Dylan Loomis, host of Electrified, returned after a sinus infection and announced upcoming travel, with the next upload scheduled for Monday the 22nd.
Here's a summary of the news and updates from the episode:
1. **Cybercab EPA Certificate of Conformity:** The Cybercab has received its EPA Certificate of Conformity, meaning it meets all federal clean air act emission standards and can legally be sold or introduced into U.S. commerce from a federal emissions standpoint. Dylan acknowledged potential state-level complications due to its fully autonomous nature.
2. **FSD Unsupervised Release Timeline:** Elon Musk estimated a Q4 release for FSD unsupervised to customer cars in the U.S., suggesting a gradual rollout based on confirmed geographic safety. Dylan questioned if this implies robo-taxi level testing before customer release.
3. **New Prediction Tracker Dashboard:** Dylan announced a new personal project: a prediction tracker dashboard focusing on Elon Musk's predictions for Tesla and SpaceX. It currently tracks 15 predictions (9 for Tesla, 6 for SpaceX) and is accessible via dloomis.com.
4. **Robo-taxi Tracker Updates:**
* The robo-taxi tracker has been updated to focus on "unsupervised true robo-taxis" for an "apples to apples comparison with Waymo," removing Bay Area vehicle numbers.
* Data is now pulled daily from the Texas DMV website.
* Tesla currently has **69 vehicles registered for robo-taxi service in Austin**.
* **May Incident Information:** Tesla had only **one new incident** in May, bringing the total to 18 since launch. This incident involved a Tesla vehicle being stopped in traffic in a left-turn-only lane at a solid red light, and a pickup truck rear-ended it. A safety monitor was present, and there were no passengers. Eight of the 18 total incidents involved a stopped Tesla.
5. **More Cybercab Details:**
* The Cybercab's charge depleting range was over **418 miles** in lab tests, with highway depletion just over 375 miles.
* EPA documents list the range at **280 miles** with a battery pack around **50 kilowatt-hours**.
* Lab tests showed an efficiency of over **7.8 miles per kilowatt-hour**.
* Filings indicated the vehicle was **front-wheel drive** but also had an "all-wheel drive" test mode; regenerative braking remains front wheels only.
* Expected useful life is listed as **150,000 miles** (Dylan believes this is low).
* Weight is **3,113 pounds**, about 1,200 pounds lighter than some Model Y variants.
* Sightings: Approximately **50 Cybercabs** were seen in a Dallas lot, and over **80** in a Giga Austin parking lot (all still with steering wheels). Reports suggest over **1,000 Cybercabs** are now testing in the wild.
6. **Sponsor Segment (Plott Note Pro/Pin S):** Dylan highlighted the Plott Note Pro for recording meetings and phone calls, offering transcription, summaries, AI features, and a cloud-based database for organizing conversations.
7. **Supervised FSD in China:** A leaked video of Tesla's FSD in China, intended for Tesla's official page, is circulating. Broader FSD approval in China could happen as soon as Q3 this year.
8. **ETSC Criticism of Tesla FSD Safety Data:**
* Reuters reported that Tesla presented "misleading" FSD safety data to European regulators.
* The European Transport Safety Council (ETSC) criticized Tesla's hypothetical claims (e.g., FSD saving 32,000 lives) as unrealistic and based on flawed assumptions.
* The ETSC sent letters to EU transport ministers, urging them *not* to recognize Tesla's FSD until questions are answered and real-world safety evidence from Dutch roads is provided independently.
* Dylan counter-argued, pointing to the Dutch RDW's extensive 1.5+ year testing and conclusion that FSD "makes a positive contribution to road safety." He suggested that the ETSC's corporate partners (like Toyota and German road safety councils, tied to Mercedes, BMW, VW) have incentives to slow Tesla's FSD adoption in Europe.
9. **Dylan's FSD 14.3.3 Frustrations:** Despite Elon Musk calling FSD 14.3.3 a "banger," Dylan shared negative personal experiences, including:
* Unnecessary braking for a school bus making a left turn.
* Unusable parking lot behavior, driving onto a golf course path.
* Stopping in the middle of a 4-way intersection.
* "Brake stabbing" (slamming on brakes) for a bird on the road.
* Witnessing a transformer explosion captured by his Tesla's cameras.
* Highly problematic parking garage navigation, getting stuck in loops and failing to exit efficiently.
* He stated the navigation on 14.3.3 was "the worst it's ever been."
10. **FSD 14.3.4 Rollout:** FSD 14.3.4 is now rolling out, with early reviews being "very good," though Dylan anticipates potential problems or regressions might limit its wide release.
11. **Tesla Semi Charger Infrastructure:** Tesla will use prefab installs for Semi chargers, similar to Superchargers. Details for a "pre-assembled mega charger unit" have been filed, indicating that most construction will happen at the factory, allowing for faster and cheaper on-site deployment, which is crucial for Semi adoption.