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Electric Vehicles — briefly, then briefly again · tbb.ceo
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/daily ·11 JUL 2026 ·SATURDAY ·2 MIN READ ·4 STORIES

Software that delivers, hardware that charges

Tesla's FSD goes international, Geely posts a charging time you can check against a stopwatch, and BYD's cheapest car grows up. On the robotaxi front, Cybercab starts its employee shuttle service.

01 / The Day

SATURDAY 11 JUL 2026, ranked

04

Tesla begins international FSD Lite rollout, starting in South Korea

Tesla began pushing Full Self-Driving Lite — a reduced-capability version of its driver-assistance stack — to older vehicle models in South Korea, marking the first FSD software deployment to non-US markets. The rollout covers HW3 cars that cannot receive the full FSD stack.

Why it mattersInternational FSD expansion converts an existing installed base into a revenue opportunity without new hardware investment, and South Korea's regulatory acceptance of the rollout signals a changed posture toward autonomous-feature approvals outside the US.

Geely's Golden Brick battery hits 1,100 kW peak and 0-70% in under 4.5 minutes

Geely unveiled its latest Golden Brick LFP battery: 95 kWh, 900V architecture, peak charging at 1,100 kW, and 0–70% state-of-charge in under 4.5 minutes — narrowing the public-station charge time to under 5 minutes at compatible DCFC sites.

Why it mattersLFP at 1,100 kW peak closes the chemistry gap with NMC on charging speed while retaining its cycle-life and cost advantages; this generation makes a chemical case for LFP in performance vehicles.

BYD Seagull gains LiDAR and a longer body as it aims for global markets

BYD revealed an updated Seagull with a body stretched to 4.2 m, added LiDAR for advanced driver-assistance features, and refreshed interior — repositioning the entry-level EV (starting under $10,000 in China) for international markets where safety and feature expectations differ from the domestic baseline.

Why it mattersExtending the Seagull to global markets with LiDAR as standard equipment is a direct competitive move against established subcompact and city-car segments in Europe and Southeast Asia, where BYD needs a volume product below its existing lineup.

Tesla Cybercab begins unsupervised employee shuttle service at Gigafactory Texas

Tesla deployed Cybercab vehicles operating without a safety driver to shuttle employees around the Gigafactory Texas campus — the first operational use of the vehicle in a real-world multi-user fleet context. The service is restricted to the campus and available only to Tesla employees.

Why it mattersCampus operation as a paid (or subsidized) shuttle rather than a demo ride is a meaningful operational milestone: it generates real duty-cycle data, tests fleet management software, and gives Tesla a deployable reference site before public launch.
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