TESLA'S FSD 12.4.3 / MORE ALPHA IN TESLA STOCK / ELON ON ROBOTAXI RUMORS

EV Channels Review

This episode of Electrified delves into the latest developments surrounding Tesla, with a significant focus on the FSD 12.4.3 update. Early user feedback is largely positive, highlighting improvements in driving experience, spacing, and natural feel on highways, though some regressions like ignoring speed bumps were noted. The transcript also touches upon the potential for FSD to override map data for shortcuts, a promising differentiator. Beyond FSD, the discussion covers the anticipated Model Y refresh, with predictions placing its North American release in Q2 or Q3 of next year. The video also addresses rumors about Elon Musk hiring Uber's founder for the robotaxi division, which Musk has denied. Other topics include potential special tariff rates for Shanghai exports to the EU, construction progress at the Semi factory, and a significant legal battle over attorney fees in a shareholder lawsuit. Finally, the episode touches on the financial struggles of battery suppliers like LG and SK On due to slowing EV demand from legacy automakers, and Tesla's stock performance, with commentary suggesting its valuation is disconnected from fundamentals.