Podcasts about fsd

Play Episode Listen Later Jul 24, 2026 10:21

- VW Profit Margin Drops Below 2% - CATL Profit Shoots Up 42% - Tesla Shorts Made $4 Billion Yesterday - France Turns Up Its Nose to FSD - Porsche To Ax 5,000 More Jobs - Trump's New Tariffs Won't Affect Autos - Cadillac F1 Investor Faces SEC Investigation - Hyundai Forms Bi-Directional Charging Business Unit - Massachusetts Pays for V2G - Volvo EX60 Gets 330 Mile Rating

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AD #4341 - VW Profit Margin Drops Below 2%; Tesla Shorts Made $4 Billion Yesterday; Cadillac F1 Investor Faces SEC Investigation

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Jul 24, 2026 10:05 Transcription Available

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Tesla's Q2 2026 Earnings Call

Play Episode Listen Later Jul 24, 2026 79:56

Tesla's Q2 2026 earnings call brought big updates on high-stakes bets, hardware upgrades, and aggressive infrastructure scaling. Host Bodie breaks down Elon Musk's ambitious vision, covering record Model Y deliveries, soaring FSD adoption, and the push toward unsupervised Robotaxi deployments across major cities. The episode analyzes Tesla's massive CapEx expansion—from the Fremont Optimus line to Megapods and the newly teased TerraFab project—while questioning the timeline for generalized humanoid tasks and full self-driving hardware retrofits. Bodie also tackles tough retail investor questions from Say.com that executive leadership dodged, including CyberCab volume targets and SpaceX collaboration details. Tune in for an insightful, no-nonsense analysis of Tesla's long-term autonomy roadmap, financial monetization strategies, and production realities. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube (https://www.youtube.com/@beyondthepostfm) Beyond the Post Podcast (https://www.beyondthepost.fm/) Shuffle Playlist (https://shows.acast.com/shuffle-playlist) 918Digital Website (https://www.918digital.com/) News Links: Tesla Q2 2026 Webcast Audio Stream *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Tesla, el futuro Land Rover GT y la letra pequeña del Plan Auto+: actualidad eléctrica | EP694 | 24/07/2026

Play Episode Listen Later Jul 24, 2026 14:06

En el episodio de hoy repasamos las novedades más destacadas de la movilidad eléctrica: la letra pequeña del nuevo Plan Auto+ en España, el freno de Francia al despliegue del FSD supervisado de Tesla, los resultados financieros de Tesla en el segundo trimestre de 2026, el futuro Land Rover GT eléctrico basado en la plataforma EMA y el lanzamiento del SUV premium Voya Passion S. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

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Transfer Market Madness As Morgan Rogers Joins Chelsea For £117m

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Play Episode Listen Later Jul 22, 2026 39:55

The Premier League returns in a month's time and the transfer window has kicked into overdrive, as Chelsea's spending continues. The Blues have signed Aston Villa's Morgan Rogers for £117m as they look to get back to where they think they belong next season. Elsewhere, Villa are set to replace Rogers with Chelsea winger Alejandro Garnacho, and another winger - Crysencio Summerville - is on his way to Al-Hilal in Saudi Arabia for over £60m. Marley and Joel are on hand to dissect all the headlines on today's FSD! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Audi acelera, Tesla conecta y BMW rompe precios | 22/07/2026 | EP692

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Jul 22, 2026 8:36

En el episodio de hoy repasamos las novedades más destacadas de la movilidad eléctrica: el futuro Audi A2 e-tron, la integración de Starlink en el Tesla Cybercab, las mejoras del FSD para Hardware 3, el nuevo MG 07, la oferta del Dongfeng MAGE PHEV y el BMW iX3, que ya es más barato que su equivalente de gasolina.

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A Tale of Two Grandparents: Aging, Mobility, and Autonomy

Play Episode Listen Later Jul 20, 2026 34:52

Episode Summary Welcome to a weekend edition of Kilowatt, where we break down the latest shifts in electric vehicles, autonomous driving, and renewable energy. In this episode, we dive into the details of California's newly structured EV rebate program and explore Norway's staggering, world-leading 98.1% EV registration market share dominated by the Tesla Model Y. We also discuss the impending arrival of affordable Chinese EVs like Dongfeng's Nami Box and Vigo into the Canadian market under reduced tariffs. Turning to Tesla news, we unpack the recent recall of nearly 20,000 older Model 3 and Model Y vehicles due to overly bright low-beam headlights. Additionally, we cover the NTSB's latest findings regarding the tragic FSD crash in Texas, Elon Musk's promises regarding personalized FSD driver preference learning, and Tesla's plans to build a purpose-built, wheelchair-accessible autonomous vehicle outside Austin. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube (https://www.youtube.com/@beyondthepostfm) Beyond the Post Podcast (https://www.beyondthepost.fm/) Shuffle Playlist (https://shows.acast.com/shuffle-playlist) 918Digital Website (https://www.918digital.com/) News Links: Elon Musk says your Tesla will start to learn your individual preferences Tesla Must Recall 20,000 Vehicles Over Bright Headlights EVs At 98.3% Share In Norway — Tesla Model Y Leads California's EV Rebate Won't Apply To All Cars. These 13 Automakers Qualify Tesla FSD Investigation: NTSB Confirms Driver Pressed Accelerator in House Crash Americans Can't Have These Affordable Chinese EVs. But They're Coming To Canada Tesla reveals development of wheelchair-accessible autonomous vehicle *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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SoH Crisis Takeaways: Obliterating Peak Oil Demand, SoH Edition (EP221)

Super-Spiked Podcast

Play Episode Listen Later Jul 18, 2026 18:22

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

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England Bottle World Cup Semi Final To Argentina

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Play Episode Listen Later Jul 16, 2026 41:50

England conceded two goals in seven minutes to snatch defeat from the jaws of victory on Wednesday night, as Argentina set up a World Cup final against Spain. Niall and Marley battle hangovers to bring you reaction to the Three Lions' latest failure on today's FSD. SUBSCRIBE NOW: https://footballsocialdaily.supportingcast.fm/ Instagram: https://www.instagram.com/fsdpod?igsh=MjQ5d29veGdoMmZ4&utm_source=qr X: Football Social Daily (@FSDPod) on X TikTok: https://www.tiktok.com/@footballsocialdaily Telegram Group: Football Social Daily - Chat, Podcast and Match Discussion Merch Store: FootballSocialDaily - Etsy UK Learn more about your ad choices. Visit podcastchoices.com/adchoices

Yes, even Nvidia's head of automotive is fighting for compute

Decoder with Nilay Patel

Play Episode Listen Later Jul 13, 2026 71:56

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

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Episode 571: FSD v14 Lite (Hardware 3) First Impressions

Ride the Lightning: Tesla Motors Unofficial Podcast

Play Episode Listen Later Jul 12, 2026 95:13

I got to experience the long-awaited FSD v14 Lite for the older Hardware 3 cars, and I want to tell you all about it. Plus: the Model Y gets a "cool" new accessory, California offers up a new EV incentive, the US market gets a very affordable new EV (but there's a catch), and more! Oh, and if you'd like to watch the FSD v14 (AI4) vs. FSD v14 Lite (HW3) comparison video I did with Tesla Raj, here it is: https://www.youtube.com/watch?v=31aHojmgMEc If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at any Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code RTL250 to get $250 off your XCare Premium or Battery & Drive Unit Protection Plan using the one-time payment option! Offer expires July 31! Go to https://xcare.com to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com. And make your garage door foolproof with the Infinity Shield – get yours at https://www.infinity-shield.com and use the promo code RTL at checkout for a $25 discount.

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#120: El método Musk y la OPV de SpaceX con Alejandro Sahuquillo

Una vida invirtiendo - El Podcast de Juan Such (Rankia)

Play Episode Listen Later Jul 9, 2026 112:06

En este episodio charlo con Alejandro Sahuquillo Ortiz, autor del reciente libro The Musk Way donde intenta descifrar la forma de trabajar de Elon Musk a partir de entrevistas que ha realizado con antiguos empleados de SpaceX, Tesla, PayPal y Neuralink, además de expertos en la industria automotriz y aeroespacial. El objetivo, como ya hice en el episodio 84 con Emérito Quintana, es estudiar qué hay detrás del método y procesos que aplica Elon en sus empresas: cómo contrata, cómo elimina burocracia, cómo acelera la iteración y cómo convierte proyectos aparentemente imposibles en empresas con ventajas competitivas difíciles de replicar.Alejandro tiene una trayectoria poco convencional: estudió farmacia y arquitectura, fundó Languing, una startup de aprendizaje de idiomas que no salió adelante, y a partir de ese revés empezó a estudiar inversión y grandes emprendedores. En 2019, tras ver el Autonomy Day de Tesla, concentró buena parte de su capital en la compañía y empezó a seguirla con la mentalidad de quien no solo analiza una acción, sino la cultura empresarial que hay detrás.En el episodio arrancamos con la reciente salida a Bolsa de SpaceX, la mayor OPV de la historia. Desgranamos las tres patas del negocio —lanzamientos, Starlink y la apuesta por la infraestructura de IA, incluidos los centros de datos en órbita— y qué opcionalidad está pagando realmente el mercado en una compañía que aún no genera beneficios. Después reconstruimos los principios de The Musk Way: pensar desde la hoja en blanco, alinear vectores, hacer las cosas mejor, más baratas y más rápidas, y conseguir que el producto sea tan bueno que se venda solo. Hablamos de equipos pequeños, de señal frente a ruido y de la obsesión por eliminar capas que no aportan producto.Alejandro explica por qué mantiene una tesis muy concentrada en Tesla alrededor de FSD, Optimus y la capacidad de ejecución de Musk. Terminamos con el reverso del método —el burnout, la dureza cultural, la concentración de poder y el riesgo de copiar superficialmente un sistema que funciona en contextos muy concretos—, en una fascinante conversación sobre inversión, emprendimiento, cultura empresarial y aprendizaje a largo plazo.Este episodio cuenta con el apoyo de Hamco Asset Management, gestora independiente española especializada en deep value. Recientemente ha completado la fusión de su fondo estrella, el Hamco Global Value Fund, en una SICAV luxemburguesa, ampliando su alcance internacional. Más info en www.hamco.esTEMAS0:00 – Introducción2:10 – La atípica trayectoria profesional de Alejandro 4:04 – El origen del libro "The Musk way"8:05 – Aprender a "cabalgar"11:51 – Cómo capta talento Elon14:16 – La salida a bolsa histórica de SpaceX16:20 – Por qué SpaceX es tan valorada por el mercado19:30 – Centros de datos en el espacio24:32 – Starship y la reutilización total de los cohetes 31:13 – Los bonus multimillonarios de Musk en Tesla y SpaceX 35:46 – Enterprise software: el verdadero mercado que persigue SpaceX38:46 – La compra de Cursor y la integración vertical 44:30 – Grok, xAI y el talento perdido 47:54 – Macrohard: el "Optimus digital" 1:04:47 – Los 4 principios del método Musk (I): la hoja en blanco y el algoritmo 1:13:14 – (II): Alinear vectores 1:16:34 – (III): Mejor, más rápido, más barato 1:19:44 – (IV): El producto se debe vender solo 1:26:18 – El lado oscuro: burnout en las empresas de Musk 1:28:25 – La neurodivergencia de Elon Musk 1:35:36 – Hyperloop, Boring Company y Neuralink1:39:46 – Invertir en SpaceX o quedarse en Tesla1:44:56 – Ventajas competitivas de Tesla: FSD y Optimus Más info en el blog de Juan Such en Rankia:https://www.rankia.com/blog/such/7398668-120-metodo-musk-opv-spacex-alejandro-sahuquillo

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

Sinica Podcast

Play Episode Listen Later Jul 8, 2026 64:09

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

Model Y L kommt in den USA, Robotaxi Dienst erweitert, Update zur Optimus Fabrik und mehr

Tesla Welt - Der deutschsprachige Tesla Podcast

Play Episode Listen Later Jul 8, 2026

0:00 Intro 2:03 Model Y L kommt in den USA und UAE. Wie stehen die Chancen bei uns? 15:25 Tesla erweitert Robotaxi-Dienst – neue Hoffnung auf FSD in Deutschland 25:52 Tesla baut das nächste Jahrhundertprodukt – Optimus-Fabriken entstehen 36:16 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 - AUTOZENTRUM SCHMITZ: Fairer Tesla An- & Verkauf beim größten Tesla Autohändler: https://www.autozentrum-schmitz.de/ - HANKOOK: Hier geht's zum Gewinnspiel & zu den besten Reifen für E-Autos: https://www.hankook-promotion.de/tesla-welt - SHOP4TESLA: Erhalte 10% Rabatt mit dem Code "teslawelt" auf jetzt alle Produkte: https://www.shop4tesla.com/?ref=TeslaWelt - HOLY: Erhalte 10% Rabatt mit dem Code "TESLAWELT" auf alle Produkte: https://de.weareholy.com/?ref=teslawelt - CARBONIFY: THG Quoten Prämie. Transparent und fair : https://carbonify.de/?utm_source=youtube&utm_medium=video&utm_campaign=Teslawelt - Der Tesla Welt Merchshop: https://teslawelt.myspreadshop.de/ - Elon Musk Biografie von Walter Isaacson: https://amzn.to/3sETBBi - Deutsche Version: https://amzn.to/45HZfkF - Die mit - gekennzeichneten Links sind Affiliate-Links. Es handelt sich hierbei um bezahlte Werbung. Ein Kauf über einen Affiliate-Link unterstützt den Kanal und für euch entstehen dabei selbstverständlich keinerlei Mehrkosten! Für direkte Unterstützung werdet Tesla Welt Kanalmitglied und erhalte exklusive Vorteile: https://www.youtube.com/channel/UCK0nQCNCloToqNKhbJ1QGfA/join - oder direkt per PayPal: an feedback@teslawelt.de Folgt mir gerne auch auf X (Twitter): https://twitter.com/teslawelt Musik: Titel: My Little Kingdom Autor: Golden Duck Orchestra Source Licence Download(MB)

NIO vs. Li Auto Stays Ugly, Chery Goes Global & Tesla Faces New Pressure | China EVs & More #249

China EVs & More

Play Episode Listen Later Jul 7, 2026 34:07 Transcription Available

China's EV industry isn't slowing down—it's becoming even more competitive.In Episode 249, Tu Le and Lei Xing break down the escalating rivalry between NIO and Li Auto, examine why Chery is rapidly becoming one of China's most successful global automakers, and discuss what Tesla, Mercedes and other legacy automakers are up against as Chinese brands expand at home and abroad. The conversation explores Chery's potential manufacturing partnership in the UK, the latest May sales results, NIO's growing momentum with the ES9, Li Auto's recent challenges, Mercedes' next-generation EV strategy, and why intelligent driving, software and global manufacturing are becoming the next battlegrounds in the automotive industry.If you want to understand where the global auto industry is headed—and which companies are building long-term advantages—this episode connects the dots beyond the headlines. They also hit:Why Chery's export strategy is reshaping its global ambitionsWhether NIO's recent product launches have finally changed its trajectoryThe growing tension between NIO and Li Auto—and what it says about China's increasingly competitive EV marketWhy Mercedes is betting heavily on Chinese software and intelligent drivingTesla's resilience in China despite a flood of new competitorsHow intelligent driving has become the industry's newest competitive battlefieldWhy China's leading EV makers are preparing for a very different next phase of growth. SEO KeywordsChina EVs, China EVs and More, Chery, NIO, Li Auto, Tesla China, Mercedes China, Chinese automakers, EV exports, China auto market, intelligent driving, autonomous driving, EV competition, Chery UK, electric vehicles, BYD, XPeng, Geely, Tu Le, Lei Xing, Sino Auto InsightsSuggested YouTube Chapters00:00 Welcome & Episode Setup 01:30 Chery's UK Manufacturing Move 03:10 Chery's Export Strategy & Global Push 05:15 Is Chery Too Dependent on Exports? 07:35 BYD, Geely, Chery & China's Global Automakers 09:40 May Sales: Tesla, LeapMotor, Xiaomi & NIO 10:55 NIO Momentum: ES8 / ES9 Update 11:15 NIO vs. Li Auto Suspension Test Controversy 13:15 Li Auto Under Pressure 15:55 Xiaomi, HIMA & the 30K+ Monthly Sales Club 17:30 Mercedes GLC, Momenta & China-Specific EV Tech 20:50 XPeng, FSD & China's Intelligent Driving Race 23:10 China EVs Entering Canada 25:00 USMCA, Canada & Chinese EV Investment 26:35 Honda's China Collapse 27:25 Legacy Automakers' Only Path Forward in China 29:45 Fast Charging, Battery Life & Viewer Q&A 31:30 Built-In Fridges, BYD, NIO & Closing Thoughts

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122: Selvkørende sommerhygge – FSD/AI/IS

Silberbauer & Blomseth

Play Episode Listen Later Jul 5, 2026 57:31 Transcription Available

Klaus fik lovet Thomas en prøvetur i teslaen med FSD, så han må begive sig ad motor-, lande-, og grusveje for at finde frem til koordinaterne på Thomas' hemmelige opholdssted langt mod nord.Det bliver til et selvkørende cruise gennem sommerlandet på jagt efter en legendarisk ko-is, som dog ikke lader sig finde, ad smalle veje og gennem 90 graders kurver med særdeles behagelig lateral acceleration — og med et komisk mislykket forsøg på en automatisk parkering.Får de to nørder deres is? Er tre kugler mon for meget? Skal der guf på? Overlever alle cykelturister? Og har Thomas virkelig overvågningsdroner flyvende over sin forskningsstation?****Nu også på YouTube — hvis du bedst kan lide din podcast med uden video. https://youtube.com/@silberblom****Hvem betaler for Silberbauer & Blomseth?Det gør vi selv. Vores indhold er på ingen måde egnet til sponsorer eller reklamer for proteinpulver, VPN-forbindelse eller e-bøger. Så hosting, udstyr og alt det der er på egen regning. Det eneste vi beder om til gengæld (hvis du altså kan lide det, vi laver) er at du smider stjerner, og måske oven i købet en lille anbefaling, efter os på Apple Podcast. Det betyder alverden. Vi higer jo allesammen efter anerkendelse i en eller anden form. Husk at følge os på Bluesky (@silberblom)Linktree

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Episode 424 | Autonomy Markets: Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

The Road to Autonomy

Play Episode Listen Later Jul 4, 2026 34:43

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber's partnership in Phoenix, Tesla's Cybercab hitting the streets of Austin branded for America 250 and Waymo's "Because they're everything" World Cup campaign.As Tesla gets closer and closer to putting the Cybercab into service, the U.S. Government is inching toward a national framework that would allow vehicles with no steering wheel and no pedals to deploy across all 50 states and charge for rides.It is the regulatory environment that we believe Tesla is waiting to change before deploying Cybercab into the fleet, even if the rides are free. As Tesla waits for regulatory certainty, The Road to Autonomy broke the news that Waymo and Uber quietly ended their Phoenix partnership, noticing an update on the Uber autonomous vehicle site.The Phoenix partnership, which lasted 948 days, consisted of a fleet of 12 vehicles that serviced a 180 square mile area. Important to note that this was a dedicated fleet for Uber and the vehicles were not part of the traditional Waymo fleet.Now that Waymo and Uber have divorced in Phoenix, we believe it is only a matter of time until they divorce in Austin, where the service has been live for 482 days, and Atlanta, where the service has been live for 370 days. Both partnerships could unwind by the first quarter of 2027.On the Foreign Autonomy Desk, Grayson and Walt discuss the global growth of FSD and Volkswagen and Bosch ending their automated driving partnership, the latest in a long line of stalled autonomy efforts at the German automaker.Episode Chapters00:00 Happy 250th Birthday, America1:15 Waymo and Uber Phoenix Divorce5:47 Dara, Nuro and Wayve Signals8:24 Who Could Backfill Phoenix for Uber?13:52 The Fizzling Demand Narrative17:51 Cybercab, Branded for America 25021:53 Regulatory, Not Safety, Is Holding Cybercab Back24:50 Tesla Semi25:54 Waymo's World Cup Because They're Everything Campaign28:06 Robotaxis at Airports29:32 Chinese Made Vehicles31:11 Foreign Autonomy Desk34:15 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#300 - Blodbad i AI-aktierne, Tesla-rekordsalg og X Money, ny stor konkurrent til Circle, OpenAI vil give staten 5%, ugens tema: Kapitulation i compute + meget mere

Aktieuniverset

Play Episode Listen Later Jul 4, 2026 77:42

Blodbad i AI-aktierne: Mange af de aktier, vi har talt mest om, er nede 15-25%, efter Meta annoncerede, at de vil sælge deres overskydende AI-computerkraft. Ugens tema er Mads' modsvar til boble-snakken: Boblen kan slet ikke pustes op, for der er ikke noget luft at puste med - TSMC, elselskaberne og memory-producenterne kan ikke levere mere, og selskaberne kæmper om at sikre sig compute, inden efterspørgslen løber fra udbuddet. Tesla leverede 480.126 biler - langt over forventningerne - og Elon lancerede X Money: en genoplivning af PayPal-visionen, som kan blive ubehagelig for de etablerede finanshuse. Og Circle fik en formidabel konkurrent, da over 100 finansgiganter med Visa, Mastercard og BlackRock i spidsen gik sammen om en fælles stablecoin - med et indbygget innovators dilemma. Derudover: OpenAI overvejer at give staten 5% ejerskab, Apple forhandler om kinesiske memory-chips, Anthropic og Samsung taler om en ny AI-chip, Palantir henter Nvidias Nemotron ind, Super Micro fik besøg af myndighederne i Taiwan, og FSD blev godkendt i Danmark. Plus ugens køb i Pluto.Markets-porteføljen: Oracle, IREN, Merlin og SolarEdge. Denne episode er sponsoreret af Ansnei. Sikre din virksomhed eller hjem med et højteknologisk alarmsystem. Klik ind på Ansnei.com/aktie og få et ekslusivt tilbud på en sikkerhedsløsning og alarmpakke. Denne episode er sponsoreret af Dansk Transportoptimering. Få optimeret og effektiviseret transport, distribution og logistik til din virksomhed. Læs mere på dto-as.dk. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset. Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten. Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠ Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

money ai apple pr elon musk fb tesla circle taiwan paypal fund markets oracle samsung visa openai alt pluto blackrock mastercard etf denne merlin mere danmark podcasten anthropic mange vil palantir stor simplecast mads tsmc klik staten compute skriv meget historisk konkurrent iren ugens fsd kapitulation supermicro saxo bank sikre tjek nordnet solaredge blodbad invester indholdet overvej aktierne

29.06 Geeniuse digisaade: Suur hinnatõus ja tippklassi mängurihiired

Digitund. Roonemaa ja Lõugas | Geenius Raadio

Play Episode Listen Later Jun 29, 2026 50:19

Tänast saadet alustame hinnatõusuga – Apple kergitas paljude seadmete hindu ning tõusnud on ka teiste elektroonikaseadmete hinnad. Valve'i kauaoodatud mängukonsool Steam Machine saabus eelmüüki, ja samuti krõbeda hinnaga. Üks populaarne telefonibränd on tõenäoliselt Eestist lahkumas. Euroopa Liit haub oma sotsisaalvõrgustikuplaane. Meelis testis kahte kallist mängurihiirt ja jagab muljeid. Saate lõpetab FSD-tualetipott.Saate teemad:- Apple tõstis paljude toodete hindu.- Valve'i Steam Machine on oodatust kallim.- OnePlus lahkub ilmselt Eestist, millest oleks kahju.- Võrdluses on Logitechi ja Razeri parimad mängurihiired.- W Social on Euroopa uus suhtlusvõrgustik, mis püüab konkureerida USA teenustega.- Iseliikuv WC-pott sõidab vajadusel kliendi juurde.Kui sul on meile küsimusi või tahad jagada oma kogemusi tehnikamaailmas, kirjuta meile: kirjad@digisaade.eeSaadet teevad Hans Lõugas, Glen Pilvre ja Meelis Väljamäe.Tunnusmuusika: Glen Pilvre, Paul Oja.

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Bogosity Podcast for 28 June 2026

The Bogosity Podcast

Play Episode Listen Later Jun 28, 2026 40:24

News of the Bogus: 0:43 – Gabbard Releases Fauci COVID Documents https://www.newsmax.com/newsfront/tulsi-gabbard-dni-anthony-fauci/2026/06/19/id/1260286/ Fauci Funded Wuhan Lab Research That Sparked COVID https://www.odni.gov/index.php/newsroom/reports-publications/reports-publications-2026/4165-fauci-funded-wuhan-lab-research-that-sparked-covid 8:45 – Majority of Americans do not rely on AI to get their news, new poll finds https://justthenews.com/nation/technology/majority-americans-do-not-rely-ai-get-their-news-new-poll-finds 14:14 – Hawaii Carry Law Struck Down: Wolford v. Lopez https://www.supremecourt.gov/opinions/25pdf/24-1046_nmio.pdf 23:39 – Biggest Bogon Emitter: The News Media New Media Coverage of Tesla Crash: Tesla Driver Using Autopilot Crashes Into Home in Texas and Kills a Woman, Officials Say https://www.nytimes.com/2026/06/21/us/tesla-autopilot-crash-texas.html https://x.com/ElectrekCo/status/2069162551959519713 https://x.com/ABCWorldNews/status/2068504260233334907 https://x.com/SawyerMerritt/status/2068676226370154841 https://x.com/suburbangrrl73/status/2068899454263148891 https://x.com/Cyber_Trailer/status/2068924006795989020 https://x.com/SawyerMerritt/status/2069169464923525594 https://x.com/aelluswamy/status/2069174757564793137 News Media Stories After Accelerator Revelation: US opens probe of fatal Tesla crash into Texas home https://www.reuters.com/world/us/us-opens-probe-into-fatal-tesla-crash-into-texas-home-2026-06-22/ Tesla admits FSD was on in fatal Texas crash, blames driver for ‘overriding’ it https://electrek.co/2026/06/23/tesla-fsd-katy-crash-driver-pedal/ 32:40 – Idiot Extraordinaire: Wikipedia Left-leaning Wikipedia blocked founder from editing site — after he campaigned to make it more balanced https://nypost.com/2026/06/22/tech/left-leaning-wikipedia-blocked-founder-from-editing-site-after-he-campaigned-to-make-it-more-balanced/ Wikipedia bans co-founder indefinitely for promoting initiative to make it less biased, including against Jews, Israel https://www.jns.org/news/u-s-news/wikipedia-bans-cofounder-indefinitely-for-promoting-initiative-to-make-it-less-biased-including-against-jews-israel Larry Sanger on X: https://x.com/lsanger/status/2069490593420513709 https://x.com/lsanger/status/2070180214156460386 This Week’s Quote: “Chase after the truth like all hell and you’ll free yourself, even though you never touch its coat tails.” —Clarence Darrow 🔊Pᴏᴅᴄᴀꜱᴛ: https://podcast.bogosity.tv/💬Dɪꜱᴄᴏʀᴅ: https://discord.bogosity.tv/▶️YᴏᴜTᴜʙᴇ: https://www.youtube.com/shanedk▶️Oᴅʏsᴇᴇ: https://odysee.com/%24/invite/@shanedk:4▶️Rᴜᴍʙʟᴇ https://rumble.com/c/shanedk💰Dᴏɴᴀᴛᴇ ᴏʀ ꜱᴜʙꜱᴄʀɪʙᴇ: https://donate.bogosity.tv

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Predictive Airbags Meet Predictable Executives

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Jun 27, 2026 28:14

In this episode of Kilowatt, we dive into the latest developments shaking up the electric vehicle market, starting with Tesla's surprising decision to open Model S Signature Edition orders in Europe. We also examine the regulatory landscape as the NHTSA updates rules allowing the upcoming Tesla Cybercab to ditch brake pedals entirely, alongside new details on its strict weight limits and recent sightings in New Zealand. Safety and legal battles take center stage as we break down Tesla's recent settlement over a fatal Full Self-Driving crash in Texas and look at a groundbreaking feature that uses vehicle cameras to deploy airbags before an impact even occurs. Support the Show: https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube (https://www.youtube.com/@beyondthepostfm) Beyond the Post Podcast (https://www.beyondthepost.fm/) Shuffle Playlist (https://shows.acast.com/shuffle-playlist) 918Digital Website (https://www.918digital.com/) News Links: Not a Tesla App: Tesla Opens Surprise Model S Signature Edition Orders in Europe Electrek: Tesla settles lawsuit over fatal ‘Full Self-Driving' pedestrian crash Ars Technica Cars: Elon Musk denies Tesla's Autopilot caused crash that killed grandmother Teslarati: Tesla and driver sued by family of woman killed in Texas crash: what we know Electrek: Tesla sued over fatal crash in Texas home that killed 76-year-old woman Teslarati: Tesla pushes back against unfair reporting of accidents The Verge: Tesla claims driver ‘manually overrode self-driving' in deadly Texas crash Electrek: Tesla admits FSD was on in fatal Texas crash, blames driver for ‘overriding' it Teslarati: Tesla finally clarifies fatal Texas crash, confirms driver manually overrode acceleration Electrek: NHTSA probes fatal Tesla crash into Texas home that killed woman CleanTechnica: Tesla On Autopilot Crashes Into Texas House, Killing One Not a Tesla App: Tesla Crashes Into Texas Home, Driver Blames Autopilot Ars Technica Cars: NHTSA investigating alleged Tesla Autopilot crash that killed woman in her home Not a Tesla App: Tesla Cybercab Won't Need Brake Pedals Under New NHTSA Rules Not a Tesla App: Tesla Cybercab Has a Max Weight Limit of 617 Lbs InsideEVs: Teslas Will Now Deploy Their Airbags Before Crashes Happen Thanks To Cameras Not a Tesla App: Tesla Cybercab Spotted in New Zealand for First Time Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Episode 420 | Tesla FSD Goes Coast to Coast in Canada With a Little Help

The Road to Autonomy

Play Episode Listen Later Jun 25, 2026 57:22

This week on Autonomy Signals, Grayson Brulte and Rob Grant are joined by David Moss, Devin Olsen, and Spencer to break down the first-ever FSD coast-to-coast drive across Canada with no interventions and what 3,782 miles exposed the limits of the Tesla's current consumer hardware.For their journey across The Great White North, the team used a Tesla Model 3 running FSD 14.3 on a journey that took them from British Columbia to Halifax, Nova Scotia with zero driving disengagements, across driving environment that the team has never experienced before.The route threw everything at the car. Two lane roads through the middle of nowhere, fifty mile stretches with no markings, construction flaggers holding stop signs, and Supercharger lots with no lines and no visual reference. The trip became a public stress test of the AI4 hardware suite.Over the six day journey, rain and road grime blinded the cameras and triggered occlusion warnings, throwing a red hands takeover as they pulled into a Supercharger. Across the full run, not a single inch was driven by hand. When the weather turned, the team stopped to clean cameras every fifteen minutes, the exact failure mode the Cybercab teardown answers with onboard air and liquid washers.Tesla FSD Supervised is the best Level 2+ system in the market today. As Tesla's robotaxi ambitions grow, the question now is whether camera only hardware can clear weather, occlusion, and the absence of self-cleaning to truly unlock FSD Unsupervised, or whether that threshold rests on AI5 and a washer equipped sensor stack as Tesla scales toward FSD version 15.Episode Chapters00:00 Signal 1: 3,782 miles Across Canada11:11 Camera Occlusion17:04 What FSD Unsupervised Actually Requires32:44 OMEGA's Take45:09 Where's Next?56:45 AUTNMY AIFollow The Road to Autonomy Indices --------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jusqu'où contrôler la tech ?

Les Technos

Play Episode Listen Later Jun 23, 2026 59:27

Episode S12E20 avec Aurélien, et Sébastien S.. Introduction (00:00:00) Quand le kill switch devient une réalité (00:02:10) : Le gouvernement US interdit l'exportation des modèles d'IA les plus puissants.(Sources : anthropic.com et thenextweb.com) Un simulateur de vol sur Google Earth (00:17:00) : Révisez votre géographie autrement avec Google Earth.(Sources : euronews.com et 01net.com) Quand nos collegues nous stressent (00:21:52) : Un développeur crée une app pour mesurer les collègues toxiques.(Source : techradar.com) Majorité numérique : les approches s'affrontent (00:27:10) : L'allemagne rejette la position francaise.(Source : atlantico.fr) Quand la Flandre autorise le FSD (00:43:39) : La Flandre autorise la conduite semi autonome de Telsa.(Source : rtbf.be) Marco Biotech : lorsqu'on récupère les marc de café (00:53:00) : Tout se recycle, même le marc de café !(Source : marco-biotech.fr)

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Xiaomi se enfada, Volkswagen fabricará su SUV eléctrico en España y Tesla prepara sorpresas | EP404

Play Episode Listen Later Jun 22, 2026 31:20

¡Nueva semana y nuevas noticias del mundo de la movilidad eléctrica! En este episodio repasamos el enfado de Xiaomi por las ventas del SU7 en Alemania, conocemos el Volkswagen ID. Cross que se fabricará en España, hablamos de las gigantescas baterías que prepara BMW y analizamos cuáles son los coches eléctricos más vendidos en España durante junio. Además, Tesla vuelve a ser protagonista con varias novedades: Elon Musk anticipa nuevas funciones para el FSD, se revelan detalles sorprendentes del Cybercab y la marca está probando un curioso servicio en los Supercargadores. ⚡ Toda la actualidad de la movilidad eléctrica, con un toque cercano y ameno. Benefíciate del CAE al comprar tu coche eléctrico. Mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Usa nuestra calculadora para conocer lo que recibirás de ayuda al comprar un coche eléctrico: https://somoselectricos.com/calcula-importe-ayuda-plan-auto/ ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/627406

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AD #4322 - Peak Oil? Nope. Demand Keeps Growing; 7,000 Tesla Owners Join Class Action Lawsuit; Europe Needs to Save Its Auto Industry

Play Episode Listen Later Jun 19, 2026 10:33

- Peak Oil? Nope. Demand Keeps Growing - JLR's North American CEO Quits - Land Rover Relies on Chery For Freelander - Europe Needs to Save Its Auto Industry - Sweden Wants Changes to FSD - 7,000 Tesla Owners Join Class Action Lawsuit - Use Grok To Talk to FSD - Public Supports U.S. Military Right-To-Repair - Chery Launches Pickup Truck Division - Autoline Poll on Tariffs

AD #4322 - Peak Oil? Nope. Demand Keeps Growing; 7,000 Tesla Owners Join Class Action Lawsuit; Europe Needs to Save Its Auto Industry

Play Episode Listen Later Jun 19, 2026 10:18 Transcription Available

特斯拉 FSD 要來台灣了! 買斷還是訂閱呢?

胡聊科技

Play Episode Listen Later Jun 17, 2026 9:02

2026/06/18 - 胡聊科技電動車新聞特斯拉FSD軟體終於即將要在台灣開放使用了。你應該購買它嗎？還是使用訂閱的方式呢？

fsd

Brazil Underwhelm, Qatar Make History and Germany Pound Curacao! World Cup Fever Hits FSD!

Play Episode Listen Later Jun 15, 2026 40:02

We're five days into the World Cup and the fever has taken over FSD. Upsets, hammerings and far too many hydration breaks have dominated the weekend, while Joel and Marley have been doing their best to keep up with all the goals. The lads talk through the main headlines, including an underwhelming Brazil display and an eye-catching Morocco performance. Loads more discussed on today's FSD! SUBSCRIBE NOW: ⁠https://footballsocialdaily.supportingcast.fm/⁠ Instagram: ⁠https://www.instagram.com/fsdpod?igsh=MjQ5d29veGdoMmZ4&utm_source=qr⁠ X: ⁠https://twitter.com/FSDPod⁠ TikTok: ⁠https://www.tiktok.com/@footballsocialdaily⁠ Telegram Group: ⁠https://t.me/FootballSocial⁠ Merch Store: ⁠https://www.etsy.com/uk/shop/FootballSocialDaily⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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AD #4318 - EU OEMs Prepare For War; AMG Aims For 200,000 Cars A Year; EU Safety Experts Say FSD Data Misleading

Play Episode Listen Later Jun 15, 2026 8:49

- Renault 4 Troop Designed to Deploy Drones - Daimler Truck Forms Defense Unit - Mercedes Shows Military Versions of SUV and Vans - EU Safety Experts Say FSD Data Misleading - UAW Settles Axle Strike - Honda Generators Feature Swappable Batteries - BMW Readies M-Version Neue Klasse - AMG Aims For 200,000 Cars A Year - Land Rover's $44,000 China-Designed Freelander - BAIC and Changan Form Strategic Partnership

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AD #4318 - EU OEMs Prepare For War; AMG Aims For 200,000 Cars A Year; EU Safety Experts Say FSD Data Misleading

Play Episode Listen Later Jun 15, 2026 8:34 Transcription Available

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España quiere liderar el coche eléctrico mientras los iconos GTi y Eclipse renacen | EP403

Play Episode Listen Later Jun 15, 2026 26:53

Esta semana en Somos Eléctricos repasamos algunas de las noticias más importantes de la movilidad eléctrica: España se posiciona como posible gran fabricante europeo de coches eléctricos, BYD retrasa su fábrica en Europa y congela sus planes en Turquía, Cupra confirma el Tindaya, Mitsubishi recupera el Eclipse como SUV eléctrico y Peugeot resucita las siglas GTi con el nuevo E-208 GTi. Además, en nuestro Espacio Tesla hablamos del avance del FSD en Bélgica, los primeros datos de seguridad del FSD Supervised en Europa y el nuevo color Coastal Blue para el Tesla Model Y. Benefíciate del CAE al comprar tu coche eléctrico. Mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Usa nuestra calculadora para conocer lo que recibirás de ayuda al comprar un coche eléctrico: https://somoselectricos.com/calcula-importe-ayuda-plan-auto/ ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/627406

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AD #4317 - U.S. Tariffs Cost Japanese Automakers Billions; VW To Cut 28,000 German Jobs By 2030; Peugeot Launches All-Electric E-208 GTI

Play Episode Listen Later Jun 12, 2026 10:00

- EU Automakers Demand Stronger "Made in Europe" Rules - Volkswagen To Cut 28,000 German Jobs By 2030 - Tesla Earns FSD Approval in Belgium - U.S. Tariffs Cost Japanese Automakers Billions in Losses - Renault Twingo EV Fleets Monitor Urban Infrastructure - Ford Explorer Sales Surge as Smaller SUVs Dropped - Waymo Launches Monthly Robotaxi Subscription - Xiaomi Expands into Extended Range Electrics - Peugeot Launches All-Electric E-208 GTI Hot-Hatch - Should Automakers Share a Common Skateboard Design?

AD #4317 - U.S. Tariffs Cost Japanese Automakers Billions; VW To Cut 28,000 German Jobs By 2030; Peugeot Launches All-Electric E-208 GTI

Play Episode Listen Later Jun 12, 2026 9:45 Transcription Available

England Ease Past Costa Rica and Wolves Bizarrely Sack Edwards!

Play Episode Listen Later Jun 11, 2026 47:17

England finished off their World Cup warmups with a 3-0 win over Costa Rica in Orlando, but only after they'd been made to wait by adverse weather. Declan Rice, Anthony Gordon and Ollie Watkins scored as attention now turns to the game against Croatia next week, as Thomas Tuchel's men look to finally bring football home. Back on domestic soil, one of England's stars is the subject of a mega-money bid from Manchester City. Elliot Anderson is a wanted man, with City reportedly having bid over £100m for the Nottingham Forest midfielder. Despite being no longer a Premier League side, Wolves are making headlines too. They've sacked Rob Edwards just days after he was instrumental in the signings of Kieran Trippier and Raul Jimenez, and are replacing him with Portuguese boss Cesar Peixoto. All that PLUS our World Cup Sweepstake draw on today's FSD! SUBSCRIBE NOW: https://footballsocialdaily.supportingcast.fm/ Instagram: ⁠https://www.instagram.com/fsdpod?igsh=MjQ5d29veGdoMmZ4&utm_source=qr⁠ X: ⁠https://twitter.com/FSDPod⁠ TikTok: ⁠https://www.tiktok.com/@footballsocialdaily⁠ Telegram Group: ⁠https://t.me/FootballSocial⁠ Merch Store: ⁠https://www.etsy.com/uk/shop/FootballSocialDaily⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Next Automotive Era: EVs, Robotaxis & Why Legacy Auto Needs China Now | China EVs & More Ep. 247

China EVs & More

Play Episode Listen Later Jun 9, 2026 44:46 Transcription Available

Back from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western automakers has completely flipped. What began decades ago as Western companies bringing technology into China has become something very different. Today, automakers including Volkswagen, Stellantis, Mercedes-Benz, Honda, Nissan and others are increasingly relying on Chinese batteries, software, ADAS systems, LiDAR suppliers, and EV platforms to remain competitive.In this episode, Tu and Lei discuss:Why Ford, GM, Volkswagen and Stellantis increasingly need Chinese technologyThe growing influence of XPeng, BYD, CATL, Huawei, Momenta, Hesai and Horizon RoboticsWaymo's rapid expansion and why autonomous driving is becoming impossible to ignoreThe reality of FSD versus China's rapidly improving intelligent driving systemsThe implications of the Trump-Xi summit for the automotive sectorCanada's evolving strategy toward Chinese EV importsWhat the Beijing Auto Show revealed about the future of the industryWhy the next battle is no longer about EVs — it's about software, AI and autonomyThe conversation also explores whether legacy automakers risk becoming hardware manufacturers while Chinese companies increasingly control the technology stack powering the future of mobility. ⸻

España acelera el coche eléctrico: Martorell, MG en Galicia y el pulso de Tesla en Europa | EP402

Ride the Lightning: Tesla Motors Unofficial Podcast

Play Episode Listen Later Jun 8, 2026 30:06

En este episodio repasamos una semana clave para la movilidad eléctrica: Martorell inicia una nueva etapa con el CUPRA Raval y el Volkswagen ID. Polo, MG prepara su llegada industrial a Galicia, Tesla recupera fuerza en Europa y Ferrari sorprende con su primer eléctrico. También hablamos de los nuevos SUV eléctricos de Fiat, del reto de la depreciación de los coches chinos y del avance del FSD de Tesla en Bélgica. Un episodio cargado de industria, tecnología, polémica y futuro eléctrico. Benefíciate del CAE al comprar tu coche eléctrico. Mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Usa nuestra calculadora para conocer lo que recibirás de ayuda al comprar un coche eléctrico: https://somoselectricos.com/calcula-importe-ayuda-plan-auto/ ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/627406

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Episode 566: FSD's Latest Feat, Waymo's Next-Gen Vehicle Rollout, and More!

Play Episode Listen Later Jun 7, 2026 90:49

Plenty of happenings with Tesla's FSD around the world as well as Waymo's next-generation vehicle rollout dominate a week of autonomous-driving news. Plus: more evidence of the Model YL's imminent arrival in the United States, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! WIN AN EV WHILE GIVING TO A GREAT CAUSE: For your chance to win your dream EV (or $50k cash!) in the 2026 ChesedChicago raffle, head to https://ccraffle.com/?utm_source=ridethelightning&utm_medium=podcast&utm_campaign=06.07.26 -- Hurry, tickets are limited and only 9,999 tickets will be sold, get your tickets today and use code RTL for $25 off 2 tickets or $500 off 15 tickets. Whether you win or not, you're helping a great organization help families in need. Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their "One-time Payment" option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com. And make your garage door foolproof with the Infinity Shield – get yours at https://www.infinity-shield.com and use the promo code RTL at checkout for a $25 discount.

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Has Thomas Tuchel Selected The Right Squad To Bring Football Home?

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Play Episode Listen Later Jun 5, 2026 30:49

The World Cup is just over a week away and the Three Lions are in the United States preparing for their opener, but are they the right 26 men to do the job? Thomas Tuchel's selection has prompted questions, notably around Dan Burn, Djed Spence and Jordan Henderson, while big names such as Morgan Gibbs-White, Phil Foden and Cole Palmer have been left at home. Marley and Niall discuss the ins and outs before the tournament gets underway on June 11th on today's FSD. SUBSCRIBE NOW: https://footballsocialdaily.supportingcast.fm/ Instagram: https://www.instagram.com/fsdpod?igsh=MjQ5d29veGdoMmZ4&utm_source=qr X: https://twitter.com/FSDPod TikTok: https://www.tiktok.com/@footballsocialdaily Telegram Group: https://t.me/FootballSocial Merch Store: https://www.etsy.com/uk/shop/FootballSocialDaily Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tesla erases the past, CAT electrifies the future, and EV tech training TODAY

Quick Charge

Play Episode Listen Later Jun 5, 2026 29:59

On today's time-traveling episode of Quick Charge, Tesla might be trying to erase evidence of FSD fraud, Caterpillar keeps trying to electrify the construction space, and time is rapidly running out on what's left of the 30% home solar tax credit.

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AD #4309 - Kia Sets Sales Record Thanks to Hybrids; Tesla Faces FSD Lawsuit in China; Foxconn Takes Orders for 2nd EV

Play Episode Listen Later Jun 2, 2026 8:17

- Peugeot Invests €1 BILLION in France - Foxconn Takes Orders for 2nd EV - Bentley Reveals New Flying Spur - MG Announces 1st EU Plant - Tesla Faces FSD Lawsuit in China - Tesla's China-Made Deliveries Up Again - Tesla Shows Signs of EU Recovery - Kia Sets Sales Record Thanks to Hybrids

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AGONY for Arsenal in Champions League final and Liverpool SACK Arne Slot!