LANDMARK TESLA PARTNERSHIP / "WE HAVE NEVER SEEN THIS" / FSD'S CONTINUED EXPANSION

EV Channels Review

This video from Electrified provides a comprehensive overview of recent developments impacting Tesla, with a particular focus on Full Self-Driving (FSD) expansion and regulatory landscapes. The reviewer highlights Tesla's FSD progress in China, noting its significance despite local data export restrictions and training limitations. A key takeaway is the potential for FSD to reach near full-fledged capabilities by summer, driving competition among Chinese automakers. The video also touches on the FSD supervised rebranding and potential rollout in Australia. Beyond FSD, the discussion covers investment firm Stifel's findings on shifting political favorability towards Tesla among different demographics, and Morgan Stanley's positive outlook on Tesla's transition to an AI and robotics play. A notable point is the extended delivery estimate for the Model X Plaid in Norway, possibly indicating an upcoming refresh. The review also details a landmark partnership between Tesla and GVEC in Texas for a utility-scale virtual power plant, boosting Tesla Energy's profitability and grid stability. Finally, the video addresses the potential impact of US tariffs on Tesla's competition and supply chain, suggesting Tesla's adaptability will mitigate the effects.