welcome to electrified it's your host
Dylan Loomis quick shout out to my
newest Patron Jan H thank you for
choosing to support the channel on
Saturday Elon said FSD version 11.3
should start rolling out later this week
next week at the latest we'll see then
more importantly he said excited about
many small things we're starting to make
use of neural nets for vehicle
navigation and control not just Vision
now personally I like to stay in my Lane
so I'm not the one to tell you more
about this however I would guess that in
the future we'll hear a lot more about
this from James Chuck and others now
what I can tell you is that Tesla has
been very selective and limited with FSD
version 11 so far we're talking a select
group of employees invite only most of
them have ndas so Tesla is definitely
taking this dot three that's supposed to
roll out to customers very seriously
before that public launch which is
exactly what you want to see and it's
been about three months now wherever 11
has been out in the wild being tested by
that select group of employees although
I think this is mostly just political
posturing and nothing really impactful
is going to come from this I think we
have to at least touch on it what's
going on is there's a new resolution
basically to phase out the sale of all
new EVS by 2035 just to help maintain
the fossil fuel jobs that are the heart
of the Wyoming economy honestly I'd be
shocked if something like this ever made
it into law because what would they
expect Wyoming residents to do in 2035
when there are very few ice Vehicles
being made if any however there is this
data from the 2020 census so you will
see that Wyoming is at the bottom of
this list so what that means is maybe
the entire population of Wyoming could
actually be supported by the used ice
vehicle Market at that point but again I
really don't think this proposal will
actually turn into anything I do want to
say though this EV transition is not
going to happen without some casualties
and it is going to hurt certain families
that are innocent quote unquote where
they happen to live in economies that
are driven by fossil fuels so yes jobs
will be in Jeopardy but all we can
really do is help these specific
economies transition to the new future
and with Wyoming relying more on fossil
fuels than any other state we shouldn't
be surprised that these folks are not
going to go down without a fight over
the weekend Tesla's chief designer Franz
von holsteausen was on the Ride the
Lightning podcast now we didn't get any
new groundbreaking information but it's
always cool to hear from Fran so it'll
be below if you missed it one thing
worth mentioning when it comes to the
next-gen Roadster we should not be
expecting it anytime this year although
they are still working on it and of
course Ron said it will be better by
basically every metric compared to the
initial unveil but again that really
shouldn't be surprising that was back in
2017 so it better be better than what
they talked about even though yes those
metrics were still pretty insane at the
time and you could argue even now but
Franz said if you think about it a plaid
Model S it basically hits all the
metrics that we said the Roadster could
do which seemed impossible for a car at
the time so imagine let your imagination
run a little bit however France also
said that because Tesla wants to become
a mass Market manufacturer the Roadster
2.0 really is not a priority the Silver
Lining though is he did say we are
working on it in Earnest and when it
comes to the Cyber truck he said that
the design was mostly finished but Tesla
never really has a pencils down type
strategy when it comes to vehicle design
they're going to continue working on it
and iterating it all the way up to and
through production but at this point it
does seem like they're leaning toward
the Yoke in the Cyber truck and just
keep in mind what Elon said at the end
of 2021 that variable gain or steer by
wire yoke would be ideal and there's
been a ton of speculation that the first
vehicle to see this from Tesla would be
in the Cyber truck we're not going going
to get into it but here's a great short
little video it'll be linked below if
you're not familiar with steer by wire
and how it works the simple takeaway is
that with a yoke it would allow you just
to turn it here and the Locking ratio
would be different so you don't have to
do the hand over hand turning thing
fronds also reiterated that the Cyber
truck will have features that we don't
yet know about it looks like the
expansion at the Harris Ranch Inn and
Restaurant in Coalinga California is
currently the biggest supercharger
location now with the new 80 stalls the
total sits at 98 and yes this location
does have starlink internet but how long
this Remains the biggest location is
anybody's guess because from Marco we do
know that there are some other very big
locations planned in the future in
California it's always great to see big
locations like this but they'll be even
better in the future when they're all
covered with solar panel canopies and
just one more picture from the Harris
Ranch location last week we pointed out
that Tesla's inventory had started to
dip down and look at what happened just
over the weekend not only that but from
the car dealership guy on Twitter on
Friday morning there were around 696
Teslas in stock on the CarMax website
fast forward to Sunday morning two days
later that number was down by 50 to 301
Teslas in stock at last check that
number seems to be down to 211 available
Nationwide if you weren't already
concerned with the state of our media by
this point then I would just say you're
really not paying that close of
attention but then we have things like
this a headline saying Tesla crashes
into a garage in Lake Forest but at
first glance most of us will know that's
a pole star not a Tesla so we all have
to keep in mind with everything that we
see Tesla and Elon just get clicks and
we have to filter everything through
that lens the covert model 3 with the
manufacturer plates that we saw in the
garage a few weeks back was spotted
again out on the road presumably doing
some testing this is whatever
everybody's been talking about for the
upcoming project Highland plenty of
speculation out there about Hardware 4
bringing back an HD radar potentially
moving to a yoke or capacitive buttons
potentially many other new features as
well but for now it's all just
speculation this right here is the type
of data more people need to be aware of
we're looking at Chinese Nev and Ice
sales including both for December retail
numbers so here are the sales figures
for vehicles that fail between the two
hundred thousand to three hundred
thousand Yuan range in that range Tesla
nearly doubled up the second place
vehicle the byd tang and yes these
figures are pre-tesla's price Cuts but I
just wanted to get the point across when
looking at sales data we really need to
do it more in terms of price ranges now
In fairness you'll also see that the
model 3 is below both the bydcl and the
byd Han which are direct competitors and
yes the byd Han does come in a plug-in
hybrid variant as well and according to
Kelly Blue Book this was shared by the
car dealership guy on Twitter Tesla
ended 2022 with a 64.6 percent of the US
EV market share and second place in
terms of market share for EVS was Ford
at 7.6 percent from Reuters it looks
like egam at all is out again to attack
Tesla over at gig in Berlin so egay
matal basically came out and said that
Tesla is not giving its workers at Giga
Berlin very good working condition
saying they don't have enough time for
free time and Leisure at the end of the
day at least to some degree the employer
gets to set the rules and then as an
employee you either choose to stay and
put up with it or you choose to leave
pair that with what we already know
about Tesla to be true that they really
do take care of their employees they
give great perks and incentives and it
gives people the option to work for a
company that has a real mission that
does not mean working for Elon and Tesla
is going to be a cakewalk but again
again this is probably a bunch of
nothing it looks like Elon may take the
stand as soon as Wednesday for the trial
that yes is dating back to 2018 from
that tweet about taking Tesla private
Elon wanted to move the trial to Texas
because some people in San Francisco
might be biased against him but that got
denied sounds like the jury is being
decided upon right now and opening
arguments could start as soon as
tomorrow from Drive Tesla Canada it's no
longer just the Audi e-tron that will be
shipping without heat pumps due to the
semiconductor shortage but the id4 from
VW is joining the list as well this has
apparently been the case as of late last
month and VW like Audi has no idea when
this will end or if they will bring heat
pumps back to these vehicles in the
future but VW customers will not be
getting a credit or a refund like Audi
customers did and in case you missed my
video last week where I kind of read
between the lines of what's really going
on with these semiconductors and why
Tesla doesn't seem to have any any
problems I'll link that video above and
below if you didn't know back in 2020
Ford and VW entered into a partnership
for Ford to use vw's Meb platform to
build two crossover SUVs in the European
market this of course would help Ford
bring those vehicles to Market a little
bit faster using vw's platform just two
years later Ford is now saying by the
middle of the decade it plans to build
all of its EVS on its own in-house
custom platform which is really what it
has to do to ever have a chance of
having margins like Tesla has today and
as we've talked about before these
Partnerships between automakers are just
really hard to execute when you have
different companies and cultures trying
to work on a project together it usually
doesn't end well with that said Ford did
say they're still open to building
future vehicles on other systems whether
by VW or another company what I think is
more important from this article though
is Ford said we are not looking at
entry-level vehicles at the moment
because for them the econ economics in
the finances do not yet make sense
meanwhile we know that Tesla has been
already heavily focused on this
generation 3 platform that will be
directly aimed at the mainstream market
and Martin sander and exec at Ford over
in Europe said Ford is expecting to make
a profit in the European wing of its
electric car unit in 2025. excellent
tweet here from Matt Smith he said the
US grid interconnection requests for
storage were up a hundred percent in
2021 compared to 2020 and roughly 10x to
levels in 2019. these figures were
before the IRA made the economics that
much better and here's the chart that
Matt shared indicating that commercial
interest in solar and storage has grown
looking at the solar column this shows
from 2014 to 2021 and you can see the
growth in terms of total capacity of
gigawatts in the queue and what's right
behind it the ability to store all of
that energy enter Tesla solar panels and
solar roof and Powerball and mega pack
on that note I hope you guys enjoy the
rest of your Martin Luther King Day
please like the video if you did and a
huge thank you to all of my patreon
supporters
[Music]
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