Ferrari Elettrica, Tesla's stripped-down Model 3/Y, new Bolt EV, and more

In three, in two, in one, we are live for a new electric podcast episode.

I'm Fred Leiber, your host, and as usual, I'm joined by the great Seth Wintraub.

How are you doing, Seth?

I'm good.

All right.

We're going to do things a little bit different today.

We're going to start with what I've been teasing for the last few episodes of the podcast,

why I was going to Italy this week.

I just came back last night.

I'm still a little bit dazed from the transport.

The transport was a quick trip also, like, coming and going, so I didn't get much sleep.

But I got to see the technology behind Ferrari's first electric vehicle.

So that's the elephant in the room here.

We didn't actually get to see the car.

It was a big event.

They brought in a few dozen journalists from all over the world to go check this out.

But they said once we're there, they were like, surprise, you're not even going

to get to see the car.

Actually, I got to see it.

I saw it on the road for half a second on public roads.

But it's so heavily camouflaged that you don't even know what type.

It could be like a crossover, it could be a wagon, it could be a sedan.

We don't even know because they go crazy with their camouflage.

It's like one of those snow, the kids they raced downhill with those sub-box.

Yeah, a sub-box, Kirby.

Yeah.

It looked like that.

I think we're just much bigger.

But yeah, so the idea behind it, why they brought us in.

So yeah, we're going to start with the Ferrari Electica, which might be a placeholder name.

They didn't want to confirm it, but that's what they're calling it for now next year

when the vehicle actually launches.

Might be a different name.

We'll see.

We're going to start with that.

I'm going to talk about that a little bit.

Then we're going to talk about, obviously, later on the show, the Tesla standard range

Model 3, Model Y launching.

We have the FSDV 14 that we want to discuss real quick, that launched earlier this week.

Then the Chevy Bulli that just relaunched, and a little bit of other things to talk

about too.

And at the end, of course, we're going to take you guys comments and questions as

we usually do.

So you can put down a comment section.

It could be about any of these things or any other things in the EV world that you

want to take on.

But yeah, let's talk about the Ferrari Electica.

They brought us there, and they said that they want to do a three-part unveiling, and

this is the first part, part one, and they wanted to focus a part one on the technology

behind the vehicle because it's their first electric car, and they're really excited

about it, and they didn't rely on suppliers.

You know these days, they said you can go to a supplier and buy a fully-packaged

electric car.

Magma.

Magma, where you can even go further and buy the whole car and slap your logo

on it like Honda did with GM.

There's a lot of options, and honestly, they're not bad options.

You can get a very high-performance powertrain from something they could have

partnered with RIMAC that does a lot of that too, and get a crazy powertrain, and

then do a Ferrari tuned chassis on it with their crazy suspension and body

control and things like that.

And it probably would have been a great car too, but they didn't want to do that.

So for people who don't know, in 2021, Ferrari hired a guy called Benedito Vigna,

and he has zero experience in the auto industry.

He's a physicist.

I think I talked about it last week, but he invented the

physics, the technology behind the Wii controller, and then he worked in Silicon

Valley for a while.

He's a tech guy very much, and he hired him in 2021, and the first thing

he did is like, I want Ferrari to do an all-electric vehicle, but I wanted

them to do it with their own expertise, developing everything from the ground up.

They build a new campus on their existing campus, an electric one, and they

call it the E-building, a giant building where they are developing and now

producing this new electric vehicle.

Well, I haven't started the full production just yet, but I toured the

factory, and they have set up the battery pack manufacturing.

They have set up the electric motor manufacturing, and they are basically

doing everything from the ground up.

They are buying cell from SK in South Korea.

I even saw the crates there with the battery cell and everything, and then

from there, they are building everything else.

The three part on wheeling, the idea behind it is like they wanted the

journalists to communicate to people like everything they've been working on

so that people understand that Ferrari can make an electric car, and I

can understand the idea behind it.

I would have liked to see the car.

I would have liked to drive, to have driven the car, obviously, but they

have a lot of work to do, obviously, to convince their client base to go

electric.

Ferrari people are performance drivers, or petrol heads, or the

love, and Ferrari is known to having been here, the V12 engine for

Christ's sake.

Going electric is a big step for them, and for the clientele also, even

though the executive there that talked during the presentation, it was

like five hours of presentation, it was pretty heavy, and they mentioned

several times that also they want to expand the user base with that,

because they think all the people would only buy a Ferrari if it was

all electric, and I think that's fair.

I don't know how many people, because obviously there's expensive

vehicles, but still.

All right, so that is Benedito Venha, and the technical spec.

Let's go through the spec, because even though they was focused on the

technology, they have to give us something at least, and they gave us

a look at the chassis here, so that's the actual chassis of the

vehicle, and they gave us the spec.

You have a 122 kWh battery pack, that's gross energy capacity.

They didn't say any buffer, and they did mention that they have a

solution for that, that they can use most of the capacity.

They're talking about a range of 530 kilometers, which is 330 miles.

Obviously, that's going to be WLTP, with them being based in Europe,

so maybe something closer to 300 miles of range, maybe 280, something like that.

Zero to 100 kilometers an hour, which is 62 miles per hour, is 2.5 seconds.

Which is pretty good, so you're going to get close to 2.3, 2.4, 0 to 60.

You have over 1,000 horsepower in there, 830 kilowatts of power using quad

motor powertrain, so you have two per axle, one per motor, and it's 620 in

the back and 210 in the front, total.

They are doing their own inverter with a very high efficiency level at full

power, they have an efficiency of 93%, which is pretty good.

Everything is very lightweight also, as you would expect, because here's the

thing, a lot of people, like, you know, journalists, they, I, I, as that

during the, the Q&A, they were like, hey, just only 1,000 horsepower.

What are you guys doing?

Like, they're doing 2,000, 3,000 horsepower now with BYD.

It's like, obviously this is, well, two things.

They, they didn't want to make a real, like, supercar.

So this is not a supercar, this is a four-door.

Like I said earlier, we don't know the exact form factor, but we know it's a

four-door.

I'm leaning towards sedan, or maybe like some kind of wagon, like the

Ferrari Pro Sangue, like, basically doing like a, a higher-hand version of

Xiaomi YU7, which can copy the Pro Sangue, but still, they want it.

So it is going to be a high level of utility with the vehicle, and it's

going to be also some kind of, I mean, mass market, I'm not going to say

mass market, but mass produce as much as Ferrari mass produces vehicles.

So it's not going to be like some of the limited edition Ferrari at a million

dollars.

It's going to be one that they try to produce, like even like

thousands a year, even though that still going to depend on the pricing.

They basically said that they're going to make as many as people want

to buy, or can afford.

Yes, so I tour the factory here, and they have already the battery pack

production in place.

They, like I said, they buy the cells, they're NMC pouch cells.

They are the long belated cells that they are making nowadays, and, and

they still call them pouch cells, though, and they, they take that,

they make modules, they make 13 modules.

They have, sorry, 15 modules, there's 13 of them that are flat on one

level, and then they stack two of them on top of the last one in the

back.

They made it like that.

So obviously you can sit underneath the back seat, because there's

going to be a four-seater, but they also do that for the weight

distribution.

So obviously, Ferrari is big on weight distribution for the

performance of the vehicle, and that was done in that direction.

This is the motor.

This is the back motor.

So two, two motors here, so there's a cutout here so that

you can see the stator in the rear.

And here they went, like, out, out.

They have all the latest on there.

They have the carbon wrapping on the, on the, on the rotor.

They have like a 0.5 millimeter distance between the stator and

the motor.

And for that, they have to do like a ton of incredible engineering

and use the best materials out there.

And that's something that they try to emphasize.

Like, this is our first electric vehicle, but this is not our

first electric motor.

This is not our first, first electric motor, this is not our

venture into electric powertrains.

Ferrari had to go electric to a certain degree back in 2009

when F1 started making their cars hybrids.

So they had a lot of experience there.

And then it trickled into their consumer vehicle.

You know, let's try a bunch of other vehicles have hybrid

powertrains also.

So they could use all the experience for that.

And then they just, they felt like they needed the

battery technology to catch up a little bit to be able to

get the performance they wanted.

I think there's some argument that could have done that

sooner, but at the same time they wanted, especially

focused on energy density.

So they have some of the highest energy density cells

to be able to reduce the weight and, you know, focus on

driving capability handling and everything that the

Ferrari owner like.

So yeah, you have some crazy like 30,000 RPM for the

front axle and then 25,500 on the back axle.

This is the front axle.

And on the front axle, you have, this is a tub view.

So you have the view of the inverter.

They're doing their own inverter.

And they have also here a disconnect.

So a bit like Rivian where they can, they can

disconnect the front wheel so that you have a full

rear wheel drive system.

They can do that in 0.5 seconds making it

super, super efficient.

It's a 800 volt battery, by the way, if I didn't

mention that.

All right, this is.

So I would say from my standpoint, all this seems

pretty standard, which is kind of not something that

Ferrari typically does.

I mean, 800 volts, pretty standard, you know,

Hyundai's have 800 volt systems.

You know, the specs on the motor,

like 2.5 seconds here to 60, you know, it's fast,

but it's not like super car, I mean, it's not super

electric car fast, you know, like we're a couple years.

I had the same view as you do.

So they kept using the word unique throughout the

whole presentation.

And I was always thinking like, what exactly is

unique about this?

Cause all of these specs, they are impressive.

They are top of the line and everything,

but they all exist, you know,

somewhere in some vehicle.

What's really unique about the vehicles?

I think, you know, we still have the design that we

haven't seen, we just saw a lot that we need to

know about the vehicle, but it's the packaging,

all of this together.

And then the last piece of the puzzle is what I'm

about to discuss here, which is the suspension

system, which is also not unique because it is

based on the third generation active electric

suspension that Ferrari has.

It is in the F80.

It is in the pro Sangui.

It exists.

It was modified a little bit to work better with the,

you know, the weight distribution and the lower

center of gravity that comes within an electric car.

But, and it is a super impressive system.

Again, not unique, but if you combine,

so I should mention with the suspension at the rear,

you have also almost a two point something

degrees of steering.

So the selling point that they're trying to do here

is that combining their, so this is an active

electric suspension.

So it's not, it's not hydraulic suspension.

It's not an air suspension.

It is, you know, millisecond response

through electric power with gears that's

enabled you to like go up and down.

So you can, at each wheel, each wheel

independently and like you can see right now

the steering is also independent on each wheel

at the back, top of the front.

So what it means is that you have control

of the vehicle through four motors with torque

victory.

You can think about something like the

Rivian squad motor.

So you have torque victory at the each wheels.

So you can do, you have independent control

of going backward and forward at the wheel.

You have the ability to go up and down at each wheel

with the active electric suspension.

And you have the ability to steer left and right

at each wheel.

So you can imagine that with all of that combined

and you can use a lot you can do with that.

Like there's a lot of capabilities.

They don't want to elaborate exactly on what,

but you can imagine that it gives them

a level of control that's unprecedented.

They also have one, only one central control unit

for all that that can controls all that.

So you can simultaneously just respond

to anything on the road basically.

And they're gonna use that.

They're gonna tune that towards both comfort

and also performance.

So the vehicle is gonna have a wide range of capability.

So the way I think of it a little bit is

you have, I experienced the only other electric

suspension active electric suspension

that I've experienced was in the GT, Audi GT.

Did you try the latest Taycan set?

Is your the one that usually does the fourth one?

Yeah, it can happen.

The Taycan also the latest one,

if you go top of the line,

like it's almost like a 200,000 car,

you get that same thing with the GT.

In the Taycan and GT, they are geared

towards performance and then,

and also they help with comfort obviously,

but there are more geared towards that performance.

And I tried the Neo ET9,

which are very similar and basically

the same suspension system,

but geared towards comfort more than anything.

And this gonna be able to combine both of those

with this completely control on all axis basically.

So I think that's pretty unique

and that's pretty interesting.

Yeah, so in the suspension,

you have a good look at the suspension here.

The actual coil is interesting.

Because the coil doesn't really do anything you would think

because everything is happening in there

with the gears that goes up

and down with the electric system.

So this is only here for when the car is turned off,

because then the car is turned off,

there's no power going through the suspension.

So the car would just drop to the ground.

So the coil is simply there

for like keeping the car up

when it's not powered on basically.

That's so interesting.

So there's not like any phantom drain happening.

Look at the, look at the spray is massive.

Yeah.

So there was a lot of things that were really interesting

I think with that,

because they kept emphasizing that,

to be a Ferrari you need to have,

I think there was five specific capabilities,

type of capabilities to have what they call driving trills.

So they want to deliver driving trills to their customers.

So one of them is like acceleration.

The other is like cornering.

One is breaking.

I think one was sound.

And then I'm missing another one.

Anyway, but to have all of those

and the level of the city they wanted,

they made a bit of a chart of like

where they wanted that vehicle to be.

And they were like, all right,

if we made that car an ICE,

it won't get us there.

So they literally,

to make the car that they wanted to make,

it had to be electric.

So it was really a nice realization for Ferrari.

They were like,

the best car we can make,

it has to be electric.

So, and oh yeah,

the last thing,

and I made a separate article about that

because I thought it was so interesting,

is the sound.

How is Ferrari gonna manage sound

with the electric car

or whatever it's gonna be called?

And this is obviously a big deal

because especially for the existing clientele of Ferrari,

they want to have a sound to the vehicle.

And it's not gonna be a V8,

it's not gonna be a V12,

and that's gonna be a V6.

So what sound is it gonna make?

And the industry has been looking for that for a while.

They don't know exactly how to take that.

At electric, we always been more of a,

on the side of just take the natural sounds

of the electric engine and electric motor.

And Ferrari was leaning towards that

because they didn't want to make any fake sound.

So they said,

forget the fake sounds like the Daytona electric

or the BMW that hired like Hans Zimmer

to do like some sounds for the vehicles.

Like we don't want that.

We want the sound to be real.

But then the problem is like the sound was not enough

because they wanted also to have like low noise,

vibration, everything.

So once you do all that,

they're like the sound is stuck

within the middle enclosure of the drive unit.

So if you go at full speed and everything,

yes, there's a sound that comes out a little bit,

but the road sounds and tire sounds,

they override that basically.

So they needed a solution for that

because they want to sign in.

And I want to emphasize here,

because when I posted the article to a lot of people,

like, oh, it's so dumb, like why do you put sound?

You just be silent.

For Ferrari, they kind of have to

because when you drive a Ferrari,

most of the time you want to aim to drive it

spiritedly, a little bit aggressively,

have a little fun with it.

And that's when sound becomes information.

So performance drivers will rely on sound for information,

whether it's, you know, accelerating,

decelerating cornering, or health of the vehicle,

or whatever it is.

And so they wanted to drivers

to still have that in performance driving.

So what they did was actually pretty smart.

So how do you do that and not do a face out?

So what they did is like they put an accelerometer

inside the motor, they tried to find like,

they tried 50 different spots at first

and then they found the right one to put in there

to catch all the vibration of the motor.

And then from that vibration, reading the frequencies,

they can pull the sounds live at the,

you know, undesirable for the human ear latency

into the cabin so that you can get a real time,

authentic feedback from the motor in sound level.

Now they didn't let us listen to that sound.

But I would assume that it's going to be part two

or maybe even part three of the unveiling,

but it's pretty cool.

It's basically the difference between an acoustic guitar

and an electric guitar.

So with an acoustic guitar,

you have like the vibration from the string

and you have the guitar itself,

the enclosure in wood and the sound hole

that, you know, amplify the sounds.

You don't have that an electric motor

because the enclosure is closed in,

just like you don't have that on an electric guitar.

So you need an amplifier to amplify the sound

but the sounds are still real.

They are based on the vibration of the string

on the electric guitar.

So you do that, but with the sounds,

the vibrations that the electric motors perform

and they have that front and back

so you can like hear the electric motor

like disconnecting.

If you're disconnected from the front,

you can hear the back taking over the front

depending on the scenario.

So you can hear all that

and have that feedback inside the vehicle.

Again, we haven't heard it.

We're gonna need to hear it to give you our full opinion

but there's two things like I do appreciate the approach.

I think it makes sense to me

and I was very impressed with the guy

that did the presentation for that.

It was, I'm gonna give him credit here.

It's Antonio Palermo is the head

of the noise vibration and ornest at Ferrari

and the guy was clearly passionate about that.

He clearly spent a lot of time on this,

but the discussion to make this happen.

And I have, you know, I'm relatively optimistic

that they're gonna nail that.

And I think that could be a big deal

because I think it's already a big deal

that Ferrari is making a lot of the car.

I think it can have some kind of hollow effect

to get more people into EVs

and get some of the people that are old outs,

petrol heads and whatnot.

And sound is gonna be part of that equation.

So if they nail that,

I think they're gonna get more people on board

and it's gonna help EV adoption in general, I think.

Yeah, I mean, Ferrari must be the last holdout.

I mean, Mazda left.

I think Ferrari is the last automaker

that doesn't have an EV at least planned.

Well, Lamborghini said it said a few times

that they were gonna do it

and then they never actually did it.

Right, but Lamborghini is like part of Volkswagen

or something, I don't think they like, yeah.

Yeah, that's fair.

Yeah, they were the last holdout,

but now they, so they haven't talked

about this vehicle a lot.

So this is like the first time

that they release a lot more information.

So, but they've been working on this

for like four years now.

So project has been in the works,

spending a lot of money on it ever since.

Well, if you need somebody

to go to the next Italy event,

I can cover for you.

Yeah, that's the first thing I asked.

I was like, yeah, now you need to invite us

for the next one, because like that's very cool.

Very impressed.

I learned a ton about the vehicle,

but you know, there's a lot missing

and they were like, yeah, next year, next year,

we'll see next year.

So apparently it's Q1 is gonna be the part two

and then Q2 is gonna be part three.

We're gonna get the full vehicle,

but the way it sounded like,

I don't know they're gonna invite us for Q2

because I think it might be just like pricing information,

maybe lunch.

Just come over a lot maybe.

Yeah, lunch time and everything.

And then part three is gonna be full design.

Speaking of the design set,

I didn't know this, we didn't report on this,

we missed it.

I don't know if that 95 Apple reported on this,

but Johnny Hive's team is designing the vehicle.

Oh, yeah.

I didn't know that.

Yeah, so Loveform and...

Loveform, yeah.

Loveform, sorry, Loveform, Loveform,

which is the design studio that Johnny Hive founded

after leaving Apple.

And it's with Mark Newman,

or forget his name, so it's two guys.

It's Johnny Hive.

Yeah.

And another Apple, Mark Newsen, Newsen.

Newsen, yeah.

Two, they were basically one and two at Apple

in terms of design, they left and they formed

that company and company is behind the redesign

of like Airbnb and a few other company.

So I don't know what to think about that honestly,

because I looked up the company and everything

and Hive and Newsen are obviously very well accomplished

designers, but as far as I can tell,

they've never designed a car that went to production.

Newsen has like one car that he designed

with Ford I think, but it was like ugly as hell.

It was a prototype that never actually make it to market.

They did a small car.

There's like some iconic pictures of them

sitting in like some small car.

I don't know if that was something they designed

or not, but maybe that's when you're talking about.

Yeah, I mean, you can Google it like Mark Newsen car,

but I can show it actually, it's worth looking at.

But it is, yeah, it's this here.

Actually kind of look at as like a car

that maybe Apple would have with design,

but I don't know.

Obviously it's not looking like that.

It's going to be a Ferrari,

but and they know it has to be a Ferrari.

So it's going to be very different, I think, but still.

So we still need to see that and we need to drive the car,

but I'm pretty confident that the driving

is going to be incredible.

And the other thing they want to tell us,

they insisted on it is like,

the reason we're not showing you the car right now

is not because the car is not ready.

It's not because we're late.

Because there's been a lot of rumors

that the unveiling was going to be this month.

And now that's what we're getting this month instead.

They say that the car is ready.

The design is locked.

The design is frozen and it's happening.

It's just they want to do that unveiling

to focus on their tech first.

Fair enough.

Possible.

All right, let's jump into Tesla.

So we finally get all the details this week

and we basically knew everything about it.

I had a time, but now we get the pricing information,

which was the big thing missing

about the new Model 3 Model Y stripped down.

But so the little bit of a surprise

is like the launch at the same time of Model 3.

We knew it wasn't the work.

We talked about it before, but we weren't sure.

We knew the Model Y was coming.

We weren't sure if the Model 3 would be at the same time.

It is.

So Model Y stripped down basically as we expected.

So cloth interior, no light bar in the front,

no light bar in the back, no glass roof.

And though there's still a glass roof,

it's just there's an a headliner in front of it

and it's a different type of glass roof.

You can't see it from the interior basically.

There are less ambient lightning inside.

There is new wheels that don't look too good

in these pictures here,

but I've seen them in person since

and it looks a little bit better.

There's a new battery pack, same.

It's an NMC battery pack, they didn't go with LFP

and they are, they just remove basically a module

or two from the pack from the long range version.

So there's that.

The spec in term of range is 321 miles of range,

125 top speed and 6.8 seconds.

So this is probably one of the slowest slur however

that they made with that.

But the price, the price is the thing

that was most important here and it is $40,000.

It starts at $40,000.

So the reaction so far has been pretty disappointed

because obviously the big thing is like

this is $2,500 more than the,

now they are called standard and premium.

So it's, you have standard model while

which is the shorter range real wheel drive.

It's not that short of a range against turn on 21 miles.

I think it's 30 miles less than the premium.

But the premium is more about the material,

like we said, the design and all that.

And you have the premium all wheel drive also

and then the performance one.

So the premium wheel drive was cheaper two weeks ago

when we had access to the federal tax credit in the U.S.

Then the now standard range real drive,

no, sorry, standard real drive.

The range is not standard.

It's not the small battery pack

like they do in Europe and whatnot.

So yeah, it's just not a great deal.

It's I think it's not as bad as the Cybertruck

real wheel drive situation where they basically,

reduce the price by $10,000

but remove $20,000 worth of features.

I think in this case, it's hard to make an estimate

but oh, one thing I should mention too,

no auto steer on this, no autopilot.

There's a cruise control but not auto steer.

So you don't have standard auto steer on this.

So-

But you can get full self driving though, right?

Of course, but of course.

You gotta pay for that.

Yeah, you gotta pay a 50 price for that.

So I think that's a way to get more people

to try to buy it because that is the most valuable

feature of FSD on top of autopilot and FSD.

So now if you don't have autopilot standard,

you're like more incentivized to get FSD.

So that is a big one, obviously.

The glass roof is a big one.

The fewer cell, the sort of range is a big one

even though it's not that much shorter, I can agree.

The design is not as good

but I don't think it's that big of a deal

but the material is inside.

There's a lot of downgrades in the inside.

Yeah.

I see it as about $8,000 worth of features

for a $5,000 this price.

So it clearly is on purpose, Tesla doesn't wanna sell that.

It's on purpose much like the Cybertruck real drive.

You can see that with the interest rate

that they're charging to,

they're charging a higher, 30% higher interest rates

if you're gonna finance the standard one

versus the premium one.

So Tesla clearly doesn't wanna sell that.

The Model 3, Model 3 is a bit better deal.

It's $37,500, so $2,500 less.

And the difference physically,

like it looks a lot closer.

You don't have the auto-steer too.

So I think that's like the biggest difference

but the visually on the outside, it looks very similar.

So you don't lose the glass roof,

which one of the coolest features of Tesla vehicle.

Like that's one of the first thing

that people haven't been in a Tesla to get in my car

and they're always like, oh my God, a great glass roof.

It's a big feature, I think.

So you don't lose that.

And the cloth seats are just not that bad, honestly.

So I think the Model 3 standard range is not a bad deal.

Military standard and it stops the range.

But the Model Y is not really not a good deal.

I don't know about these wheels though.

These are wheel cover, I should say.

Yeah, they're not good.

Yeah, it's not Tesla's best design.

Maybe multicolor or something, wait in there.

Yeah, well, we have a new sponsor now

that does also wheel replacement.

I'm sure they're gonna do them for the new standard range too.

So you can personalize them, have any color you want for them.

All right, earlier this week, we also had the,

you know, the almost sentient Tesla full self driving update.

The first update in a year basically,

the first major update,

they were some very minor one,

but you know, Tesla has been extremely focused on RoboTaxi.

So this is being sold to people basically

as everything that Tesla learned from the RoboTaxi all year,

package into an update for the consumer vehicles.

And it is a significant update.

So a lot of it has to do with,

well, there's a UI improvements

and now I can just click a button

you get asked like, at destination,

do you wanna park, is there gonna be a parking lot

that we're gonna navigate through a parking lot

and find you a spot?

Is it, you're gonna do street parking

or is it just a driveway?

You select that and then after that,

the car is gonna be able to,

literally get you to your destination.

So there's not gonna be disengagement

at the end of the drive,

which is like, for example, with my V12 car,

which AutoWare 3 is what I'm doing every time,

even though sometimes I can get a fully driverless ride,

then I'm fully supervising obviously,

but at the end, the parking situation,

I have to take over and dictate

where is the car's gonna park

because it's not gonna be able to find out.

So that is fixed, much like the RoboTaxi

and the reviews have been pretty good about that.

So that's good news there.

Speed control, so they improve all the different speed control.

I would really like to see that coming to my car

because that is one of the worst thing

about my version of full-cell driving.

Even in hurry mode,

like sometimes it will drive faster, too fast sometimes,

but then too slow other times, makes no sense.

Stand dirt, it always drives too slow.

But the thing that they had it was actually slot,

which is below chill now.

So I don't know what's that about.

I don't know who was asking for that,

but apparently you can go slot mode

and drive like a grandpa.

Yeah, the arrival option already discussed,

some UI improvement, brake confirmed.

So for the start of self-driving button

is now default off when disabled,

start full-cell driving will not require you to press

and release the brake to confirm engagement.

So if you remove that,

you can literally just click a button

and start driving if you have your destination

already entered in the navigation system.

So it's there really bringing in a lot of the feature

of robotaxi and making work.

And they also say obviously that they increase

the performance of the system itself.

So I had it in the link to pull over

and yielding for emergency vehicle.

That's a much needed feature.

Added navigation, sorry.

That's a much needed feature.

Yeah, it's basically a very basic feature to have

if you're gonna be truly self-driving.

Improve in-link and static and dynamic gates, okay.

There was, yeah, offsetting for road debris.

So I know a couple of Tesla influencers

that would have liked to have that update

a few weeks ago.

But yeah, that's a very needed one.

But it's an improved, so Tesla was already supposed

to handle a road debris,

but it's not doing it consistently.

And improvement in scenarios like unprotected turn,

lane changes, things like that.

So it's supposed to be like more general improvement.

We're gonna need basically a few more weeks

to get a lot more, you know, driving data in.

I checked earlier today.

There's in the crowd source data set,

there's only about 400 miles on it.

So we don't have a lot of data to discuss.

But in the next few weeks, I'm gonna make a few updates.

I would like to be able to try it myself too.

I know that a friend of mine is supposed to get,

is hoping to get it soon.

And I'm gonna give it a shot, but we'll see.

I already, I previously said that

I expect a significant improvement

in miles between disengagement on that.

I said previously two or three times.

So it should get Tesla between like 800 and 1200 miles

between critical disengagement,

which is getting a lot better,

but still so far off from, you know,

actually turning these cars on unsupervised self-driving,

you need at the very least 10,000 miles for,

and 10,000 miles that would be more for level three

where you have to have a reasonable time

to let the driver know that they need to take control.

Reasonable, so it cannot be like,

ee, ee, ee, ee, take control.

It needs to be a, in the next few seconds,

I would like you to take control of the vehicle

to be safe, okay.

But if you want like safer than human level,

you need like 700,000 miles on the kill for all aspects.

So unless you geofence everything,

like a rubble taxi system,

then you can get like 10,000 miles or something,

but it needs to be geofence and everything.

So not what that's the promise, basically.

So is this coming to hardware three

or is this just hardware four?

There's no word on hardware three.

Hardware three is fully dead in my opinion.

We, they're not even saying

when are they gonna do something about our three

is like, I've been saying it for a while,

but I think this is just praying

that they're gonna be able to,

I don't even know if they really are confident, right?

They have any level of confidence

about hardware four at this point,

but maybe there's some people within the company

that still are delusional enough

to think that they're gonna deliver

unsupervised on hardware four.

But I think that overall Tesla is praying

for like next year,

they can keep the charade going long enough,

the little game going long enough

until next year when hardware five happens

and some modification to the hardware suite.

And then they can solve self-driving on this

so that when they finally admit

that they need to compensate everyone

with hardware three or hardware four,

they at least have something

to show that they solve the self-driving issue.

Because otherwise it would probably be

the debt of the company.

Like I've never been at Tesla do more

seeing that Tesla is done,

but if Tesla is forced to admit

that level that hardware four and three

are not gonna support for certain at all,

it has to have a solution.

Otherwise, no one's gonna believe anymore.

This is all about belief.

And if you lose the belief, it's done.

Yeah.

You need the believers.

All right, we have a few more news items

I wanna discuss and then we gotta jump

into the comments section.

So you guys can put your question right now.

We already have a lot of people here.

All right.

Nitsa launched another probe into Tesla self-driving.

This one is a, you know,

this one, you know, there's the emergency vehicle.

There's the reporting of the crashes.

There's a bunch of different investigation from Nitsa.

They're not going, you know,

there's not a lot happening with them,

but there's, they keep hiding more.

They're slow going.

Let's say like that, but they keep hiding them up.

And this one is a little bit more specific.

It's about two scenarios.

It's about traffic violations.

It's about full self-driving beta or supervised.

They, you know, they look at both

because there was a example in both

and when Tesla was still calling it beta,

it's about those vehicle committing traffic violation.

And, you know, by itself, that's not necessarily a problem.

If you really consider the level,

the system level two and the driver's responsible,

the driver should be able to stop the violation.

However, they're looking at what they think is

based on the complaints and the crashes

that they've seen, 58 incidents that they have compiled,

that they wanna investigate if the driver had,

if they were paying attention,

if they had enough time to react to stop those violations.

And those are all violations by the way

that led to crashes and the incidents at least.

I think I had the number somewhere here,

but it's like there was like 14 fires, 23,

23 people injured if I remember correctly.

Yeah, 14 fires and 23 people injured.

So a significant situation here.

The two specific thing that they're looking into

is a vehicle operating with FSD

proceeding into an intersection

in violation of a red traffic signal.

So basically burning a red light.

The second one is FSD commending a lane change

into an opposing lane of traffic.

So going the wrong way on the road,

which we've seen, we've seen both of them.

Lately, specifically on my odd word,

three vehicle V12 again,

I had the vehicle often confuse the red light,

like I'm first one on the red light.

And then another light on the,

on the one of the other direction is going green

and they will detect that and start to go.

And I would stop it ahead of before going, obviously,

but sometimes it would start and then stop right away

because it detects a green light,

but then realize, oh no,

there's a still a red light in front of me and then stop.

So things like that, but not stopping.

So they found a bunch of incidents for those

and their idea is like, all right,

did the drivers were they not paying attention

or they did not, they didn't have enough time

to stop the error of the FSD system.

So they're looking into that.

I don't have a lot of hope in them doing anything about it

because every time that they just dropped the investigation

or they give Tesla slap on the hands or like,

for example, when they were learning stops,

it was like doing California style.

It wasn't actually stopping for stop signs.

And then Tesla was like complaining.

It's like, well, humans don't stop for stop sign.

It's like, yeah, but they should.

And they were like, all right,

we'll make them stop on a stop line.

So they had to do a recall and update FSD to do that.

So I think it's probably just gonna be something like that.

Honestly, I don't have a lot of hope

that's gonna be anything else than that.

And then the last, this news is another investigation

that's been launched.

This one is a little bit more serious.

I think it's gonna probably result to more things

is Tesla is being, as received, what did they call it?

Enforcement action against Tesla insurance.

So it's the California Department of Insurance

that has received so many complaints from Tesla insurance

and they warned Tesla several times about them

and to change their practices,

but they haven't done anything about it at Tesla style

and now they are enforcing them

and they could even lose their license

to sell insurance in California

and get anything in fines.

So there's three main allegation that they're making.

First, egregious, that's a new word.

Egregious, that's a, egregious delays

in responding to policy older claims

in all step of the claims and link process

causing financial harm, out-of-pocket expenses,

potential third-party liability,

explosions and distressed policy holders.

So that's just like regular Tesla service.

Try to talk to someone at Tesla, it is not easy.

So, but when you have a policy claims that you make,

you need to respond.

Tesla is like not doing that.

So people have complained.

So the Department of Insurance in California

is taking action.

The other one is unreasonable denials and delays

in fully paying valid claims to consumer

failure to conduct thorough fair and objective

in the station of claims that is denying consumer

the insurance benefit they expect.

Well, that's just sounds like a regular insurance.

That's just specific to Tesla.

They just don't want to pay you and find any failure

to advise policy holders of their rights

to have their claims denials reviewed by the Department

a major consumer protection in California

to make sure insurers are held accountable

by the regulators.

Well, that's a problem.

So when they do deny your claim,

you're supposed to let you know that you can,

there's an appeal process basically

through the Department of Insurance.

And if Tesla is not doing that,

then that's a direct violation.

So yeah, for each of the, of these penalties,

they can be 5, for each of one.

So not just each of the three that I mentioned,

but each instances, there's up to $5,000 for them.

And the deceptive act is $10,000.

So the base on the hundreds of claims,

it can add up to a few million dollars of fines.

Tesla has 15 days to respond to these allegations

before it goes in front of an administrative lot judge.

This is a little bit in the hot water

with their insurance business.

All right, the Chevy Bolt was finally on sale this week.

And there's some good, there's some meh,

and there's some what?

Cause it looks basically the same,

like it's very close packaging.

As Jamie said, it's the main thing is like,

you have a new battery pack that,

that fixes the main issue that we were talking

about last week when we were talking

about the possible launch is the charge rate,

fast charging rate, which was stuck at like 60 kilowatts

at the peak of the old bolt.

Now it's 54, not even 60.

It's 200 plus kilowatts speed.

No, no, no, no, that's a little bit.

I think it's 150.

150, sorry, Jamie was quoting like

most other vehicle these days.

So now it's 150 kilowatts,

10 to 80% charge in 26 minutes,

which is perfectly reasonable.

Start.

Yeah, especially for a vehicle of that price range.

Let's be honest, cause the prices,

it starts at 29, is there a full breakdown of the prices?

No, here.

So they are starting out early 2026 with the RS trim,

which starts at around $32,000.

Then you have the LT trim comfort package

at $30,000 and later they're gonna make

the LT trim available at basically $29,000.

So.

And those include destination charges,

which is usually like a thousand bucks or more.

Yeah, that's fair.

That's fair to mention.

But yeah, it's, you look at the inside here

and it looks like a bolt.

Yep.

You look at the outside.

You know, it's too bad GM messed around

for what the last one was 2023.

So the last three years,

they could have been selling bolts

with $7,500 tax credits.

And now they just launched it

when the tax credit's gone.

Yep.

You have these scholars here.

And it basically looks in between to me

the Bolt EV and the EUV.

To me, it's more EUV, but yeah.

I mean, it's very close.

Like the EUV and the EUV,

I think we're only like six inches.

Yeah.

I think it's just six inches longer.

I don't know if we have the dimensions on this.

It's a 65 kilowatt hour battery pack with LFP cells,

by the way.

Yeah, so pretty much the exact same size

as the previous one.

66 was the last one.

Yeah.

It supports vehicle to home.

So that's also an upgrade.

That's huge.

Yeah, that's a big deal.

Range of 255 miles,

which may be conservative according to what Jamie says

because Jamie was at the launch.

So it's a little bit of an upgrade on the EUV.

So the EUV was a little bit bigger,

a little bit shorter range in the EV.

But the DC fast charging is obviously the bigger upgrade.

The vehicle to home is the bigger upgrade, but.

Yeah, especially with the Tesla connector.

So Nax.

It's a native Nax.

That's also true as access to supercharger network.

Also a big deal.

Now, the kind of the weird part of this is the,

like I said, there's some good things.

There's some many things like the design, for example,

has not been upgraded that much.

And then there's a, what's that deal?

They're calling the Bolt EV.

Or is it just the Bolt now?

Or is it Bolt EV?

That's a good one, maybe.

Jamie, yeah, it's just a Chevy Bolt now, I think.

Jamie might confirm that and I think he's on the chat right now.

Yes.

But the weird thing is they're calling it

a limited edition Bolt.

So.

That's really scary.

Yeah.

And they're not elaborating that much on it.

But from my understanding, they said it's gonna be

a high volume vehicle.

So they said it's gonna be like competitive

with the Equinox basically,

but they say it's gonna be a limited time.

It's not gonna be available for long.

So obviously this could be just a tactic

to try to sell them faster.

Like, you know, come in, buy them right now.

But how long are they gonna sell this thing?

I think this could be like,

especially now that the tax credit is gone,

there's not, it's harder to get a vehicle

under $30,000.

That's all electric.

It's one of the rare option with that

and the leaf and then, you know,

the now there's a new standard model Y

that starts at $40,000.

So this is.

If I had to guess,

I would say this is a political thing.

Like, if there's only $500 tax credit came back,

I think they would keep it in production.

Maybe.

I don't think there's any hope

to get it back anytime soon though.

But yeah, so we'll see.

And at the same time,

they say it's gonna be high volume.

Like, they wanna sell this thing.

They also told Jamie that it's,

they are committed to cheaper electric vehicle.

So I guess maybe there's something else in the work

and it's gonna replace the bolt after, you know,

the bolt was replaced by the equinox

and then the bolt came back

and then like, it's, they're hard to follow.

Let's just put it like that.

It's doesn't make a ton of sense all right.

Yeah.

And if you read the comments or forums about this thing,

the worst decision GM could have ever made

was not having carplay.

Yeah.

Like that.

There's just so much,

there's so many people who are just gonna walk away

from this thing because it doesn't have carplay.

And I actually, I get it.

Like it really sucks not to have the ability

to message people using your phone,

which it's done since 2017

and had wireless carplay, you know,

almost 10 years ago, frustrating.

Like GM is not hearing the voices that are saying,

like just put carplay on it.

And it's running Android Auto,

not it's running Android Automotive,

which is an Android Auto,

but like, you know, Volvo is running that

and they have carplay

and like so many other brands are running that software

that could have carplay.

And even GM, like the Cadillac Lyric, for instance,

because it was around a long time

before they decided we're not doing carplay anymore,

even the new Lyrics have carplay.

Mm-hmm.

Yeah, it's hard to remove it after people actually have it

if you want people to stay with the brand.

It's very easy to have carplay.

Like they could, you know, the software exists.

So it's double frustrating.

Yeah, I feel like I understand, you know,

wanting to have your own UI,

your own experience inside the vehicle and everything,

but if you're not gonna offer phone mirroring,

if you're not gonna offer carplay,

you better be on top of your game with the UI.

And you cannot say that about most automakers,

especially legacy automakers.

Lucid this week released their production

and delivery numbers for Q3.

They produce 3,891 vehicle

and they deliver 4,078 vehicles,

which is a significant year-over-year improvement,

but they're still quite off of their goal

of adding 18,000 vehicles they want to do in QNN 2025.

And they are at 10,500 vehicle delivery now,

so they would need, you know, basically 8,000 vehicle

in Q4 or doubling quarter over quarter.

The delivery rate, it's not easy, obviously,

but you know, they ramp things up quite a bit now

with the gravity and even though they say

that they just produced 3,891 vehicle,

that also includes, and that doesn't include

a thousand more vehicle that they produce,

but they are gonna do the final assembly in Saudi Arabia

where they have another factory.

So they produce most of the car in Arizona,

shipped it down to Saudi Arabia in the other factory,

completed them there, and then distributed

in the region from there.

A little bit like Tesla was doing that in Europe

back in the day with the Moles in the Netherlands.

So if that can all happen in Q4, that will help

because there'll be a thousand more vehicles there

and then they need to badly ramp up

gravity production to sell those.

And then next year, you know,

they have the $20,000, $200,000 units order

from Uber slash Neuro for the self-driving vehicle

that they're gonna convert to gravity.

So they're pretty set for next year,

but there's quite a ramp that needs to happen, steep ramp.

All right, lastly, we're gonna have an update on Abterra.

So Abterra is going public,

which normally would be like, hey, big step, important.

Good news.

It's not so good news.

Cause normally when you go public,

you do an IPO and then show public offering,

raise money for the company.

Good.

You do maybe a SPAC deal, less good,

but still normally a SPAC deal comes

with like an empty shell company that has cash

and then you merge with that company

and then you can use the cash from that company

very much it is.

So there's that.

They're not doing that either.

They're doing a direct listing.

So a direct listing that means that the existing share

of the company or DRS approved on the system

and then you can trade them publicly

on the NASDAQ in this case.

And what does that mean?

So if there's no proceeds going to the company

from the share is just what share are gonna be trading

is the share from existing shareholders.

So it's basically an exit strategy

for existing shareholders.

That's all it is.

So normally that means it goes public at whatever price

that the first person decide to sell them at

and someone, sorry, someone decide to buy them at

or if someone is willing to share.

So it's worrying to see the lease

because I don't see a scenario from this

where things are good for that tarot

because like, let's start with like the best case scenario.

Best case scenario, one there's public demand outside

on the NASDAQ, which is possible,

but most of Aptera's capital raise so far has been

through crowdfunding anyway.

So the public has already had access to Aptera shares

to the crowdfunding effort, myself included by the way.

Even though I always was clear that I was pretty,

I thought I was likely to lose that money.

Me too.

And that's probably what's gonna happen now.

So it's gonna be for my taxes more than anything else.

But this, so what's happening is that the best case scenario

is that there is somehow still demand outside

of crowdfunding, even though, by the way,

another reason why you go direct listing

is that no bank wanted to underwrite for you

and go with public offering.

So there's not also a lot of momentum

on the institutional level.

So you need the public retail investors to somehow,

I wouldn't have bought shares on the crowdfunding,

but I would buy them for whatever reason on the NASDAQ.

Okay, there's that to happen.

And then you also need all these insiders

and crowdfunding shareholders not to sell or most of them

to create, to make sure there's more demand than supply.

And I don't have a lot of hope in that

because there is no restriction for even insiders

to sell like the CEOs, the CEOs and all that.

They don't have any restriction.

And as far as I know, they haven't come out and said,

like, we won't sell anything like that.

Like they are not doing that.

So it is, it is worrying.

But so the best case scenario is that that happens.

There's public demand insiders for the most part hold,

then you get a public share price that goes up.

And then they use that to do a second,

well, I guess a first offering,

but secondary to the initial listing on the market

raise capital with that and keep going with that.

Because so the information from the S1 filing

as of June, 2025, they had 13 million in the bank

and they were burning through more of that in a year.

So they have less than a year of runway going

and they had about 7 million in liabilities, I think.

So it's not completely awful situation,

but for someone that's trying to bring a vehicle

to market, which is very capital intensive,

it's not a good situation.

They need more capital to bring this vehicle to market.

And it's not gonna happen like that.

So worst case scenario is,

as soon as these shares go or are listed on NASDAQ,

everyone that's been, not everyone,

but a large portion of people that have bought share

through crowdfunding and insiders were old shares.

They decide to exist the position, sell

and not enough people are there to buy them.

And then the share price crashes

and then there's no one that's really willing to come out

and buy the and finance the company anymore.

And it's either goes under

or it's bought out for pennies on the dollars.

So that's the worst case scenario.

It could be something between also,

it could be like not too bad with a share price

and then they managed to do public offering.

I don't know, but I cannot stress this enough.

I do not have high hope.

I invested in the project because I just liked the idea

of a hyper efficient vehicle,

so efficient that you can even even put solar on it

and there's some value to it

rather than just be like a kind of a gimmick.

So I think that's really cool.

And I think they did that to a certain degree.

It just, it would be a fairly expensive vehicle.

And now you have like,

you can buy a bull TV for $30,000

or you could buy that thing for $30,000, $5,000 or whatever.

It's obviously the bull TV is a lot more useful.

But I liked the idea.

I think they could have sold the,

probably would have buy one any of them myself

and try to drive super efficiently on sunshine.

It's like very cool.

And then maybe they could have reduced the price over time.

And also they have some contracts

to sell their solar technology to other companies

like Tello, like I think they have a trailer company

they're sending it to also.

So there's some value in that, I think.

But it's, I don't think they have like significant contracts

like if they can, if they sell like a million dollars worth

of those next year, I would be impressing.

So I wanted to let you guys know about that

because this is happening next week.

It's getting listed on the 16.

And, you know, the only thing I think

that's going to help after is that a lot of people

are not even able to list their shares right now,

myself included.

So my shares are on insurance

and I've been reaching out to them

and I'm letting them know like,

hey, this is going public next week.

I need this in my broker account

if I want to be able to exit my position.

And I'm not saying that I'm going to exit this,

but I would like to have the opportunity to

if I think it's warranted.

And I cannot even do that right now.

I was talking to Jamie earlier too

and he's also having issues getting his share

on computer share to his broker account.

So I think a lot of people are at scenario.

All right, let's get to the comments.

Carl and San Diego, FSD 14 prompts new

NHTSA investigation.

Will the Tesla or should that read

yes men, board and investors ever regain sanity?

I don't know if it's the, it's V13.

That's that from that, honestly,

it's all these crashes happen on prior version

of the system.

So I don't think it has to do with that.

And we're already kind of discussed that,

that we don't think that NHTSA

is having a great influence on the FSD program at all.

So I think that the board is just going to sit on its hands

as you always do.

All right, Ferrari has a strong history

of using their own powertrain, the Dino B6.

Not familiar with that.

That was also used in a Dino or Dino branded model

was a painful lesson for them about diluting their tech.

Oh yeah.

At one point they tried to go like a mass market

and they didn't work out.

I don't know.

Yeah, I think,

Ferrari's a lot bigger than I thought.

Like they don't, there's two sides of it.

So for it is a motorsport side

and then there's the consumer vehicle side.

But they have a giant sprawling campus in Maranello

in next, it's right next to Belonga.

And very impressive campus that they have there.

And you know, it's a profitable company

selling 10,000, 13,000 cars a year or something like that.

I think.

Yeah, I think it's like the fifth largest

automotive deal by market cap.

Yeah, by market cap they're huge.

So they've been highly profitable.

But I just, I checked them.

I think they went, they crashed yesterday

because they had their market date too, right after,

when I left and the, the, the, the hernings

are down a little bit.

They were trading at like 45 times earnings,

which is, I think it's ridiculous for an automaker.

So I think the stock should probably go down a bit.

And I'm saying it's ridiculous to trade at 45 times

earnings for automakers,

but Tesla is trading at 200 times earnings.

So take that into account.

Well, I think Tesla was most likely would,

would probably crash at some point also,

even though I wouldn't, I wouldn't bet on it.

I hope we had a great comment on the next check today.

The comment section on that tree, by the way,

is very underrated.

We have some great comments,

some people that comments on the side.

And I was writing an article about Steve Heisman

who's the, you know, he was played by Steve Carroll

in the big short.

So he commented on Tesla recently

and he said it was a cult,

something we've been saying for a while

because it's all based on beliefs.

And you know, you just, the stock

doesn't make any sense on fundamental.

And he also said that he wouldn't short it

because his argument was pretty sound.

It said, imagine you're in 2022

and you're an analyst at the Edge Fund

and you make your analysis and you're like,

I think Tesla has peak, gonna peak earnings soon.

And then they're gonna keep going down in earnings,

probably 60% by 2025 and then keep going down from there.

So you go to your portfolio manager

and you're like, this is what do we do with that?

And then we're gonna short it like crazy.

And then if you would have done that,

you would have lost 50% from 2023 to 2025.

So even though you would have been technically right

on the fundamentals because Tesla's earnings

from 2023 to 2025 did go down 60%.

So you're, it's completely disconnected from fundamentals.

That's true.

That doesn't mean that a stock's gonna go down.

So you shouldn't short it

because it is purely based on beliefs.

And you can, what do you do with beliefs?

So a guy on the comment section said,

shorting Tesla is like predicting the eminent collapse

of Scientology.

And I think that's fair.

I mean, though technically Scientology

has been going down for years too,

but they're still racking in millions

and millions of dollars every year.

And I'm sure that they're doing pretty fine on that front.

So Tesla is kind of in a similar situation, I think.

Like as long as people believe the cult leader,

stock is gonna be fine.

Yeah.

All right, Dano says,

having the suspension settled down

when turned off is how the front bumper cover

ripped off my Model S when I backed out

of a parking spot with the parking block

in the parking space.

Oh, this suspension was down.

Yeah, I have a Model S that's been sitting in my house,

friend of mine who's overseas,

and the battery, I forgot to charge it,

battery died, 12 volt.

And then the air suspension went, shh.

Yeah, it's fun to see.

All right, I'll just stop defending

amplifying noise that's just ridiculous.

Okay, one thing that I forgot to mention,

I think on this show,

and that makes all the difference is like,

it is optional.

And it's optional and inside the cabin.

So,

where are you gonna bother?

Like, let them do it.

And if you don't like it,

well, one, don't buy it.

And if you don't like it, buy it and turn it off.

Like, that's it.

So, let's be like,

so a lot of people get upset

about something that's completely optional.

Fiat Electric Arbot also had a fake motor sound.

And although it sounded good,

it struggles to deal with revs

and rowing through the gears.

Instead, it's a single speed

that just climbs and hangs there.

Yeah, well, that's the thing.

There's no gears in an electric vehicle.

Well, some do, which one did it release one

with two gears recently?

Porsche, China's one.

I can't.

Yeah, okay.

So,

Fiat has one gear,

but they do have shifting paddles.

And the shifting paddles, basically,

it's also optional.

You can just use it normally

and have the regular throttle response,

but they do mimic different power

curves.

And you can shift between them as you drive.

And that affects the motor

and the motor, then the feedback,

it's a circular feedback loop.

So there's never a fake thing happening,

but you can basically, through software,

control the different torque curve

and speed curve.

And then the motor's gonna react to that

and then the sound's gonna get feedback to you.

So there's that in there.

Jamie notes that the president of NVH

figuring out how to add more noise

instead of remove noise,

which is the typical job of NVH.

They also did that too,

but that's the thing, like I was saying earlier,

they did it also for the motor,

where they make sure that the motor sounds

are enclosed in the drive unit.

And then when you do that, it's like,

all right, this is great.

Like we don't have any sounds that we don't want,

but the sounds that we want is not there anymore.

So that's the thing, like it's a double-head sword.

All right, Speculator says,

question, do we know if a new strip Tesla Model 3NY

can do vehicle-to-load and vehicle-to-home,

like the refreshed Model Y performance?

Yeah, we talked about that with the Model Y performance

last week or two weeks ago when it was launched to the US.

And from our understanding, all Tesla vehicles,

since the CCS update that had the CCS module

are technically capable of using the motor,

capable of using the protocol and doing vehicle-to-load,

vehicle-to-home whatever, bi-directional.

Tesla is detecting when it is being used and stopping it.

Like I said, I was able in the 2023 Model Y

to pull out 10 kilowatts is just after a few seconds,

a few minutes, I think three minutes or something like that.

It shuts down because it looks like Tesla is like,

hey, are we charging?

Are we discharging right now?

I was like, oh, we're discharging.

What's happening?

And they stopped it down.

So they're capable of it.

They're just not allowing it.

And they are allowing it only in the Cybertruck number Y.

So these new models, I'm pretty sure is the same thing

is just Tesla is not letting people do it

because they are software blocking the features

to sell the more expensive vehicle.

That's what Tesla does with a lot of things.

All right.

Jamie says Model YP.

Question, how would you rank all the new cheaper EVs,

new Bolt, new Leaf, Equinox, Strip Model 3 and Y,

any others?

I mean, there's like a couple others I would note,

maybe Fiat 500 or I guess that's not super cheap,

but I think I'm team Bolt always.

I don't know.

Yeah, I mean, I was going to say,

I haven't tried most of those yet.

I've tried the Equinox, which I think is pretty good.

The higher equinox is good.

They had things that the base version is not that bad.

That's what I was going to say, basically,

compared to the higher end version.

So I think the Equinox is a pretty good option.

The Bolt, though, obviously, it's so close to the old one

that we can probably make a judgment.

And at $30,000 to $9,000, it is interesting.

The new Leaf, I've seen it, haven't driven it yet.

Same thing for Model 3 and Model Y.

And like I said earlier, just based on the visually

and the specs, I think the Model 3 strip 37,500

is not bad at all.

If you can get some of the, in New York,

you still have an incentive on it, like it's a little one.

2,000.

2,000, yeah, in California, like it's a few places.

Like it's, if you can't get it out at $35,000,

it's not a bad car at that price, I feel like.

Model Y, I already posted about it,

but I don't think you should buy it for $40,000.

And if you want to buy a Model Y,

just buy the Rural Drive Premium at $45,000.

I think it's a better deal.

Yeah.

All right, Mike, the car geek says brands

like Ferrari, Lamborghini, and Aston Martin, right?

Aston, yeah.

Desperately need to partner on technology.

They don't have the right people to do software and battery

and EVs, just gas engines.

Well, software side, you can say that of a lot of people,

like especially like the Germans and the Japanese.

They don't have a lot of software industry there

to recruit from and all that.

So you can say that about not just those.

On the powertrain side, if you invest in there,

you can come out with something pretty good.

And that's what we're seeing from Ferrari, I think.

Everything I've seen from Ferrari

was like top-of-the-line stuff that you see in supercars

and very high-end EVs today.

They were able to develop that in the last four years.

I don't think initially they proved

that you didn't need to partner.

They can partner, though.

They certainly can.

Like Lamborghini, for example, should probably

partner with Remax since they are kind of sort of

by the such a weird situation with Volkswagen Group

and Porsche and then Porsche and Remax or like it's...

But I'm sure they can get someone on the phone

and have them work with them.

All right, this is kind of a weird question.

Since FSD is getting worse, not better.

Can you order your Stripper Model 3

with, I think, standard, maybe?

With version 12?

So saying you would get an older version of the software.

I don't think...

No, the Stripper Model 3, Model Y,

I don't have standard autopilot.

You have to buy FSD, but if you get FSD,

I think you're going to get V14 on it.

Right, and the hardware's going to be...

But is he saying that he thinks that FSD is getting worse?

Because I think it's pretty clear that V13

is better than V12.

V14 is still up for debate.

They have definitely more features in them,

is the performance, the reliability over time,

better than V13.

We simply don't know that yet.

All the Tesla influencers that got them say yes,

but I always want to see data.

And the crowds was data.

I think last time, actually, it was at 400 miles,

so it was still way...

We need a few thousand at the very least.

This is interesting.

Short version one says,

glad I caught you guys live.

Powerwall 2, date range from Australian Recall,

were all replaced with Powerwall 3 by Tesla

at no charge under warranty in Colorado.

Yeah, I'm not surprised about that.

I have a source that I know it's very good,

but I would need a second source on a few things to...

I think Tesla is not handling this situation very well right now.

I would like to have more information.

If you can reach out to me, actually, about that,

and I can confirm that that's true about Colorado,

because I know it's happening other places also,

you can reach out at fred at electric.co.

I'm working on something with that,

but in my opinion, Tesla has been kind of hiding

this situation in the U.S.

There should be a recall,

and there's no official recall in the U.S. or elsewhere

other than Australia right now,

even though it's the same technology.

All right, Dano says,

has Elon said anything lately

about upgrading hardware 3, FSD?

We talked about this.

I haven't been listening to him lately.

Nope, nope.

Generary, he announced,

that won't be capable of unsurprised self-driving.

No significant update since.

No update from Elon about what they're gonna do about it,

and no significant update to the software either.

All right, Jamie notes that this,

the new Bolt is the same dimension as the EUV.

But I felt like, I was just saying like in between,

but I felt a design a little bit in between too.

Not sure if they're saying EUV or EUV, just Bolt, yep.

Yeah, so we saw Bolt in the thing.

Yeah, there's also a two-year agreement with Cattle for LFP,

so I think we can expect it to last at least that long.

So two years, that gets us right up to election time, I think.

Yeah, but maybe the deal is for also other programs,

like the battery pack could,

the battery cells could be used in other programs.

That's true.

CarPlay thing is a people would have asked

for a faster horse situation,

but he's a CarPlay hater

and off-phone projection UIs,

despite being an Apple guy forever.

I have to say, so I drive a Bolt,

EV, a Tesla, and a Rivian.

Like the family has three cars.

It is very frustrating that I can communicate better

in the Bolt using CarPlay with people,

with using text message, voice to text,

and then I can in superior cars,

like the Rivian and the Tesla are superior software.

I think everybody agrees with that,

but it's frustrating because CarPlay does-

Especially for that specific use case, yeah.

Yeah, so that's something I do a lot

and it's really frustrating that we don't have that yet.

All right, Jess7 says,

saw my first lucid gravity in Albuquerque, New Mexico.

Awesome car, cool.

Maybe the limited edition Bolt is the first couple of years

with the imported cattle batteries

and the permanent edition will be LFP batteries

made in the USA.

Yeah, but then why say that?

Then I guess we're to sell more of them,

but it is strange to launch a vehicle

and then yeah, this is on the middle of the vehicle,

it's just gonna do that for a while

and maybe we'll see, like, what are you doing?

Yeah, I mean, I think that has everything to do

with the $7,500 tax cut.

Well, the timing is-

Announcing that.

Yeah, it's not like there was no interest in it, it was...

Yeah, anyway.

Do you think GM could pass Tesla and EV sales in a few years

if Tesla keeps de-emphasizing EVs

and instead focuses on autonomy and robots?

I mean, yes, in a few years, no.

They would need to-

They're going in this direction, but Tesla's way up here

and GM's kind of down here.

Yeah, I mean, if we're talking about US,

like Tesla is stable right now in the US,

like they went up a little bit in Q3, obviously,

but I think they're gonna go down a little bit in Q4.

I think it'd be like relatively stable moving forward.

Like I said, I think 10% boost in deliveries max

with these standard range ones and move this.

So maybe it's gonna be a bigger percentage of the mix,

but some of that percentage is gonna come

cannibalizing the rest of the lineup.

So it's a very, like a small boost of sales,

and I think, I mean, and I mean that globally,

I think probably most of it is gonna come from China,

gonna come from other places.

So yeah, I think, and GM is obviously

on a different trajectory.

The Bolt TV, for example, how much are they gonna make?

Many, they say it's gonna be a high volume program.

They even, I think in the Gmail, the email is in Gmail,

they said they reference the Equinox.

Like it's gonna be like similar to the Equinox.

So the Equinox is like third after the Model 3

and it's, you know, there's no close fourth.

So if they keep ramping that up

and then the Bolt TV adds up,

like you're getting closer and closer,

and then you have all the Cadillacs that are doing well,

you have, you know, the GMC.

So I think there's room,

there's GM has a lot more room to increase than Tesla.

Would take probably four years,

maybe five years to make it happen,

probably towards the end of the decade,

I wouldn't be surprised if they're close.

All right, specular, I probably agree with Seth,

Team Bolt, but they need some leaf looks interesting,

need to learn more.

I, yeah, I wanna see more about the leaf.

I think they did a good job with the design, for sure.

While replacing all Powerwall 2 batteries

is gonna be expensive.

Yep.

Yeah, and actually doing the replacements in homes

is gonna be very expensive.

Powerwall recalls safety related or just failures?

Safety related, in Australia they mentioned the fire risk

and apparently there's been like a half a dozen fires

related to it and there's been some fires in the US too.

So I have a source that is very good source,

like, but in the, in the, in the problem back in 2023

with the Powerwall 2 and some of the fires were in the US.

All right, have you seen the Dacia hipster announcement?

800 kilogram, heavy city, EV, 100 miles range,

12,000 converted from euros.

Yeah, I've seen that.

It's, it's a, it kinda looks like a Skyon

or what, that Toyota brand.

I don't know that, but I've seen it.

The interior looks weird, like very, very weird.

You guys should check that out.

It's a strange looking car inside.

All right, short version.

I have a solar roof direct from Tesla.

So that helped, had a weird error

than auto service with little info.

Yeah, that's what I've heard.

Okay, you can send me an email.

Yeah, that's what I've heard.

I've heard that like Tesla says that it's like a failure

and then they replace it.

So they're doing kind of a sneaky recall going on.

It's, it's not cool.

He should like, if there's a fire risk

you should tell people and you should fix it.

You should not, you don't do like,

oh, there's a problem.

The system will just replace it.

All right, Jamie expands.

GM said Bolt and Equinox will make up a majority

of our EV sales and said that the two

would be their high volume offerings,

but didn't specify which will sell more

or how much they expect to sell.

Yeah, so the GM is gonna have a colonization issue

to a little bit like we discussed with Tesla,

like the Bolt is a little bit smaller,

but still it's some people that were gonna go,

Equinox gonna go with the Bolt I think.

So they said Bolt and EV will make the majority

of our EV sales.

So that, you know, that doesn't mean

the Bolt could still be half of the Equinox

and it would still be the second biggest program at GM,

I think.

Yeah, Equinox is kind of the sweet spot there.

You know, the price and a little bit bigger.

For North America, yeah.

Yeah.

All right, last one is in Norway,

2.8 million cars on the roads, 170,000 are Tesla.

Yeah, yeah, Norway loves their electric cars

and Tesla makes good electric cars.

Makes sense.

All right, well that's it for us this week.

On hour 21, a little bit long,

thank you for everyone that's stuck with us this long.

We appreciate you.

If you do appreciate the show,

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All right, we're gonna see you

same time, same place next week.

Have a fun weekend, stay safe out there.

Bye-bye.

Ferrari Elettrica, Tesla's stripped-down Model 3/Y, new Bolt EV, and more

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