The RED Review

1 week ago | [YT] | 3

The RED Review

🚨 Breaking for RED Review readers: Polestar is effectively BANNED from selling new vehicles in the US starting 2027 model year.
The US Department of Commerce just denied Polestar authorization under the Connected Vehicle Rule — a national security measure targeting software/hardware with ties to China or Russia.
Polestar (majority-owned by Chinese giant Geely) confirmed it will wind down new US sales after clearing current Polestar 3 & 4 inventory, while shifting full focus to Europe (where it already does ~80% of volume). Support for existing owners continues, but no Polestar 5, 6, or future models will hit American roads.
Why this matters for Tesla and the “China EVs are crushing it” narrative:
Polestar isn’t some obscure startup — it’s a premium brand with sleek design, strong ride quality, and models frequently compared head-to-head with Tesla. Reviewers often praise the Polestar 4 for making the Model Y “look old-fashioned” in styling and interior execution, while the Polestar 3 (assembled right here in South Carolina!) has been positioned as a direct luxury rival.
Polestar 4 vs Tesla Model Y: The Real-World EV SUV Showdown
Yet even with US assembly and tiny US volume (~5,400 units in 2025 vs. Tesla’s hundreds of thousands), Washington said no. Volvo (also Geely-owned) reportedly received an exemption. The rule isn’t just about tariffs — it’s about connected systems that could expose driver data.
The bigger picture for RED Review EV watchers:
Perception vs. Reality: Scroll global feeds or YouTube and you’ll see endless hype: “China EVs are faster, cheaper, better-specced — Tesla is doomed if they ever come to America!” Polestar was the closest real-world test case. Now we see the barriers are real, layered, and security-driven. Unrestricted access would indeed create serious head-to-head pressure on Tesla in the premium crossover space — sharper looks, competitive performance, Geely-scale manufacturing muscle behind it.
Tesla upside: This quietly shores up the US market for American players. Tesla’s software ecosystem, Supercharger network, Full Self-Driving roadmap, and vertical integration aren’t easily matched by foreign-owned brands even when they try. No flood of subsidized, high-spec Chinese-linked EVs means Tesla keeps breathing room to iterate and scale.
This story broke yesterday (June 25) and hasn’t been deeply analyzed yet through a pro-US/EV-competition lens. It’s a rare, fresh angle: the first major casualty of the Connected Vehicle Rule, exposing how ownership + software trump assembly location.
What do you think, RED crew?
Is this smart national security policy protecting American innovation?
Or does it highlight how China-scale EV tech is so potent it needs blocking?
Would an unrestricted Polestar have actually given Tesla its toughest premium rival yet?
Drop your take below 👇 — I’ll reply to the best ones.
Follow @TheREDReview_EV for more unfiltered EV market truth, Tesla deep-dives, and stories the mainstream glosses over.
#PolestarBan #Tesla #EVs #ChinaEV #ConnectedVehicleRule #REDReview
(Share this thread — perfect timing while it’s still breaking.)

1 week ago | [YT] | 1

The RED Review

Breaking News: ASS is inbound for the Cybertruck FINALLY!

3 weeks ago | [YT] | 2

The RED Review

In a move that underscores Beijing’s push for technological self-reliance, the Chinese government has effectively banned imports of NVIDIA’s H200 AI chips. Even after partial U.S. approvals, authorities have directed major firms to pause orders and prioritize domestic alternatives. The goal is clear: accelerate homegrown silicon and reduce dependence on foreign technology. But the latest data shows this strategy faces steep technical and performance hurdles.
The Compute Disadvantage Huawei’s Ascend 910C, China’s leading AI accelerator, delivers roughly 60-76% of the H200’s total processing performance and significantly lower memory bandwidth (3.2 TB/s versus 4.8 TB/s).
Power efficiency trails further — often 30-50% worse per watt in comparable workloads. Production at SMIC remains on 7 nm-class processes with reported yields in the 20-40% range for advanced AI chips, driving up costs and limiting effective output.
To match the aggregate compute of H200-based systems, Chinese datacenters would need more chips and consume noticeably more total power. The next-generation Blackwell (B200) and upcoming Vera Rubin platforms only widen this gap. Domestic scaling is progressing, but it has not yet closed the efficiency and capability shortfall.
Real-World Challenges in Vehicle Autonomy The same pattern appears in advanced driver assistance systems (ADAS). BYD’s God’s Eye (DiPilot), now in millions of vehicles, offers capable highway and urban features on paper, with higher tiers adding lidar. Yet widespread owner reports from early 2026 document recurring issues: sudden unintended acceleration, abrupt “ghost” steering that jerks the vehicle into adjacent lanes or toward medians, phantom braking, missed exits, and navigation signal loss. These problems have surfaced across both luxury Yangwang models and mass-market vehicles.
Premium Chinese systems from XPeng (XNGP/VLA 2.0) and Huawei (ADS 3.x/4.0) perform more strongly in dense local traffic thanks to multi-sensor fusion. They can feel highly capable in urban settings and have contributed to sales momentum. However, in standardized highway hazard and safety tests, results are more mixed, with Tesla vehicles frequently showing stronger consistency and cautious decision-making.
How Chinese ADAS Compare to Tesla FSD Performance-wise, most Chinese ADAS systems today align roughly with Tesla FSD Supervised in the v12.x range: functional Level 2+ navigation for highway and city driving, but still requiring active supervision with occasional inconsistencies. Top-tier Chinese implementations can compete effectively — sometimes feeling more natural — in China-specific chaotic conditions.
Tesla’s current releases (around v14) benefit from a massive global data advantage and NVIDIA-powered training, allowing faster and more reliable iteration. This edge shows up in broader generalization and safety consistency across diverse scenarios.
What It Means Going Forward The H200 ban highlights Beijing’s determination to build domestic champions. China is making genuine progress at scale, and domestic chips and ADAS are delivering value for many everyday applications. Yet the technical gaps in raw performance, efficiency, yields, and software maturity remain real.
As the AI race intensifies, the coming months of real-world deployments, OTA updates, and independent testing will reveal how quickly those gaps can narrow. The decision to restrict H200 imports may accelerate domestic innovation — but it also risks leaving Chinese AI efforts at a measurable disadvantage in both datacenter training and vehicle autonomy for the foreseeable future.
The story is still unfolding.
May 2026
-The RED Review
TheRedfire.com

1 month ago | [YT] | 3

The RED Review

🚨 CYBERTRUCK OWNERS — READ THIS BEFORE YOUR NEXT CHARGE! 🚨
Many of you have no idea there’s a hidden “time bomb” in your truck right now.
It’s called the PCS2 (Power Conversion System). When it fails, your AC home charging suddenly drops to 24A… then stops completely. PowerShare errors pop up. You get stuck paying $2,500–$7,000+ for a buried module replacement (plus labor), and it can strand you without warning.
This is NOT the drive inverter recall — it’s a separate, widespread charging issue hitting Foundation Series and later trucks across ALL VIN ranges. Tesla is quietly replacing them under warranty for now, but most owners are completely unaware until it’s too late.
Watch this eye-opening 8-minute video that explains exactly what’s happening, the error codes to watch for, and what to check in Service Mode TODAY:
👉 https://youtu.be/KLHI_7NkoSA
(Shoutout to The RED Review for the heads-up)
✅ What you should do right now:
Go to Service Mode → Alerts
Test your home AC charger (watch for the 24A limit)
Schedule a service appointment immediately if anything looks off — Tesla is handling these proactively while under warranty
Tesla, this needs broader awareness and a proper TSB or recall so every owner knows to check. No one should be surprised by a $3k+ repair down the road.
Tag your Cybertruck friends, share in every Cybertruck group you’re in, and comment below if you’ve already seen this issue! Let’s get the word out before more people get stranded.
#Cybertruck #Tesla #PCS2 #CybertruckOwners #EVCharging #TeslaService
(Feel free to copy & paste this exactly — the more we share, the faster Tesla notices!)

3 months ago | [YT] | 10

The RED Review

Hey RED Review family! 👋 Tesla just told us today what smart money experts think they will sell in the first three months of 2026.

2025 Actual Quarters vs. Q1 2026 Projection
2025 real numbers (what actually happened):
First 3 months (Q1): 337,000 cars
Next 3 months (Q2): 384,000 cars
Summer (Q3): 497,000 cars ← biggest ever!
Last 3 months (Q4): 418,000 cars
Total for whole 2025: 1,636,000 cars. It was a slower year than before.
2026 first 3 months guess: Experts (23 of them!) think Tesla will deliver 366,000 cars.
That’s 29,000 more cars than the same time last year. About 9% more! 👍 Nice little jump.
For the whole year 2026: Experts guess about 1.69 million cars. Just a small step up from 2025. Most are still the popular Model 3 and Model Y. The new Cybertruck is helping a bit more too.
Extra good news – big batteries! Tesla also sells giant batteries for houses and power companies. They sold way more in 2025 and expect even more in 2026. That part is growing really fast and making good money.
What this means for your money (my expert take): 2025 was tough with fewer cars sold. But these new guesses show Tesla might be starting to grow again – even if slowly. New cars and factories are helping. If the real numbers in April beat the guess, the stock price often goes up.
Bottom line: This is a hopeful start for 2026. Not huge fireworks yet, but things are moving in the right direction after a couple slow years. Real Q1 numbers come out early April – I’ll break them down right here for you!
What do YOU think? Will Tesla beat 366,000 cars this quarter? Drop your thoughts below 👇
Like, repost, and follow @TheREDReview_EV ⚡
#Tesla #TSLA #EV #REDReview

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3 months ago | [YT] | 2

The RED Review

If you are thinking about buying a Tesla this is a MUST watch guide to get you started so that you can avoid some huge mistakes! We go through everything you need to know before you take delivery of your Tesla and demystify the vehicle for you to understand what you are actually buying. Watch the full video here: https://youtu.be/7oTnNSQ2iAs

3 months ago | [YT] | 5

The RED Review

The EV Community RN.

4 months ago | [YT] | 18

The RED Review

🚨 The 7-Seater Model Y is BACK in the US! 🚨

Hey everyone, welcome back to The RED Review community! Tesla just dropped a major update and officially brought back the 3rd-row option for the 2026 Model Y in the US.

If you’re trying to figure out if it’s worth the upgrade for your own Juniper build—or if you should just save up for a Model X—here is the breakdown:

💰 The Details & Price

It’s a $2,500 option, exclusively available on the Premium AWD Long Range trim.

Premium trims are now shipping with a gorgeous, upgraded 16-inch center touchscreen and standard matte black exterior badging.

Functionality upgrades include a sliding second row for easier access and 3rd-row USB-C charging.

✅ The Pros:

It reclaims the title of Tesla's most affordable 3-row EV.

Both the 2nd and 3rd rows fold completely flat. You still get incredible utility when you need to haul all your camera gear, luggage, or equipment instead of people.

❌ The Cons:

It is a very tight squeeze. Because the roofline slopes, the 3rd row is realistically only for kids or quick trips around town.

With the 3rd row up, your rear cargo space drops to about 12.8 cubic feet.

It’s locked to the higher Premium trim, so you can't add it to the cheaper Standard RWD models.

📏 US vs. China (Clearing the Rumors):
To clear up the confusion: This is NOT the stretched "Model Y L" that recently launched in China. The US 7-seater retains the exact same standard 113.8-inch wheelbase and overall length. Tesla simply engineered those two extra seats to fit into the existing trunk footprint, whereas the Chinese 6-seat version actually has a longer body for true rear legroom.

Question of the day: Would you drop the extra $2.5k for the 3rd row, or are you sticking with the standard 5-seat layout? Let me know down in the comments! 👇

4 months ago (edited) | [YT] | 3

The RED Review

Will you BUY FSD before the deadline or subscribe?

4 months ago | [YT] | 0