Electrified is a premier distributor focused on the dynamic world of electric vehicles, energy, and investment.
This distributor specializes in content that delves into the innovations, business strategies, and market dynamics surrounding key players like Tesla. From exploring legal challenges and technological breakthroughs to investor relations and the broader landscape of electrification, Electrified provides a comprehensive look at the companies shaping the future of transportation and energy.
This distributor specializes in content that delves into the innovations, business strategies, and market dynamics surrounding key players like Tesla. From exploring legal challenges and technological breakthroughs to investor relations and the broader landscape of electrification, Electrified provides a comprehensive look at the companies shaping the future of transportation and energy.
Corruption at Its Finest / Tesla Challenges Court Ruling / Buc-ee's Contract / Tesla is Amazon
The video criticizes the Biden administration and GM for overlooking Tesla's leadership in the EV market, particularly in light of GM's significant production and investment in Mexico despite receiving US government subsidies. The host argues that Tesla is the true EV leader, not GM, and highligh...
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Tesla AI Is Now Unleashed / Tesla Slows Production / Cybertruck Induction Charging
The video discusses Tesla's recent production slowdown in China, attributing it to market competition and extended suspensions. It highlights tha... moret despite this, Tesla China's domestic sales are up, though wholesale figures are down. The Cybertruck's production ramp-up is noted, with speculation about its removal from the 'other cars' category and potential margin contribution by Q3/Q4. A significant portion is dedicated to Tesla's AI capabilities, emphasizing that the company is no longer compute-constrained due to a new Nvidia H100 cluster coming online, and its vast, real-world video training data sets are a key differentiator. The review also touches on the Cybertruck's potential for inductive charging, Tesla's participation in cybersecurity events, and the expansion of NACS access. Finally, it covers external news including protests at Giga Berlin, the rejection of an EV mandate in Maine, layoffs at Stellantis due to EV costs, and concerns from auto executives about competitive Chinese EVs. less
Tesla Semi Production, Optimus Trials, Autopark Release Notes, M3L Invites
This episode of Electrified covers a range of Tesla-related news, with a particular focus on the upcoming release of the Model 3 Ludicrous trim, which... more has been spotted testing and is expected to invite global media soon. The host also delves into the latest developments with Tesla's Autopark feature, now vision-only and utilizing the same neural nets as FSD v12, with a potential customer rollout in April. Significant attention is given to Tesla Semi production, highlighting its reliance on supplier parts and the possibility of a modest production run before the high-volume factory is ready. Other topics include Senator Warren's renewed scrutiny of Tesla's board independence, changes to the referral program offering FSD and premium connectivity, an update to the safety score algorithm, the world's first third-party operated Tesla fast-charging station in the UK, and a brief look at Rivian's leasing options and Tesla's stock performance. The review also touches on potentially misinterpreted EU market share data for EVs and early trials for the Optimus bot. less
Is Tesla's 4680 Progress Good? Employee on Robotaxi Licenses, VW Shares Autonomous Plans
This episode of Electrified delves into Tesla's 4680 battery production progress, offering a detailed look at Gigafactory Texas's output. Th... moree host highlights that over 1,000 Cybertruck battery sets were produced weekly, translating to approximately 6.15 GWh annually. While acknowledging Tesla's progress and the potential for future vehicle programs, the review tempers expectations regarding the immediate integration of 4680 cells into Model 3 or Model Y, citing limited inventory buffers. The discussion also touches upon the recent EPA pollution standards, clarifying they are not an EV mandate, and updates on Tesla's intellectual property theft case and price adjustments in China. The episode also briefly covers GM's Ultium production challenges and VW's deepening partnership with Mobileye for autonomous driving systems. Overall, the review provides a balanced perspective on Tesla's advancements while cautioning against overly optimistic projections. less
Nvidia vs. Tesla: Part 1 / Tesla Trade Secrets Stolen / Ford Changes EV Plans Again
This episode of Electrified delves into several key developments within the EV and energy sectors. The discussion highlights Tesla's ongoing adva... morencements in energy solutions, including potential improvements to their solar roof system and the strong performance of their Megapack projects in energy markets. The FSD Beta 12.3 rollout is analyzed, noting its current limitations and the pace of iteration expected in the coming weeks. Regulatory shifts in the US, with the DOE and EPA easing some EV-related standards, are examined, with the host suggesting this might indirectly benefit Tesla by allowing legacy automakers more time to adapt. The video also covers Ford's strategic pivot towards smaller, lower-cost EVs, potentially leveraging former Tesla talent. Finally, a significant portion is dedicated to comparing Tesla and Nvidia, focusing on their roles in AI and autonomous driving hardware, with Tesla being a major consumer of Nvidia's training chips while also developing its in-house solutions. The episode concludes with news of alleged Tesla trade secret theft and a brief market update. less
JerryRigEverything vs. Tesla / Tesla FSD v12.3 Reactions / Toyota Was Right
This episode of Electrified dives deep into the latest Tesla FSD v12.3, showcasing impressive real-world maneuvers and positive reactions from figures... more like Michael Dell. The host highlights Tesla's commitment to safety and rigorous testing, contrasting it with criticisms from JerryRigEverything (Zach Nelson). Nelson's claims that Tesla's FSD is merely a Level 2 system comparable to Ford's BlueCruise are strongly refuted, with the video pointing out Tesla's ability to operate on any US street versus Ford's highway limitations. The review also touches on other Tesla news, including Cybertruck sightings and potential price increases for the Model Y. A significant portion addresses the growing hybrid market share, questioning the long-term EV transition strategy. Overall, the video champions Tesla's FSD progress while critically examining external opinions and market trends. less
Tesla Changes Berlin Plans / India Gives In to Tesla / Interesting Tesla Marketing
The latest episode of Electrified delves into several key Tesla developments. The FSD v12.3 update shows promise with some users reporting extended pe... moreriods without interventions, though early reports highlight issues with recognizing flashing red lights and instances of hard braking. Tesla's Giga Berlin expansion plans have been revised to significantly reduce tree cutting, with employee facilities omitted and storage areas downsized. A new in-app feature simplifies referring friends to Tesla advisors. Marketing efforts are highlighted by a Cybertruck towing a Model Y in a "Made in America" display. The video discusses Tesla's potential for future growth despite current market headwinds, with a strong focus on India's new EV import tax policy, which offers lower duties for manufacturers committing to significant local investment. The review also touches on the Model 3's perceived maturity and comfort, the ongoing challenges with the US NEVI charging program, and a recent study showing favorable total cost of ownership for EVs compared to ICE vehicles. Other news includes a Cybertruck sale on Cars & Bids, a settled racism lawsuit, Nio's upcoming mass-market brand, Nissan and Honda's EV partnership study, dealer sentiment remaining negative towards EVs, a jury award against Tesla in a negligence case, Hertz replacing its CEO after an EV misstep, Cybertruck off-road testing, China's push for domestic chip production, and upcoming Giga Berlin employee elections. less
Tesla FSD v12.3 - The One? Egregious Reporting on Tesla Are We Being Scammed?
This episode of Electrified dives deep into Tesla's Full Self-Driving (FSD) v12.3, with initial user reports suggesting significant improvements ... morein handling complex scenarios like roundabouts and unprotected left turns. While some users experienced a zero-disengagement drive, others noted that highway performance still resembles v11, and auto-speed can be inconsistent, sometimes exceeding speed limits or lagging behind. The discussion also debunks misleading media reports regarding Tesla Semi production in Berlin, clarifying that volume production is likely slated for the US in 2025. The video touches on declining used Tesla prices, the Cybertruck's surprisingly resilient windows against impacts, and Elon Musk's casual approach to Dogecoin adoption. Concerns are raised about the journalistic integrity of outlets like Jalopnik for their reporting on Tesla's touchscreen interface in relation to a tragic accident. Overall, FSD v12.3 shows promise but requires further testing across diverse environments, and media reporting on Tesla continues to be a point of contention. less
Tesla Director Interview, Cybertruck Production Jump, Tesla's Quiet Expansion
This video provides a comprehensive update on Tesla's manufacturing and production, focusing heavily on Giga Berlin and the Cybertruck. Key takea... moreways include the operational status of the 4680 cell factory in Berlin, albeit with components shipped to the US for assembly, and confirmation of ongoing expansion approvals. The director of manufacturing debunks common criticisms regarding water usage and reforestation efforts, highlighting Tesla's commitment to environmental responsibility. The interview also touches upon Tesla's internal automation efforts and the potential for future product lines in Berlin. A significant portion of the video is dedicated to analyzing Cybertruck production data, with insights from Troy Teslike suggesting a ramp-up to approximately 300 units per week. The discussion also covers Tesla's quiet expansion in the Austin region, FSD V12 development, and broader industry news, including competitor updates and market analysis. The reviewer expresses a healthy skepticism towards AI hype and robot developments, while also noting potential overhangs for Tesla stock related to Elon Musk's ownership and investor participation in xAI. less
Potential Autonomous Shakeup / BYD Execs Share Issues / Rivian "Completely Irresponsible"
This episode of Electrified covers a range of EV news, with a significant focus on Tesla's ongoing developments and industry shifts. The host hig... morehlights Tesla's early Cybertruck delivery offer for long-term shareholders, the rollout of Matrix LED headlights to older European models, and the continued testing and refinement of FSD V12.3, noting its improvements in handling complex scenarios like roundabouts but also its occasional hesitancy. The environmental benefits of EVs are reinforced with data showing significantly lower lifecycle emissions compared to ICE vehicles. The review also touches upon the IIHS's new safety rating system for driver monitoring in ADAS, where Tesla's systems received a 'poor' rating, though it's noted this testing predates recent software updates. Other key topics include BYD's challenges in the European market, Lucid's trademark dispute over the 'Gravity' name, and the political tensions surrounding EV adoption in the US. The episode concludes with an analysis of Tesla's stock valuation, suggesting potential downside risk despite its recent resilience. less
Tesla's Controversial Decision / Porsche Came to Play / Toyota: Get Real
The video covers a range of Tesla-related news and developments. A significant portion discusses the ongoing protests and grid reconnection at Giga Be... morerlin, alongside analyst predictions of Tesla missing Q1 delivery targets due to slower Model 3 and Cybertruck production. The potential for FSD beta in China is mentioned, though the reviewer remains skeptical until a US wide release. The departure of Tesla veterans and their impact on other EV companies is highlighted, with speculation that stagnating stock prices might reduce future talent loss. The Cybertruck receives attention, with initial impressions on its bulletproof capabilities and surprisingly positive public reactions, contrasting with online negativity. Edmunds' positive review on Cybertruck build quality is noted. Potential "Ludicrous" Model 3 source code leaks are discussed, with the reviewer downplaying the leaked specs as potentially placeholders and emphasizing a focus on track capability over straight-line speed. Updates on the Giga Nevada Semi factory and the lithium refinery suggest delays. The Porsche Taycan Turbo GT is presented as a track-focused competitor to the Model S Plaid, setting new lap records. Finally, the video touches on Tesla's enforcement of the Cybertruck no-resale clause, upcoming Autopilot trial, Toyota's battery venture, and the need for infrastructure reform in the US for faster construction. less
A Lot of Pain and Hurt Ahead / GM Tries Again / Tesla Gets Creative
The video provides a comprehensive update on Tesla and the EV market, highlighting the Cybertruck's performance in Car and Driver's tests. W... morehile the Cyberbeast achieved a respectable 250 miles in a 75 mph range test, falling in line with rivals, it significantly outperformed other trucks in acceleration, achieving 0-60 mph in 2.6 seconds. The review also touches on the fluctuating resale values of the Cybertruck and the delayed release of Tesla's Basecamp tent, noting the absence of advertised features like 'tent mode.' GM's struggles with the Chevy Blazer EV are discussed, including a significant price drop and software updates, alongside a critique of their vertical integration claims. The video also covers the potential threat of Chinese EV overcapacity in the US market and Tesla's innovative solution for charger length issues. Overall, the content offers a balanced view of Tesla's advancements and challenges, alongside broader industry developments. less
Tesla's "Extraordinary Break" / Rivian's New EVs / Panasonic's 4680s
The video provides a comprehensive overview of recent developments in the EV space, with a significant focus on Tesla's advancements and challeng... morees. A key highlight is Tesla's new Full Self-Driving (FSD) 12, which has reportedly removed over 300,000 lines of code, adopting a simpler, end-to-end neural network approach. This is praised for its potential for faster improvement and maintainability, with the reviewer suggesting Tesla will push for wider adoption through pricing adjustments. The review also covers Tesla's departure from the FCAI in Australia due to alleged misinformation regarding EV and gas vehicle price predictions. Rivian's new R2 platform is detailed, with its projected $45,000 starting price, over 300-mile range, and innovative features like folding seats and a drop-down rear window. However, the reviewer expresses significant concern over Rivian's current financial losses per vehicle and the long timeline to profitability, questioning the feasibility of producing affordable EVs at scale before establishing manufacturing expertise. Panasonic's potential expansion of its 4680 battery production in Kansas is also noted as a positive development for Tesla. The video touches on geopolitical issues like potential EU tariffs on Chinese EVs and Tesla's stock performance. less
Worse Than We Thought / Tesla's New Motor / CEO's Dropping Like Flies
The video covers a range of Tesla-related news, with a significant focus on the Giga Berlin situation, which is experiencing electricity outages until... more March 17th, potentially impacting Q1 delivery targets. The reviewer highlights Tesla's environmental efforts around the Giga Berlin plant, contrasting them with the attack. A key development discussed is the potential launch of FSD Beta in Europe in 2025, pending new regulations, with expectations of a significant improvement over v11. The introduction of a new two-seat Model Y Business variant in France is noted as a creative move to boost sales in a stagnant European market, offering increased storage and range. The review also touches on the slower-than-expected production of the refreshed Model 3 and the ongoing progress and challenges with FSD v12, with Elon Musk acknowledging compute as a limiting factor. Finally, the video briefly mentions the competitive landscape with news on EV tax credits, CATL battery developments, Waymo's progress, Lucid's financial situation, and the improving profitability of public DC fast charging. less
Tesla Needs to End This / M3 Ludicrous US Timeline / Rivian R2 vs. Model Y
The video covers a range of Tesla-related news, starting with an arson attack on the Giga Berlin factory, which caused significant production delays a... morend financial losses, highlighting security concerns and the extremist nature of the perpetrators. A key discussion point is the potential US release timeline for the Model 3 Performance, rumored to be named 'Ludicrous,' with a possible May launch, though challenges with motor adaptability and suspension in China are being addressed by engineers. The review also touches on the Euro NCAP's upcoming stricter testing for touchscreen overuse, potentially impacting Tesla's safety ratings. Comparisons are drawn between the Rivian R2 and Tesla Model Y, with leaked specs suggesting the R2 could be a strong competitor. Additionally, the video notes Jaguar's accelerated transition to an EV-only brand and the launch of the 2024 Dodge Charger EV. Finally, it analyzes Tesla's China sales data, which, while below Q4 2023, shows year-over-year growth, and discusses the Cybertruck's charging curve and potential accessories. less
The Incredible Threat and Danger: Solving EVs Biggest Problem: Tesla Starting Construction
This video offers a rapid-fire update on various Tesla-related news, with a significant focus on the Cybertruck. The reviewer highlights concerns abou... moret the Cybertruck's FSD compatibility due to camera placement and driving dynamics, and notes delays in FSD v12's wider release following an incident. Positive points for the Cybertruck include its comfortable ride and improved vault waterproofing. However, serious issues like steering and brake failures are mentioned, alongside high resale prices and Tesla's strict no-resale policy. The video also touches on the upcoming Model 3 Performance, suggesting a potential front bumper camera and new 'warp wheels', though its EU launch is expected before the US. Other segments cover Tesla's shareholder letter campaign, the delayed Supercharger diner, potential Thailand production, and the ongoing solar permitting problem in the US. Overall, the review presents a mixed bag of developments, with Cybertruck facing both praise and significant criticism. less
This Is Unprecedented Tesla Finally Adds Front Cameras Musk Sues OpenAI
The video covers a range of Tesla-related news, with a significant focus on the addition of front cameras to Model S and Model X vehicles, and the ant... moreicipated rollout to other models. The reviewer notes that while initially for low-speed maneuvers, this camera could eventually be integrated into FSD. Supply chain issues are cited as a reason for delays in other models. The discussion also touches on Tesla's expanding charging business, the polarizing Cybertruck's attention-grabbing nature, and ongoing legal challenges including a class-action lawsuit over alleged racism at the Fremont factory. Other topics include FSD transfer policies, Elon Musk's comments on the Roadster's SpaceX package, and a Chinese CEO's critical remarks about the Cybertruck, which the reviewer debunks. The piece concludes with Toyota's cautious EV strategy, Fisker's financial struggles, a massive legal fee request related to Elon Musk's pay package, and Elon Musk's lawsuit against OpenAI. Overall, the video presents a comprehensive, albeit fragmented, update on Tesla's current affairs and industry developments. less
Tesla Makes Product for Competitor / Unique Tesla Partnership / Major Chinese FSD Expansion
This video details a significant development in the EV landscape: Ford's integration with Tesla's Supercharger network. The review highlight... mores the provision of a Tesla-designed and manufactured adapter, enabling Ford Mach-E and F-150 Lightning owners to access over 15,000 Tesla Superchargers in North America. While the adapter is free until July 1st, its $230 cost thereafter is noted. The transcript emphasizes that this move, facilitated by Tesla's hardware and software innovation, aims to break down 'wall gardens' and foster competition. The video also touches upon the adapter's 500-amp, 1000-volt capability and the ongoing retrofitting of V3 Supercharger stalls to support NACS/CCS communication. The reviewer expresses a desire for contract details but acknowledges Tesla's strategic move to generate incremental profits and accelerate Supercharger expansion. The piece concludes by noting the adapter phase is temporary, with future EVs expected to have built-in NACS ports, and mentions Rivian, GM, and Volvo are also slated for similar access. less
Tesla: It's Crazy Until It's... / GM Shares Bolt Update / Polestar Stock Surges
The video discusses several key developments in the EV market, with a significant focus on Tesla. The host highlights Tesla's potential expansion... more into Italy, noting ongoing negotiations and the country's goal to boost vehicle production. The search volume data indicates strong consumer interest in the Model 3, particularly following its refresh. A major segment is dedicated to the new Tesla Roadster, with Elon Musk setting aggressive performance targets, including a sub-1-second 0-60 mph time, potentially aided by SpaceX thrusters. The host speculates on production timelines, suggesting deliveries might not begin until 2026 due to the focus on the next-generation platform. The video also touches on Tesla's Bitcoin holdings, clarifying they haven't sold all of it and are likely sitting on significant unrealized profits. Other news includes Hyundai accelerating its US factory plans, new incentives in Spain and the Netherlands, Polestar securing debt financing, BYD's potential expansion in Mexico, Lucid's 'dog mode,' and GM's strategy with the new Bolt EV. The departure of Tesla's lead interior designer is also noted. Overall, the review suggests that while some Tesla projects, like the Roadster, may seem ambitious or 'crazy,' they often represent significant technological advancements and marketing potential. less
Apple Finally Gives Up / Odd Cybertruck Choice / Ford Tops Tesla Here
The video covers a range of EV news, with a significant focus on Tesla. It highlights concerns regarding Giga Berlin's wastewater discharge and p... moreotential production halts, though notes these are often resolved with fines or remedial actions. The Cybertruck's apparent lack of support for Steam gaming due to hardware limitations is discussed, with the reviewer questioning the decision given the vehicle's price and advanced tech. Positive news includes the Model Y achieving the highest safety rating from IIHS, despite updated, tougher testing standards. The Tesla app's new 'Assist' feature, which pulls information from the owner's manual, is also mentioned. The review touches on BYD's plans for a Mexico plant, emphasizing it's not aimed at the US market currently, and notes the increasing desirability of EVs. The cancellation of Apple's decade-long EV project is presented as unsurprising, with the reviewer suggesting Apple underestimated the difficulty of competing with Tesla. Finally, Tesla China's sales data shows a rebound, and the Microlino light NEV is introduced as a potential US option. less
BYD Exec Talks Tesla / VW's Dire Comments / Tesla's Liquidity Situation
The video provides a comprehensive overview of recent Tesla news and industry developments. A significant portion is dedicated to the upcoming Model 3... more Performance (or 'Ludicrous' variant), detailing rumored upgrades like a new front splitter, diffuser, red calipers, and lower suspension. The reviewer speculates on its 0-60 time, predicting it will be around 2.5 seconds, slower than the Model S Plaid. The Cybertruck's durability is highlighted with examples of attempted break-ins and a minor collision where it sustained less damage than the other vehicle. The video also touches on Tesla's financial health, including used car prices, liquidity concerns, and the rationale against a buyback due to significant future investments in AI compute and new factories. BYD's executive, Stella Lee, expresses respect for Tesla, viewing them as partners against ICE vehicles, noting a low customer overlap in China. Conversely, VW's internal struggles are revealed, with an executive describing the company's precarious situation and the need for drastic cost-cutting measures. Optimus's advancements and Tesla's stock performance are also briefly mentioned. less
Hotz Gave Tesla the Roadmap / Don't Applaud This / Ford's Quality Problem
The video provides a comprehensive overview of recent developments in the EV space, with a strong focus on Tesla. A significant portion is dedicated t... moreo the advancements in Tesla's Full Self-Driving (FSD) version 12, highlighting its shift to imitation learning and the potential for a 'ChatGPT moment.' The reviewer praises this end-to-end approach, referencing George Hotz's earlier predictions. Other Tesla-related news includes potential plug-in charging functionality for non-Teslas at Supercharger stations, filming of a commercial showcasing diverse EVs charging, and a price increase for the Model 3 Long Range. The review also touches on the Cybertruck, debunking an Edmunds report on its range and noting production increases. Outside of Tesla, the video covers significant funding for a solar plus storage project using Tesla Megapacks, Ford halting F-150 Lightning shipments due to quality issues, and substantial investment in the humanoid robot company Figure AI. The reviewer expresses skepticism about GM's bonus structure tied to EV performance and discusses the competitive pressures from Chinese automakers, particularly regarding EV price parity. Lucid's R&D investments are questioned in light of their per-car losses, and Volvo's proposed divestment from Polestar is noted. Overall, the content is informative, covering both positive strides and challenges across the EV and related tech industries. less
Tesla Developing State of the Art Project / Mercedes New EV Plan / Breaking Electrified News
This episode of Electrified dives into several key developments across the EV landscape, with a significant focus on Tesla. The host highlights ongoin... moreg efforts to address Cybertruck's initial rollout issues, including aerodynamic wheel covers and a fix for a loose rear plastic piece. A notable segment discusses Tesla's strategic advantage over competitors in AI and autonomous driving, emphasizing its vertical integration of hardware and software, contrasting it with the industry's reliance on Nvidia. The review touches upon Elon Musk's candid assessments of Lucid and Rivian's financial trajectories, suggesting both face significant challenges. Positive developments include encouraging FSD V12 footage, Tesla's official entry into Colombia, and a planned software update to reduce Sentry mode's power drain by 40%. The expansion of Tesla's battery material sourcing, production, and recycling operations in Austin, Texas, under the codename 'Project Tiger,' is presented as a major strategic move towards a full EV ecosystem. The episode also notes Mercedes-Benz's scaled-back EV targets, citing infrastructure and model appeal as reasons, and mentions Ford Pro's success with commercial EVs. A large-scale battery storage project utilizing Tesla Megapack 2.0 is also highlighted. The host concludes by discussing potential stock catalysts for Tesla, including Cybertruck ramp-up, energy division margins, FSD V12 adoption, board clarity, and a potential partnership with xAI. less
What a Joke / Tesla's Massive Step Forward / Lcid, Rivn & Nvda Earnings
The video provides a comprehensive overview of recent developments in the EV market, with a strong focus on Tesla. Key highlights include Tesla's... more ongoing efforts to expand its Supercharger network in Europe despite union challenges, and the confirmation that the Powerwall 3 utilizes LFP cells. The review delves into the significant improvements in FSD V12.3, showcasing its enhanced capabilities in complex parking lot scenarios and its ability to navigate traffic more intelligently than previous versions. The discussion also touches upon the longevity of Tesla vehicles, citing a Model S with over 1.1 million miles, and the Giga Berlin expansion's minimal environmental impact. Financials for Lucid and Rivian are presented as concerning, with both companies facing significant losses and production challenges. Conversely, Nvidia's earnings are highlighted as exceptionally strong, underscoring its dominance in the AI and computing sectors. The Cadillac Lyriq's re-eligibility for tax credits is also noted. less
Fsd V12 Impresses, But... / GM Rushing New "Crash Program" / This Is So Broken
The video provides a comprehensive overview of recent Tesla news and developments, with a significant focus on the advancements and rollout of FSD V12... more. The reviewer highlights FSD V12's impressive ability to handle complex maneuvers like u-turns and road dips without explicit programming, attributing this to its neural net learning from real-world data. However, mixed early feedback suggests potential regressions in areas like auto wipers and a perceived slowness or jerkiness in some drives, though the overall sentiment appears positive, with many users noting 'superhuman-like' performance. The review also touches upon Tesla's expansion into new markets, the ongoing challenges with FSD compute limitations, and the company's strategic approach to charging infrastructure development. Other news includes updates on Cybertruck deliveries, CATL's restructuring to leverage IRA tax credits, and Elon Musk's Nobel Peace Prize nomination. The reviewer notes that while FSD V12 shows promise, compute constraints might delay significant progress until 2025. less