Tesla goes V2H, Kia EV3 first drive, Jaguar Type 01, and more

Frederic Lambert (0:00)

And we are live for a new episode of the Electrek Podcast. I am Frederic Lambert, your host. And as usual, I am joined by Seth Weintraub. How are we doing today, Seth?

Seth Weintraub (0:07)

I'm good.

Frederic Lambert (0:08)

All right, hope you're good, because we have plenty to talk about this week, and we're gonna start out with something we've been asking for for test stuff for a long time, which is vehicle to home on something that is not a trash can on wheels, aka the Cybertruck. And we got that, though there's some limitation, but it's all right, we're gonna discuss it. We're gonna discuss my Kia EV3 first drive from last week. I can talk about it now. And what else we're gonna talk about today? We're gonna talk about Tesla doing small concession in Europe regarding full cell driving. We're gonna talk about the Semi Megacharger is coming online, which I think is a good thing to track. I think it's a good indication of how the program is going because it's gonna need charging infrastructure. We're gonna talk about the Jaguar Type 1 vehicle. The first vehicle from the big rebranding from Jaguar and the big controversial rebranding from two years ago. And I'm sure the first vehicle is gonna be controversial as well, even though I think it has some redeeming qualities to it. We're gonna talk about the IX4 from the MW, which is not the most exciting because it's basically an IX3 with coupe edgeback. Lucid changing its strategy a little bit, resulting in a kind of a weird situation with deliveries and production in Q3. So we're gonna dive into the details here, but yeah, Lucid is not in a great position. So we'll talk about that. Porsche discussing the Boxster and the 911, Electrek. And Geely confirming and sending it to the Canadian market. We're gonna end on that because tomorrow I'm leaving to Paris with Geely to check out their EV lineup.

So we're gonna talk about that next week as well. But let's start with powering your own with the Model Y and the Model 3 is finally coming. So for a while since Tesla launched the Cybertruck, Tesla even before the Cybertruck was kind of late into vehicle to everything. Vehicle to load or vehicle to home. It was not really an option for Tesla. It was doable. Like even before the Cybertruck, I've done it with the Model Y on a third party device. We were able to do it. There's ways to do it, but it's nothing that was directly supported by the automaker itself. Now we suspected that it was coming not only after the Cybertruck having capacity, Model Y performance getting in after that. Then in China, two or three weeks ago, all vehicles, new Model 3, Model Y were giving the capability. We expected that this is going to come to the US as well. Sure enough, it did this week. Tesla announced that the Power Share on backup is now available for new Model 3 and Model Y with Powerwall 3

One of the reasons we're always suspected, we talked about this before, said that Tesla didn't want to release that, is due to fear of cannibalizing the Powerwall, which does a lot of what vehicle2home does.

The way that Tesla is launching it right now works with that, because they are launching it with Powerwall 3, meaning that you need to have a Powerwall 3 for this to work. So this is both an advantage for Tesla and a disadvantage. So obviously, you're locked in to the Powerwall 3, but at the same time, if you already have a Powerwall 3, then you automatically have access to vehicle2home, which is not the case with any of their vehicle out there, where you need additional hardware to be installed at your home in order to enable vehicle2home. So it's both an advantage and a disadvantage of Tesla here, but it's going to unlock a lot of capacity pretty quickly, because all you need is the Powerwall 3, and then the wall connector or universal wall connector, which a lot of Tesla owners already have as well.

Some of the details here, Tesla lists the maximum continuous output of 11.52 when it's combined with the Powerwall 3, which is not bad.

Some of the fine pieces, Tesla's note says that the guarantee cover is the car orders in the US., Puerto Rico after October 1st. So they specifically link this to the warranty. So it's a new vehicle being delivered right now. And Tesla claims it comes down to hardware. It says that the directionless power of the Model 3 runs through an inverter it calls PCS2 Lite. And it hasn't said when the part went into production on each trim, even though it looks like this might be an opportunity to go further than that. Tesla likes to launch a new feature. It's only available in new cars and then maybe it gets to other cars after that. So we'll see.