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Hello everyone and welcome to Kilowata podcast about electric vehicles, renewable energy, autonomous driving and much, much more.
03:49
My name is Bode and I am your host and on today's episode we are going to be going over news.
03:56
So let's go ahead and actually, you know what, before we get into it, we had an email from Joe.
04:05
Joe listened to the episode with Allison and Ron and he just had some battery tips that he wanted to share with everyone.
04:13
So let me, because I am an old man now, make my text bigger so I can read this.
04:20
All right, here are some battery tips.
04:23
Number one, the happiest lithium batteries stay as close to 50% charge as possible.
04:29
Shorter charge and discharge cycles also help maximize battery health.
04:35
So that's good to know.
04:37
Number two, you don't need to fully charge or fully discharge your EV battery.
04:43
The idea that you must do so to calibrate the battery or avoid a memory effect is outdated and incorrect.
04:51
And just so you know, I know what Joe does for a living, so these are good tips.
05:00
In relation to what we just talked about with calibrating the battery and fully discharging and charging the battery.
05:06
He says the memory effect was a real issue with very old nickel based batteries from the 1970s,
05:13
but it doesn't apply to modern lithium ion batteries.
05:18
Today's EVs have a sophisticated battery management system that accurately track and maintain charge levels without requiring full cycles.
05:29
All right, number three, if you typically charge to 80% and return home with around 70%,
05:37
consider lowering your charge limit.
05:41
Keeping the battery in a narrow, more moderate range reduces long term battery degradation.
05:48
If you charge to 90% and arrive home at 10%, you're using your battery as intended.
05:56
Don't stress about it.
05:58
Enjoy the full range of your vehicle offers.
06:04
And I think this is number four because I've lost count.
06:07
You don't need to avoid DC fast charging out of fear of accelerated wear or degradation.
06:15
The cars system manages temperature and charging rates to protect the battery effectively.
06:21
While this can vary from model to model, we will still need to see how fast charging vehicles hold up.
06:29
It seems most established EVs don't see much acceleration in degradation so far.
06:37
So Joe, thank you so much for sharing that with us.
06:40
And hopefully everybody got some good battery tips out of that.
06:44
Moving on to our EV news.
06:46
Volkswagen is killing the ID4 in the United States.
06:50
So instead of building the ID4 at its Chattanooga plant in Tennessee,
06:56
Volkswagen is going to build the three-row Atlas SUV, which if you don't know is an internal combustion engine vehicle
07:03
that gets a very unimpressive 18 miles to the gallon.
07:07
So pour one out for the ID4.
07:12
Next up, we're going to talk about Polestar.
07:15
Polestar has posted its best financial quarter ever, which is great for the company.
07:22
They sold about 13,100 vehicles globally, which is up 7% year over year.
07:28
A big driver of their demand is better distribution.
07:31
Polestar expanded its showroom footprint by 50%.
07:37
So they went from around 154 showrooms or points of sale to 230 locations.
07:44
That's thanks in part to Polestar being able to tap into Volvo's dealer network.
07:50
And they expect to have 250 sales points or showrooms or dealers or whatever you want to call it by the end of the year.
07:57
So good job Polestar.
07:59
They're also leaning into their growth mode.
08:02
So the new models are coming out, which include the Polestar 5, which is a wagon version of the Polestar 4.
08:09
And they have more vehicles planned through 2028.
08:13
As far as production goes, Polestar is shifting strategy just a little bit with the Polestar 3.
08:20
They are phasing out Chinese production of that model.
08:24
And then they are bringing the Polestar 3 here to the US for manufacturing.
08:28
And the Polestar 3 will only be manufactured in the US and then sent to other countries as you order them.
08:37
You know, Polestar is certainly not exploding in sales when you consider they sold 13,000 vehicles.
08:46
But still, I mean, they're growing.
08:49
So I think that's awesome.
08:51
One of the other reasons why they're growing is they have some very aggressive offers, especially if you own a Tesla.
09:00
Right now Polestar is cutting prices of their EVs in the United States up to $21,000 off, which is nutty.
09:09
So you have to qualify for this.
09:12
You have to own a Tesla to qualify for the full amount.
09:16
I should say you have to own a Tesla and then you have to finance a 2025 Polestar 3.
09:21
If you don't own a Tesla, I'm sure there are some incentives that Polestar is offering you,
09:26
especially if you're coming from another EV.
09:28
But if you have a Tesla, you can get $21,000 off up to $21,000 off if you buy a Polestar 3.
09:36
And I saw somewhere, well, I actually was talking to somebody yesterday when I was doing an interview for a show that's going to be aired later.
09:45
And offline, he was telling me that he has a Polestar 3.
09:50
No, yeah, Polestar 3.
09:52
And he got a great lease deal.
09:54
And then I saw a news article confirming that, so zero down in like $5.79 for a lease,
09:59
if that's what you're going for, not a bad deal.
10:02
Now, as far as, you know, if you want another vehicle like a Polestar 4,
10:08
because we don't have Polestar 2s here in the U.S. anymore.
10:11
If you want to Polestar 4 and you're a Tesla owner, you can get up to $14,000 off if you're looking, like I said, at a Polestar 4.
10:20
Deals like this are available till the end of April.
10:24
And I would, you know, visit Polestar dealers for details,
10:28
because I'm sure there are other things available to folks who don't have Teslas and are wanting to switch over to a Polestar.
10:35
From everybody that I have talked to that has driven or owns a Polestar, it's hard to go wrong.
10:44
I mean, there are certainly problems with the vehicle, you know, small issues, annoyances,
10:49
but I don't think that any car is perfect and they're going to have small annoyances.
10:54
Overall, people really seem to like their Polestar.
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12:41
All right, everybody, that is our EV news.
13:03
And I genuinely thought that was going to take more time.
13:06
So why don't I just take a moment to plug the Patreon or Supercast.
13:10
If you don't like getting ads or having ads in your feed,
13:14
then you can, for as little as a dollar, get rid of those ads.
13:18
I don't know very many or any, if I can think of them,
13:22
podcasts that are still offering a dollar for the support level,
13:28
just because you don't get very much of that dollar when it comes down to it.
13:34
But I'm trying to keep everything affordable for anybody who wants to take part.
13:37
So for a dollar, you remove the ads on eight shows a month.
13:43
It seems sometimes I miss the episodes enough.
13:47
It feels like it's eight shows a year, but it's eight shows a month that you would get no ads on for one dollar.
13:53
I think most people can afford that.
13:55
So if that's something you're interested in, all the money goes back into the show,
13:58
none of that money goes into my pocket, you can go to supportkilowatt.com.
14:03
And I promise you that I release more than eight shows a year.
14:08
All right, let's move on to our Tesla news.
14:11
Tesla has a new interior color for the Model Y Premium trims.
14:16
And it's nice. I like it a lot.
14:19
It's called Zen Gray and it's going to replace the black and white interior.
14:23
Here's the thing though.
14:25
It's only available for cars built at Giga Shanghai.
14:29
So if you live in Australia, New Zealand, South Korea, Japan, Philippines,
14:34
pretty much any place, any market where they get their cars from Giga Shanghai,
14:39
you can order this color.
14:42
I think it looks great.
14:44
To me, in the pictures, it looks a little darker than the white,
14:49
but really it just looks elegant.
14:52
And I'll be honest, I have seen some people with white seats
14:56
and they end up turning this color.
14:59
The seats end up turning something similar to this color eventually.
15:03
It's very hard to keep the Tesla white seats clean.
15:06
Based on my daughter's car and some other people that I know are struggling with that.
15:12
So Zen Gray, good color.
15:17
Tesla has started rolling out FSD in the Netherlands.
15:22
FSD supervised in the Netherlands, which we knew this was coming.
15:26
We didn't know exactly when for sure, but it is out.
15:31
It's rolling out to beta testers.
15:33
It's going to go to a wide release soon after that.
15:36
You do have to be in the beta testing program in the Netherlands
15:39
and you do have to have a vehicle equipped with AI-4 to get access to it,
15:44
which would be interesting to see if anybody in Europe
15:46
as they roll FSD unsupervised or supervised, excuse me,
15:50
out in Europe, it'll be interesting to see when AI-3,
15:55
if AI-3 will be included in that rollout.
16:00
I would imagine that it might, but I can't imagine charging somebody.
16:06
Like if Tesla came to me and said, hey, for $400,
16:09
we'll give you what we have for FSD, I'd pay the $400.
16:13
But I'm not paying, what is it now, $8,000 for FSD on a hardware 3 vehicle.
16:20
I'm just not doing it.
16:22
Even if, you know, I mean, maybe if they promised me AI-4,
16:26
it might be a little bit more, but yeah.
16:32
I'm trying to be positive.
16:35
I'll just keep my mouth shut.
16:37
Back here in the United States,
16:40
Tesla did roll out FSD supervised 14.3.
16:44
Elon made a lot of outrageous, well, I would say outrageous.
16:47
He made a lot of bold claims.
16:49
And honestly, you know, the big thing that people are noting
16:54
is that reaction times for the vehicle got 20% faster.
16:58
And I think that's great, but I don't know that, you know,
17:02
it met the whatever Elon said about it.
17:06
I can't remember exactly how he put it,
17:08
but it brings a lot of pieces of the puzzle together for FSD.
17:14
I'm not sure it did that based on people's reviews
17:18
and what they've said about it, but, you know, it's here.
17:22
There's a few new safety features that I think are interesting
17:26
when it comes to bad weather.
17:31
So if the system detects what it thinks could be a hydroplaning risk,
17:37
so not just rain, but actually slippery roads,
17:41
it will actually automatically lock out the more aggressive driving modes.
17:46
So instead of getting like hurry and Mad Max and even standard,
17:51
you're going to get put into chill or sloth mode
17:54
until road conditions improve.
17:56
And I think that is a really good way for Tesla to handle this.
18:01
It's going to reduce sudden acceleration, lane changes,
18:06
and, you know, whatever traction might be compromised.
18:10
But early beta testers are still seeing some issues, as you would imagine.
18:15
The system can be like overly sensitive
18:18
when it comes to triggering the hydro, anti-hydroplane mode.
18:23
And it actually will happen on an over a light drizzle
18:28
and, you know, there's really no risk of hydroplane
18:33
other than that the ground is wet.
18:35
That's not a hydroplaning danger.
18:39
So this is leading some drivers to disengage FSD
18:45
just to be safer and keep up with the flow of traffic and things like that.
18:49
But in the end, this is a positive move.
18:54
And I commend Tesla for doing it.
18:56
They are going to need to fine tune this over time,
18:59
and I'm sure that they will do that.
19:04
If you want to know a moment in my career
19:08
that I was actually very concerned,
19:12
it was, we were going to a fire.
19:14
I was driving the ladder truck.
19:16
The ladder truck is 48 feet long.
19:18
It weighs 78,000 pounds.
19:21
It's early in the morning, probably five, maybe 4.30 in the morning,
19:25
something like that, just a couple of years ago.
19:27
And it's raining super hard.
19:30
And I'm not driving overly fast.
19:32
And if you don't know what hydroplaning is,
19:34
it's basically you start,
19:36
you kind of just start floating on the water.
19:38
Your tires aren't touching the ground.
19:40
It's a very simple explanation,
19:42
but your tires aren't really touching the ground.
19:44
So when you hydroplane,
19:46
you don't necessarily have a lot of control.
19:49
There's a lot of things that you can do to make it worse.
19:52
The best thing you can do is just kind of relax your hands on the wheel
19:55
and let off the accelerator
19:57
and just kind of let things correct themselves.
20:01
It's not to say you should let go of the wheel entirely
20:03
and take your feet off the gas,
20:05
but accelerating or hard braking
20:08
isn't necessarily going to help you out in those situations
20:11
because you're not touching the ground.
20:13
Anyway, we're coming up on a turn
20:16
and the truck started hydroplaning.
20:19
And so I did what I was supposed to do.
20:22
And we're just kind of,
20:24
we're just kind of floating
20:26
and we're not going super fast,
20:28
but fast enough in a truck that weighs 78,000 pounds
20:31
and is 48 feet long
20:33
towards the curb, which is there's this nice neighborhood sign
20:36
and we're just kind of heading towards that.
20:38
And eventually we were able to stop
20:41
what felt like inches before we hit the curb,
20:44
but it was probably more like feet before we hit the curb
20:47
because I don't remember having to back up
20:50
and to go into the neighborhood,
20:52
but it felt like we were just,
20:54
I had no, there was just nothing,
20:57
we were just in it for the ride basically.
21:00
The only time that I can think of,
21:03
that was probably the worst time I can think of
21:06
were the truck that was driving hydroplane.
21:09
It happened a few times,
21:11
but it's never been anything that made me
21:14
so concerned that I was going to wreck
21:16
a million dollar plus fire truck.
21:19
I mean, it costs a million dollars to buy this truck
21:22
12 years ago, 13 years ago, 14 years ago,
21:24
whatever we bought it in.
21:26
This truck to replace it costs
21:28
more than two million dollars now to replace.
21:31
So I was not looking forward
21:34
to having to have that conversation
21:37
with chiefs that I wrecked a million dollar truck.
21:45
continuing about full self-driving.
21:48
So we talked a little bit about
21:52
Tesla released 14.3,
21:55
Elon said that this is going to be
21:57
a lot of the pieces to the puzzle
21:59
for solving autonomous driving,
22:02
and then they released 14.3
22:05
and then Elon gets on Twitter
22:07
and says that FSD 15,
22:10
not a point release, but FSD 15,
22:12
will far out exceed human levels of safety.
22:17
So why is he saying that?
22:21
What's so special about version 15
22:24
of full self-driving?
22:26
Elon says that it's a much type
22:29
10 times parameter model.
22:32
And basically this is 10 billion parameter
22:35
neural net, which right now
22:39
we're looking at a billion parameters
22:41
model neural net and version 15,
22:46
I was almost at episode 15,
22:48
version 15 will have 10 times that
22:50
at 10 billion parameters.
22:56
You know, it's actually, you know,
22:59
they're testing it.
23:01
So we'll kind of see where it goes.
23:03
I don't know that we'll see it anytime soon.
23:05
But if everything goes according to plan,
23:07
this larger model would make it
23:10
more nuanced, more human-like
23:12
when it comes to decision-making
23:14
and could make a real shift towards,
23:16
you know, true autonomy.
23:18
But I feel like I have to say
23:23
that Elon says this all the time.
23:25
Like with version 12,
23:27
which was in November of 2023,
23:30
he said supervised, this is a tweet,
23:33
supervised full self-driving is,
23:35
I think it's a tweet.
23:36
This is a quote from him that I got
23:38
from the article, which was an electric article.
23:41
Supervised full self-driving is
23:43
vastly safer than human driving.
23:46
That said, version 12,
23:49
which has end in neural nets,
23:51
will far exceed human safety
23:54
even when unsupervised.
23:57
That was November of 2023.
23:59
I don't think we saw that.
24:04
but I don't think that was solved
24:07
or was vastly safer than human driving
24:12
Now in 2025, he said something similar.
24:15
Here's what Elon had to say about
24:18
version 14 in August of 2025.
24:22
Version 14 will be better than human for sure,
24:26
meaning a better driver.
24:28
But I don't know if it will be 10x.
24:30
When he says 10x, he means 10 times better than a human.
24:34
He goes on to say maybe 2x to 3x.
24:38
So 2 to 3 times better to a human.
24:40
He then says version 15 has a shot
24:43
of being 10 times better than a human.
24:46
So that was an interesting,
24:48
you know, little message.
24:50
And then two days after that,
24:52
he added that version 14,
24:54
while capable of being much safer
24:56
than a human driver,
24:58
will take a few months to debug post-release.
25:01
So I'm not sure if somebody got into his ear
25:05
and like, hey, this thing is barely fully baked
25:08
or isn't even quite fully baked.
25:10
Maybe you don't say that it's 2 to 3 times better
25:13
or safer than a human driver.
25:15
But, you know, we can all agree
25:19
that for the most part, you know,
25:21
Tesla is improving their software with each version.
25:25
There are times when they, you know,
25:29
release the version
25:31
and it gets a little bit worse.
25:33
But eventually they will kind of release updates
25:36
and it'll get a little bit better.
25:38
So we're not bashing Tesla on
25:47
iterating their software.
25:49
It's more like the messaging I think is hard
25:52
because it's hard to quantify
25:54
because Tesla doesn't make this data
25:56
publicly available, right?
25:58
We don't know how Tesla
26:01
is determining these data points
26:05
and we don't know what they are,
26:07
what they're including.
26:09
But more importantly, we don't know what they're not including.
26:12
So while they can say that, you know,
26:19
FSD gets into one accident
26:21
every however many million miles, right?
26:24
That's great, but what are they calling an accident?
26:27
You know, they can say that FSD
26:32
he can drive so far without disengaging.
26:34
Well, that's great.
26:35
What are you calling a disengagement?
26:37
Are you saying the software disengaged automatically
26:40
because it got into a situation and didn't know?
26:44
or are you including, I should say,
26:47
the fact that somebody who's driving the vehicle,
26:50
supervising the vehicle, if you will,
26:52
is actually like, sees something that they're like,
26:55
I don't like where this is going and then they disengage.
26:58
Does that count as a disengagement?
27:00
If I had to guess, it probably doesn't, but I don't know.
27:02
And nobody but Tesla knows.
27:04
So because they don't publish
27:07
how they determine their safety claims,
27:10
we don't really know, you know,
27:13
they do have some information out there to be fair,
27:16
but we don't, when they're putting this all together,
27:19
we're not seeing a transparent,
27:21
like this is how everything went together.
27:23
We're not getting a peer review of their data.
27:27
We're not getting any third party verification
27:29
of their safety claims.
27:31
So at this point, we just have their word for it.
27:34
And, you know, I think we can probably agree
27:38
that their word is optimistic.
27:46
Do you see, did you hear how he said optimistic?
27:50
I'm actually kind of like sitting up in my chair
27:52
and tilting my head when I'm saying this,
27:55
if you can just, you know, imagine that in your head.
28:00
I'm also opening my eyes a little bit wider than normal.
28:03
Do you know what I'm saying?
28:05
Can you picture like an ugly bald guy doing this?
28:09
If you can't, watch Lord of the Rings go to the orcs,
28:13
picture one of them saying optimistic,
28:15
that's what you got.
28:17
Picture them sitting in front of a computer
28:19
with a big monitor and a little monitor
28:21
and a microphone in front of their face.
28:24
Them saying optimistic.
28:28
All right, with that, let's move on.
28:32
I hate having to talk about Tesla's optimistic
28:40
of versioning, I don't know, optimistic features.
28:45
Because I really want, I think it's amazing the way it is.
28:49
You know what I mean?
28:51
Like I think if they were just like,
28:53
hey, here's what it does right now.
28:55
And I know I've said this a ton of times,
28:57
but I feel like I just need to say it again.
28:59
This is what the car can do right now.
29:03
Not like, hey, version 15, it's going to do so much better.
29:06
You know what's coming out soon,
29:09
right around the corner, not too far from now, is AI5.
29:13
So when we get to version 15,
29:16
is AI4 going to be in the same boat that AI3 is now?
29:21
Like this is the problem I'm having.
29:25
I don't think it's fair to make these promises
29:29
when we're really not in the best place.
29:36
To, I don't think it's fair to make these promises
29:41
when you're kind of already leaving some folks behind.
29:44
Now Tesla still has an opportunity to upgrade,
29:47
because Elon said that they would,
29:49
so I imagine there's lawsuits if they decide not to,
29:52
they can upgrade hardware or AI3 vehicles to AI4,
29:55
maybe even AI5, maybe they'll do that, who knows.
29:59
But the thing is like,
30:03
I think they would have a lot less detractors and haters
30:07
if they just promoted what the car can do now.
30:11
And that's still pretty amazing.
30:14
Let's not worry about what version 15 is when you're on 14.3.
30:18
Unless you're planning on just skipping
30:20
all the other numbers in between 3 and 10,
30:23
then we can maybe, or 3 and whatever.
30:26
You know, I guess it could be 14.12 if they really wanted to.
30:30
But from now until version 15,
30:34
let's be a little bit more realistic with our messaging.
30:39
Not to say you can't be optimistic,
30:41
but be optimistic with the features that you have today.
30:44
And stop promising things
30:46
that are just being kicked down the road tomorrow.
30:50
Did you know that you can hack your Tesla
30:52
to get free full self-driving?
30:55
Did you know that sometimes your podcast host
30:58
goes off script and rants for 3 minutes?
31:01
Because both of those things are true.
31:03
So, as far as the hacking your Tesla
31:06
to get free full self-driving,
31:09
but Tesla recently disabled that hack.
31:12
And it affected over 100,000 people
31:16
that were just in China.
31:19
Not everywhere else.
31:21
They disabled 100,000 full self-driving
31:26
and equipped vehicles, I should say.
31:29
Teslas that were hacked to get free full self-driving.
31:32
Over 100,000 of those just in China,
31:37
So, the way that they were able to make this work
31:40
is they purchased a device
31:42
for anywhere between 700 and $2,000.
31:45
That device plugged into the CAN bus,
31:47
which is not an easy thing to get to in a Tesla.
31:50
Or at least it's not easy for me.
31:53
You have to remove some stuff to get to it.
31:57
And then this device will unlock the complete FSD suite,
32:03
Owners with this device got an in-car notification
32:07
and an email warning
32:09
that modification violates Tesla's terms of service
32:12
and it could compromise vehicle safety
32:15
and it could be a cybersecurity risk.
32:17
Which I'm gonna be 100% honest.
32:19
I agree with Tesla.
32:21
I would not hack my Tesla.
32:22
I would not hack my car ever.
32:24
I know there are people out there who like to mod
32:27
and get all sorts of cool tuning stuff out of their cars.
32:31
That's just not a thing for me.
32:33
I want my car to run as intended
32:35
for as long as humanly possible
32:37
and I don't want anything that's gonna affect that.
32:39
Especially something that I'm buying,
32:41
a device that I'm buying from a company
32:43
that may or may not be reputable
32:45
and then I'm plugging that directly into my car
32:47
that's connected to the internet.
32:49
That doesn't seem like a good idea to me.
32:51
If you've heard that, I do think if you want to do this
32:54
if you're a person that likes this kind of thing
32:58
You're just accepting all the risk
33:00
that could potentially come your way.
33:04
Now, there are some people who,
33:06
and I can't imagine this isn't very many
33:08
but the article didn't mention that there were some people
33:10
who purchased their Tesla in, let's say, the United States
33:15
and they are cleared for full self-driving in the U.S.
33:18
and then they move to a different country
33:20
had their vehicle shipped to that country,
33:23
registered said vehicle, now they're driving around
33:26
but they don't have access to FSD
33:28
because they live in a country that doesn't offer FSD
33:31
so they buy this device
33:33
and then now they have access to FSD again.
33:35
Well, it sounds like that Tesla was like,
33:38
okay, cool, we're disabling your FSD
33:41
with your hacked Tesla
33:44
but we're also not going to let you
33:47
continue with the FSD that you purchased
33:50
because you violated the terms of service.
33:53
Now, I don't know if that's true or not
33:56
but if it is, I mean, I kind of think
34:00
that there might be a better way
34:03
of handling that on Tesla's side
34:06
but I do understand why they would do it.
34:08
So, all right everybody, that is it for me
34:12
if you want to send me an email
34:14
it's bodi-b-o-d-i-e at 918digital.com
34:17
you can find me on LinkedIn
34:20
which is just bodigrim-b-o-d-i-e-g-r-i-m-m
34:25
on Friday, I'm recording this on Saturday
34:28
on Friday I actually recorded two interviews
34:31
that I'm going to play at the end of the month
34:33
so I can go and visit my mom.
34:35
I had these interviews scheduled so tightly
34:38
that one of the folks
34:40
that was the second interview
34:42
they jumped in a little bit early
34:44
because they're good podcast guests
34:46
and they were like, well I'm going to show up early
34:48
and they did, both actually showed up early
34:50
except for I was in the middle of the interview
34:55
and not a big deal, it was actually kind of cool
34:57
and I wish they would have stuck around
34:59
because it would have been a funny introduction
35:04
even though I didn't release a podcast yesterday
35:10
yeah I think that's it
35:14
is having a really good weekend
35:16
my wife is out of town
35:18
so I got to spend some time just me
35:24
we did a school event on Friday
35:28
go to a movie today
35:30
and we went to dinner after the school event on Friday
35:32
so it's kind of been a fun
35:34
just hanging out with my children
35:38
overall it's been a good weekend
35:40
the Mario Odyssey movie
35:46
not a die-hard Mario fan
35:48
maybe you just wait till it comes out
35:52
because that might be a better way to go
35:54
I didn't like it as much as the first one
35:58
although there was some funny parts in it for sure
36:02
I will stop rambling
36:04
and I hope you all have a wonderful rest of your weekend
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