Tesla sales surge 67% in the EU - FSD Momentum is picking up - VW COLLAPSE 42% in China!

Key Points

▶ 1:36 Tesla's European comeback is now mainstream news, with April new car registrations up 46.5% YoY to 10,654 across major EU/EEA markets — and up 67% in the EU alone — marking a third consecutive month of growth, driven by existing models even without FSD approval.
▶ 2:49 Europe's broader EV market is accelerating: BEV sales rose 38% versus last April, reaching a 22.16% BEV share (best April on record), with Norway leading and major markets like Germany, France, and the UK all above 24%.
▶ 4:19 Chinese automakers are steadily taking European market share, holding a combined 10.22% share from January–April 2026 — with high EU tariffs on Chinese BEVs pushing brands like Chery toward plug-in hybrids instead, still squeezing local European automakers.
▶ 5:35 Tesla's U.S. demand and Giga Texas output are surging: factory lots are packed with Model Ys, Cybertrucks, and Cybercabs, with affordable AWD Cybertruck deliveries starting as early as May 26–29 and Cybercabs already running test loops and loading onto transport trucks.
▶ 6:37 FSD adoption shows "true momentum": Morgan Stanley estimates Tesla owners now drive 26.7 million FSD miles per day (up from 18.5 million in April), with a potential 90% gross margin uplift and improved robotaxi miles-per-incident metrics as Tesla hires AI safety operators for expansion.
▶ 7:45 Robotaxi milestones accelerate: Tesla received Level 4 autonomous vehicle approval across Texas, the Cybercab is certified at 165 Wh/mile (the most efficient EV ever), and real-world FSD Supervised drives — including a 6,000+ km coast-to-coast Canada run with zero interventions — demonstrate the system's readiness.
▶ 13:18 SpaceX has nearly finished version one of an in-house AI training stack written in C, custom-built for 220,000 GB300 GPUs with 800G NICs.
▶ 13:36 The stack uses heavy pipeline parallelism and runs "as close to bare metal as possible," minimizing overhead for massive training runs.
▶ 13:41 Potential speed improvement over JAX for large training runs is over an order of magnitude (more than 10x faster), giving SpaceX a major edge in AI progress.
▶ 14:28 The performance gap isn't because Google is “dumb”—JAX is a strong general-purpose framework optimized for portability, researcher productivity, and TPUs, while SpaceX’s custom C stack is hyperspecialized for one exact cluster of 220,000 GB300 GPUs.
▶ 15:00 SpaceX’s stack uses bare-metal pipeline parallelism with zero abstract overhead; at massive scale every percentage point of utilization matters, giving it more than 10x outperformance on their specific hardware.
▶ 15:19 Elon clarifies there is no “magic bullet”: open-source JAX is tuned for small-to-medium TPU training runs, whereas SpaceX needs massive Nvidia GPU runs, requiring fundamentally different, highly customized infrastructure.
▶ 15:58 A large terrestrial GPU cluster like SpaceX's (220k–300k GPUs) draws 400–500 MW, costing $500,000 to $1 million per day in electricity alone.
▶ 16:47 Scaling to a 1-million-GPU cluster (Colossus 2) would push daily energy costs to $3–4 million, exceeding $1 billion per year in electricity.
▶ 17:07 With Starship launch costs reduced to $2–10 million, space-based AI data centers could use free solar energy 24/7, avoiding roughly $1 billion per year—and StarCloud's 5 GW plan would dodge about $2 billion in Earth-based power costs.
▶ 18:04 Orbital data centers become economically viable because SpaceX's low launch costs ($2–10M per launch) and ~50 Starship launches can pay back within months, especially when factoring in Earth-based costs like cooling, water, and land.
▶ 19:10 SpaceX is the central player because every AI company will ultimately need its launch capacity, laser communications, and Starlink mesh network — making all competitors future customers.
▶ 19:31 Anthropic proves this model: despite raising $65B, it is already a SpaceX customer, showing the ultimate sign of leadership is when competitors become customers.
▶ 20:05 Mercedes announced official pricing for its all-electric AMG GT: GT55 starts at $180,000 and GT63 starts at $228,000.
▶ 20:16 A fully loaded GT63 costs more than $250,000, making the discontinued Tesla Model S Plaid's $110,000 price seem like a bargain by comparison.
▶ 20:30 The overall takeaway is that Mercedes is asking "a lot of money" for its new all-electric performance car.
▶ 20:33 Blue Origin's New Glenn rocket explodes during a static fire test at Launch Complex 36, ahead of the NG4 mission.
▶ 20:48 Jeff Bezos confirms all personnel are safe, says it's too early to determine root cause, and vows to rebuild and return to flying.
▶ 21:03 Elon Musk offers public support to Blue Origin, saying "Sorry to see this. I hope you recover quickly."
▶ 21:11 Tesla Australia and New Zealand announced a new official outlet adapter for Model Y Long Range, enabling power for devices like space heaters, e-bikes, and power tools.
▶ 21:26 The host clarifies that vehicle-to-load functionality works on all Teslas, not just the Model Y Long Range, with the right adapter.
▶ 21:34 The host mentions he previously covered the required adapter in a dedicated video and directs viewers to a link below to get one.
▶ 21:56 Because politics has replaced religion in America, Musk's political involvement makes it hard for many to see his contributions clearly.
▶ 22:23 Baker argues Musk is singularly bringing manufacturing back to America, reviving defense tech via SpaceX, and creating blue-collar jobs.
▶ 22:41 Baker credits Musk with doing more than any living human to decarbonize the world, and predicts he will keep attracting the best engineers.
▶ 23:18 IF Metall is reportedly becoming "increasingly desperate" in its dispute with Tesla.
▶ 23:24 The union is struggling to find enough picketers and has resorted to a Facebook post asking members to recruit family and friends.
▶ 23:39 The narrator frames this tactic as a clear sign of desperation, mocking the union's dwindling support.
▶ 23:59 Alexander highlights Swedish media bias: a taxi driver crashed with no deaths, yet the focus was on the car being a Tesla.
▶ 24:14 Media ran headlines like "Tesla taxi crashes into garbage shed" while omitting the brand in a far deadlier Volvo bus crash that killed three people.
▶ 24:35 The host summarizes the double standard: Tesla is branded even in non-fatal crashes, but Volvo is omitted in fatal ones—a clear example of unfair media treatment.
▶ 25:01 Tesla Canada's Model 3 RWD orders face major spec downgrades: 0-100 km/h worsens from 4.2 to 6.2 seconds, peak charging drops from 250 kW to 175 kW, and battery warranty reduces from 192,000 km to 160,000 km.
▶ 25:16 Customers must accept these changes to take delivery, with first deliveries expected as soon as next week.
▶ 25:23 The narrator calls this a "very bad move from Tesla," highlighting the substantial negative impact on customers who ordered based on the original specifications.
▶ 25:35 The host frames the parking lot FSD video as "definitely not a good look from Tesla," linking it to broader criticism about customers not getting what they expected.
▶ 25:40 The segment features an "AI driver" filming public reactions to his Tesla driving itself around a parking lot, with the owner confirming he is out recording people's responses.
▶ 25:56 A bystander reacts with startled amazement, saying "Freak me out... there's no one driving the car," highlighting the mix of awe and unease that autonomous driving provokes in public.
▶ 26:01 A commentator expresses surprise at a newly revealed Tesla capability, asking "When did that come out?" — highlighting how poorly publicized the feature is.
▶ 26:03 The criticism is made explicit: "Tesla, you need to do some more advertising for this technology," noting that too few people know it exists.
▶ 26:07 The overall takeaway is that Tesla's understated marketing leaves potential customers unaware of major advancements, and the company should ramp up advertising.
▶ 26:16 Viewer Philip asks if Volkswagen's collapse in China is happening in real time, and the host confirms it is.
▶ 26:27 VW's China sales fell from 141,000 in April 2025 to 82,000 in April 2026—a year-over-year drop of -42%, spanning every powertrain type, not just EVs.
▶ 27:09 Xiaomi and Leap Motors now have larger combined sales than Volkswagen in China, underscoring how fast VW's decline has been.
▶ 27:17 Tesla filed a patent for a perforated glass roof with active HVAC and acoustic tuning, as reported by Cyber Mike.
▶ 27:29 The design replaces a single glass layer with a multi-layer setup: a solid outer layer, a perforated inner layer with thousands of tiny holes, and a narrow air gap between them.
▶ 27:50 The result is "breathable glass" that isolates heat, reduces noise, and assists air conditioning airflow for better cabin comfort and efficiency.
▶ 27:58 Tesla filed a patent for an automated lens-cleaning system for Optimus robot eyes.
▶ 28:10 The system combines fluid dispensing, a wiper assembly, and AI-driven debris detection using image quality analysis.
▶ 28:23 It acts as a mechanical eyelid, a bio-inspired solution to keep the robot's vision clear.
▶ 28:31 A user named Muhammad reports that FSD version 14.3.3 saved him from a potential sideswipe when a station wagon cut sharply into his lane at 45 mph.
▶ 28:58 FSD responded by steering right to maximize distance and progressively slowing down, maintaining full control without abrupt movements.
▶ 29:32 Tesla shared the post, captioning that "Full self-driving has eyes in the back of its head," and the host agrees, calling FSD’s 360-degree vision a game changer for safety.
▶ 29:42 The old workaround of covering the cabin camera to avoid driver monitoring no longer works.
▶ 29:49 Tesla now shows a warning that the cabin camera is covered or blinded, and blocks Full Self-Driving from engaging until the camera is uncovered.
▶ 29:58 Engaging Full Self-Driving (FSD) enables the vehicle to perform a complex Smart Summon maneuver without direct driver input.
▶ 30:01 Nick describes his longest-distance Smart Summon run: the car reversed out, exited onto the road, drove around the entire building, and entered the plaza by itself.
▶ 30:12 Nick's closing remark—calling his Tesla "slowly becoming my own personal robo taxi"—highlights the milestone as evidence of growing autonomous capabilities.
▶ 30:14 The speaker first comments on their recent FSD/autonomous driving experience, describing the vehicle as becoming their own "personal robo taxi" and expressing enthusiasm for the capability.
▶ 30:20 The speaker highlights a video shared by the official Starlink account, which showcases a Starship performing a soft landing back in the ocean.
▶ 30:28 The speaker emphasizes key moments in the footage—the Starship executes a belly flip and finishes with a little twirl—calling it "very impressive" and noting how the final twirl demonstrates "complete control" and precision/stability of the vehicle's control systems.
▶ 31:03 The "why you shouldn't buy a Tesla" skit humorously lists "downsides" like full self-driving, perfect automated parking, and no keys, which actually highlight Tesla's advantages.
▶ 32:00 A charging demo shows adding 240 km in 5 minutes for about $9, versus ~$150 for fuel, and notes Teslas are 11 times less likely to catch fire.
▶ 32:45 In the outro, the host asks for likes and subscriptions, and lists Patreon, X, merch, and donations as ways to support the EV revolution.

Tesla sales surge 67% in the EU - FSD Momentum is picking up - VW COLLAPSE 42% in China!

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