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EV News Daily - Electric Car Podcast
BRIEFLY: EU, Ford/Geely, Mercedes-Benz & more | 25 Jul 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jul 28, 2026 4:16


It's EV News Briefly for Saturday 25 July 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyEU EV TARGETS COULD SAVE €12 BILLIONMeeting the EU's 2030 EV targets covering 35 million battery EVs, 3 million electric vans and 200,000 electric trucks could cut oil imports by about 190 million barrels a year, worth roughly €12 billion, according to E-Mobility Europe and Ember. In 2025 alone, battery EVs already displaced 57 million barrels of oil and kept about €4 billion in European wealth inside the bloc, with the report urging faster electrification alongside a stronger industrial base and energy resilience.FORD AND GEELY PLAN VALENCIA JOINT VENTUREFord and Geely Auto are forming a Europe-focused joint venture at Ford's Valencia plant in Spain, with Ford owning 66% and Geely 34%, aiming to start operations in early 2027 and begin production in 2028. The venture will build a new compact Bronco, a jointly developed multi-energy crossover, and two Geely-branded electric SUVs, while Kuga production continues uninterrupted during the transition.SENATE BILL COULD BAR MERCEDES FROM USThe Senate Commerce Committee advanced bipartisan legislation barring automakers with more than 15% Chinese ownership from selling cars in the US, a threshold Mercedes-Benz would exceed due to nearly 20% Chinese investor ownership. Committee chair Ted Cruz said the bill would effectively ban Mercedes, though the company would have until 2030 to comply or seek a waiver, with the measure still needing full Senate and House approval plus a presidential signature.RIVIAN CUTS BATTERY COST WITH STRUCTURAL PACKRivian slashed R2 battery-pack cost by switching to large-format 4695 cells, cutting cell count from 7,776 to 776, and making the pack structural to the vehicle floor, saving about 7mm of space used for extra protection and venting. The company made the pack non-serviceable at the cell level to simplify validation, instead consolidating serviceable electronics into a rear-seat "powerhouse" that cut high-voltage cabling by roughly 70% versus R1.TESLA SHEDS $214.5 BILLION AFTER EARNINGSTesla shares fell 14.5% to $319.69 after disappointing Q2 earnings, wiping $214.5 billion off its market value in the largest one-day loss in company history. The drop followed missed expectations, a more cautious timeline for Cybercab, Semi and Megapack 3, and Tesla's first negative free cash flow in two years amid $5.8 billion in quarterly capital spending.TESLA PUSHES BACK 2026 PRODUCTION GOALSTesla no longer expects volume production of the Cybercab, Semi, Megapack 3 or Optimus in 2026, blaming the need to scale 4680 battery output, even as quarterly revenue rose 26% to $28.2 billion on stronger deliveries. Despite the sales rebound, net income fell 5% to $1.1 billion, free cash flow turned negative $1 billion, and 2026 capital expenditure is now expected to reach $25 billion.DENZA Z9 GT OPENS UK ORDERSBYD's luxury brand Denza has opened UK orders for the Z9 GT shooting brake, starting at £105,000 for the EV and £95,000 for the plug-in hybrid, more than triple its Chinese starting price. The EV offers up to 599 km WLTP range, a 122.49 kWh Blade Battery 2.0 pack, tri-motor output of about 1,140 hp, and Flash Charging claiming 10-70% in roughly 5 minutes, as BYD tests premium pricing with a Daniel Craig/James Bond campaign.CARMAKERS PRESS UK TO REOPEN 2035 BANBMW, Ford, Nissan, Toyota and Bosch privately urged UK ministers in April to keep combustion, hybrid and range-extender vehicles on sale beyond 2035, citing the EU's softened 90% target and customer demand concerns. The Department for Transport insisted the 2035 phase-out is not being renegotiated, while critics including Polestar's UK boss and thinktank ECIU warned that delay risks jobs and climate goals despite the manufacturers employing about 30,000 people in the UK.BMW IX1 AND IX2 WIN FULL UK GRANTBMW secured the full £3,750 Electric Car Grant for the iX1 and iX2 in the UK, tied to its Science Based Targets commitment and the Regensburg plant's renewable energy use, making the iX1 eDrive20 Sport start at £33,315, cheaper than its petrol X1 equivalent. BMW also added a new, more affordable iX2 eDrive20 Sport variant at the same £33,315 starting price, alongside other grant-eligible trims.NHTSA OPENS RULE ON CAR DOOR ESCAPENHTSA has opened formal rulemaking on requiring reliable manual door-escape systems in new US cars, responding to a petition citing incidents where flush, electronic door handles—used notably by Tesla—trapped occupants after crashes or power loss. Bloomberg reported at least 15 deaths linked to such failures, and any final rule could force manufacturers to add mechanical backups and revise crash-test protocols, though the process is expected to take months to years.

EV News Daily - Electric Car Podcast
BRIEFLY: VW, Germany, Ford & more | 24 Jul 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jul 28, 2026 4:16


It's EV News Briefly for Friday 24 July 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyVOLKSWAGEN OPENS UK ORDERS FOR TRANSPORTER EHYBRIDVolkswagen has opened UK orders for its first Transporter plug-in hybrid, badged eHybrid, offered in panel van, Kombi and Shuttle bodystyles with a 2.5-litre petrol engine, electric motor and 11.8kWh battery delivering 232PS and up to 35 miles of electric range. Prices start at £38,155 excluding VAT, and the van shares its Ford Transit Custom-derived plug-in hybrid platform while retaining a 1,132kg payload and 2,300kg towing capacity.GERMAN BEVS GOT CHEAPER, NOT PRICIERA study by ICCT and Fraunhofer ISI found that comparable battery EVs in Germany fell about 18% in real terms between 2020 and 2025, even though average list prices rose from roughly €37,000 to €53,000 due to larger, better-equipped models. Battery costs dropped 21-24% nominally over the period, but manufacturers mostly reinvested those savings into extra range and R&D rather than passing them fully to buyers.FORD APPROVES F-150 HOME BACKUP SWITCHFord has approved Global Power Products' GenerLink transfer switch for F-150 Lightning and PowerBoost Hybrid owners, letting Pro Power Onboard feed a home's main electrical panel directly without extension cords. The hardware costs $1,100 plus installation fees of $250-$1,500, positioning it as a cheaper alternative to Ford's automatic wall-charger-based backup system.NISSAN LEAF NISMO LAUNCHES IN JAPANNissan has launched the Leaf Nismo in Japan starting July 22, with North America and Europe to follow later; it keeps the standard 160kW/214hp motor and battery but adds recalibrated software for about 20% stronger initial acceleration, plus suspension, tyre and aerodynamic upgrades. Pricing starts at ¥6.60 million (~$40,600), rising to ¥7.23 million (~$44,510) for the weight-saving Recaro edition.SILA RAISES $300 MILLION FOR US ANODESSila has raised $300 million to expand production of its Titan Silicon silicon-carbon anodes, which it claims can boost EV range by up to 20% and energy density by 20-40% with faster charging. Its Moses Lake, Washington factory is scaling toward 250 GWh of annual capacity within five years, with customers including Mercedes-Benz and Panasonic Energy already signed up.MILENCE OPENS ZERO-EMISSION BUILT HENGLO TRUCK HUBMilence has opened its fourth Dutch heavy-duty charging hub, at Deurningen-Hengelo on the A1, notable as the company's first built entirely using zero-emission construction machinery. The site offers five 400kW CCS bays plus rest facilities, and Milence, backed by Daimler Truck, Traton and Volvo, plans to replicate the all-electric construction approach at future hubs.SPECTRE CLIMBS AS ROLLS-ROYCE KEEPS V12The Rolls-Royce Spectre became the brand's second best-selling model worldwide in 2025, drawing a younger buyer base and showing little resistance from existing V12 customers, according to sales director Julian Jenkins. Despite this EV momentum and an upcoming Spectre Series II with 500kW output and 628km range, Rolls-Royce has dropped its 2030 V12 phase-out plan, citing regulatory changes, and will keep selling both powertrains.GRIDSERVE OPENS FIFTH ELECTRIC FORECOURT AT M1GRIDSERVE has opened its fifth Electric Forecourt at Markham Vale on the M1, featuring 39 ultra-rapid 400kW ABB charging bays, solar panels and rainwater harvesting, bringing its national network past 200 sites. The launch follows a record first half of 2026 in which battery electric vehicles reached about 24.9% of UK new car registrations.HOME CHARGING LEAVES RAPID NETWORK UNDER STRAINA YouGov survey of 2,086 EV drivers found 74.6% use public chargers only once every few months or less, reflecting that 91% of EV owners can charge at home where off-peak tariffs can fall to 7p/kWh versus 87p/kWh for public rapid charging. This heavy reliance on home charging is squeezing public chargepoint operators financially, even as rapid chargers remain essential for longer journeys.AUSTRALIA POST GETS $40.5M FOR HEAVIER EVSAustralia Post will receive a $40.5 million federal investment in 2026-27 to add electric vans, trucks, prime movers and depot charging infrastructure, building on its existing fleet of over 5,000 electric vehicles. The move aims to cut diesel use by about 1 million litres a year while supporting a delivery network handling 2.2 billion parcels annually.AVILOO EXPANDS USED EV BATTERY WARRANTY NORTHAviloo has extended its used EV Battery Warranty to Norway and Denmark, adding to ten existing European markets, using its three-minute Flash Test to set an individual State of Health threshold for each vehicle. If a covered battery falls below that threshold within a year, buyers receive compensation of up to 34,000 kr in Norway or 23,000 kr in Denmark, plus a refund of the test cost.

EV News Daily - Electric Car Podcast
BRIEFLY: EU Sales, GM, Range Rover & more | 23 Jul 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jul 26, 2026 4:16


EUROPEAN EV SALES JUMP 52% IN JUNE  European EV sales rose 52% in June, with volume models up 59% and premium models up 31%, pushing year-to-date growth to 35% overall. Tesla led the market with the Model Y and Model 3, while models like the Renault 5, Skoda Enyaq, and Leapmotor T03 showed strong gains, and BMW topped the slower-growing premium segment.GM EV RESET COSTS $10.9 BILLION  GM's shift away from aggressive EV expansion has now cost $10.9 billion, including a new $2.3 billion charge tied to reducing battery capacity and retooling factories for more petrol vehicles. The reversal follows weaker EV demand and missed targets against Tesla, mirroring similar multi-billion-dollar pullbacks by Ford, Stellantis, and Volkswagen.RANGE ROVER SHOWS ELECTRIC GT PROTOTYPE  JLR has unveiled a low-slung electric GT-style crossover as a fifth Range Rover model, blending SUV and saloon design on its EMA platform. A production version is expected next year with likely dual-motor AWD, though performance and range figures remain undisclosed.HOLLYWOOD TESLA DINER TOPS GLOBAL SUPERCHARGER NETWORK  Tesla's Hollywood diner and Supercharger site became the busiest in its global network within a year, delivering 21.2 GWh and averaging about 1,600 daily charging sessions. The location significantly outperforms other sites in weekly energy delivered, highlighting demand for high-traffic charging hubs.SWEDEN EV SHARE HITS 67% IN Q2  Plug-in vehicles reached a 67% market share in Sweden in Q2 2026, driven mainly by BEVs rising to 42% while PHEVs declined slightly. Overall car sales grew 22%, supported by new rural-focused incentives, with the Volvo EX40 remaining the top-selling BEV.VOLKSWAGEN ID. POLO STARTS AT £23,945  Volkswagen's new all-electric ID. Polo will start at £23,945, marking a key model in its “True VW” strategy with improved design, usability, and physical controls. Offering up to 280 miles of range and modern tech across trims, it aims to balance affordability, practicality, and everyday performance.VOLKSWAGEN BACKS SAFETY-LED E-BIKE RANGE  Volkswagen has backed a premium e-bike line featuring 250W motors and a 25 km/h limit, focused on safety and urban usability rather than speed. Key features include a radar-assisted rear-view system, integrated lighting, and optional smart helmet and HUD glasses to bring car-style safety tech into micromobility.HYUNDAI UNITES V2X UNDER ALL DAY ENERGY  Hyundai has launched All Day Energy, a unified V2X platform that combines its regional systems into a single global service accessible via vehicle apps. The system enables EVs to supply power to homes, buildings, other vehicles, and the grid, with the UK set as the first rollout market.BURNHAM CUTS POWER VAT, WIDENS EV CHARGING GAP  The UK will remove VAT on domestic electricity from October, cutting bills and benefiting EV owners who charge at home while leaving public charging taxed at 20%. This widens the cost gap for the 32% of households without driveways, intensifying calls for equalised charging taxes.ABARTH 500E GETS UK GRANT  The Abarth 500e now qualifies for a £3,750 UK government grant, reducing its price to £24,245 and making the electric hot hatch more accessible. The incentive aims to broaden its appeal beyond early adopters since its 2023 launch.ILLINOIS EV REBATES RETURN ON AUGUST 1  Illinois will relaunch its EV rebate program on August 1 with $14 million in funding, offering up to $4,000 for low-income buyers and $2,000 standard rebates. The program runs until funds are exhausted, with strict eligibility rules including price caps, dealer requirements, and no leases.USED EVS KEEP MORE BATTERY THAN FEARED  A Swedish study of nearly 10,000 tests found many EVs retain 95–97% battery capacity after over 100,000 km, challenging common concerns about degradation. Models like the Kia e-Niro and Hyundai Kona performed best, while battery chemistry and supplier differences also significantly affected long-term health.

Electrek
TSLA earnings debacle, FSD ticket, Toyota finally waking up? FSGP, more

Electrek

Play Episode Listen Later Jul 24, 2026 78:22


In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla's earnings debacle, FSD getting me a speeding ticket, Toyota potentially waking up to the future being electric, and more.

Moody's Talks - Inside Economics
The Curious Case of the Vehicle Market

Moody's Talks - Inside Economics

Play Episode Listen Later Jul 24, 2026 74:01


Nowhere is the economy's resilience more evident than in the vehicle market. To break this down, the Inside Economics team is joined by colleague Mike Brisson, and the brain trust at Cox Automotive, including Jeremy Robb, Chief Economist, and repeat guest Jonathan Smoke, Chief Strategy Officer. The group weighs how the recent escalation of the Iran War is impacting gas prices and consumer decisions around new and used car buying, including EVs and hybrids. They also discuss how tariffs have (or haven't) affected vehicle prices over the past year and consider auto lending as interest rates rise. Following the stats game, the experts give their forecasts for vehicle sales. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

EV News Daily - Electric Car Podcast
BRIEFLY: VW, MG, Tesla & more | 22 Jul 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jul 23, 2026 4:16


It's EV News Briefly for Wednesday 22 July 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyVW CONFIRMS ELECTRIC NEXT-GEN AMAROKVolkswagen Commercial Vehicles brand chief Stefan Mecha has confirmed that the third-generation Amarok will be offered as a fully electric model, part of a flexible drivetrain strategy spanning PHEVs and EVs that he says is essential to keeping the ute competitive, while the current Amarok's powertrain line-up stays unchanged. The timing points to 2029-2030, matching the expiry of VW's production deal with Ford, and talks with Ford about the next generation's underpinnings are still ongoing.MG GO! PREVIEWS SMALL EV FOR 2027MG has unveiled the GO! concept at the Goodwood Festival of Speed, a roughly four-metre B-segment electric hatchback designed at SAIC's U.K. studio that borrows MGB GT grille lines and vertical taillamp elements, with production due in 2027 and possibly badged MG 2. MG admits the show car is a "dressed up" version that will lose its bulging fenders, oversized wheels, tow hooks and diffuser, and while technical details are unconfirmed, industry coverage points to MG's front-drive E3/Urban architecture with modest LFP batteries to rival the Renault 5 E-Tech and Mini Cooper Electric.TESLA OPENS FIRST PUBLIC SEMI MEGACHARGERTesla has opened its first public Megacharger station for Semi fleets in Bloomington, California, about an hour east of Los Angeles, with six stalls each capable of up to 1.2 MW and access for all Tesla Semi commercial fleet customers. The launch was confirmed by Tesla Charging on X and marked with a ribbon-cutting attended by trucking, fleet and charging figures, with the San Bernardino County site chosen for its position on the freight corridor linking the Ports of Los Angeles and Long Beach to Southern California's warehouse network.USED EVS OUTPACE PETROL CARS IN BRITAINSteep fuel prices have driven a surge in British used-EV demand, with Autotrader's July fastest-selling ranking filled entirely by electrified models for the first time — eight of them fully electric, double last year's tally — led by the MG ZS at 13 days against a 24-day average for used EVs and 30 days across all fuel types. Average used-EV prices rose 1.6% year-on-year to £24,662 ($33,225), the first increase since December 2022, and Autotrader's Marc Palmer says that unlike past Middle East-driven spikes tied to events such as the US-Israeli war on Iran and the Strait of Hormuz closure, this demand has been sustained while the ten slowest sellers were all petrol or diesel.LOW-INCOME HOUSEHOLDS LEAD GERMAN EV SUBSIDY APPROVALSHandelsblatt reports that 48% of approvals under Germany's new EV subsidy scheme have gone to households with taxable income up to €45,000 ($51,300), according to data from a parliamentary inquiry by Left Party lawmaker Jorrit Bosch, with lower-income buyers eligible for up to €6,000 ($6,840) on new BEVs, range-extenders and select plug-in hybrids depending on vehicle type, income and family size. The programme launched in January to replace the flat-rate scheme scrapped abruptly in late 2023, and environment ministry figures show foreign manufacturers took most of the support, with only two of the 14 most-subsidised brands being German as Germany's EV fleet passed 2.2 million by early April 2026.SUBARU CUTS 2027 SOLTERRA PRICE IN CANADASubaru Canada has cut the 2027 Solterra's starting MSRP to $47,995, $4,500 below the 2026 model and just under the country's $50,000 EVAP threshold, which restores its eligibility for the federal rebate worth up to $5,000. Subaru quotes an effective starting figure of $46,727 with delivery, dealer fees and the rebate included, against $55,285 for the current 2026 car, with the updated model due at Canadian dealerships later this year.CANADA CLEARS 6,531 CHINA-MADE EV IMPORTSCanada had imported 6,531 China-made EVs by July 14, leaving roughly 75% of the 24,500-vehicle first-half quota unused, with arrivals starting in May and building through June and July but falling well short of the allowance. Ottawa will keep the current quota open through August before adding a further 24,500 vehicles plus any unused first-half volume for September through February 2027; Global Affairs Canada does not break the figures down by brand, but Shanghai-built Tesla Model 3s are presumed to dominate, Lotus has accounted for nearly two dozen and Polestar is expected to resume Polestar 2 imports in August.DONGFENG MOVES INTO CANADIAN EV MARKETDongfeng plans to enter Canada's EV market under the low-tariff quota created by Mark Carney's deal with China earlier this year, showing the Vigo and Nammi Box 01 to buyers at an Old Port event in Montreal this week while it completes regulatory certification. North World Industry will handle distribution, and the company is starting with consumer awareness before sales, aiming to launch its first two models next year.KIA PITCHES SMALL EV VAN FOR CANADIAN FLEETSKia Canada has pitched the PV5 as a compact electric cargo van for small businesses and urban fleets, offering about 160 cubic feet of cargo volume and targeting tradespeople, last-mile delivery firms and telecom operators that do not need a full-size vehicle. The real test may be size rather than range or price, given GM pulled its Ontario-built BrightDrop vans — offering 400 or 600 cubic feet — from the market last fall after weak sales, while Kia calls the smaller PV5 an answer to an "unmet need".GEELY SETS E2 PRICE BELOW €20,000 IN ITALYGeely will launch the E2 small electric hatchback in Italy in October at a promotional €19,900, undercutting the Citroen e-C3 at €20,490 and sitting just above the BYD Dolphin Surf at €19,790; the same car is sold as the EX2 in the U.K. and the Xingyuan in China, where it was last year's best-selling model with 160,800 wholesale deliveries in the first five months of this year. In Europe's small-EV class the Renault 5 E-Tech leads with 36,575 sales, up 35%, ahead of the e-C3 on 17,859 (down 11%), the Dolphin Surf on 15,072 and the Peugeot e-208 on 10,546, up 23%.HOYMILES LAUNCHES UL 3700 BALCONY SOLAR INVERTERHoymiles has launched the HiFlow Pro, which it says is the first US microinverter certified under UL 3700, the new safety standard for plug-in balcony solar, a model already popular in Europe — especially Germany — that lets homeowners and renters run portable panels through a standard outlet instead of a rooftop install. Eight states had signed plug-in solar bills into law as of July 2026 — Utah, Maine, Virginia, Maryland, Colorado, Connecticut, Vermont and New Hampshire — with New York's awaiting the governor's signature as of July 16 and nearly 30 states having introduced legislation, while safeguards must prevent the reversed power flow from feeding the grid during outages; a single 360W unit produces up to 721.08 kWh a year and up to four can run in parallel across separate outlets.RUSSIAN FUEL SHORTAGES PUSH DRIVERS TO EVSUkrainian strikes on energy targets have tightened Russian fuel supplies, bringing hours-long queues and rising gasoline and diesel prices that are pushing some motorists towards electric cars, including engineer Oksana Yasinskaya, 36, who told Automotive News the queues settled her decision to buy an EV and that she values not wasting hours on what she called a humiliating wait, with some drivers queuing late at night. Autostat says EV and plug-in hybrid sales accelerated in June as shortages worsened and expects the tiny market to grow if the crisis drags on, though it still leans on used cars rather than fresh showroom demand.

KQED’s Forum
How the U.S. Auto Industry Is Losing the EV Race

KQED’s Forum

Play Episode Listen Later Jul 21, 2026 54:47


There was a time when U.S. automakers dominated the global car industry  with their products and innovations. But when it comes to electric vehicles, which accounted for a quarter of global auto sales in 2025, the U.S. is barely a player.  China now builds roughly three-quarters of the world's EVs; the United States about five percent.  We'll talk about how the widening technology gap and lukewarm federal support for clean vehicles threatens the entire U.S. auto industry with obsolescence, and what California is doing about it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Redefining Energy
238. Revealed: CIP's Playbook (Live from DLA Piper) - Jul26

Redefining Energy

Play Episode Listen Later Jul 20, 2026 35:35 Transcription Available


In June 2026, Gerard and Laurent recorded a live episode at DLA Piper's Charging Up Capital 2026 Global Energy and Digital Investments Forum with Rowan Parkhouse, Managing Director at Copenhagen Infrastructure Partners (CIP).  CIP has emerged as one of the world's leading specialist energy transition investors, ranking among the top infrastructure fund managers globally by both assets under management and fundraising. So, what is CIP's Playbook?  We explore how infrastructure investing has evolved over the past five years—what has become easier, what has become harder, and where the biggest opportunities now lie. The conversation covers data centres, batteries, grids, transmission, renewables, EVs, independent power producers, and CIP's relationship with Ørsted.  We also discuss some of the most important questions shaping energy infrastructure today: the impact of AI-driven power demand, whether grid constraints have become a bigger bottleneck than generation, the changing political priorities around energy security and competitiveness, the rationale behind CIP's acquisition of Ørsted's European onshore business, and the future of energy storage.  A fascinating deep dive into how one of the world's most successful energy transition investors is helping build the infrastructure of the future.  We would like to thank Natasha Luther-Jones and Nicolas Stofenmacher for a flawless organisation and the impressive array of talents around the table.

Boardroom Governance with Evan Epstein
Karen Francis and Penny Herscher: The Chairs' View of a Changing World

Boardroom Governance with Evan Epstein

Play Episode Listen Later Jul 20, 2026 58:31


(0:00) About the Boardroom Governance Summit (Aug 26-27, 2026)  (1:17) Intro (2:45) About the podcast sponsor: The American College of Governance Counsel. (3:31) Start of interview.  (4:39) AI and Governance Today (5:34) Data Center Politics (reference to moratorium by New York State) (6:48) About the 3rd Rome Conference on AI, Ethics and Governance (9:06) AI Hype and Job Fears (14:45) Birth and focus of The Chairs Circle and Limerick Lane Cellars. (22:53) CEO Succession Lessons (30:58) Founders versus Boards (37:04) EVs and China's Rise (44:58) Semiconductors, Chips and Geopolitics (49:03) Boards in a Fractured World "[W]e now need to have engaged board members, board members who are curious, who read, who stay up to speed on things, who keep asking more questions. You cannot have directors who are just calling it in anymore." (53:31) Government as Shareholder Karen Francis DeGolia is a board member at Vontier, CelLink, and NAUTO. Penny Herscher is a board member at Lumentum, Penguin Solutions, Forvia SA, and Modern Health. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

TD Ameritrade Network
Ca$htag$: GM Faces Mounting Pressure as Consumer Demand Slows

TD Ameritrade Network

Play Episode Listen Later Jul 20, 2026 10:26


LikeFolio's Landon Swan outlines a bearish outlook on General Motors (GM) ahead of earnings, citing weakening consumer demand, particularly for EVs and China-made vehicles. While GM's low valuation and buyback program may appeal to investors, Swan argues the company's moves into defense and AI could be distracting from its core automotive business at a critical time.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Maine Calling
Automotive News

Maine Calling

Play Episode Listen Later Jul 20, 2026 50:25


What to know about car buying and selling while gas prices are in flux—and answers to your questions about cars, trucks, SUVs and EVs

VOV - Kinh tế Tài chính
Trước giờ mở cửa - Đã có 9 công ty chứng khoán công bố lợi nhuận trước thuế quý II

VOV - Kinh tế Tài chính

Play Episode Listen Later Jul 20, 2026 5:18


VOV1 - Mùa công bố báo cáo tài chính quý 2/2026 của nhóm công ty chứng khoán đang diễn ra sôi động với thêm nhiều doanh nghiệp công bố kết quả kinh doanh. Tính đến cuối tuần trước, đã có 9 công ty chứng khoán công bố lợi nhuận trước thuế quý 2 và lũy kế 6 tháng đầu năm.Trong nhóm vừa công bố, Chứng khoán EVS là một trong những trường hợp ghi nhận sự cải thiện mạnh nhất về kết quả kinh doanh. Theo báo cáo tài chính, lợi nhuận trước thuế quý 2 đạt 243 tỷ đồng, trong khi cùng kỳ năm trước lỗ 9 tỷ đồng. Động lực tăng trưởng gần như đến toàn bộ từ lãi các tài sản tài chính ghi nhận thông qua lãi/lỗ, đạt 278 tỷ đồng, gấp hơn 13 lần cùng kỳ.Nhiều CTCK báo lãi quý II/2026 giảm mạnh so với cùng kỳ hoặc ghi nhận thua lỗ.

早安英文-最调皮的英语电台
外刊精讲 | 中国新能源车杀疯了!一年冒出23个新品牌,做扫地机器人的都开始造车了!

早安英文-最调皮的英语电台

Play Episode Listen Later Jul 19, 2026 17:18


【欢迎订阅】 每天早上5:30,准时更新。 【阅读原文】 标题:Strange new EV-makers keep appearing in ChinaIf you can make a robo-vacuum, you can make a car正文:Next year Dreame, a Chinese business better known for its robovacuums, plans to start selling sleek electric vehicles (EVs). It is not the only firm branching out from small household appliances to machines that can carry an entire household. Rox Motor, which started selling electric SUVs in 2023, was also founded by a vacuum tycoon. Xiaomi,which made its name producing cheap smartphones (and also makes vacuums, among other things), began selling sports cars a year later.知识点:better known for /ˈbetə nəʊn fɔː(r)/(英) /ˈbetər noʊn fɔːr/(美) 形容词短语本义为 “因…… 更为人所知”,商业产业语境核心义为 以…… 为公众熟知的主业、靠…… 成名,用于引出企业的传统核心业务或成名赛道,常用来对比其新拓展的跨界业务(本文用于描述追觅的公众认知标签,点明其原本以扫地机器人业务被大众熟悉,而非造车)核心搭配:be better known for its products、better known for consumer electronics、better known for home appliances・Dreame is a Chinese brand better known for its smart cleaning appliances.追觅是一个以智能清洁家电更为人熟知的中国品牌。・The company, better known for smartphones, has now stepped into the EV industry.这家靠手机打响名气的公司,如今已正式进军电动车行业。【节目介绍】 《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达,有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等) 【你将获得】 1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。

Super-Spiked Podcast
SoH Crisis Takeaways: Obliterating Peak Oil Demand, SoH Edition (EP221)

Super-Spiked Podcast

Play Episode Listen Later Jul 18, 2026 18:22


We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the play button above.We continue our SoH (Strait of Hormuz) Crisis Takeaways series with a check-in on our Obliterating Peak Oil Demand theme that rejects the idea that anyone can know today what decade let alone year oil demand will ultimately peak and subsequently plateau or decline. We have yet to see a scenario from major agencies, banks, or consultants that solves for everyone on Earth some day becoming energy rich, which, in our view, is the ultimate direction of travel. The massive unmet energy needs of the other 7 billion people on Earth points to growth in all current major energy sources and technologies. Energy's natural hierarchy of needs points to a high motivation by especially billion-person-scale developing countries to crack the code on new energy technologies. How is there still any doubt that we will of course need rising amounts of both traditional and new energy sources and technologies for many, many decades to come?There is some thought among energy observers that the SoH Crisis will accelerate the timing of “peak oil demand.” It is a view we reject. Even under our base-case of a messy stalemate between the U.S. and Iran and volatile oil flows out of the Strait, we are highly skeptical we could see the kind of sustained, large-scale substitution out of refined oil products into alternatives that would result in even a plateauing of global oil demand at global GDP rates of 2.7% or higher. In fact, growth in EVs (electric vehicles) and LNG (liquefied natural gas) trucks is likely helping economic resiliency in countries like China and others in southeast Asia during a time of SoH-driven stress and therefore keeping global GDP at better levels than might otherwise be the case. The ultimate driver of all forms of energy, including crude oil, is GDP growth. The biggest risk from the SoH Crisis was (or maybe still is) a deep global recession that would hit demand for oil and other energy sources in the short run.The combination of the April 7 ceasefire and June 17 MOU—as imperfect as both agreements have been—significantly reduced worst-case “$200 oil / global recession” risks. There is also plenty of evidence that neither side is looking for the kind of prolonged full-scale ground war that could drive a more substantial and ongoing disruption of oil supplies out of the region. As such, we are skeptical the duration of the crisis has been anywhere near long enough to accelerate more meaningful behavioral change, even when measured over a longer time frame than just the next few years.As always, we keep an open mind and welcome pushback or different points of view. With that said, our confidence in this core view has only grown since we first unveiled our “Obliterating Peak Oil Demand” series three years ago (here). We use the popular Q&A format to address the main questions we receive on the failing peak oil demand thesis.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.Question 1 (Q1): You had pushed back on the so-called “peak oil demand” view that was most prevalent during peak “energy transition-climate crisis” years of 2021-2023. Does the SoH Crisis mean “peak oil demand” is back on the table?Answer (A): No.We continue to push back hard on the idea that anyone today can model with any certainty when oil demand will peak, plateau, or possibly decline when the unmet energy needs of the other 7 billion people on Earth are as massive as they are. That has been and remains a core ethos of ours. There are no major external forecasters that we are aware of that have modeled full global prosperity—i.e., everyone on Earth enjoying the basic human right of being energy rich.Q2: Isn't there growing evidence that peak oil demand is at least on the horizon even if you don't think it is imminent?A: No, there isn't. In fact just the opposite. There is more evidence that it is nowhere in sight.At a big picture level, we disaggregate growth in oil demand into two component pieces: (1) global GDP growth; and (2) an “efficiency gain” metric that is the change in the number of barrels it takes to generate a $ of GDP (Exhibit 1). Incorporated into our efficiency gain metric are all the things that would improve the multiplier of GDP to oil demand, including substitute products like EVs and LNG trucks as well as fuel economy gains. It's all captured in that one metric.Our key conclusion is that every year we use slightly fewer barrels to generate a $ of GDP, but that the rate of improvement is well short of what is needed to even flatten global oil demand. The common mistake of every “peak oil demand” forecast we have seen, in particular those from the IEA and leading major oil companies, is a massive over-estimation of future efficiency gains. Typically, too quick of a ramp in EVs and other substitute products is compounded by an assumption that despite fuel economy targets having been missed by 75%-95% historically, they will be achieved at something approaching a 100% success ratio going forward. It has honestly been ridiculous how willing otherwise smart analysts have been to over model and at times double count those two impacts in particular.Exhibit 1: Oil demand derivationSource: Goldman Sachs Research, IEA, OPEC, Veriten.Q3: What is the risk to oil demand?A: It would be extended recession-like global GDP.Global GDP hasn't exactly been booming over the past several years, but at 2.7%-2.8% it has been good enough to drive around a 1 million b/d per year oil demand growth reality. Our number one concern when it comes to oil demand is always the health of the global economy. It is why we did not celebrate (from the perspective of traditional energy companies) the upside risk of $150-$200/bbl as you saw from the perma bulls. The reason being that the kind of oil price needed to motivate a global recession is hardly a bullish outcome for traditional energy companies.Q4: Aren't rising EV sales a risk to future oil demand?A: We disagree with the ICE (internal combustion engine) versus EV zero sum mindset that almost everyone has (there is common ground among the climate-is-the-top-priority crowd and oil sector enthusiasts on perceiving ICE vs EV as a zero sum game).There is no chance that especially the billion-person scale economies like China and India are going to want to subject themselves to the magnitude of oil imports that would come from achieving rich-world economic status but only with traditional energy products. We already know this from observing China and fully expect India to diversify its energy sources and technologies in order to ultimately limit oil imports relative to a scenario where alternatives did not exist. We have long championed the benefits of energy source and technology diversification as good for all forms of energy. As noted above, we believe global recession is the biggest risk to oil demand.In the case of the SoH Crisis, we believe new technologies like EVs, LNG trucks, and the ability to work-from-home via Zoom and related products has added critical flexibility to offsetting a major supply loss as has occurred with the SoH closure. To be sure, that flexibility alone did not remove the worst-case scenario of oil needing to spike to $150-$200/bbl in order to force global recession, but it certainly was part of a series of mitigations along with the material SPR and commercial inventory reductions and pipeline redirections.Let us repeat this to ensure the point is made: growth in new technologies like EVs, LNG trucks, and Zoom has been positive for oil demand in that it has been a contributing factor to ensuring ongoing global economic growth.Q5: Won't the SoH Crisis drive an even faster shift to non-ICE vehicles?A: Yes, we are bullish on global EV sales, especially in large parts of Asia.New vehicle sales are as good of an indication of healthy economic growth as any. If EV sales are growing rapidly, this is good for economic activity and hence oil demand.Q6: But those EV sales represent miles driven that won't be using gasoline?A: Correct. But they will also represent economic activity that perhaps wouldn't be occurring helping support other oil products.We would guard against analyses that show “oil demand avoided based on EV sales to date” we see being published by the IEA and others. Like the issues we see with peak oil demand in general as well as the on again-off again “oil glut” calls, these single-variable extrapolations do not tell the full story for oil demand. The fact is that you don't see the impact in our efficiency gain metric.To be sure, we agree that the outlook for gasoline is weaker than for other products like diesel, jet fuel, and petrochemical feedstocks, in part driven by rising EV sales. However, the existing ICE car park is massive and is expected to grow at a modest clip in the coming decades as highlighted in OPEC's most recent World Oil Outlook 2026 report (link).Looking at Exhibit 2, it is not obvious to us that gasoline demand will globally decline in the coming decades—a view that even many in the oil sector broadly accept. It also highlights how massive the existing stock of ICE vehicles are; the curve slopes slightly up and shows no signs of bending down.Exhibit 2: ICE car park rises slowly, while EV car park rises much faster of a small baseSource: OPEC World Oil Outlook 2026 report.Q7: Robotaxis and autonomous driving: An EV accelerant?A: Yes, quite possibly.The automotive and technology aspiration of autonomous mobility continues to make significant strides. We are optimistic on the progress to date and have high expectations that robotaxis and other forms of autonomous mobility are a present day opportunity, with the technology likely to grow significantly in the years ahead. While notionally an ICE vehicle should have as much of an opportunity to be autonomous as an EV, it is our understanding at this admittedly early stage of development that EVs will secure a more meaningful share of autonomous miles driven. This bears further analysis and an evaluation of how trends ultimately develop. The fact that EVs are inherently more “software oriented” is the reason often given for the EV preference for autonomous mobility.We will repeat the perspective we have maintained throughout this post: if the rise of autonomous mobility leads to increased economic activity—even if overwhelmingly met by EVs—it will benefit overall oil demand though non-gasoline refined products would benefit to a greater degree.Q8: Diversification benefits of having both ICE and EV?A: The idea that all economic activity should be tied to the electric grid is absurd.No country should or is going to aspire to “electrify everything.” At a country level, having a mix of energy sources and technologies is likely to create the greatest resiliency in an uncertain world. Currently, most countries are over-exposed to ICE vehicles as we can see in the car park comparison in Exhibit 2. The ability to avoid odd-even license plate days is enhanced by a greater EV share. As we have now said or implied several times in this post, we expect significant growth in EV sales in the decades ahead, outpacing growth in ICE vehicles.⚡️On A Personal Note: Onto My Third TeslaSince purchasing my first Tesla on my birthday in 2015—a 2015 Model S—I have been an EV-first driver for personal travel. In 2020, we traded in the Model S for a 2020 Model 3. About a month ago, we traded in that Model 3 for a 2026 Model Y. I love driving a Tesla and prefer it over a comparably priced ICE vehicle (I have no doubt that there are high-end ICE vehicles that would be more fun to drive than any of my Teslas). A few observations:* Full Self Driving (Supervised) is awesome and a better experience than any equivalent driver assist technology I have tried from other companies. It's not a close call in my view. Tesla appears to be well ahead of the competition on this. Unfortunately, I have not had the opportunity to try any of the Chinese EVs, which I will aim to do in the future.* A Model Y or Model 3, in my view, is currently a better value than comparable ICE vehicles in similar performance or price categories. As we have been shopping to refresh our two 2020-era cars, this has been a surprise. I would note that this is true at a time that there is no federal EV tax credit.* We had been hanging onto an ICE vehicle for long-distance travel. But with my parents now ten minutes away, instead of 5-7 hours away, there is no obvious reason to not consider being an all Tesla family.* On the last long distance trip we took, we rented a (ICE) minivan from Avis. This seems like a reasonable path forward. We aren't ever going to own a minivan, but our golden doodle was actually quiet and comfortable while being driven in it.Last week we took a trip to western Pennsylvania to visit relatives. It is about 250 miles in each direction. Overall, our experience with FSD was outstanding.* FSD for long-distance travel is an absolute no brainer, game changer. It is a huge improvement over equivalent driver-assist technology from the competitors I have tried.* There are two scenarios where I had less comfort: (1) construction zones with the concrete barriers during times of busy but flowing traffic including many 18-wheelers. The Model Y on FSD did not make a mistake we noticed, but the rate of speed (it drove at the speed limit) was faster on turns with trucks in the next lane than I would have attempted; (2) I made a different decision on whether to swerve or go over a deceased small animal than what FSD picked (it wanted to swerve).* FSD was especially outstanding during slow-moving traffic congestion.* Many smaller decisions it made to me seemed very “human like,” meaning it is how I would have approached the situation.* I was especially pleased to see that it recognized a person approaching a cross walk and came to a stop so they could cross (this was in a residential area of town).Autonomous driving is unquestionably a future that is fast approaching. Is the technology perfect? Of course not. But neither are human drivers. A Tesla does not text or drink and drive as an example. And while you can question some of the choices it made, it makes none of them due to drowsiness, distraction, or other stressors.Autonomous mobility is going to be a game changer in reducing overall traffic accidents and fatalities. It is going to be a game changer for people like my parents that have had to give up driving; they are both good with technology and could easily handle a future, improved version of FSD. I think autonomous mobility will be positive for miles driven and economic activity. Even if it is overwhelmingly EV focused in passenger vehicles, it is going to be positive for GDP growth and therefore oil demand.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

Electrek
TSLA shareholders wake up, Xpeng targets EU, VW goes cheaper, and more

Electrek

Play Episode Listen Later Jul 17, 2026 68:04


In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla shareholders potentially starting to wake up, Xpeng targeting the European market, VW going cheaper with its EVs, and more.

2 Bulls In A China Shop
WEN Turnaround?

2 Bulls In A China Shop

Play Episode Listen Later Jul 17, 2026 52:55


This week we let ChatGPT help pick the news stories (which seemed like a good idea at the time), and honestly, it kind of worked.We start with Russia reportedly having to buy gasoline after Ukrainian drone strikes hit their refinery capacity, which turns into a bigger conversation about energy markets, gasoline and diesel, and how cheap drones are completely changing the math of modern warfare.Then we get into Japan potentially pushing its giant pension funds to bring more money back home, the AI trade still running through SK Hynix and GPU demand, and the Fed now treating AI infrastructure spending as one of the things keeping inflation hotter than expected.So there is real market stuff in here.But also, this is Dan and me, so we also talk about a squirrel getting loose in a Meta office, a bear breaking into a shopping mall on a military base, Britain trying to survive heat waves with better refrigerators and tiny fans, Pepsi making a very questionable Wild Cherry post in India, AI reading ancient Roman scrolls, Pompeii, Pink Floyd, and whether Wendy's Biggie Bag is secretly one of the better recession trades on the board. Chapters00:00 — Hook, Intro, and Cold Open01:47 — Welcome Back to the China Shop02:30 — Letting ChatGPT Pick the News03:22 — Russia's Fuel Problem and Ukrainian Drone Strikes06:36 — EVs, Refinery Risk, and Energy Independence09:10 — A Squirrel Gets Loose at Meta14:28 — Japan's Pension Fund and Money Coming Home20:08 — The Alaska Mall Bear Story21:54 — SK Hynix, AI Chips, and Inflation Pressure25:24 — FedWatch, Rate Expectations, and No Cuts Yet27:38 — Britain's Heat Wave Economy32:49 — Scottsdale Will Pay for Your Lawn, Not Your Pool34:29 — Pepsi's Wild Cherry Problem38:33 — AI, Ancient Scrolls, and the Pompeii Detour42:28 — Wendy's, Biggie Bags, and Takeover Rumors48:38 — Jobs, Rent, and the Economy People Actually Feel50:30 — Chessferatu and Closing ThoughtsSubscribe, share, and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!Sponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**To contact us, you can email us directly at bandoftraderspodcast@gmail.comIf you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Dan:Dan co-founded 2 Bulls in a China Shop with Kyle when their shared passion for active trading ignited during the lockdowns. Their daily discussions about trades, interests, and the valuable lessons learned created the bedrock for what eventually evolved into both the 2 Bulls in a China Shop and Band of Traders podcasts.While navigating the complexities of trading, Dan infused humor into the shows with his self-deprecating wit and candid discussions about their trading experiences. This dynamic duo's chemistry became the catalyst for a podcast that resonated widely, capturing the attention of a diverse audience.Download ChessFeratuHalf-Cocked TalesAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Seattle's Morning News with Dave Ross
The President's Primetime Speech

Seattle's Morning News with Dave Ross

Play Episode Listen Later Jul 17, 2026 48:05


Karen Travers on President Trump's primetime speech // Katrina Guischard on a Bay Area restaurant's new policy about kids' behavior that has gone viral // Dima Voytovych on his 220-mile mission to raise funds to help rebuild lives in Ukraine // Charlie Harger Commentary reflecting on his upcoming one-year anniversary of commentary for Seattle's Morning News // Ursula Reutin on downtown businesses keeping up momentum post FIFA World Cup excitement // The Rick Rizzs Show // Herb Weisbaum on used Evs // Weekend Events with Paul Holden

The Independent Dealer Podcast
#440 - Are You Starting the Trade Conversation Too Late?

The Independent Dealer Podcast

Play Episode Listen Later Jul 16, 2026 27:28


In this episode of the Independent Dealer Podcast, Jeff Watson and Luke Godwin are coming to you live from Denver, Colorado at the NIADA 2026 National Convention. No guest, no studio — just two guys in rocking chairs sharing what they're seeing, hearing, and thinking after a week of conversations with dealers from across the country. From AI and daily score boarding to EV velocity, subprime lending shifts, and a low-balance trade cycle that's moved way further out than most dealers realize — this one covers the themes nobody's putting in a press release.What You'll Learn:-Why "know your numbers" is still the dominant theme at NIADA 2026 — and how AI is changing what dealers actually do with those numbers once they have them-The scoreboarding framework both Jeff and Luke keep coming back to — and why the metric you assign an employee has to be something they can actually control-Why independents are outselling franchises on direct-to-consumer EV brands like Tesla and Rivian — and why velocity is the only strategy that works when prices fluctuate that fast-Why subprime banks are still slow to finance EVs — and why one dealer buying 300 EVs a month should absolutely be reinsuring that battery risk himself-How capital markets are quietly re-entering the subprime space — and what it means that Capital One is calling dealers who never reached out-Why the low-balance trade conversation has shifted from $2,500 to $6,500 — and why starting it at 18 to 24 months in the loan is now the number that actually works-Why Jeff is so scared of shiny objects he admits he probably misses good ones — and what finally convinced him to change his payment processorIf you're an independent dealer who couldn't make it to Denver this year — this is the closest thing to being in the room.Support the businesses that support the podcast:Buckeye Risk Services - Reinsurance and wealth strategies for independent dealers.https://theindependentdealer.com/buckeyeBlytz - BHPH payment processing with fast funding and text-to-pay.https://theindependentdealer.com/blytzpayIturan GPS - Asset protection and customer management for BHPH and retail dealers.https://theindependentdealer.com/ituranFollow & Connect:Website: www.theindependentdealer.comFacebook Group: @independentautogroupLuke Godwin: @lukegodwinJeff Watson: /sendtojeffwLike, subscribe, and share this with a dealer who needs to hear it.

Run The Numbers
Cumberland Farms S-1 Breakdown: Fuel, Snacks, and Debt

Run The Numbers

Play Episode Listen Later Jul 16, 2026 36:38


On this episode of Run the Numbers, CJ breaks down Cumberland Farms' IPO filing and the surprising business behind it.—SPONSORS:RightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer cut their close in half, took audit findings from seven to zero, and cut back-office costs by 70% in six months. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtn—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro2:57 Key metrics4:28 Europe now out-earns America5:01 $5.8B debt at 8x leverage6:20 TLDR: snacks, gas, borrowed money7:58 Fuel vs. inside: the gross profit photo finish8:58 COCO, CONCO, and OTHER explained10:57 Sponsors — Maximor | Brex | Anrok14:02 Why scale matters: four reasons16:02 The US convenience store market17:42 EVs: long the birth rate18:05 Back to the debt19:10 The sale leaseback20:24 Sponsors — RightRev | Pulley | Rillet23:26 Does the deleveraging math work?24:27 The growth thesis25:06 600–700 stores become Cumberland Farms26:16 The chicken fryer ROI27:00 Coffee and loyalty: 6M members in 13 months28:15 Red flag 1: five-for-five COSO failures28:41 Red flag 2: entire C-suite is new29:04 Red flag 3: lending to their own parent29:42 Red flag 4: Big Tobacco funds loyalty29:57 Red flag 5: foreign issuer, Cayman charter30:10 Red flag 6: one supplier is 31% of costs30:32 Red flag 7: balance sheet is stale30:45 Cap table: TDR Capital and the Issa brothers31:55 Casey's vs. ARCO33:47 Goldman got bumped34:08 Massachusetts banned the pump clip until 201534:57 No health insurance disclosure for 16K US workers35:30 Robert Swan (ex-Intel CEO) is on the board36:08 Credits

No Tippy Tappy Football with Sam Allardyce
Tuchel's BIG Mistake! Sam Allardyce on DAMAGING subs & Making it Too EASY for Messi

No Tippy Tappy Football with Sam Allardyce

Play Episode Listen Later Jul 16, 2026 37:43


It was an emotional night in Atlanta as England were knocked out of the world cup by Argentina in the semi-finals.Natalie & Sam sit down to discuss how the three lions crashed out after leading with just minutes to go.Sam analyses Thomas Tuchel's big mistakes that led to the defeat, the substitutes made that changed the game and why Messi had so much freedom.Make sure you Like, Comment & Subscribe & turn on notifications so you know when a new episode drops.

BREAK/FIX the Gran Touring Motorsports Podcast
EV Fires: a Storm in a Teacup

BREAK/FIX the Gran Touring Motorsports Podcast

Play Episode Listen Later Jul 16, 2026 25:52 Transcription Available


Motoring Historian Jon Summers examines claims that electric vehicles frequently catch fire, drawing on a Society of Automotive Engineers talk in Palo Alto by Dr. Abid Kemal of Exponent, a firm known for major failure investigations. He says vehicle fires have halved since 1980 and usually involve 10–20-year-old cars, while EVs appear 5–10 times less likely to burn than ICE vehicles, though their fires can occur later—on tow trucks or weeks in yards—because stranded battery energy remains after a crash. He explains thermal runaway: a weak cell heats from charge cycles, damages neighbors, melts plastics, boils electrolyte, generates oxygen, and can ignite in milliseconds, with severity influenced by state of charge. Examples include the 2021 Chevy Bolt battery recall and GM's 80% charge limit, shipping policies under 50% charge, and the need for firefighter and tow-industry training. ===== (Oo---x---oO) ===== 00:00 EV Fire Panic 02:36 Conspiracy Claims 04:22 What The Data Says 05:07 Why EV Fires Differ 07:41 Who Is Exponent? 08:24 A Quick EV History 11:53 Inside Battery Packs 14:49 Thermal Runaway Explained 19:53 Charge Level Risks 22:39 Recalls And Real Cases 23:37 Final Takeaways  ==================== The Motoring Podcast Network : Years of racing, wrenching and Motorsports experience brings together a top notch collection of knowledge, stories and information. #everyonehasastory #gtmbreakfix - motoringpodcast.net More Information: Visit Our Website Become a VIP at: Patreon Online Magazine: Gran Touring Follow us on Social: Instagram Jon Summers is the Motoring Historian. He was a company car thrashing technology sales rep that turned into a fairly inept sports bike rider. On his show he gets together with various co-hosts to talk about new and old cars, driving, motorbikes, motor racing, motoring travel. Copyright Jon Summers, The Motoring Historian. This content is also available via jonsummers.net. This episode is part of the Motoring Podcast Network and has been republished with permission.

Nightlife
Motortorque with Toby Hagon

Nightlife

Play Episode Listen Later Jul 16, 2026 48:09


If you're trying to decide which car to buy or want to learn more about the latest EVs on the market, Motortorque can help. 

Auto Remarketing Podcast
The Spark Between EVs & CPO

Auto Remarketing Podcast

Play Episode Listen Later Jul 16, 2026 33:50


In light of electric vehicle maker VinFast launching a certified pre-owned program in the U.S., Auto Remarketing senior editor Joe Overby connects with leaders from the EV space to discuss why the segment is a natural fit for CPO and the impact to EV accessibility, remarketing and battery health. Joining the conversation are Elena Ciccotelli of the EVs for Everyone Podcast, Jimmy Douglas of Plug and Scott Case of Recurrent.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Ford on the Factory Floor, EVs Staying Young, and Siri Finally Smart

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Jul 15, 2026 12:01 Transcription Available


Episode #1397: Ford leans on Toyota's Gemba management philosophy to improve quality, China's EVs are being upgraded like smartphones, and Apple's smartest Siri yet hints at a future where AI—not apps—becomes the new user interface. Show Notes with lin...

Equity Mates Investing Podcast
Electrification: Australia's Chance to Power the World | The Decade Ahead

Equity Mates Investing Podcast

Play Episode Listen Later Jul 15, 2026 28:34


Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world's largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure.In this episode:00:00 – Why electrification is the defining trend of the next decade03:59 – The four critical minerals: copper, lithium, nickel and cobalt08:25 – The biggest growth drivers: EVs, batteries and emerging markets12:48 – AI and data centres are driving electricity demand higher16:11 – Investment opportunities across Australian miners23:27 – ETFs for investing in the electrification theme24:22 – How Bryce and Ren are approaching the opportunity27:07 – Final thoughts on Australia's green metals futureStocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The Clean Energy Show
Smarter Cooling Is On the Way

The Clean Energy Show

Play Episode Listen Later Jul 15, 2026 33:15


Electric vehicles continue their remarkable rise around the world, and this week we take a look at the latest global trends from the IEA to see just how far the transition has come since The Clean Energy Show launched in 2020. We also explore new ways to keep the power grid stable during dangerous heat waves, why solar power just hit another major milestone in the United States, and the UK's new mileage-based road tax for EVs. Plus, Brian records this episode from beautiful Victoria, British Columbia, at one of Canada's most sustainable hotels. Support The Clean Energy Show on Patreon for exciting perks including a monthly bonus podcast! This Week on The Clean Energy Show Brian records from Victoria's eco-friendly Inn at Laurel Point and its innovative ocean-water heat pump system. The IEA's latest Global EV Outlook shows electric vehicles continuing their rapid global growth since 2020. California wins another legal battle over cleaner commercial heating equipment. Practical ways to keep your home cooler during increasingly intense heat waves. Solar generates more U.S. electricity than coal for the first time ever. New York pilots home batteries that power window air conditioners while reducing peak electricity demand. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026.

Nights with Steve Price: Highlights
Cost a Car with Shaun Mackle - 15 July 2026

Nights with Steve Price: Highlights

Play Episode Listen Later Jul 15, 2026 21:59


What’s Your Car Really Worth? The used car market is a moving target, and getting a straight answer isn't always easy. Whether you’re looking to sell, trade-in, or just curious about your pride and joy, Cost A Car cuts through the dealership spin. Listen in as listeners call and text to have their vehicles appraised in real-time. From vintage classics to the latest EVs, we provide the honest, current market value you need to know. Looking to buy or sell a car? Get trusted, independent advice for your next vehicle purchase at costacar.com.au. Listen to John Stanley live on air from 8pm Monday to Thursday on 2GB Sydney and 4BC BrisbaneSee omnystudio.com/listener for privacy information.

Everyday Driver Car Debate
Mercedes Fakery, Analog Matters, Manual Wagons | Episode 1,054

Everyday Driver Car Debate

Play Episode Listen Later Jul 14, 2026 90:55


The guys discuss the direction Mercedes-Benz is taking with their performance EVs, notably the recently announced 2027 AMG CLA45 4Matic+. Goodwood Festival Of Speed is one of the most accessible and inspirational events for car enthusiasts, and allows people to easily see the cars up close and driving quickly up the hill. For Topic Tuesday, the guys discuss a mental cul-de-sac for Tim in TN, who is unhappy because he's rational about cars. Car Debate #1 is for Dave in Seattle, who loves manuals, wagons, and lightweight cars. Can the guys replace half his garage? Car Debate #2 is for Rick in DC, who also loves manual transmissions but needs a good commuter. Car Conclusion #1 is from Elias in CA, who decided to buy a car for what he actually wanted. Car Conclusion #2 is from Aaron in CO, who is excited by moment-in-time cars, and bought possibly the last of an era. Audio-only MP3 is available on Spotify, Apple Podcasts and 10 other platforms. Look for us on Tuesdays if you'd like to watch us debate, disagree and then go drive again! 00:00 - Intro 2:09 - 2027 Mercedes-AMG CLA45 4Matic EV Announced 19:32 - Cars From 2026 Goodwood FOS - Will They Be Around In 100 Years? 27:56 - Topic Tuesday: The Mental Cul-De-Sac 40:49 - Car Debate #1: My Almost Perfect Garage 1:01:32 - Car Debate #2: The Best Of Everything 1:14:04 - Car Conclusion #1: The Most Important Buying Parameter 1:17:08 - Car Conclusion #2: The Last Of The Last? 1:19:19 - Audience Questions On Social Media Rate and review us on Apple Podcasts, and subscribe to our two YouTube channels. Write to us your Topic Tuesdays, Car Conclusions and those great Car Debates at everydaydrivertv@gmail.com or everydaydriver.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Energy Gang
Can the LA Olympics in 2028 be a catalyst for clean energy? How the games could remake transport, power and clean air in the car capital of America

The Energy Gang

Play Episode Listen Later Jul 14, 2026 47:01


Los Angeles will host the 2028 Olympic and Paralympic Games, an event that poses formidable logistical challenges. To put it in terms that will be familiar to many Americans, it is the equivalent of seven Super Bowls happening every day, in one of the world's biggest urban economies. That means huge demands on the city's transport and energy systems. But it also creates a rare opportunity to use the games as a catalyst to accelerate investment that could leave the city cleaner, more resilient and better connected long after the closing ceremony.In this episode, host Ed Crooks talks to Matt Petersen, president and CEO of the Los Angeles Cleantech Incubator, or LACI. Matt explains how LACI has been using the run-up to the Games as a convening point for public and private sector action. The focus has been on transportation electrification, clean energy deployment and building infrastructure that can help Los Angeles cope with an influx of visitors while improving the quality of life for residents in the long term.Transport is key. Los Angeles is sometimes described as the car capital of the world, and transport will be the single biggest source of greenhouse gas emissions associated with the Games. EV sales and charging infrastructure are growing fast. Even so, LACI's modelling suggests that Los Angeles still needs more people using buses and rail, as well as better first-mile and last-mile options, from e-bike share to EV car-share schemes, if it wants to hit its climate targets.The conversation also explores the less visible systems that support electrification and emissions reductions for transport. Matt points to the electrification of freight, the build-out of charging depots, battery-backed fast charging, and experiments with flexible grid connections that can bring new infrastructure online faster. Those developments are central to whether Los Angeles can make room for more EVs and rising power demand without waiting years for grid upgrades.Too often, host cities for the Olympics promise transformative benefits that never fully materialise. Matt's case is that Los Angeles has a better shot than most, partly because it is not building a wave of new permanent venues, and partly because the most important investments are in systems the city needs anyway: electric buses, cleaner freight, charging networks, transit improvements, shade for riders in extreme heat, and cleaner air in communities that have long borne the brunt of pollution.Can a deadline like LA 2028 accelerate progress on some of the hardest problems in urban decarbonization? For Matt, the real prize is not a few weeks of smooth operations during the Games, but a lasting legacy of economic opportunity and lower emissions.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Peak Daily
Fusion power

The Peak Daily

Play Episode Listen Later Jul 14, 2026 20:22


Canada's General Fusion is now the first publicly traded nuclear fusion company, as its Nasdaq debut gives it more cash to chase a breakthrough that could one day help meet soaring demand for clean power — if the still-unproven tech can finally produce more energy than it uses. Plus, doctors are warning about a tick-borne illness that was barely on their radar five years ago, as warming temperatures help ticks spread farther north and bring more diseases with them.And in The Big Picture: Ottawa and Alberta strike a deal with oil sands producers on a major carbon capture project, an Innu First Nation rejects Quebec's proposed hydro deal, and Chinese automaker Dongfeng gets ready to sell EVs in Canada.After today's interview we host an exclusive interview with Sumee Seetharaman, VP of AI/ML Practice in the Center of Excellence at TD:Brett:Hey, Peak Pals. Thanks so much for joining us today. We've got a great guest for you, Sumee Seetharaman, who is the VP of AI/ML Practice in the Center of Excellence at TD. This is gonna be a great conversation about AI at work, something I think we're all experiencing, so we're really excited to have you. To kick it off, the use of AI in Canadian workspaces is surging. According to KPMG, about 51% of Canadian adults are now using generative AI at work. Has the technology become just so commonplace in the workplace that Canadians need to have AI skills before they enter the workforce? And if so, which skills do they need? Sumee:Yeah, it's a great question. Interestingly, we're at a point where the personal use of AI is far exceeding use at work, a March 2026 Angus Reid survey found that over 70% of Canadians surveyed had used AI in the previous three months for personal use. So odds are that most folks are actively using AI for their day-to-day already and have some of the basic AI skills required at work. Skills like knowing how to use and prompt a chatbot effectively, and I'm not talking about just a single Q&A, but really knowing how to converse with the model. Treating, the response to your initial question as just the starting point. Knowing how to ask follow-up questions and providing clear instructions to refine the response. So the fluency is in really knowing how to iterate and refine, building out the parts that are missing, and pruning out the parts that don't feel right? Most people are learning to do this instinctively as they're using ChatGPT and Gemini apps. Next, I want to say folks who are using AI regularly are also starting to develop a good sense of the strengths and the limitations of the technology, right? All of us have encountered that the model sometimes hallucinates, and so we know and we've learned that we cannot treat the output of the model as gospel. And so in a work setting, this is where domain expertise, not AI expertise, is actually more helpful because we need experts to validate and apply human judgment on the output of the model. And also if you're actively using AI and reading on AI, AI can be used in harmful ways, so most folks are starting to develop an appreciation for the guardrails that are needed and what does responsible use of AI look like. And are careful about what you put into public versions of these models. You're starting to build a good awareness of privacy safeguards and such. All that to say if you're familiar with using ChatGPT or Gemini for personal use- You should be able to fluently use most AI tools in the workplace. So at TD, over seventy percent of our colleagues our workforce has access to a GenAI capability, whether it's virtual assistants that we have developed in-house for our frontline colleagues in contact centers or wealth operations or branches, or Copilot capabilities we've enabled across the organization. GitHub Copilot for developers and Power BI Copilot and Office 365 Copilot. So chances are, if you're joining TD, you have access to these AI capabilities to, to really amplify your impact, and you probably are already quite fluent in how to use them. Brett:TD is obviously ahead of the curve on AI, and I'd be interested from a practical standpoint, what are some examples of jobs at TD that AI is already transforming? Sumee:Yeah. So we recently announced our first agentic AI use case to, to speed up the pre-adjudication process of mortgage and HELOC applications. So when an application is submitted, AI agents that we've deployed are actively scanning the documents, calculating client income, performing consent checks, looking for discrepancies, et cetera. After this sort of document review process is done, the agents then produce a memo with their findings and this goes off to the underwriters to review and make a decision on the application. And so if you look through that agentic AI activation, it's transformed the jobs of colleagues like our underwriters who are now working hand-in-hand with AI agents and making decisions on applications much faster. We've gotten the review process down to an average of three minutes from an average of fifteen hours. Effectively, the way they're operating has transformed day-to-day. If I look at the role of our back-office staff that has transformed as well. They're now providing valuable oversight on our AI agents and helping us ensure that it's performing within the necessary parameters and it's delivering the right outputs. It's just the first set of use cases supporting the first pre-adjudication leg, but there's a much broader end-to-end transformation roadmap for our real estate secure lending operations. So we're just getting started. And as we gradually scale AI use within RESL operations, we'll start to see more role transformation across the board. On a similar vein I find the roles of our frontline colleagues are gradually evolving, transforming too. So our colleagues in branches are now using gen AI virtual assistants to help prepare for client meetings, answer complex questions effectively. Our colleagues in TD Securities are now using these virtual assistants to speed up the research process and really amplify the sales cycle. So across our frontline, our new hires now have an expert AI support on their fingertips, which means they can now spend far more time focusing on sales advice, deepening relationships with our clients. So slowly but surely, we see these roles evolving, getting actually much, much more client-focused and less manual work and less operational focus, if you will. Brett:What is TD doing to help train and upskill colleagues so that they can build the AI skills they need to thrive in these transformed roles? And I guess how do upskilling efforts differ for an individual who's a beginner with AI versus a new hire at Layer 6 who's looking to build their AI skills? Sumee:Yeah, it's a great question. We're actually employing a multi-pronged training strategy for AI across the organization. Obviously it's customized to your function, your role within the organization, but it takes many formats. It could be trainings, recordings, live, virtual or in-person immersive hands-on sessions, hackathons, longer-term programs and pilots, et cetera. Across the gamut, depending on the role you're in, depending upon the function you're in. I'll maybe talk about a few initiatives, what we've rolled out across the organization. The first one I'll highlight is TD Thrive, which is our enterprise learning platform. It has dozens of AI courses that are available on demand to every TD colleague, and these cover a broad spectrum of topics from one-on-one sessions like getting started on LLMs to very advanced, architecture of agentic systems, as an examp...

Decoder with Nilay Patel
Yes, even Nvidia's head of automotive is fighting for compute

Decoder with Nilay Patel

Play Episode Listen Later Jul 13, 2026 71:56


Nvidia is obviously in the news constantly because of the AI boom — but it's also a major supplier to the entire auto industry As head of Nvidia's automotive division, Xinzhou Wu has a front-row seat to all the challenges EVs and autonomous vehicles are facing, especially in the US. And of course, you can't talk about electric cars or vehicle autonomy in the US without talking about Elon Musk and Tesla. So I asked Xinzhou pretty directly if Tesla full self driving can actually do what Elon claims it will be able to do without using LiDAR. You tell me if you think his answer holds up. Read the ⁠full interview transcript on The Verge⁠. Links:  Nvidia's head of autonomous driving opens up about his plans | The Verge Hyundai, Nissan, BYD, and Geely Join Nvidia's Level 4 | MotorTrend Nvidia, auto suppliers roll out partnerships to rekindle self-driving  | Reuters Meet Alpamayo, Nvidia's new AI model for autonomous cars | Forbes I tested Nvidia's FSD competitor — Tesla should be worried | The Verge Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder's producers are Kate Cox and Nick Statt; this episode was edited by Xander Adams. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Signal
Are Chinese EVs a national security risk?

The Signal

Play Episode Listen Later Jul 13, 2026 15:53


Relatively cheap EVs from China are increasingly seen on Australian roads.  But you won't find many in the US, because of hefty tariffs and bans due to national security concerns. Now Swedish based, but Chinese owned Polestar is set to stop selling in the US market from next year due to a crackdown on Chinese-linked vehicles.  Today, cyber security expert and former advisor to prime minister Malcolm Turnbull, Alastair MacGibbon on what the Chinese government could do to the cars if it really wanted to.  Featured:  Alastair MacGibbon, cyber security expert

No Tippy Tappy Football with Sam Allardyce
How Tuchel Plans to STOP Messi & Why Sam Allardyce Predicts England WILL Reach the World Cup Final

No Tippy Tappy Football with Sam Allardyce

Play Episode Listen Later Jul 13, 2026 36:37


England are just one game away from the World Cup Final as Thomas Tuchel's side prepare for a blockbuster semi-final against Lionel Messi and Argentina.Natalie & Sam sit down to preview England's biggest test of the tournament and discuss exactly how Tuchel can stop Messi on the biggest stage.Sam breaks down what he thinks Tuchel's tactical approach will be and talks about the back and forth between the boss and star man Jude Bellingham after his incredible performance against Norway. Make sure you Like, Comment & Subscribe & turn on notifications so you know when a new episode drops.

Electrek
Rivian goes to market, Xiaomi goes big, and a $14,000 tiny EV in the US

Electrek

Play Episode Listen Later Jul 10, 2026 41:54


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 Rivian going back to the stock market market, Xiaomi going big, and a $14,000 tiny EV in the US.

Grimerica Outlawed
#412 - Outlawed Round Up 7.9.26 Planes 4 Yachts | Sweet Land of the Weary and Wild

Grimerica Outlawed

Play Episode Listen Later Jul 10, 2026 59:50


A wide-ranging episode covering surveillance, digital control, Canada's political landscape, MAID, and geopolitical corruption. The conversation moves from China-made EVs in Canada to EU in-car monitoring laws, Flock cameras, AI surveillance, and the growing normalization of state oversight. Highlights A title mix-up turns into the opening banter and sets the tone. World Cup conspiracy talk and the strange way narratives spread. Chinese EVs arriving in Canada at luxury-car prices. The EU's new in-car driver-monitoring cameras. Flock cameras and the expansion of vehicle surveillance. AI-powered municipal enforcement and trash-truck camera programs. A digital bill of rights and the fight over AI-era civil liberties. Canada's Ukraine spending, Brookfield condo controversy, and political accountability. MAID, organ donation, and concerns about public messaging. A viral AI music video tied to JFK, free energy, and symbolism. Charity fraud, garbage dumping on Crown Land, and disturbing park behavior. Key Themes Surveillance creep Technocracy and digital control Government overreach Media distrust Canadian politics and corruption Civil liberties in the AI era Closing Thought This episode argues that the technology itself is only part of the problem; the deeper issue is how governments use it, normalize it, and expand it over time.   To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support. For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals  https://grimericaoutlawed.locals.com/ or Patreon https://www.patreon.com/grimericaoutlawed   Support the show directly: https://open.spotify.com/show/2punSyd9Cw76ZtvHxMKenI?si=ImKxfMHgQZ-oshl499O4dQ&nd=1&dlsi=4c25fa9c78674de3 Watch or Listen on Spotify https://www.simulationmaps.com/#products Disaster Maps, Volcano Sim, Asteroid Sim, Shipwreck Map, UFO Map etc https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Join the chat / hangout with a bunch of fellow Grimericans  Https://t.me.grimerica grimerica.ca/chats   Discord Chats Darren's books www.acanadianshame.ca Sign up for our newsletter http://www.grimerica.ca/news InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/  Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag ART - Napolean Duheme's site http://www.lostbreadcomic.com/  MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com    Links to the stuff we chatted about: https://x.com/wideawake_media/status/2074786953627677083?s=20 https://x.com/digijordan/status/2074897491166642177?s=20 https://x.com/AshtonForbes/status/2074924448864469198?s=20 https://x.com/thesovereignceo/status/2074554630449832343?s=20 https://x.com/AaronGunn/status/2074570670097203206?s=20 https://x.com/amuse/status/2074511176931619196?s=20 https://x.com/shanaka86/status/2074473739266473984?s=20 https://x.com/mario4thenorth/status/2074624898853474398?s=20 https://x.com/drawandstrike/status/2074492770832527602?s=20 https://x.com/MJTruthUltra/status/2074484787083870669?s=20 https://x.com/erik_thorvalds/status/2074175492291461228?s=20 https://nakedemperor.substack.com/p/why-we-need-a-digital-bill-of-rights?utm_source=post-email-title&publication_id=602373&post_id=206279647&utm_campaign=email-post-title&isFreemail=true&r=24pqe&triedRedirect=true&utm_medium=email https://x.com/danielgilr44222/status/2075311311236288881?s=43%22%3Ehttps://x.com/danielgilr44222/status/2075311311236288881?s=43%3C/a https://x.com/realstewpeters/status/2074972162176307537?s=43%22%3Ehttps://x.com/realstewpeters/status/2074972162176307537?s=43%3C/a https://x.com/wealthmoose/status/2074900667181748229?s=43%22%3Ehttps://x.com/wealthmoose/status/2074900667181748229?s=43%3C/a https://x.com/Pascal_Laurent_/status/2059578163810701453 https://x.com/deadwronghist/status/2074846238785376587?s=43%22%3Ehttps://x.com/deadwronghist/status/2074846238785376587?s=43%3C/a https://x.com/m0ath/status/2074911855819321789?s=43%22%3Ehttps://x.com/m0ath/status/2074911855819321789?s=43%3C/a https://x.com/cbcwatcher/status/2074539446746116246?s=43%22%3Ehttps://x.com/cbcwatcher/status/2074539446746116246?s=43%3C/a     Timestamps 0:02— Opening banter and title confusion 2:23— World Cup conspiracy talk 6:17— Chinese EVs in Canada 11:23— EU driver-monitoring camera law 23:33— Flock camera surveillance discussion 33:18— RCMP visits over online posts 35:02— Digital bill of rights 40:40— Canada and Ukraine funding 43:55— Super yacht controversy 55:28— MAID and organ donation discussion 64:41— AI music video and symbolism 73:11— Tick experiment clip 85:37— Brookfield/Condo controversy 92:23— Charity fraud segment 94:25— Crown Land / park safety concerns  

Freightvine
Jim Filter, Schneider | Steering Schneider Forward

Freightvine

Play Episode Listen Later Jul 9, 2026 52:12


This week, Chris Caplice is joined by Jim Filter, Schneider's newly appointed President and CEO, to talk about what it means to step into that role during a period of major change for the freight industry.Jim reflects on his nearly 30-year career at Schneider, the operational and international experiences that shaped his leadership, and how the company is adapting as customer needs, technology, and market conditions continue to shift.In this conversation, they cover:What it means to lead Schneider as only the fifth CEO in the company's historyHow dedicated transportation and brokerage have become bigger parts of Schneider's strategyWhat regulatory enforcement and broker liability could mean for capacityHow driver roles, tools, and career paths continue to evolveThe future of electric and autonomous trucksHow Schneider is using AI and technology across the businessIf you work in shipping, brokerage, or carrier operations, this is a timely look at how one of the industry's largest operators is thinking about the road ahead.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvine Chapters00:00 Introduction 03:36 Career Path, Leadership Preparation and Developing Talent07:29 Technological Advancements in Transportation14:13 Customer Relations and Problem Solving14:50 Current Market Dynamics and Capacity Challenges16:35 Impact of Regulations on the Industry23:17 Chameleon Carriers and Industry Challenges28:21 CEO Priorities and Strategic Focus31:18 Evolution of Dedicated Services35:59 EVs and Avs45:38 Legacy and Leadership in the Industry48:06 Freightvine Truckload Market Update48:11 Dry Van Market Update49:04 Temp Control (Reefer) Market Update49:37 Intermodal Market Update50:09 Flatbed Market Update50:56 Key Takeaways

The Construction Corner
#441 - Plugged In or Gassed Up: America's Energy Debate

The Construction Corner

Play Episode Listen Later Jul 9, 2026 11:58


In this episode of the Construction Corner podcast, host Dillon dives into the rapidly shifting energy landscape — starting with a fresh FERC press release that brings new regulatory guidance on how data centers and large power users connect to the grid. From there, the conversation covers the growing consumer rejection of electric vehicles (outside of Tesla), why hybrid technology is winning, and the infrastructure challenges holding EVs back. Dillon also weighs in on the gas vs. electric appliance debate, California's push to mandate all-electric new construction, and whether that policy actually makes sense in a city like San Francisco where you barely need AC. The episode wraps with a look at where U.S. power actually comes from — natural gas, nuclear, coal, hydro — and why Dillon thinks the resilience of fossil fuel infrastructure gets unfairly overlooked in the rush to electrify everything.

Motley Fool Money
Oil Pulls the Market Lower Again

Motley Fool Money

Play Episode Listen Later Jul 8, 2026 23:10


Oil rose sharply early on Wednesday and the market didn't like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellites could disrupt telecom. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Oil Is Up Again - Market Breather? - Can a Cheap EV Win? - Why Americans Buy Big - Is AMT's Debt a Problem? - Will Satellites Disrupt Telecom? Companies discussed: American Tower (AMT), Verizon (VZ), AT&T (T), General Motors (GM), Ford (F), Stellantis (STLA), Micron (MU), Sandisk (SDSK). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sinica Podcast
The Platform State: Angela Zhang and Alex Yang on How China Really Governs Its Economy

Sinica Podcast

Play Episode Listen Later Jul 8, 2026 64:09


This week on Sinica, in a special episode recorded at the Davos On Air booth at the World Economic Forum's Annual Meeting of the New Champions in Dalian, I sat down with Angela Huyue Zhang, professor of law at USC's Gould School of Law and author of High Wire: How China Regulates Big Tech and Governs Its Economy, and S. Alex Yang, professor of management science and operations at London Business School. Angela and Alex — who are also married, and who arrived at this collaboration from opposite ends of the academy — have developed what I think is one of the most useful new mental models for understanding China's political economy: the platform state. Their argument is that we should think of the Chinese state less as a central planner or owner and more as a platform company like NVIDIA or Apple, one that builds architecture, sets standards, and governs an ecosystem within which fiercely competitive private firms fight it out. Value accrues at the system level rather than as firm profit, and the payoff may decide who wins the race to put AI to work across an entire economy.5:37 – Three puzzles the framework is built to solve: profitless dominance in solar, EVs, and batteries; why the "grabbing hand" hasn't strangled Chinese innovation; and how China is attempting both zero-to-one invention and one-to-hundred scaling at once7:57 – The platform state thesis: why the Chinese government behaves like a platform company, how nurturing an ecosystem of private firms solves the information deficit that cripples command-and-control, and why over-entry, involution, and consolidation are a repeated pattern — from EVs to the 140-plus humanoid robot companies operating today16:13 – The aha moment: how a paper on the legal infrastructure of physical AI became the platform state idea over the Zhang-Yang dinner table, and whether this is a new species of political economy or the East Asian developmental state in new clothes20:44 – State conditions: why state capacity and domestic scale are the two preconditions for the model, and why an ambitious Vietnam — which has the top-down capacity — may still find the Chinese playbook impossible to replicate23:39 – Profitless dominance by design: harvesting versus extracting, the Uber analogy, overshooting as a control-theory strategy for nudging sectors, and how the anti-involution campaign and the 60-day supplier payment mandate show the state moderating the very competition it engineered30:33 – Organized chaos: from the bike-sharing graveyards of the O2O wars to today's disciplined market, the exit of more than 400 EV makers since 2018, and why the survivors of China's "Premier League" of competition are now turning profitable32:59 – The 3Gs playbook: growing markets by solving the cold-start problem, from Liuzhou's EV test drives to Beijing's green license plates, and how subsidy is only one lever among many38:36 – Governing the ecosystem like Apple runs its App Store: why Beijing regulates generative AI with a light touch but physical AI is a different species entirely, law as the sixth layer of the AI stack, why robotaxis scale faster in China than in the U.S., and the state-convened standard-setting that's driving down humanoid robot costs46:54 – Two flywheels: the familiar data-and-cost flywheel and the deeper state capacity flywheel, and how the National AI Fund's small but voting stake in DeepSeek aligns a complementor with the domestic stack — tilting the ecosystem toward Chinese chips53:28 – Guarding the moat: automotive data rules and Tesla's stalled FSD ambitions, the unwound Manus sale, China's own small yard and high fence, and the closing provocation — that America could build the smartest frontier models and still lose the diffusion race to "artificial good-enough intelligence." Plus: the case for coopetition, and what policymakers should (and shouldn't) borrow from the platform stateLinks from the episodeAngela's paper on law as the sixth layer of China's AI stack:The Sixth Layer: The Legal Infrastructure for Physical Artificial Intelligence in China (SSRN)Three Project Syndicate op-eds on the platform state idea:The Rise of the Chinese Platform State by S. Alex Yang & Angela Huyue ZhangAre Government Stakes the Key to AI Sovereignty? by Angela Huyue ZhangOvercapacity Is China's Biggest AI Advantage by Angela Huyue ZhangTwo Management Science papers on commercial platforms:Crowd-Judging on Two-Sided Platforms: An Analysis of In-Group BiasImproving Dispute Resolution in Two-Sided Platforms: The Case of Review BlackmailSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kilowatt: A Podcast about Tesla
Under Pressure: How to Increase EV Battery Life

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Jul 8, 2026 45:37


Summary In this episode of Kilowatt, we dive deep into the shifting landscape of the electric vehicle industry, starting with major structural shakeups and layoffs at Lucid Motors under new CEO Silvio Napoli. We also unpack why Slate Auto is bypassing Canada for its highly customizable, budget-friendly electric pickup, alongside a detailed look at Subaru's impressive new 2027 EV lineup featuring the Trailseeker and Uncharted. Overseas, European automakers are pivoting from massive SUVs to highly affordable, compact city EVs to counter a massive push from Chinese brands, while the UK celebrates an explosive month with battery electric vehicles capturing nearly 30% of the new car market. On the quirky side of things, we look at the ultra-compact Fiat Topolino coming to America—a tiny, low-speed cruiser that blurs the line between a beach-bound golf cart and a neighborhood EV. Finally, we explore groundbreaking battery breakthroughs from researchers at Cambridge, Purdue, and Texas Instruments who are discovering that physical pressure and smarter charging algorithms can completely reshape how we prevent cell degradation and extend EV lifespan. Show Notes Support the Show Support Kilowatt Other Podcasts Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website Friends of the Show Live With It Car Stuff Podcast PodFeet News Links CleanTechnica: Exclusive: Lucid Motors' Saudi Bet Meets Harsh Reality As New CEO Cuts Deep To Keep Cosmos Alive InsideEVs: Slate Has No Plans To Sell Its Cheap EV Pickup In Canada Electrek: Subaru's new Trailseeker EV starts at $40,000 The Guardian: How Europe's EVs Shrank to Challenge the SUV and China InsideEVs: Fiat's $13,995 EV For America Is Cute, But Barely A Car DigitalTrends: Cambridge Experts Find Utterly Simple Fix for Longer-Lasting EV Batteries Purdue University ME News: Lithium Plating: Purdue Researchers Tackle the Toughest Problem With Lithium-Ion Batteries *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

60 Minutes
07/05/2026: Elemental Crisis, The Knowledge, Banana Ball

60 Minutes

Play Episode Listen Later Jul 6, 2026 41:57


In what might be the ultimate front of the U.S. trade war with China, correspondent Jon Wertheim reports from the only active rare earth mine in the U.S., deep in the Mojave Desert near the California-Nevada border. Today, China holds a near-monopoly over the strategic metals that are key components in smartphones, robotics and EVs, but also fighter jets, drones and radar technology. Wertheim looks at the private company, now partly owned by the federal government, that is ramping up rare earth mining, processing and magnet-making in response to China's threats to cut off rare earths. Graham Messick is the producer. As tech companies promise that AI-powered autonomous vehicles will transform transportation, correspondent Anderson Cooper takes a ride down the ancient roads and medieval alleyways of London in the iconic black cab. London's black cab industry still relies on a 161-year-old test called “the Knowledge,” requiring prospective cabbies to memorize thousands of London's landmarks and the shortest routes between them all. Cooper reports on this legacy institution and why London cab drivers aren't about to hand over their keys to big tech. Katie Brennan is the producer.Something unusual is going on in Major League Baseball stadiums across the country, and it isn't traditional baseball. Correspondent Lesley Stahl reports from Savannah, Ga., on the dancing, back-flipping, lip-syncing almost-baseball team, the Savannah Bananas. They've created a new twist on the sport, which they call Banana Ball. Among its rules: a two-hour time limit; no bunting, walks or mound visits; and if a fan catches a foul ball, it's an out. Stahl meets Banana Ball's unorthodox, yellow-clad founder, Jesse Cole, and discovers the electric, circus-meets-sporting-event atmosphere that is selling out ballparks. Shari Finkelstein and Collette Richards are the producers.

Tailoring Talk with Roberto Revilla
Are Gadgets Getting Too Expensive? Apple, AI, Cycling, TV And The Future Of Cars

Tailoring Talk with Roberto Revilla

Play Episode Listen Later Jul 6, 2026 52:07


Roberto and Jon are back for another unscripted Tailoring Talk Magazine catch-up, recorded from two very different locations: Roberto at home and Jon sitting in a hot car in a country park, trying to escape the sounds of barbecues, dogs, children and general British summer chaos.The conversation starts with Roberto's new Arsenal Women Trailblazers podcast, why he's committed to building a consistent space for Arsenal Women fans, and how that sits alongside the usual Tailoring Talk mix of style, tech, cars, culture and general nonsense.From there, Roberto and Jon get into the rising cost of consumer technology, including MacBooks, iPads, Apple TV, games consoles, Steam hardware, PlayStation, Xbox and whether Apple's next wave of products could push more people into keeping older devices for longer. Roberto explains why he's trying to use what he already owns, including an old Canon DSLR and his Omega Seamaster, rather than constantly upgrading everything.They also talk Apple Watch battery life, the action button, Shazam, gaming, Nintendo Switch 2, the problems facing Xbox, and whether AI is quietly making every gadget more expensive.The second half moves through cycling, e-bikes, road bikes, mental health, summer fitness, Jon's camping dilemma, the brilliance of Sugar on Apple TV, Colin Farrell's wardrobe, Supergirl costume design, Tank Girl nostalgia, 007 First Light, and why combustion engine performance cars may suddenly be holding their value better than expected.There's also a look at Roberto's BMW M2, the reality of car ownership, salary sacrifice EVs, whether people actually need cars anymore, and why the answer depends entirely on your lifestyle.A wide-ranging, funny and very Tailoring Talk conversation covering Apple, AI, gadgets, gaming, watches, cameras, cycling, TV, films, cars, pets, camping and the strange business of trying to live a slightly more analogue life in an increasingly expensive digital world. Hosted on Acast. See acast.com/privacy for more information.

No Tippy Tappy Football with Sam Allardyce
'IT'S REALLY P*****D ME OFF!' Sam Allardyce's Reacts to Balogun MESS & Is Bellingham WORLD CLASS?

No Tippy Tappy Football with Sam Allardyce

Play Episode Listen Later Jul 6, 2026 37:05


The World Cup turns to the business end and England dispatch Mexico and look ahead to a crucial clash against Norway.Natalie & Sam sit down to discuss England's MASSIVE 3-2 victory against Mexico in the World Cup round of 16.The team begin by giving their reaction to England's 3-2 victory against Mexico, Tuchel's incredible game management as well as Jude Bellingham's brilliance.They then turn their attention to Anthony Gordon's resurgence against Mexico, where does Harry Kane rank against the world's elite strikers and why Haaland is so dangerous.There's also a deep discussion on Sam's XI to face Norway in the next round of the World Cup, why Reece James could get the nod if he's back to full fitness and how Nico O'Reilly has shone in the competition so far.To round things off, the duo chat about controversy surrounding referee's at the World Cup, FIFA's decision to overturn Florian Balogun's red card and Donald Trump's involvement.Make sure you Like, Comment & Subscribe & turn on notifications so you know when a new episode drops.

Patrick Boyle On Finance
The Real Reason European Cars Can't Compete

Patrick Boyle On Finance

Play Episode Listen Later Jul 5, 2026 26:01


Europe's automotive industry is facing a historic crisis as Volkswagen weighs unprecedented factory closures and massive job cuts. However, the root of the problem isn't just high energy costs or European bureaucracy—it's China Shock 2.0. With Chinese electric vehicle (EV) manufacturers building cars significantly faster and for thousands of euros less, traditional German automakers are rapidly losing market share both at home and abroad. This video analyzes the structural trade imbalances flooding the market with subsidized EVs, explains why laying off workers won't solve Volkswagen's €6,000 per-car cost gap, and examines whether new European Union tariffs will protect domestic manufacturing or simply trigger a costly global trade war.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Electrek
Tesla Model YL, Q2 deliveries, BMW iX5, and more

Electrek

Play Episode Listen Later Jul 3, 2026 62:40


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 launch of the Tesla Model YL, BMW iX5, and EV sales results for the second quarter.

Hard Parking Podcast
I LOVE THE US - Edgar Millan: Patriotism, EVs, Batman & Right to Repair | EP332

Hard Parking Podcast

Play Episode Listen Later Jul 3, 2026 65:14


EP 332: Edgar Millan on Patriotism, EVs, Batman Vigilante & Right to RepairJhae Pfenning starts with thoughts on declining American pride per Gallup, the "Mexican Batman" story, Trump's vehicle repair memo, and LeBron news. He welcomes friend Edgar Millan (OneAuto Movement, Arizona Adventure Group) for conversations on 4th of July meaning to immigrant families, EV road tripping, and community life.Authentic, conversational episode full of gratitude, real talk, and car-adjacent insights.Timestamps:00:00 Intro & Sponsors00:30 4th of July & Gallup Poll09:00 Mexican Batman Vigilante13:00 Trump Right to Repair Memo22:00 Edgar Millan Joins32:00 Holiday Reflections & Immigration40:00 EV Experiences & Road Trips55:00 Arizona Adventure Group & OneAuto1:00:00 Wrap-UpGuest: Edgar Millan (@AZ_M3who on Instagram - recently updated)Links: Gallup: https://news.gallup.com/poll/692150/american-pride-slips-new-low.aspx Batman Vigilante: https://www.visordown.com/news/mexican-batman-cleans-streets-duct-taping-bike-thieves-lampposts Trump Memo: https://www.whitehouse.gov/presidential-actions/2026/06/lowering-the-cost-of-living-by-promoting-the-freedom-to-fix/Contact: info@hardparking.com | www.hardparking.com | Patreon: patreon.com/hardparkingpodcastFollow: @hardparkingpod (IG) | @HardParking (YouTube) | @hard.parking.jhae (TikTok)Sponsors: Right Honda, Right Toyota, Arcus Foundry, Autocannon

Master The NEC Podcast
Master The NEC | Episode 66 | What is Different between Article 625 and 624 in 2026 NEC?

Master The NEC Podcast

Play Episode Listen Later Jul 2, 2026 70:20 Transcription Available


This episode we talk about the 2026 National Electrical Code and the major differences in Article 625 for Electric Vehicle Power Transfer System and Article 624 for Electric Self-Propelled Power Transfer Systems. In this podcast we will explain the difference between the two and where the lines are drawn for those electricians who will be working on both types of systems.Listen as Paul Abernathy, CEO, and Founder of Electrical Code Academy, Inc., the leading electrical educator in the country, discusses electrical code, electrical trade, and electrical business-related topics to help electricians maximize their knowledge and industry investment.If you are looking to learn more about the National Electrical Code, for electrical exam preparation, or to better your knowledge of the NEC then visits https://fasttraxsystem.com for all the electrical code training you will ever need by the leading electrical educator in the country with the best NEC learning program on the planet.Become a supporter of this podcast: https://www.spreaker.com/podcast/master-the-nec-podcast--1083733/support.Struggling with the National Electrical Code? Discover the real difference at Electrical Code Academy, Inc.—where you'll learn from the nation's most down-to-earth NEC expert who genuinely cares about your success. No fluff. No gimmicks. Just the best NEC training you'll actually remember.Visit https://FastTraxSystem.com to learn more.

Talking Cars (MP3)
Everything That's Wrong with the American Auto Industry

Talking Cars (MP3)

Play Episode Listen Later Jul 1, 2026 58:11


This week's episode tackles a long-running debate: are American cars inferior to their Asian and European counterparts? We break down the truth about Ford, GM, Stellantis, and Tesla, and how they stack up to Toyota, Honda, and other top automakers, revealing how performance and reliability drive our ratings. Plus: why the American dealership model is still so frustrating, Chinese EV competition, expert tips for negotiating the best price on a new or used car, and how to avoid costly add-ons. We also answer a viewer question about what we think American cars do better than the competition.   Join CR at https://CR.org/joinviaYT to access our comprehensive ratings for items you use every day. CR is a mission-driven, independent, nonprofit organization.     SHOW NOTES ----------------------------------- 00:00 Intro 00:15 Do Consumer Reports Hate American Cars? 00:55 The Myth About American Car Reliability 03:56 What Is an "American-Made" Car? 09:33 Why Consumer Choice Matters 12:37 Chinese EVs and the Future of the Auto Industry 20:26 Why Do Detroit Automakers Struggle With Reliability? 28:05 EVs vs. Hybrids: What's Next? 33:16 Why Buying a Car Is Still So Hard 35:42 Dealership Tips: Avoid Costly Add-Ons 42:06 The Future of the U.S. Auto Market 51:13 Audience Question: What Do American Cars Do Better?     ----------------------------------  Best cars, SUVs, and Trucks from American Brands https://www.consumerreports.org/cars/cars-best-american-cars-suvs-trucks-a1034107548/?EXTKEY=YSOCIAL_YT   Best cars made in the USA https://www.consumerreports.org/cars/best-cars-made-in-the-usa-a7966845571/?EXTKEY=YSOCIAL_YT   Who Makes the Most Reliable New Cars? https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/who-makes-the-most-reliable-cars-a7824554938/?EXTKEY=YSOCIAL_YT   Which Brands Make the Best Cars? https://www.consumerreports.org/cars/cars-driving/which-car-brands-make-the-best-vehicles-a6159221985/?EXTKEY=YSOCIAL_YT   How to buy a new car in today's high-priced market https://www.consumerreports.org/cars/buying-a-car/how-to-buy-a-car-in-todays-challenging-market-a7648220054/?EXTKEY=YSOCIAL_YT   Chinese-made cars are already here. https://www.consumerreports.org/cars/automotive-industry/chinese-made-cars-in-us-market-a3786571662/?EXTKEY=YSOCIAL_YT   Most and least satisfying hybrids, PHEVs, and EVs https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/most-and-least-satisfying-electric-vehicles-and-hybrids-a2825600877/?EXTKEY=YSOCIAL_YT   How do hybrid cars work? https://www.consumerreports.org/cars/hybrids-evs/how-do-hybrid-cars-work-a1034181509/?EXTKEY=YSOCIAL_YT   Find an efficient vehicle that's right for you https://www.consumerreports.org/cars/hybrids-evs/buying-guide/?EXTKEY=YSOCIAL_YT   What to know when buying a new car https://www.consumerreports.org/cars/new-cars/buying-guide/?EXTKEY=YSOCIAL_YT   Best Cars Under $30K https://www.consumerreports.org/cars/best-new-cars-under-30000-dollars-a6574737993/?EXTKEY=YSOCIAL_YT   Best new-car deals for July Fourth https://www.consumerreports.org/cars/buying-a-car/best-new-car-deals-for-july-4th-a1191663902/?EXTKEY=YSOCIAL_YT

Talking Cars (HQ)
Everything That's Wrong with the American Auto Industry

Talking Cars (HQ)

Play Episode Listen Later Jul 1, 2026 58:11


This week's episode tackles a long-running debate: are American cars inferior to their Asian and European counterparts? We break down the truth about Ford, GM, Stellantis, and Tesla, and how they stack up to Toyota, Honda, and other top automakers, revealing how performance and reliability drive our ratings. Plus: why the American dealership model is still so frustrating, Chinese EV competition, expert tips for negotiating the best price on a new or used car, and how to avoid costly add-ons. We also answer a viewer question about what we think American cars do better than the competition.   Join CR at https://CR.org/joinviaYT to access our comprehensive ratings for items you use every day. CR is a mission-driven, independent, nonprofit organization.     SHOW NOTES ----------------------------------- 00:00 Intro 00:15 Do Consumer Reports Hate American Cars? 00:55 The Myth About American Car Reliability 03:56 What Is an "American-Made" Car? 09:33 Why Consumer Choice Matters 12:37 Chinese EVs and the Future of the Auto Industry 20:26 Why Do Detroit Automakers Struggle With Reliability? 28:05 EVs vs. Hybrids: What's Next? 33:16 Why Buying a Car Is Still So Hard 35:42 Dealership Tips: Avoid Costly Add-Ons 42:06 The Future of the U.S. Auto Market 51:13 Audience Question: What Do American Cars Do Better?     ----------------------------------  Best cars, SUVs, and Trucks from American Brands https://www.consumerreports.org/cars/cars-best-american-cars-suvs-trucks-a1034107548/?EXTKEY=YSOCIAL_YT   Best cars made in the USA https://www.consumerreports.org/cars/best-cars-made-in-the-usa-a7966845571/?EXTKEY=YSOCIAL_YT   Who Makes the Most Reliable New Cars? https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/who-makes-the-most-reliable-cars-a7824554938/?EXTKEY=YSOCIAL_YT   Which Brands Make the Best Cars? https://www.consumerreports.org/cars/cars-driving/which-car-brands-make-the-best-vehicles-a6159221985/?EXTKEY=YSOCIAL_YT   How to buy a new car in today's high-priced market https://www.consumerreports.org/cars/buying-a-car/how-to-buy-a-car-in-todays-challenging-market-a7648220054/?EXTKEY=YSOCIAL_YT   Chinese-made cars are already here. https://www.consumerreports.org/cars/automotive-industry/chinese-made-cars-in-us-market-a3786571662/?EXTKEY=YSOCIAL_YT   Most and least satisfying hybrids, PHEVs, and EVs https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/most-and-least-satisfying-electric-vehicles-and-hybrids-a2825600877/?EXTKEY=YSOCIAL_YT   How do hybrid cars work? https://www.consumerreports.org/cars/hybrids-evs/how-do-hybrid-cars-work-a1034181509/?EXTKEY=YSOCIAL_YT   Find an efficient vehicle that's right for you https://www.consumerreports.org/cars/hybrids-evs/buying-guide/?EXTKEY=YSOCIAL_YT   What to know when buying a new car https://www.consumerreports.org/cars/new-cars/buying-guide/?EXTKEY=YSOCIAL_YT   Best Cars Under $30K https://www.consumerreports.org/cars/best-new-cars-under-30000-dollars-a6574737993/?EXTKEY=YSOCIAL_YT   Best new-car deals for July Fourth https://www.consumerreports.org/cars/buying-a-car/best-new-car-deals-for-july-4th-a1191663902/?EXTKEY=YSOCIAL_YT