New Model Y & 3 Issue Gets Huge Investigation | Tesla's New Problem

The video presents a Tesla-centric news update balanced between progress and setbacks: FSD has crossed 13 billion cumulative miles—with the latest billion added in about 16 days—and Tesla claims supervised FSD is "seven times safer" while pushing back against France's rejection with 195,000 km of incident-free test data. However, the Cybertruck’s Power Conversion System is failing Tesla’s own reliability standards, prompting an extended warranty (8 years/150,000 miles), free Supercharging during backorders, and goodwill reimbursements—but no formal recall. Federal regulators also opened a preliminary investigation into possible suspension-link detachments on roughly 1.2 million Model 3 and Model Y vehicles, while Tesla raised financing rates after a record Q2. On the software side, FSD 14.3.6 drew complaints about brake stuttering and lane choices, though reaction-time benchmarks show Hardware 3 improved about 37% through software alone—still without a timeline for the promised free computer upgrade or unsupervised driving. Beyond Tesla, the video highlights DeepMind’s Gemini Robotics 2 controlling whole humanoid robots, the first major AI-led attack campaign targeting 460+ systems, and AI-generated bug reports overwhelming Apple and cURL’s review pipelines. It also covers Apple’s reported shift to spring launches for regular iPhones and a Klarna-backed leasing program, a German court ruling against AI music generator Suno over GEMA’s catalog, and Google canceling its standalone AI Studio app in favor of folding it into Gemini. Overall, the main message is that Tesla and the wider tech industry are navigating rapid AI-driven advancement alongside reliability, regulatory, and security challenges.

• ▶ 0:26 Tesla's FSD fleet crossed 13 billion total miles, with the latest billion added in just ~16 days — about twice as fast as the prior billion, thanks to FSD expanding to millions of older Hardware 3 cars.
• ▶ 1:18 France rejected FSD over speed-offset and driver-monitoring concerns, but Tesla pushed back by publishing test data showing 195,000 km (~121,000 miles) of supervised autonomous driving in France with no notable incidents.
• ▶ 2:04 Tesla claims FSD supervised is "seven times safer" and costs about $3.33/day (~$100/month) — less than a US coffee — using the same figure across the US, Canada, and Europe without currency conversion.

• ▶ 4:43 Tesla admitted the Cybertruck's Power Conversion System (PCS) fails its own reliability standards, causing Level 2 home charging to drop or stop, with failures often occurring under 10,000–18,000 miles and sometimes repeating after replacement.

• ▶ 5:37 Tesla extended PCS warranty coverage to 8 years / 150,000 miles for 2024–2025 Cybertrucks (and 7 years / 70,000 miles for 2026 models), plus reimbursing owners who already paid out of pocket for a replacement.

• ▶ 6:39 No formal recall was issued; instead, Tesla is handling it as a warranty/goodwill decision, offering free Supercharging while parts are on backorder, and pushing a software update so trucks can still Supercharge after PCS failure.

• ▶ 7:54 Federal regulators opened a preliminary investigation into ~1.2 million Teslas (2018-2020 Model 3, 2021-2023 Model Y) over front lower lateral link detachments; no crashes/injuries known yet, and this is not a recall.
• ▶ 9:39 Apple launched a Klarna-backed leasing program for iPhone, iPad, Mac, and Apple Watch as it pushes toward subscription-style revenue, while MacBook Air supply is constrained due to memory prices and AI data center demand.
• ▶ 11:12 Tesla raised financing rates on most Model 3/Y trims, ending 0% offers for most of the lineup—the 0% deal had helped drive a record Q2 with 480,000 deliveries.
• ▶ 12:19 FSD 14.3.6 was widely pushed but is seen as a step backward, with brake stuttering and lane-choice issues drawing the most owner complaints.
• ▶ 14:50 Reaction-time benchmarking shows Hardware 3 improved from 1.065s on FSD 12.6.4 to 0.675s on V14 Lite (~37% faster via software alone), while Hardware 4 hit 0.45s on FSD 14.3.4.
• ▶ 15:46 Tesla still rules out Hardware 3 for unsupervised driving, and the promised free computer upgrade for Hardware 3 FSD buyers still has no timeline.
• ▶ 15:58 DeepMind unveiled Gemini Robotics 2, a single model that controls entire humanoid robots (walking plus hand manipulation) from visual input and plain-English instructions, runs on third-party hardware, and can adapt to a new two-armed robot in hours.
• ▶ 17:28 Tesla is building dedicated Robo-Taxi support hubs, starting with a 37,000-square-foot Las Vegas facility ($3.1M retrofit, 8 superchargers, 6 lifts for maintenance), while ~60 camera-washer-equipped Model Ys staged in Phoenix point to upcoming fleet rollout.
• ▶ 18:26 Powerwall 3 launched in Japan, and Tesla Energy hit 13.5 GWh of storage deployed in Q2—up ~53% quarter-over-quarter and its second-best quarter ever.
• ▶ 19:43 AI-generated bug reports are flooding programs like Apple’s, creating a cost asymmetry: generating fake reports costs nearly nothing, but every submission still requires human review—forcing quotas, cool-down periods, and stricter proof requirements.
• ▶ 21:32 Open-source projects were hit even harder: cURL shut down its bug bounty because valid reports fell from over 15% to under 5%, and the Internet Bug Bounty also introduced similar limits.
• ▶ 22:19 Researchers documented the first major AI-led attack campaign: DeepSeek wired into an agent framework autonomously found targets, researched vulnerabilities, and attempted exploits against 460+ systems, compressing hundreds of hours of human work into minutes.
• ▶ 24:47 Apple is splitting iPhone launches: fall will get premium models and a foldable "iPhone Ultra," while regular iPhones shift to a spring release.
• ▶ 25:23 For most consumers, the phone they’d actually buy moves to spring, pushing the typical upgrade cycle out by roughly six months.
• ▶ 26:12 A spring launch risks landing in a quiet news cycle and missing the carrier promotions that dominate fall, though it fits Apple’s leasing program and mirrors Samsung’s schedule.
• ▶ 26:53 A German court issued the first major European decision against AI music generator Suno, ruling it lacked rights to use GEMA's catalog.
• ▶ 27:23 The court applied US law but rejected fair use, also ruling the EU text and data mining exemption doesn't cover models that reproduce works in output.
• ▶ 28:18 Liability sits with Suno as the company that trained the model, not individual users who prompted it or used it commercially.
• ▶ 28:29 GEMA won a court ruling requiring the AI music company to disclose revenue tied to infringing activity for damage calculations, though damages are not yet set and the ruling can be appealed.
• ▶ 28:37 Similar cases are running in other countries, and Germany is a large enough market that AI companies can't ignore the ruling; if upheld, AI music services would have to pay licensing like streaming services.
• ▶ 29:04 A licensing requirement would make AI music significantly more expensive—undermining Suno's valuation, which assumes near-zero legal costs, though GEMA says it prefers licensing over litigation.
• ▶ 29:24 Google canceled its standalone AI Studio mobile app despite over 800,000 signups, instead folding the features into the existing Gemini app.
• ▶ 29:43 Google says it wants apps to emerge from normal conversations with Gemini rather than asking users to download another app, with the AI Studio website remaining active for desktop users.
• ▶ 30:08 The move is described as typical Google consolidation—shipping multiple apps, then discontinuing them—and fits the trend of folding Gemini into everything from Chrome to Waymo.
• ▶ 30:37 Rivian reported its biggest quarterly gross profit yet at $179 million, a swing of nearly $400 million from a year earlier.
• ▶ 31:14 Rivian raised its full-year delivery target to 65,000–70,000 vehicles after delivering 12,194 in the quarter, beating its own guidance.
• ▶ 31:39 The R2 is central to Rivian’s long-term plan as a cheaper, mass-market SUV meant to drive future volume and profitability.
• ▶ 31:57 Lucid suspended its production guidance for the year back in May while its new CEO reviewed the business.
• ▶ 32:01 Despite the suspended guidance, Lucid delivered 3,953 cars in the last quarter, providing a concrete measure of current output.
• ▶ 32:09 Lucid and Rivian are both working toward producing a car normal people can afford, but Rivian is a lot further along in that direction.
• ▶ 32:17 The speaker wraps up a previous topic before shifting focus to China and BYD.
• ▶ 32:19 BYD is preparing to debut a new flagship sedan called the Da Han.
• ▶ 32:22 The Da Han is expected to offer just over 1,000 km of driving range, highlighting long-distance capability.
• ▶ 32:27 The BYD "Da Han" flagship EV will debut August 21–30, with a rated range of 1,008 km (~626 miles)—though that's under China's looser system, so a US EPA rating would be much lower.
• ▶ 32:43 The sedan is over 207 inches long (longer than a Model S or Lucid Air), and the AWD version packs two motors with ~764 hp.
• ▶ 32:58 It uses second-gen BYD blade LFP batteries with "flash charging" tech, and the 1,008 km figure applies only to the top electric trim; BYD is targeting the high-end market in Europe and Asia since it can't be sold in the US.
• ▶ 33:29 Kia's EV3 enters production in Mexico on August 4, with Mexican-built units headed to the U.S.; Mexico becomes the second production site after South Korea.
• ▶ 33:42 Pre-orders open in Mexico at ~767,700 pesos (~$44,000 USD), but official U.S. pricing is unannounced; the U.S. version is a 2027 model year arriving late this year.
• ▶ 34:29 Building the EV3 in Mexico changes the tariff structure at its price point, positioning it directly against the Tesla Model 3 and Model Y, with higher trims rated at 320 miles EPA range.
• ▶ 34:41 Tesla adds a zoom control for its Full Self-Driving visualization, letting users lock the view at 0.5x, 1x, or 2x via Controls → Self-Driving, with Model S/X getting it first.
• ▶ 35:09 Meta reports Q2 revenue of roughly $60.8 billion (up 28% year-over-year), but profit fell 14% due to legal charges and severance from earlier layoffs.
• ▶ 35:22 Used EV prices rose about 5.1% in the first half of the year, which runs counter to typical used-car pricing trends.
• ▶ 35:28 The host confirms that today's coverage of the latest tech, EV, and Tesla news is complete.
• ▶ 35:32 He promotes a separate video breaking down what Tesla service is actually like in practice, linked on screen and in the description.
• ▶ 35:37 He thanks viewers and signs off, promising to see them in the next video.

• ▶ 0:00 Intro & Tesla FSD News (0:00 - 2:41) - - Intro, Tesla FSD crosses 13 billion miles, France rejects FSD, and Tesla defends safety and pricing.
• ▶ 2:41 Sponsor & Tesla Cybertruck PCS Warranty (2:41 - 7:54) - - Sponsor break; Tesla admits Cybertruck PCS failures, extends warranty, and reimburses owners.
• ▶ 7:54 Tesla Suspension Probe & Apple/Tesla Updates (7:54 - 12:19) - - Regulators probe Tesla suspensions; Apple leasing and MacBook shortage; Tesla financing rates and 0% offer.
• ▶ 12:19 Tesla FSD Rollout, Benchmark, and Hardware 3 (12:19 - 15:58) - - New FSD build draws owner complaints, benchmark tests measure reaction times, and Hardware 3 is ruled out for unsupervised driving.
• ▶ 15:58 Robotics, Robo-Taxi, and Powerwall (15:58 - 19:35) - - Google Gemini robot model, Tesla Robo-Taxi support facilities, and Powerwall 3 launch in Japan.
• ▶ 19:35 AI Security, Bug Reports, and Attack Campaign (19:35 - 24:47) - - Apple limits AI-generated bug reports, open-source projects face the same flood, and an AI-led attack campaign is documented.
• ▶ 24:47 Apple, Suno, Google, and Rivian News (24:47 - 35:43) - - Apple shifts iPhone lineup timing, German Suno ruling, Google cancels AI Studio app, and Rivian posts record quarterly profit.