HOTZ GAVE TESLA THE ROADMAP / DON'T APPLAUD THIS / FORD'S QUALITY PROBLEM

EV Channels Review

The video provides a comprehensive overview of recent developments in the EV space, with a strong focus on Tesla. A significant portion is dedicated to 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.