A STUNNING ADMISSION ABOUT TESLA / ANOTHER ONE BITES THE EV DUST / THE MOST EXCITING MARKET

EV Channels Review

This episode of Electrified delves into a range of Tesla-related news and developments. The host highlights Tesla's ongoing FSD advancements, showcasing a real-world test that, while demonstrating progress, still reveals imperfections like hitting a curb. The discussion also touches upon the complex architecture of Tesla's neural network for FSD, referencing an insightful article by Phil Beisel. Market analysis is provided, noting Tesla's stock volatility and the historical pattern of significant gains occurring over short periods. Incentive programs in Sweden for the Model Y and Germany's backtracking on EV subsidies are covered, indicating a shifting market landscape. The installation of a large Megapack battery system in Australia and a remarkable cross-country Cybertruck journey with charger installations are presented as positive developments. A notable shift in Tesla's Supercharger billing to a partial kilowatt-hour system is mentioned. The episode also touches on Elon Musk's cryptic comments about Tesla's future and the positive outlook from a renewable energy firm CEO on the US market. A significant portion is dedicated to China's view of Tesla's FSD as a benchmark for their own autonomous driving development, suggesting a potential for learning and collaboration. Lucid's upcoming event for the Gravity SUV and a critical look at media reporting on hands-free driving accidents are also discussed. Finally, the departure of a key Tesla Energy executive is noted, sparking debate about the future of that division, while unionization efforts at an Ultium cell plant and VW's struggles with EV investments are contrasted with Tesla's integrated approach. The episode concludes with Volvo backtracking on its full EV transition plans, reinforcing the challenges legacy automakers face.