due to brand power and pricing flexibility, though expecting compressed margins in Q1 and Q2. A new Tesla pickup service at Giga Berlin is introduced, allowing after-hours vehicle collection. The potential introduction of a new, lower-range, all-wheel-drive Model Y in the US is analyzed, with speculation about its battery technology (likely LFP, not 4680) and production origin (possibly Fremont). Panasonic's progress on 4680 cells is confirmed as viable for Tesla. Finally, Ford's significant EV expansion plans in Europe, including new models based on VW's MEB platform and a commercial EV battery facility, are detailed, alongside Ford's new electric university program.