$39,990 Tesla Model Y Gets HUGE Upgrade | It's a No Brainer

This video is a weekly roundup of major developments in the EV, AI, and autonomous driving sectors, with Tesla and SpaceX capturing most of the spotlight. Tesla is dramatically scaling up its Las Vegas robotaxi operations with a permit for up to 5,000 vehicles while simultaneously managing demand through price hikes and incentive cuts, alongside a free upgrade for the base Model Y and an expanded Canadian Model 3 lineup. Concurrently, SpaceX is preparing for a record-breaking IPO at a $1.77 trillion valuation, boosted by a massive AI compute deal with Google. The competitive landscape intensifies as BMW sets a range record and Xpeng invests heavily in AI, while Tesla's FSD passes a key European regulatory milestone. Apple reveals a major strategic concession in AI, using a custom Google Gemini model to power its rebuilt Siri and deliver a performance-focused iOS 27 update, highlighting its struggle to catch up. The video also touches on the delayed Tesla Roadster, the used EV battery depreciation problem and its solution via Recurrent, and Ferrari's firm stance against ever building a fully self-driving car.

• ▶ 0:22 Tesla filed for a Nevada permit to operate up to 5,000 robotaxis in Clark County, including Las Vegas, marking a major scale-up from its current fleet of ~20 driverless cars.
• ▶ 2:45 SpaceX’s IPO is set at a $1.77 trillion valuation—above Tesla’s ~$1.6 trillion—with shares trading on NASDAQ June 12th and possibly the largest IPO in history.
• ▶ 3:48 SpaceX signed a massive AI compute deal with Google worth about $920 million per month for 110,000 NVIDIA chips, adding over $11 billion in annual revenue through 2029.
• ▶ 5:24 Tesla's base Model Y in the US and Canada keeps its $39,990 price but now includes the larger 16-inch display and all-black headliner as standard—a free upgrade that simplifies manufacturing across trims.
• ▶ 6:28 Tesla is expanding the Model 3 lineup in Canada with a Shanghai-built premium AWD version starting around $50,000 CAD (~$36,000 USD), avoiding US tariffs to keep the price down.
• ▶ 6:57 Tesla is pulling back multiple US incentives (free Supercharging ends June 15th, higher lease prices, and a financing rate increase), which signals that demand is returning and offsets the cost of the base Model Y upgrade.
• ▶ 7:55 Used EVs face significant depreciation because buyers assume the worst about battery health, costing sellers thousands at resale.
• ▶ 8:06 Recurrent offers a free platform that connects to your Tesla in about 90 seconds and continuously analyzes battery range and performance.
• ▶ 8:29 Sellers get months of real battery data, and cars with Recurrent reports sell for $1,400 more on average.
• ▶ 8:58 Tesla app updates turn it into a home energy hub: smart charging at low rates, enhanced charge-on-solar, and groundwork for heat pump control.
• ▶ 11:01 Tesla Roadster delayed again: reveal pushed to August (or later) due to the SpaceX thruster system A71, marking the eighth timeline shift.
• ▶ 12:25 BMW's iX3 set a 485-mile range record in Norway, beating the Model Y, while Xpeng is spending $500M/year on AI training to try to surpass Tesla FSD.
• ▶ 14:09 Apple's rebuilt Siri is now powered by a custom Google Gemini model (reportedly ~1.2T parameters) for ~$1B/year, with a three-tier AI system: on-device for simple tasks, private cloud for medium, and Google's cloud with NVIDIA chips for the heaviest requests.
• ▶ 15:39 iOS 27 is a "deep clean" release focused on stability and performance: app launches ~30% faster, Photos ~70% faster, AirDrop ~80% faster, plus refined liquid glass UI, revamped parental controls, and new Siri capabilities like contextual awareness, image/document attachments, and AI extensions.
• ▶ 17:03 These exact Siri features were shown two years earlier but quietly delayed until now, and Apple only delivered them with Google's help—a major concession that highlights how far Apple fell behind in AI, with the real test coming when users try them in September.
• ▶ 18:00 A longtime Tesla executive who led IT/AI infrastructure and North America sales is leaving to become CTO at a cloud company.
• ▶ 18:16 Tesla’s Full Self-Driving passed a regulatory milestone in Europe by completing required testing in Belgium, with next-stage approval under review.
• ▶ 18:26 Ferrari’s CEO ruled out ever building a fully self-driving car, insisting a steering wheel and driver are central to the Ferrari experience.

• ▶ 0:00 Tesla RoboTaxi and SpaceX News (0:00 - 5:24) - Intro plus Tesla robo-taxi rollout, SpaceX IPO/Google deal, and SpaceX AI compute/Starlink news.
• ▶ 5:24 Tesla Model Y and Model 3 Updates (5:24 - 7:57) - Model Y base upgrades and Coastal Blue paint, Model 3 AWD in Canada, and Tesla pulling back US incentives.
• ▶ 7:57 EV Depreciation and Sponsor (7:57 - 8:58) - Used EV depreciation and today’s sponsor Recurrent.
• ▶ 8:58 Tesla App, Roadster, BMW, and Xpeng News (8:58 - 13:50) - Tesla app energy hub, Roadster delays, BMW range record, Xpeng AI spending vs. FSD, and Sessions with Shaw aside.
• ▶ 13:48 Apple WWDC: Siri, iOS 27, and macOS (13:48 - 17:58) - Apple rebuilt Siri, iOS 27 deep-clean release, performance/design upgrades, macOS Golden Gate, and Siri delay/AI position.
• ▶ 17:58 Quick Mentions and Wrap-Up (17:58 - 19:21) - Quick mentions covering Tesla exec departure, Ferrari, Whimo, and SpaceX.