Podcasts about cybertrucks

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 the Cybertruck price increase, BYD making everyone look bad, and a Donut Lab battery update. 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 increases Cybertruck AWD price to $70,000 after creating artificial urgency Tesla sends Canadian Model 3 inventory to the US as it expects Chinese EVs back Tesla changes FSD transfer rules again, screwing over Cybertruck AWD buyers BYD's new Blade EV Battery 2.0 unlocks 1,000+ km pure electric range and 10 min fast charging BYD's new 1500kW ‘flash charger' is over 3x faster than anything US has BYD unveils stunning flagship electric SUV for the first time [Images] It's official: Hyundai axes IONIQ 6 from US lineup, Kia EVs remain in limbo Aptera (SEV) completes first Solar EV build off its validation assembly line Donut Lab solid-state battery survives 100°C discharge in second independent test 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/z64r5thTwio

On today's solar-powered episode of Quick Charge, we've got EnergySage director of insights Emily Walker with a look inside the company's 22nd industry report, this time featuring home solar, EV charging, and whole home electrification. In addition to some key takeaways from millions of solar customer datapoints across North America, Emily talks us through the changing landscape of hardware availability, what trade restrictions on China could mean for the residential solar market, some of the ways people are choosing to finance their solar panel systems – and why the right choice can help save them big money! You can check out some of the article we referenced in the episode, below, and let us know if you knew that Franklin WH stood for "Whole Home" in the comments. Source Links Solar installs surged 205% before the tax credit cut – and reshaped the market EnergySage Plugged In podcast Home Electrification Marketplace Report [FEB2026] It's time to start recommending some Tesla Powerwall alternatives Report: solar could increase your home value by $39,500 to $79,000 EV driver shares surprising, real-world data after installing solar panels Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Episode Description (Kilowatt 684) In this episode, Bodie shares a quick community update and an ad swap with the Car Stuff Podcast and The Final Lap Weekly, then jumps into a packed round-up of EV and clean-tech headlines. The Tesla segment includes a customer service story, Cybertruck pricing news, global expansion updates, and fresh Full Self-Driving chatter (including international approvals and new driver-behavior features). From there, Bodie covers broader industry movement with NIO's momentum and partnerships, plus an Aptera progress check-in as the solar EV startup pushes toward production. The battery conversation centers on Donut Lab's latest solid-state testing and what the results might (and might not) mean for real-world EV performance. Finally, Bodie spotlights the Nosh AI Chef project and closes with a proud parent moment celebrating Sierra's latest YouTube success. Ad Swap:  The Car Stuff Podcast The Final Lap Whooshn YouTube Links Mentioned: Nosh AI Chef Nosh AI Chef Kickstarter Sierra's video: Why work is starting to look medieval Allison's Podcast Support the Show Support Kilowatt Other Podcasts Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links Donut Lab solid-state battery survives 100°C discharge in second independent test What Donut Lab's Latest Solid-State EV Battery Test Actually Reveals Tesla Robotaxis Aren't Hitting California Streets Any Time Soon, Says Data Tesla touts California robotaxis but does nothing to get permits Tesla expands global FSD (Supervised) testing with Abu Dhabi trials NIO Deliveries Rise 58% in February — Charts NIO & Bosch Sign Strategic Cooperation Agreement Tesla increases Cybertruck AWD price to $70,000 after creating artificial urgency Tesla Vehicles Finally Come To Africa Tesla's Megawatt Chargers Are Coming Soon. Here's Where The First Ones Will Go Tesla Cybercab Lead Quits Just Months Before Mass Production Tesla Full Self-Driving's newest behavior is the perfect answer to aggressive cars Tesla FSD (Supervised) could be approved in the Netherlands next month: Musk Slate EV pricing coming in June, still expected to mid-$20k range art by dall-e Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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On today's disturbingly dirty episode of Quick Charge, Elon Musk is undoing nearly two decades of decarbonization by pumping out massive amounts of pollution to keep his xAI and Grok slop-machines rolling – and hurting some of America's most vulnerable communities at the same time. Tesla's troubles with pollution and carbon don't end there, either – two of company's biggest buyers of carbon credits are taking their business elsewhere, and the damage to Tesla's bottom line could be in the billions. Plus: it's a record month for Hyundai IONIQ 5 sales, electric semi trucks really do save fleets money, and some cool pictures of Volvo heavy equipment assets getting topped off at the Circle K! And, before you ask: NO! The irony is not lost on me ... but I didn't waste any water making the image, I just copy/pasted it in (he said, defensively). Source Links Tesla loses Toyota and Stellantis from its EU CO2 pool, taking billions with them Elon Musk's xAI is undoing Tesla's climate work all in the name of AI slop Hyundai bucks the trend as IONIQ 5 EV sales surge 33% in record-setting February Real-world test: electric semi trucks can save fleets nearly $160,000 per truck Where do you charge your wheel loader? Try the Circle K! Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

VPPs – virtual power plants – continue to spark heated debate. Are they genuinely a fast, affordable way to add capacity to the grid? Or are they an overhyped concept that falls apart when electricity systems are under stress? To find out, host Ed Crooks welcomes Colby Hastings, the senior director for residential energy at Tesla, to unpack what VPPs can and can't do for the grid.Colby explains how storage-based VPPs can behave very differently from the classic demand response that relies on consumers changing their behaviour. She sets out Tesla's thinking on VPPs, including its strategies for customer participation, reliability, and pay-for-performance. Tesla's model includes opt-outs, backup reserve settings, and transparency via an app. Customer choice is an important principle.Regular guest Amy Myers Jaffy also joins the show, and she debates what's holding VPPs back from scaling everywhere. Electricity market design can be critical for determining how fast VPPs are adopted. Other issues, including concerns about “double compensation” under net metering systems, are also important. Some regions are moving faster than others.Finally, Colby tells us what's coming next from Tesla and in the industry. Tesla's vehicle-to-grid plans are starting to take shape. A pilot, starting with the Cybertruck, was launched last month. And she explains why Puerto Rico is one of the clearest case studies for demonstrating the value of VPPs as critical infrastructure.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tom Appel, Publisher, Consumer Guide Automotive and host of the Consumer Guide Car Stuff podcast, joins Jon Hansen to talk about the current car market for buyers and sellers. Plus, Tom talks about how Gen Z is interested in buying vehicles from China and a cheaper Cybertruck.

Jill is back in the co-host seat this week, having spent some time in Canada intentionally driving Volvo vehicles in snow and on ice. Tom opens the show with a mea culpa. Listen in to see what he got wrong last week. The hosts discuss a number of news items, including some reported delays in the delivery of Tesla's newly discounted Cybertruck, Lamborghini backing away from electric vehicles, and the proposed Jay Leno Law. Listen in for the whole story. Still in the first segment, Jill reviews Toyota's new bZ Woodland, an electric vehicle with an off-road vibe. In the second segment, Jill and Tom are joined by Ken Chester, host of the Tech Mobility Podcast. Ken share his take on the the next stages of automotive computerization, and what, exactly, is meant by "software-defined vehicle." It's a good conversation. In the last segment Jill is subjected to Tom's "Model Year 2020" quiz. Listen in and try to beat Jill's score. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The newly offered $60,000 Cybertruck seems to be generating plenty of demand – but its price is already going up. Plus: Model Y's recent interior changes appear to be imminent for the Model 3, Lamborghini abandons its EV plans, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their "One-time Payment" option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com and use the promo code RPMRTL for 5-10% off your next purchase. And make your garage door foolproof with the Infinity Shield – get yours at infinity-shield.com and use the promo code RTL at checkout for a $35 discount.

On today's extraordinary episode of Quick Charge, we reflect on the fact that extraordinary claims require extraordinary evidence, and both Donut Labs AND Tesla are a long long way from turning everyone into believers. While Donut Labs' allegedly groundbreaking solid state battery tech gets put to the test, Tesla engineer Victor Nechita, who served as Tesla's vehicle program manager for the Cybercab, has announced he is leaving the company as part of the recent exodus of the brand's top staff. Plus, a new study of 5,000 home sales showed that rooftop solar really does pay for itself – almost as soon as you put it in! Source Links Donut Lab's ‘miracle' solid-state battery confirms 0-80% charge in 4.5 min — but there's a catch Verge unveils 370-mile electric motorcycle with solid state battery; sounds too good to be true? This battery is about to change the world in 3 months, or make this guy a fool Tesla Cybercab program manager exits ahead of launch Tesla rolls first steering wheel-less Cybercab unit off the line before solving autonomy Tesla launches legal war over ‘Cybercab' name against seltzer company Report: solar could increase your home value by $39,500 to $79,000 EIA: 62% more renewable energy capacity is coming in 2026 Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Episode Description: In this episode, we break down the growing controversy around Donut Lab's solid-state battery claims, including third-party VTT test results and the company's response to critics questioning its bold performance numbers. We examine reports that the battery can charge to 80% in just 4.5 minutes and discuss what's verified versus what remains unproven. Tesla is back in the headlines as it appeals a California Autopilot ruling on First Amendment grounds while also facing continued scrutiny over FSD traffic violation data requests from NHTSA. We also cover Tesla's Cybertruck trim price increase timeline and what it signals about demand and strategy. Finally, Ford surprises customers by charging $495 for a frunk on the Mustang Mach-E — and we unpack what that says about feature monetization in the EV space. It's a packed episode filled with battery breakthroughs, legal drama, pricing strategy, and the evolving economics of electric vehicles. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: I Donut Believe – Presenting Third Party Results VTT CR Test Report (PDF) Ford Now Charging $495 for Frunk – CleanTechnica Tesla Confirms Date When New Cybertruck Trim Will Go Up in Price – Teslarati Tesla Struggles to Turn Over FSD Traffic Violation Data – Electrek Tesla Appeals California Autopilot Ruling on First Amendment Grounds – Autoblog Donut Lab's Solid-State Battery Gets First Test Result – The Verge Donut Labs Responds to Critics – CleanTechnica Donut Lab Battery Charges to 80% in 4.5 Minutes – Electrek Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On today's high-dollar episode of Quick Charge, Tesla is reeling from a $243 million judgement against it in a high-profile wrongful death case involving the company's Autopilot system, and has a hard time getting the relevant data to NHTSA. We've also got news that Waymo its expanding its L4 autonomous and driverless taxi operations into four new US cities across Florida and Texas, bringing its total to 10 compared to Tesla's 0 total cities with driverless electric vehicles in operation. Plus: the US Air Force has deployed the world's first portable 5MW nuclear reactor – which seems like the kind of thing we should all know about, you know? Source Links Tesla has to pay historic $243 million judgement over Autopilot crash, judge says Tesla avoids 30-day California sales suspension after dropping misleading ‘Autopilot' marketing Tesla sues California DMV to reverse ‘Full Self-Driving' false advertising ruling Tesla is having a hard time turning over its FSD traffic violation data Waymo adds 4 more cities to its robotaxi service, now 10 total (Tesla: still 0) Tesla admits it still needs drivers and remote operators — then argues that's better than Waymo Waymo founder trashes Tesla safety as Waymos illegally pass school buses World's first: US Air Force deploys portable nuclear power station Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Tesla bajó el precio a la Cybertruck debido a los múltiples problemas, como fallos en la suspensión, problemas en la electrónica y en el pedal del acelerador entre otros. Asi lonhizo saber el propio Elon Musk.

0:00 Intro & Dankeschön 1:17 Neueste FSD für Model S & X 2:52 Neue Daten zur FSD-Sicherheit Tesla Robotaxi Unfälle erklärt: https://www.youtube.com/watch?v=IZEz7HkOruU 6:21 Unterschied zwischen FSD Supervised und Robotaxis 7:10 Neue Genehmigung für kabelloses Laden 9:04 Grok Update verzögert 9:37 Grok 4.2 ist da 11:38 Tesla senkt Cybertruck-Preis drastisch Lackierung „Lunar Silver“ für Model S und X ausverkauft Megapack News 20:38 Geheimer Plan? Warum der Semi Truck nach Europa kommen könnte! Cybertruck Verwirrung! 28:41 Hunderte Cybercabs fertig, aber evtl. nicht einsetzbar? Model 3 bekommt Upgrade Cybertruck ausverkauft?! Neue Megafabrik 37:56 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 - AUTOZENTRUM SCHMITZ: Fairer Tesla An- & Verkauf beim größten Tesla Autohändler: https://www.autozentrum-schmitz.de/ - HANKOOK: Hier geht's zum Gewinnspiel & zu den besten Reifen für E-Autos: https://www.hankook-promotion.de/tesla-welt - SHOP4TESLA: Erhalte 10% Rabatt mit dem Code "teslawelt" auf jetzt alle Produkte: https://www.shop4tesla.com/?ref=TeslaWelt - HOLY: Erhalte 10% Rabatt mit dem Code "TESLAWELT" auf alle Produkte: https://de.weareholy.com/?ref=teslawelt - CARBONIFY: THG Quoten Prämie. Transparent und fair : https://carbonify.de/?utm_source=youtube&utm_medium=video&utm_campaign=Teslawelt - Der Tesla Welt Merchshop: https://teslawelt.myspreadshop.de/ - Elon Musk Biografie von Walter Isaacson: https://amzn.to/3sETBBi - Deutsche Version: https://amzn.to/45HZfkF - Die mit - gekennzeichneten Links sind Affiliate-Links. Es handelt sich hierbei um bezahlte Werbung. Ein Kauf über einen Affiliate-Link unterstützt den Kanal und für euch entstehen dabei selbstverständlich keinerlei Mehrkosten! Für direkte Unterstützung werdet Tesla Welt Kanalmitglied und erhalte exklusive Vorteile: https://www.youtube.com/channel/UCK0nQCNCloToqNKhbJ1QGfA/join - oder direkt per PayPal: an feedback@teslawelt.de Folgt mir gerne auch auf X (Twitter): https://twitter.com/teslawelt Musik: Titel: My Little Kingdom Autor: Golden Duck Orchestra Source Licence Download(MB)

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Brendan Appel of the Sons of Speed sits in for Jill this week. Brendan and Tom open the show talking about the changing character of car engines, and how small turbocharged examples lack the character—especially exhaust note—of older, larger engines. Tom shares news regarding deep price cuts on the Tesla Cybertruck. Per Elon Musk, the new, cheaper Tesla pickup may not be available for long, so interested shoppers may want to act quickly. Brendan and Tom discuss what the price adjustment might mean for the resale value of existing examples of the controversially designed pickup truck. Still in the first segment, Tom reviews the 3-row Lexus TX luxury crossover. Listen in for his take. In the second segment Brendan and Tom welcome Zack Pradel of Shooting Cars to the show. Zack is just back from Japan where he drove a number of the country's “kei” micro cars. As it has been suggested that kei cars could be the answer to rising new-car sticker prices in the U.S., Zack's take on these tiny vehicles is especially interesting. In the last segment Zack joins Brendan for this week's quiz. The show wraps up with a quick look at the current Polestar model lineup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kilowatt 682: In this episode of Kilowatt, we break down the latest Tesla Cybertruck pricing drama, including Elon Musk's clarification about the now-infamous “10-day” pricing window and the discontinuation of the Cyberbeast Luxe package. We also examine Tesla's updated FSD terms that suggest pricing and features could change at any time — and what that could mean for customers. Then we shift gears into one of the most exciting developments in EV tech: semi-solid-state and lithium-metal battery production. From FAW's 1,000+ km battery claim to QuantumScape's new pilot line and broader industry momentum, solid-state batteries appear to be inching closer to reality. Finally, we highlight encouraging milestones across the battery sector that suggest meaningful progress toward higher energy density, improved safety, and faster charging electric vehicles. If you're tracking Tesla pricing strategy or the race toward next-generation EV batteries, this episode delivers clarity and context. Support the Show Support Kilowatt Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Elon Musk clarifies Tesla Cybertruck '10 day' comment, fans respond FAW installs “industry first” semi-solid-state battery in an EV, promising 1,000+ km range Tesla's New FSD Terms Say It Can Change the Price and Features at Any Time New $59,990 Tesla Cybertruck Pricing Only Lasts 10 Days Lithium metal giant begins semi-solid-state EV battery production Tesla Discontinues Cyberbeast Luxe Package to Lower Prices Introducing: "I Donut Believe" Solid-State Battery Milestones Appear Encouraging For Near Future – CleanTechnica QuantumScape opens Eagle Line pilot for solid-state production Show Art Created By DALL·E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coming back after a tough loss on Sunday, but hey at least the Cybertruck's got a discount :/

Tesla unveils a new $60,000 trim of the Cybertruck, and while it does make some sacrifices, it's pretty darn appealing. I'll tell you all about it on this episode. Plus: one option on the outgoing Model S and X has already been retired, Ford talks up their Tesla-like next-gen EV platform, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their "One-time Payment" option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com and use the promo code RTLPOD+ for 10% off your next purchase. And make your garage door foolproof with the Infinity Shield – get yours at infinity-shield.com and use the promo code RTL at checkout for a $35 discount.

On today's smarter episode of Quick Charge, we've got CEO Daniel Hilson here to give us an in-depth look at how BetterFleet can help fleets and utilities manage their charging schedules to keep both energy costs and downtime to a minimum. We also take a look at Amazon's Rivian electric van fleet and how their goal of reaching 100,000 vans by 2030 is coming along, as well as a new solar-powered semi trailer that's using Australia's sunshine to keep food fresh from farm to store to table. Source Links Amazon grew its Rivian electric delivery van fleet by 50% in 2025 California's Helix water district gets state-of-the-art managed charging [Q&A] ACT Expo 2025 – one step forward, two steps back for clean trucking Check out BetterFleet GENIUS: adding solar panels to semi trailers is an idea so obvious it hurts Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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 the new Tesla (temporary) Cybertruck, Cybercab news, Ford wanting China in the US, 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 launches $60k AWD Cybertruck, reverses $15k Cyberbeast price hike Elon Musk kills first Tesla Cybertruck ($60k) that makes sense just 10 days after launch Tesla has to pay a historic $243 million judgement over Autopilot crash, judge says Tesla rolls first steering wheel-less Cybercab unit off the line before solving autonomy Tesla fans think this reviewer will have to shave his hair due to Musk's $30,000 Cybercab claim Tesla avoids 30-day California sales suspension after dropping misleading ‘Autopilot' marketing Tesla admits it still needs drivers and remote operators — then argues that's better than Waymo Ford is asking the Trump Administration to allow Chinese EV tech in the US Slate pricing to be revealed in June, ‘Blank Slate' truck still expected in the mid-$20k range Polestar goes on the offensive with FOUR new models in THREE years 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/UC9ayoQ-YDk

Google lança Gemini 3.1 Pro para agilizar tarefas complexas. Grupos do WhatsApp ganham histórico de mensagens para novos membros. Trump ordena a revelação de arquivos sobre vida alienígena, OVNIs e UAPs. Brigados, donos do ChatGPT e Claude têm momento bizarro em evento e Tesla lança Cybertruck mais barato e corta preço da versão premium.

On today's labor-intensive episode of Quick Charge, Germany's largest union IG Metall is squaring off with Tesla in a major dispute involving a toxic work culture, criminal charges, defamation, and more – but at least they can still sell cars in California (for now). That's right, gang – Tesla has managed to avoid a sales ban in California by pivoting away from the use of the word "Autopilot" in its marketing (which explains that $99 FSD Supervised deal too, btw). Plus: Polestar is rolling out FOUR new production cars in then next THREE years and if you just can't wait for that, there's a whole lot of great deals on a new EV you can drive home today. That featured image up there, by the way, comes courtesy of IG Metall. Source Links Tesla calls police on IG Metall rep at Giga Berlin works council meeting before critical vote German union accuses Tesla ‘toxic' environment, files defamation against plant manager Tesla avoids 30-day California sales suspension after dropping misleading ‘Autopilot' marketing Polestar goes on the offensive with FOUR new models in THREE years Hyundai cuts EV prices in response to BYD and Tesla Toyota is already offering a $5,000 discount and 0% financing on its new EVs With a $10,000 discount, the Chevy Equinox EV is hard to pass up Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Lane Wright, founder of Executive Cleaning Services, joins us to discuss the volatile journey of building a service empire. After achieving the material signs of success, the Rolex, the Tesla, the Cybertruck, Lane found himself empty and his business crumbling due to unchecked ego.In this vulnerable conversation, Lane details how he rebuilt his company from scratch, the importance of faith in business, and the "Life Sheet" framework that keeps him grounded. He also debunks the popular social media advice about quitting your job to be an entrepreneur, offering a more stable path to six figures.Key Takeaways:The Ego Trap: How chasing validation led to over-expansion and near failure.Rebuilding: The humility required to call old clients and start over.The "Life Sheet": Applying business planning principles to your faith, family, and fitness.Side Hustle Strategy: Why keeping your 9-5 provides the leverage you need to build a business safely.Mentioned in this Episode:Book: "How to Own Your Own Mind" by Napoleon HillBook: "Atomic Habits"Course: Scrub to Six Figures

On today's crash-tacular episode of Quick Charge it's been a rough, rough week for Tesla stans as new data out of Austin shows Robotaxis crashing at rates more than 4x higher than humans, new data out of China shows sales crashing more than 45%, and a new video seems to show a Tesla trying to crash into a lake. We've got some of Fred's in-depth analysis of what's going on over at Tesla as they start rolling Cybercabs or Cybervehicles or whatever they're calling it off an assembly line, too – and even something the house that Elon built is doing right! Source Links Tesla ‘Robotaxi' adds 5 more crashes in Austin in a month — 4x worse than humans Tesla rolls first steering wheel-less Cybercab unit off the line before solving autonomy Chinese state media amplifies viral Tesla failure amid 45% sales crash Tesla ‘Full Self-Driving' tried to drive owner into a lake, viral video shows Tesla announces Powerwall 3P with native three-phase inverter Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

We've unlocked this bonus episode! We've had a perfect storm of illness among the entire cast and it became impossible to record this week, but we'll be back later in the week with a new bonus, and will have a new free episode next week. Riley, Nova, and Hussein chug some down some heavy metals, talk about rare earths, ChatGPT's OTHER other detour into porn (before curing cancer), and the slow death of neoliberalism. Then, Wired does some crucial journalism: talking to Cybertruck owners who all need to find polite ways of saying they have a “getting yelled at” fetish.

On today's Texas-sized episode of Quick Charge, Tesla Cybertruck owners in the Lone Star state get V2G access, Tesla Model 3 and Y models get WeChat via OTA, and Toyota has an all-new electric Toyota Highlander with up to 320 miles of range! We're also taking a look at a Japanese joint venture involving oil refining giant Idemitsu Kosan and Sumitomo Metal Mining that's helping Toyota scale up its solid-state battery production plus up to $5,000 off and 0% interest financing on new Toyota EVs. Source Links Tesla launches Cybertruck V2G program in Texas, earning money with your truck's battery pack Tesla partners with Tencent to bring WeChat inside over 1 million cars in China Toyota reveals the Highlander EV as first 3-row electric SUV with 320 miles range [Images] Big oil is betting big on Toyota to win the solid-state battery race Toyota is already offering a $5,000 discount and 0% financing on its new EVs find Toyota bZ deals near you (trusted affiliate) find Toyota C-HR deals near you (trusted affiliate) Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

On today's long overdue episode of Quick Charge, we've finally got production specs and pricing on the Tesla Semi first revealed by Elon Musk nine (9) years ago. Will it be a revolution, or a case of too little, too late to make a real impact? We've also got a Level 4 autonomous mining truck backed by global EV leader BYD that's already being put to work on more than 30 mining sites, a look at the first preproduction Rivian R2s, and a mobile AI data center + BESS and charging solution from Windrose Electric CEO Wen Han that may be the most bonkers, or brilliant thing you see this week. Source Links Tesla reveals final Semi specs with two trims ahead of customer deliveries Tesla is quoting $290,000 for its 500-miles electric semi truck Rivian R2 enters final validation testing, spotted uncamouflaged on streets Rivian R2 prototypes hit the media and revealed new performance specs as a Tesla Model Y competitor Autonomous, battery-swap mining truck gets big-buck boost from BYD AI in a box: Windrose wants to containerize the data center Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

In this episode of the Tesla Motors Club Podcast, hosts Lewis, Doug, and Mike reflect on their 2025 predictions and make new ones for 2026. Topics include: the future of the Cybertruck, FSD transfers and upgrades, Robotaxi progress, Tesla possibly building a chip fab, SpaceX, the Artemis program, and more!Show notes and commentsLive version on YouTubeVisit our website at https://teslamotorsclub.com/Chapters:00:00 Intro01:17 Louis's first FSD roadtrip06:20 Doug's 24 hour Model S test drive13:53 Predictions14:02 Q: Will another vehicle dethrone the Model Y as the world's bestselling car?14:40 Q: Was the Model Y the best selling vehicle worldwide in 2025?17:03 Q: Will the Model Y be the best selling vehicle in 2026?17:33 Q: How many Cybertrucks will be on the road?19:31 Q: Will Tesla Cancel the Cybertruck?22:19 Q: Will Tesla deliver the Next Gen Roadster?26:37 Q: Will Tesla add the Turn Signal Stalk or Front camera on S, 3, and X?29:10 Q: Will Tesla unveil a brand new model?32:18 How to redeem the Cybertruck35:40 Q: Will Tesla Offer FSD transfers?38:52 Q: Will Tesla offer an upgrade path for HW3 owners?41:05 Terafactory Chip Fab  47:04 Q:  When will Tesla start offering a Robotaxi service?49:25 Doug's experience with Waymo in San Francisco51:09 Q: Will the Robotaxi safety supervisor go away in 2026?52:57 Q: Will we see FSD drive coast to coast?57:19 Q: Will a competing humanoid robot company beat Optimus to market?58:00 Q: Will Tesla start Optimus deliveries in 2026?01:04:52 Q: Will Tesla get a publicly facing COO?01:05:49 Q: Will SLS survive past Artemis II?01:11:02 OutroCo-hosts-Louis: @nebusoftMike: @SteelCloudsDoug: @dougProducers-Daniel: @dannyDoug: @dougSocial-Bluesky: https://bsky.app/profile/teslamotorsclub.bsky.socialX/Twitter: https://twitter.com/TeslaMotorsClubFacebook: Log into FacebookInstagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videosYouTube: https://www.youtube.com/teslamotorsclubAudio versions-Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple PodcastsSpotify: Tesla Motors Club PodcastAmazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942TuneIn: Listen to Tesla Motors Club Podcast on TuneInRSS: https://feeds.buzzsprout.com/1950101.rssSupport us-PayPal: PayPal.MeTeslaMotorsClub website: Support the show

- Dividend Cancelled: Stellantis Resets as EV Strategy Crumbles - Stellantis Abandons Tavares' EV Goals with Massive $26B Write-Off - EV Write-Offs Now Bigger Than the GDP of Entire Countries - BYD's $60 Billion Wipeout: Is the Chinese EV Profit Engine Stalling? - U.S. Rare Earth Revolution: Recovering Metals from Mining Waste - The Race to Purge Chinese Code: Automakers Scramble Ahead of March Ban - Tesla's China Pivot: Training AI Locally Despite U.S. Tech Restrictions - Toyota Leadership Shakeup: Koji Sato Moves to New "Chief Industry" Role - Fixing the Tech Shortage: Ford and NADA Launch Apprenticeship Program - Ford's Universal Platform Peek: New Gigacastings To Replace 146 Parts

On today's episode, we discuss a sprawling web of conspiracies centered on Jeffrey Epstein, including claims he faked his 2019 jailhouse death, now lives in Tel Aviv under Mossad protection, and even maintains an active Fortnite account linked to an old email handle. Glenn walks through alleged clues from the recent Epstein document dump: heavily redacted CIA emails, rumored Mossad ties, supposed surveillance gaps in his cell, and photos or sightings that some argue show Epstein alive, while others dismiss them as AI-generated fakes. The hosts connect these theories to the latest fallout from the Epstein files—high-profile figures named in emails, a WEF leader stepping down, Peter Thiel being quizzed by reporters, and questions about why so few island visitors have faced charges. From there, they dive into a second cluster of conspiracies around prediction markets like Polymarket, highlighting a large anonymous $400,000 bet on the U.S. move against Maduro just before it happened, and using it to illustrate how insiders could, in theory, “print money” by wagering on political or military events. Mark, Glenn, and James then riff on Bitcoin, Satoshi Nakamoto rumors that tie Epstein to early crypto wealth, Trump's public support for XRP and a strategic U.S. “crypto reserve,” and the idea that seized digital assets may now be quietly hoarded by the government instead of auctioned. Along the way, they question how much “wisdom of crowds” in sports books and prediction markets is real versus manipulated, compare long-shot bets to prophecies about Christ's return, and share personal war stories of missed investments and blown stock picks. The episode wraps back in familiar territory—Tesla updates, autonomous tech, Optimus robots, and even using Cybertrucks as grid batteries—underscoring how quickly emerging technology, opaque finance, and incomplete facts can fuel a constant churn of conspiratorial thinking. Don't miss it!

On today's show-stopping episode of Quick Charge, we're on location at the midwest's largest independent bicycle dealer show checking out some of the highlights from Himiway, Radio Flyer, Rambo, and a whole lot more! While controversy continues to swirl about e-bike regulations and major players seem to be coming and going and getting saved at the eleventh hour amid the uncertainty of all of this – it's still fun to get to experience the newest e-bikes firsthand, and that's exactly what CABDA 2026 is all about! Bike brands mentioned Aventon Aventon's newly launched Soltera ADV looks almost perfect – I'd only change one thing Aventon New Year Sale takes up to $500 off legacy + new e-bikes for lows from $999 Flyer Radio Flyer launches new 20 MPH utility electric bike Heybike Heybike Villain launched as low-cost 45 MPH light electric dirt bike Himiway Himiway Big Dog electric bike review: A cargo e-bike that's more like a moped Magnum Rambo Velotric Velotric Triker launched, giving e-trikes more power and speed – and tech Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

On today's episode, we discuss James's first full day living with his new Tesla, from accidental 80-mph “hurry mode” on a complex Jackson interchange to the car's eerie ability to catch his mistakes before they become collisions. The hosts describe how Full Self-Driving treats turn-signals, lane changes, parking lots, and even chained-off entrances as “suggestions,” branching through options in real time while still relying on the driver to understand modes and settings much like an aircraft autopilot. They compare slow mall chargers with newer, much faster superchargers in Ruston, detail how Smart Summon and parking-spot “training” work, and recount the car confidently handling ice, snow, and muddy driveways in conditions that would rattle most human drivers. From there, the conversation widens to Elon Musk's broader empire: Cybertruck orders, a planned merger of SpaceX and xAI, plans to move AI compute into space, and speculation that Musk could become more powerful than nation-state leaders because satellites are outside traditional regulatory reach. In geopolitical news, they revisit Trump's pressure campaigns on Venezuela, Cuba, and Iran, Russia's moves in Ukraine, Panama ejecting China from canal contracts, and how “blockade and siege” strategies can topple regimes without direct invasions. Domestic politics center on ICE raids, masked officers, new body-camera requirements, battles over the SAVE Act, real ID, filibuster rules, and the difficulty of preventing election fraud across multiple “vectors” like machines, mail ballots, and lax ID laws. The hosts close with frustration over slow accountability for alleged 2020 election abuses and Epstein-related revelations, but they argue that many cheating methods have been shut down, Trump is still advancing a longer-term plan, and in the meantime at least “the Tesla drives great and PJs coffee is still hot.” Don't miss it!

This week on Watts in the News, we break down one of the biggest shifts in Tesla's history. Tesla has officially canceled the Model S and Model X, ending new sales as production lines at Fremont are converted to build Optimus humanoid robots. The move signals a major pivot toward AI, robotics, Full Self-Driving (FSD), and Robotaxi, raising big questions about Tesla's long-term direction.We're joined by Tesla legends and YouTubers Bearded Tesla Guy and JoshWest 24/7, who bring firsthand perspective from years of Tesla ownership, long-distance road trips, and a recent FSD drive across the United States. Together, we discuss whether Tesla is moving too fast, whether the company is shifting away from personally owned vehicles, and what this means for future products like Robotaxi, Cybercab, and even the Cybertruck potentially operating autonomously for cargo and logistics.➡️ ⁨Tesla Conversation With  @BeardedTeslaGuy  and  @JoshWest247  : https://youtu.be/XS3rPj-LPI4➡️ Jessie's Trip to Sweden with  @kempower  : https://youtu.be/A-ifvVG_qPc➡️ BowefamilyEV Silverado, Lightning at Gravity at the Tesla V4 Chargers! : https://youtu.be/SHyH59MANtYWe also cover the importance of charging infrastructure at scale. Co-host Jessie shares insights from his upcoming trip to Sweden with Kempower, where he'll see megawatt charging in action, and we discuss why megawatt-level charging is critical for heavy-duty EVs. Plus, we break down Tesla's megawatt charging agreement with Pilot and what it means for the future of electric trucking in North America.From Tesla's vehicle cancellations to Optimus, autonomy, and charging at massive scale — this episode tackles the question: Is Tesla building the future too early, or exactly on time?

On today's island-hopping episode of Quick Charge, we have to talk about Elon Musk's cringey appearance in the Epstein files amid Tesla's rapid sales decline in Europe, as well as the ultra-fast Xiaomi SU7 Ultra and its own rapid sales decline. We've also got a look at the Tesla Robotaxi service and ask why its vehicles are crashing so much more often than human drivers, even with safety monitors in the car. All this and more – let us know what you think of today's episode in the comments! Source Links Tesla CEO Elon Musk lied about “refusing” Epstein island invite, newly released DOJ emails show Tesla (TSLA) can't find the bottom in Europe as 2026 starts with another brutal decline Tesla's own Robotaxi data confirms crash rate 3x worse than humans even with monitor Sales of the ultra-fast Xiaomi SU7 Ultra have ultra-plummeted to under 50 units Xiaomi SU7 outsells Tesla Model 3 in China for the first time Ford denies report that it plans to build EVs in the US with China's Xiaomi Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Tesla Cancels Model S & X. During yesterday's Tesla earnings call, Elon Musk confirmed that Tesla will end new Model S and Model X sales in Q2, shutting down those production lines to convert them for manufacturing up to 1 million Optimus robots. This marks one of the most dramatic pivots in Tesla's history as the company shifts its focus from flagship vehicles to AI, robotics, and Full Self-Driving (FSD).In this episode, we're joined by special guests  @BeardedTeslaGuy  and  @JoshWest247  two longtime Tesla YouTubers with unmatched perspective. Josh famously completed a cross-Canada road trip in a Model S years ago before moving to the U.S., while Bearded Tesla Guy drove a Cybertruck from Florida to the Arctic Circle. Together, they recently completed an FSD road trip across the United States, giving them a front-row seat to Tesla's autonomous future.We break down what this decision really means, why Tesla is prioritizing Optimus, how FSD fits into Elon Musk's long-term vision, and whether this move signals a fundamental shift away from cars—or the next phase of Tesla's dominance.

Kilowatt 676: Tesla's Q4 2023 Earnings Call – FSD, Energy Storage, and Next-Gen Platform In this episode, Bodie breaks down Tesla's Q4 2023 earnings call, offering insights into the company's financial performance and key strategic shifts. Elon Musk and other Tesla executives discussed the progress of Full Self-Driving (FSD), updates on Optimus, and massive growth in Tesla Energy—especially the record deployment of 14.7 GWh in energy storage. Tesla also highlighted the transition to its next-generation platform, promising affordability and volume production by the second half of 2025. Additionally, there were discussions on regulatory credits, Cybertruck ramp-up, AI infrastructure investments, and future vehicle plans. Tune in for a thorough analysis of where Tesla is heading and what it means for investors and fans alike. Support the Showwww.supportkilowatt.com Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Tesla Q4 2023 Earnings Call Livestream Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shoot us a Text.Episode #1256: Tesla IS phasing out its legacy models X  and S to make room for humanoid robots. EV sales just passed petrol cars for the first time in the EU. Finally, Starbucks is brewing a comeback under a new CEO, but margins are still on the drip.Show Notes with links: Tesla is officially sunsetting the Model S sedan and Model X crossover to make room for its future: humanoid robots made in a Fremont, TX factory. CEO Elon Musk says the move reflects Tesla's shift from automaker to physical AI pioneer.Sales of the S, X, and Cybertruck fell 40% in 2025 to just over 50,000 combined units.Tesla will aim to produce 1 million Optimus robots annually in the long term.Musk also confirmed Tesla's robotaxi service will expand to 7 more U.S. cities this year."It's time to bring the Model S and X programs to an end with an honorable discharge," said Musk.In a milestone moment for the EV market, fully electric cars outsold petrol-only vehicles in the EU for the first time in December, highlighting the region's accelerating shift toward electrification.EVs took 22.6% of the EU market in December, just edging out petrol at 22.5%.Hybrids, including plug-ins, remained dominant with a 44% share.EV sales in Europe, Britain, and the EFTA rose for a sixth straight month.Tesla's EU registrations dropped 20.2%, while Chinese brand BYD jumped 229.7%."We're seeing consumer buy-in to this," said E-Mobility Europe's Chris Heron.Starbucks is seeing its first U.S. sales growth in two years thanks to new CEO Brian Niccol's back-to-basics approach, though investors remain wary due to continued margin pressure.U.S. same-store sales rose 4% in Q1; average order value increased 1%.Niccol's “Back to Starbucks” plan focuses on simplified menus and service speed.Margins fell for a second straight year, down 290 basis points in Q1.High bean costs and past tariffs on imports like Brazilian coffee remain a drag.“I'm most excited that our turnaround plan is coming to life in the way we envision, first turn around the top line, and then earnings growth will follow…”, said Niccol.This episode of the Automotive State of the Union is brought to you by Amazon Autos: Meet customers where they shop: reach high-intent buyers shopping for their next car on the #1 online retailer.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

- Tesla Scraps Model S and X - Tesla's Profit Plummets 46% - Tesla to Build Own Chips Amid Geopolitical Risk - EV Battery Degradation Lower Than Expected - VW Launches New SDV Architecture in China - U.S. Tariffs Cost Hyundai and Kia Billions - Toyota #1 Automaker Again - China's Chery Eyes Underused JLR Plants - Xiaomi 1st Chinese Brand in Gran Turismo

The group discussed the aftermath of a catastrophic storm in Washita Parish, affecting over 85,000 people. James Wilkersen shared his experience with Tesla, including the challenges of picking up his Model Y in Mississippi due to state laws. They also discussed the integration of Bitcoin payments at Steak and Shake and the potential of stable coins. The conversation touched on the secession of Alberta from Canada, the potential for Tesla's Cybertruck, and the impact of AI on the workforce, including Amazon's use of robots in their warehouses. They also mentioned the potential for a significant market shock due to the high value of gold relative to the US debt. Glenn Cox discusses the offerings at Second Round Bakery, highlighting their variety of pastries, sandwiches, and beverages, including all-natural Red Bull and boosted teas. He mentions the reopening of the dining room soon and promotes their chocolate chip cookies available via Etsy. Glenn encourages listeners to engage with the podcast, share feedback, and suggest topics via email. James Wilkerson wraps up the segment, mentioning the return to the office after working from home and the plan to review conspiracy theories. The conversation ends with well-wishes for safety.

- Tesla Scraps Model S and X - Tesla's Profit Plummets 46% - Tesla to Build Own Chips Amid Geopolitical Risk - EV Battery Degradation Lower Than Expected - VW Launches New SDV Architecture in China - U.S. Tariffs Cost Hyundai and Kia Billions - Toyota #1 Automaker Again - China's Chery Eyes Underused JLR Plants - Xiaomi 1st Chinese Brand in Gran Turismo

On today's icy cold episode of Quick Charge, the only thing colder than the air outside most Americans' homes is the demand for Tesla Cybertrucks – so we've got some EV-focused tips on making it through the cold while Elon begins shipping CTs overseas. We've got plenty of tips for home solar and backup battery systems today, as well as some links to older posts about vehicle-to-home capable systems and, of course, some cold weather driving tips for EV drivers who may not be used to these chilly conditions. All that, Tesla sales, and some big batteries in North Carolina – enjoy! Source Links Home solar in rural America: how much battery do you need in a winter storm? Home solar in rural America: how much battery do you need to run a well pump? It's time to start recommending some Tesla Powerwall alternatives Here are 8 tips for the best EV winter range and performance Yes, an EV really CAN power your home – if it's one of these Tesla brings Cybertruck to Middle East amid US demand collapse Xiaomi SU7 outsells Tesla Model 3 in China for the first time Duke Energy brings $100M, 50 MW battery project online Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Joel and Steve (sort of but not really) regret yet another extended absence from you, the dedicated listeners of TTBB Nation!  It couldn't be helped, but know that they do love you - and that they can change! They discuss the murders of US Citizens at the hands of ICE, and related issues - specifically what can we all do to make it through this horrific and nightmarish time in our country. Be sure to Like, Follow, Subscribe to and Review Joel and Steve wherever you listen to them! Limited Time Offer - if you email Joel and Steve at ttbbpodcast@gmail.com or DM on Bluesky you will be entered into a quarterly drawing for a now Limited Edition TTBBPodcast sticker! Winners will be notified by response email, please allow 6-8 weeks for delivery. Joel and Steve also now have a Discord server - TTBBPodcast.  There's... not a lot happening on it, but there Could be... #TootYourHooter #TheKidsAreAlright https://www.instagram.com/tryingtobebetterpodcast/ https://bsky.app/profile/ttbbpodcast.bsky.social

The IPS DEPROGRAM session from late January 2026 focuses on the deconstruction of what it describes as manufactured historical events and the identification of predictive programming within mainstream cinema. The broadcast analyzes recurring symbolic patterns—such as the color green and the number 37—to argue that modern news events are scripted "psyops" designed to manipulate public perception,,.Engineered Martyrs and the "37" Pattern: The analysis identifies a recurring pattern where "martyrs" of the left, such as Renee Good and Alex Preddy, are both 37 years old and die under circumstances that mirror fictional scripts,,. This includes a Green Beret who blew up a Cybertruck, also aged 37, suggesting a templated approach to these news stories,.Predictive Programming in Cinema: Movies like Wicked (Part 1 and 2) and The Madness are framed as "reinforcement content" that prepares the population to accept specific narratives,. For example, the Wizard of Oz character is viewed as a proxy for Donald Trump, while the "Wicked Witch" represents marginalized groups or Antifa rising against a "fraudulent" system,,.Symbolism of the Color Green: The broadcast traces the use of the color green—from the Joker's hair and the "Emerald City" (Seattle) to the band Green Day and the "Green Beret"—as a code for the political left and Antifa-led class warfare,,. This symbolism is seen as a tool for calculated provocation against the right.The Media Duopoly and the "World Stage": IPS posits that both mainstream and alternative media exist as a duopoly that operates within the same fictional universe,. True deprogramming involves moving to an "off-world stage" perspective to recognize that the entire "forest" of media is fake, rather than just individual "trees",.Mind War and Manufactured History: Drawing on the concept of "Mind War" (linked to General Paul Vallely), the session argues that history is being "bent" and scripted decades in advance,. This creates a hyperreality where real life and scripted events are merged so perfectly that the public can no longer distinguish between them,."This is not cherry picking. This is more like film criticism than anything. We're looking at the artistry, the craft.""What are they being prepared to believe? Because if they see it on TV, they'll believe it... They're already accepting the narratives.""If you're not pointing out that the whole forest is fake, you're wasting your time. You have to have the wide view.""The predictive programming content can be looked at as product placement advertisement for future historic events, which will be portrayed on the world stage.""We are nonbelievers... we delineate between the two timelines and refuse to believe the fake stuff."IPS.monster: The central hub for latest replays, Discord access, and think tank research,.timosman.substack: Blog featuring in-depth analysis on the symbolic meaning of the color green and other deconstructions,.If you are interested in a deeper look at specific movie breakdowns mentioned, such as The Madness or Mickey 17, would you like me to focus the next part of our conversation on those cinematic parallels?Key Topics and ThemesKey QuotesRelevant Links

On today's highly observant episode of Quick Charge, Waymo founder John Krafcik takes aim at Tesla's Full Self Driving hardware limitations and Volvo Cars rolls out their most important new product of the 2020s: the all-new EX60 electric SUV! The Waymo founder says it's Tesla's antiquated camera tech, not necessarily its FSD software, that's keeping the company from offering truly autonomous robotaxis – and even says they'd fail a DMV eye exam! We've also got a look at the all-new, ultra fast charging Volvo EX60 and Peter Johnson looks into the crystal ball to peer into the future of Hyundai's upscale Genesis brand. Source Links Waymo founder John Krafcik: Tesla's Full Self-Driving has ‘bad case of myopia' Tesla patents ‘clever math trick' for HW3, but nothing points to delivering promised self-driving Tesla quietly cuts 1,700 jobs at Gigafactory Berlin despite denying it Volvo reveals EX60 SUV, its fastest charging EV yet – and an offroad surprise Volvo set to ditch LiDAR for 2026 – and Luminar is BIG mad Genesis outsold Infiniti in the US in 2025, now it's closing in on Lincoln and Acura Genesis emerges as a dark horse in the luxury EV space as even bigger plans unfold Genesis secretly designed this electric pickup and may bring it to life [Images] Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

On today's bitterly cold episode of Quick Charge, Elon says the chip he said was ready six months ago isn't actually ready, Chinese carmakers make a deal with Canada, and a series of new, real-world studies prove that EVs will save your fleet money over diesel, even in the most extreme cold weather use cases. We've also got another new entrant in the solid state battery race promising more than 600 miles per charge and an innovative new way to keep warm in the winter with a clever use of bricks and excess solar power. Source Links Elon Musk says Tesla ‘almost done' with AI5 design, 6 months after saying it was ‘finished' Canada breaks with US, slashes 100% tariffs on Chinese EVs to 6% Another Chinese EV giant begins testing solid-state batteries with 620+ miles range Even in extreme cold, EVs outperform diesel AND save drivers money Germany is using heated bricks to replace gas-fired industrial boilers Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Trevor Wallace is a comedian, writer, and content creator. What does going viral actually feel like? If you're Trevor Wallace, it's just another week. From Celsius kids to Zyn bros, Cybertrucks to Monster Energy and "Kyle's", Trevor turns internet chaos into comedy gold. So what's the method behind his madness, and how does he keep winning the internet Expect to learn why Autism is the new stolen valour, Trevor's thoughts on the new Charlie Sheen documentary, how Trevor gets ideas to create his content, Trevor's thoughts on Celcius, ZYN culture, and Cybertrucks, how it feels to go viral on the internet, why dating is so hard now, why most of your fears are a waster of time and much more... Sponsors: See discounts for all the products I use and recommend: ⁠https://chriswillx.com/deals⁠ Get a free bottle of D3K2, an AG1 Welcome Kit, and more when you first subscribe at https://ag1.info/modernwisdom Get 35% off your first subscription on the best supplements from Momentous at https://livemomentous.com/modernwisdom New pricing since recording: Function is now just $365, plus get $25 off at https://functionhealth.com/modernwisdom Get a Free Sample Pack of LMNT's most popular flavours with your first purchase at https://drinklmnt.com/modernwisdom Extra Stuff: Get my free reading list of 100 books to read before you die: ⁠https://chriswillx.com/books⁠ Try my productivity energy drink Neutonic: ⁠https://neutonic.com/modernwisdom⁠ Episodes You Might Enjoy: #577 - David Goggins - This Is How To Master Your Life: ⁠https://tinyurl.com/43hv6y59⁠ #712 - Dr Jordan Peterson - How To Destroy Your Negative Beliefs: ⁠https://tinyurl.com/2rtz7avf⁠ #700 - Dr Andrew Huberman - The Secret Tools To Hack Your Brain: ⁠https://tinyurl.com/3ccn5vkp⁠ - Get In Touch: Instagram: ⁠https://www.instagram.com/chriswillx⁠ Twitter: ⁠https://www.twitter.com/chriswillx⁠ YouTube: ⁠https://www.youtube.com/modernwisdompodcast⁠ Email: ⁠https://chriswillx.com/contact⁠ - Learn more about your ad choices. Visit megaphone.fm/adchoices

The stainless-steel wedge on wheels has become a symbol of Elon Musk's bravado. The man with the midas touch unveiled his Next Big Thing, and a million fans duly got in line with deposits. At the time, Tesla and it's showman CEO could do no wrong. They were on a roll. In his own words, if nobody buys the Cybertruck, Tesla will redesign it to be more conventional. But could a redesign keep the looks whilst making it meet the road regs outside of the USA?Fast forward to now. North American sales have now dried up and regulatory barriers block global expansion, the Cybertruck faces an existential question: can it survive beyond its niche, or is this the beginning of the end for Tesla's most polarising product?Welcome back to a bonus edition of the podcast. My name is Martyn Lee and when I have something which requires a deeper look, you'll sometimes find these bonus shows showing up in your feed. Speaking of which, Patreon supporters get the bonus shows 7 days exclusively before they drop into the free feed.

The year started with America's tech overlords kissing the ring at Trump's inauguration, and it's ending with the public fed up with the ostentatiously rich—and more distrustful of Silicon Valley than ever, particularly on AI. Plus, Kara's key role in the revelations about the relationship between RFK, Jr. and Olivia Nuzzi, Trump is giving away the store to China and setting back university research and innovation by a generation, the AI advances in healthcare are mind-blowing, media companies are going to accelerate their consolidation, much of the tech oligarchy has daddy issues, JD is like a Cybertruck, "Pluribus" is great, and "KPop Demon Hunters" is golden. Kara Swisher joins Tim Miller for the holiday weekend pod. show notes Kara's podcasts: "Pivot," with Scott Galloway" and "On with Kara Swisher" Tim's playlist Tim's Ultimate Christmas Mix "Pluribus" "KPop Demon Hunters"