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Mobility

U.S. Senate panel moves to bar Chinese EV sales; Tesla shifts from EVs to robots

The U.S. Senate Commerce Committee plans a vote on a bipartisan bill that would effectively ban Chinese automakers from selling passenger EVs in the United States and further restrict entry into the small-car market. Tesla is removing the Model S and Model X assembly line at its Fremont plant and converting the space for humanoid robot Optimus production. Tesla will shift its supervised FSD option in South Korea from a lump-sum payment to a monthly subscription from Aug. 10.

Mobility

Tesla FSD switches to subscription from Aug. 10; one-off 9.04 million won to 150,000 won a month

Tesla Korea will change how it sells its supervised Full Self-Driving (FSD) option from a one-off payment to a monthly subscription from Aug. 10. The current one-time price of 9,043,000 won including VAT will be replaced by a 150,000 won-a-month plan, applied to all models. Enhanced Autopilot will no longer be available for new purchase on U.S.-built vehicles after Aug. 10, while China-built vehicles will keep the option at 4,522,000 won including VAT.

Industry

Tesla Optimus key developer launches humanoid startup, lines up 50 potential customers

An engineer who worked on Tesla’s Optimus humanoid robot has launched a new humanoid robotics startup in Europe, aiming to deploy general-purpose AI humanoids in manufacturing and logistics. Remi Cadene, co-founder and CEO of Paris-based UMA, unveiled plans for its Northstar robot and said the company is discussing adoption with about 50 potential customers. UMA plans to start industrial pilot programs this year and prioritise Europe.