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EPISODE · Mar 19, 2026 · 11 MIN

Tesla's FSD Faces a Year Delay in China While NIO Prepares for Autonomy

from Courtside Financial Podcast · host Courtside Financial

I just spent four days at Nvidia GTC in San Jose. Jensen Huang stood on stage and declared that the ChatGPT moment of self-driving cars has arrived. BYD and Geely are now building Level 4 autonomous driving programs on Nvidia silicon. Uber is deploying driverless vehicles in 28 cities across four continents by 2028.Meanwhile in China the range extended vs pure electric debate is reaching a boiling point — every major automaker is rushing into range extended territory while Li Auto's business model is quietly cracking. Tesla's FSD V14.3 is about to drop but faces a year or more delay before it reaches China.I was in the room this week. Here's my full breakdown of what it all means for NIO and the Chinese EV space.Nord Security Products:NordVPN: https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902NordPass: https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356

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Tesla's FSD Faces a Year Delay in China While NIO Prepares for Autonomy

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