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Plus: The megabill's no tax on tips provision could bring in a 2.5% pay bump for Uber drivers. And Boldstart Ventures raises a $250 million AI fund. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, and the TNB Tech Minute will be released twice on weekdays, in the morning and afternoon. Learn more about your ad choices. Visit megaphone.fm/adchoices
Citi upped its price target on The Trade Desk (TTD) and issued a "90-day positive catalyst watch" for the stock. Diane King Hall notes shares have taken a beating but have rebounded off lows earlier this year. She also turns to Chinese EV sales and how they've grown substantially year-over-year. Diane adds that BYD Co. (BYDDY) saw impressive numbers that topped Tesla (TSLA). She later discusses what's leading Raymond James to upgrade Hyatt (H).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Xiaomi just flipped the entire EV market on its head with the YU7 SUV — securing 200,000 orders in just 3 minutes. In this episode of the Courtside Financial Podcast, Obi breaks down what this shocking launch means for Tesla, NIO, and the entire automotive industry.We explore:How Xiaomi is disrupting the EV market with premium features at shockingly low prices.Why Tesla should be very worried about Xiaomi's full-stack tech strategy.What this means for Chinese EV dominance and traditional automakers' survival.
The automotive industry is in complete chaos and NIO stock investors need to understand what's happening right now.In this episode of Courtside Financial, I break down three major stories reshaping the entire car industry and what it means for NIO stock and EV investors.
Welcome to pilot episode, or probably better to call it Episode Zero of EV News China – a limited-run of podcasts I'll be doing from next Monday and then every weekday in July. I'll be sharing insights into China's EV revolution for listeners worldwide. I'm Martyn Lee, and EV News China is not replacing EV News Daily. Let me say first up, I'll be here with the usual global take on the EV industry. Instead, this will be series of bonus shows, which I hope will be essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. I wanted to drop a pilot episode to explain my thinking, and what a moment to launch. China has just reached an historic milestone that changes everything in the global automotive industry. In May 2025, plugin electric vehicles captured 53% of China's passenger car market – meaning electric vehicles are now outselling traditional gasoline cars for the first time in history. Think about that for a moment. The world's largest car market has just tipped electric. This isn't a prediction anymore – it's reality. After 7 years of doing this podcast, pretty much every day apart from some breaks when we had two new additions to our family, or some mental health breaks, I've been doing this 7 days a week. And I can't tell you a time when I've been more fascinated about how the rest of the world views the Chinese EV market. And in many cases, how it's still a blind spot for them. The Numbers That Matter Let me put this in perspective with some hard data that business leaders need to understand. Plugin vehicle sales in China topped one million units in May alone – in a market of 1.9 million total passenger vehicles. That breaks down to 31% pure battery electric vehicles and 22% plug-in hybrids and range extenders. For the year so far, China has already sold over 4.3 million plugin vehicles, putting the country on track to exceed 10 million units by year-end – in China alone. To put that in global context, that's more than the rest of the world combined. The leader? BYD dominates with 28.9% of the plugin market, delivering over 376,000 vehicles in May – a 14% year-over-year increase. Meanwhile, Tesla's China market share has dropped to just 4.6%, ranking fifth behind Chinese competitors. The Tesla Reality Check Speaking of Tesla, the numbers tell a sobering story for Elon Musk's company in China. Tesla sold about 58,000 vehicles in China during April 2025, down 6% from the previous year. More concerning, Tesla's retail sales to Chinese customers in the first eight weeks of Q2 2025 dropped 23% year-over-year. This reflects a broader trend – Chinese consumers are increasingly choosing domestic brands. Tesla's China market share in the BEV segment fell from 11.15% to 6.36%, while Chinese rivals like XPeng delivered 33,525 vehicles in May, up 230% year-over-year. The Financial Impact The financial implications are staggering. BYD doubled its Q1 2025 net profit to 9.15 billion yuan, with operating revenue reaching 170.36 billion yuan, up from 124.94 billion yuan the previous year. But it's not just about one company. The Chinese EV trio – NIO, XPeng, and Li Auto – are expected to see explosive growth in 2025: NIO deliveries expected to double to 450,000 units XPeng projected to reach 400,000 units, up 110% Li Auto forecasted at 700,000 units, up 40% These aren't small startups anymore – these are major industrial players reshaping global automotive supply chains. The Technology Revolution What's driving this transformation isn't just price – it's technology. Chinese companies are leading in areas that will define the future of mobility. Solid-state batteries are moving from lab to production. China's Ministry of Industry and Information Technology included all-solid-state batteries in core industrial standards for the first time in 2025, signaling this technology has moved from corporate R&D to national strategic priority. Artificial intelligence integration is accelerating rapidly. Over two dozen Chinese automakers, including BYD, are incorporating DeepSeek AI technology into their vehicles. BYD plans to offer preliminary self-driving capabilities in nearly all its models at no additional cost – making autonomous driving features accessible to mass-market consumers. Ultra-fast charging is becoming standard. Chinese companies like XPeng offer five-minute charging delivering 210 kilometers of range, while the industry moves toward 800V architectures that handle high current flow for rapid charging. Global Trade War Implications But this technological leadership is creating geopolitical tensions. The United States now imposes a 247.5% tariff on Chinese EVs – that's 145% from recent tariffs, plus 100% from Biden-era levies, plus standard duties. Anyone trying to import BYD's $7,800 Seagull to the US would pay an extra $19,300 in tariffs. Europe is taking a different approach, but Chinese brands still doubled their European market share in April 2025 despite tariffs reaching up to 35%. BYD faces a 17% EU tariff, yet still recorded 400% sales growth in the UK, where no tariffs apply. The contrast is stark: in tariff-free markets, Chinese EVs are winning on merit. The Infrastructure Foundation Supporting this EV revolution is massive infrastructure investment. China aims to complete an expressway charging network by end of 2025, with over 5,800 out of 6,000 expressway rest areas already equipped with charging facilities. The government has extended its vehicle trade-in subsidy scheme for 2025, offering up to RMB 20,000 for EV purchases when scrapping older vehicles. This policy has already attracted over 4 million applicants in its first six months. What This Means for Global Business So what does this mean for you – someone who might be an enthusiast of the EV transition, or maybe you work in the business of EVs or charging? First, China is no longer an emerging EV market – it's the dominant one. Any global automotive strategy that doesn't account for Chinese competition is already obsolete. Second, the technology gap is widening in China's favor. Chinese companies can design and launch new models in six months while German competitors require two years. Third, supply chain dependencies are shifting. China controls a large share of battery-grade chemical production, and Chinese companies are rapidly expanding globally – BYD now operates in over 70 countries. Looking Ahead Over the coming 20 episodes of EV News China, during this limited run of podcasts, we'll dive deeper into these trends. We'll analyze quarterly earnings, decode policy changes, and track the technological innovations reshaping not just China, but the global automotive industry. We'll help you understand what these developments mean for your business, your investments, and your strategic planning. Because in a world where China has achieved 53% EV market share, the question isn't whether electric vehicles will dominate – it's how quickly the rest of the world can adapt. That's all for today's pilot episode of EV News China. Starting Monday, I'll be here every weekday with the latest developments from the world's electric vehicle superpower. Sometimes it will just be a news show, sometimes we'll dive into a specific topic. Remember, EV News China is essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower.
Recent headlines about price wars and intense competition in the Chinese electric vehicle (EV) market have sparked investor concerns about the industry's future, with many worrying about a race to the bottom. But what's really going on behind the scenes? In this episode, Louis Chua, investment analyst at Julius Baer, examines the key dynamics, opportunities, and challenges in the Chinese EV sector, and what they mean for the market's long-term growth prospects.(01:00) - : The “price war” – a race to the bottom? (00:00) - Chapter 2 (03:45) - : Chinese automakers making waves internationally (00:00) - Chapter 4 (04:45) - : Is the Chinese domestic EV market slowing? (00:00) - Chapter 6 (06:00) - : Innovation in Chinese EVs (00:00) - Chapter 8 (07:53) - : The “zero-mileage used cars” problem (00:00) - Chapter 10 (09:55) - : Supplier payment reforms (00:00) - Chapter 12 (10:30) - : Key risks and catalysts to watch
Volgens die jongste voertuigverkope-statistieke, word elektriese voertuie wêreldwyd al meer gewild. Dit kan veral toegeskryf word aan wisselvallige brandstofpryse. Die statistieke wys dat die voorkeur-handelsmerke van China afkomstig is, ook in Namibië. Kosmos 94.1 Nuus het gepraat met Jens Denk van Electric Vehicles Namibia.
Australian inflation drops unexpectedly to 2.1%, prompting calls for rate cuts sooner; a slowdown in Chinese EV production; Xero makes a big purchase; sorting your super before EOFY; Aldi still reigns supreme as the cheapest supermarket; and Carl Capolingua joins us for the Market Wrap. Host: Scott Haywood Executive Producer: Tom Storey Technical Producer: Liam Achurch Publisher: Nine RadioSee omnystudio.com/listener for privacy information.
Tesla's (TSLA) got some catching up to do, says Steve Westly. He thinks the Robotaxi event was well received, pointing to the share price reaction. But, now Steve's wondering how long Tesla will take to have paying customers, launch in new cities, and go through regulatory hurdles that companies like Waymo have already been through. He also points to Chinese EV makers as a possible threat to sales growth. Ultimately, he thinks TSLA may have a flat to down auto sales year as investors shift the focus to its tech offerings rather than its cars. He names BYD (BYDDY), Pony AI (PONY) and WeRide as international autonomous driving companies to keep on the radar.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Arthur Kroeber is a leading researcher on Chinese tech and macro, a founding partner at Gavekal Dragonomics, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works.On this episode, we discuss how China achieved high-tech manufacturing dominance, and where they'll go from here. By Arthur's account, the Chinese government is like a giant VC fund: they decide on key priorities and then spend hundreds of billions of dollars subsidizing ruthless competition at the local level. They are willing to lose huge amounts of money for a few of their bets to pay off: at China's scale, effectiveness matters more than efficiency.There's also a growing bipartisan consensus that we need to combat China's rise. This doesn't make much sense to me. China is a big, powerful country at the frontier in many fields, and its economy is intricately tied in with our own. Being instinctively adversarial is both unsustainable and risky. Arthur and I discuss how we can create a productive, mutually beneficial version of this relationship.Watch on YouTube; listen on Apple Podcasts or Spotify.Sponsors* Scale is building the infrastructure for smarter, safer AI. In addition to their Data Foundry, they recently released Scale Evaluation, a tool that diagnoses model limitations. Learn how Scale can help you push the frontier at scale.com/dwarkesh.* WorkOS Radar ensures your product's free trials go to actual users. Radar uses 80+ signals to distinguish malicious bots from real people, eliminating costly free-tier abuse. See why companies like Cursor, Perplexity, and OpenAI use Radar by visiting workos.com/radar.* Lighthouse is THE fastest immigration solution for the technology industry. They help you understand your options and navigate applications for expert visas like the O-1A and EB-1A. Explore which visa is right for you at https://www.lighthousehq.com/ref/Dwarkesh.To sponsor a future episode, visit dwarkesh.com/advertise.Timestamps(00:00:00) – We should reconcile with China(00:21:21) – BYD, Tesla, & Chinese EV industry(00:36:05) – Will China have a Japan-style financial crisis?(00:44:39) – Local debt situation is manageable(00:57:28) – If CCP is so competent, why isn't China richer?(01:05:08) – How China keeps tech under control(01:33:45) – Does China win AI?(01:43:34) – Communication with China key for AI safety(02:10:08) – What foreigners get wrong about China(02:17:32) – China-US relationship future Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
Thanks to Allstate for sponsoring today's episode! Click here [https://bit.ly/44yBdLx] to check Allstate first and see how much you could save on car insurance. This episode is brought to you by InstaCloud! If you're 21 or older, get 25% OFF your first order + free shipping @IndaCloud with code BIGTHREE at https://inda.shop/BIGTHREE! #indacloudpod And thanks to Ridge for sponsoring this podcast! Upgrade your wallet today! Get 10% Off @Ridge with code BIGTHREE at https://www.Ridge.com/BIGTHREE #Ridgepod This week we chat about a new retro racing game, a Chinese EV that just set a record at Nurburgring and Cadillac races at Le Mans. Plus, Ford has a new truck for the “street truck” crowd and an iconic engine (replica) you can buy on Alibaba. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. This conversation delves into the recent Shanghai Auto Show, highlighting the evolving landscape of the Chinese electric vehicle (EV) market. The discussion covers regulatory changes impacting safety standards, shifts in marketing focus from technology to safety, and the competitive dynamics between legacy automakers and emerging brands. Key players like Tesla and BYD are analyzed in terms of their market strategies and future challenges, with insights into the global expansion of Chinese EV brands and the implications of geopolitical factors on their growth.KeywordsChina, EVs, Shanghai Auto Show, regulatory changes, safety, Tesla, BYD, automotive industry, electric vehicles, market trendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify
NEW CAR REGISTRATIONS MAY 2025New car registrations rose, year on year, 1.6% thanks to Fleet. BEV registrations rose to 21.8% of the market share, which is growth but still a long way off the mandated amount. The SMMT once again called on Government financial help to encourage more people to buy electric. Click this link here to read more from the SMMT. TFL TO INCREASE LONDON CONGESTION CHARGEFrom 2 January 2026, the rate of the Congestion Charge if being proposed to increase to £18 along with the exemption for zero emission vehicles (ZEV) ending. However, ZEVs will pay a reduced amount that will change over time. If you wish to learn more, click this electrive article link here. For the Autocar article, click here. PIRELLI CAUGHT UP IN ANTI-CHINESE CONNECTIVITY RULESThe US Department of Commerce has finalised their rules on connected vehicle technology and software. They are banning any from Russia and China. This has brought Pirelli's ‘Cyber Tyre' technology into the crosshairs as Sinochem, a Chinese company, has 37% of shares in the manufacturer. To read more, click this Carscoops article link here. BRAZIL SUES BYD OVER WORKER'S CONDITIONSBYD, the Chinese EV maker, is building a plant in Brazil, but has been raided by officials who state they released 220 workers from conditions they likened to slavery. Welfare and financial restrictions were found that contravened the local laws. For more on this story, click here to read a BBC News article. NORTH OF SCOTLAND EV CHARGING CONTRACT SIGNEDEasyGo, an EV charging network, has signed a 20 year contract to install and maintain electric charging points across the north of Scotland. On top of that they will take on the upkeep of 425 existing council charge points. Click this electrive article link here to read more. FASTNED TO OPEN NEW CHARGING HUB IN WEST SCOTLANDFastned will open its fifth charging hub in Scotland, this time at Greenock, which will house four ultra-rapid chargers that can add around 100 miles to a car's range in five minutes. If you wish to read more, click this Electric Drives article link here. MCDONALD'S EV CHARGING PROVISION INCREASESMcDonald's, in partnership with Instavolt, has EV charge points at 250 sites across the UK and Ireland. They do not plan on slowing down either. Fast charging for fast food. Click this Motoring Research article link here, to read more. TFL STUDY SHOWS ROAD INJURY AND DEATH REDUCTION A study by Transport for London (TfL) into rates of serious injury and death on roads with 20mph speed limits has shown a reduction in the numbers. This backs up what...
Iedere maandag een overzicht van het belangrijkste autonieuws! Gaat Renault drones bouwen in Oekraïne? Verder een update over de bonje tussen Donald Trump en Elon Musk, de topman van Geely waarschuwt voor 'ernstige overcapaciteit', er is bijna bijna een akkoord over minimumprijzen voor Chinese EV's, Porsche gaat auto's niet assembleren in Amerika en de verkeersboetes worden niet verlaagd. Wil je deze update ook op vrijdag horen? Abonneer je dan op de BNR Auto-Update in je favoriete podcastapp. Zo mis je nooit meer het laatste autonieuws!See omnystudio.com/listener for privacy information.
Volgens Franse media gaat Renault drones produceren in Oekraïne. Het Franse ministerie van Defensie heeft Renault benaderd voor hulp bij de productie van drones in Oekraïne. Het zou gaan om een samenwerking met een kleiner Frans defensiebedrijf. Renault bevestigt dat er gesprekken hebben plaatsgevonden 'maar er is nog geen besluit genomen', schrijft Reuters. Verder in de auto-update: Donald Trump waarschuwt voor 'ernstige gevolgen' als Elon Musk de Democraten steunt. Topman van Geely: de wereldwijde auto-industrie kampt met ernstige overcapaciteit. China meldt vooruitgang in beraad met EU over minimumprijzen voor Chinese EV's. Porsche is niet van plan de eindassemblage van auto's naar de VS te verplaatsen. Kabinet volgt advies van het Openbaar Minister voor lagere verkeersboetes niet op.See omnystudio.com/listener for privacy information.
From the BBC World Service: The Panamanian government has declared a state of emergency in one province. It comes after U.S. banana giant Chiquita Brands laid off about 5,000 workers following a strike that had stopped production. Prosecutors in Brazil are suing the Chinese EV giant BYD, accusing it and two contractors of human trafficking and slave-like conditions at a factory site. And we take a look at Europe's biggest plant for processing the rare earth minerals a lot of modern technology relies on.
From the BBC World Service: The Panamanian government has declared a state of emergency in one province. It comes after U.S. banana giant Chiquita Brands laid off about 5,000 workers following a strike that had stopped production. Prosecutors in Brazil are suing the Chinese EV giant BYD, accusing it and two contractors of human trafficking and slave-like conditions at a factory site. And we take a look at Europe's biggest plant for processing the rare earth minerals a lot of modern technology relies on.
May 27, 2025 | Season 7 | Episode 20Take a fascinating journey through market valuation that challenges conventional wisdom about wealth measurement. In this eye-opening episode, we explore how perceiving markets solely through dollar-denominated prices creates an illusion of stability, when deeper analysis reveals a more complex reality.The real story emerges when we examine the Dow-to-gold ratio across a century of market history. From its peak of 18 during the 1929 market bubble to 41 during the dot-com frenzy to approximately 12 today, this perspective shows how relative wealth can dramatically shift despite seemingly stable nominal values. While the S&P 500 appears nearly flat year-to-date in dollar terms, a foreign investor would experience an 8.6% loss due to dollar weakness—a sobering reminder that currency matters.We analyze healthcare stocks showing promising technical indicators after five years of significant underperformance, potentially setting up a 21% rebound based on historical patterns. We also examine IBM's surprising premium valuation compared to its historical discount and Google's existential challenge as younger users increasingly "ChatGPT it" rather than "Google it."Looking toward future market leaders, we highlight companies with explosive growth potential: Aurora Innovation revolutionizing autonomous trucking, BYD dominating the Chinese EV market with breakthrough battery technology, and Tempus AI connecting with over 50% of US oncologists through its genomic sequencing business.The bond market reveals perhaps the most profound shift, as Treasury yields now incorporate default risk—evident as credit default swap spreads approach levels comparable to Greece. Combined with diminishing Japanese investor interest and the relatively small size of the high-yield market compared to Treasury issuance, these dynamics create both challenges and opportunities.Understanding relative valuation isn't just academic—it's essential for navigating today's complex investment landscape. Join us as we provide the perspective you need to see beyond nominal figures and grasp what's truly happening to your wealth.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
A U.S. tiremaker gets a turbo boost from Trump’s tariffs — is Goodyear the market’s next big gainer? Bitcoin climbs above $110K — are crypto miners and trading platforms set to ride the next wave? Meet the Chinese EV brand that just beat BMW and Tesla — and it’s not BYD. Plus: Sesame Street finds a new home, and Ralph Lauren polo sales soar. Also in focus: Sunrun, SingTel, Yangzijiang Shipbuilding, Xiaomi, Delfi, Mara Holdings, Hongkong Land. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
Episode 587: Neal and Toby talk about Klarna's mounting losses from customers failing to pay off their ‘buy now, pay later' loans. Then, a Chinese EV battery maker emerges as a winner from the US-China trade war with one of the biggest IPOs of the year. Plus, Axios just released their Harris Poll 100 which shows which brands customers trust the most, and Trader Joe's tops the list, while Tesla continues to fall. Next, a match to find out who is the best of the worst as Manchester United faces off against Tottenham for a spot in the Champions League. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit endthecampaign.com for more Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, we're chatting with The Drive's Kyle Cheromcha (@kylecheromcha) about Jaguar's next rebrand, Apple CarPlay's newest all-encompassing UI and why US Auto Execs say you will be driving a Chinese EV soon. Plus, Nissan's massive new round of layoffs and an EV truck startup that's in Hell. Thanks to Allstate for sponsoring today's episode! Click here [https://bit.ly/43qZEcG] to check Allstate first and see how much you could save on car insurance.Thanks to NASCAR for sponsoring today's episode! Don't miss the Coca-Cola 600 at Charlotte Motor Speedway on Sunday, May 25th—tap the link to tune in on Prime! bit.ly/NASCAR_CHARLOTTE_COCACOLA600 This episode is also brought to you by Chubbies. Your new wardrobe awaits! Get 20% off @chubbies with the code bigthree at https://www.chubbiesshorts.com/bigthree #chubbiespod @sponsored Learn more about your ad choices. Visit podcastchoices.com/adchoices
David Nicholson says the Tesla (TSLA) valuation is largely rooted in its future technology offerings for Robotics, A.I. and much more. David joins Alex Coffey to dissect Elon Musk's commentary today suggesting his re-commitment to be Tesla's CEO for the next several years. He looks at the capex moving into robotics, saying within 5-10 years "advanced robots will be in many, many homes." In terms of competition, David points to Chinese EV makers as well as Nvidia (NVDA) and Apple (AAPL) in mega-cap tech.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Asian currencies look poised to benefit from a favorable mix of lower US Treasury yields, softer oil prices, and sustained downward pressure on the greenback. A cautious outlook from Walmart underscores lingering vulnerabilities that may cap gains in US assets. Stateside, traders priced in two Federal Reserve rate cuts this year. Shares in South Korea and Australia climbed early Friday, while Japan's were mixed. US futures inched higher after the S&P 500 rose 0.4% Thursday. JPMorgan Chase CEO Jamie Dimon says recession remains a possibility as tariff fallout continues to buffet global economies. We break down the day's market action with Michael Green, Chief Strategist at Simplify Asset Management. Plus - we'll get earnings from Chinese EV maker XPeng in the week ahead. Linda Lew, China Autos Reporter for Bloomberg News, joins for a preview.See omnystudio.com/listener for privacy information.
In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China. They reflect on the advancements in Chinese EV brands, the strategies of foreign automakers, and the innovative power swap technology that is gaining traction. They also discuss the notable absences of key figures, the insights gained from a roundtable discussion, and the standout vehicle designs and innovations presented. The conversation also touches on the driving experiences with intelligent driving systems and highlights memorable models from the auto show. The hosts emphasize the globalization of the EV market and the future prospects for Chinese brands as they aim to expand internationally. The conversation concludes with predictions for the future of EVs and the industry's direction.Key wordsChina EV, electric vehicles, Shanghai Auto Show, NIO, foreign automakers, power swap technology, intelligent driving, EV market trends, automotive industry, Chinese brands, Auto Show, Electric Vehicles, EV Technology, Industry Insights, Vehicle Design, Market Trends, China EV Market, Automotive Innovations, Roundtable Discussion, Competitive Landscape
Overdrive: Tesla's Troubles, Touchscreen Backlash & Royal Recognition In this episode of Overdrive, David Brown and Paul Murrell unpack a mix of major shifts and motoring curiosities. From plummeting Tesla sales and BYD's meteoric rise, to Australia's evolving road rules and the debate over touchscreens in modern vehicles—this week covers the latest in transport, design, planning, and culture. ⚡ Tesla's Decline & BYD's Boom Tesla has taken a major hit in Australia with a 75% drop in April sales, influenced by expiring tax perks and consumer uncertainty. Plug-in hybrid sales also dipped to 2.9%. Meanwhile, Chinese EV giant BYD has overtaken Tesla globally. In the US, Tesla is sitting on 10,000 unsold Cybertrucks, raising concerns about demand for the futuristic model before its Australian debut.
The Chinese EV market is taking off. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, explains why Chinese EV company, BYD, is doing so well and is a serious contender against Tesla. Sam is an auto information expert, and he discusses how data is collected and analyzed.
Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, explains why Chinese EV company, BYD, is ready to surpass Tesla.
Daniel Mahncke and Shawn O'Malley break down Mercedes-Benz (ticker: MBG), one of the world's most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology. In this episode, you'll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company's strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock's high dividend yield and low valuation make it a hidden gem — plus plenty more along the way. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 11:40 - Mercedes' origin story and how it built the first automobile 18:21 - How Mercedes dominated motorsports 24:53 - How Mercedes makes money and what business segments they have 31:22 - Why Mercedes' EQ lineup has failed 32:40 - What Mercedes has changed for the new EVs 37:06 - How the industry and competitive landscape have changed 43:31 - What role China plays and how Mercedes is performing in China 58:38 - Whether Mercedes is attractively valued at its current beaten-down levels 59:35 - How Mercedes performed recently and what KPIs matter most 1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Mercedes' latest Annual Report. CEO Ola Källenius 2022 interview on the Decoder Podcast. Value Investor's Club Pitch on Mercedes. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
First, Ralph welcomes Washington Post tech journalist Faiz Siddiqui to discuss his new book "Hubris Maximus: The Shattering of Elon Musk." Then, our resident legal expert Bruce Fein stops by to explain how Elon Musk and DOGE are breaking the law. Finally, David picks up our interview with Ralph about Ralph's new book "Civic Self-Respect."Faiz Siddiqui is a technology journalist who writes for the Washington Post and has covered companies such as Tesla, Uber, and Twitter (now X) for the Business Desk. His reporting has focused on transportation, social media and government transformation, among other issues. He is the author of Hubris Maximus: The Shattering of Elon Musk (excerpted here).Over and over throughout this book, there's this recurring theme of victimhood, or at least Elon feeling like his back is against the wall. And why? For what? He and his fans felt they were doing the right things, and yet they were being scrutinized and punished for it.Faiz SiddiquiIn the wake of many Facebook scandals, many Uber scandals, Tesla was the company to work for. Elon was the person to work for. There was no figure as magnetic, who inspired people in the way that Elon did. So recruiting was a strong suit of that company. And the pitch was: come here and change the world.Faiz SiddiquiI think what this book brings is a healthy dose of reality and skepticism… that so far has been lacking from the overall conversation around Musk. And what I you'll find is (I hope you'll find) that you can identify with some of the folks in the book who were lured in by the promises (or just enamored by the guy and what he might be able to bring to society if his goals were ultimately realized) but then ended up feeling disappointed or feeling like—hey, this guy was not all he was cracked up to be. Even if the goals were noble, even if the ambitions were the right ones, the ends might not have justified the means. And so I want people to find, ideally, that their understanding of one of the most powerful people in society today is enriched.Faiz SiddiquiBruce Fein is a Constitutional scholar and an expert on international law. Mr. Fein was Associate Deputy Attorney General under Ronald Reagan and he is the author of Constitutional Peril: The Life and Death Struggle for Our Constitution and Democracy, and American Empire: Before the Fall.[Elon Musk is] just a walking violation of the federal code.Bruce FeinThere's nowhere to go but up in terms of being a smart consumer. Unfortunately, our Elementary and high schools don't teach consumer skills (they prefer to teach computer skills) and consumer skills result in what is, in effect, a pay raise.Ralph NaderAdam Smith once said many centuries ago that the purpose of production is consumption. And if consumption is informed and feeds back, it can lead to a high-quality economy. It can lead to more integrity to your consumer dollar and to your health and safety. It can lead to less environmental damage. It could lead to stronger regulation of product defects and services that are harmful. It's sort of a bottom-up economic democracy.Ralph NaderComplexity is a tool of power. Complex tax regulations are often blamed on the federal bureaucracy. No, it's the corporate tax lawyers.Ralph NaderNews 4/25/251. On Monday, April 21st, Vatican News announced the death of Pope Francis. This came just one day after Easter Sunday, when Francis met with Vice-President JD Vance. The day prior, Francis had snubbed the VP, sending in his place Cardinal Pietro Parolintoto to “deliver a lecture on compassion,” per the Daily Beast. Pope Francis led the Catholic Church since 2013 and during his tenure sought to move the church in a vastly more progressive direction – preaching against capitalism's destruction of the environment, advocating for abolition of the death penalty and greater acceptance for LGBTQ Catholics within the church, and expanding the reach of the church into non-traditional areas such as Mongolia among many other initiatives. This won him the admiration of many around the world, but also drew the ire of the conservative clergy, particularly in the United States. Francis was the first Jesuit Pope and the first Pope to hail from the New World. Senior churchmen will now assemble to elect a new pope. This conclave is expected to be contentious, with progressives seeking to consolidate Francis' reforms, while the conservatives see an opening to take back the formal organs of the church.2. Instead of death, our next story concerns birth. Noor Abdalla – wife of Mahmoud Khalil, the Palestinian Columbia University student currently being held by ICE in Louisiana – gave birth to their son on Monday. According to a statement by Abdalla, reported by Arya Sundaram of WNYC, ICE denied a request for Khalil to be temporarily released to meet their son, a “purposeful decision by ICE to make [her], Mahmoud, and our son suffer.” Later in this statement, Abdalla writes, “I will continue to fight every day for Mahmoud to come home to us. I know when Mahmoud is freed, he will show our son how to be brave, thoughtful, and compassionate just like his dad.” Khalil's case continues to wind its way through the courts; the result of this case will have significant ramifications for the Trump administration's ability to remove individuals with legal status on the basis of political speech.3. In an encouraging sign, more and more congressional Democrats are getting personally involved in cases of Trump administration overreach on immigration. In addition to Senator Chris Van Hollen's highly-publicized visit to El Salvador, TruthOut reports that Senator Peter Welch met with Mohsen Mahdawi, the Columbia University student entrapped with a false citizenship test, in Vermont. Meanwhile Cape Cod Times reports that on April 22nd, Senator Ed Markey and Representatives Ayanna Pressley and Jim McGovern of Massachusetts – along with Democratic members of the House Troy Carter and Bennie Thompson – traveled to a Louisiana detention facility to demand the release of Rümeysa Öztürk, the Tufts University grad student who was abducted off the street last month by masked ICE agents. This delegation met with Öztürk herself, as well as Mahmoud Khalil. And CBS reports Representatives Robert Garcia, Maxwell Frost, Yassamin Ansari and Maxine Dexter traveled to El Salvador as well, keeping pressure up regarding the Kilmar Garcia case. Still, hundreds of immigrants of varying status have been deported to the ominous and shadowy CECOT prison camp in El Salvador without due process since Trump began this mass deportation campaign.4. In more troubling Congressional news, Senate Judiciary Chairman Chuck Grassley of Iowa wrote a letter to Attorney General Pam Bondi and FBI Director Kash Patel on April 16th calling for investigations into the progressive activist group CodePink as well as the New York City cultural center known as the People's Forum. This letter is almost textbook McCarthyite red-baiting, claiming CodePink and the People's Forum are nothing more than mouthpieces for the Chinese Communist Party, thereby violating the Foreign Agents Registration Act. Beyond the fact that these groups are engaging in nothing more than constitutionally protected political speech, it is clear from the citations within the letter that they are targeting these groups because of their pro-Palestine positions. This is just another escalation in the Orwellian suppression of free-speech critical of the Israel's illegal occupation. Unfortunately, just as with McCarthyism itself, we cannot count on congressional Democrats to go to bat for the free speech rights of the Left.5. In a win for consumers, Bloomberg reports Airbnb announced it will now display the total price of stays – including all fees – to comply with a Federal Trade Commission rule set to go into effect next month. Many worried that the FTC would rescind this rule with the changing of the administration, but for now at least, the Trump FTC seems poised to keep it. This new rule is expected to “nudge hosts to lower their cleaning fees to make rentals more affordable, as the sometimes-exorbitant fees have become a key reason why some customers preferred hotels over Airbnb.”6. Another positive move is that the Trump Department of Justice has proceeded with an anti-trust case against Google's advertising technology, or “adtech.” On April 17th, a judge found Google liable for “willfully acquiring and maintaining monopoly power,” in two markets for online advertising technology, per Reuters. This follows a similar judgment against Google regarding a monopoly on search, which is only amplified by its adoption of AI. Another trial will determine the remedy for this monopoly, which could include Google being forced to sell off aspects of its business. According to this report, “Google has previously explored selling its ad exchange to appease European antitrust regulators.” Senator Amy Klobuchar, former chair of the antitrust subcommittee, called the ruling “a big win for consumers, small businesses, and content creators that will open digital markets to more innovation and lower prices.”7. On the other hand, Public Citizen's Rick Claypool reports, “58 corporations facing federal investigations & enforcement lawsuits collectively gave $50 million to Trump's inaugural fund. Cases against 11 of these corporations have already been dismissed or withdrawn, and 6 have been halted.” More granular information about each of these enforcement actions is available through Public Citizen's Corporate Enforcement Tracker database, but the big picture is clear: If a corporation wants the government off its back, all they have to do is make a handsome contribution. The Trump administration is pay-to-play and open for business.8. In another instance of the administration tying the hands of key federal regulators, the Food and Drug Administration will “End its Routine Food Safety Inspections,” according to the National Public Health Information Coalition. The FDA plans to “shift most…food safety inspections to state and local agencies.” While some food inspections are conducted at the state and local level, public health advocates are raising concerns about “oversight and consistency.” According to CBS, these plans have not been finalized.9. Turning to the very worst part of this administration, NOTUS reports “The DOGE website, the only public accounting of Elon Musk and President Donald Trump's attempts to reduce federal government spending…[has posted]…revisions that suggest DOGE was previously overstating its savings by hundreds of millions of dollars.” These stunning, if not altogether surprising, overestimations are staggering in scale. “On Tuesday [April 15th] alone, DOGE removed around $962 million in previously claimed cuts and altered hundreds of others to boost individual items' purported ‘savings' values.” The incompetence of DOGE has led Musk to reduce the target goal of spending cuts, down from $1 trillion to just $150 billion – a drop in the bucket when it comes to federal spending and certainly not worth the evisceration of Social Security and other programs these cuts have entailed.10. Finally, in more bad news for Elon Musk, Reuters reports the Chinese Ministry of Industry and Information Technology is tightening electric vehicle battery safety standards, specifically to “ensure…batteries won't catch fire or explode.” This is quite a humble regulatory goal. However, this new regulation could spell disaster for Tesla. According to Tesla-fire.com, there have been 232 confirmed cases of Tesla fires and “83 Fatalities Involving a Tesla Car Fire.” If I were a Chinese EV regulator, I would be wary of allowing Tesla vehicles on the roads. But that's just me.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe
In just the past few years, Chinese EV-maker BYD has become the most important car company most Americans have still never heard of. It is China's biggest private employer, the world's third most valuable automaker (after Tesla and Toyota), and it's capable of producing more than 5 million cars a year. It's also just one of dozens of innovative new Chinese auto companies that are set to transform the global mobility market — regardless of what happens with Trump's tariffs. On this week's episode of Shift Key, Jesse and Rob talk with Michael Dunne, the founder of Dunne Insights and a longtime observer of the Chinese automotive sector. Dunne was president of GM Indonesia from 2013 and 2015, and was once managing director of JD Power and Associates' China division. We talk about the deep history of BYD, the five non-BYD Chinese car companies you should know, and how Western automakers could (with difficulty and a lot of policy help) eventually catch up.Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap's executive editor.Mentioned:Michael Dunne on BYDWhy BYD Keeps Shocking the WorldHow China Created an EV JuggernautJesse's upshift; Rob's downshift.--Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart CHINESE EV BRANDS SHIFT FOCUS TO UK AMID US TARIFFS https://evne.ws/44leMtd TESLA DELAYS AFFORDABLE EV LAUNCH TO 2025-26 https://evne.ws/4k1cEvh TESLA'S ROBOTAXI VISION FACES CHALLENGES https://evne.ws/3RqHzos BYD SEAGULL WINS WORLD CAR AWARD https://evne.ws/42T4fUK LEAPMOTOR EXPANDS SUV RANGE IN AUSTRALIA https://evne.ws/3RZzNSw ZEEKR 009 GRAND COLLECTOR EDITION LAUNCH https://evne.ws/3RVrhUG SUZUKI ENHANCES WARRANTIES WITH DECADE-LONG COVERAGE https://evne.ws/3RtmXfc CHINESE COMPANY ENHANCES BMW I3 BATTERY PERFORMANCE https://evne.ws/4jnYEvu INSURANCE CHALLENGES FOR TESLA OWNERS https://evne.ws/3Y7z0mi CHRIS PACKHAM URGES BAN ON FOSSIL FUEL ADS https://evne.ws/3EDAvll ENHANCING EV EXPERIENCE THROUGH SOUND DESIGN https://evne.ws/4itkv3x GEELY-RENAULT JV LAUNCHES VERSATILE HYBRID POWERTRAIN https://evne.ws/3Guy70N FORD E-TRANSIT TRANSFORMED INTO ELECTRIC SAUNA VAN https://evne.ws/3Y6t2lv
Time now for our daily Tech and Business Report. KCBS Radio news anchor Holly Quan spoke with Bloomberg's David Welch. A Chinese company says it has developed an electric vehicle battery that offer a 320 mile charge in just five minutes. The news comes just a month after Chinese EV maker announced it's latest batteries can provide 250 miles from a five minute charge.
On today's episode, we take a look at the impact of how US tariffs are reverberating through the global automotive industry. Ford Motor Company is preparing to raise prices on cars rolling off assembly lines starting next month if President Donald Trump doesn't deliver on the tariff relief he's hinted at for automakers, while Chinese EV maker Xpeng is ramping up its global expansion -- despite the intensifying trade war between Washington and Beijing, and the European Union's punitive tariffs against Chinese cars. We speak with Dr. Stephen Dyer, Head of the Asia Automotive Practice at AlixPartners. Plus - Warnings from Chair Jerome Powell that trade tensions risk undermining the Federal Reserve's employment and inflation goals whipped up fresh volatility on Wall Street Wednesday, with stocks resuming sharp declines while haven assets like Treasuries and gold surged. We unpack the day's market moves with Shams Afzal, Managing Director at the Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.
In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla's disastrous deliveries, more Trump tariffs, EV delivery numbers, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla (TSLA) announces 336,681 deliveries, far worse than expected Tesla launches cheaper new Model Y in US and Canada Tesla Semi suffers more delays and ‘dramatic' price increase Trump announces sweeping tariffs ranging from 10 to 49%, will increase cost of everything BYD's global EV takeover is far from over as overseas sales double to start 2025 Ford Mustang Mach-E is off to a hot start in 2025: Here's how it stacks up against other top EVs Rivian's (RIVN) stock is down after EV deliveries slip in Q1: Here's what to expect in 2025 Lucid (LCID) set another EV delivery record and the Gravity SUV is just getting started Hyundai's super-efficient Ioniq 6 updated with sportier look, ‘N' model coming soon Honda's new electric SUV and Prelude debut on public roads for the first time [Video] Mazda's $20,000 Chinese EV is about to launch overseas and a new SUV is up next Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET): https://www.youtube.com/live/Ps61SkwSEMM
【欢迎订阅】每天早上5:30,准时更新。【阅读原文】标题:Move over Elon Musk: our electric cars at BYD are overtaking Tesla正文:Stella Li, vice-president and global face of the Chinese EV giant BYD, joined the carmaker in 1996. Now it's wooing buyers all over the world – apart from the US.知识点:Woo v. /wuː/To try to gain the love of someone, especially in order to marry them; to try to persuade someone to do something or to support you. 求爱;追求;争取……的支持• He wooed her with flowers and expensive gifts. 他用鲜花和昂贵的礼物向她求爱。• The company is trying to woo customers away from its competitors. 这家公司正试图把顾客从竞争对手那里争取过来。获取外刊的完整原文以及精讲笔记,请关注微信公众号「早安英文」,回复“外刊”即可。更多有意思的英语干货等着你!【节目介绍】《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。【适合谁听】1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者2、任何想通过地道英文提高听、说、读、写能力的英文学习者3、想快速掌握表达,有出国学习和旅游计划的英语爱好者4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等)【你将获得】1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。
From the BBC World Service: Chinese electric vehicle maker BYD has passed $100bn in annual revenue for the first time, putting Elon Musk’s Tesla in second place. Also, a visit to Europe’s biggest construction site in the south of Denmark: a $7.5bn tunnel being built under the Baltic Sea to Germany.
From the BBC World Service: Chinese electric vehicle maker BYD has passed $100bn in annual revenue for the first time, putting Elon Musk’s Tesla in second place. Also, a visit to Europe’s biggest construction site in the south of Denmark: a $7.5bn tunnel being built under the Baltic Sea to Germany.
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart HYUNDAI COMMITS $21 BILLION TO EXPAND U.S. OPERATIONS https://evne.ws/4iM14ny MG LEADS MARCH EV DEMAND ON AUTO TRADER https://evne.ws/4hNwhW7 EV DEMAND SOARS AS DISCOUNTS INCREASE https://evne.ws/4j5cBhw FORD TESTS CHINESE EVS IN U.S. FLEET https://evne.ws/4hMCphf MG 4 EV TO GET UK INTERIOR AND TECH UPDATES https://evne.ws/4hLakHc BYD HITS 40,000 ELECTRIC VEHICLE SALES IN AUSTRALIA https://evne.ws/4hKx4aa VOLVO GHENT FACTORY PREPARES FOR EX30 PRODUCTION https://evne.ws/4hUx8V2 NEW ELECTRIC BRAND UNVEILS MODELS AT MELBOURNE SHOW https://evne.ws/4j56cmr KEMPOWER UNVEILS FLEX SATELLITE CHARGING SOLUTION https://evne.ws/4hNtRqv EFFICIENT RECYCLING METHOD FOR LITHIUM-ION BATTERIES https://evne.ws/4kZOkuX
Ford CEO Jim Farley joins Spike for a deep dive into the Mustang GTD, Chinese EV dominance, and his passion for racing. He shares personal stories, including memories of his cousin Chris Farley, and previews his podcast DRIVE. Plus, Spike and Jonny go in on the Lotus Emira's stiff ride and unpack the mystery behind Barry Keoghan's Jaguar Type 00 publicity stunt. _____________________________________________________
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Today in our little walk around the automotive landscape, Tesla takes a big step toward launching its robotaxi service in California, while BYD shakes up the EV world with game-changing 5-minute charging tech. Plus, a viral tweet sparks a $1M hackathon overnight—because the internet moves fast.We're celebrating our 1000th Episode next Tuesday! Join the watch party!Show Notes with links:Tesla has taken a significant step toward launching its long-promised robotaxi service after receiving initial approval from California regulators, but there's still a long road ahead.The California Public Utilities Commission (CPUC) granted Tesla a transportation charter-party carrier permit (TCP), allowing it to operate a fleet of vehicles for pre-arranged trips.The permit does not yet authorize Tesla to provide autonomous ride-hailing services to the public.The company has a permit to test autonomous vehicles with a safety driver but has not yet applied for the necessary driverless permits.Elon Musk has been shifting Tesla's focus toward robotaxis amid slowing vehicle sales, revealing the Cybercab concept last October.Chinese EV giant BYD just raised the bar in charging technology, announcing a groundbreaking system that can add 249 miles of range in just five minutes.BYD's Super e-Platform can charge at 1,000kW, doubling Tesla's upcoming 500kW V4 Superchargers.The new tech debuts in the Han L sedan and Tang L SUV, starting at around $37,330.BYD is investing in 4,000 ultra-fast chargers across China, addressing charging infrastructure gaps.Founder Wang Chuanfu says the goal is to make EV charging as fast as refueling a gas car.BYD is catching up to Tesla, selling 1.76M cars in 2024, just behind Tesla's 1.79M, with 90% of sales in China.What started as an ambitious tweet turned into a reality in just a few hours. X user KP casually suggested a record-breaking, live hackathon with top sponsors—and Bolt made it happen.KP's tweet proposed a Guinness World Record-level hackathon, envisioning 100,000 builders shipping new web apps in a single day.Bolt immediately responded, announcing $1M+ in funding for what could be the biggest hackathon ever, hosted by Greg Isenberg.The first challenge? Build a killer website for the event—with Bolt offering $3,000 to the best design.Submissions require a quote tweet with a Bolt URL and a demo video.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
Plus tech stocks sell off, with Tesla on track for a ninth straight week of losses. And Tesla rival Chinese EV maker BYD unveils a new fast-charging technology. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
It's time to write the obituary for a star of the fast fashion world: Retailer Forever 21 declared bankruptcy this week, blaming competition from online, foreign fast fashion companies like Temu and Shein. We’ll hear more. Also on the program: Chinese EV maker claims to have developed a superfast charging system from BYD and sales at restaurants and bars dipped last month as consumers pull back on discretionary spending.
It's time to write the obituary for a star of the fast fashion world: Retailer Forever 21 declared bankruptcy this week, blaming competition from online, foreign fast fashion companies like Temu and Shein. We’ll hear more. Also on the program: Chinese EV maker claims to have developed a superfast charging system from BYD and sales at restaurants and bars dipped last month as consumers pull back on discretionary spending.
The Federal Reserve begins its two-day meeting today, but Rockefeller Capital Management CEO Greg Fleming argues that uncertainty around economic factors like tariffs might have the central bank on hold. Google will make its biggest acquisition to date, agreeing to $32B for cloud security startup Wiz. In other news, President Trump and President Putin will meet via phone, and Chinese EV company BYD has unveiled supercharged EV charging. Plus, two astronauts are finally on their way home from the International Space Station, thanks to SpaceX; astronaut Mike Massimino answers all our questions about space travel, from bathroom concerns and hygiene strategies. Greg Fleming - 13:22Mike Massimino - 24:28 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie
Today's show: Europe wants to keep its founders from fleeing, AI is growing at breakneck speed, and Nick Denton is back with a spicy Twitter storm—so we had to talk about it. Jason, Alex, and Lon break down Project Europe, a new $10M fund aimed at stopping the European startup brain drain. Plus, Anthropic's revenue just jumped 40% in a single quarter, and we debate what that means for AI's future. Meanwhile, China's EV makers are coming for Tesla, Saudi Arabia is building a gaming empire with a $3.5B Pokémon GO buyout, and we ask the big question: Should X and XAI just merge? Since XAI gets real-time data from X, it's got a major advantage—so what's stopping them from becoming one?*Timestamps:(0:00) Alex, Jason and Lon kick off the show!(1:29) Recap of Jason's appearance on Glenn Beck's show and advice to MBA students(4:21) The value of an MBA vs. starting a company(8:14) Nick Denton on Musk, Trump, and investment thesis(9:47 Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(15:16) The rise of Chinese EV manufacturers and Tesla's challenges(19:09) Jason's stance on vandalism, protests, and political affiliations(20:35) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!(23:13) Tesla's brand challenges and future prospects(25:03) Jason's audience and political neutrality(26:35) Inflation data and its implications for startups(28:07) Project Europe and entrepreneurship in the EU and Middle East(29:45) AdQuick. Easily plan, deploy and measure out-of-home campaigns as easily as digital ads. Visit www.AdQuick.com/twist to learn more(38:09) Jason's personal health and productivity protocol(41:18) Anthropic's revenue growth, API credits, and AI developments(45:09) AI competition and consumer trust(46:41) Mainstream adoption of ChatGPT and AI challengers(48:02) Grok AI's integration with X(51:12) Sale of Niantic's games business and global market shifts(58:06) India's economic rise and TSMC's potential deal with Intel*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Lon:X: https://x.com/LonsLinkedIn: https://www.linkedin.com/in/lonharrisFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(9:47 Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:35) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!(29:45) AdQuick. Easily plan, deploy and measure out-of-home campaigns as easily as digital ads. Visit www.AdQuick.com/twist to learn more*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss announcements made at Kia's EV Day 2025, TSLA stock crashing, VW ID.4 surging, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Kia EV Day 2025 recap: EV4 is coming to US, plus an up-close look at the EV2 and PV5 [Video] Tesla (TSLA) stock is crashing like a ‘soufflé under a sledge hammer' as Elon Musk predicted Tesla announces Model S and Model X refresh later this year Tesla can already deliver new Model Y orders within 2 weeks in China – demand problem? Tesla applies for ride-hailing service in California, but with human drivers Tesla protests gain momentum while the hate is dividing Tesla owners Volkswagen ID.4 was the best-selling EV in Europe, top 3 in the US last month Volvo's new ES90 has lightning-fast EV charging speeds and up to 435 miles range Meet the Xiaomi SU7 Ultra, the luxury Chinese EV everyone's talking about Lucid (LCID) expects EV output to double in 2025 as the Gravity SUV rolls out Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET) https://www.youtube.com/live/MmfUpZaLJ-Y