Episoder
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Description:
In this episode of Kilowatt, I kick off the discussion with Waymo's plans to expand its autonomous taxi service into Japan, followed by Michigan's first federally funded NEVI EV fast charger installation. I also cover Southern California Edison's addition of 280 Chevy Silverado EVs to its fleet, a recall on the Chevy Equinox EV for a pedestrian alert system issue, and Ford's $9.63 billion loan to enhance EV manufacturing. Additionally, I highlight Shaquille O'Neal's unique Lucid Air transformation, the Zeekr 7X electric SUV's upcoming European debut, and Factorial's groundbreaking solid-state battery technology. Lastly, I dive into Tesla's lithium refining operation progress and updates on its full self-driving software, alongside concerning reports about hardware 4 failures.
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Waymo Heads To JapanGM Recall Chevy Equinox EVZeekr 7X Heads To EuropeSoCal Edison Adds 280 Chevy Silverado EVs To The FleetShaquille O'Neil's Custom Lucid AirFord Gets a $9.63 Billion Loan For Blue Oval CityFord's EV Winter TipsFactorial's Solid State BatteryTesla's Texas Lithium RefineryTesla's AI/HW 4 IssuesTesla Rolls Out V.13 To All HW/AI 4 VehiclesMichigan's First NEVI Charger*Art by Dall-E
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Description:
In this episode of Kilowatt, I explore the latest developments in electric vehicles and renewable energy, while addressing the challenges faced by the industry. I discuss General Motors and LG Energy Solutions' renewed partnership aimed at advancing battery technology, including prismatic cells and alternative chemistries. We also dive into Lucid Motors' ambitions for technology licensing and the implications of their recent sales performance. The dire situation at Nikola Motors is highlighted, with significant layoffs and a drastic valuation drop raising concerns about its future viability. On a positive note, I share insights on how hybrids and EVs have successfully reduced vehicle emissions in 2023. In the Tesla segment, I speculate on the Cybertruck's adaptability for Asian markets and address potential setbacks with Tesla's new API pricing for developers. This episode captures the vibrant yet unpredictable landscape of the EV market, leaving us with hopeful reflections for the future.
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Canadian EV SpreadsheetTrue North EVsManitoba EV AssociationNews:
GM and LG Energy Solution PartnerCybertruck at BYD in ChinaCybertruck lands in ChinaTesla Head of Autopilot Hardware Engineering leave for ZooxNikola in troubleLucid CEO says Lucid is talking to other automakers EVs help drop vehicle emissions dropSupport this show http://supporter.acast.com/kilowatt.
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Manglende episoder?
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Canadian EV SpreadsheetTrue North EVsManitoba EV AssociationNews:
GM Cruise is deadEV battery prices are plummetingEV battery prices are downYou can buy a Hyundai on AmazonSAE working on Universal Plug and ChargeCostco and Electrify America rolling of DC Fast ChargersOver 90% of EV drivers would buy another EVBYD next-gen blade batteryStellantis and Zeta working on Lithium-Sulfur BatteriesSub $30k TeslaModel Q rumorsCybercab detailsReduced costs at the Supercharger California excludes TeslaElon fires back on CaliforniaSupport this show http://supporter.acast.com/kilowatt.
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Description:
Blah Blah Blah!
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Telo Trucks InterviewNosillacast w/ Pat DenglerSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode, we analyze Rivian's third quarter 2024 earnings call, featuring insights from CEO RJ Scaringe, CFO Claire McDonough, and COO Javier Varela. I discuss RJ's remarks on the Gen 2 vehicle ramp-up and the new tri-motor variant, which improves performance and reduces costs. Despite temporary supply chain issues, RJ provides an optimistic view of Rivian's material costs and efficiency gains. Claire summarizes key financial metrics, including vehicle production and losses, while we explore the upcoming R2 program and its market positioning. I critique Rivian’s technology integration and customer strategies in the competitive EV landscape. The conversation highlights evolving consumer expectations and RJ’s hopeful outlook as Rivian navigates present challenges and plans for future growth.
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Links:
Allison - https://www.podfeet.com/blog/
Steve - https://www.youtube.com/@UC2Vt-a7IXAKZH7EgvrTPpug
Sierra - https://www.linkedin.com/in/sierra-laduke
In this episode, we dive into our special Thanksgiving extravaganza for Kilowatt, the podcast exploring the realms of electric vehicles, renewable energy, and autonomous driving, among other fascinating topics. I am joined by my guests Allison Sheridan, Steve Sheridan, and Sierra LaDuke, and together we engage in a fun and competitive Jeopardy-like trivia game, where knowledge meets laughter. This episode marks our 49th annual Thanksgiving extravaganza, and while the stakes are low, the camaraderie and banter are at an all-time high.
Humor is a key player in this episode, evident in our discussions, where teasing each other becomes an entertaining dynamic. I encouraged a bit of playful trash talk, leading to some uproarious exchanges and an unexpected twist at the end of the game.
This Thanksgiving special is about laughter, competition, and the gratitude we hold for each other and our listeners.
Chapters:
00:00:00 Kilowatt 588
00:00:26 Thanksgiving Extravaganza
00:02:52 Trivia Game Rules
00:02:58 Game Time Begins
00:07:51 Contestant Introductions
00:11:12 Warm-Up Question
00:12:22 Game On!
00:27:21 Pop Culture Trivia
00:32:30 Animal Facts Round
00:41:07 Concession Speeches
00:49:20 Closing Thoughts and Thanks
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Description:
In this episode, I speak with Guy Mangiamele from AMCI Testing, an organization vital to independent automotive evaluations. We discuss their role in assessing autonomous driving, focusing on Tesla's full self-driving (FSD) system. Guy reveals that driver interventions were required every 11 miles in New York City and every 13 miles in Southern California, highlighting the need for ongoing supervision despite advancements. We also explore societal expectations of autonomy compared to technological realities. This conversation underscores the importance of independent testing in shaping automotive safety and transparency.
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Description:
In this episode, I chat with Allison Sheridan from the Nosillacast podcast about the U.S. Department of Energy's Alternative Fuels Data Center. We explore its extensive resources on electric vehicles, laws, incentives, and the significant 35% year over year increase in Level 3 charging stations. Allison highlights the complexities of infrastructure rollouts, as well as the data's potential to empower consumers in comparing EV specifications and incentives. We emphasize the importance of accessible information for both individuals and industry stakeholders, concluding with a discussion of Allison's projects in technology and community resources.
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Allison Sheridan - Podfeet.comBart Busschots - Lets-Talk.ieUS Department of Energy: Alternative Fuels Data CenterSupport this show http://supporter.acast.com/kilowatt.
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Description:
In this episode of Kilowatt, I share a humorous moment where I nearly overlooked recording the show. I discuss recent industry news, including Stellantis's earnings call and the Rivian-Volkswagen partnership, as well as Chevy's free nighttime charging initiative and Ford's financing offers for 2024 models. I analyze CATL's focus on sodium-ion technology and address EV safety concerns related to Tesla accident rates.
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Solid State Battery NewsNews:
Stellantis may change factories for 2nd LeapMotor vehicleChevy EV owners get free charging in Texas, kindaFord's EV discountsRivian and VW's Joint VentureCATL's grid and EV platform ambitionsCATL open to US battery factory in the USCATL's second gen Sodium-Ion battery cellsCATL's founder has words with ElonTesla improves Sentry Mode battery perforrmanceWhy are Tesla's involved in more fatal accidents Tesla's V4 Supercharger CabinetsSupport this show http://supporter.acast.com/kilowatt.
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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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Lucid Motors 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 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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Description:
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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GM's Q3 2024 Earnings CallSupport this show http://supporter.acast.com/kilowatt.
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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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Scout Motors Reveal VideoNews:
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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Tesla's Q3 2024 Earnings CallSupport this show http://supporter.acast.com/kilowatt.
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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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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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