THE EXCLUSIVE WSJ TESLA REPORT / POLITICIZATION OF TESLA / BYD'S NEXT MARKET

EV Channels Review

This episode of Electrified delves into several key developments in the EV market, with a significant focus on Tesla. The host discusses Tesla's sales figures in China, noting strong quarter-over-quarter and year-over-year growth, partly attributed to an extended 0% interest loan offer. A critical segment addresses Tesla's Full Self-Driving (FSD) 12.5.1, with the host demonstrating its current limitations in navigating parking lots and unmarked roads, deeming it not ready for prime time. The report also covers the South Pasadena Police Department's transition to an all-electric fleet of 20 Teslas, highlighting potential cost savings. A substantial portion is dedicated to critiquing the US government and legacy automakers for blaming China's EV success on subsidies, arguing that the US has also subsidized industries and lagged in EV development. The Wall Street Journal's report on Tesla's Autopilot and associated crashes is reviewed, with the host acknowledging the report's skeptical tone while emphasizing driver responsibility. Finally, the episode touches on BYD's expansion into Canada and Thailand, advancements in solid-state battery technology from Samsung and Toyota, and Lucid's upcoming Gravity SUV.