Elon Musk says Tesla will give a free month of a Full Self-Driving package to every owner in North America, but only once it is “super smooth.”
The CEO has had a fixation on people “not understanding the value of Tesla’s Full Self-Driving package,” which the automaker now sells for $15,000.
As you can imagine, the option is not a really popular one.
Tesla has never released the take-rate (percentage of Tesla buyers who order the feature), but we deduced that it is between 15-20% based on data previously released by Tesla.
That’s in North America, where Tesla has released its FSD Beta feature. Globally, it is likely closer to 10%, and that’s because Tesla started selling the package in 2016 when it was sold for a fraction of the current $15,000 price tag.
There are two things that Tesla could do that would potentially greatly increase the number of FSD buyers:
Make FSD ownership transferable to new car purchases
Offer free FSD Beta trials
Tesla has been extremely reticent to the former even though it has been brought up for years, and it could also help Tesla sell new cars by encouraging owners to upgrade to new vehicles.
As for the latter, Musk said that it is coming, but only once FSD is “super smooth”:
Once FSD is super smooth (not just safe), we will roll out a free month trial for all cars in North America. Then extend to rest of world after we ensure it works well on local roads and regulators approve it in that country.
Of course, “super smooth” is a subjective goal. Some FSD Beta drivers would argue that it is already there, but many don’t have anything close to a “smooth” experience with the system.
Electrek’s Take
It is a really interesting situation from a business standpoint.
At this point, every percentage point of owners that Tesla can convince to buy FSD is likely around $300 million worth of revenue that it can create. The opportunity is absolutely huge.
The fact that Tesla doesn’t do it right now is telling. Tesla knows that it would have issues convincing a significant number of those owners with the current state of FSD Beta. For the most part, people with FSD Beta right now, like myself, are training the system without getting much value out of it. In my own experience, driving off highways with FSD Beta is more stressful than without.
I can see this changing in the future, but just not on Musk’s always “by the end of the year” timeline.
Also, I’d note that there’s a massive difference between driving better with FSD than without versus Tesla’s actual promise of a robotaxi service.
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Zhengzhou Nissan has launched a new, plug-in pickup in the Chinese market called the Z9. It’s the same size as the Nissan Frontier Pro, offers over 35 miles of all-electric range, and pricing starts at just $16,600.
What’s more, if you feel like spending a bit more, you can get a Zhengzhou Nissan Z9 equipped with a 32.85 kWh battery that’s good for almost 85 miles (135 km) of all-electric range. And even that extended-range model, at ¥168,900 (about $23,400) is still price-competitive with the Jeff Bezos-backed Slate EV.
In short, it’s bound to be a winner.
It’ll sell, but it won’t sell here
US-market Nissan Frontier.
With excitement surrounding the Kia Tasman, Slate, and other, similarly affordable light-duty pickups building on the success of the Ford Maverick hybrid, it should come as no surprise that Nissan has international ambitions for its newest electrified pickup.
“In alignment with our ‘In China, For China, Toward the World’ strategy for electrification and smart transformation, Nissan will fully support ZNA’s ‘off-road strategy,’” explained Stephen Ma, Chairman of Nissan (China) Management Committee and President of Dongfeng Motor Co., Ltd. “We are working to strengthen our research and manufacturing capabilities, further advancing our presence in the core markets of pickups and off-road vehicles, with the ultimate goal of achieving global expansion.”
It’s exciting stuff, but with all the recent troubles it’s been experiencing, it’s doubtful that Nissan will bring either of its new, Chinese-built mid-size pickups to the US (electrified or otherwise).
“The mission of the new generation of Chinese automotive professionals is clear – to ensure that made-in-China cars are driven across the world. ZNA will utilize its dual-brand and dual-channel advantages to expand its global footprint,” Mr. Mao Limin, Executive Vice President of ZNA, at the Z9’s launch. “We aim to be one of the top exporters of pickups within three years and to reach a sales milestone of 100,000 units.”
Zhengzhou Nissan at left, Frontier Pro at right; via Carscoops.
I’ve already written out my own comeback plans for Nissan, and this new Chinese truck doesn’t really fit into them. Like many of you, I’m of the belief that a PHEV isn’t an EV – but I do see their value as “lilypad” cars, and the two Lightning owners I know? Their last F-150s were hybrids.
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With global demand for battery minerals continuing to rise, tech giants ABB, Hitachi, Komatsu, and Sumitomo are working together, developing a clever tech strategy that’s slashed emissions across Japanese mining operations.
“We are delighted to see our collaboration with Hitachi Construction Machinery reaching this crucial step,” Fabiana Cavalcante, Head of Mobile e-Power, ABB Traction, explained last year. “The project is not only helping to tackle the issues involved in dump truck electrification but is also contributing to enabling a low-carbon world through the reduction of greenhouse gas emissions. We look forward to seeing the prototype prove its capability in the Zambian copper-gold mine.”
The deployment at Kansanshi marks the first OEM-led pilot program of this type of electric vehicle in real-world mining conditions.
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And, as for what type of electric vehicle is “this” type of electric vehicle – that was a big topic of conversation at The Electric Mine Conference in Chile last week, where ABB, Hitachi, Komatsu, and Sumitomo discussed not just Hitach’s electrification of FQM’s heavy haul trucks, but also the “trolley-style” overhead charging system that enables the trucks to operate around the clock, without the need to stop for charging.
On level ground, the truck’s electric powertrain draws power from its high-capacity battery. During power-intensive uphill climbs, the truck connects to the overhead wires and draws additional power, minimizing the demands on the battery. On downhill runs, the trucks recharge with regenerative braking.
The mine’s clever three-part system greatly reduces (if not outright eliminates) any downtime associated with charging, and enables the truck to operate almost continuously.
Electrek’s Take
Hitachi Construction Machinery prototype electric dump truck; via ABB Traction.
The current plan is to convert Hitachi’s fleet of 2500 HP EH4000 240-ton diesel mining trucks to electric driveYou can learn more about the ABB eMine process in the company’s conceptual (read: it’s all CGI) launch video from last year, below, then let us know what you think of the group’s collaboration in the comments.
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Hot on the heels of the Fiat 4×4 Grande Panda Manifesto comes another subcompact Stellantis compact with electric drive and off-road ambitions. Meet the Opel Frontera GRAVEL – which might be our best look yet at the next-generation electric Jeep Renegade coming in 2027.
Based on a lifted Frontera EV and riding on a set of bespoke, 7×16″ Borbet CWE wheels wrapped in aggressive AT tires, Opel says its all-electric Frontera GRAVEL’s emissions-free driving makes it ideally suited for “soft-roading” nature drives (their words, not mine), with a rugged, adventurous 4×4 appearance.
Those rugged, Jeep-like good looks are backed up enhanced by the usual overland accessories, including a front-mounted winch, side storage boxes at the rear, and a lattice-style roof rack. A slew of accessory lights mounted on the Thule Canyon XT carrier and hood, as well, for excellent nighttime visibility off-road and (presumably) retina-searing intensity on-road.
“The new Opel Frontera is already standout,” says Rebecca Reinermann, Vice President of Marketing for Stellantis’ Opel and Vauxhall brands. “It is rugged, practical, and perfect for families and everyday adventures. But with the Frontera GRAVEL show car, we’ve pushed the limits, imagining a tougher, more daring, trailblazing version. This concept is built to fire up our fanbase and test the demand for a bolder, more rugged Frontera in the future. It’s all about freedom, adventure, excitement and pushing boundaries.”
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Like the recent Fiat concept mentioned at the top of this post, the production Frontera EV is based on Stellantis’ “Smart Car” BEV-native platform, and features a 113 hp electric motor and more than 300 km of WLTP range (about 185 miles) standard, with the “long range” version able of traveling up to 400 km (about 250 miles) between charges.
Either version comes with the “Pure Panel” digital cockpit featuring dual 10″ displays. For a few dollars quid more, the GS trim adds automatic climate control and Intelli-Seat front seats. And, if Mopar Insider has any idea what’s up, it might actually make for a decent little Jeep Renegade replacement (below).
Electric Jeep Renegade rendering
2027 Jeep Renegade rendering; via ChatGPT.
The Opel Frontera first came to our attention last October, when it became the first new EV from Stellantis to be offered with both ICE and battery power, for the same price – making EV price parity an objectively real thing.
Jeep parent company Stellantis has already confirmed that a new Jeep Renegade that’s priced below the upcoming Jeep Compass EV would be coming to the US as a 2027 model, and it’s expected to share its mechanicals with both the Frontera and Fiat’s recently teased Grande Panda Manifesto. If that does anything for you, let us know in the comments.