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Latent Space: The AI Engineer Podcast â€” CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

Play Episode Listen Later Feb 19, 2025 11:01

A deep dive into Rivian's new California Dune Edition, a limited-run R1T and R1S built for sand adventures with exclusive design, rugged upgrades, and serious off-road capability.Shoutout to our sponsors for more information find their links below:- Fort Collins Kia: Visit focokia.com for full details. Disclaimer: *Delivery covers up to $1,000.Find us on all of these places:YouTube: https://www.youtube.com/outofspecpodcastApple Podcasts: https://podcasts.apple.com/us/podcast/out-of-spec-podcast/id1576636119Spotify: https://open.spotify.com/show/0tKIQfKL9oaHc1DLOTWvbdAmazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCASTFor further inquiries please email podcast@outofspecstudios.com Hosted on Acast. See acast.com/privacy for more information.

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Latent.Space 2024 Year in Review

Play Episode Listen Later Dec 31, 2024 111:07

Applications for the 2025 AI Engineer Summit are up, and you can save the date for AIE Singapore in April and AIE World's Fair 2025 in June.Happy new year, and thanks for 100 great episodes! Please let us know what you want to see/hear for the next 100!Full YouTube Episode with Slides/ChartsLike and subscribe and hit that bell to get notifs!Timestamps* 00:00 Welcome to the 100th Episode!* 00:19 Reflecting on the Journey* 00:47 AI Engineering: The Rise and Impact* 03:15 Latent Space Live and AI Conferences* 09:44 The Competitive AI Landscape* 21:45 Synthetic Data and Future Trends* 35:53 Creative Writing with AI* 36:12 Legal and Ethical Issues in AI* 38:18 The Data War: GPU Poor vs. GPU Rich* 39:12 The Rise of GPU Ultra Rich* 40:47 Emerging Trends in AI Models* 45:31 The Multi-Modality War* 01:05:31 The Future of AI Benchmarks* 01:13:17 Pionote and Frontier Models* 01:13:47 Niche Models and Base Models* 01:14:30 State Space Models and RWKB* 01:15:48 Inference Race and Price Wars* 01:22:16 Major AI Themes of the Year* 01:22:48 AI Rewind: January to March* 01:26:42 AI Rewind: April to June* 01:33:12 AI Rewind: July to September* 01:34:59 AI Rewind: October to December* 01:39:53 Year-End Reflections and PredictionsTranscript[00:00:00] Welcome to the 100th Episode![00:00:00] Alessio: Hey everyone, welcome to the Latent Space Podcast. This is Alessio, partner and CTO at Decibel Partners, and I'm joined by my co host Swyx for the 100th time today.[00:00:12] swyx: Yay, um, and we're so glad that, yeah, you know, everyone has, uh, followed us in this journey. How do you feel about it? 100 episodes.[00:00:19] Alessio: Yeah, I know.[00:00:19] Reflecting on the Journey[00:00:19] Alessio: Almost two years that we've been doing this. We've had four different studios. Uh, we've had a lot of changes. You know, we used to do this lightning round. When we first started that we didn't like, and we tried to change the question. The answer[00:00:32] swyx: was cursor and perplexity.[00:00:34] Alessio: Yeah, I love mid journey. It's like, do you really not like anything else?[00:00:38] Alessio: Like what's, what's the unique thing? And I think, yeah, we, we've also had a lot more research driven content. You know, we had like 3DAO, we had, you know. Jeremy Howard, we had more folks like that.[00:00:47] AI Engineering: The Rise and Impact[00:00:47] Alessio: I think we want to do more of that too in the new year, like having, uh, some of the Gemini folks, both on the research and the applied side.[00:00:54] Alessio: Yeah, but it's been a ton of fun. I think we both started, I wouldn't say as a joke, we were kind of like, Oh, we [00:01:00] should do a podcast. And I think we kind of caught the right wave, obviously. And I think your rise of the AI engineer posts just kind of get people. Sombra to congregate, and then the AI engineer summit.[00:01:11] Alessio: And that's why when I look at our growth chart, it's kind of like a proxy for like the AI engineering industry as a whole, which is almost like, like, even if we don't do that much, we keep growing just because there's so many more AI engineers. So did you expect that growth or did you expect that would take longer for like the AI engineer thing to kind of like become, you know, everybody talks about it today.[00:01:32] swyx: So, the sign of that, that we have won is that Gartner puts it at the top of the hype curve right now. So Gartner has called the peak in AI engineering. I did not expect, um, to what level. I knew that I was correct when I called it because I did like two months of work going into that. But I didn't know, You know, how quickly it could happen, and obviously there's a chance that I could be wrong.[00:01:52] swyx: But I think, like, most people have come around to that concept. Hacker News hates it, which is a good sign. But there's enough people that have defined it, you know, GitHub, when [00:02:00] they launched GitHub Models, which is the Hugging Face clone, they put AI engineers in the banner, like, above the fold, like, in big So I think it's like kind of arrived as a meaningful and useful definition.[00:02:12] swyx: I think people are trying to figure out where the boundaries are. I think that was a lot of the quote unquote drama that happens behind the scenes at the World's Fair in June. Because I think there's a lot of doubt or questions about where ML engineering stops and AI engineering starts. That's a useful debate to be had.[00:02:29] swyx: In some sense, I actually anticipated that as well. So I intentionally did not. Put a firm definition there because most of the successful definitions are necessarily underspecified and it's actually useful to have different perspectives and you don't have to specify everything from the outset.[00:02:45] Alessio: Yeah, I was at um, AWS reInvent and the line to get into like the AI engineering talk, so to speak, which is, you know, applied AI and whatnot was like, there are like hundreds of people just in line to go in.[00:02:56] Alessio: I think that's kind of what enabled me. People, right? Which is what [00:03:00] you kind of talked about. It's like, Hey, look, you don't actually need a PhD, just, yeah, just use the model. And then maybe we'll talk about some of the blind spots that you get as an engineer with the earlier posts that we also had on on the sub stack.[00:03:11] Alessio: But yeah, it's been a heck of a heck of a two years.[00:03:14] swyx: Yeah.[00:03:15] Latent Space Live and AI Conferences[00:03:15] swyx: You know, I was, I was trying to view the conference as like, so NeurIPS is I think like 16, 17, 000 people. And the Latent Space Live event that we held there was 950 signups. I think. The AI world, the ML world is still very much research heavy. And that's as it should be because ML is very much in a research phase.[00:03:34] swyx: But as we move this entire field into production, I think that ratio inverts into becoming more engineering heavy. So at least I think engineering should be on the same level, even if it's never as prestigious, like it'll always be low status because at the end of the day, you're manipulating APIs or whatever.[00:03:51] swyx: But Yeah, wrapping GPTs, but there's going to be an increasing stack and an art to doing these, these things well. And I, you know, I [00:04:00] think that's what we're focusing on for the podcast, the conference and basically everything I do seems to make sense. And I think we'll, we'll talk about the trends here that apply.[00:04:09] swyx: It's, it's just very strange. So, like, there's a mix of, like, keeping on top of research while not being a researcher and then putting that research into production. So, like, people always ask me, like, why are you covering Neuralibs? Like, this is a ML research conference and I'm like, well, yeah, I mean, we're not going to, to like, understand everything Or reproduce every single paper, but the stuff that is being found here is going to make it through into production at some point, you hope.[00:04:32] swyx: And then actually like when I talk to the researchers, they actually get very excited because they're like, oh, you guys are actually caring about how this goes into production and that's what they really really want. The measure of success is previously just peer review, right? Getting 7s and 8s on their um, Academic review conferences and stuff like citations is one metric, but money is a better metric.[00:04:51] Alessio: Money is a better metric. Yeah, and there were about 2200 people on the live stream or something like that. Yeah, yeah. Hundred on the live stream. So [00:05:00] I try my best to moderate, but it was a lot spicier in person with Jonathan and, and Dylan. Yeah, that it was in the chat on YouTube.[00:05:06] swyx: I would say that I actually also created.[00:05:09] swyx: Layen Space Live in order to address flaws that are perceived in academic conferences. This is not NeurIPS specific, it's ICML, NeurIPS. Basically, it's very sort of oriented towards the PhD student, uh, market, job market, right? Like literally all, basically everyone's there to advertise their research and skills and get jobs.[00:05:28] swyx: And then obviously all the, the companies go there to hire them. And I think that's great for the individual researchers, but for people going there to get info is not great because you have to read between the lines, bring a ton of context in order to understand every single paper. So what is missing is effectively what I ended up doing, which is domain by domain, go through and recap the best of the year.[00:05:48] swyx: Survey the field. And there are, like NeurIPS had a, uh, I think ICML had a like a position paper track, NeurIPS added a benchmarks, uh, datasets track. These are ways in which to address that [00:06:00] issue. Uh, there's always workshops as well. Every, every conference has, you know, a last day of workshops and stuff that provide more of an overview.[00:06:06] swyx: But they're not specifically prompted to do so. And I think really, uh, Organizing a conference is just about getting good speakers and giving them the correct prompts. And then they will just go and do that thing and they do a very good job of it. So I think Sarah did a fantastic job with the startups prompt.[00:06:21] swyx: I can't list everybody, but we did best of 2024 in startups, vision, open models. Post transformers, synthetic data, small models, and agents. And then the last one was the, uh, and then we also did a quick one on reasoning with Nathan Lambert. And then the last one, obviously, was the debate that people were very hyped about.[00:06:39] swyx: It was very awkward. And I'm really, really thankful for John Franco, basically, who stepped up to challenge Dylan. Because Dylan was like, yeah, I'll do it. But He was pro scaling. And I think everyone who is like in AI is pro scaling, right? So you need somebody who's ready to publicly say, no, we've hit a wall.[00:06:57] swyx: So that means you're saying Sam Altman's wrong. [00:07:00] You're saying, um, you know, everyone else is wrong. It helps that this was the day before Ilya went on, went up on stage and then said pre training has hit a wall. And data has hit a wall. So actually Jonathan ended up winning, and then Ilya supported that statement, and then Noam Brown on the last day further supported that statement as well.[00:07:17] swyx: So it's kind of interesting that I think the consensus kind of going in was that we're not done scaling, like you should believe in a better lesson. And then, four straight days in a row, you had Sepp Hochreiter, who is the creator of the LSTM, along with everyone's favorite OG in AI, which is Juergen Schmidhuber.[00:07:34] swyx: He said that, um, we're pre trading inside a wall, or like, we've run into a different kind of wall. And then we have, you know John Frankel, Ilya, and then Noam Brown are all saying variations of the same thing, that we have hit some kind of wall in the status quo of what pre trained, scaling large pre trained models has looked like, and we need a new thing.[00:07:54] swyx: And obviously the new thing for people is some make, either people are calling it inference time compute or test time [00:08:00] compute. I think the collective terminology has been inference time, and I think that makes sense because test time, calling it test, meaning, has a very pre trained bias, meaning that the only reason for running inference at all is to test your model.[00:08:11] swyx: That is not true. Right. Yeah. So, so, I quite agree that. OpenAI seems to have adopted, or the community seems to have adopted this terminology of ITC instead of TTC. And that, that makes a lot of sense because like now we care about inference, even right down to compute optimality. Like I actually interviewed this author who recovered or reviewed the Chinchilla paper.[00:08:31] swyx: Chinchilla paper is compute optimal training, but what is not stated in there is it's pre trained compute optimal training. And once you start caring about inference, compute optimal training, you have a different scaling law. And in a way that we did not know last year.[00:08:45] Alessio: I wonder, because John is, he's also on the side of attention is all you need.[00:08:49] Alessio: Like he had the bet with Sasha. So I'm curious, like he doesn't believe in scaling, but he thinks the transformer, I wonder if he's still. So, so,[00:08:56] swyx: so he, obviously everything is nuanced and you know, I told him to play a character [00:09:00] for this debate, right? So he actually does. Yeah. He still, he still believes that we can scale more.[00:09:04] swyx: Uh, he just assumed the character to be very game for, for playing this debate. So even more kudos to him that he assumed a position that he didn't believe in and still won the debate.[00:09:16] Alessio: Get rekt, Dylan. Um, do you just want to quickly run through some of these things? Like, uh, Sarah's presentation, just the highlights.[00:09:24] swyx: Yeah, we can't go through everyone's slides, but I pulled out some things as a factor of, like, stuff that we were going to talk about. And we'll[00:09:30] Alessio: publish[00:09:31] swyx: the rest. Yeah, we'll publish on this feed the best of 2024 in those domains. And hopefully people can benefit from the work that our speakers have done.[00:09:39] swyx: But I think it's, uh, these are just good slides. And I've been, I've been looking for a sort of end of year recaps from, from people.[00:09:44] The Competitive AI Landscape[00:09:44] swyx: The field has progressed a lot. You know, I think the max ELO in 2023 on LMSys used to be 1200 for LMSys ELOs. And now everyone is at least at, uh, 1275 in their ELOs, and this is across Gemini, Chadjibuti, [00:10:00] Grok, O1.[00:10:01] swyx: ai, which with their E Large model, and Enthopic, of course. It's a very, very competitive race. There are multiple Frontier labs all racing, but there is a clear tier zero Frontier. And then there's like a tier one. It's like, I wish I had everything else. Tier zero is extremely competitive. It's effectively now three horse race between Gemini, uh, Anthropic and OpenAI.[00:10:21] swyx: I would say that people are still holding out a candle for XAI. XAI, I think, for some reason, because their API was very slow to roll out, is not included in these metrics. So it's actually quite hard to put on there. As someone who also does charts, XAI is continually snubbed because they don't work well with the benchmarking people.[00:10:42] swyx: Yeah, yeah, yeah. It's a little trivia for why XAI always gets ignored. The other thing is market share. So these are slides from Sarah. We have it up on the screen. It has gone from very heavily open AI. So we have some numbers and estimates. These are from RAMP. Estimates of open AI market share in [00:11:00] December 2023.[00:11:01] swyx: And this is basically, what is it, GPT being 95 percent of production traffic. And I think if you correlate that with stuff that we asked. Harrison Chase on the LangChain episode, it was true. And then CLAUD 3 launched mid middle of this year. I think CLAUD 3 launched in March, CLAUD 3. 5 Sonnet was in June ish.[00:11:23] swyx: And you can start seeing the market share shift towards opening, uh, towards that topic, uh, very, very aggressively. The more recent one is Gemini. So if I scroll down a little bit, this is an even more recent dataset. So RAM's dataset ends in September 2 2. 2024. Gemini has basically launched a price war at the low end, uh, with Gemini Flash, uh, being basically free for personal use.[00:11:44] swyx: Like, I think people don't understand the free tier. It's something like a billion tokens per day. Unless you're trying to abuse it, you cannot really exhaust your free tier on Gemini. They're really trying to get you to use it. They know they're in like third place, um, fourth place, depending how you, how you count.[00:11:58] swyx: And so they're going after [00:12:00] the Lower tier first, and then, you know, maybe the upper tier later, but yeah, Gemini Flash, according to OpenRouter, is now 50 percent of their OpenRouter requests. Obviously, these are the small requests. These are small, cheap requests that are mathematically going to be more.[00:12:15] swyx: The smart ones obviously are still going to OpenAI. But, you know, it's a very, very big shift in the market. Like basically 2023, 2022, To going into 2024 opening has gone from nine five market share to Yeah. Reasonably somewhere between 50 to 75 market share.[00:12:29] Alessio: Yeah. I'm really curious how ramped does the attribution to the model?[00:12:32] Alessio: If it's API, because I think it's all credit card spin. . Well, but it's all, the credit card doesn't say maybe. Maybe the, maybe when they do expenses, they upload the PDF, but yeah, the, the German I think makes sense. I think that was one of my main 2024 takeaways that like. The best small model companies are the large labs, which is not something I would have thought that the open source kind of like long tail would be like the small model.[00:12:53] swyx: Yeah, different sizes of small models we're talking about here, right? Like so small model here for Gemini is AB, [00:13:00] right? Uh, mini. We don't know what the small model size is, but yeah, it's probably in the double digits or maybe single digits, but probably double digits. The open source community has kind of focused on the one to three B size.[00:13:11] swyx: Mm-hmm . Yeah. Maybe[00:13:12] swyx: zero, maybe 0.5 B uh, that's moon dream and that is small for you then, then that's great. It makes sense that we, we have a range for small now, which is like, may, maybe one to five B. Yeah. I'll even put that at, at, at the high end. And so this includes Gemma from Gemini as well. But also includes the Apple Foundation models, which I think Apple Foundation is 3B.[00:13:32] Alessio: Yeah. No, that's great. I mean, I think in the start small just meant cheap. I think today small is actually a more nuanced discussion, you know, that people weren't really having before.[00:13:43] swyx: Yeah, we can keep going. This is a slide that I smiley disagree with Sarah. She's pointing to the scale SEAL leaderboard. I think the Researchers that I talked with at NeurIPS were kind of positive on this because basically you need private test [00:14:00] sets to prevent contamination.[00:14:02] swyx: And Scale is one of maybe three or four people this year that has really made an effort in doing a credible private test set leaderboard. Llama405B does well compared to Gemini and GPT 40. And I think that's good. I would say that. You know, it's good to have an open model that is that big, that does well on those metrics.[00:14:23] swyx: But anyone putting 405B in production will tell you, if you scroll down a little bit to the artificial analysis numbers, that it is very slow and very expensive to infer. Um, it doesn't even fit on like one node. of, uh, of H100s. Cerebras will be happy to tell you they can serve 4 or 5B on their super large chips.[00:14:42] swyx: But, um, you know, if you need to do anything custom to it, you're still kind of constrained. So, is 4 or 5B really that relevant? Like, I think most people are basically saying that they only use 4 or 5B as a teacher model to distill down to something. Even Meta is doing it. So with Lama 3. [00:15:00] 3 launched, they only launched the 70B because they use 4 or 5B to distill the 70B.[00:15:03] swyx: So I don't know if like open source is keeping up. I think they're the, the open source industrial complex is very invested in telling you that the, if the gap is narrowing, I kind of disagree. I think that the gap is widening with O1. I think there are very, very smart people trying to narrow that gap and they should.[00:15:22] swyx: I really wish them success, but you cannot use a chart that is nearing 100 in your saturation chart. And look, the distance between open source and closed source is narrowing. Of course it's going to narrow because you're near 100. This is stupid. But in metrics that matter, is open source narrowing?[00:15:38] swyx: Probably not for O1 for a while. And it's really up to the open source guys to figure out if they can match O1 or not.[00:15:46] Alessio: I think inference time compute is bad for open source just because, you know, Doc can donate the flops at training time, but he cannot donate the flops at inference time. So it's really hard to like actually keep up on that axis.[00:15:59] Alessio: Big, big business [00:16:00] model shift. So I don't know what that means for the GPU clouds. I don't know what that means for the hyperscalers, but obviously the big labs have a lot of advantage. Because, like, it's not a static artifact that you're putting the compute in. You're kind of doing that still, but then you're putting a lot of computed inference too.[00:16:17] swyx: Yeah, yeah, yeah. Um, I mean, Llama4 will be reasoning oriented. We talked with Thomas Shalom. Um, kudos for getting that episode together. That was really nice. Good, well timed. Actually, I connected with the AI meta guy, uh, at NeurIPS, and, um, yeah, we're going to coordinate something for Llama4. Yeah, yeah,[00:16:32] Alessio: and our friend, yeah.[00:16:33] Alessio: Clara Shi just joined to lead the business agent side. So I'm sure we'll have her on in the new year.[00:16:39] swyx: Yeah. So, um, my comment on, on the business model shift, this is super interesting. Apparently it is wide knowledge that OpenAI wanted more than 6. 6 billion dollars for their fundraise. They wanted to raise, you know, higher, and they did not.[00:16:51] swyx: And what that means is basically like, it's very convenient that we're not getting GPT 5, which would have been a larger pre train. We should have a lot of upfront money. And [00:17:00] instead we're, we're converting fixed costs into variable costs, right. And passing it on effectively to the customer. And it's so much easier to take margin there because you can directly attribute it to like, Oh, you're using this more.[00:17:12] swyx: Therefore you, you pay more of the cost and I'll just slap a margin in there. So like that lets you control your growth margin and like tie your. Your spend, or your sort of inference spend, accordingly. And it's just really interesting to, that this change in the sort of inference paradigm has arrived exactly at the same time that the funding environment for pre training is effectively drying up, kind of.[00:17:36] swyx: I feel like maybe the VCs are very in tune with research anyway, so like, they would have noticed this, but, um, it's just interesting.[00:17:43] Alessio: Yeah, and I was looking back at our yearly recap of last year. Yeah. And the big thing was like the mixed trial price fights, you know, and I think now it's almost like there's nowhere to go, like, you know, Gemini Flash is like basically giving it away for free.[00:17:55] Alessio: So I think this is a good way for the labs to generate more revenue and pass down [00:18:00] some of the compute to the customer. I think they're going to[00:18:02] swyx: keep going. I think that 2, will come.[00:18:05] Alessio: Yeah, I know. Totally. I mean, next year, the first thing I'm doing is signing up for Devin. Signing up for the pro chat GBT.[00:18:12] Alessio: Just to try. I just want to see what does it look like to spend a thousand dollars a month on AI?[00:18:17] swyx: Yes. Yes. I think if your, if your, your job is a, at least AI content creator or VC or, you know, someone who, whose job it is to stay on, stay on top of things, you should already be spending like a thousand dollars a month on, on stuff.[00:18:28] swyx: And then obviously easy to spend, hard to use. You have to actually use. The good thing is that actually Google lets you do a lot of stuff for free now. So like deep research. That they just launched. Uses a ton of inference and it's, it's free while it's in preview.[00:18:45] Alessio: Yeah. They need to put that in Lindy.[00:18:47] Alessio: I've been using Lindy lately. I've been a built a bunch of things once we had flow because I liked the new thing. It's pretty good. I even did a phone call assistant. Um, yeah, they just launched Lindy voice. Yeah, I think once [00:19:00] they get advanced voice mode like capability today, still like speech to text, you can kind of tell.[00:19:06] Alessio: Um, but it's good for like reservations and things like that. So I have a meeting prepper thing. And so[00:19:13] swyx: it's good. Okay. I feel like we've, we've covered a lot of stuff. Uh, I, yeah, I, you know, I think We will go over the individual, uh, talks in a separate episode. Uh, I don't want to take too much time with, uh, this stuff, but that suffice to say that there is a lot of progress in each field.[00:19:28] swyx: Uh, we covered vision. Basically this is all like the audience voting for what they wanted. And then I just invited the best people I could find in each audience, especially agents. Um, Graham, who I talked to at ICML in Vienna, he is currently still number one. It's very hard to stay on top of SweetBench.[00:19:45] swyx: OpenHand is currently still number one. switchbench full, which is the hardest one. He had very good thoughts on agents, which I, which I'll highlight for people. Everyone is saying 2025 is the year of agents, just like they said last year. And, uh, but he had [00:20:00] thoughts on like eight parts of what are the frontier problems to solve in agents.[00:20:03] swyx: And so I'll highlight that talk as well.[00:20:05] Alessio: Yeah. The number six, which is the Hacken agents learn more about the environment, has been a Super interesting to us as well, just to think through, because, yeah, how do you put an agent in an enterprise where most things in an enterprise have never been public, you know, a lot of the tooling, like the code bases and things like that.[00:20:23] Alessio: So, yeah, there's not indexing and reg. Well, yeah, but it's more like. You can't really rag things that are not documented. But people know them based on how they've been doing it. You know, so I think there's almost this like, you know, Oh, institutional knowledge. Yeah, the boring word is kind of like a business process extraction.[00:20:38] Alessio: Yeah yeah, I see. It's like, how do you actually understand how these things are done? I see. Um, and I think today the, the problem is that, Yeah, the agents are, that most people are building are good at following instruction, but are not as good as like extracting them from you. Um, so I think that will be a big unlock just to touch quickly on the Jeff Dean thing.[00:20:55] Alessio: I thought it was pretty, I mean, we'll link it in the, in the things, but. I think the main [00:21:00] focus was like, how do you use ML to optimize the systems instead of just focusing on ML to do something else? Yeah, I think speculative decoding, we had, you know, Eugene from RWKB on the podcast before, like he's doing a lot of that with Fetterless AI.[00:21:12] swyx: Everyone is. I would say it's the norm. I'm a little bit uncomfortable with how much it costs, because it does use more of the GPU per call. But because everyone is so keen on fast inference, then yeah, makes sense.[00:21:24] Alessio: Exactly. Um, yeah, but we'll link that. Obviously Jeff is great.[00:21:30] swyx: Jeff is, Jeff's talk was more, it wasn't focused on Gemini.[00:21:33] swyx: I think people got the wrong impression from my tweet. It's more about how Google approaches ML and uses ML to design systems and then systems feedback into ML. And I think this ties in with Lubna's talk.[00:21:45] Synthetic Data and Future Trends[00:21:45] swyx: on synthetic data where it's basically the story of bootstrapping of humans and AI in AI research or AI in production.[00:21:53] swyx: So her talk was on synthetic data, where like how much synthetic data has grown in 2024 in the pre training side, the post training side, [00:22:00] and the eval side. And I think Jeff then also extended it basically to chips, uh, to chip design. So he'd spend a lot of time talking about alpha chip. And most of us in the audience are like, we're not working on hardware, man.[00:22:11] swyx: Like you guys are great. TPU is great. Okay. We'll buy TPUs.[00:22:14] Alessio: And then there was the earlier talk. Yeah. But, and then we have, uh, I don't know if we're calling them essays. What are we calling these? But[00:22:23] swyx: for me, it's just like bonus for late in space supporters, because I feel like they haven't been getting anything.[00:22:29] swyx: And then I wanted a more high frequency way to write stuff. Like that one I wrote in an afternoon. I think basically we now have an answer to what Ilya saw. It's one year since. The blip. And we know what he saw in 2014. We know what he saw in 2024. We think we know what he sees in 2024. He gave some hints and then we have vague indications of what he saw in 2023.[00:22:54] swyx: So that was the Oh, and then 2016 as well, because of this lawsuit with Elon, OpenAI [00:23:00] is publishing emails from Sam's, like, his personal text messages to Siobhan, Zelis, or whatever. So, like, we have emails from Ilya saying, this is what we're seeing in OpenAI, and this is why we need to scale up GPUs. And I think it's very prescient in 2016 to write that.[00:23:16] swyx: And so, like, it is exactly, like, basically his insights. It's him and Greg, basically just kind of driving the scaling up of OpenAI, while they're still playing Dota. They're like, no, like, we see the path here.[00:23:30] Alessio: Yeah, and it's funny, yeah, they even mention, you know, we can only train on 1v1 Dota. We need to train on 5v5, and that takes too many GPUs.[00:23:37] Alessio: Yeah,[00:23:37] swyx: and at least for me, I can speak for myself, like, I didn't see the path from Dota to where we are today. I think even, maybe if you ask them, like, they wouldn't necessarily draw a straight line. Yeah,[00:23:47] Alessio: no, definitely. But I think like that was like the whole idea of almost like the RL and we talked about this with Nathan on his podcast.[00:23:55] Alessio: It's like with RL, you can get very good at specific things, but then you can't really like generalize as much. And I [00:24:00] think the language models are like the opposite, which is like, you're going to throw all this data at them and scale them up, but then you really need to drive them home on a specific task later on.[00:24:08] Alessio: And we'll talk about the open AI reinforcement, fine tuning, um, announcement too, and all of that. But yeah, I think like scale is all you need. That's kind of what Elia will be remembered for. And I think just maybe to clarify on like the pre training is over thing that people love to tweet. I think the point of the talk was like everybody, we're scaling these chips, we're scaling the compute, but like the second ingredient which is data is not scaling at the same rate.[00:24:35] Alessio: So it's not necessarily pre training is over. It's kind of like What got us here won't get us there. In his email, he predicted like 10x growth every two years or something like that. And I think maybe now it's like, you know, you can 10x the chips again, but[00:24:49] swyx: I think it's 10x per year. Was it? I don't know.[00:24:52] Alessio: Exactly. And Moore's law is like 2x. So it's like, you know, much faster than that. And yeah, I like the fossil fuel of AI [00:25:00] analogy. It's kind of like, you know, the little background tokens thing. So the OpenAI reinforcement fine tuning is basically like, instead of fine tuning on data, you fine tune on a reward model.[00:25:09] Alessio: So it's basically like, instead of being data driven, it's like task driven. And I think people have tasks to do, they don't really have a lot of data. So I'm curious to see how that changes, how many people fine tune, because I think this is what people run into. It's like, Oh, you can fine tune llama. And it's like, okay, where do I get the data?[00:25:27] Alessio: To fine tune it on, you know, so it's great that we're moving the thing. And then I really like he had this chart where like, you know, the brain mass and the body mass thing is basically like mammals that scaled linearly by brain and body size, and then humans kind of like broke off the slope. So it's almost like maybe the mammal slope is like the pre training slope.[00:25:46] Alessio: And then the post training slope is like the, the human one.[00:25:49] swyx: Yeah. I wonder what the. I mean, we'll know in 10 years, but I wonder what the y axis is for, for Ilya's SSI. We'll try to get them on.[00:25:57] Alessio: Ilya, if you're listening, you're [00:26:00] welcome here. Yeah, and then he had, you know, what comes next, like agent, synthetic data, inference, compute, I thought all of that was like that.[00:26:05] Alessio: I don't[00:26:05] swyx: think he was dropping any alpha there. Yeah, yeah, yeah.[00:26:07] Alessio: Yeah. Any other new reps? Highlights?[00:26:10] swyx: I think that there was comparatively a lot more work. Oh, by the way, I need to plug that, uh, my friend Yi made this, like, little nice paper. Yeah, that was really[00:26:20] swyx: nice.[00:26:20] swyx: Uh, of, uh, of, like, all the, he's, she called it must read papers of 2024.[00:26:26] swyx: So I laid out some of these at NeurIPS, and it was just gone. Like, everyone just picked it up. Because people are dying for, like, little guidance and visualizations And so, uh, I thought it was really super nice that we got there.[00:26:38] Alessio: Should we do a late in space book for each year? Uh, I thought about it. For each year we should.[00:26:42] Alessio: Coffee table book. Yeah. Yeah. Okay. Put it in the will. Hi, Will. By the way, we haven't introduced you. He's our new, you know, general organist, Jamie. You need to[00:26:52] swyx: pull up more things. One thing I saw that, uh, Okay, one fun one, and then one [00:27:00] more general one. So the fun one is this paper on agent collusion. This is a paper on steganography.[00:27:06] swyx: This is secret collusion among AI agents, multi agent deception via steganography. I tried to go to NeurIPS in order to find these kinds of papers because the real reason Like NeurIPS this year has a lottery system. A lot of people actually even go and don't buy tickets because they just go and attend the side events.[00:27:22] swyx: And then also the people who go and end up crowding around the most popular papers, which you already know and already read them before you showed up to NeurIPS. So the only reason you go there is to talk to the paper authors, but there's like something like 10, 000 other. All these papers out there that, you know, are just people's work that they, that they did on the air and they failed to get attention for one reason or another.[00:27:42] swyx: And this was one of them. Uh, it was like all the way at the back. And this is a deep mind paper that actually focuses on collusion between AI agents, uh, by hiding messages in the text that they generate. Uh, so that's what steganography is. So a very simple example would be the first letter of every word.[00:27:57] swyx: If you Pick that out, you know, and the code sends a [00:28:00] different message than that. But something I've always emphasized is to LLMs, we read left to right. LLMs can read up, down, sideways, you know, in random character order. And it's the same to them as it is to us. So if we were ever to get You know, self motivated, underlined LLMs that we're trying to collaborate to take over the planet.[00:28:19] swyx: This would be how they do it. They spread messages among us in the messages that we generate. And he developed a scaling law for that. So he marked, I'm showing it on screen right now, the emergence of this phenomenon. Basically, for example, for Cypher encoding, GPT 2, Lama 2, mixed trial, GPT 3. 5, zero capabilities, and sudden 4.[00:28:40] swyx: And this is the kind of Jason Wei type emergence properties that people kind of look for. I think what made this paper stand out as well, so he developed the benchmark for steganography collusion, and he also focused on shelling point collusion, which is very low coordination. For agreeing on a decoding encoding format, you kind of need to have some [00:29:00] agreement on that.[00:29:00] swyx: But, but shelling point means like very, very low or almost no coordination. So for example, if I, if I ask someone, if the only message I give you is meet me in New York and you're not aware. Or when you would probably meet me at Grand Central Station. That is the Grand Central Station is a shelling point.[00:29:16] swyx: And it's probably somewhere, somewhere during the day. That is the shelling point of New York is Grand Central. To that extent, shelling points for steganography are things like the, the, the common decoding methods that we talked about. It will be interesting at some point in the future when we are worried about alignment.[00:29:30] swyx: It is not interesting today, but it's interesting that DeepMind is already thinking about this.[00:29:36] Alessio: I think that's like one of the hardest things about NeurIPS. It's like the long tail. I[00:29:41] swyx: found a pricing guy. I'm going to feature him on the podcast. Basically, this guy from NVIDIA worked out the optimal pricing for language models.[00:29:51] swyx: It's basically an econometrics paper at NeurIPS, where everyone else is talking about GPUs. And the guy with the GPUs is[00:29:57] Alessio: talking[00:29:57] swyx: about economics instead. [00:30:00] That was the sort of fun one. So the focus I saw is that model papers at NeurIPS are kind of dead. No one really presents models anymore. It's just data sets.[00:30:12] swyx: This is all the grad students are working on. So like there was a data sets track and then I was looking around like, I was like, you don't need a data sets track because every paper is a data sets paper. And so data sets and benchmarks, they're kind of flip sides of the same thing. So Yeah. Cool. Yeah, if you're a grad student, you're a GPU boy, you kind of work on that.[00:30:30] swyx: And then the, the sort of big model that people walk around and pick the ones that they like, and then they use it in their models. And that's, that's kind of how it develops. I, I feel like, um, like, like you didn't last year, you had people like Hao Tian who worked on Lava, which is take Lama and add Vision.[00:30:47] swyx: And then obviously actually I hired him and he added Vision to Grok. Now he's the Vision Grok guy. This year, I don't think there was any of those.[00:30:55] Alessio: What were the most popular, like, orals? Last year it was like the [00:31:00] Mixed Monarch, I think, was like the most attended. Yeah, uh, I need to look it up. Yeah, I mean, if nothing comes to mind, that's also kind of like an answer in a way.[00:31:10] Alessio: But I think last year there was a lot of interest in, like, furthering models and, like, different architectures and all of that.[00:31:16] swyx: I will say that I felt the orals, oral picks this year were not very good. Either that or maybe it's just a So that's the highlight of how I have changed in terms of how I view papers.[00:31:29] swyx: So like, in my estimation, two of the best papers in this year for datasets or data comp and refined web or fine web. These are two actually industrially used papers, not highlighted for a while. I think DCLM got the spotlight, FineWeb didn't even get the spotlight. So like, it's just that the picks were different.[00:31:48] swyx: But one thing that does get a lot of play that a lot of people are debating is the role that's scheduled. This is the schedule free optimizer paper from Meta from Aaron DeFazio. And this [00:32:00] year in the ML community, there's been a lot of chat about shampoo, soap, all the bathroom amenities for optimizing your learning rates.[00:32:08] swyx: And, uh, most people at the big labs are. Who I asked about this, um, say that it's cute, but it's not something that matters. I don't know, but it's something that was discussed and very, very popular. 4Wars[00:32:19] Alessio: of AI recap maybe, just quickly. Um, where do you want to start? Data?[00:32:26] swyx: So to remind people, this is the 4Wars piece that we did as one of our earlier recaps of this year.[00:32:31] swyx: And the belligerents are on the left, journalists, writers, artists, anyone who owns IP basically, New York Times, Stack Overflow, Reddit, Getty, Sarah Silverman, George RR Martin. Yeah, and I think this year we can add Scarlett Johansson to that side of the fence. So anyone suing, open the eye, basically. I actually wanted to get a snapshot of all the lawsuits.[00:32:52] swyx: I'm sure some lawyer can do it. That's the data quality war. On the right hand side, we have the synthetic data people, and I think we talked about Lumna's talk, you know, [00:33:00] really showing how much synthetic data has come along this year. I think there was a bit of a fight between scale. ai and the synthetic data community, because scale.[00:33:09] swyx: ai published a paper saying that synthetic data doesn't work. Surprise, surprise, scale. ai is the leading vendor of non synthetic data. Only[00:33:17] Alessio: cage free annotated data is useful.[00:33:21] swyx: So I think there's some debate going on there, but I don't think it's much debate anymore that at least synthetic data, for the reasons that are blessed in Luna's talk, Makes sense.[00:33:32] swyx: I don't know if you have any perspectives there.[00:33:34] Alessio: I think, again, going back to the reinforcement fine tuning, I think that will change a little bit how people think about it. I think today people mostly use synthetic data, yeah, for distillation and kind of like fine tuning a smaller model from like a larger model.[00:33:46] Alessio: I'm not super aware of how the frontier labs use it outside of like the rephrase, the web thing that Apple also did. But yeah, I think it'll be. Useful. I think like whether or not that gets us the big [00:34:00] next step, I think that's maybe like TBD, you know, I think people love talking about data because it's like a GPU poor, you know, I think, uh, synthetic data is like something that people can do, you know, so they feel more opinionated about it compared to, yeah, the optimizers stuff, which is like,[00:34:17] swyx: they don't[00:34:17] Alessio: really work[00:34:18] swyx: on.[00:34:18] swyx: I think that there is an angle to the reasoning synthetic data. So this year, we covered in the paper club, the star series of papers. So that's star, Q star, V star. It basically helps you to synthesize reasoning steps, or at least distill reasoning steps from a verifier. And if you look at the OpenAI RFT, API that they released, or that they announced, basically they're asking you to submit graders, or they choose from a preset list of graders.[00:34:49] swyx: Basically It feels like a way to create valid synthetic data for them to fine tune their reasoning paths on. Um, so I think that is another angle where it starts to make sense. And [00:35:00] so like, it's very funny that basically all the data quality wars between Let's say the music industry or like the newspaper publishing industry or the textbooks industry on the big labs.[00:35:11] swyx: It's all of the pre training era. And then like the new era, like the reasoning era, like nobody has any problem with all the reasoning, especially because it's all like sort of math and science oriented with, with very reasonable graders. I think the more interesting next step is how does it generalize beyond STEM?[00:35:27] swyx: We've been using O1 for And I would say like for summarization and creative writing and instruction following, I think it's underrated. I started using O1 in our intro songs before we killed the intro songs, but it's very good at writing lyrics. You know, I can actually say like, I think one of the O1 pro demos.[00:35:46] swyx: All of these things that Noam was showing was that, you know, you can write an entire paragraph or three paragraphs without using the letter A, right?[00:35:53] Creative Writing with AI[00:35:53] swyx: So like, like literally just anything instead of token, like not even token level, character level manipulation and [00:36:00] counting and instruction following. It's, uh, it's very, very strong.[00:36:02] swyx: And so no surprises when I ask it to rhyme, uh, and to, to create song lyrics, it's going to do that very much better than in previous models. So I think it's underrated for creative writing.[00:36:11] Alessio: Yeah.[00:36:12] Legal and Ethical Issues in AI[00:36:12] Alessio: What do you think is the rationale that they're going to have in court when they don't show you the thinking traces of O1, but then they want us to, like, they're getting sued for using other publishers data, you know, but then on their end, they're like, well, you shouldn't be using my data to then train your model.[00:36:29] Alessio: So I'm curious to see how that kind of comes. Yeah, I mean, OPA has[00:36:32] swyx: many ways to publish, to punish people without bringing, taking them to court. Already banned ByteDance for distilling their, their info. And so anyone caught distilling the chain of thought will be just disallowed to continue on, on, on the API.[00:36:44] swyx: And it's fine. It's no big deal. Like, I don't even think that's an issue at all, just because the chain of thoughts are pretty well hidden. Like you have to work very, very hard to, to get it to leak. And then even when it leaks the chain of thought, you don't know if it's, if it's [00:37:00] The bigger concern is actually that there's not that much IP hiding behind it, that Cosign, which we talked about, we talked to him on Dev Day, can just fine tune 4.[00:37:13] swyx: 0 to beat 0. 1 Cloud SONET so far is beating O1 on coding tasks without, at least O1 preview, without being a reasoning model, same for Gemini Pro or Gemini 2. 0. So like, how much is reasoning important? How much of a moat is there in this, like, All of these are proprietary sort of training data that they've presumably accomplished.[00:37:34] swyx: Because even DeepSeek was able to do it. And they had, you know, two months notice to do this, to do R1. So, it's actually unclear how much moat there is. Obviously, you know, if you talk to the Strawberry team, they'll be like, yeah, I mean, we spent the last two years doing this. So, we don't know. And it's going to be Interesting because there'll be a lot of noise from people who say they have inference time compute and actually don't because they just have fancy chain of thought.[00:38:00][00:38:00] swyx: And then there's other people who actually do have very good chain of thought. And you will not see them on the same level as OpenAI because OpenAI has invested a lot in building up the mythology of their team. Um, which makes sense. Like the real answer is somewhere in between.[00:38:13] Alessio: Yeah, I think that's kind of like the main data war story developing.[00:38:18] The Data War: GPU Poor vs. GPU Rich[00:38:18] Alessio: GPU poor versus GPU rich. Yeah. Where do you think we are? I think there was, again, going back to like the small model thing, there was like a time in which the GPU poor were kind of like the rebel faction working on like these models that were like open and small and cheap. And I think today people don't really care as much about GPUs anymore.[00:38:37] Alessio: You also see it in the price of the GPUs. Like, you know, that market is kind of like plummeted because there's people don't want to be, they want to be GPU free. They don't even want to be poor. They just want to be, you know, completely without them. Yeah. How do you think about this war? You[00:38:52] swyx: can tell me about this, but like, I feel like the, the appetite for GPU rich startups, like the, you know, the, the funding plan is we will raise 60 million and [00:39:00] we'll give 50 of that to NVIDIA.[00:39:01] swyx: That is gone, right? Like, no one's, no one's pitching that. This was literally the plan, the exact plan of like, I can name like four or five startups, you know, this time last year. So yeah, GPU rich startups gone.[00:39:12] The Rise of GPU Ultra Rich[00:39:12] swyx: But I think like, The GPU ultra rich, the GPU ultra high net worth is still going. So, um, now we're, you know, we had Leopold's essay on the trillion dollar cluster.[00:39:23] swyx: We're not quite there yet. We have multiple labs, um, you know, XAI very famously, you know, Jensen Huang praising them for being. Best boy number one in spinning up 100, 000 GPU cluster in like 12 days or something. So likewise at Meta, likewise at OpenAI, likewise at the other labs as well. So like the GPU ultra rich are going to keep doing that because I think partially it's an article of faith now that you just need it.[00:39:46] swyx: Like you don't even know what it's going to, what you're going to use it for. You just, you just need it. And it makes sense that if, especially if we're going into. More researchy territory than we are. So let's say 2020 to 2023 was [00:40:00] let's scale big models territory because we had GPT 3 in 2020 and we were like, okay, we'll go from 1.[00:40:05] swyx: 75b to 1. 8b, 1. 8t. And that was GPT 3 to GPT 4. Okay, that's done. As far as everyone is concerned, Opus 3. 5 is not coming out, GPT 4. 5 is not coming out, and Gemini 2, we don't have Pro, whatever. We've hit that wall. Maybe I'll call it the 2 trillion perimeter wall. We're not going to 10 trillion. No one thinks it's a good idea, at least from training costs, from the amount of data, or at least the inference.[00:40:36] swyx: Would you pay 10x the price of GPT Probably not. Like, like you want something else that, that is at least more useful. So it makes sense that people are pivoting in terms of their inference paradigm.[00:40:47] Emerging Trends in AI Models[00:40:47] swyx: And so when it's more researchy, then you actually need more just general purpose compute to mess around with, uh, at the exact same time that production deployments of the old, the previous paradigm is still ramping up,[00:40:58] swyx: um,[00:40:58] swyx: uh, pretty aggressively.[00:40:59] swyx: So [00:41:00] it makes sense that the GPU rich are growing. We have now interviewed both together and fireworks and replicates. Uh, we haven't done any scale yet. But I think Amazon, maybe kind of a sleeper one, Amazon, in a sense of like they, at reInvent, I wasn't expecting them to do so well, but they are now a foundation model lab.[00:41:18] swyx: It's kind of interesting. Um, I think, uh, you know, David went over there and started just creating models.[00:41:25] Alessio: Yeah, I mean, that's the power of prepaid contracts. I think like a lot of AWS customers, you know, they do this big reserve instance contracts and now they got to use their money. That's why so many startups.[00:41:37] Alessio: Get bought through the AWS marketplace so they can kind of bundle them together and prefer pricing.[00:41:42] swyx: Okay, so maybe GPU super rich doing very well, GPU middle class dead, and then GPU[00:41:48] Alessio: poor. I mean, my thing is like, everybody should just be GPU rich. There shouldn't really be, even the GPU poorest, it's like, does it really make sense to be GPU poor?[00:41:57] Alessio: Like, if you're GPU poor, you should just use the [00:42:00] cloud. Yes, you know, and I think there might be a future once we kind of like figure out what the size and shape of these models is where like the tiny box and these things come to fruition where like you can be GPU poor at home. But I think today is like, why are you working so hard to like get these models to run on like very small clusters where it's like, It's so cheap to run them.[00:42:21] Alessio: Yeah, yeah,[00:42:22] swyx: yeah. I think mostly people think it's cool. People think it's a stepping stone to scaling up. So they aspire to be GPU rich one day and they're working on new methods. Like news research, like probably the most deep tech thing they've done this year is Distro or whatever the new name is.[00:42:38] swyx: There's a lot of interest in heterogeneous computing, distributed computing. I tend generally to de emphasize that historically, but it may be coming to a time where it is starting to be relevant. I don't know. You know, SF compute launched their compute marketplace this year, and like, who's really using that?[00:42:53] swyx: Like, it's a bunch of small clusters, disparate types of compute, and if you can make that [00:43:00] useful, then that will be very beneficial to the broader community, but maybe still not the source of frontier models. It's just going to be a second tier of compute that is unlocked for people, and that's fine. But yeah, I mean, I think this year, I would say a lot more on device, We are, I now have Apple intelligence on my phone.[00:43:19] swyx: Doesn't do anything apart from summarize my notifications. But still, not bad. Like, it's multi modal.[00:43:25] Alessio: Yeah, the notification summaries are so and so in my experience.[00:43:29] swyx: Yeah, but they add, they add juice to life. And then, um, Chrome Nano, uh, Gemini Nano is coming out in Chrome. Uh, they're still feature flagged, but you can, you can try it now if you, if you use the, uh, the alpha.[00:43:40] swyx: And so, like, I, I think, like, you know, We're getting the sort of GPU poor version of a lot of these things coming out, and I think it's like quite useful. Like Windows as well, rolling out RWKB in sort of every Windows department is super cool. And I think the last thing that I never put in this GPU poor war, that I think I should now, [00:44:00] is the number of startups that are GPU poor but still scaling very well, as sort of wrappers on top of either a foundation model lab, or GPU Cloud.[00:44:10] swyx: GPU Cloud, it would be Suno. Suno, Ramp has rated as one of the top ranked, fastest growing startups of the year. Um, I think the last public number is like zero to 20 million this year in ARR and Suno runs on Moto. So Suno itself is not GPU rich, but they're just doing the training on, on Moto, uh, who we've also talked to on, on the podcast.[00:44:31] swyx: The other one would be Bolt, straight cloud wrapper. And, and, um, Again, another, now they've announced 20 million ARR, which is another step up from our 8 million that we put on the title. So yeah, I mean, it's crazy that all these GPU pores are finding a way while the GPU riches are also finding a way. And then the only failures, I kind of call this the GPU smiling curve, where the edges do well, because you're either close to the machines, and you're like [00:45:00] number one on the machines, or you're like close to the customers, and you're number one on the customer side.[00:45:03] swyx: And the people who are in the middle. Inflection, um, character, didn't do that great. I think character did the best of all of them. Like, you have a note in here that we apparently said that character's price tag was[00:45:15] Alessio: 1B.[00:45:15] swyx: Did I say that?[00:45:16] Alessio: Yeah. You said Google should just buy them for 1B. I thought it was a crazy number.[00:45:20] Alessio: Then they paid 2. 7 billion. I mean, for like,[00:45:22] swyx: yeah.[00:45:22] Alessio: What do you pay for node? Like, I don't know what the game world was like. Maybe the starting price was 1B. I mean, whatever it was, it worked out for everybody involved.[00:45:31] The Multi-Modality War[00:45:31] Alessio: Multimodality war. And this one, we never had text to video in the first version, which now is the hottest.[00:45:37] swyx: Yeah, I would say it's a subset of image, but yes.[00:45:40] Alessio: Yeah, well, but I think at the time it wasn't really something people were doing, and now we had VO2 just came out yesterday. Uh, Sora was released last month, last week. I've not tried Sora, because the day that I tried, it wasn't, yeah. I[00:45:54] swyx: think it's generally available now, you can go to Sora.[00:45:56] swyx: com and try it. Yeah, they had[00:45:58] Alessio: the outage. Which I [00:46:00] think also played a part into it. Small things. Yeah. What's the other model that you posted today that was on Replicate? Video or OneLive?[00:46:08] swyx: Yeah. Very, very nondescript name, but it is from Minimax, which I think is a Chinese lab. The Chinese labs do surprisingly well at the video models.[00:46:20] swyx: I'm not sure it's actually Chinese. I don't know. Hold me up to that. Yep. China. It's good. Yeah, the Chinese love video. What can I say? They have a lot of training data for video. Or a more relaxed regulatory environment.[00:46:37] Alessio: Uh, well, sure, in some way. Yeah, I don't think there's much else there. I think like, you know, on the image side, I think it's still open.[00:46:45] Alessio: Yeah, I mean,[00:46:46] swyx: 11labs is now a unicorn. So basically, what is multi modality war? Multi modality war is, do you specialize in a single modality, right? Or do you have GodModel that does all the modalities? So this is [00:47:00] definitely still going, in a sense of 11 labs, you know, now Unicorn, PicoLabs doing well, they launched Pico 2.[00:47:06] swyx: 0 recently, HeyGen, I think has reached 100 million ARR, Assembly, I don't know, but they have billboards all over the place, so I assume they're doing very, very well. So these are all specialist models, specialist models and specialist startups. And then there's the big labs who are doing the sort of all in one play.[00:47:24] swyx: And then here I would highlight Gemini 2 for having native image output. Have you seen the demos? Um, yeah, it's, it's hard to keep up. Literally they launched this last week and a shout out to Paige Bailey, who came to the Latent Space event to demo on the day of launch. And she wasn't prepared. She was just like, I'm just going to show you.[00:47:43] swyx: So they have voice. They have, you know, obviously image input, and then they obviously can code gen and all that. But the new one that OpenAI and Meta both have but they haven't launched yet is image output. So you can literally, um, I think their demo video was that you put in an image of a [00:48:00] car, and you ask for minor modifications to that car.[00:48:02] swyx: They can generate you that modification exactly as you asked. So there's no need for the stable diffusion or comfy UI workflow of like mask here and then like infill there in paint there and all that, all that stuff. This is small model nonsense. Big model people are like, huh, we got you in as everything in the transformer.[00:48:21] swyx: This is the multimodality war, which is, do you, do you bet on the God model or do you string together a whole bunch of, uh, Small models like a, like a chump. Yeah,[00:48:29] Alessio: I don't know, man. Yeah, that would be interesting. I mean, obviously I use Midjourney for all of our thumbnails. Um, they've been doing a ton on the product, I would say.[00:48:38] Alessio: They launched a new Midjourney editor thing. They've been doing a ton. Because I think, yeah, the motto is kind of like, Maybe, you know, people say black forest, the black forest models are better than mid journey on a pixel by pixel basis. But I think when you put it, put it together, have you tried[00:48:53] swyx: the same problems on black forest?[00:48:55] Alessio: Yes. But the problem is just like, you know, on black forest, it generates one image. And then it's like, you got to [00:49:00] regenerate. You don't have all these like UI things. Like what I do, no, but it's like time issue, you know, it's like a mid[00:49:06] swyx: journey. Call the API four times.[00:49:08] Alessio: No, but then there's no like variate.[00:49:10] Alessio: Like the good thing about mid journey is like, you just go in there and you're cooking. There's a lot of stuff that just makes it really easy. And I think people underestimate that. Like, it's not really a skill issue, because I'm paying mid journey, so it's a Black Forest skill issue, because I'm not paying them, you know?[00:49:24] Alessio: Yeah,[00:49:25] swyx: so, okay, so, uh, this is a UX thing, right? Like, you, you, you understand that, at least, we think that Black Forest should be able to do all that stuff. I will also shout out, ReCraft has come out, uh, on top of the image arena that, uh, artificial analysis has done, has apparently, uh, Flux's place. Is this still true?[00:49:41] swyx: So, Artificial Analysis is now a company. I highlighted them I think in one of the early AI Newses of the year. And they have launched a whole bunch of arenas. So, they're trying to take on LM Arena, Anastasios and crew. And they have an image arena. Oh yeah, Recraft v3 is now beating Flux 1. 1. Which is very surprising [00:50:00] because Flux And Black Forest Labs are the old stable diffusion crew who left stability after, um, the management issues.[00:50:06] swyx: So Recurve has come from nowhere to be the top image model. Uh, very, very strange. I would also highlight that Grok has now launched Aurora, which is, it's very interesting dynamics between Grok and Black Forest Labs because Grok's images were originally launched, uh, in partnership with Black Forest Labs as a, as a thin wrapper.[00:50:24] swyx: And then Grok was like, no, we'll make our own. And so they've made their own. I don't know, there are no APIs or benchmarks about it. They just announced it. So yeah, that's the multi modality war. I would say that so far, the small model, the dedicated model people are winning, because they are just focused on their tasks.[00:50:42] swyx: But the big model, People are always catching up. And the moment I saw the Gemini 2 demo of image editing, where I can put in an image and just request it and it does, that's how AI should work. Not like a whole bunch of complicated steps. So it really is something. And I think one frontier that we haven't [00:51:00] seen this year, like obviously video has done very well, and it will continue to grow.[00:51:03] swyx: You know, we only have Sora Turbo today, but at some point we'll get full Sora. Oh, at least the Hollywood Labs will get Fulsora. We haven't seen video to audio, or video synced to audio. And so the researchers that I talked to are already starting to talk about that as the next frontier. But there's still maybe like five more years of video left to actually be Soda.[00:51:23] swyx: I would say that Gemini's approach Compared to OpenAI, Gemini seems, or DeepMind's approach to video seems a lot more fully fledged than OpenAI. Because if you look at the ICML recap that I published that so far nobody has listened to, um, that people have listened to it. It's just a different, definitely different audience.[00:51:43] swyx: It's only seven hours long. Why are people not listening? It's like everything in Uh, so, so DeepMind has, is working on Genie. They also launched Genie 2 and VideoPoet. So, like, they have maybe four years advantage on world modeling that OpenAI does not have. Because OpenAI basically only started [00:52:00] Diffusion Transformers last year, you know, when they hired, uh, Bill Peebles.[00:52:03] swyx: So, DeepMind has, has a bit of advantage here, I would say, in, in, in showing, like, the reason that VO2, while one, They cherry pick their videos. So obviously it looks better than Sora, but the reason I would believe that VO2, uh, when it's fully launched will do very well is because they have all this background work in video that they've done for years.[00:52:22] swyx: Like, like last year's NeurIPS, I already was interviewing some of their video people. I forget their model name, but for, for people who are dedicated fans, they can go to NeurIPS 2023 and see, see that paper.[00:52:32] Alessio: And then last but not least, the LLMOS. We renamed it to Ragops, formerly known as[00:52:39] swyx: Ragops War. I put the latest chart on the Braintrust episode.[00:52:43] swyx: I think I'm going to separate these essays from the episode notes. So the reason I used to do that, by the way, is because I wanted to show up on Hacker News. I wanted the podcast to show up on Hacker News. So I always put an essay inside of there because Hacker News people like to read and not listen.[00:52:58] Alessio: So episode essays,[00:52:59] swyx: I remember [00:53:00] purchasing them separately. You say Lanchain Llama Index is still growing.[00:53:03] Alessio: Yeah, so I looked at the PyPy stats, you know. I don't care about stars. On PyPy you see Do you want to share your screen? Yes. I prefer to look at actual downloads, not at stars on GitHub. So if you look at, you know, Lanchain still growing.[00:53:20] Alessio: These are the last six months. Llama Index still growing. What I've basically seen is like things that, One, obviously these things have A commercial product. So there's like people buying this and sticking with it versus kind of hopping in between things versus, you know, for example, crew AI, not really growing as much.[00:53:38] Alessio: The stars are growing. If you look on GitHub, like the stars are growing, but kind of like the usage is kind of like flat. In the last six months, have they done some[00:53:4

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EV Registrations Up 18%, FSD Low-Viz Investigation, Rivian Knight Rider

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Oct 18, 2024 14:23

Shoot us a Text.As we wind down on another week, we're looking at August's EV numbers and the gains by GM. Plus, we talk about the NHTSA's investigation into Full Self Driving, and how Rivian is re-skinning its R1s for spooky season.Show Notes with links:General Motors' latest electric vehicles, combined with Tesla's Cybertruck, significantly contributed to an 18% increase in U.S. EV registrations in August year over year.U.S. EV registrations hit 111,952, accounting for 8.6% of the light-vehicle market, up from 7.5% the previous year.GM's new Equinox EV and Blazer EV made the top 10 EV models,helping Chevrolet place as the #3 EV brand in August, up from #7 in May. Tesla and Ford were #1 and #2.Tesla remains the leader in EV sales but saw its market share drop to 46% as legacy brands like GM, Honda, and Kia close in.Generous leasing offers and incentives are boosting EV sales, although concerns remain about their impact on profitability.“It's basically impossible for Tesla not to lose market share as new EV models stream into the marketplace,” said Ed Kim, AutoPacific's chief analyst.The National Highway Traffic Safety Administration has opened an investigation into 2.4 million Tesla vehicles equipped with Full Self-Driving software after reported crashes in low-visibility conditions.The probe involves Tesla models from 2016-2024, including Model S, X, 3, Y, and the 2023-2024 Cybertruck.Crashes occurred under conditions like sun glare, fog, or airborne dust, with one fatal crash involving a pedestrian.Tesla has a "camera-only" approach to FSD, compared to rivals who use radar and lidar.The investigation adds pressure as Tesla focuses on self-driving technology, robotaxis, and new concepts like the "Cybercab."Tesla has not commented on the investigation.Rivian is bringing some Halloween fun to its R1 vehicles with a set of “Car Costumes,” allowing owners to transform their EVs into iconic movie rides or spooky-themed designs.Owners can choose from "Knight Rider" KITT, the "Back to the Future" Time Machine, or a "Haunted Rivian" costume.Features include themed lighting, sound effects, and interactive display changes.New Halloween-themed modes also include ghostly reskins for drive modes, zombies on pedestrian sensors, and spooky sounds.Rivian's fun-filled update goes live on October 18, offering a whimsical break from the usual serious auto industry.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Dealers Frustrated With Amazon, Rivian Pre-Owned, Kirkland Towers

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 25, 2024 13:28

Shoot us a Text.Dealers Frustrated With Amazon, Rivian Pre-Owned, Kirkland TowersDescription:With only 6 days left in the month, we're cruising into Wednesday. Today, we've got an update on the Hyundai-Amazon partnership and how dealers are feeling about it. Plus, we're talking about Rivian's new pre-owned program and a new Costco that is stacking apartments on top of its warehouse.AnnouncementASOTU Edge Webinar TODAY at 2PM - Don't Miss The Signals! How Unresolved Complaints Turn Into Compliance Nightmares with the Association of Finance and Insurance Professionals and DealerResolveUpcoming Travel - ATAE Comms NovShow Notes with links:Hyundai's ambitious plans to sell vehicles through Amazon are testing dealer patience, as the initiative is still in its pilot phase after being announced a year ago. During the Automotive News Congress, industry leaders voiced their concerns about the partnership and its broader implications for dealerships.NADA CEO Mike Stanton noted the frustration, calling the platform "just another digital retail tool" rather than a top-tier solution.NADA is collaborating with Hyundai and Amazon lawyers to ensure the partnership complies with state franchise laws, as Amazon's goal for a seamless customer experience is proving more complex than anticipated, especially in financing and trades.Inga Maurer from McKinsey warned of risks, cautioning dealers about the potential loss of customer data, which Amazon could leverage for marketing other products like parts.Eddie Hall III of Hall Automotive acknowledged that Amazon could become an additional sales channel but emphasized that in-person dealership visits remain crucial.Stanton questioned whether customers would make significant purchases like cars on Amazon, saying, "I don't think I am going to go over and buy a car after I buy my toothpaste."Rivian Automotive is diving into the pre-owned vehicle market with its R1T pickup and R1S crossover, aiming to create new revenue streams as new vehicle deliveries slow in the U.S. This move marks a pivotal step as the EV maker matures in a competitive industry.Sales of new R1 vehicles have stalled, with registrations dropping 0.3% in July.Pre-owned EVs are attractive due to significant depreciation on new models, making them a bargain.Rivian posted a net loss of $1.5 billion in Q2 but expects increased demand for used EVs due to price drops across the market.Analyst Ivan Drury of Edmunds praised the program, saying it builds consumer confidence and is "almost mandatory" for brand legitimacy."There's an entire segment of buyers that see no value in purchasing new cars because depreciation is already bad, let alone on an EV," Drury said. "A properly implemented certified pre-owned program benefits everybody except your competition."Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

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Rivian Referrals, Toyota's Long Range Battery Plans, iPhone Intelligence

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 10, 2024 16:02

Shoot us a Text.As we turn into Tuesday, we've got guest host Daniel Govaer with us in the studio! Today we're looking at Rivian's referral program, what the future holds for Toyota's battery production and recap everything from Apple's iPhone announcement event.Show Notes with links:Rivian is rolling out its first referral program to help drive sales of its R1T and R1S models, joining Tesla and Lucid in the referral game. This program includes credits and perks, making it more enticing for new buyers and existing owners.Rivian's program offers $750 credits to both referrers and new buyers, plus six months of free charging at Rivian's Adventure Network.The first 100 owners who make 25 referrals will be rewarded with an exclusive adventure weekend, further enhancing Rivian's focus on lifestyle and experiences.Currently limited to U.S. owners but will expand to Canada in 2024.Tesla offers referrers a $500 gift card and buyers a $1,000 discount, while Lucid provides up to $1,250 in vehicle discounts for buyers and points for referrers to redeem for merchandise."These programs appeal to automakers because they're less expensive to run compared to traditional advertising," said Ivan Drury of Edmunds.Toyota has received official approval from Japan's Ministry of Trade and Industry (METI) to move forward with its all-solid-state EV battery development. This certification allows the automaker to boost domestic production as part of Japan's strategy to reduce dependence on foreign battery suppliers.Subsidiaries like Prime Planet Energy Solution and Primeearth EV Energy will spearhead production.Toyota's roadmap includes launching "Performance" batteries by 2026, offering up to 500 miles of range.The company plans to introduce all-solid-state batteries with 620 miles of range and 10-minute fast charging by 2028.Japan is investing $7 billion to boost battery production and reduce reliance on China and South Korea.Apple's “It's Glowtime” event showcased exciting new updates, including the highly anticipated iPhone 16, updates to the Apple Watch, and new AirPods models, all set to release on September 20th.iPhone 16 adds a DSLR-style capture button and stacked rear cameras for spatial video.iPhone 16 Pro introduces a larger display, upgraded A18 Pro chip, and improved cameras.Apple Watch Series 10 has a thinner profile, brighter display, and apnea detection.AirPods 4 feature voice isolation, improved design, and optional active noise cancellation.Apple Intelligence was another notable feature unveiled at the event, designed to enhance the iPhone 16 lineup with new AI capabilities. Including that users can search their photo library by simply describing the image they're looking for, create personalized emojis using AI, and Visual Intelligence, which can recognize objects in photos and perform actions, such as adding events to your calendar when you snap a picture ofHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Mercedes GLC 43 "Coupe" Review, Chatting with Rivian, Porsche Price Quiz

Car Stuff Podcast

Play Episode Listen Later Sep 2, 2024 54:22

Jill and Tom are Joined in-studio by Brendan Appel this week. In the first segment Jill and Brendan respond to Tom's impressions of the updated Genesis GV80 midsize crossover. The trio also discussed the pending engine-replacement recall facing owners of all 2022 and 2023 Toyota Tundras. The recall is reportedly going to require up to 24 hours of labor per vehicle. Still in the first segment, Jill reviews the 2024 AMG Mercedes-Benz GLC 43 Coupe. Jill was generally impressed by the “coupe” version of Mercedes' compact crossover. Listen in for her complete take. In the second segment, the hosts welcome Mikhael Farah of Rivian to the program. Mikhael walked the crew through a number of news items, including Volkswagen's investment in Rivan, coming small and subcompact Rivian crossovers, and the updated-for-2025 R1S and R1T models, which are on sale now. In the third segment, Jill and Brendan are subjected to Tom's “Porsche Price” quiz.

price humor quiz chatting porsche volkswagen mercedes benz coupe rivian toyota tundra mikhael r1t r1s rivian r1s rivan mercedes glc

598: Three-Burner Stove

Accidental Tech Podcast

Play Episode Listen Later Aug 1, 2024 146:16

Follow-up: Rivian Repair Becki & Chris (timestamp link) (via Matt Rigby) Marco’s Repair Breakdown Parts: 39% RT Uniside assembly quarter panel: $2,751 Bumper cover: $940 Right tail lamp assembly: $630 Right quarter panel glass: $537 Labor: 53% Miscellaneous & taxes: 8% PDR videos R1T driver quarter panel R1T passenger quarter panel Pictures of the R1S side panel Post Image Another example of outrageous car body panel prices EV charge port locations (via Craig Ritchie) Gas-hole locations (via David Barber) Apple Intelligence in iOS 18.1 …with a waitlist for the beta CrowdStrike How Windows 3.1 may have saved Southwest’s butt RTFU: Nope. Inside the 78 minutes that took down millions of Windows machines CrowdStrike Preliminary Post-Incident Review Apple’s approach Apple Endpoint Security WWDC2020: Build an Endpoint Security app Microsoft calls for Windows changes CrowdStrike fails to read the room iPhone 17 “slim” rumors MacRumors Ming-Chi Quo …with Apple 5G modem‽ …with different camera placement? The Information Rumored iPhone 17 lineup Max Tech on iPhone 17 “slim” …with a fold‽ The Information Post-show: Overcast launch & Callsheet renewals Callsheet renewal blog post Ketchup RevenueCat Members-only ATP Overtime: AI & Search Google is the only Reddit-approved search engine MJ Tsai Gruber SearchGPT Verge coverage Sponsored by: 1Password: More than a password manager. Green Chef: The #1 meal kit for eating well. Become a member for ATP Overtime, ad-free episodes, member specials, and our early-release, unedited “bootleg” feed!

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Used Cars Driving Inflation Down, VinFast Dealer Advisors, Rivian's Future Plans

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Jul 23, 2024 13:16 Transcription Available

Shoot us a Text.Today is Tuesday! Things are happening in the auto industry, like how lower used car prices are driving down inflation, VinFast is forming a US dealer advisory board and Rivian is pressing ahead on future plans.Show Notes with linksUsed car prices have plummeted over the past year, reaching their lowest level since 2021, and are now the leading category reducing inflation, according to CoPilot's analysis of CPI data.Cox Automotive reports that the average list price for a used vehicle is now $25,251, down 7% from last year and the lowest since summer 2021.The June CPI report shows a 10.1% drop in used vehicle prices over the past year, with a 1.5% decline in the last month alone.The previous surge in used car prices was driven by a supply crunch in new vehicles.CoPilot CEO Pat Ryan explains that the supply of new vehicles has increased by about 50% since July 2023, easing pressure on the used market.“Consumers have finally found themselves with more options to buy new, rather than used,” Ryan noted.EV manufacturer VinFast is strengthening its presence in the U.S. by forming a Dealer Advisory Board to navigate the American market.VinFast aims to expand its U.S. dealership network with strategic advisory board members including David Coyle of Leith VinFast in NC, Damian Mills of VinFast Triad in NC, David Sansing, Elie Hanna, Bill AuffenbergVinFast has received 70 applications from dealers and plans to establish 125 third-party sales points by the end of 2024.David Coyle, Dealer Principal of Leith VinFast commented “This board represents a great opportunity for open communication and collaboration, ensuring VinFast remains at the forefront of the EV market.”Rivian CEO RJ Scaringe recently sat down with the Verge to cover the EV maker's future plans, why every EV looks like a Tesla, and the joint venture with VW.Rivian announced five new models this year: R2, R3, R3X, and updated versions of R1T and R1S. The R2 is set to launch in 2026 and already has 100K pre-orders.Scaringe believes that the slowdown in EV growth is not due to a lack of demand but rather a lack of variety in available models. He believes there is significant latent demand for EVs that meet diverse consumer needs. “Because of the Model Y's success, you have a lot of incumbents that have built products that look and feel and are shaped a lot like a Model Y.”The $5 billion joint venture with VW focuses on co-developing Rivian's streamlined electronic architecture, which reduces the number of ECUs (electrical control units) in vehicles, simplifying software updates and cost efficiency. VW aims to leverage Rivian's advanced technology across its brands, including Porsche, Audi, and Bentley.Rivian also just launched an EV Charging Outpost near Yosemite National Park, converting an old gas station into a rustic charging site, featuring a lounge area, complimentary librarHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Lease Return Dry Up, EV Registrations Rise, Car Shopping Myth Buster

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Jun 21, 2024 14:03

Shoot us a Text.We are on day 3 of dealers banding together to keep the doors open at CDK powered rooftops and the energy could not be better! Today we are looking at the impact lease returns will have on used inventory, the rise of EV registrations recently, and a TikTok car shopping myth buster is making waves.Show Notes with links:Dealers are bracing for a significant decline in lease turn-ins, a lingering impact of the COVID-19 pandemic. This reduction threatens new-vehicle sales, certified pre-owned (CPO) programs, and customer retention.Lease turn-ins will decline starting next month, impacting new-vehicle sales and CPO programs.The leasing rate dropped dramatically in mid-2021, from 1 in 3 new vehicles to as few as 1 in 6.Analysts predict used-vehicle supply won't return to 2023 levels until the end of the decade.The reduction will hit GM dealers later in 2024, while Toyota dealers will feel the impact in 2026."Three-year-old off-lease vehicles are the backbone of the used-car market," J.D. Power's Jominy said. "Even though we will still see [used-vehicle] prices fall because we're unwinding the COVID supply chain dynamics still in the industry, [the lack of lease turn-ins] is going to help support the bottom of the market, so we're not going back to where we were previously," in terms of used-car prices. [Source: Automotive News]Despite concerns of a market cooldown, electric vehicle sales continued to grow in April, with notable contributions from Ford, Rivian, and Toyota. Drastic price cuts and incentives led to over $10,000 in savings on some models, boosting EV registrations by 14%.EVs accounted for 7.4% of total light-vehicle registrations, outpacing the overall market's 7.3% gain.The Toyota bZ4X saw a 646% increase in registrations, leading the surge, while Ford's Mustang Mach-E and F-150 Lightning were up 287% and 96%, respectively.Rivian's R1S and Hyundai's IONIQ 5 also saw impressive increases, with 127% and 93% growth."Automakers are bringing EV prices down to the ICE level and it's moving the merchandise,” said Tom Libby, associate director of industry analysis at S&P Global Mobility.TikToker and car salesperson Ash has shed light on why some consumers might be hesitant to test drive cars at dealerships, providing valuable insight for dealers.Ash warned consumers that they may form an emotional attachment to a car during a test drive and “take mental ownership” of the car, which can lead to impulsive purchasing decisions.She also talked about how prolonged dealership visits might be a tactic to wear customers down and push for a quicker sale.Some commenters suggested to test drive, leave, and then research and negotiate remotely to avoid high-pressure sales environments.While some buyers see test drives as essential, others believe avoiding them prevents buyer's remorse, especially for used cars.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

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Rivian R1T & R1S 2nd-gen Review — The Carmudgeon Show w/ Jason Cammisa & Derek Tam-Scott — Ep 150

The Carmudgeon Show

Play Episode Listen Later Jun 17, 2024 77:03

There's a new set of Rivian twins on the market, but most of updates on the R1T and R1S are under the skin. But they're very significant! === This episode is sponsored by Vyper Industrial — America's #1 rated shop chair, tool carts, and creepers, proudly made here in the US. Go to https://www.vyperindustrial.com/ and use code HAGERTY for $50 off on all your order! Click here to join the Hagerty Driver's Club: https://bit.ly/Join-HDC-Cammisa-Rev === The new R1T and R1S feature new batteries, new motors, a new electrical architecture, new lighting, and new substantive updates to the interior — Jason flew to Washington to drive them on and off-road. The new R1 includes infotainment updates that includes Apple Music — but still no Apple CarPlay, which Jason finds to be a wart on an otherwise near-perfect machine. The other wart is the ride quality — it's still fantastic off-road, and it's better, but it's not up to the level of greatness attained by the rest of the vehicle. The quad-motor variant rips off a face-melting 2.5-second 0-60 and 10.5 @ 130 mph in the quarter mile — which is impressive. But necessary? Of course, the Carmudgeons spend some time insulting Subaru drivers (admitting that their experience with slow Subarus might be a San Francisco Bay Area phenomenon) but looking at some national statistics that show that Subaru drivers are the worst of any passenger-car brand. And of course, they address people comparing their previous Waymo self-driving robotaxi episode experience to Tesla's Full Self Driving. They're not even remotely close. More of this and more! Learn more about your ad choices. Visit megaphone.fm/adchoices

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WWDC 2024 recap, Apple Intelligence, Rivian R1T and R1S refresh, Honor 200 series, HTC U24 Pro, and more with Anshel Sag of Moor Insights & Strategy

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Jun 16, 2024 72:20

It's time for episode 379 of the Mobile Tech Podcast with guest Anshel Sag of Moor Insights & Strategy -- brought to you by Mint Mobile. In this episode, we recap WWDC 2024 and share our thoughts on Apple Intelligence. We then dive into Rivian's refreshed R1T and R1S and discuss the Light Phone 3, Honor 200 series, and HTC U24 Pro. Finally, we cover news, leaks, and rumors from Nothing, Samsung, and MediaTek. Enjoy :)Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Anshel Sag: https://twitter.com/anshelsag- Apple WWDC 2024 recap: https://www.theverge.com/24171190/apple-wwdc-2024-biggest-announcements- Anshel's Apple Intelligence article: https://www.forbes.com/sites/moorinsights/2024/06/13/apple-zips-through-os-improvements-to-launch-apple-intelligence/- RCS in iOS 18: https://www.theverge.com/2024/6/10/24171315/apple-messages-rcs-ios-18-imessage-green-bubble- Calculator in iPadOS 18: https://www.theverge.com/2024/6/10/24175487/ipad-calculator-app-ipados18-pencil-apple-wwdc2024- Rivian R1T and R1S refresh: https://techcrunch.com/2024/06/06/rivian-refresh-r1t-r1s-second-generation-speed-range-apple/- Light Phone 3: https://www.theverge.com/2024/6/11/24176026/light-phone-3-launch-price-release-date- Honor 200 series now global: https://www.gsmarena.com/you_can_now_buy_the_honor_200_pro_honor_200_and_honor_200_lite_globally-news-63254.php- Nothing CMF Phone 1 leaks: https://www.gsmarena.com/nothing_cmf_phone_1_image_leaks-news-63220.php- HTC U24 Pro: https://www.gsmarena.com/htc_u24_pro_is_here_with_three_50_mp_cameras_surprising_price-news-63256.php- Samsung Galaxy Z Fold6 and Z Flip6 pricing rumors: https://www.gsmarena.com/samsung_galaxy_z_flip6_will_be_more_expensive_too-news-63268.php- Samsung Watch FE: https://www.gsmarena.com/samsung_galaxy_watch_fe_is_already_available_to_order_in_the_netherlands-news-63265.php- MediaTek ARM chip for Windows rumors: https://www.gsmarena.com/reuters_mediatek_is_working_on_a_windowsonarm_chip_for_microsoft-news-63253.php

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Jeep Wagoneer S Reveal, Rivian R1T & R1S Updates, & Toyota Crown Signia First Drive

MotorWeek

Play Episode Listen Later Jun 14, 2024

In Podcast #328, John Davis and the MotorWeek crew are back from their travels to talk about a few new vehicles! Jessica starts things off with the reveal of the Jeep Wagoneer S. Then Alex switches gears to the recent updates to the Rivian R1T and R1S. And then we drive the Toyota Venza's replacement, the Crown Signia! Plus, a Lightning Round about theft at electric vehicle charging stations and a viewer has a question about charging PHEVs.

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What 2 Rivian Owners Think Of New R1 Refresh! 2nd Generation EV Lineup Changes & Details

Play Episode Listen Later Jun 11, 2024 53:05

Episode 385: Join Francie as she goes over the specs of the new R1 lineup refresh AKA Rivian's 2nd generation changes to the R1T and R1S. Later she is joined by Tom from @StateOfChargeWithTomMoloughney and Jose from @riviantrackr to see what these 2 Rivian owners think of these updates - are they enough? Is there more missing? Let's plug in!Kyle's X article: https://x.com/itskyleconner/status/1798746967088173231 @OutofSpecReviews Video on R1 2nd Gen: https://www.youtube.com/watch?v=krMPnGHirLkShoutout to our sponsors for more information find their links below:- Fort Collins Kia: Visit focokia.com for full details. Disclaimer: *Delivery covers up to $1,000.Find us on all of these places:YouTube: https://www.youtube.com/outofspecpodcastApple Podcasts: https://podcasts.apple.com/us/podcast/out-of-spec-podcast/id1576636119Spotify: https://open.spotify.com/show/0tKIQfKL9oaHc1DLOTWvbdAmazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCASTFor further inquiries please email podcast@outofspecstudios.com#rivian #r1t #electricvehicle Hosted on Acast. See acast.com/privacy for more information.

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Tesla v12.4, Rivian next-gen R1s, VW ID.7 GTX, and more

All CNET Video Podcasts (HD)

Play Episode Listen Later Jun 7, 2024 60:11

On the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla's upcoming v12.4 update, Rivian's next-gen R1s, VW ID.7 GTX, and more. Today's Podcast is sponsored by the Electrek American Solar Challenge 2024 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: Elon Musk says Tesla FSD v12.4 will drive a year between interventions, but there's a caveat Tesla releases new software update with improvements to adaptive headlights and more Elon Musk asked Nvidia to prioritize GPU shipments to X over Tesla, emails reveal Tesla Cybertruck unveiled as imposing police vehicle Rivian unveils next-gen R1 EVs to cut cost without affecting driver experience I drove the next-gen R1S/R1T and Rivian is getting better at making electric vehicles Volkswagen unveils the new ID.7 GTX as its most powerful EV yet Porsche Cayenne EV caught testing hints at larger, bolder big brother to the Macan Kia EV4 spotted for the first time revealing the stylish new low-cost EV [Video] 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/6CwiWbpRToo

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See Inside Rivian's Electric Vehicle Test Labs

Play Episode Listen Later Jun 6, 2024

Join us for an exclusive tour of Rivian's Palo Alto, California, lab, as the company launches the second generation of its R1S and R1T vehicles. Take a look inside Rivian's electrical hardware lab, see how engineers test hardware and software in a lab car, and then come for a drive-along in the new R1S.

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Jeep targets Tesla, Rivian R1 gets BIG upgrades, Fisker in trouble, and big solar

california labs electric vehicles palo alto rivian r1t r1s

Play Episode Listen Later Jun 6, 2024

Jeep and Volkswagen are taking aim at the Tesla Model Y, Rivian announced a raft of upgrades for its more powerful, more affordable R1S and R1T electric trucks, NIO is down, Fisker is nearly out, and solar power is taking off in traditionally red states. All this and more on today's exciting episode of Quick Charge! Source Links Jeep takes aim at Tesla with its first electric SUV, new Wrangler-like EV coming soon The VW ID.4 lease price is now the same as the Tesla Model Y Rivian unveils next-gen R1 EVs to cut cost without affecting driver experience NIO stock slides after Q1 results despite expected surge in Q2 EV deliveries Fisker Inc. bankruptcy looms as latest SEC filing shows it has defaulted on a $3.5 million loan The US installed more solar in Q1 2024 than it did in all of 2018 Listen to a recap of the top stories of the day from Electrek. Quick Charge is now available on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday (that's the plan, anyway). Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Share your thoughts!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show!

See Inside Rivian's Electric Vehicle Test Labs

Special Features (HD)

Play Episode Listen Later Jun 6, 2024

Episode 7

Why? Tesla Model Y

Play Episode Listen Later Mar 26, 2024 38:21

Autopark update! R2 instead of MY? Convince me to make the switch to an EV & Model Y Y of the week *During the Rivian R2 segment, I mentioned how the R2 is expected to be priced at $45k but could inflate when it rolls out in 2 years. It's worth noting that the other Rivian SUV, the R1S, was originally priced at $70k and saw a price increase of 20% up to $84.5k in 2022. However, Rivian decided to honor the original price for pre-orders that were placed before the price increase. Will we see a similar trend (& subsequent, positive Rivian response) with the R2 in 2 years?

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Rivian Can Charge At Tesla Superchargers! Access For R1T & R1S EVs Starts Today

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Play Episode Listen Later Mar 18, 2024 36:15

Episode 299: Francie and Jose from @riviantrackr hop on the podcast to break some news that will make any Rivian R1T or R1S owners and drivers very happy - Rivian EVs can now access the Tesla Supercharger network and charge their EVs using a charging adapter, if they have one. They go over all the details of Rivian's announcement, what drivers can expect to see and experience, adapters, competition, and more. Shoutout to our sponsors for more information find their links below:- Star Charge: https://www.starcharge.com/charging/ - Kempower: https://kempower.com/america/charging-solutions/Find us on all of these places:YouTube: https://www.youtube.com/outofspecpodcastApple Podcasts: https://podcasts.apple.com/us/podcast/out-of-spec-podcast/id1576636119Spotify: https://open.spotify.com/show/0tKIQfKL9oaHc1DLOTWvbdAmazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCASTFor further inquiries please email podcast@outofspecstudios.com#supercharger #tesla #rivian Hosted on Acast. See acast.com/privacy for more information.

PSFK Earnings Call Podcast: Rivian Automotive - RIVN

PSFK's PurpleList

Play Episode Listen Later Feb 22, 2024 3:05

Rivian Automotive held an earnings call on Wednesday February 21st 2024, during which an overview of the company's recent financial performance and strategic direction was presented to the investors. Notably, CEO RJ Scaringe informed investors: "Our order bank has notably reduced overtime as deliveries have more than doubled in 2023 versus 2022 along with the impact of cancellations due to both the macroenvironment and the customer factors I just referenced." The financial metrics revealed during the call showed the company generated impressive revenue of $1.3 billion in the fourth quarter of 2023. However, according to the information provided during the call, the troubling aspect was the reported negative gross profit per vehicle delivered which stood at -$43,000. As a response, Rivian acknowledged their commitment towards pursuing cost efficiencies and material cost reduction initiatives to enhance profitability. From a product and services standpoint, Rivian's R1T and R1S vehicles were portrayed as central to the company's success. As stated during the earnings call, the recent launch of the Standard Range variant had resulted in increased interest and demand. Rivian has also outlined its plans to ensure brand visibility and improve customer engagement with initiatives such as expanding sales and service locations and enhancing customer experiences. Scaringe, during the earnings call, acknowledged: "Our order bank has notably reduced overtime as deliveries have more than doubled in 2023 versus 2022 along with the impact of cancellations due to both the macroenvironment and the customer factors I just referenced." This statement provides an insight into how Rivian has managed to navigate the challenges in the market and boost its delivery numbers. As advised on the earnings call, Rivian is keenly observing consumer trends especially in the rising demand for electric vehicles. The company demonstrated intent to seize these opportunities by launching the R2 and focusing on meeting consumer demand, with particular goal directed towards their delivery targets for 2024. In terms of strategic direction, the call highlighted Rivian's emphasis on several key aspects. The company plans to focus on cost efficiency, production optimization, and investments in technology. Enhancing customer experiences, expanding market capabilities, and development of their R2 platform are also part of their plans. Based on the call, Rivian also plans to facilitate a number of shutdowns in 2024 to streamline material costs, implement engineering changes and manage supplier cost reductions in an effort to better profitability. In conclusion, while the earnings call showed Rivian Automotive's determination to improve its overall fiscal health and expand its market presence, future success isn't fully guaranteed and would largely depend on the company's effective execution of its strategies. It is evident though, that Rivian is laying the groundwork for potential growth in the competitive electric vehicle market by targeting consumer trends, focusing on product development and striving for improved customer engagement. RIVN Company info: https://finance.yahoo.com/quote/RIVN/profile For more PSFK research : www.psfk.com This email has been published and shared for the purpose of business research and is not intended as investment advice.

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Used EV Pricing, Rivian's Pricing Adjustments, A Waymo on Fire

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Feb 12, 2024 12:38

It's Monday and now that the Superbowl is over, we can get back to the real game! Today we are talking about more shifting dynamics in both the new and used EV segments. We also talk about a rather fiery incident involving a Waymo vehicle in San Francisco. At the NADA Show we heard all types of conversations around EVs as the volatility of the entire segment is real. Let's talk about the used market first.With prices heavily influenced by fluctuations in new EV pricing, the used market has seen a sharp drop of around 30%. Despite a small market share, used EVs are becoming more accessible. Franchise dealerships sold around 180,000 used EVs in 2023, less than 1% of the market.Price adjustments in new EVs and government incentives are expected to further drive down used EV prices as well as the addition of affordable new EVs later this yearThe federal tax credit, under the Inflation Reduction Act, is offering up to $4,000 for EVs at least two model years old and under $25,000. With Hertz recent decision to liquidate one third of its EV fleet, a flood of eligible Tesla's have flooded the market.Now on to the new side: Rivian has reduced prices on its R1T pickup and R1S crossover base models by $3,100, aligning with federal tax incentives and introducing a new battery option to stimulate sales.The price adjustment reflects the broader challenge of slower EV market growth, with Rivian aiming to make its vehicles more accessible amidst competitive pricing pressures.Rivian's introduction of a "standard-plus" battery option offers an additional 45 miles of range at previous prices, highlighting the company's response to consumer demand for greater value and range."Like every electric vehicle producer with a U.S. presence, Rivian has to reconcile past expectations with current market realities," notes Karl Braueran, Executive Analyst at iSeeCars.Apparently a crowd in San Francisco found a use for a Waymo, driverless EV as it was set ablaze by a crowd using fireworks in San Francisco's Chinatown during Lunar New Year celebrations.The incident involved some smashing windows, with the car eventually engulfed in flames as someone threw a firework into the stopped vehicleWaymo reported no injuries as the car was not carrying passengers at the time, and the company is collaborating with local authorities to address the situation."This was a one-off event," stated a Waymo spokesperson, amidst concerns over increasing public hostility towards driverless cars, highlighted by recent accidents involving autonomous vehicles.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

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02/13/24: Little Italy's shrinking dining scene

Crain's Daily Gist

Play Episode Listen Later Feb 12, 2024 24:33

On an evolving Taylor Street, once Chicago's epicenter of Italian cuisine, restaurants are struggling. Crain's reporter Ally Marotti talks about the changing neighborhood with host Amy Guth.Plus: Part of Walgreens HQ poised for residential development, Deerfield reportedly set to ban warehouses and distribution facilities, Rivian cuts prices on base R1T and R1S models, and Lion Electric to get nearly $50 million in EV incentives — much more than expected.Crain's Daily Gist listeners can get 20% off a one-year Crain's Chicago Business digital subscription by visiting chicagobusiness.com/gist and using code “GIST” at checkout.

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Kia Recall, Polestar Discounts & Rivian Options

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Feb 10, 2024 20:24

Support the Show:PatreonAcast+Allison's CES Coverage:SKWheel WebsiteAllison's SKWheel ArticlePodfeet SKWheel VideoNews:Kia RecallPolestar slashes prices on the Polestar 2Geely Auto to bring Zeekr to MexicoRivian R1T and R1S get new battery configurationsLG Chem and GM sign $18.6 billion cathode agreementGM hires Tesla battery alumFormer Tesla alum runs Ford's new EV skunkworksIs Tesla going to start a round of layoffs?Support this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

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Tesla incentives, Cybertruck update, Rivian options, and more

Play Episode Listen Later Feb 9, 2024 66:46

On the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla bringing back some incentives, the first significant Cybertruck software update, new Rivian options, 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 brings back FSD and free Supercharging transfer despite what Elon said Tesla improves Cybertruck handling, charging, and more in new update Tesla appears to be preparing for a round of layoffs Tesla is controversially starting to advertise on Elon Musk's X Rivian adds Standard battery pack option for R1T and R1S, plus a new option for even more range Porsche upgrades the 2025 Taycan with more range, performance, and fast charging Elon Musk introduces his new right-wing fans to a carbon tax; goes as well as you'd expect 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/watch?v=F5KC8U6S5Pg

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Rivian Offers New Smaller Batteries! Pricing, Chemistry Info, & More w: RivianTrackr | Episode 256

Play Episode Listen Later Feb 8, 2024 22:32

Join Francie, Kyle and Jose AKA @riviantrackr as they discuss the breaking news from Rivian! They discuss the battery chemistry, R1T and R1S leasing options, updates in pricing and changes in battery pack availability, whether they think this is a good idea, and more! Jose's tweets: https://twitter.com/RivianTrackr/status/1755715828769595631https://twitter.com/RivianTrackr/status/1755720912031092865Rivian's website: https://rivian.com/Shoutout to our sponsors for more information find their links below:- Star Charge: https://www.starcharge.com/charging?id=20 - Kempower: https://kempower.com/america/charging-solutions/Find us on all of these places:YouTube: https://www.youtube.com/outofspecpodcastApple Podcasts: https://podcasts.apple.com/us/podcast/out-of-spec-podcast/id1576636119Spotify: https://open.spotify.com/show/0tKIQfKL9oaHc1DLOTWvbdAmazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCASTFor further inquiries please email podcast@outofspecstudios.com#rivian #evbattery #electricvehicle Hosted on Acast. See acast.com/privacy for more information.

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Rivian R2 Unveiling! Our Expectations & What We Plan To Film | Episode 255

Noticias de TecnologÃa Express

Play Episode Listen Later Feb 7, 2024 29:09

Join Francie, Kyle, and special guest @riviantrackr AKA Jose as they talk about the R2 Event - Rivian's Unveiling of the R2 platform. They discuss Rivian's history as an all electric vehicle brand, the R1T and R1S, what we hope to see with the new platform, what we know about the event to come, what Kyle hopes to film while there, and more. Rivian's Tweet: https://twitter.com/Rivian/status/1754505245072506915Reddit post: https://www.reddit.com/r/Rivian/comments/19e9m2m/rivian_r2_launch_planned_for_march_7/Rivian Forum's post: https://www.rivianforums.com/forum/threads/r2-product-launch-at-laguna-beach-on-march-7th.23588/Electrek's article: https://electrek.co/2024/02/05/rivian-r2-launch-event-officially-scheduled-for-march-7th-in-laguna-heres-what-to-expect/Shoutout to our sponsors for more information find their links below:- Star Charge: https://www.starcharge.com/charging?id=20 - Kempower: https://kempower.com/america/charging-solutions/Find us on all of these places:YouTube: https://www.youtube.com/outofspecpodcastApple Podcasts: https://podcasts.apple.com/us/podcast/out-of-spec-podcast/id1576636119Spotify: https://open.spotify.com/show/0tKIQfKL9oaHc1DLOTWvbdAmazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCASTFor further inquiries please email podcast@outofspecstudios.com#rivian #r1t #electricvehicle Hosted on Acast. See acast.com/privacy for more information.

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Cuando la Inteligencia Artificial “hace mal tu trabajo” - NTX 346

Play Episode Listen Later Jan 13, 2024 12:22

Recibe remesas con Nu, el narco revende internet en Michoacán y el spam creado por grandes modelos de lenguaje ataca en AmazonPuedes apoyar la realización de este programa con una suscripción. Más información por acáTemas:-El narco revende internet en Michoacán-Nu te permite recibir remesas de EEUU-Rabbit vende más de 20 mil R1s-Netflix incrementa sus suscriptores en planes con publidad-Amazon con descripciones de productos generadas por IAAnálisisCuando la IA "hace mal" tu trabajo Notas del episodio. Become a member at https://plus.acast.com/s/noticias-de-tecnologia-express. Hosted on Acast. See acast.com/privacy for more information.

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Rivian Stock Analysis December 2023

HyperChange

Play Episode Listen Later Dec 27, 2023 19:57

Rivian has successfully launched it's R1T, R1S and delivery van products, they are amazing. But financially, the company is in a difficult situation. Cash burn is still above $1B per quarter, and the company will need billions more to fund the R2 factory. Going forward it will be fascinating to see the company walk the tightrope between conserving cash, growth and the long march towards profitability. Especially right as the Cybertruck launches as competition. Let me know what you think of Rivian in the comments!!

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Episode 303 - Copen to America

Carbitrage

Play Episode Listen Later Nov 19, 2023 50:06

On this episode of the Carbitrage Podcast, we discuss the Dihatsu Copen getting a larger second generation design with RWD and possible US presence, the S2000 BMT rally and how amazing arkansas roads somehow ended up being, Toyota besting the new Z with a pickup truck just like 2005, Ramcharger's cool idea but poorly applied name, local news misinformation, Lucid's R1s competitor, the gravity, how to take photos of your car. Carbitrage Patreon: www.patreon.com/carbitrage Carbitrage Youtube: www.youtube.com/channel/UC2Top3relSWF9_MNYabwXlQ Carbitrage Soundcloud: https://soundcloud.com/erik-berger-115940933 Carbitrage Twitch https://www.twitch.tv/carbitrage

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Rivian Max Pack Falls Flat! A Missed Opportunity For This Battery

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Play Episode Listen Later Sep 29, 2023 21:53

Kyle and Skyler Williams from Rivian Stories discuss the Max Pack for Rivian R1T and R1S. They dive into the specs of the battery, trade opinions on the value add of the battery, compare the Max Pack to the other battery packs from Rivian, and share their recommendations for folks who are looking to buy a Rivian. Find us on all of these places:YouTube: https://www.youtube.com/outofspecpodcastApple Podcasts: https://podcasts.apple.com/us/podcast/out-of-spec-podcast/id1576636119Spotify: https://open.spotify.com/show/0tKIQfKL9oaHc1DLOTWvbdAmazon: https://music.amazon.com/podcasts/473692b9-05b9-41f9-9b38-9f86fbdabee7/OUT-OF-SPEC-PODCASTFor further inquiries please email podcast@outofspecstudios.com Hosted on Acast. See acast.com/privacy for more information.

Inside Rivian: A Conversation with CEO RJ Scaringe | Ep. 54

The Next Generation

Play Episode Listen Later Sep 28, 2023 28:10

In today's episode, Blake and Will travel to Normal, Illinois to sit down and have a conversation with Rivian's founder and CEO, RJ Scaringe, at Rivian's manufacturing plant. Rivian is an electric vehicle company that currently produces two consumer vehicles- an electric pickup truck (the R1T) and a seven-passenger electric SUV (the R1S). RJ has built Rivian from the ground up and has turned Rivian into one of the largest EV companies in the world with over 15,000 employees. In this episode, we discuss Rivian's origin, RJ's motivations, his visionary mindset, product philosophy, and so much more. Stay tuned until the end of the episode to see if we can stump him with some trivia! Enjoy. This conversation was recorded in July 2023. Click here to watch the video version of this podcast (with some extra scenes from our tour of the plant!)

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Arson and Tariffs

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Sep 18, 2023 20:41

Support the Show:PatreonAcast+Shuffle PlaylistToday's Show: EU investigates flood of cheap Chinese carsR1T and R1S ride improvementGM stand by your pricesBEV registrations in the USTesal Arson4680 Model Y Production PauseCybertruck Scratch Proof CoatingTesla disable DC fast charging for Model 3Single cast TeslaTesla factory tourSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

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Quick Charge Podcast: September 14, 2023

Play Episode Listen Later Sep 14, 2023 7:01

Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Tesla achieves breakthrough in single-piece car casting, report says Tesla might offer optional Cybertruck coating that is scratch-proof to everything but diamonds Tesla moves closer to launching ‘Tesla Electric' in Australia Rivian just improved R1T and R1S ride quality through a software update Toyota promises new EVs coming in 2026 with nearly 500 miles of range New petition calls for GM to stand by $30K Chevy Equinox EV starting price https://youtu.be/umQT4AaEXuk Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

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MINI Secures UK Future, New Model 3 Shipping To Europe and Rivian Updates | 11 Sep 2023

Play Episode Listen Later Sep 11, 2023 23:45

Good morning, good afternoon, and good evening wherever you are in the world, welcome to EV News Daily, your trusted source of EV information. It's Monday 11th September, Martyn Lee here and I go through every EV story so you don't have to. We go live at 5pm UK, that's Midday Eastern. Patreon supporters get the episodes as soon as they're ready and ad free. You can be like them by clicking here. BMW's £600M Boost for Oxford's Mini EV Production https://evne.ws/3r5ElNz Tesla's Model 3 Highland Gears Up for European Market https://evne.ws/3RgFTz1 Tesla Showcases Right-Hand 2024 Model 3 https://evne.ws/45CR6OB Tesla Hits 50,000 Superchargers Globally in Just Over 10 Years https://evne.ws/3RgFUmz Rivian Announces Major Updates for R1T and R1S in 2024 https://evne.ws/3PzoPTB Fisker Ocean Boosts Production and Speeds Up U.S. Deliveries https://evne.ws/3RgFVa7 Cadillac's 2024 Lyriq Gets OTA Performance Boost Option https://evne.ws/3PzoQH9 Hyundai and LGES Boost Investment in Georgia Battery Venture https://evne.ws/3PzoQXF Alpine Revives A310 as a Four-Seater Electric Sports Car https://evne.ws/45X4mNQ VW Introduces Rebates for Londoners Post-ULEZ Expansion https://evne.ws/467QLmK California Shifts EV Rebate Focus to Benefit Low-Income Drivers https://evne.ws/3PzoRLd Illinois Secures $2 Billion Gigafactory from Chinese Battery Manufacturer https://evne.ws/463gkW8 Nio's EC6 to Hit Roads Day After Launch https://evne.ws/45QFBmL 2023 EV Tax Credit: Key Details and Qualifications https://evne.ws/4687PJm

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Briefly | 11 Sep 2023

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 11, 2023 4:16

It's EV News Briefly for Monday 11th September. I'll be back as usual at 5pm UK time, that's Midday Eastern, for the full podcast. Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here. BMW's £600M Boost for Oxford's Mini EV Production https://evne.ws/3r5ElNz Tesla's Model 3 Highland Gears Up for European Market https://evne.ws/3RgFTz1 Tesla Showcases Right-Hand 2024 Model 3 https://evne.ws/45CR6OB Tesla Hits 50,000 Superchargers Globally in Just Over 10 Years https://evne.ws/3RgFUmz Rivian Announces Major Updates for R1T and R1S in 2024 https://evne.ws/3PzoPTB Fisker Ocean Boosts Production and Speeds Up U.S. Deliveries https://evne.ws/3RgFVa7 Cadillac's 2024 Lyriq Gets OTA Performance Boost Option https://evne.ws/3PzoQH9 Hyundai and LGES Boost Investment in Georgia Battery Venture https://evne.ws/3PzoQXF Alpine Revives A310 as a Four-Seater Electric Sports Car https://evne.ws/45X4mNQ VW Introduces Rebates for Londoners Post-ULEZ Expansion https://evne.ws/467QLmK California Shifts EV Rebate Focus to Benefit Low-Income Drivers https://evne.ws/3PzoRLd Illinois Secures $2 Billion Gigafactory from Chinese Battery Manufacturer https://evne.ws/463gkW8 Nio's EC6 to Hit Roads Day After Launch https://evne.ws/45QFBmL 2023 EV Tax Credit: Key Details and Qualifications https://evne.ws/4687PJm

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2023 Rivian R1S Road Test, 2024 Hyundai Santa Fe Reveal, & Chevy Silverado EV Work Truck

MotorWeek

Play Episode Listen Later Aug 24, 2023

In Podcast 306, Jessica Ray leads the MotorWeek crew in some lively discussion of some vehicles we've recently experienced! Greg gets us out the gate with Rivian's next model that we recently sampled, the R1S three-row SUV. Then Alex digs into the details of the recently revealed and very polarizing new 2024 Hyundai Santa Fe. Then we take a break to talk about some huge news in the EV charging world and a viewer has a question about a theory on powering electric vehicles. We finish up with Brian's experience driving an EV meant to get down and dirty, the Chevrolet Silverado EV Work Truck.

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Record Auto Loan Debt, Union Labor and Affordability, Rivians Burning Tires

Play Episode Listen Later Aug 14, 2023 15:26 Transcription Available

We're power sliding into Monday as we talk about some record auto loan dept numbers. We also contrast that against the ongoing labor contract discussions. And did you know Rivian's are burning through rubber at an alarming rate?A record $1.5 trillion in auto loan debt looms over the U.S., with over 100 million Americans having some sort of auto loan. Continuing factors like residual pandemic effects on supply chains, the Fed's increasing rates and other economic shifts have escalated car ownership costs, leading to increased concerns about lending practices and growing consumer dissatisfaction.In 2023, the average monthly loan payment for new vehicles increased to $725…up from $650 in 2022. Used monthly payments are also up 2-3% YoY to $516 According to a CNN article, new auto loan delinquencies are rising and reached 7.3% in Q2 up from 6.9% in Q1. Additionally, Moody's warns that new credit card and auto loan delinquencies will both continue “rising materially,” peaking in 2024 at between 9% and 10%, compared with 7% pre-Covid.Stellantis' ambitious goal to produce a $25,000 EV is colliding with the United Auto Workers union's demands for better wages and benefits. As industry experts weigh in on the feasibility of such a price point, tensions rise over balancing affordability, profitability, and worker compensation in the evolving EV market.Stellantis' CEO Carlos Tavares emphasizes the importance of a $25,000 EV for job protection and absorbing additional costs, while UAW President Shawn Fain counters, stating, "Stellantis' business model is broken, and until they fix it, they'll never hit that $25,000 target."Industry experts, like Doug Betts of J.D. Power, suggest that achieving a $25,000 EV might require significant cost reductions and minimalistic designs, similar to Tesla's interiorsStephanie Brinley from S&P Global Mobility and Sam Fiorani from AutoForecast Solutions believe that producing a profitable EV at this price point is a long-term goal, possibly a decade away, and that immediate profitability for legacy automakers is unrealistic.The Rivian RT1 and R1S pickups that have progressive styling and a lot of power are receiving rising complaints on many Rivian driver's forums about the rate at which they are burning through tires with some owners having to replace tires rated by the manufacturer for 50k miles, as early as 6000 milesThe excessive front tire wear is linked to Rivian's “Conserve” drive mode, which switches the vehicle to front-wheel drive and lowers the ride height to maximize range.The lowered ride height in Conserve mode results in toe-in and increased negative camber, leading to accelerated and uneven tire wear.Recommendations include adjusting alignment and regular tire rotations to mitigate wear.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

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Quick Charge Podcast: July 22, 2023

Play Episode Listen Later Jul 22, 2023 6:59

Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Tesla Cybertruck with new darker camouflage wrap spotted Tesla launches its electric vehicles in Malaysia BMW's first electric 5 series sedan, the i5, begins rolling off the assembly line Ford EV head says dealers having inventory isn't a bad thing Volvo is pushing back EX90 production, here's when we can expect the electric SUV Volvo's EV margins take a hit in Q2, but the EX30 is expected to change that Toyota is recalling over 12K electric bZ3 sedans in China for defective door handles Rivian adds cheaper dual-motor option to R1T, R1S configurator https://youtu.be/h9t4Dlx0rxw Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

Quick Charge Podcast: June 17, 2023

Play Episode Listen Later Jun 17, 2023 8:42

Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Tesla patents a new steer-by-wire system Tesla Semi recall suggests production is still slow Tesla has now installed over 500,000 Powerwalls Stellantis to enter affordable EV segment with sub-$27,000 model next year Rivian is prioritizing R1S production with robust demand into 2024 Volkswagen Group hits 1 million mark in MEB-based EV production milestone Nikola (NKLA) to wean down spending, cut staff to optimize zero-emission truck production Toyota secures $850M from Japan to fuel EV battery tech plans https://youtu.be/hZxTvdJcAhU Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

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Tesla Cybertruck wrap, steer-by-wire, Rivian news, and more

Play Episode Listen Later Jun 16, 2023 55:32

On the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss a Tesla Cybertruck prototype with camouflage wrap, Tesla's steer-by-wire patent, a few Rivian news, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel – except for this week, we are doing it on a Thursday due to a scheduling conflict. 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 to 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 Cybertruck spotted with camouflage starts rumors Tesla offers 3 months of free Superchargers on new Model 3 ahead of expected refresh Tesla patents a new steer-by-wire system Tesla has now installed over 500,000 Powerwalls Tesla confirms Powerwall-backed virtual power plants in Texas and Puerto Rico soon Tesla increases price of its home charging station with NACS Elon Musk updates Tesla Semi production Exclusive: Rivian to acquire ABRP (A Better Route Planner) Rivian is prioritizing R1S production with robust demand into 2024 GM stops replacing '20-22 Bolt recall batteries, offers diagnostics software instead Here's the live stream for today's episode starting at 4 p.m. ET (or the video after 5 p.m. ET): https://www.youtube.com/watch?v=Uv0sm10oFAY

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Tesla Cybertruck wrap, steer-by-wire, Rivian news, and more

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Play Episode Listen Later Jun 16, 2023 55:32

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Ep #87: Rivian Collision Program & Insurance with Frank Phillips

Body Bangin'

Play Episode Listen Later May 30, 2023 44:43

Frank Phillips, the collision repair program manager of Rivian and veteran of the collision industry, speaks with us about the Rivian vehicles and how their collision program works which is very impressive!They simplified the collision repair program with 4 levels and the support sounds awesome! One shop is not expected to do and be everything. What a concept!They do have some parts that are restricted to only certified shops.Rivian has 3 products: SUV (R1S), pick-up truck (R1T) and the Amazon Delivery Van (EDV) with 30k units on the road today.In 2023 Rivian anticipates they'll get out an additional 50k units on the road so be on the lookout!!!If you are in SoCal there is an experience center in Venice beach where you can check out the R1S & R1T!Rivian also provides insurance directly through their company and wants their shops to perform OE repair procedures so the vehicle is repaired properly. ;) Apply to be a certified Rivian collision repair facility: https://rivian.com/support/article/certified-collision-centersReach out to Frank Phillips directly: Frank's Email: fphillips@rivian.comRivian Website: https://rivian.com/Support the showFor more info on Micki's Marketing Services to help you grow your shop's revenue click here: https://collisioncentermarketing.comEmail Micki directly at micki@mickiwoodsmarketing.com Join the Body Bangin' Facebook Group!https://www.facebook.com/groups/989546031854134

Quick Charge Podcast: April 20, 2023

Waveform: The MKBHD Podcast

Play Episode Listen Later Apr 21, 2023 8:59

Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Tesla (TSLA) crashes despite strong earnings; is the credibility going away? Elon Musk says (again) Tesla might achieve ‘full autonomy' this year, but what does it even mean? Tesla finally brings its trip planner to its mobile app Rivian R1T and R1S now qualify for (some) of the EV tax credit What's next for Lordstown (RIDE) after NASDAQ stock delisting notice? Ford F-150 Lightning finally joins European market, beginning sales in EV-centric Norway Volvo Group electric truck deliveries soar 254% in the first quarter https://youtu.be/tIvzixMLTwU Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

Rivian CEO, RJ Scaringe, talks R1S and the Future of Rivian

Play Episode Listen Later Apr 7, 2023 48:41

This week we have an interview with RJ Scaringe, the CEO of Rivian! He stopped by the Studio to chat with Marques about the new R1S and the future of the company as a whole. They go over the adventure network, the quirky features of the R1S, and the upcoming R2 platform as well. As a bonus, this entire episode was recorded inside of an Rivian R1S. We hope you enjoy! Shop the merch: https://shop.mkbhd.com Twitters: Waveform: https://twitter.com/wvfrm Marques: https://twitter.com/mkbhd Andrew: https://twitter.com/andymanganelli David: https://twitter.com/DurvidImel Adam: https://twitter.com/adamlukas17 Ellis: https://twitter.com/EllisRovin Instagram: https://www.instagram.com/wvfrmpodcast/ TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Dealerships Up, Franchises down, Rivians Bricked, Human Models Replaced

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Mar 27, 2023 16:54

Welcome to another rousing week in Retail Auto. Today we review the annual Automotive News Dealer Census. We also talk about one Rivian owner who isn't so excited to be an early adopter, as well as a new AI implementation at Levi Strauss that has mixed enthusiasm. The latest Automotive News annual dealer census shows an increase in the number of franchised dealerships in the US for the first time in three years. The count rose to 18,271, marking a 0.4% increase from the previous year. The total number of franchises dropped by 54Ford lost 31 franchises and Lincoln dropped 54:Ford Motor Co said many multi-franchise Lincoln stores were dropped to focus on one brand. They had no comment on the drop in Ford storesGenesis dropped 36 franchisesOverall Domestic badged stores decreased by 66, while imports gained 12Notable that Polestar add 26Avg franchise sold 425 new-vehicles, an 8.8% declineOne Upstate NY resident waited 3 years for his Rivian R1S and then it promptly bricked in deep snow. Chase Merrill was driving on an unplowed road in the Adirondack Mountains when the R1S got stuck in a snowdrift. Attempting to rock the car out of the snow bank, he triggered a safety feature that got the car stuck between the park and drive gears and it completely powered downHe called Rivian service and ultimately had to pay $2100 to have it towed to the nearest service station hundreds of miles away in MALater he found out a simple reset would have solved the issue, but this wasn't presented as an option on the service callRivian executives have stated that the R1S did what it was programmed to do in a dangerous slide-away situation, but are brainstorming responses to improve the productAt first they only offered to pay for the repair work and not the tow bill, but, after Business Insider reached out, they offered to pay for the tow as wellAs ChatGPT and AI continue to dominate the culture conversation, one visual form of AI is making deeper roads into retail as clothing maker Levi Strauss is partnering with AI Amsterdam-based startup, LaLaLand.ai, that claims to create “hyper-realistic models of every body type, age, size and skin tone” to model clothing on its website.The company pioneered AI tech last year to show clothing on models of a shoppers particular sizeSome advocates celebrate the opportunity to show consumers someone who looks like them in the clothing, however, there is also concern for the authenticity brands seek to create as well as the careers of modelsGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

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Germany Hits 1 Million EVs, VW Factories In America and Range Anxiety Myths | 04 Mar 2023

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Play Episode Listen Later Mar 4, 2023 20:21

Tesla deploys first Supercharger V4: A huge upgrade for DC fast-charging stations Source: https://electrek.co/2023/03/03/tesla-deploying-first-supercharger-v4-huge/ EV Registrations in Germany Surpass One Million Mark Source: https://www.electrive.com/2023/03/03/ev-registrations-in-germany-surpass-one-million-mark/ Norway's Plugins Continue to Grow: Tesla Model Y Bestseller Source: https://cleantechnica.com/2023/03/03/norways-plugins-continue-to-grow-tesla-model-y-bestseller/ Electric Vehicles Grab Record 6.8% Share of Australia Market as Tesla Dominates Source: https://thedriven.io/2023/03/03/electric-vehicles-grab-record-6-8-pct-share-of-australia-market-as-tesla-rules-again/ Tesla Sells 74,402 China-made Electric Vehicles in February 2023 Source: https://www.reuters.com/business/autos-transportation/tesla-sold-74402-china-made-vehicles-february-2023-03-03/ BYD's New Energy Car Sales Soar by 119% in 2022 Source: https://www.asiafinancial.com/byd-new-energy-car-sales-up-119-from-2022-yicai Volkswagen plans for new factories in North America https://www.autonews.com/manufacturing/vw-unit-scout-motors-plant-be-built-south-carolina Rivian Announces 2023 R1S with Max Pack Battery and 390-Mile Range Source: https://www.edmunds.com/car-news/rivian-announces-r1s-with-390-mile-range-is-coming-this-fall.html Ford Plans to Triple Production of F-150 Lightning This Year Source: https://www.caranddriver.com/news/a43177610/ford-production-increase-f-150-lighting-mustang-mach-e-bronco-sport-maverick/ U.S. Transportation Secretary Highlights Importance of Electric Vehicle Manufacturing Jobs in Kentucky https://eu.courier-journal.com/story/news/2023/03/03/pete-buttigieg-visits-kentucky-ford-battery-plant-talks-ev/69965310007/ Mercedes begins building battery recycling factory in southern Germany Source: https://europe.autonews.com/automakers/mercedes-benz-launches-battery-recycling-catl-2-other-chinese-companies US EV Journeys Are Up https://www.greencarreports.com/news/1138934_us-ev-trip-lengths-are-way-up-nearly-equaling-gasoline-trips EV Range Anxiety Is A Myth https://arstechnica.com/cars/2023/03/why-its-time-to-officially-get-over-your-ev-range-anxiety/ PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL OCTOPUS ELECTRIC UNIVERSE - GLOBAL PUBLIC CHARGING MADE SIMPLE WITH ONE APP AND ONE MAP. LEASEPLAN ELECTRIC MOMENTS - PROVIDING ALL THE TOOLS AND GUIDANCE EV DRIVERS NEED

Briefly | 04 Mar 2023

Play Episode Listen Later Mar 4, 2023 4:16

It's EV News Briefly for Saturday 4th March. I'll be back as usual at 5pm UK time, that's Midday Eastern, for the full podcast. Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here. Tesla has started deploying its Supercharger V4, an upgrade to its DC fast-charging stations, with a station spotted under construction in the Netherlands featuring much larger stalls and potentially higher charge rates. The new Supercharger V4 also offers a longer cable, a crucial upgrade for accommodating non-Tesla electric vehicles that have different charge port locations. Germany's electric vehicle market share has risen to 15.7%, with over one million electric cars now registered. Despite a decline in new plug-in hybrid registrations, the number of electric cars on German roads increased by 63.8% compared to the previous year. Norway's plugin electric vehicle market continues to expand, with a 90.1% share of all new auto sales in February 2023, driven by the growth of full electric vehicles (BEVs) such as the Tesla Model Y. Electric vehicle sales reached a record high in Australia in February, with a 6.8% share of new car sales, according to data compiled by vFacts on behalf of the Federated Chamber of Automotive Industries. Tesla dominated the market, accounting for 60% of electric vehicle sales in the month. Tesla sold 74,402 China-made electric vehicles in February 2023, an increase from the previous year's 4,630 cars. The Model Y was the most popular vehicle, with 39,579 units sold, followed by the Model 3 with 33,120 units sold. Chinese automaker BYD has reported a 119% increase in sales of its new energy vehicles (NEVs) in 2022, selling a total of 589,577 units, due to its continued investment in R&D, partnerships with major tech companies and expansion into global markets. BYD's success in the NEV market is attributed to its commitment to sustainability and expansion into new markets, as demand for environmentally friendly vehicles continues to grow. Volkswagen Group has announced plans to build a $2 billion assembly plant in South Carolina to manufacture battery-electric pickups and SUVs for its nascent Scout Motors brand. The plant will bring an estimated 4,000 jobs and have an annual capacity of over 200,000. Rivian will release a new variant of its R1S electric SUV, the 2023 R1S with the Max Pack battery and dual-motor AWD powertrain, with an expected driving range of up to 390 miles and an acceleration time of 3.5 seconds from zero to 60 mph. The upcoming R1S will also be fitted with Rivian's new in-house-designed Enduro drive unit. Ford is set to triple the production of its electric F-150 Lightning this year, after fixing a battery issue that caused production to pause. US Transportation Secretary Pete Buttigieg visited the BlueOval SK Battery Park in Glendale, Kentucky, to highlight the importance of electric vehicle manufacturing jobs in the region. The battery park, a joint venture between Ford Motor and SK On, is expected to create 5,000 new jobs and will be the largest battery park in the world. Mercedes-Benz has launched a battery recycling program with two Chinese companies, CATL and GEM, to promote sustainable production and disposal of EV batteries. The program will be carried out in China, where CATL and GEM will recycle Mercedes-Benz EV batteries and extract raw materials such as cobalt, nickel, and lithium for reuse in new batteries. The companies aim to create a closed-loop system that will enable up to 95% of the raw materials from used batteries to be recovered and reused. According to a report by the International Council on Clean Transportation (ICCT), electric vehicles (EVs) in the United States are being driven farther per trip than ever before, nearly equaling the distance traveled by gasoline-powered vehicles. Range anxiety is a relic of the past and no longer relevant to today's EVs. Modern EVs offer ranges of 200-300 miles or more on a single charge, which is more than enough for the vast majority of daily driving needs.

1454: 03 May 2022 | Rivian Wins $1.5 Billion Incentives for New Mega Plant