Podcasts about evs

The guys contemplate the question of ‘peak car.' When were cars from each manufacturer at their very best, and will they peak again? Then, Kevin K. Is conflicted about Mustangs and wants a new GT, but isn't sure what's for him. Jason Z. in MI is sold on EVs and wants to pay cash, but what's available for $30k that's good? Car conclusions include updates about test drives and the $1 car. 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 00:19 - Alpine A110 To Become An EV 04:10 - Scout Motors Needs More Time 09:38 - Topic Tuesday: “Peak Car” For Each Brand (A - D) 14:35 - Paul's List Of Peak Cars (A - D) 31:06 - Todd's List Of Peak Cars (A - D) 56:49 - EDD & HOD Events March 2026 And Beyond 59:32 - Car Debate #1: Feeling Conflicted About Mustangs 1:11:31 - Car Debate #2: Sold On EVs 1:23:32 - Car Conclusion #1: We're In The Back Of Your Mind 1:26:31 - Car Conclusion #2: The $1 Car Update 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

Episode Description: What's your go-to comfort food when you need a little nostalgia—or a snow day treat?

What do jailbreaking fighter jets, lost Amazon vans, and swapping your phone's smart features for a handful of mud have in common? TWiT dives into the wild, occasionally absurd future of tech, where yesterday's sci-fi is tomorrow's supply-chain headache. Mark Zuckerberg and his Ray-Ban entourage have their day in court Instagram Boss Says 16 Hours of Daily Use Is Not Addiction Meta Begins $65 Million Election Push To Advance AI Agenda - Slashdot Australia's Social Media Ban Is Isolating Kids With Disabilities—Just Like Critics Warned Google I/O 2026 set for May 19-20 Pixel 10A hands-on: More like a slightly better Pixel 9A than a slightly worse Pixel 10 Google announces Gemini 3.1 Pro, says it's better at complex problem-solving Tucson Daily Brief Leaked Email Suggests Ring Plans to Expand 'Search Party' Surveillance Beyond Dogs A $10K+ bounty is waiting for anyone who can unplug Ring doorbells from Amazon’s cloud Amazon delivery van accidentally gets stuck in the sea in Britain Tesla 'Robotaxi' adds 5 more crashes in Austin in a month – 4x worse than humans Government Docs Reveal New Details About Tesla and Waymo Robotaxis' Human Babysitters The Supreme Court's Tariff Ruling Won't Bring Car Prices Back to Earth A flood of cheap used EVs is coming Signal guide for everyday folks PayPal discloses data breach that exposed user info for 6 months Federal ban on TP-Link routers shelved, but Texas fights on You probably can't trust your password manager if it's compromised Mississippi health system shuts down clinics statewide after ransomware attack Fake Job Recruiters Hid Malware In Developer Coding Challenges F-35 Software Could Be Jailbreaked Like an IPhone: Dutch Defense Minister - Slashdot In a blind test, audiophiles couldn't tell the difference between audio signals sent through copper wire, a banana, or wet mud — 'The mud should sound perfectly awful, but it doesn't,' notes the experiment creator | Tom's Hardware Lab-Grown Meat Exists (But Nobody Wants To Eat It) CERN rebuilt the original browser from 1989 Host: Leo Laporte Guests: Sam Abuelsamid, Fr. Robert Ballecer, SJ, and Nicholas De Leon Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/twit365 threatlocker.com/twit expressvpn.com/twit meter.com/twit shopify.com/twit

Is regulation slowing down affordable EVs and can iconic small cars help fix it?! In this episode of the Everything Electric Podcast, Imogen Bhogal sits down with Fabrice Cambolive, CEO of the Renault brand and Chief Growth Officer, at Renault's Techno Centre outside Paris. They discuss what it will really take to make electric vehicles affordable in Europe; from the rebirth of the Renault Twingo to the regulatory changes shaping the industry. Fabrice reveals that 25% of Renault's engineering capacity is currently focused on navigating shifting European regulations, arguing that greater stability (without compromising safety) would allow manufacturers to concentrate on lowering costs for consumers. The conversation also explores the proposed M1E category for compact EVs under 4.2 metres, potentially Europe's answer to Japan's kei cars, and why Renault has decided to continue pursuing hybrids alongside fully electric models. Finally, Fabrice explains why bringing back icons like the Renault 5, Renault 4, and Twingo is about more than nostalgia and is all about trust, loyalty, and long-term value in an increasingly competitive market (ergo. China..) 00:00 Intro & Welcome 01:42 What does CEO of the Brand mean? 06:08 Why Renault is still thinking about hybrids 08:48 "Pluggable" vs. "Non-pluggable" customers 13:11 The M1E Category: Europe's answer to the Kei car? 15:43 Why regulations drive up EV costs 17:05 Why the Renault Zoe was discontinued 20:52 Reimagining the Twingo 25:24 Leveraging nostalgia and icons 32:17 Renault vs. Dacia: Managing the brand overlap 35:58 The future of Vehicle-to-Grid (V2G) 41:04 Fabrice's 2026 geopolitical magic wish Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #EverythingElectric #ElectricVehicles #EV #AffordableEV #Renault #Renault5 #Renault4 #Twingo #ElectricCars #EVNews #FutureOfMobility #CleanTransport #SustainableTransport #EuropeanEV #CityEV #SmallCars #EVPolicy #AutoIndustry #MobilityInnovation #EnergyTransition #EVPodcast

What do jailbreaking fighter jets, lost Amazon vans, and swapping your phone's smart features for a handful of mud have in common? TWiT dives into the wild, occasionally absurd future of tech, where yesterday's sci-fi is tomorrow's supply-chain headache. Mark Zuckerberg and his Ray-Ban entourage have their day in court Instagram Boss Says 16 Hours of Daily Use Is Not Addiction Meta Begins $65 Million Election Push To Advance AI Agenda - Slashdot Australia's Social Media Ban Is Isolating Kids With Disabilities—Just Like Critics Warned Google I/O 2026 set for May 19-20 Pixel 10A hands-on: More like a slightly better Pixel 9A than a slightly worse Pixel 10 Google announces Gemini 3.1 Pro, says it's better at complex problem-solving Tucson Daily Brief Leaked Email Suggests Ring Plans to Expand 'Search Party' Surveillance Beyond Dogs A $10K+ bounty is waiting for anyone who can unplug Ring doorbells from Amazon’s cloud Amazon delivery van accidentally gets stuck in the sea in Britain Tesla 'Robotaxi' adds 5 more crashes in Austin in a month – 4x worse than humans Government Docs Reveal New Details About Tesla and Waymo Robotaxis' Human Babysitters The Supreme Court's Tariff Ruling Won't Bring Car Prices Back to Earth A flood of cheap used EVs is coming Signal guide for everyday folks PayPal discloses data breach that exposed user info for 6 months Federal ban on TP-Link routers shelved, but Texas fights on You probably can't trust your password manager if it's compromised Mississippi health system shuts down clinics statewide after ransomware attack Fake Job Recruiters Hid Malware In Developer Coding Challenges F-35 Software Could Be Jailbreaked Like an IPhone: Dutch Defense Minister - Slashdot In a blind test, audiophiles couldn't tell the difference between audio signals sent through copper wire, a banana, or wet mud — 'The mud should sound perfectly awful, but it doesn't,' notes the experiment creator | Tom's Hardware Lab-Grown Meat Exists (But Nobody Wants To Eat It) CERN rebuilt the original browser from 1989 Host: Leo Laporte Guests: Sam Abuelsamid, Fr. Robert Ballecer, SJ, and Nicholas De Leon Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/twit365 threatlocker.com/twit expressvpn.com/twit meter.com/twit shopify.com/twit

What do jailbreaking fighter jets, lost Amazon vans, and swapping your phone's smart features for a handful of mud have in common? TWiT dives into the wild, occasionally absurd future of tech, where yesterday's sci-fi is tomorrow's supply-chain headache. Mark Zuckerberg and his Ray-Ban entourage have their day in court Instagram Boss Says 16 Hours of Daily Use Is Not Addiction Meta Begins $65 Million Election Push To Advance AI Agenda - Slashdot Australia's Social Media Ban Is Isolating Kids With Disabilities—Just Like Critics Warned Google I/O 2026 set for May 19-20 Pixel 10A hands-on: More like a slightly better Pixel 9A than a slightly worse Pixel 10 Google announces Gemini 3.1 Pro, says it's better at complex problem-solving Tucson Daily Brief Leaked Email Suggests Ring Plans to Expand 'Search Party' Surveillance Beyond Dogs A $10K+ bounty is waiting for anyone who can unplug Ring doorbells from Amazon’s cloud Amazon delivery van accidentally gets stuck in the sea in Britain Tesla 'Robotaxi' adds 5 more crashes in Austin in a month – 4x worse than humans Government Docs Reveal New Details About Tesla and Waymo Robotaxis' Human Babysitters The Supreme Court's Tariff Ruling Won't Bring Car Prices Back to Earth A flood of cheap used EVs is coming Signal guide for everyday folks PayPal discloses data breach that exposed user info for 6 months Federal ban on TP-Link routers shelved, but Texas fights on You probably can't trust your password manager if it's compromised Mississippi health system shuts down clinics statewide after ransomware attack Fake Job Recruiters Hid Malware In Developer Coding Challenges F-35 Software Could Be Jailbreaked Like an IPhone: Dutch Defense Minister - Slashdot In a blind test, audiophiles couldn't tell the difference between audio signals sent through copper wire, a banana, or wet mud — 'The mud should sound perfectly awful, but it doesn't,' notes the experiment creator | Tom's Hardware Lab-Grown Meat Exists (But Nobody Wants To Eat It) CERN rebuilt the original browser from 1989 Host: Leo Laporte Guests: Sam Abuelsamid, Fr. Robert Ballecer, SJ, and Nicholas De Leon Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/twit365 threatlocker.com/twit expressvpn.com/twit meter.com/twit shopify.com/twit

What do jailbreaking fighter jets, lost Amazon vans, and swapping your phone's smart features for a handful of mud have in common? TWiT dives into the wild, occasionally absurd future of tech, where yesterday's sci-fi is tomorrow's supply-chain headache. Mark Zuckerberg and his Ray-Ban entourage have their day in court Instagram Boss Says 16 Hours of Daily Use Is Not Addiction Meta Begins $65 Million Election Push To Advance AI Agenda - Slashdot Australia's Social Media Ban Is Isolating Kids With Disabilities—Just Like Critics Warned Google I/O 2026 set for May 19-20 Pixel 10A hands-on: More like a slightly better Pixel 9A than a slightly worse Pixel 10 Google announces Gemini 3.1 Pro, says it's better at complex problem-solving Tucson Daily Brief Leaked Email Suggests Ring Plans to Expand 'Search Party' Surveillance Beyond Dogs A $10K+ bounty is waiting for anyone who can unplug Ring doorbells from Amazon’s cloud Amazon delivery van accidentally gets stuck in the sea in Britain Tesla 'Robotaxi' adds 5 more crashes in Austin in a month – 4x worse than humans Government Docs Reveal New Details About Tesla and Waymo Robotaxis' Human Babysitters The Supreme Court's Tariff Ruling Won't Bring Car Prices Back to Earth A flood of cheap used EVs is coming Signal guide for everyday folks PayPal discloses data breach that exposed user info for 6 months Federal ban on TP-Link routers shelved, but Texas fights on You probably can't trust your password manager if it's compromised Mississippi health system shuts down clinics statewide after ransomware attack Fake Job Recruiters Hid Malware In Developer Coding Challenges F-35 Software Could Be Jailbreaked Like an IPhone: Dutch Defense Minister - Slashdot In a blind test, audiophiles couldn't tell the difference between audio signals sent through copper wire, a banana, or wet mud — 'The mud should sound perfectly awful, but it doesn't,' notes the experiment creator | Tom's Hardware Lab-Grown Meat Exists (But Nobody Wants To Eat It) CERN rebuilt the original browser from 1989 Host: Leo Laporte Guests: Sam Abuelsamid, Fr. Robert Ballecer, SJ, and Nicholas De Leon Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/twit365 threatlocker.com/twit expressvpn.com/twit meter.com/twit shopify.com/twit

Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn't elevated. It's systemic.  But this isn't just another commodity cycle. These metals sit at the core of the energy transition. They're embedded in batteries, EVs, transmission lines, datacenters, wind turbines, and solar modules. When they move, the entire transition complex moves with them.  So, what are we really looking at? Is this a positioning squeeze in thin markets? Or the early tremors of a structural repricing?  The divide is clear. At The Carlyle Group, Jeff Currie argues we're only “on the foothills of the Himalayas” — the early stage of a structural supercycle driven by electrification, grid build-out, and constrained supply. Ed Morse pushes back. High prices cure high prices. Capital flows. Supply responds. Markets rebalance. Cycles end the way they always have. Two very different frameworks. One structural. One cyclical.  To cut through the noise, Laurent and Gerard sit down with Matt Fernley, Managing Director at Battery Materials Review and Partner at RK Equity. They dissect what's actually driving these rallies — inventory tightness, permitting bottlenecks, capital discipline, geopolitics, demand elasticity.  They confront the supply question head-on: Can new production realistically catch up — on time, on budget, and at scale? And they explore the technologies that could reshape the curve — from the re-emergence of direct lithium extraction (DLE) to the accelerating development of sodium-ion batteries.  This isn't just about price volatility. It's about whether the energy transition is entering a new cost regime. Because if these inputs are structurally repricing, everything downstream changes. And if they aren't — the unwind could be just as violent.----Link to the report by the Volta Foundationhttps://volta.foundation/battery-report-2025/

Shoot us a Text.Episode #1276: The 2026 dealer census shows fewer franchise points but stronger per-store sales. Tesla resale values rise while other EVs slide post-tax-credit. And consumers are shifting away from big-ticket purchases, focusing instead on repairs, durability and value.The latest Automotive News dealer census shows a network that's slimming down—but getting stronger. As OEMs right-size their footprints, throughput is climbing and single-brand stores are on the rise.The U.S. starts 2026 with 18,300 dealerships—just 11 fewer than last year—but total franchise points dropped 1.5% to 29,387.Exclusive, single-brand stores rose 1.2% to 13,351 locations as automakers continue network consolidation strategies.Buick (-20%), Lincoln (-9.9%) and Jaguar (-25%) all shrank networks intentionally, boosting per-store performance in the process.Average franchise throughput across the industry climbed 4.1% to 532 vehicles in 2025, with Toyota leading at 1,736 units per store, up 8%.19 brands improved throughput in 2025 — but 24 saw declines, including 12 brands down more than 10%. As networks shrink, the gap between healthy franchises and struggling ones is widening fast.When the $7,500 EV tax credit disappeared, most used EV prices fell. Except Tesla. While mainstream electric models lost value and OEMs started discounting hard, Tesla resale prices actually climbed — changing the whole picture.Used Tesla prices rose 4.3% since the credit ended, while other used EVs dropped an average of 3.6%.Because Tesla makes up such a big slice of the market, overall used EV prices actually rose 3.5% — but that's a bit of a mirage.Lower-cost EVs like the Kona Electric, ID.4, Niro EV and Mach-E all lost around 5–6% in just a few months. The Porsche Taycan was the only non-Tesla model to see a price increase, at 4.1%Used EV market share fell 20% in four months, suggesting mainstream buyers aren't rushing in — even with heavy new-EV discounts.Consumers are still spending — just not on the big stuff. Higher interest rates and tight housing turnover pushed shoppers towards smaller upgrades and essential repairs in 2025 — a trend expected to continue through 2026.Spending slowed across income groups late in 2025, especially households under $40K and over $150K.Large discretionary purchases like furniture and mattresses slowed sharply, while décor, kitchen items and maintenance held up.Home improvement spending softened for a third straight year but remains above pre-pandemic levels.Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

What do jailbreaking fighter jets, lost Amazon vans, and swapping your phone's smart features for a handful of mud have in common? TWiT dives into the wild, occasionally absurd future of tech, where yesterday's sci-fi is tomorrow's supply-chain headache. Mark Zuckerberg and his Ray-Ban entourage have their day in court Instagram Boss Says 16 Hours of Daily Use Is Not Addiction Meta Begins $65 Million Election Push To Advance AI Agenda - Slashdot Australia's Social Media Ban Is Isolating Kids With Disabilities—Just Like Critics Warned Google I/O 2026 set for May 19-20 Pixel 10A hands-on: More like a slightly better Pixel 9A than a slightly worse Pixel 10 Google announces Gemini 3.1 Pro, says it's better at complex problem-solving Tucson Daily Brief Leaked Email Suggests Ring Plans to Expand 'Search Party' Surveillance Beyond Dogs A $10K+ bounty is waiting for anyone who can unplug Ring doorbells from Amazon’s cloud Amazon delivery van accidentally gets stuck in the sea in Britain Tesla 'Robotaxi' adds 5 more crashes in Austin in a month – 4x worse than humans Government Docs Reveal New Details About Tesla and Waymo Robotaxis' Human Babysitters The Supreme Court's Tariff Ruling Won't Bring Car Prices Back to Earth A flood of cheap used EVs is coming Signal guide for everyday folks PayPal discloses data breach that exposed user info for 6 months Federal ban on TP-Link routers shelved, but Texas fights on You probably can't trust your password manager if it's compromised Mississippi health system shuts down clinics statewide after ransomware attack Fake Job Recruiters Hid Malware In Developer Coding Challenges F-35 Software Could Be Jailbreaked Like an IPhone: Dutch Defense Minister - Slashdot In a blind test, audiophiles couldn't tell the difference between audio signals sent through copper wire, a banana, or wet mud — 'The mud should sound perfectly awful, but it doesn't,' notes the experiment creator | Tom's Hardware Lab-Grown Meat Exists (But Nobody Wants To Eat It) CERN rebuilt the original browser from 1989 Host: Leo Laporte Guests: Sam Abuelsamid, Fr. Robert Ballecer, SJ, and Nicholas De Leon Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/twit365 threatlocker.com/twit expressvpn.com/twit meter.com/twit shopify.com/twit

From hotels on petrol (gas) station forecourts in Thailand to Singapore's ingenious tourism match-making scheme... On our fast-paced Start The Week show, Gary and Hannah stop over in Malaysia, Thailand, Vietnam, Singapore, the Philippines and India in search of the answers to travel's big questions. We begin by discussing ASEAN representation on the Gaza Board of Peace, aircraft orders tied to tariff negotiations and whether the Indonesia-US trade deals still stands. Plus, can Malaysia become "Asia Pacific's most connected nation" by 2030? Why is Farm Tourism sowing collaborative seeds in the Philippines? And Why is Vietnam emerging as a hot vegetarian destination for Indian tourists? Plus, why are we talking about Aunties Not Algorithms? And will more South East Asian countries convert petrol (gas) stations into hotels as the region transitions to EVs?

Chris Holman welcomes Dr. Scott Grasman – Dean, College of Engineering & Computer Science, Kettering University, Flint, MI. For those who aren't familiar with it yet, what is the GM Mobility Research Center, and why is it such a unique asset for Kettering and the auto industry? From a business and innovation standpoint, what kinds of real-world testing and use cases can companies and researchers support at the MRC? How does having a 24-hour, year-round testing facility on a college campus change the way applied mobility research gets done? What role does the MRC play in connecting faculty research with industry needs, especially in areas like autonomous vehicles, EVs, and AI? How does hands-on access to a facility like this better prepare students for careers in engineering and mobility-related industries? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

What do jailbreaking fighter jets, lost Amazon vans, and swapping your phone's smart features for a handful of mud have in common? TWiT dives into the wild, occasionally absurd future of tech, where yesterday's sci-fi is tomorrow's supply-chain headache. Mark Zuckerberg and his Ray-Ban entourage have their day in court Instagram Boss Says 16 Hours of Daily Use Is Not Addiction Meta Begins $65 Million Election Push To Advance AI Agenda - Slashdot Australia's Social Media Ban Is Isolating Kids With Disabilities—Just Like Critics Warned Google I/O 2026 set for May 19-20 Pixel 10A hands-on: More like a slightly better Pixel 9A than a slightly worse Pixel 10 Google announces Gemini 3.1 Pro, says it's better at complex problem-solving Tucson Daily Brief Leaked Email Suggests Ring Plans to Expand 'Search Party' Surveillance Beyond Dogs A $10K+ bounty is waiting for anyone who can unplug Ring doorbells from Amazon’s cloud Amazon delivery van accidentally gets stuck in the sea in Britain Tesla 'Robotaxi' adds 5 more crashes in Austin in a month – 4x worse than humans Government Docs Reveal New Details About Tesla and Waymo Robotaxis' Human Babysitters The Supreme Court's Tariff Ruling Won't Bring Car Prices Back to Earth A flood of cheap used EVs is coming Signal guide for everyday folks PayPal discloses data breach that exposed user info for 6 months Federal ban on TP-Link routers shelved, but Texas fights on You probably can't trust your password manager if it's compromised Mississippi health system shuts down clinics statewide after ransomware attack Fake Job Recruiters Hid Malware In Developer Coding Challenges F-35 Software Could Be Jailbreaked Like an IPhone: Dutch Defense Minister - Slashdot In a blind test, audiophiles couldn't tell the difference between audio signals sent through copper wire, a banana, or wet mud — 'The mud should sound perfectly awful, but it doesn't,' notes the experiment creator | Tom's Hardware Lab-Grown Meat Exists (But Nobody Wants To Eat It) CERN rebuilt the original browser from 1989 Host: Leo Laporte Guests: Sam Abuelsamid, Fr. Robert Ballecer, SJ, and Nicholas De Leon Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/twit365 threatlocker.com/twit expressvpn.com/twit meter.com/twit shopify.com/twit

How are we preparing the next generation of energy professionals? Kieran Graham, student of the Sustainable and Renewable Energy Engineering program at Carleton University, is set to embark on his career in the energy sector. Kieran joins thinkenergy to chat about his studies, from thermodynamics to power generation, regulatory to economic aspects, and what's on the horizon for the industry and his future. Listen in for a fresh perspective on the future of energy with a next-gen energy professional. Related links: Sustainable and Renewable Energy Engineering program, Carleton University: https://admissions.carleton.ca/programs/sustainable-and-renewable-energy-engineering/ APEX Lab, Carleton University: https://carleton.ca/apex/ Kieran Graham on LinkedIn: https://www.linkedin.com/in/kierangraham1/ Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114 Hydro Ottawa: https://hydroottawa.com/en To subscribe using Apple Podcasts: https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405 To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl To subscribe on Libsyn: http://thinkenergy.libsyn.com/  - Transcript: Trevor Freeman  00:07 Welcome to thinkenergy, a podcast that dives into the fast, changing world of energy through conversations with industry leaders, innovators and people on the front lines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional and up and coming facets of the energy industry. If you have any thoughts, feedback or ideas for topics we should cover, please reach out to us at think energy at hydro ottawa.com, hi everyone and welcome back. We know that we are already in this period of change that we call the energy transition, but this is not a short term thing. We will be in this period of change for years and likely decades to come. And that means that the next generation of energy professionals, so engineers, policy experts, customer focused, people, finance and so on and so on, they might spend their entire careers working on this. So I thought it would be interesting to check in with someone who's just about to enter the workforce to find out how we're preparing that next generation to dive head first into this challenge and hopefully bring innovative and exciting solutions to the table. This is a career and society defining challenge. This is something that we'll be focusing on for many, many years to come. So I really wanted to understand what is that next generation learning. Now I'm sure you'd all agree that what you learn in your formal schooling is only one small part of the knowledge base and skill set that is important for contributing in a meaningful way. I know that the things I became really excited about and passionate about as I was getting through my engineering degree really helped set my course and have led me to where I am today, and definitely was not the course I thought I was on when I started engineering school. And for the record, these things that I became really passionate exciting about weren't, you know, the fluid dynamics and soil mechanics and thermodynamics and all these courses I was taking. It was the concepts and the way of thinking and the things I became passionate about. So all that being said, I'm pretty excited today to talk to my guests about what he has been learning and how he thinks that's setting him up for a career focused on energy. Kieran Graham is in his final year of his degree at Carleton University here in Ottawa, and he's in the sustainable and renewable energy engineering program. I love the fact that we have a whole focus program on clean and renewable energy, that's fantastic. Kieran is the president of the Sustainable and Renewable Engineering Society, and he helps organize academic social and networking events for students in that program and others that are interested in sustainable and renewable energy. He has worked with the apex lab at Carleton, doing research on various carbon capture technologies, and he was also the organizer, or one of the organizers, for the 2026 Ontario Engineering Competition. Kieran Graham, welcome to the show.   Kieran Graham  02:48 Thanks a lot for having me. I'm excited.   Trevor Freeman  02:50 So Kieran, let's start with a little bit of background on your program at University. So you're in the Sustainable and Renewable Energy Engineering program at Carleton University. Tell us a little bit about what that program is and what you focus on.   Kieran Graham  03:03 Yeah, so I will admit it's a little confusing at first, like Sustainable and Renewable Energy Engineering, the long name, and then we have two streams. So one's called Smart Technologies for Power Generation Distribution, the other one's about efficient energy conversion. So the easiest way to actually differentiate these two is electrical and mechanical. So smart technologies is electrical efficient conversion is a more mechanical. So like, if you have know anything about engineering disciplines, it's electrical and mechanical.   Trevor Freeman  03:35 Gotcha   Kieran Graham  03:36 Also, by the way, SREE is short form for sustainable renewable energy engineering, just to save us some fumbling over our words, in the future, perfect.   Trevor Freeman  03:45 This is a very acronym heavy podcast at time, so I appreciate you spelling that out for us. So when we when we hear SREE, you're talking about the program, gotcha. So give us an idea of, like, what's the focus of the program more broadly?   Kieran Graham  03:58 Yeah, so like, I'm in the electrical stream. So I take a lot of different courses at the beginning, ranging from fluid mechanics, and we take electrical courses like circuits and signals and just Electronics One. But then we also later take courses that are more SREE specific, that are more focused on learning how we are using thermodynamics to then put it through as a turbine and then create that energy. And then, how is it work, specifically with a nuclear power plant, or we even learn a little bit about natural gas, but just for context. And then, how does that differ from generating electricity with wind in a wind turbine. It's pretty similar, but like, how where's the difference? And like, how do we apply that in different scenarios?   Trevor Freeman  04:48 Got you so if I could say that back to you. You know, when I was in energy or engineering school, I learned a lot about those fundamentals. I learned, we know, we did thermodynamics, we did all that kind. Of stuff we just mentioned, but the application to power generation, and the renewable aspect of it, the sustainability side, that was all stuff I learned later in my career. You're building that into your programs. Kind of built that into what you're learning. So you're learning the more traditional engineering side of things, the thermodynamics and how this stuff works, but in the context of power generation, I assume, you know, like application of power generation, like how the grid works, things like that.   Kieran Graham  05:28 Yeah, exactly. So we take a little bits of courses that other programs will take, and then I got, first we're taking those same courses, and then we take other courses that are really specific, and we apply them to sustainable and renewable energy engineering. The other thing is, later in our degree, we also apply things on a more higher level, like energy is kind of like a high level topic. There's so many things that are happening and there's a lot of regulatory and economic aspects to it. So we have to look at, like, the energy market and like, yes, like nuclear fusion is like a great option if it works and if it's economically viable. And you know, nuclear has its own regulatory aspect, so we have that coverage of information and knowledge later in the years.   Trevor Freeman  06:17 Gotcha so. And for our listeners out there who are not kind of engineering nerds like Kieran and I. One of the things how I describe engineering more broadly is that it's sort of a systems thinking approach to things. So understanding, what are my inputs? What's the result of those inputs? What does that mean for the output? What are the feedback loops? And so what I'm hearing you say, Kieran, is that it's bringing that into the energy sector, the energy industry, which is fantastic, like, really exciting to hear that this is, this is what you're learning, and this is what the next sort of generation of engineers is being taught right now. How did you end up in this program? What drew you to this particular field of engineering?   Kieran Graham  07:01 Yeah, so it's a little complicated, because when I applied to university, I knew I wanted to stay in Ottawa, and my parents both went to Carleton. My grandpa worked at Carleton like when it was first established, so I had deep roots there. And in my mind, Carleton is a superior University in Ottawa. I know that's controversial, but, you know, it's okay. But anyways, I applied to three different engineerings at Carleton, and my first choice was actually aerospace engineering, because in high school, it was kind of like a this was the prestige of making aerospace engineering. And I actually got in and my first year I was in aerospace engineering, but at Carleton, first year, engineering is all general. So after first year, I decided that my goals, and I don't want to talk down to my aerospace colleagues, but my morals and my aspirations were more set towards a sustainable and renewable energy engineering focus. So sustainable renewable energy engineering was my second choice going into Carleton, so it's a pretty easy switch in second year, but from my childhood, I had an aunt who worked for Greenpeace Canada and also just learning about sustainability in my house and at school, this just seemed like a natural, good choice.   Trevor Freeman  08:28 My journey, and we won't get into the details of my journey, but it echoes that a lot of kind of having an idea going into engineering school and at some point, realizing that maybe this doesn't line up with my values, or what I want to do, the impact that I want to have. And that kind of gets into my next question of, you know, generally, the engineering profession is built around having an impact, a positive impact on society, on people, and using a, like I said, systems thinking approach to that. That's sort of the bar that we try and live up to. So, you know, you talked about wanting to have an impact. What does that impact me? Or what is having a positive impact mean for you, and how do you see yourself contributing as you're nearing the end of your education, at least formal education side of your undergrad?   Kieran Graham  09:14 Yeah, so I actually just took my engineering professional practices course, which I learned about the code of ethics and how the engineers duty is paramount to serving the public. And I think that actually really resonated with me as much as you know, the course is a lot of just talking about regulatory stuff, it actually was refreshing and good to hear that that's like the regulatory view on what engineering should be, because my personal goals are very much to have a positive and strong impact on society, and specifically like my local community. You know, my family's deeply rooted in Ottawa, so I want to have a good, positive impact. Impact on Ottawa. So I guess when I switched from aerospace to sustainable energy, I decided that, like, there's a climate crisis right now, and I just saw the opportunity to create a large positive impact within engineering, which I was really enjoying and helped solve those problems of having that net zero or clean energy solution, which was being so, like, stressed upon within, like, my whole life,   Trevor Freeman  10:31 That's great, yeah. I mean, it's, it's definitely, in my opinion, and I think this has been echoed a lot on this podcast, is, you know, the energy transition, the climate crisis, and sort of our reaction to that is definitely, the defining challenge of our of our time right now, and certainly, certainly your career, probably moving forward in this field. So looking at the energy transition, what skills or knowledge do you think you've developed throughout the last couple of years in your undergrad that have prepared you to contribute to this. You know, rapidly changing industry that the electricity sector, the energy sector of today is not the same as it was five years ago, and it won't be the same in five years. So coming into it at this point, what do you think you're bringing to the table that's going to help contribute to that?   Kieran Graham  11:23 Yeah. So, I mean, it's the whole point of the program. And you know, people running, I'll shout out Ahmed Abdullah, a professor who's really been heading the SREE  program. And so the, really, the big goal of SREE is like to be multidisciplinary, and being able to approach all the different aspects of this climate crisis and energy transition. You need to be able to understand how, like, I said, like the mechanical thermodynamics and fluid dynamics work, but also understand how a electric generator works, and then how transmission works, and need to understand, like, what's the point of creating solar in the desert, if you have to then transfer it all the way to, I don't know, somewhere in Europe, or something like, those are the large scale aspects that you need to be able to understand. The other thing that's also really important is just having the knowledge of understanding how like load profiles work and how data analysis and understanding like this is what a good load profile looks like. This is a problem like the duck curve or problems like this, like that, we as three engineers really understand, like how these different problems are created, and then how we can fix them and where they're being affected, like the duck curve in California, and like in Canada, we have a winter peaking system. Like all these problems are different, different aspects that we are very knowledgeable on and already have a base understanding of. And I think that's what's really important and helpful going into this industry.   Trevor Freeman  13:04 Yeah, that's great. Has there been a time during your program, during your undergrad, or a project that you've worked on that has really kind of changed the way you view energy or the electricity grid, or open your eyes to something that you weren't aware of before, really kind of, yeah, drove your passion for it?   Kieran Graham  13:27 Yeah, so, you know, there's been many problems and projects that I've had throughout my degree, and you know, the view and impact on my motivation has been very hopeful and very doubtful in equal amounts. But I would say maybe more helpful hopeful in the in the future, just because sometimes in school, things get a little stressful and blow up in proportion. But I'd say my biggest hopeful, I guess, and changing my my view of things would be my capstone project. So the capstone project that I'm working on currently is focusing on a net zero 2050 Ottawa. And how are we going to prepare for that? How are we going to handle the generation for that? How are we going to get energy places? How are we going to handle the winter peaks of electrifying, heating. How are we going to deal with EVs? It's a never ending puzzle slash scavenger hunt of finding data and how do things work together? How do we piece it together? Yeah, it's been a great challenge, but also really opened my eyes up to how all these, these different sectors that I've been learning about in my degree, how do these all work fit together and solve a problem.   Trevor Freeman  14:52 Great, yeah, and that's exactly where I want to go next. So, so I'm glad you brought up your capstone project. Just a quick backgrounder for our listeners. A part of an engineering undergrad in Ontario, at least, I think across Canada, is a final year project which is known as the capstone project. So the idea of the capstone project is it's supposed to be a culmination of all the different sort of theoretical things you've learned in your degree, bringing all that knowledge together and giving the students a chance to apply that in some real world scenarios. So, you know, it's interesting, Kieran, to know that your capstone was looking at what does a net zero 2050 reality look like for the City of Ottawa? Because the City of Ottawa has a 2050 Net Zero target, 2040 actually, for the corporation of the City of Ottawa, and 2050 for the community. And there's, there's lots of moving parts to that. It's a real world thing that's happening that a lot of folks are working on. So I'd like to dig into that a little bit more with you and find out. And I know you're not quite finished it yet, so you're not going to have all the answers, but you know what? What are some of the things that you're looking at? What are some of the must do's for us as society and us as a city and all the stakeholders involved if we're going to to achieve that net zero reality?   Speaker 1  16:17 Yeah, so we are a group of, I think, 18 or 19 different undergraduates for all, hopefully graduating at the end of the semester. And so this project is happens every year for the past, like four or five years, I think, and we're the third year focusing on Ottawa. So there's been a lot of things covered. And honestly, at the beginning of the project, we were like, how could we possibly have a third year of material to study? And I think now that we're approaching the final we're realizing how much there is to look at, and maybe we'll have some notes for next year saying, like, there really is a million things that we could look at in this scope. Like, it's just a really big scope, but we have, like, a buildings team, an energy storage team, a nuclear team, a solar team, and a transportation team, and I'm on the integration team, so my job is really just trying to put things together from all the different sub teams who are focusing on very specific things, and Specifically I'm the integration team lead. So I'm focusing on load prediction. So like, in 2050 what's the load that we're going to need to have? And that really, including working with transportation and buildings and understanding how, like, the EVS and the heat pumps and electrified heating are we going to have district heating, like, how is all this going to affect our 2050 load.   Trevor Freeman  17:46 And so what are some of those strategies? Like, the things you mentioned are bang on. That's of course, the things that are going to drive our demand. Are you looking at providing that additional capacity? You know, with local generation, what's the what's the strategy there? How do we have enough energy and have enough clean energy in order to meet that growing demand that you've identified?   Kieran Graham  18:10 Yeah, so that's like the big problem, right? So I'm doing load prediction, and then we have teams like nuclear and solar. And past years we've had wind teams, and I think there was a biofuels team as well past years, and we put all this data, kind of on two sides, and then we feed it through an optimization software that someone is working on in my team, and it's going to look at economically, how competitive something like solar or nuclear or wind or hydro, I guess would be looking within Ottawa like, how do all these compare? And it's all really about economics. When you're looking at it like, which is feasible because there's lots of cool technologies, like I mentioned earlier, but it's optimizing for cost, and then we're finding a low profile, and then ultimately, we want to run it through a software called eTap, which basically is like a digital twin for looking at energy load flow analysis and making sure the grid can actually handle this 2050 load.   Trevor Freeman  19:16 And so you've identified kind of the technology challenges and solutions. I'm glad to hear you talk about like, you know, the economics have to make sense. Of course, there are technologies out there that, yeah, if there was unlimited resources, it would solve our problems. What about the sort of, I guess there's sort of two streams here. There's the regulatory, or let's call it the political side, the enabling aspects of, how do we get this technology that makes sense and has a business case? How do we get that deployed, more deployed faster, you know, more broadly, how do we do that? Did you look at the sort of regulatory, political side of things?   Kieran Graham  19:56 Yeah, so in our capstone, we don't necessarily look. At it super specifically, like we're not necessarily looking at how regulations would affect it, but it's more we're going to be looking at scenarios of, if we have 100 per cent EV adoption in 2050 what is the load going to look like? But you know, the changing of the federal EV mandate, how is that going to look at change the load projection, and then, how is that going to affect our generation? Like, what do we like if we have huge peaks our nuclear teams generation, which won't necessarily be able to ramp as fast as something like a battery storage or or like a hydro dam, or something like these. These are the complications that we're looking at, not necessarily super focused on regulation, but keeping it as like a guiding prospect of, should we be considering 100 per cent EVs, like, is that really a realistic goal for 2015 at this point?   Trevor Freeman  20:59 Yeah. And I guess it's kind of the same thing. And so maybe the answer is similar, but it's this the societal side of things too. And so yeah, like, from a technology perspective, it would be great if we hit that 100 per cent EV coverage by 2050, if not sooner. We know that that's a big source of emissions. It'd be great if we could do sort of like mass heat pump deployment. But at the end of the day, people, you know, we're relying on individuals within our society to make those decisions, and so one aspect of this is, how do we help that be the right decision? And how do we help people want to do this? Because it is the smarter choices. Has that conversation come into the project, and it's okay if it hasn't, I know there's obviously a limited scope of the project. Scope of the project, but is that something that you guys are talking through?   Kieran Graham  21:52 Yeah, I think that's something that we are always like talking about as, like a bunch of young engineers who are really looking to understand the industry. And, you know, making sure these things actually happen is always kind of on our mind, like, what's the point of us doing all this work? And, you know, stressing ourselves till two and two in the morning getting our work done or getting ready for a presentation. It's like, why are we doing all of this? I think you know, the aspect of community involvement and the regulatory and making it make sense is part of our job. Like, yes, that maybe our focus isn't necessarily on making it all make sense for the public, but it's, it's something that we have to consider. Like, if it's not economically and like socially viable, then isn't there's no there's no point. Like, it's just not, not a proper engineering solution. So I think ultimately, it's not something that we're focusing on, but something that we talk about all the time, that like, like we go to community events and kind of learn about what people's like outlooks are on, on all these different problems. And would people be okay with having battery systems and solar systems on their house, and would they be okay with using those, as you know, distributed energy resources that can feed back to the grid? Would people be okay with bi directional charging on their EVs like these are big batteries that could be used for different things. Like these aren't necessarily direct considerations of our capstone, but something that we keep in mind when we're trying to create a solution.   Trevor Freeman  23:26 Yeah, great. And I'm glad to hear you say that, and I'm glad it's part of the conversation. It's certainly, it's certainly a huge aspect of how we actually deploy these strategies and solutions and how we develop them. It's a big part of you know what I get to do at Hydro Ottawa, being on the customer side of things, is listening to our customers and understanding what their realities are, and trying to find ways of okay, well, how does that match up with programs or opportunities that we have to be able to run. So really glad to hear that you're talking through that the challenge of decarbonizing our energy mix. So going from sort of like fossil fuel combustion energy generation to a cleaner solution is really only one challenge that's facing the energy sector. I'm sure you're aware, you've brought up things that are causing an increase in demand, but we're also seeing, you know, non-climate related drivers of increased energy demand. So I'm thinking about, like, AI proliferation and data center growth and all these things. Is that part of the calculus that goes into your project. Are you thinking of, how do we also meet this growing energy demand for non-climate related reasons?   Kieran Graham  24:48 Yeah. I mean, you know, understanding the energy mix, and you know, the load for the future is really difficult, and I know that's my whole job, but you know, if I had an A plus answer, I. Wouldn't have to worry about capstone for the next couple of months. But you know, all these considerations I'm thinking about, so like when I'm getting buildings data from the commercial sector and the residential sector, industry is not very big in Ottawa as an electrical load, at least, but I need to look at that for load prediction, because maybe industry load is going to increase with data center, like, where does that fall under the data the energy split, I know like Kanata Tech Center, like, that's going to be growing, and that's a big energy load, and I know it's a big stress on distribution systems, and the feeders over there struggling, and I know Hydro Ottawa is planning to upgrade those locations. But how can we maybe predict that, like data center or data center like load in Canada, that? How can we deal with that in different way, like adding a battery system over there, or maybe generation closer to there, which just stress the overall grid less.   Trevor Freeman  26:05 Yeah, I think it's in, you know, for our non-Ottawa listeners, Kanata is a part of the city that has a high concentration of, sort of the high tech sector. It's, it's certainly a growing area in Ottawa, and one of our constrained areas on the grid that we're investing in and bringing a lot additional capacity to in the coming years. So those challenges that you identified, how do we deal with, not only this energy transition from a clean technology perspective, but also a changing economic demographics like we're seeing more investment in these areas, and how do we make sure that we're keeping up. So yeah, that's definitely, definitely a part of it. So one of the goals of the podcast is definitely to make sure the message is clear that the energy transition is not something of the future. It's not something that will happen eventually. We're in it right now. We're seeing the change to our to the way we use energy, and the way we produce energy and move and store and all those things. So is there something that's happening now, you know, within the energy space that you're particularly excited about that you've, you've kind of learned about in the last little while that you want to get involved in when you when you graduate?   Kieran Graham  27:16 Yeah, so my whole degree is about this. So there's so many different aspects that I could talk about in that I'm interested in. And specifically to my capstone, machine learning is a big field in pretty much anything like machine learning and AI will be involved in any sort of capacity, in any industry. I'm sure. The problem with my specific application is I'm trying to predict 2050, load, and our load for the past few years hasn't really been increasing. Due to efficiency, and there was covid and different aspects like that. And so how do we apply that, and what, what kind of way is really interesting. But another thing that I'm really interested in is virtual power plants and stuff like micro grids. And how does all these, these little DERs and non-wire solutions, how do all these these work together? And how can we, like as a community, work with our So, like solar on our houses, or battery systems in our houses, our EVs, our bidirectional charging, as I mentioned earlier, like how, how could these technologies work together to really reduce the stress on the distribution system for you guys at Hydro Ottawa? And how could everything work together? And you see it happening in California. It's like being tested. If I think Ottawa would just be a great place for this, because of the nature of everyone having cars and everything's everyone has big, pretty big houses. We can have solar on our roofs, like, yes, we have a winter but which has less sunlight, but solar is still incredibly viable and useful. So how can all of this work together and become a virtual power plant that one house has energy and you know, the generations not able to keep up, or the distribution system is failing for whatever reason, you can rely on a community which has battery systems or generation systems just locally. How can we use that to then power each other's houses? I think that's really cool, a future thing that really looking forward to.   Trevor Freeman  29:26 Yeah, it's, it's definitely something that gets talked a lot about, and, you know, in the industry in general, but even, you know, at Hydro Ottawa, looking at, how do we leverage, you know, this is what you're talking about. How do we leverage customer owned devices, customer equipment, to help manage grid capacity needs. So if we're in a time of increased demand on the grid, how do we make calls out to people that have batteries, people that have EVs, that are plugged in, people that have smart devices in their home, and say, Hey, we need a little bit of capacity. We're going to ask you to draw from your battery instead of the grid, or we're going to ask you to pause your EV charging, or turn your thermostat down a degree in order to generate that capacity on the grid. And it's, it's not even so much, you know, it's, it's not that the grid is failing and able to keep up. It's otherwise we would have to build a much bigger grid. We'd have to invest more in the grid. This lets us be more efficient with how we invest in the grid and how we build out so we can sort of not over build, which traditionally what we do is we kind of build the worst case scenario. What? What would we do if that worst case scenario wasn't as bad, if we could pull on these, these other customer owned equipment? So yeah, very cool concept, and definitely something that we're looking at here at Hydro Ottawa, and have a couple pilots coming up on that.   Kieran Graham  30:53 Yeah. And I just wanted to say, like earlier, you're mentioning, like, how do we work on, how do we solve these solutions of net zero within a community, I just think, like the adoption and community incentives and how do we work together? Like, these are the solutions. These are, these are the things that if we as a community decide to do, it's just a very viable thing. It's just we need to be able to work together as a community to be able to do it.   Trevor Freeman  31:22 Yeah, so, you know, we've been talking a little bit about a different approach to energy and that community approach. I really like that based on on what you know from your studies and your experience in this area. What do you think the utility of the future looks like, like? What does that look like to you? What is the role of the utility moving forward?   Kieran Graham  31:47 Yeah, so it's a hard question, because obviously, there's so many things that could happen. And you know, like I was saying, predicting the future is very hard, and I can't just, can't just use machine learning. It's not a pattern. It's not like something that's going to be super predictable. But I do think like the idea of micro grids and working together and distributed energy resources, like all these things are going to be needed to be able to work together. So there's going to be so many little systems and organization, and the utility was going to be the person, kind of, like a mini IESO, I guess, like, how, like, you're going to be controlling, or not necessarily controlling, but organizing. Who's going to be using their DERs, like, which areas are going to need more solar deployment? Where can we integrate vehicle to grid charging? Where can we add more charging infrastructure for communities? Where can we put, like, community batteries, like, more of like an organizer of even smaller systems within the community. I think that's just the nature of technology is going to be, come more complicated, but we're also going to become more proficient and be able to organize those things. So, yeah, I guess that's, that's what I view the future of utilities.   Trevor Freeman  33:17 Yeah, it's, it's a little bit, you know, lots of, lots of, lots of concepts. There it's, it's getting a little bit closer to the end user when it when we look at, how do we operate the grid? So right now, you brought up the IESO, that's our Independent Electricity System Operator who operates on the provincial level. I think the future is that that that level of operation gets a little bit closer to the end user, and that the local distribution companies like Hydro Ottawa have more control to identify where does the grid need extra capacity? Where does it have capacity that we can shift? And that's all happening at the same time as technology is giving us more insight into that. We're having we're going to have more understanding of what's happening down at that granular level. So we're going to be able to make these calls a little bit better. So, yeah, I think, I think you're on the right track. I think that's, that's where we're going. We're going to more of a bidirectional flow of energy, a little bit more closer to the end user control over how the grid is operated.   Kieran Graham  34:20 Yeah, and in our classes, we learn about, like in Europe, how they have bidirectional charging and generation. In like Germany, people have solar panels on their balconies everywhere, and it the solar penetration like Germany, a lot of parts of Germany are on the same latitude as us. So it's like, it's not infeasible for like Ottawa, to have solar everywhere and have that be part of the grid, and not just for your own benefit or anything like that. Like, it's a, it's a real possibility.   Trevor Freeman  34:51 Yeah, yeah. I think there's, there's lots of things that we can do to really improve, to really leverage the devices that are out there, to leverage. Opportunities that we have in front of us. So, Kieran, as we kind of get close to the end of our conversation here, are there any words of wisdom that you'd like to share? You know, you're kind of at the end of the beginning of your career journey. Here, you're almost done your undergrad, about to take whatever next steps there are, that's, you know, starting your career or further education. What about you know someone who's maybe at the start of that part of their journey? You know someone that's thinking about wanting to get involved in the energy transition, maybe wanting a career in that space. What words of wisdom would you provide?   Kieran Graham  35:35 Yeah, so I mean, there's plenty of things I would recommend, you know, for young students, and for people similar approaching my situation, I think the biggest thing is just like networking and creating communities. Like, if you're a new student going into school, like, be part of socials. Be part of engineering societies, and or not engineering societies even like you can just any sort of club or sports team, or just have a community of people that you can really rely on to, like, if you're struggling with an assignment or a topic or a certain class, just like, have someone to be able to talk to talk through like that topic, and ultimately, like those connections who are helping you out with things Like, it'll go back, and they'll be like, Hey, do you understand this? You can get help them. And then you have a friendship, you have a connection, you have someone who's maybe going to work in a field that, like, in the future, you'll be able to leverage to get a job. Like, I have people who, you know, I helped in, or probably they helped me more because they were in older years, and they are working at different industries, and I can now talk to them and be like, hey, like, how do you like your new job now that you're in the workforce, and do you have any opportunities that I can, I could look into working for? So really creating that network of people who can help you out with those things, like you don't have to do it alone, and it really just opens your eyes and allows you to have really good conversations and prepare you for the future.   Trevor Freeman  37:08 Yeah, so if I could, if I could just build on that, it's the importance of creating those connections in that community is great for your own learning, your own knowledge, but also for solving problems, like, no problem is solved by a single discipline or a single focus. You know, it's great that you're learning all these tools in your engineering degree, but you know, real problems get solved by a mix of, you know, the engineer folks, the finance folks, the customer side of things, the, you know, societal side of things. So really great advice. Thanks for sharing that with us. So Kieran, we always end our interviews with a series of questions that I ask to all our guests, so I'll dive right into those. What is a book that you've read that you think everyone should read?   Kieran Graham  37:56 Yeah, so a lot of my reading has been textbooks recently, but I think when I have the time I read a lot of dystopian, so I'll say Fahrenheit 451, even though it's a pretty common one, but it's just really good and really relevant to things.   Trevor Freeman  38:10 So yeah, definitely one of those classics that's important for everyone to read or at least be aware of. So same question, but for a movie or a show, what's one that you would recommend everybody?   Kieran Graham  38:21 Yeah, there's plenty of good shows those are a little bit easier to find some time and brain power for, but big Star Wars fan, so I'm going to say Andor, just a really good show, really relevant, really love that show.   Trevor Freeman  38:34 Yeah, fantastic. I agree. And I just so my oldest kid is 12, and I've just got him starting to watch that one. So it's a great. If someone offered you a free round trip flight anywhere in the world, where would you go?   Kieran Graham  38:49 Yeah, another really hard question. I'm going to Peru right after I graduate. So if you guys wanted to pay for that, that would be great.   Trevor Freeman  38:56 It's not an offer. Just to be clear.   Kieran Graham  38:58 No, I know. I would just say, like, maybe I really have been seeing these videos about Kyrgyzstan, like the those, like East Asian or, guess, Western Asia countries like Kyrgyzstan would be really cool.   Trevor Freeman  39:17  Cool. Yeah, very neat. Who's someone that you admire?   Kieran Graham  39:20 Yeah, so I admire plenty of people. I think I'm going to say my grandpa, though. I've always looked up to him and like how he lives his life, and, you know, he's funny, and just like, has really good values. And I think he's just someone who I ultimately, as a person, look up to. And you know, he worked at Carlton, so I don't know it's just like, the future of like, where I would like to see myself.   Trevor Freeman  39:48 Great. Yeah, great answer. And finally, what's something that you're really excited about when it comes to the energy sector, its future, and you have the benefit of being at the very beginning of your career, you get to get involved in this. So what's something you're excited about?   Kieran Graham  39:59 Yeah. Yeah. I mean, like, I said earlier, like, there's plenty of things, but I'll say virtual power plants again. Like, if we could create a community where we have DERs and are working together micro grids and all of this, like, that would be so amazing. It'd be so cool. So I think that's going to be, that's my thing. I'm super excited for.   Trevor Freeman  40:21 Very cool well, I'm very excited to see you get involved in that, and thanks for your time today. Kieran, it's great to chat with you. It's great to get some insight into kind of what the next generation of engineers are learning and really looking forward to, kind of seeing where you land in short order here and what your career starts to look like. So thanks very much.   Kieran Graham  40:41 Awesome. Thank you very much.   Trevor Freeman  40:43 Take care. Thanks for tuning in to another episode of the thinkenergy podcast. Don't forget to subscribe wherever you listen to podcasts, and it would be great if you could leave us a review. It really helps to spread the word. As always, we would love to hear from you, whether it's feedback, comments or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.

In this episode, our guest is Bruce Mountain, Director of the Victoria Energy Policy Centre at Victoria University in Melbourne. With over three decades in energy economics and policy, Bruce shares sharp insights into how distributed solar, batteries, and EVs are reshaping the electricity market. We discuss the rapid fall in battery costs, the growing possibility of grid defection, and whether traditional distribution monopolies face stranded assets. Bruce also gives a candid critique of Australia's proposed "free electricity" policy, questioning whether it promotes fairness — or distorts the market. From vehicle-to-grid to regulatory reform, this conversation challenges the role of government in the energy transition. Bruce argues that the economics of clean energy now stand on their own — and that policymakers should focus less on subsidies and more on removing barriers. Please join to find more. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs Instagram @energypreneurs Tiktok @energypreneurs

"That Communist Math" Hosts: Darren Weeks, Vicky Davis Website for the show: https://governamerica.com Vicky's website: https://thetechnocratictyranny.com COMPLETE SHOW NOTES AND CREDITS AT: https://governamerica.com/radio/radio-archives/22655-govern-america-february-21-2026-that-communist-math Listen LIVE every Saturday at 11AM Eastern or 8AM Pacific at http://governamerica.net or on your favorite app. Trump stages for war with Iran as he meets his "Board of Peace". Afghan Taliban pass new law defining acceptable parameters of wife-beating. Protests in New York City as Communist Mayor Zohran Mamdani wants to hike property taxes. SCOTUS strikes down Trump tariffs, but he Trump quickly reinstates them. World Economic Forum panelist talks about adding nature to the balance sheet. Electric vehicles and per-mile taxes. Trump to declassify UFO / UAP documents? Waymo pops a gear. 

**Jeep Talk Show: Why Jeeps Will NEVER Be Self-Driving Pods! + Stellantis' $26 BILLION EV Disaster** Hi diddly-ho, Jeep fam! Neighborino!

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLeeTopics:The BackstoryYJ's path to lithiumThe learning processHis bullish forecasts EVs, E-trucks & BESSPicking winnersGanfeng & Tianqi turn bullishCATL's diminishing lithium market influenceIs another price spike coming?Thacker PassDLE & the SmackoverErametVulcanNemaskaCanadian potential?Rapid fire

This week on America on the Road, host Jack Nerad and co-host Chris Teague deliver special first-drive reports on the all-new 2026 Toyota bZ Woodland and the 2026 Toyota C-HR. In the road test segment, Chris drives the off-road-ready 2026 Ram 1500 Warlock with the Hurricane engine, while Jack reviews the efficient 2026 Hyundai Tucson PHEV Limited AWD. Jack also sits down with Beatris Diaz, marketing and product expert with Toyota, for an exclusive look into the details of the all-new 2027 Toyota Highlander.

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss the new Tesla (temporary) Cybertruck, Cybercab news, Ford wanting China in the US, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla launches $60k AWD Cybertruck, reverses $15k Cyberbeast price hike Elon Musk kills first Tesla Cybertruck ($60k) that makes sense just 10 days after launch Tesla has to pay a historic $243 million judgement over Autopilot crash, judge says Tesla rolls first steering wheel-less Cybercab unit off the line before solving autonomy Tesla fans think this reviewer will have to shave his hair due to Musk's $30,000 Cybercab claim Tesla avoids 30-day California sales suspension after dropping misleading ‘Autopilot' marketing Tesla admits it still needs drivers and remote operators — then argues that's better than Waymo Ford is asking the Trump Administration to allow Chinese EV tech in the US Slate pricing to be revealed in June, ‘Blank Slate' truck still expected in the mid-$20k range Polestar goes on the offensive with FOUR new models in THREE years Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/UC9ayoQ-YDk

To start this week's episode, Cody enthusiastically shares with Joe the details of his most recent book haul, an exciting collection that has him buzzing with anticipation for his reading adventures ahead. Among the treasures he has acquired is Matt Dinniman's newest novel, Operation Bounce House, which promises to deliver an exhilarating blend of action and humor. Cody elaborates on Dinniman's unique storytelling style, which often combines elements of fantasy and adventure, making this latest installment an intriguing addition to his growing library. He also mentions the first book in the series Dungeon Crawler Carl, a title that has garnered much attention and praise for its inventive approach to the dungeon-crawling genre, filled with quirky characters and unexpected plot twists. In addition to these, Cody reveals that he has picked up Dan Brown's latest Robert Langdon novel, The Secret of Secrets. He discusses how Brown's works are renowned for their intricate plots that weave together history, art, and thrilling mysteries, and he expresses his eagerness to dive into this new narrative that promises to challenge Langdon's intellect and adventurous spirit once more. The last book in Cody's haul is Joe Abercrombie's The Devils, a title that has been highly anticipated by fans of Abercrombie's gritty and darkly humorous fantasy novels. Cody reflects on Abercrombie's ability to create morally complex characters and immersive worlds, making this book a must-read for any fantasy aficionado. After sharing his literary finds, the conversation shifts as the guys dive into some juicy entertainment news. The first story they discuss revolves around a potential live-action Marvin the Martian movie, a project that seemed to have great promise but ultimately went nowhere. They speculate on what could have been and the challenges that often accompany adaptations of beloved animated characters into live-action formats. Following this, Joe brings up the exciting news that Mathew Vaughn is rebooting Kick-Ass, along with plans for spin-offs that will exist within a shared universe. They delve into the implications of this move, considering how it could expand the Kick-Ass franchise and attract both new fans and long-time supporters of the original films. Cody then shifts the conversation to Paramount's recent announcements regarding new additions to the Teenage Mutant Ninja Turtles franchise. He highlights the company's ambitious plans to create new YouTube shows, develop fresh merchandise, and even launch themed restaurants, all aimed at revitalizing the beloved franchise for a new generation. The guys discuss the cultural impact of the Turtles and how these new initiatives could potentially reignite interest in the characters and their adventures. As the episode progresses, Cody shares that AppleTV has made a significant move by acquiring the intellectual property for their hit TV series Severance. He expresses curiosity about how this acquisition might influence the future of the series and its storytelling possibilities. The conversation flows into a broader discussion about the evolving landscape of television and streaming services, particularly how companies are vying for unique content to attract subscribers. To wrap up the episode, the guys tackle some exciting news about a few new electric vehicles (EVs) that are set to hit the market soon. Among them is Rivian's R2, which promises to bring innovative features and sustainability to the forefront of the automotive industry. They also discuss the rebirth of an American icon—the fully electric Scout—reflecting on the significance of this vehicle in American automotive history and its potential impact on the EV market. The episode concludes with a lively exchange of thoughts on the future of transportation and the growing importance of environmentally friendly options in the automotive landscape.Official Website: https://www.comesnaturallypodcast.comOfficial Merchandise: https://shop.spreadshirt.com/comes-naturally-podcast/iTunes: http://tinyurl.com/kqkgackFacebook: http://tinyurl.com/myovgm8Tumblr: http://tinyurl.com/m7a6mg9Twitter: @ComesNaturalPodYouTube: http://tiny.cc/5snxpy

Shoot us a Text.Episode #1274: Today we unpack Carvana's push toward 3 million annual sales and what ADESA means for scale, a new study showing used EVs winning on long-term ownership math in a firm wholesale market, and Google's Gemini 3.1 Pro raising the stakes in the accelerating AI arms race.Carvana is doubling down on its bold goal of selling 3 million retail units annually by 2030–2035 — and ADESA is the engine under the hood. After a record 2025, the company says the runway is real.Carvana sold 596,641 vehicles in 2025, up 43%, with revenue jumping 49% to $20.3B. Net income hit a record $1.9B, and Q4 adjusted EBITDA reached $511M.CEO Ernie Garcia outlined a four-part plan: increase staffing, integrate retail production lines into more ADESA sites, build new lines, and eventually develop greenfield inspection centers.The company plans six to eight new ADESA integrations in 2026, with full buildouts costing $30–35M per site and adding 40,000 units of annual capacity each.We've got something a little tactical from this morning's Automotive State of the Union email: A new University of Michigan study says three-year-old EVs now deliver the lowest seven-year total cost of ownership in the U.S. And in today's firm Q1 wholesale market, that early depreciation story matters even more.Researchers reviewed 260,000 used listings across 17 cities, modeling price, depreciation, financing, insurance, maintenance, energy, and resale. In most cases, used BEVs came out cheapest to own.The key? Front-loaded depreciation. EVs drop harder in years one through three, lowering second-owner acquisition cost. After that, curves normalize — with battery warranty remaining as a major variable.With more off-lease EV volume coming, the opportunity is simple: buy where depreciation already did the heavy lifting and let the second buyer win on the math.Google just dropped Gemini 3.1 Pro, and early benchmarks suggest it may be one of the most powerful large language models yet. As the AI arms race heats up, the leap in “agentic” performance is turning heads across tech.Gemini 3.1 Pro is currently in preview, with general release coming soon. Observers say it's a significant jump from Gemini 3, which was already considered highly capable last November.On independent benchmarks — including Humanity's Last Exam — Google says the new model significantly outperformed its predecessor.Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

The EV boom was supposed to be a straight shot. Instead, Detroit is eating billions in write-downs, canceling high-profile electric models, and quietly steering profits back toward gas and hybrid vehicles. We pull the curtain on the strategy shifts behind the headlines, from GM's van retreat and Ford's Lightning pivot to Stellantis' sobering projections, and talk through what buyers have been saying all along: price, range, charging speed, and convenience still rule the decision.We connect the policy dots too. When fuel economy penalties relax and federal tax credits wobble, the spreadsheets change—fast. That's why platform choices matter so much right now. Dedicated EV architectures promise efficiency but trap capital if adoption slows, while flexible platforms and smart hybrid lineups offer a safer mix. We share first-hand charging experiences that show how infrastructure and real costs shape daily life: a Tesla plug that fills a workday gap feels great; a pricey fast charge on a road trip does not.Autonomy has its own turbulence. As robotaxi pilots expand to cities like Dallas and Houston, each incident stresses public trust. We lay out the safety narrative, why transparency beats hype, and how autonomy could still reshape mobility with patience and proof. Then we shift gears to something every enthusiast can use this weekend: a curated guide to Texas' most rewarding drives, from FM 170's river-carved sweep to the Twisted Sisters' blind crests and switchbacks. Expect clear cautions on traffic, limited fuel, scarce charging, and the best times to go.Along the way, we spotlight community: cruise-ins, cars and coffee, and local meetups that keep car culture vibrant even as the industry recalibrates. Our takeaways are simple: hybrids are the right-now value play, EVs need frictionless charging and honest pricing, and flexible manufacturing beats wishful thinking. If you care about where mobility is headed—and want a great road to enjoy today—this one's for you.Enjoyed the show? Subscribe, share it with a friend, and leave a quick review to help more car lovers find us.Be sure to subscribe for more In Wheel Time Car Talk!---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

6. The Ethical Cost of Cobalt for Batteries The demand for cobalt in EVs and phones drives prices up while highlighting ethical issues in the Congo. Guest: Simon Constable1898 DEWEY

Irish drivers continue to show interest in electric vehicles and hybrids, while carefully weighing cost, charging confidence and real-world ownership considerations, according to new findings from the Carzone 2026 Motoring Report. The latest national survey shows that a third (32%) of drivers plan to purchase a hybrid, plug-in hybrid or electric vehicle next. Hybrids remain the most popular alternative fuel choice, with a fifth (19%) planning to buy a hybrid, while 10% intend to buy a fully electric vehicle, indicating a gradual shift away from petrol and diesel rather than a complete behaviour change. Cost remains the most influential factor in decisions around electric vehicles. Four in ten drivers (40%) cite upfront price as a factor preventing them from making the switch, followed by concerns around reliability (31%) and electricity costs (28%). Alongside cost, confidence around EV ownership is being shaped by widespread misinformation and uncertainty. While the EV market has evolved rapidly, perceptions have been slower to catch up. Seven in ten drivers (69%) believe electric vehicles are more expensive to buy than petrol or diesel alternatives, despite increasing price parity and a growing number of more affordable models entering the market. Concerns around depreciation also persist, with six in ten (59%) believing EVs lose value faster. Nearly half of drivers (47%) think electric vehicles cost more to run, although more than one in five (22%) actively disagree, highlighting a clear gap between perception and real-world ownership experience. Charging infrastructure is also front of mind. Seven in ten drivers (71%) say there are not enough public charging points in Ireland, while 62% believe charging an electric vehicle takes too long. More than half (58%) say electric vehicles do not offer sufficient range for everyday driving. For those who have already made the move, experience differs from perception. Among current EV owners, 86% cite lower running costs as a key benefit, while 65% say they primarily charge their vehicle at home. Commenting on the findings, Conor Faughnan, Carzone's Independent Motoring Expert, said: "Irish drivers are taking a thoughtful approach to electric vehicles. Interestingly, the survey shows that while 18% of those planning to buy new are considering an electric vehicle, that figure drops to just 4% among used car buyers. This demonstrates what motorists are weighing up, from cost and charging to reliability. The findings also show that for those who already own an EV, the experience around running costs can differ from expectations. Having access to clear, independent information and advice is key as drivers consider making the EV switch." The Carzone 2026 Motoring Report is based on a nationally representative survey of 1,000 Irish drivers conducted in November 2025. The report forms part of a wider examination of how motorists are navigating changing fuel choices, ownership costs and vehicle technology. To explore the full findings of the Carzone 2026 Motoring Report, visit https://motoringreport.carzone.ie/. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

241 Welcome back to Tailoring Talk Magazine and the first episode of Season 15.In this long-overdue return, Roberto, Alex and Jon sit down for an honest conversation about electric vehicles, real ownership experiences and whether switching from petrol to electric actually makes sense in the real world.Roberto opens with a confession: after years of saying he'd never own an EV, he's now seriously considering selling his BMW M2 and making the switch. From there, the conversation explores the realities of EV ownership, including range anxiety, charging, running costs, practicality and how different lifestyles change what makes a good car.Rather than reviewing cars or reading spec sheets, this episode focuses on real-world use, real budgets, and what each of us would actually buy with our own money.In this episode• Why Roberto is reconsidering electric cars after years of resisting them• Alex's long-term experience living with EVs and what he'd change next• Jon's experience with EV ownership, hybrids and reliability challenges• Range anxiety – myth or real problem?• Charging at home vs public charging• How lifestyle and driving habits change what car makes sense• Running costs and the reality of EV ownership day-to-day• The cars we're currently considering buying• Family EVs vs performance EVs vs city cars• What we'd each choose if we had to decide tomorrowThe discussion also covers several popular electric cars currently on the market, including models from Tesla, Hyundai, BMW, Volkswagen, Kia and others as the team compares range, practicality and real-world usability.Timestamps00:00 – Intro and confession: from petrolhead to considering EVs02:25 – Why this episode: honest conversation, no reviews or spec sheets03:10 – Why Roberto's M2 isn't getting used and how this conversation started 04:50 – Alex's EV journey and living with a Polestar 08:50 – Jon's EV history, Nissan issues and going electric again 10:50 – Roberto's Hyundai IONIQ 6 experience and dealership problems13:10 – Realisation: why EVs make sense for city driving15:40 – Running costs, practicality and daily usage20:30 – Range anxiety: myth vs reality and how charging actually works 29:40 – Different lifestyles, commuting and choosing the right EV30:40 – Roberto test driving EVs and reconsidering his stance31:30 – Home charging, solar, and real-world running costs 33:15 – Alex's criteria for his next EV (road trips, range, usability)37:55 – Roberto presents EV shortlist for Alex38:00 – Tesla Model 3 discussion46:00 – Volkswagen, BMW, Hyundai and Kia comparisons 49:30 – Counter suggestions and alternative EV options50:10 – Jon's shortlist and priorities for a family EV 01:13:50 – Roberto's current thinking about replacing the M2 01:22:20 – Options, trims and spec pricing discussion01:23:45 – Final thoughts: where each of us stands on EVs 01:25:40 – Outro and wrap-upKey themesOne of the biggest takeaways from this conversation is that there's no single “best” EV.The right choice depends on how you actually use your car, whether you can charge at home, how far you regularly travel, and what matters most: comfort, range, driving experience or practicality.The episode also highlights how quickly EV technology and infrastructure have evolved in recent years, changing the ownership experience significantly compared with earlier electric cars.Listen if you are:• Thinking about buying your first electric car• Curious about real EV ownership rather than marketing claims• A petrolhead wondering whether electric cars are worth considering• Interested in cars, technology and honest conversationsAbout Tailoring Talk MagazineTailoring Talk Magazine is a podcast about style, technology, cars, culture and the things that make modern life interesting, hosted by Roberto Revilla with co-hosts Alex Hansford and Jon Evans.Follow and SubscribeIf you enjoyed this episode, follow the podcast and share it with someone who's thinking about going electric. Hosted on Acast. See acast.com/privacy for more information.

Canada recently switched its approach to electric vehicles. But what impact do EVs really have on the world around us? Cleaner air? Less noise? CBC's Anand Ram walks us through the evidence and explains how satellite data is being used to measure air pollution in Los Angeles neighbourhoods.

Today Sam D'Arc is joined by Justin Zane, SVP, US Marketplace & Services at OPENLANE. We unpack why digital auctions have overtaken physical lanes in reach and efficiency, and why old habits—not economics—are keeping brick-and-mortar alive. Justin explains how off-lease inventory is reshaping acquisition strategy, where AI improves condition accuracy, and why speed is now the dealer's most valuable asset. This episode is brought to you by: 1. Wikimotive - Wikimotive delivers organic and paid search solutions to hundreds of dealerships from rural rooftops to multiple top-5 national dealers. Their focus is simple: get your store in front of people already searching for a car or service, and measure success by the leads and appointments that follow — not vanity metrics. Visit @ https://wikimotive.com/CDG/ 2. Openlane - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. Learn more @ openlane.com/cdg Check out LotGPT here: https://lotlinx.com/lotgpt-waitlist/ Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠⁠⁠⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 04:06 How does Openlane help dealers win? 05:16 What's happening with off-lease EV prices? 07:31 What are the key tips for buying EVs? 09:09 How can dealers move aged inventory? 11:56 Digital auctions versus physical lanes 15:25 How is trust built in online buying? 18:54 What AI features does Openlane use? 22:04 What are the key takeaways for 2026? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Electric motors without rare earths, a hardware-first climate tech startup, and a mission to replace 1 billion gas engines in a decade. In this SPOTLIGHT episode, Abhay speaks with Ankit Somani, CEO and cofounder of Conifer, about redesigning electric motors and powertrains with simple, widely available materials so electrification can actually scale.They break down what rare earth materials really are, why they're so toxic and geopolitically fragile, and how that impacts everything from EVs and data centers to humanoid robots and everyday devices. Ankit explains why Conifer is betting on hardware in a software-obsessed world, what it takes to raise capital for hard tech, and how to tell a big, unconventional story that still feels real to customers and investors.The conversation also dives into affordability, why consumers choose “cool and fun” products long before they care about emissions, and how things like e‑bikes and cleaner small machines (like leaf blowers) can change daily life and local air quality. Ankit reflects on what he had to unlearn from big companies like Google, why patience and brutal feedback define startup culture, and how his Indian American journey, parenting, and the Bhagavad Gita shape his views on action, success, and legacy.00:00 – Introduction and why reimagining how we do things matters01:47 – Conifer's mission to replace 1 billion gas engines03:39 – Engines, electric motors, and rare earth materials 101 (toxicity, supply chains, and climate)12:32 – Building a hardware-first climate tech startup in a software-obsessed world15:36 – Raising capital for hard tech and telling an unconventional, big vision story18:13 – Sposor Break: Travelopod18:48 – Selling electrification: cool, fun, and affordable vs. abstract climate consciousness25:08 – From big tech to startups: patience, humility, and real-world feedback loops33:08 – Indian American founder, education, parenting, and the Bhagavad Gita on action and legacy39:09 – What Ankit wants Conifer to stand for: trust, honesty, and long-term impactShout out to ASAN (American South Asian Network) for everything they are doing, to Neesha for turning 30, to Farhan Akhtar for the upcoming sitar lessons, and to Akshay Bhatia for the effort and almost bringing it home at Pebble Beach!TRUST ME I KNOW WHAT I'M DOING is brought to you by TRAVELOPOD, with personalized travel support to help you explore the wonders of the world.  Start your next journey at vacation.travelopod.com

This week Sam & Natalie are joined by Leeds United royalty as our guest is none other than club legend Eddie Gray!Eddie Gray sits down alongside Sam Allardyce and Natalie Pike to discuss all things football from his family legacy at Leeds United with both Archie & Harry Gray being the two latest to come through the ranks to what he makes of Celtic's season and the title race in Scotland.They start the pod by briefly discussing the new generation of footballers to come from the Gray family and why the key advice has always been to play football at a young age.The trio then discuss in detail Leeds vs Birmingham in the FA Cup, Why this could be a great opportunity for Leeds to win a major honour & are the fans still 100% behind manager Daniel Farke?Eddie & Sam then chat about the in form Dominic Calvert-Lewin and why he has a serious chance of making England's World Cup squad and why both Ethan Ampadu & Lukas Nmecha have been an incredible signings for Leeds.Eddie Sam & Natalie then discuss the current Premier League relegation battle, which 3 teams they expect wont survive the drop and would Tottenham be the best ever team to be relegated?Eddie then talks about how Archie Gray is a future Tottenham captain, what his best position on the pitch is and could he be called up for Scotland in the future?Finally we end the pod with Eddie discussing his love for Celtic, why Martin O'Neil could leave Celtic at the end of the season & Why Leeds has the BEST Atmosphere!

India's Battle Against Air PollutionHistorically, India has faced challenges with persistent air pollution as a result of industrial development. One key approach to combat this has been to reduce greenhouse gas emissions. For example, Indian policymakers have been pushing for the commercialization of electric vehicles which has unlocked various incentives for companies like Vision Mechatronics to develop electric vehicles run by lithium-ion batteries. How Lithium-Ion Batteries Power EVsIndia “seeks to attain a 30% share of electric vehicles, in the total vehicles sold, by 2030” and accelerating the market for it by “moving from incentives to mandates” like a Zero Emission Vehicle policy (NITI Aayog). Taking advantage of this political support, Vision Mechatronics “aims to develop a complete domestic ecosystem around EVs” which have “zero tailpipe emissions” (Vision Mechatronics). Many electric vehicles are driven by lithium ion batteries which “can contain hundreds of individual cylindrical battery cells that are the same shape as common AA and AAA batteries” (Edmunds). They are extremely energy efficient and can store a multitude of energy; on full battery, electric cars powered by lithium-ion batteries can drive over 200 miles–although it may depend on the specific car model. Compared to their precursor, lead-acid batteries, lithium-ion batteries have higher energy density which increases the mileage of a car. They are also extremely lightweight and this ensures that EVs aren't too heavy. Moreover, the electricity used to refuel the EVs come from renewable energy sources like solar power. The Environmental Cost of Battery ProductionThere are various concerns that lithium-ion battery powered cars take a long time to charge. Although this may be true for some models, recent developments have led to an increase in charging efficiency and overall energy storage. For instance, the Hyundai Ioniq 5 can be charged “from 10% to 80% in just 18 minutes” (Edmunds).Moreover, the environmental impact that the creation of lithium-ion batteries has is detrimental as “the mining process for lithium and other materials used in these batteries can… lead to water pollution and habitat destruction” (Tara Electronics). Although this is the undeniable truth, it is promising to know that due to advancements in technology it has been shown that electric car batteries can “last 12 to 15 years in moderate climates”, meaning that they don't have short lifespans (Edmunds). Moreover, “instead of ending up in a scrapyard like most internal combustion engines do, electric vehicle batteries can be repurposed, refurbished, or recycled when they fail” (Edmunds).Building India's EV EcosystemGupta believes that local battery production in India can help India progress towards an economy that is powered by clean energy. She mentions that it has been difficult to employ skilled labor in this field due to geopolitical tensions and a lack of awareness regarding the importance of this field. However, she is trying to bridge this gap by making opportunities in her company as accessible to the next generation as possible. About Our GuestRashi Gupta, an advocate for clean energy, is the Founder & Managing Director of Vision Mechatronics Private Limited which is a battery company in India.ResourcesEdmunds, What You Need to Know About Electric Vehicle BatteriesVision Mechatronics, Renewable Energy Solutions for Electric VehiclesNITI Aayog, “Unlocking a $200 Billion Opportunity: Electric Vehicles in India”Tara Electronics, Why Do Electric Cars Use Lithium Batteries Exploring the Advantages and ChallengesFurther ReadingEV Mechanica, Understanding Lithium-Ion Battery Technology in Electric VehiclesIBEF, Electric Vehicles: Electric Vehicle Industry in India and its GrowthFor a transcript of this episode, please visit https://climatebreak.org/lithium-ion-batteries-for-indias-clean-energy-future/. 

When the ground keeps giving back more than you put in, the story stops being about exploration and starts being about building a mine. Tartisan Nickel's latest drill hole at Kenbridge came back with 11 metres of high-grade nickel and copper at depth — backed by a second spike of nearly 5% nickel over 2 metres that few deposits anywhere can match. For a project that already has a shaft in the ground, a road in, and a mine plan on paper, these results are not a discovery — they are a confirmation. The next step is a pre-feasibility study.WHAT YOU NEED TO KNOWDeep Grade: Hole KB26-208 returned 11.0 metres of 1.05% nickel and 0.33% copper, including 2.0 metres of 4.79% nickel and 1.25% copper, plus an additional 3.5 metres of 2.87% nickel and 0.81% copper within the same zone.Model Tightening: This is the second infill hole of the 2026 program, targeting a zone with over 1 million tonnes of greater than 1% nickel that the company is working to move into higher-confidence categories ahead of pre-feasibility.Scale Program: 2,700 metres of drilling have been completed across the first three holes, with results from the third hole still pending and the fourth hole now drilling below the existing 622-metre shaft to test how deep this deposit really goes.Established Economics: The Updated PEA outlines a 9-year underground mining operation at 1,500 tonnes per day, with a pre-tax NPV of $182.5 million and a 26% internal rate of return.Critical Minerals: Kenbridge hosts Class 1 battery-grade nickel in one of the most mining-friendly jurisdictions on the planet, directly in the crosshairs of North American critical mineral strategy for EVs, energy storage and supply chain security.STRATEGIC IMPLICATIONSFor decades, the world has sourced nickel from offshore operations that are expensive to run, difficult to regulate and increasingly exposed to political risk. The result is a supply chain that North American manufacturers, defense agencies and battery makers have grown deeply uncomfortable depending on. Legacy producers have failed to bring new, high-grade, domestically sourced nickel online fast enough to close that gap.Kenbridge is the kind of asset that makes that problem smaller. It sits in northwestern Ontario with a shaft already sunk, a road already built, environmental baseline work already years deep, and active relationships with seven First Nations communities. It is not a greenfield dream — it is an advanced project hitting high-grade results and moving methodically toward a pre-feasibility study. Each new drill hole either confirms what is already known or expands what the deposit could become, and the current program is doing both.The timing could not be better aligned. Critical minerals have become a matter of national security on both sides of the border. The U.S. Department of Defense is actively backing domestic supply. Canada is accelerating its own critical mineral strategy. In that environment, a fully-owned, high-grade, road-accessible nickel and copper project with a mine plan already in hand does not stay small-cap forever.CEO MARK APPLEBY:"These are the kind of numbers that get people's attention. We've got the goods here — high grade, right where we need it, and it keeps showing up. We're heading into pre-feasibility this summer, and every hole we turn makes that a stronger story."INVESTOR TAKEAWAYThe world is running short on nickel and copper it can actually trust — mined safely, in stable jurisdictions, without a shipping container crossing three oceans. Kenbridge is already built into the ground, already permitted to advance, and already hitting the grades that make mine plans work. With a pre-feasibility study targeted for summer 2026 and drill results arriving hole by hole, Tartisan is not waiting for the market to come to it. It is building the kind of asset that larger players in a supply-starved industry will find very hard to ignore. 

Shoot us a Text.Episode #1270: Ford floats ideas to counter China's EV push, Detroit rethinks sedans as affordability pressures rise and Amazon proves even tech giants can't crack physical retail that easily.As Chinese automakers creep closer to U.S. soil, Ford CEO Jim Farley reportedly discussed a framework that would allow Chinese brands to build cars in America—through U.S.-controlled joint ventures. The idea? Compete without getting steamrolled.Farley discussed U.S.-majority joint ventures with Trump cabinet officials at the Detroit Auto Show.The structure would allow Chinese automakers to build in the U.S., sharing profits and tech with American partners.Trump recently said he'd be open to Chinese companies building plants and hiring Americans.GM opposes any Chinese entry, warning of lost market share and supplier disruption.New polling from the north shows that Canadian sentiment toward Chinese-built EVs has shifted sharply: 53% now say it wouldn't affect their purchase decision and 15% say they'd be more likely to buy—compared to 2024 when 61% said they were less likely to consider one.After years of betting big on SUVs and trucks, Detroit may be eyeing a return to sedans as affordability pressures mount.GM, Ford and Stellantis are all exploring affordable sedan options, including hybrids priced under $30,000.Passenger cars now make up just 18% of U.S. sales, down from 50% fifteen years agoAs Detroit exited sedans, Toyota's share of the U.S. sedan market jumped from 12% to 22%Dealers say losing sedans cost them entry-level buyers who later would've traded up to higher-margin SUVs and trucks.“If somebody could build an affordable sedan, it would sell,” said dealer Adam Lee. “We have made these cars so expensive that nobody can afford them.”Amazon is shutting down its Amazon Go and Fresh stores, admitting it couldn't crack the economics of brick-and-mortar grocery. Despite world-class logistics and tech, the company discovered what operators already know: physical retail is a grind.Amazon will close Go and Fresh locations after failing to build a scalable, profitable grocery model.Grocery is attractive because it's high-frequency and data-rich—fuel for Amazon's $21B ad business, but shoppers prioritize price, value, and location over tech like “Just Walk Out.”“Physical grocery is just brutally operational,” said Professor Andy Tsay, calling the margins “thin and unforgiving.”Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

We would love to hear your feedback!News Links for Ep 289A tipping point is here for the gig economy, and we felt it the moment two verdicts landed: Uber facing an $858.5M judgment in a sexual assault case under “apparent authority,” and Instacart ordered to pay nearly $16M after a fatal crash. We unpack what these rulings actually mean—where platform liability starts, where driver accountability remains, and how this could finally force safety to become a real product priority instead of a press release.From there, we widen the lens. A delivery drone fails midair near an apartment window, sending parts and smoke to the ground. Waymo confirms that when its robotaxis get stumped, human “fleet response” agents—including teams abroad—provide guidance while the software “stays in control.” Meanwhile, Tennessee considers doubling sidewalk delivery robot speeds to 20 mph, raising obvious questions about risk to pedestrians. We talk about what responsible autonomy should look like, how to design failure modes that don't maim people, and why public trust depends on clear logs, not vague assurances.On the ground, the work gets messy too. One driver finds illegal pills tucked in a hollowed-out bun for a motel drop, a perfect snapshot of how courier features can be exploited. We share the right playbook—screenshots, immediate police contact, and no returns to sender—and outline the policies platforms should adopt to stop turning drivers into mules. There's levity as well—a parakeet “driving” a Waymo earns a TOS warning—but the point stands: when tech meets everyday chaos, design has to assume mischief.We close with a practical angle: sustainability for high-mileage drivers. If you really live on the road, EVs can beat gas on total cost of ownership—no oil changes, fewer brake jobs, and predictable energy costs—despite pricier out-of-warranty fixes. With real safety investment, better insurance architecture, and smarter autonomy rollouts, gig work can be safer and more sustainable for the people carrying the load.If this resonated, tap follow, share with a friePlease fill out the survey for a chance for a 25.00 Gift Card!   Support the showEverything Gig Economy Podcast Related: Download the audio podcast Newsletter Octopus is a mobile entertainment tablet for your riders. Earn 100.00 per month for having the tablet in your car! No cost for the driver! Want to earn more and stay safe? Download Maxymo Love the show? You now have the opportunity to support the show with some great rewards by becoming a Patron. Tier #2 we offer free merch, an Extra in-depth podcast per month, and an NSFW pre-show https://www.patreon.com/thegigeconpodcast The Gig Economy Podcast Group. Download Telegram 1st, then click on the link to join. TikTok Subscribe on Youtube

We talk about cars all the time, but we're not out there test driving them very often so we don't really consider ourselves “car reviewers”. Reporting in general has changed significantly over the years, and the latest “review” on the F250 by Dan Neil in the WSJ shows how even car reviews aren't safe from bad taste and political soap boxes. In better car review news, the real car reviews on the new Rivian R2 have started to drop and we all seem to think it's a great step in the right direction EVs as a whole, but we would love to hear your thoughts on it. Dan is more excited for the Scout and Rivian R3, and we both think the new Slate is unfortunately doomed due to increasing costs. Who do you think was the biggest brand loser of 2025? We give our vote to Ford for having more recalls than we didn't think possible and the huge failure of the Lightning, which should have been an easy win. In really good consumer news, the Michelin and BF Goodrich discount is renewed for 2026 and you can save more than ever by buying from our partners at Discount Tire! Considering how warm it has been in the PNW, it's getting close to time to get those new summer tires anyway! The Avants Podcast is brought to you by our friends at STEK USA and Carter Seattle! Not an Avants member? https://www.avants.com/member-plans Leave us a review on Apple Podcasts!  Leave us a voicemail or send us a text any time at 425-298-7873! We're doing give aways! Leave us a review on Apple Podcasts and we'll pick a random name every 25th review!

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Environmental law has shifted dramatically over the last few decades. What started as a battle against pollution and hazardous waste has evolved into a massive sector focused on the energy transition and infrastructure development. Michael Gerrard shares stories from his 30-year career in private practice, including his work on the environmental permitting for the World Trade Center redevelopment after 9/11.Key Takeaways:Rebuilding History: The unique challenges of managing environmental review for the World Trade Center site.The Energy Transition: How the field is moving from "anti-pollution" lawsuits to facilitating the construction of renewable energy and transmission.Collaborative Practice: The intellectual reward of working alongside engineers, hydrologists, and biologists to solve complex problems.The "Adjacent" Fields: Why students should look into Water Law (especially in the West) and Toxic Torts.(00:00) - Introduction: Why Environmental Law is the Most Tangible Field (02:45) - From West Virginia to Big Law: Michael Gerrard's Career Path (05:45) - Case Study: Permitting the World Trade Center Redevelopment After 9/11 (07:23) - Myth Buster: Do You Need a Science Degree to Practice Environmental Law? (08:56) - The Shift: Moving from Pollution Control to the Energy Transition (12:15) - Shared Values: Working in NGOs vs. Large Law Firms (14:24) - Specialization: Clean Air Act, Water Law, and Toxic Torts (18:58) - 1L Advice: Why You Should Take "Tax" and "Corporations" (22:42) - Best Resources: Legal Planet, Grist, and Student Journals (24:02) - Current Landscape: Navigating Regulatory Changes and Political Shifts (25:37) - Finding Hope: Solar Prices, EVs, and the Role of Law in the Climate Crisis (28:08) - Host Debrief: Why Environmental Law Touches Every Practice Area (32:59) - Curriculum Chat: Water Law and Renewable Energy Courses Click here to view the episode transcript.

Yet another new research study is casting serious doubt on the idea that driving electric vehicles (EVs) has any positive effect on the environment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Canada's New EV Rebate Program: Everything You Need to KnowThis week on True North EV, host James dives deep into Canada's brand new Electric Vehicle Affordability Program (EVAP) - the biggest change to EV incentives in years.Starting February 16, 2026, Canadians can access:Up to $5,000 in rebates for battery-electric and fuel cell vehiclesUp to $2,500 for plug-in hybrid vehiclesPoint-of-sale incentives (applied immediately at the dealership)No price cap for Canadian-made EVs$50,000 transaction price limit for imported EVs from free-trade countriesIn This Episode:✅ The EVAP Program Explained - Who qualifies, how the pricing works, and which 35 vehicles are currently eligible✅ Infrastructure Investment - Breaking down the $84 million investment that will bring 8,000 new charging ports across Canada✅ The Chinese EV Question - A balanced look at why Chinese EVs are excluded and why that might actually be okay✅ Manitoba's Next Move - James's proposal for the province to pivot its rebate program to focus on used EVs without age restrictions✅ Host's Perspective - After a week of TV, radio, and newspaper interviews, James shares his honest take on why this is a great program (and where it could be improved)Key Takeaways:The $50,000 price cap is realistic for today's marketExcluding freight, PDI, taxes, and warranties from the price calculation gives manufacturers flexibilityPairing purchase incentives with charging infrastructure addresses both major barriers to EV adoptionThis could spark creative pricing and packaging from manufacturers competing to hit the $50K thresholdWhether you're considering your first EV, already driving electric, or just curious about Canada's automotive future, this episode breaks down everything you need to know about the EVAP program and what it means for drivers across the country.Connect with True North EV:Manitoba Electric Vehicle Association: Manitobaev.caEmail: truenorthevpodcast@gmail.com

In this episode of the podcast, Gary addresses common misconceptions and criticisms surrounding electric vehicles. He discusses various issues such as charging time, environmental impact, running costs, long-distance travel capabilities, charging infrastructure, grid capacity, vehicle pricing, and perceptions of EVs as 'real cars'. Throughout the conversation, he provides insights and counterarguments to these concerns, aiming to clarify the realities of owning and operating an electric vehicle.TakeawaysCharging an EV can be done while doing other activities.The environmental impact of EVs is less significant over time.Running costs of EVs can be lower than petrol cars in many cases.Long-distance travel is feasible with proper planning and infrastructure.Charging infrastructure has improved significantly in recent years.Grid capacity is being planned for the transition to electric vehicles.The price of electric vehicles has decreased over time.Perceptions of EVs as not being 'real cars' are outdated.Public charging costs vary widely and can be managed effectively.EVs offer a quieter and more efficient driving experience. Chapters00:00 Introduction to EV Problems01:02 Charging Time Concerns01:31 They take too long to charge03:48 Environmental Impact of EVs04:53 Cost of Running EVs vs Petrol Cars08:02 They can't do the distance10:17 Charging Infrastructure Issues15:15 Grid Capacity and Power Supply16:11 Cars are too expensive16:27 Cost of EVs17:46 Perceptions of EVs as 'Real Cars'The EV Musings Podcast is sponsored by Zapmap, the go-to app for EV drivers, helping you find and pay for public charging with confidence.Links in the show notes:Living Without a Home EV Charger: Real-World Costs and Strategies - The EV Musings PodcastRapid Charging pricesLeccy.net Charging PricesEpisode produced by Arran Sheppard at Urban Podcasts: https://www.urbanpodcasts.co.uk(C) 2019-2026 Gary ComerfordSupport me: Patreon Link: http://www.patreon.com/evmusingsKo-fi Link: http://www.ko-fi.com/evmusingsThe Books:'So, you've gone electric?' on Amazon : https://www.amazon.co.uk/dp/B07Q5JVF1X'So, you've gone renewable?' on Amazon : https://amzn.to/3LXvIckSocial Media:EVMusings: Twitter https://twitter.com/MusingsEvInstagram: @EVmusingsOctopus Energy referral code (Click this link to get started) https://share.octopus.energy/neat-star-460Upgrade to smarter EV driving with a free week's trial of Zapmap Premium, find out more here https://evmusings.com/zapmap-premium

The federal government’s history indicates billions more could be squandered on EVs. Rick Rule warns that there’s little assurance our money will go far. Meanwhile, startling new data reveals the significant costs asylum seekers are imposing on the healthcare system.See omnystudio.com/listener for privacy information.

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss the Tesla Semi, Toyota Highlander EV, Rivian R2, Ferrari Luce, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla (TSLA) US sales estimated to have dropped 17% in January Tesla (TSLA) sales in China crash 45% to lowest level in over three years Tesla is quoting $290,000 for its 500-miles electric semi truck Tesla launches Cybertruck V2G program in Texas, earning money with your truck's battery pack Tesla announces Powerwall 3P with native three-phase inverter Toyota reveals the Highlander EV as first 3-row electric SUV with 320 miles range [Images] Rivian (RIVN) Q4 and full 2025 earnings report: Tremendous YoY growth led by software Rivian R2 prototypes hit the media and revealed new performance specs as a Tesla Model Y competitor Ferrari reveals name of first electric car, ‘Luce,' shows off Jony Ive-designed interior EPA finalizes illegal dirty air plan to hike fuel costs 76c/gal, despite public outcry Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/t2mWV6bi2fw

Simon's live update for Ben Kentish's late night programme on the UK's LBC, as President Trump takes fresh steps to eviscerate U.S. efforts to combat climate change.#climate #Trump #cars #EVs #oil #midterms #Congress

Tom Bevan, Carl Cannon and RCP White House Correspondent Phil Wegmann discuss President Donald Trump's media habits and whether Homeland Security Secretary Kristi Noem is cooked. Then, Tom and Carl interview guest Steve Cortes about his new short documentary on the influx of Chinese nationals at U.S. universities. Next, they discuss news that Detroit automakers lost $60 on EVs, and Disney lost $170 million on Snow White. And, the guys give up their "You Cannot Be Serious" stories for this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The people of Tumbler Ridge will be joined by local, provincial and federal leaders as they hold a vigil tonight to mourn those lost in Tuesday's shooting.Also: German Chancellor Friedrich Merz says the U.S. and Europe need to repair and revive trans-Atlantic trust. Merz says a deep rift has opened up, driven by tariffs and U.S. president Donald Trump's efforts to take over Greenland and to get out of NATO.And: An LA-based company that makes personalized AI avatars has signed a deal with MLB's Players Inc — the business arm of the players' association. They're creating stylized, cartoonish avatars of baseball players that fans will be able to chat with one-on-one.Plus: Federal election annulled in Quebec riding, whether rebates on EVs will make a difference to car buyers, dual citizens of the United Kingdom and Canada are caught up in new travel rules, and more.

In 2024, Ethiopia did something revolutionary. It banned the import of fossil fuel cars and cut tariffs on electric vehicles. This week on Zero, Akshat Rathi talks with producer Oscar Boyd and Ethiopia-based EV entrepreneur Yuma Sasaki about the EV boom that ensued and what that tells us about the growth of EVs in rapidly developing countries like Ethiopia. Read more: Electric Vehicle Sales Boom as Ethiopia Bans Fossil-Fuel Car Imports Dodai's website: https://dodai.co Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Fasika Tadesse, Sommer Saadi, Laura Millan, and Sharon Chen. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green. See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1267: CarMax taps a hospitality CEO to sharpen its digital edge, Toyota makes a disciplined move into three-row EVs with the Highlander name, and AI-generated resumes are creating new hiring headaches for retailers and operators. Show Notes with links: CarMax brings in a hospitality heavyweight to steer its turnaround. The nation's largest used-car retailer has tapped former InterContinental Hotels Group CEO Keith Barr to lead the charge as sales stall and Carvana gains ground. His mission: sharpen digital retail and squeeze costs.Barr takes over in March, replacing Bill Nash amid stagnant sales and rising competition from Carvana.CarMax operates 250+ stores covering 85% of the U.S., but retail volumes fell 8% last quarter.The focus: improve online conversion, streamline vehicle acquisition and reconditioning costs.Analysts say CarMax's omnichannel model may be confusing buyers and hurting digital sales.Barr is confident: “All those foundational pieces are there… we're going to sell more cars and continue to create more value for shareholders.”Toyota is making a calculated move into EVs with the Highlander EV—on its own terms. By putting the Highlander name on a three-row electric SUV, the company signals a strategic shift rooted in discipline, profitability, and market timing rather than rapid expansion.Toyota preserved margins while competitors absorbed heavy EV losses, maintaining flexibility as demand cooled.It's entering the most profitable U.S. segment—three-row midsize SUVs—with a name buyers already trust.Domestic production in Kentucky reduces tariff exposure and political risk while strengthening its U.S. footprint.Leadership under CEO Koji Sato appears focused on controlled scale and sustainable growth.AI may be speeding up hiring—but it's also muddying the truth. New survey data shows a growing disconnect between what candidates claim on resumes and what they can actually do on the job, with AI tools making embellishment easier than ever.80% of hiring managers say resumes often don't match real-world skills; 34% say it happens “all the time” or “often.”Retail examples include POS “experts” who couldn't navigate the system and candidates who folded instantly in negotiation role-play.86% of hiring leaders believe AI makes it too easy to exaggerate skills; 42% see it as a serious hiring risk.Meanwhile, 80% of hiring managers dislike AI-generated resumes, and over half are less likely to hire obvious AI users.As Express CEO Bob Funk Jr. put it: “Integrity is still a competitive advantage.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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

Thanks to our Partners, NAPA Auto Care and NAPA TRACS Watch Full Video Episode In this episode, Carm Capriotto reconnects with industry veteran Peter Rudloff to explore his transition from shop owner to consultant, his “stay in your lane” philosophy, and the future of EV repair. Rudloff shares how a 25-year exit plan allowed him to retire from shop ownership at 47 and transition into his home-based “Pete Cave,” where he continues hands-on work without managing employees. He later founded Rhino Collective LLC, helping manufacturers connect engineering with real-world repair. A central theme is specialization. By focusing on domestic and Asian vehicles and avoiding brands like BMW, Rudloff improved efficiency and profitability. He argues that staying within your strengths leads to “profit by default” and long-term stability. Looking ahead, he predicts EVs will dominate, and repair will shift toward modular, aircraft-style maintenance. He encourages new shop owners to consider EV specialization as a growth path. Rudloff also emphasizes ongoing education, recommending 60 hours of training per year and crediting the Delaware Training Group as a major influence on his career. This episode delivers clear, practical insight on focus, future-proofing, and lifelong learning in today's repair industry. Peter Rudloff, Rhino Collective LLC, petervrudloff@gmail.com Thanks to our Partners, NAPA Auto Care and NAPA TRACS Learn more about NAPA Auto Care and the benefits of being part of the NAPA family by visiting https://www.napaonline.com/en/auto-care NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Connect with the Podcast: - Follow on Facebook: https://www.facebook.com/RemarkableResultsRadioPodcast/ - Join Our Virtual Toastmasters Club: https://remarkableresults.biz/toastmasters - Join Our Private Facebook Community: https://www.facebook.com/groups/1734687266778976 - Subscribe on YouTube: https://www.youtube.com/carmcapriotto - Follow on LinkedIn: