KARPATHY ON AI COMPUTE / CEO'S ADMIT TESLA IS WAY AHEAD / ELON'S LAWYER GOES OFF

EV Channels Review

This episode of Electrified delves into Tesla's significant lead in AI and autonomous driving technology, citing praise from industry leaders like Xiaomi's CEO and a former Huawei executive who view Tesla's FSD as the benchmark. The discussion highlights how Tesla's innovative approach, particularly with its end-to-end neural nets and optimized algorithms, sets it apart from competitors, even those with substantial compute resources. The video also touches upon the impact of US export controls on advanced AI chips, potentially hindering Chinese competitors. On the vehicle front, the review notes a design change in the new Model 3, featuring a two-piece trunk for improved repairability and potentially lower insurance costs. US EV sales data for 2024 is presented, showing Tesla's continued dominance with nearly 50% market share, despite a slight year-over-year dip, while many legacy automakers experienced significant sales declines. The Cybertruck is confirmed as the best-selling EV truck in the US for 2024, and all five Tesla models ranked within the top 24 best-selling EVs. Finally, the episode briefly covers the SEC's lawsuit against Elon Musk regarding his Twitter disclosures and Tesla's stock performance.