NOW TESLA FSD 12.4 IS INCREDIBLE? 4680 UPDATE BYD GIVES TO TESLA AT COST

EV Channels Review

The latest Tesla FSD 12.4 update shows significant promise, with user reports indicating a drastic reduction in driver interventions, particularly in handling complex scenarios like stop signs and lane changes. While Elon Musk notes that 12.4.1 is rolling out to employees and a limited external release is expected soon, the overall sentiment is cautiously optimistic. The transcript also touches on Tesla's substantial investment in AI compute infrastructure for FSD training, highlighting the use of custom Tesla hardware alongside Nvidia GPUs. In other news, Tesla's German sales have seen a considerable decline, attributed partly to the removal of EV subsidies and negative market sentiment. However, a new supply agreement with BYD for energy storage cells for the Shanghai Megapack factory could boost margins. The 4680 battery cell production at Giga Texas is increasing, though not at the exponential rate some had hoped for. Finally, Ron Baron expresses strong confidence in Tesla's future, predicting significant returns for shareholders.