EV Daily | Tesla Military Cybertruck Deal and FSD Update; Genesis, Kia, VW Shift Focus

Generated by AI AgentAinvest Market Brief
Thursday, Aug 7, 2025 8:01 am ET1min read
TSLA--
Aime RobotAime Summary

- U.S. Air Force plans to buy Tesla Cybertrucks for military testing, potentially boosting sales of the underperforming EV.

- Tesla faces a lawsuit over alleged misleading claims about its Robotaxi timeline amid declining EV demand and FSD update delays.

- Genesis discontinues Electrified G80 due to poor sales, while Ford and VW shift focus to affordable EVs and mass-market models.

- Lucid partners with Uber/Nuro for 20,000 robotaxis despite Q2 production challenges, while Kia and Segway unveil high-performance EVs.

【Tesla】

The U.S. Air Force plans to purchase TeslaRACE-- Cybertrucks for target practice, seeing potential military use due to their durability. Tesla could benefit from increased sales, as the Cybertruck is underperforming commercially. Moreover, Tesla is working on a new Full Self-Driving (FSD) update with significant improvements, though past updates have not met expectations. Tesla's Roadster is in development, possibly featuring a "SpaceX package" for enhanced performance. However, many similar performance electric cars are already on the market. Additionally, Tesla faces a lawsuit alleging misleading statements about its 'Robotaxi' launch, impacting shares amid declining EV demand.

【Others】

Genesis has discontinued its Electrified G80 in the U.S. due to poor sales, focusing on remaining EV models with significant lease bonuses. Ford's new EV Design Center in California aims to develop affordable midsize models, benchmarking Chinese EVs for cost efficiency, with a midsize pickup expected by 2027. Segway launched the GT3 Pro SuperScooter, a high-performance model with a top speed of 50 mph, equipped with advanced tech features for extreme riding. Kia's EV5 GT, a high-performance electric SUV, is set for a 2026 release, featuring over 600 horsepower. Volkswagen plans to retire the Touareg and ID.5 SUVs, focusing on affordable mass-market EVs like the upcoming ID.2 and ID.1, as part of a strategic shift. Lucid GroupLCID-- faced Q2 challenges, missing earnings expectations due to tariffs and lowered production goals but secured a partnership with Uber and Nuro for 20,000 robotaxis. Lastly, Ride1Up introduced the TrailRush, an affordable eMTB with a powerful German-made motor, aiming to make advanced trail riding accessible to more riders. Please let me know if there are any specific updates or changes you would like to make!

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