AD #4011 - Baidu Helps Tesla with FSD in China; EPA Wants Emissions Roll Back; BMW Will Eat Some Tariff Costs
About this episode
The discussion covers the EPA's move to roll back stringent emission standards, potentially impacting automakers like Tesla that benefit from ZEV credits. Tesla is also collaborating with Baidu to enhance its Full Self-Driving system in China amid regulatory challenges and limited availability. GM's South Korean union expresses concerns over US tariffs threatening jobs, while BMW plans to absorb tariff costs temporarily. Volkswagen's financial struggles due to restructuring and incentives are highlighted, alongside Norfolk's bankruptcy in the battery sector. Toyota launches a new Crown Estate model in Japan, and Mercedes partners with Chinese lidar maker Hesai despite geopolitical risks.
Tesla Model Y
"... be good for Tesla because pre orders for the new model Y in China might not be as high as some thought. Re..."
Toyota Crown
"...ta says it expects to sell around fifteen hundred Crown Estates per month in Japan. At the beginning of t..."
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