Here's a summary of the news discussed in the Electrified episode:
**Host's Updates:**
* Dylan Lumis is off-camera due to new setup issues (dropped frames, software problems) that he's still troubleshooting.
* He's making personal progress and expects to dedicate more time to Electrified in 2-3 weeks, hoping to return to video content soon after.
**Tesla Robotaxi & FSD Progress:**
* A previously supervised Tesla Robotaxi was spotted operating unsupervised, the first unique vehicle in over a month.
* The user, Ferg, noted the car was labeled supervised but arrived unsupervised. It took 9 minutes to arrive and cost $6.50 for 2.5 miles (about $20 cheaper than Uber).
* The number of unsupervised active vehicles in Austin has reportedly increased from one to nine, according to a third-party tracker.
* This suggests a potential broader supervisor removal in Austin during April, with predictions of Austin being primarily unsupervised by May, paving the way for new city rollouts.
* **FSD 14.3:** Expected to roll out, but will likely require several weeks of testing and dot releases to smooth out.
* **FSD Mileage Milestone:** Tesla is currently at 8.9 billion FSD miles. At the current pace of adding ~500 million miles/month, they are expected to cross the 10 billion mile threshold (Elon's target for safe unsupervised driving) in May.
**CyberCab:**
* A drone flyover in Austin showed Cybercabs at a crash test facility, with one having its "hood up," confirming the absence of a frunk.
**Tesla Japan Expansion:**
* Tesla plans to double its directly operated service centers in Japan to over 30 this year, up from 14.
* Many new centers will be located near dealerships, utilizing turnkey properties to expand at low cost.
* Tesla is also partnering with local auto care facilities, offering customers over 50 additional service locations.
* Tesla's sales in Japan were up 90% in 2023, reaching 10,600 vehicles, surpassing the 2022 high of 5,900.
* The company shifted emphasis from online to in-person sales, expanding dealerships from 10 to ~30 last year.
* Elon Musk confirmed significant investment in Japan for service and Superchargers, noting many Tesla parts are made there.
* Supervised FSD is targeted for launch by the end of 2024 in Japan, pending regulatory approval.
* Japan's EV market is currently small (60,600 total BEV sales in 2023, <2% of the auto market), but holds immense potential as the world's third-largest auto market.
**Sponsor Segment (Delete Me):**
* A company selling identity protection services recently experienced a data breach where 900,000 records were stolen due to an employee falling for a targeted phishing attack.
* This serves as a segue to Delete Me, a sponsor that removes personal information from people-search sites, protecting users from data breaches, scams, and AI voice cloning.
**Judge McCormick & Delaware Lawsuits:**
* Judge McCormick denied Elon Musk's motion for recusal but granted a motion for reassignment of three cases, citing "disproportionate media attention" as detrimental to justice administration.
* Two active cases will be reassigned:
1. Shareholder claims that Elon and Tesla diverted talent to X/XAI and claims related to Elon's 2022 Tesla stock sale before the Twitter acquisition.
2. Shareholder complaints that Elon's public statements/tweets harmed Tesla, violated SEC agreements, and caused stock volatility.
* A third case, already settled (Tesla directors returned nearly $740 million in stock/options), will also be reassigned for administrative or fee-related matters.
* **Future Lawsuits:** With Tesla now a Texas-based company and a new 3% ownership threshold (requiring ~$45 billion in Tesla stock), it will be significantly harder for derivative-type suits to be brought in Delaware.
**Potential Three-Row Cyber SUV:**
* Ryan Peterson suggested a three-row, three-door car to potentially spark a "baby boom," to which Elon replied, "Noted."
* A study titled "Car seats as contraception" was mentioned, highlighting how modern vehicles struggle to fit three child seats comfortably, making larger families more expensive. Elon responded, "Well, I guess we should solve this."
* Lamar MK shared a mockup of a "seven-seater Cyber SUV" with "three full rows, real legroom, real headroom, no compromises," which Elon reposted along with Alexis O'Haney's comment about "business dads" needing three rows.
* The host concludes that the chances of a true Cyber SUV (distinct from Cybertruck or Model Y) have "gone up significantly."
**Q1 Delivery Estimates:**
* Analyst consensus for Q1 2024 Tesla deliveries is 365,645.
* The public prediction market on Kalshi has it at 359,000 (up from ~330,000 in early March).
* Q1 2023 deliveries were 336,681, which was impacted by the Model Y changeover.
**FSD Traffic Light Incident:**
* A video showed FSD following a cement truck, which blocked the view of a traffic light. When the truck moved, FSD immediately slammed on the brakes as the light was red.
* The host questioned whether FSD should have slowed down earlier to anticipate the light.
**SpaceX IPO Plans:**
* SpaceX plans to reserve around 30% of shares for retail investors.
* Morgan Stanley's E-Trade is in talks with SpaceX to lead the sale of shares to everyday US investors, potentially cutting out Robinhood and SoFi.
* Fidelity is also vying to distribute shares on its platform.
* A significant portion of the 30% retail allocation is expected to go to private wealth and high net worth clients served by underwriting banks, with smaller self-directed retail investors competing for the remainder.
* The host advises interested individuals to contact their brokers.
**Bipartisan Bill on Humanoid Robots:**
* A newly introduced bipartisan bill would ban the *federal government* from procuring and operating humanoid robots manufactured by "foreign entities of concern" (e.g., China).
* This bill does *not* constitute an outright ban on private sector sales, consumer purchases, or university use of these robots.
* It includes carve-outs for military and law enforcement if robots are modified to block data transmission back to China.
* The host suggests that future tariffs on Chinese humanoids are possible but not addressed by this specific bill.
**Tesla Modular Computer Patent:**
* Tesla has a new published patent (not yet granted) for a "modular liquid-cooled vehicle computer."
* This design would allow Tesla to swap one half of the computer (e.g., FSD compute or infotainment/MCU) instead of replacing the entire unit.
* It features stackable electronics modules on a shared liquid-cooled cold plate.
* Benefits include faster and cheaper service/upgrades, reduced weight, cost, and packaging.
* This modular approach would provide greater flexibility for Tesla's planned rapid AI chip iteration cycles, allowing them to replace only the AI computer when needed, separate from other car functionalities.
**Stock Market Update:**
* Tesla (TSLA) closed at $355.28, down 1.81%.
* The NDX was down 0.78%.
* TSLA volume was 14% above average.