TESLA FINALLY ADMITS IT / NEW FSD MODEL & MOE / TESLA MAKES GOVERNMENT REQUEST

EV Channels Review

This episode of Electrified delves into several critical Tesla developments. The host highlights Elon Musk's confirmation of Tesla's radical "unboxed" manufacturing process, aiming for cycle times as low as 5 seconds, and notes Tesla's open-source patent strategy. A significant portion is dedicated to the upcoming FSD v14, with predictions of a wide release in October and the potential for safety driver removal by year-end, contingent on regulations. The review also touches on the Model Y's industry-leading status, citing praise from Xiai's CEO, and Tesla's advocacy against rolling back vehicle emission standards, a move that could impact its regulatory credit revenue. The technical deep-dive into Mixture of Experts (MOE) and sparsity in FSD aims to illustrate the complexity and difficulty for competitors to replicate Tesla's progress. Finally, the episode covers shifts in cobalt supply, the growth of energy storage, and Tesla's strategic positioning in various markets, including the US government's interest in critical minerals and AI access.