ELON IS FIRED UP / JUSTICE BEING SERVED FOR TESLA / GM FALLS FOR THE BAIT

EV Channels Review

The host provides a comprehensive update on Tesla's recent developments, starting with the clarification regarding their collaboration with Baidu on FSD in China, emphasizing it's limited to navigation. A significant portion is dedicated to Tesla's approval by the California Public Utilities Commission for a transportation charter party carrier permit, allowing them to operate their own fleet with employees as drivers for pre-arranged trips, a step towards eventual public ride-hailing. The review touches on Mark Rober's response to criticism, dismissing it as excuses. It highlights a German survey initially suggesting low Tesla interest, but later revised data shows strong buyer intent. The video also covers a targeted arson attack on a Tesla sales center, condemning such violence and noting Elon Musk's strong reaction. Sales figures for Tesla China are presented, showing a year-over-year decrease but a respectable quarterly performance. A new software update enabling direct battery health diagnostics is detailed. Finally, the host discusses GM's strategic partnership with Nvidia for its next-gen vehicles and factories, framing it as a missed opportunity for GM to license Tesla's FSD technology, suggesting a potentially slower path to autonomy for GM compared to a direct Tesla integration. The price increase for the Long Range AWD Model Y in China is also noted.