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Description:
This episode focuses on Lucid Group's 3rd Quarter 2024 Earnings Call with CEO Peter Rawlinson and interim CFO Gagan Dhingra. We examine a 91% year-over-year increase in vehicle deliveries and discuss the impact of a $1.75 billion capital infusion on the upcoming Lucid Gravity launch. Rawlinson emphasizes production efficiency improvements and outlines recent software updates for advanced driver assistance features. We also highlight the Lucid Air's five-star safety rating and look ahead to potential mid-sized vehicle offerings in late 2026, underscoring Lucid's commitment to innovation and customer satisfaction in the electric vehicle market.
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Description:
In this episode of Kilowatt, I explore the latest in electric vehicles (EVs), renewable energy, and autonomous driving. I thank our patrons, highlight Stellantis' struggles and their Peugeot E-3008 EV, and examine BYD's challenges entering Canada due to tariffs.
I discuss updates on the 2025 IONIQ 5 and Kia's new EV3, along with regulatory scrutiny of Tesla's Full Self-Driving features. Additionally, I share news on Cybertruck leasing options and commend Tesla and Mercedes-Benz for their human rights efforts in EV production.
The episode emphasizes the importance of ethical sourcing and the proposed 'battery passport' system for supply chain transparency, inviting listeners to reflect on sustainability in the automotive industry.
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Stellantis' STLA Medium Platform cross country driveBYD puts pause entering Canada2025 Hyundai Ioniq 5Update 2025 Hyundai Ioniq 5KIA EV 3 launches in EuropeNHTSA has an issue with Tesla's X postsCybertruck leaseAmnesty International recognizes Tesla and Mercedes-BenzSupport this show http://supporter.acast.com/kilowatt.
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In this episode, We examine Stellantis' Third Quarter 2024 earnings call, focusing on key insights regarding CEO Carlos Tavares' scrutiny and the company's North American market challenges. Newly appointed CFO Doug Osterman addresses strategic questions about integrating Leap Motors and reflects on the successful launches of the Citroën C3 and EC3, as well as the upcoming Dodge Charger Daytona and Wagoneer S. We discuss Stellantis' proactive approach to adapting to evolving emissions regulations. The episode also touches on the implications of the U.S.-Mexico-Canada trade agreement, highlighting the company's flexibility in navigating market uncertainties.
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Stallantis Q3 2024 Earnings CallSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode of Kilowatt, I explore the latest trends in the electric vehicle (EV) sector, renewable energy, and advancements in autonomous driving. I discuss an enticing offer for Costco members on the Polestar 3, alongside insights into Ford's challenges with the F-150 Lightning production amid fluctuating demand. This includes a hopeful update on Ford's new LFP battery production.
I also spotlight Zoox’s innovative plans for autonomous vehicles and examine the competitive landscape between Zoox and Tesla, including Musk's response to Zoox’s CTO. Additionally, I delve into Tesla's Project Rodeo, highlighting the risks test drivers face in developing self-driving technology. The episode concludes with Tesla's novel approach to car test drives, emphasizing a consumer-friendly experience. Listener feedback is encouraged as we navigate the evolving world of electric mobility and its implications for the future of transportation.
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Costco EV DiscountsGM's $1,000 Veterans Day DiscountPolestar delivers first Polestar 3Volvo and Polestar gain access to Supercharger NetworkFord pauses F-150 Lightning productionTesla's self-serve test drivesDaimler AG's $50 million dollar Tesla investmentZoox CTO shades Tesla's FSDTesla's internal FSD testersSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, I analyze General Motors' third quarter 2024 earnings call, focusing on its financial performance and strategic direction. I highlight shifts towards genuine fiscal metrics, GM’s advancements in autonomous driving through Cruise, and optimistic expectations for reducing EV losses. We discuss initiatives addressing range anxiety and production adjustments related to potential tariffs, while also navigating the political landscape's impact on operations. I reflect on GM’s commitment to improvement and conclude with insights from Mary Barra’s remarks on quality and profitability moving into 2025. Join me as we unpack key takeaways from this pivotal earnings call.
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Description:
In this episode of Kilowatt, I cover key developments in the electric vehicle sector, starting with Waymo's $5.6 billion funding to expand autonomous driving tests. I highlight Ford's $15,000 incentive for fleet operators buying the F-150 Lightning Pro, and discuss the upcoming Lucid Gravity SUV amid increased competition. Next, I address safety violations at Rivian's factory and Volkswagen's challenges with layoffs and competition from Chinese automakers. I also introduce Scout Motors, reviving the International Scout brand with a focus on efficient 800-volt architecture. Finally, I preview the next episode on General Motors' positive strides in the EV market.
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Waymo get's billions in fundingVW to shut factory in Brussels downVW set to start massive layoffsNIO launching a new Onvo branded SUV in 2025NIO Headed to the Middle East and North AfricaLucid Air GravityFord Gives F-150 Lightning Pro Discount to Fleets Operators Rivian's factory safety called into question Scout Motors Part 1Scout Motors Part 2Support this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, We analyze Tesla's Q3 2024 earnings call, focusing on record deliveries and key developments following the 10/10 Robotaxi event. The ambitious targets for the CyberCab service are scrutinized, as we question the sustainability of Tesla’s projections. Throughout, we highlight the balance in Tesla's leadership communication, cautioning against over-promising in the electric and autonomous vehicle
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Description:
In this episode of Kilowatt, I analyze Tesla's ambitious plans for autonomous vehicles following the controversial We, Robot event. I aim to fill the gaps left by the event's vague details, especially regarding the CyberCab and its wireless charging design. There’s a focus on how FSD operations, like Autopark, enhance the overall autonomous experience, contrasted with mixed feedback concerning Tesla's full self-driving technology claims. Discussions also address regulatory challenges and safety concerns surrounding these advancements.
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Tesla needs to deploy lobbyist's for CybercabTesla wants to flood the streets with CybercabFSD is more dangerous as it gets betterWe, Robot and movie ripoffsTesla sued by Blade Runner producersWere Optimus robots controlled by humans?Tesla's wire charging solution is 90% efficientWill Robovan fit in a Boring Tunnel?Inspiration behind RobovanTesla has a lot to prove on RobotaxiTesla's stock dipTesla FSD requires an intervention every 13 milesNHTSA and FSD Investigation 1NHTSA and FSD Investigation 2Support this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, I explore the recent wave of executive departures at Tesla, analyzing how these changes impact the company and the electric vehicle industry at large. I discuss notable exits, such as Drew Baglino, Rohan Patel, and Rebecca Tanucci, highlighting the speculation surrounding their departures and the intense work environment orchestrated by Elon Musk. I reflect on the promotion of key figures like Ashok Elluswamy and Omead Afshar, emphasizing the balance between loyalty and qualification within the corporate structure. Additionally, I shed light on the upcoming RoboTaxi event and its implications for both Tesla and regulatory challenges ahead. The episode encapsulates my gratitude for the listener community, featuring a personal anecdote from a recent lunch with a listener, and looks forward to navigating the deluge of information from Tesla's future earnings calls and industry developments.
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Milan Kovac is now VP of OptimusAshok Elluswamy Promoted to VP of AI SoftwareOmead Afshar Promoted to VP of OperationsDaniel Ho Leaves Tesla for WaymoDavid Zhang Moving OnTesla Execs Departing the CompanySupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode of Kilowatt, we discuss my experience upgrading to a Tesla-compatible garage door opener, revealing tips for troubleshooting tech issues. I discusses the new Lyten battery plant in Reno aimed at producing lithium-sulfur batteries. We also discuss NIO's plans for an ultra-affordable EV by December 2024 and the ID Buzz now available for configuration. We outline GM's Super Cruise ADAS, the upcoming Chevy Bolt family, and the Chevy Silverado EV's pricing and range. Finally we talk about GM discontinuing the Ultium platform in favor of program-specific batteries and a shift to cost-effective lithium-iron-phosphate technology.
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NIO's FireflyLithium-Sulfur Battery Factory in RenoID.Buzz ConfiguratorChevy Boly Refresh2026 Chevy BoltGM L3 Supercruise2025 Chevy Silverado EV Starts at $57,000GM Powerbank 1GM Powerbank 2GM Ultium Story 1GM Ultium Story 2GM Ultium Story 3GM Ultium Story 4Support this show http://supporter.acast.com/kilowatt.
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Description:
In this episode of Kilowatt, We talk about Rivian's new Georgia plant for their R2 and R3 models, expected by 2028. I highlight a 30.5% rise in global EV sales for September, driven by strong demand in China, and discuss a Nissan LEAF recall. We also cover attractive leasing options for the Fiat 500E and Subaru Solterra, and IOANNA's initiative to create a modern charging station in North Carolina. Additionally, I address labor relations at Tesla in Sweden and share my excitement for upcoming CES coverage.
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Rivian R2 and R3 will be built in Normal, IL (For Now)Rivian closer to restarting Georgia plantFiat and Subaru leasesLucid Air Pure leaseIONNA Rechargery 1IONNA Rechargery 2Nissan Leaf recallSeptembers Global EV SalesTesla can't force PostNord to deliver license platesIF Metall sues TeslaTesla labor issues in SwedenSwedish strike didn't impact Tesla's salesSupport this show http://supporter.acast.com/kilowatt.
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In this episode of Kilowatt, we delve into Tesla's much-anticipated We, Robot event, a gathering particularly focused on their latest offerings in the realm of autonomous vehicles, including the much-discussed Cyber Cab. I share my personal challenges leading up to this episode, highlighting the technical difficulties I encountered that caused considerable frustration—even leading to dreams about the event itself! Despite these issues, I aim to provide a comprehensive overview of Tesla's vision for the future of transport.
We kick off our discussion with the critical details surrounding the event itself, noting that Tesla has a history of starting late. However, this time the delay was attributed to a medical emergency in the audience. I share some interesting viewing statistics—approximately 108,000 viewers on YouTube and around 2 million on X. We then embark on a play-by-play of the event, starting with the introduction of Elon Musk by Tesla’s head designer, Franz von Holzhausen. Musk's dramatic entrance in a Cyber Cab adds to the excitement, setting the stage for what promises to be a significant announcement regarding unsupervised full self-driving capabilities.
Musk makes bold claims about the transformative potential of autonomous vehicles, underlining the inefficiencies of current car usage—averaging only about 10 hours per week. He presents autonomous vehicles as a means to significantly increase efficiency and reduce the costs associated with car ownership, including insurance and maintenance. The Cyber Cab, unlike traditional vehicles, bears no steering wheel or pedals, granting passengers an exhilarating ride experience and a taste of the future of mobility. I discuss the aesthetics and functionality of the Cyber Cab, which merges features of both the Model 3 and Cybertruck while emphasizing its lack of rear windows and distinctive butterfly doors.
As Musk touches on the broader implications of autonomous driving, he highlights the potential for cityscapes to shift dramatically. With fewer vehicles needing parking spaces, we delve into the fascinating prospect of converting parking lots into green spaces, creating a more pleasant urban environment. During the presentation, we also learn about the new Roboven design, which aims to serve high-density transport needs. I provide insights into this intriguing vehicle that functions as a cross between a mini-bus and a futuristic transport solution, reflecting Tesla's ambition to revolutionize public transit.
Musk's vision extends beyond vehicles, underscored by his introduction of the Optimus robot—a humanoid robot powered by the same technology that drives Tesla’s cars. He asserts that this robot will be capable of performing everyday tasks and may be available at a price point equivalent to that of a car. While I share excitement for the possibilities, I maintain a healthy skepticism about the timeline and feasibility of these advancements, noting that much of what was presented served more as a status update rather than groundbreaking news.
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Description:
In this episode of Kilowatt, we cover the latest in electric vehicles and renewable energy, starting with Ford's Q3 2024 sales, which show a minor decline despite strong model performances. Kia celebrates record sales for its EV9 and EV6, along with the launch of its first EV-only factory in South Korea. I discuss a proposed California bill for bidirectional charging and the European Commission's new tariffs on Chinese vehicles. In addition, there are updates on Tesla include Model Y availability in the UK and plans for a diner drive-in theater with superchargers in LA. I also explore advancements in battery technology with the new dry cathode 4680 cells and look forward to the upcoming RoboTaxi event.
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EU Tariffs on Chinese EVsCalifornia May Require Bi-Directional EV ChargingKia's September SalesKia's EV Only FactoryFord's EV SalesTesla 4680 Dry Cathode CellsTesla Diner UpdateRoboTaxi and McDonaldsTesla CIO Exits the CompanyModel Y Long Range RWD Lands in the UKTesla Discontinues Model 3 Standard RWDSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode of Kilowatt, We look at the Q3 2024 delivery numbers for EV manufacturers like Tesla, Rivian, NIO, and GM. We also cover Fisker Motors’ SEC scrutiny and delivery statistics, detailing NIO’s growth, Rivian's difficulties, and GM's successes with electric models.
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EVs lead in NorwayRivian's Supply Chain IssueFeds investigate FiskerRich Rebuilds a Fisker OceanHyundai and WaymoHyundai Ioniq 5 Sales in the USORNL Smart DrivingGM's Pretty Good QuarterNIO Onvo L60NIO Sales up 35%Volvo EX30Non-Tesla Supercharger Access$79,000 Cybertruck Ready to GoSupercharger Network PerformancePowerwall UpdateTesla Deliveries 1Tesla Deliveries 2How Many Cybertrucks Have Been DeliveredSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, we dive into Tesla's recent milestones, including the Model Y becoming Norway's best-selling EV and its progress toward dominating U.S. vehicle sales. We discuss the rollout of the latest version of Full Self-Driving version for the Cybertruck and labor dynamics at Giga Berlin, prompting a conversation on employee well-being.
The episode also covers the impact of natural disasters on EV battery integrity, Honda and Sony's AFEELA partnership, and Mazda’s new EZ-6 EV launch. We highlight affordability challenges in the EV market, with General Motors and Ford rolling out strategies to address consumer concerns. Overall, we emphasize the importance of consumer education and support in the evolving electric vehicle landscape.
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Model Y Passes Nissan Leaf in NorwayModel Y Close to Catching F-150 in USCybertruck Owners to Receive FSD SoonTesla AI Team Gets it Done in SeptemberTesla Germany Management Checks-InAFEELA to Adopt NACSMazda EZ-6 EV Goes on Sale in ChinaAffordable EVs 2025 Chevy Blazer EV2025 Chevy Equinox EV LTGM's EV Training TourFord's "Ford Power Promise"Support this show http://supporter.acast.com/kilowatt.
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Description:
In this episode of Kilowatt Podcast, the main discussion focuses on Fisker Ocean's recalls and the formation of a support network by owners. I also cover Lucid Motors' new hub in Detroit, Hertz’s sale of used 2023 Chevy Silverado EVs, and GM Cruise’s plans to restart self-driving tests.
Additionally, I address UAW concerns regarding Stellantis plants and introduce an online tool for finding EV tax credits. The Tesla segment highlights their upcoming Robotaxi event and recent findings on their full self-driving software, stressing caution. I conclude with a story about a teenager's driving test experience that underscores the need for improved driver education on new technologies.
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Fisker Owners AssociationFixing Fisker OceansMore Fisker Ocean Recall ConfusionLucid Opens Hub in DetroitHertz Selling Chevy Silverado EV Work TrucksUAW and Dealers aren't Happy with StellantisGM Cruise Starts Testing in Sunnyvale and Mountain ViewTesla RoboTaxi EventElectric For AllEV Incentive ArticleTesla Driver Earns Drivers License Then Gets DeniedAMCI Testing YouTube ChannelAMC Testing ArticleAMCI Testing WebsiteSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, I continue my discussion with Bart about his test drive of the Ford Explorer EV, exclusive to Europe. Bart considers it as a potential replacement for his Tesla Model 3 and explores options like the Polestar 3 and Volkswagen ID.7.
We discuss Bart's impressions of the Explorer's design, interior practicality, and Advanced Driver Assistance Systems, comparing them to Tesla's offerings. He enjoys the responsive driving experience, noting similarities in acceleration and handling to his Model 3, though he wishes for stronger regenerative braking.
We touch on space and cargo considerations, promising to revisit them with the upcoming Ford Capri EV, which Bart is excited about for its luxury and comfort. Listeners can expect further updates on Bart's car explorations and his insights on photography and tech.
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TwitterWebsiteLet's Talk AppleLet's Talk PhotographyProgramming by StealthSecurity Bits (NosillaCast)Links:
Ford Explorer EVFord Capri EVSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, I discuss the latest advancements in electric vehicles, renewable energy, and autonomous driving. We explore VinFast's pre-orders for the VF3 compact SUV, designed to be highly affordable at around $15,000. I also cover Ram's electric pickup truck, the Ram 1500 Rev, highlighting its fast charging and towing capabilities. The episode addresses the Fisker Ocean's recalls and their impact on the brand's reputation, along with Volkswagen halting ID.4 sales due to safety issues. We also look at Tesla's rollout of the Powerwall 3 and the awaited Cybertruck deliveries, while examining demand dynamics in the U.S. Finally, we touch on GM EVs joining the Tesla Supercharger network and Tesla's production successes in the battery sector, reinforcing their leadership in the EV market.
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Vinfast VF3 headed to Vietnam & PhilippinesRAM electric pickupRevamped NIO EL8Fisker Ocean recallNIO want to take over an Audi plantVW temporarily halts sales of the ID.4GM EV's access to the Supercharger NetworkGM NACS adapterCybertruck deliveries to start in Mexico and Canada soon4680 cell progressPowerwall 3 available in Western Australia Tesla end of the quarter dealsSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, I delve into key highlights from Morgan Stanley's 12th Annual Laguna Conference, featuring Peter Rawlinson, CEO and CTO of Lucid Motors. We discuss Lucid's advanced manufacturing facility and their strategy to scale production beyond 9,000 units, including the upcoming launch of the Gravity SUV to compete in the luxury market. Rawlinson highlights the financial support from the Saudi Public Investment Fund and emphasizes innovation in battery technology to lower costs. We also explore advancements in advanced driver-assistance systems, focusing on improving user experience and achieving a hands-free driving future.
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Description:
In this episode of Kilowatt, James recommends albertaev.ca, a resource for comparing the environmental impact and costs of electric versus traditional vehicles. I highlight NIO’s Envo L60, Geely's European manufacturing plans, and the legal challenges faced by former Nikola CEO Trevor Milton, stressing the need for transparency. Additionally, I discuss GM's partnerships for battery production and charging network expansion, along with California's Drive Clean Assist Program for low-income families. Updates on Tesla include financing options for the Model 3 and Model Y, their RoboTaxi event, and the Auto Park feature for the Cybertruck. I also address evolving industry perspectives on Tesla's self-driving claims. This episode is packed with crucial insights into the dynamic EV landscape and the transition to a cleaner future.
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Electric Vehicle Association of AlbertaCybertruck gets AutoparkTesla's FSD PromisesPull Through SuperchargersRoboTaxi Event$242 Million CARB Grants and LoansModel Y and 3 $0 Down and 2.49%NIO Onvo L60Geely EV Europe EV FactoryTrevor Milton Must Pay Nikola $167 MillionGM PartnershipsSupport this show http://supporter.acast.com/kilowatt.
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