WHAT'S HAPPENING AT GIGA BERLIN / FORD'S EV COLLAPSE / FSD 12 RELIABILITY

EV Channels Review

The video provides an update on Giga Berlin's production milestone, reaching 6,000 Model Y units per week, a significant achievement that brings its utilization rate closer to 80% of its installed capacity. The host highlights the lengthy time it took to achieve this jump, speculating on factors like the IRA's impact on battery production and past employment challenges. The discussion then shifts to Tesla's recent hazardous waste lawsuit settlement and the company's frustration with the NHTSA's recall notification process, particularly the requirement for physical letters for software updates, which Tesla deems wasteful. A price cut for the Model Y in Canada is noted, potentially boosting demand. The video also touches on early reports of the 2025 Porsche Taycan's improved range and charging capabilities, and a stark warning from the NADA chair about the potential disruption of Chinese EVs in the North American market. Finally, Ford's declining EV sales, particularly for the Mustang Mach-E, are contrasted with its hybrid performance, suggesting a difficult path ahead for Ford's full EV strategy.