TESLA'S "EXTRAORDINARY BREAK" / RIVIAN'S NEW EVS / PANASONIC'S 4680S

EV Channels Review

The video provides a comprehensive overview of recent developments in the EV space, with a significant focus on Tesla's advancements and challenges. A key highlight is Tesla's new Full Self-Driving (FSD) 12, which has reportedly removed over 300,000 lines of code, adopting a simpler, end-to-end neural network approach. This is praised for its potential for faster improvement and maintainability, with the reviewer suggesting Tesla will push for wider adoption through pricing adjustments. The review also covers Tesla's departure from the FCAI in Australia due to alleged misinformation regarding EV and gas vehicle price predictions. Rivian's new R2 platform is detailed, with its projected $45,000 starting price, over 300-mile range, and innovative features like folding seats and a drop-down rear window. However, the reviewer expresses significant concern over Rivian's current financial losses per vehicle and the long timeline to profitability, questioning the feasibility of producing affordable EVs at scale before establishing manufacturing expertise. Panasonic's potential expansion of its 4680 battery production in Kansas is also noted as a positive development for Tesla. The video touches on geopolitical issues like potential EU tariffs on Chinese EVs and Tesla's stock performance.