Mercedes releases level 3 driving, confusing report on Tesla casting, Giga Texas updates, Tesla VP on Highland Model 3, Megapack fire in Australia, Supercharger V4 installation manual, Tesla sends solar marketing emails, FSD trial extended for HW4 vehicles, Kia announces EV9 price, Hyundai-Kia recalls 3M+ vehicles, Apple car report
Recent reports on Tesla's casting methods for the Model Y and Gigashang High have been clarified, confirming that Tesla has been using integrated casting methods for the Model Y's rear production.
Mercedes-Benz has introduced their Drive Pilot Level 3 system in the US, but the system has significant limitations and falls short of Tesla's broader goals for autonomy.
Deep dives
Tesla Casting Reports Corrected by Reuters
Recent reports about Tesla's casting methods for the Model Y and Gigashang High have been corrected by Reuters. The original report suggested that Tesla was developing underbody one-piece casting, but the corrected report confirms that Tesla has been using integrated casting methods for the Model Y's rear production, something that was already known. The confusion seems to have arisen from translation errors and mixing of different casting technologies mentioned in the initial report. Therefore, the revised report does not offer any new information.
Mercedes-Benz Announces Availability of Drive Pilot Level 3 System
Mercedes-Benz has announced the availability of their Drive Pilot Level 3 system in the US. However, the system comes with significant restrictions and limitations. It can only be used on highways with solid center dividers, during daylight and dry surface conditions, and it does not change lanes automatically. The system will be initially available as a $2,500 annual subscription on the 2024 EQS and S-Class models, which are priced in the six-figure range. While it may have some value in specific circumstances, Mercedes' system falls short of Tesla's broader goals for a general-purpose autonomy solution.
Miscellaneous Updates: Tesla Crash Testing, Model 3 Updates, Megapack Fire, Supercharger V4 Installation Guide, Tesla Energy Price Reductions, FSD Trial Extension, Tesla's US EV Market Dominance, Kia EV9 Pricing and Hyundai Recall
In this podcast episode, several other miscellaneous updates were covered. These include the spotting of a test Model Y and crash testing at Giga Texas, a promotional video for the updated Tesla Model 3 by VP Lars Maravi, a fire in a Tesla Megapack module during a construction project in Queensland, Australia, the discovery of the Supercharger V4 installation guide, emails from Tesla promoting lower prices for solar in specific areas, an extended three-month Full Self-Driving trial for hardware four owners, a chart showing Tesla's dominant market share in the US EV industry, the announcement of the starting price for the Kia EV9, and a recall of 3.3 million Hyundai and Kia vehicles in the US due to a fire risk related to the anti-lock braking system.
➤ Mercedes releases level 3 driving ➤ Adam Jonas note ➤ Confusing report on Tesla casting ➤ Giga Texas updates ➤ Tesla VP on Highland Model 3: https://x.com/xiaoteshushu/status/1706882025481966017?s=20 ➤ Megapack fire in Australia ➤ V4 Supercharger installation manual: https://x.com/MarcoRPi2/status/1706768319825506584?s=20 ➤ Tesla sends solar marketing emails ➤ FSD trial extended for HW4 vehicles ➤ Musk comments on Tesla sales chart ➤ Kia announces EV9 starting price ➤ Hyundai-Kia recalls 3M+ vehicles ➤ Apple car report
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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
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