TESLA'S FSD 12.5 / OPTIMUS PRODUCTION / RJ SCARINGE INTERVIEW

EV Channels Review

This episode of Electrified provides a concise update on Tesla's Full Self-Driving (FSD) progress, with FSD 12.5 reportedly available to employees and expected to fix issues like the sunglasses problem and merge city/highway driving stacks. While acknowledging Elon Musk's optimistic pronouncements, the host tempers expectations by noting past overhyping and limited fleet rollout. The review also touches on Tesla's Optimus robot, highlighting potential future valuation if internal use proves successful. Other segments cover Giga Berlin's water usage (debunked as a concern), supplier localization, xAI's supercomputer, and Cybertruck's integration into gaming and potential Canadian road legality. The Rivian/VW partnership and Lucid's competitive stance are also discussed, alongside Porsche's slower EV transition. The episode concludes with a brief mention of Tesla's stock performance and upcoming Q2 earnings.