PODCAST: TESLA MODEL 3 REFRESH, CYBERTRUCK, EV STARTUP EARNINGS, AND MORE

EV Channels Review

This podcast episode delves into the latest developments in the EV space, with a significant focus on Tesla. The hosts discuss a leaked photo of the refreshed Model 3, revealing a new steering wheel design reminiscent of the Model S, and speculate about the potential removal of traditional stalks. They also cover Tesla's new lithium refinery groundbreaking in Texas, highlighting its capacity to support one million EVs annually and a projected 2025 production start. A new Cybertruck accessory, a tool rack, is also showcased. The discussion touches on the latest FSD Beta update, noting incremental improvements rather than a major leap, and celebrates Giga Texas reaching a milestone of 5,000 Model Ys per week. A surprising announcement regarding Tesla ceasing right-hand drive production for Model S and X in certain markets is analyzed, with the hosts suggesting it's a move to clear existing inventory. The episode also scrutinizes a "recall" in China for a regenerative braking software update, deeming it a feature update that was handled differently by regulators. Beyond Tesla, the hosts review the Honda e:Ny1, finding it uncompetitive with current EV offerings, and analyze the Q1 earnings of EV startups Rivian, Lucid, and Fisker, noting their financial struggles and production challenges. Finally, they discuss the upcoming Formula Sun Grand Prix, emphasizing its importance for talent development in the EV industry.