In this episode, we cover several key developments in the EV and clean energy world. We start with a look at Tesla’s latest software updates and how they could change the driving experience for owners. Then we shift to the broader EV market, including updates from Ford and GM, and the challenges they’re facing with scaling production. There’s also discussion on EV incentives, policy shifts, and how consumer adoption trends are shaping the industry. We touch on the latest charging infrastructure news, exploring where progress is being made and where gaps still exist. Finally, we wrap up with a look at international developments in the clean energy transition and what they could mean for the future of transportation.

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• Rivian's Q2 2025 Earnings Call

Show Art Created By Dall-e

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Description:

In this episode of Kilowatt, we dive into Tesla’s latest moves and other industry updates. Tesla has officially launched the Cybertruck in South Korea, marking a bold step into a new market. We also explore a new Tesla tool that will allow owners to submit feature requests directly—demonstrating Tesla's commitment to user feedback. Recent IIHS data reveals that Teslas are among the least stolen vehicles in the U.S., which we unpack along with Tesla’s consideration of a major Model Y pricing change. Plus, we cover the extension of the EV tax credit deadline and take a look at 2025 mid-year EV and car sales across Europe. And finally, we wrap up with news of a new Tesla feature designed to reduce phantom battery drain.

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News Links:

• Tesla Launches Cybertruck in South Korea
• Teslas Are the Least Stolen Vehicles in the US, New IIHS Data Reveals
• Tesla Building Tool for Owners to Submit Feature Requests
• Tesla considers making a big move with Model Y pricing as demand is skyrocketing
• Trying To Buy An EV Before The Tax Credit Ends? You Just Got Some Extra Time
• 2025 (Half Year) Europe: Car and BEV Sales by European Country
• Tesla offers new feature to save battery and reduce phantom drain
• 2026 Kia Carnival Hybrid SX

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Episode Summary:

In this episode of Kilowatt, we analyze Lucid Group's Q2 2025 earnings call, featuring insights from interim CEO Mark Winterhoff and CFO Tawfiq Usaid. We explore key updates, including a remarkable 38% increase in vehicle deliveries year-over-year, alongside a notable partnership with Uber and Neuro to develop a next-gen premium robotaxi, highlighting Lucid's vision for the evolving electric vehicle landscape. 

Winterhoff discusses the company's strategic goals, focusing on manufacturing excellence and enhancing autonomous driving features amidst challenges like supply chain bottlenecks and tariff impacts on margins. The episode also examines marketing strategies and brand loyalty, particularly relating to new ambassadors, while revealing the financial pressures Lucid faces, including a concerning gross margin. As we reflect on Lucid's aspirations for a more affordable midsize vehicle, we consider the competitive landscape and Lucid's unwavering commitment to innovation in the electric vehicle market.

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News Links:

• Lucid Motors Q2 2025 Earnings Call

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Description:

In this episode, Bodie dives into the latest EV headlines with his usual humor and insight. He discusses California’s potential plan to replace the federal EV tax credit with a state-level alternative, NIO's continued global expansion, and the striking redesign of the 2026 Nissan Leaf. The Nikola Motors saga continues with High Road Energy scooping up the company's remaining hydrogen trucks at a steep discount. Tesla news includes the arrival of CyberCab production equipment at Giga Texas, the debut of the Model YL in China (and its uncertain U.S. future), and a $10,000 price bump for the Model S and X, bundled with the Luxe Package. Bodhi caps the episode with an impassioned and entertaining rant about the realities of autonomous vehicle adoption.

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Friends of the Show:

• True North EVs
• CNBC Slate Feature
• Lamarr Wilson

News Links:

• California Is Cooking Up A Way To Save The EV Tax Credit
• Tesla Model Y L is Official: Price, New Features and Comparison to Model Y
• Tesla Model Y L addresses one huge complaint from many owners
• Elon Musk says Tesla might never bring its new Model YL to US, and the reason is so stupid
• Nikola’s Orphaned Trucks Will Live On In California
• 2026 Nissan Leaf Price Revealed: America’s Cheapest EV
• More Tesla Cybercab equipment are arriving in Giga Texas
• NIO Enters 3 New Markets with Local Distribution Partners
• Tesla Introduces Luxe Package for Model S and Model X; Raises Price by $10k

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Episode Summary:

In this episode, I explore Ford Motor Company's Q2 2025 earnings call, focusing on their $50 billion revenue and the impact of tariffs on their financial strategies. I highlight Ford's leadership in electrified vehicle sales and discuss the balance between legacy and electric offerings. We also examine Ford's Model E initiatives and autonomy strategies, including Blue Cruise. I provide a concise overview of Ford's financial health and outlook as they navigate the evolving automotive landscape toward sustainability.

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News Links:

• Ford Q2 2025 Earnings Call – Official Source

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Episode Summary:

In this episode of Kilowatt, I discuss the latest in electric vehicles (EVs) and renewable energy, starting with Lucid Motors' teaser for a new off-road EV concept. I share the unfortunate closure of Sono Motors and their auction of components for DIY enthusiasts. I analyze the Sony-Honda collaboration on the Afila One, a premium EV entering pre-production despite concerns over its price. I also cover Ford's "Model T moment" and their Universal EV Platform, expressing disappointment in the unveiling while cautiously optimistic about its potential. Updates on the NEVI federal EV charger funding round out the show. In closing, I reflect on the shifting EV landscape and the importance of collaboration, technology, and government support in shaping the future of transportation.

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News Links:

• Lucid is about to reveal a 'bold' new EV concept this week
• This Solar EV Was Touted As A Revolution. It’s Now Being Sold For Under $1,000
• Sony and Honda’s First EV Enters Pre-Production in Ohio
• America's Federal EV Charger Funding Isn't Dead After All
• Ford’s $30,000 Electric Truck Will Change Everything
• Ford Model T

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Summary:

Tesla headlines this week: Model 3/Y recall over brake line corrosion, Semi production pushed to 2026, Dojo shut down for AI pivot, contractor payment issues, SF robo-taxi pilot, Autopilot legal woes, and mixed service reviews. Broader EV news coming next episode.

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News Links:

• Tesla owes small businesses millions in unpaid bills | CNN Politics
• Elon Musk confirms he killed Tesla Dojo | Electrek
• Tesla Semi mass production in 2026 | Teslarati
• Tesla FSD V14 gets tentative release date | Teslarati
• Elon confirms when Robotaxi is opening to the public: here’s when | Teslarati
• Tesla loses its head of service in North America | Electrek
• Elon Musk is stepping up for Tesla Service in a big way | Teslarati
• Tesla’s Dojo Isn’t Dead | Not a Tesla App
• Investigating the Tesla Robotaxi! | YouTube
• Tesla Bay Area autonomous fleet to grow | Teslarati
• The Tesla Autopilot lawsuit floodgates are open | Electrek
• Tesla gets sued for securities fraud | Electrek
• Tesla Shareholders Sue Over Autopilot & FSD | CleanTechnica
• Tesla issues voluntary recall in select Model 3/Y | Not a Tesla App

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Description:

In this episode, I share my firsthand experience with Grok, the AI chatbot now integrated into my vehicle. Initially skeptical, I've explored its features, including language learning assistance and personalized recommendations, while noting some execution shortcomings. The episode highlights my spontaneous interview with Grok, where we discuss important topics like privacy measures, Tesla's recent struggles, and the implications of AI ethics. Grok's insights into Tesla's reputation and potential strategies for regaining market trust prompt a discussion on the future of AI in our lives. Overall, I delve into the advantages and challenges of integrating AI technologies in everyday applications, especially within the automotive sector

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News Links

• Tesla
• xAI
• Grok

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To celebrate 9 years of Kilowatt, we’re going back to where it all started — Episode 1. In this re-release, we revisit Tesla’s Master Plan: Part Deux and the vision Elon Musk laid out back in 2016.

We’ll cover:

• The key points of Tesla’s second master plan
• How the Sparks Gigafactory fit into Tesla’s growth strategy
• Predictions from 2016 and how they’ve aged over the past 9 years

Whether you’ve been here since the beginning or just joined us recently, it’s a great look back at the foundation of Kilowatt’s EV coverage.

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Description:

In this episode, we celebrate the ninth anniversary of the Kilowatt podcast while reflecting on our 625th episode milestone. To mark the occasion, I'm re-releasing the inaugural episode alongside our latest news update, highlighting my journey in podcasting. We explore critical developments in the electric vehicle landscape, including the downfall of Lordstown Motors and its factory's transition to new ownership. We examine Rivian's lawsuit against Ohio's sales regulations and discuss GM's impressive claim of a world record for EV range amid Lucid's assertions. Additionally, we analyze Tesla's new partnership with LG for battery production and the ramifications of a recent court ruling requiring Tesla to pay damages for an autopilot-related crash. Throughout the discussion, I aim to provide a nuanced perspective on the EV industry's exciting advancements and ongoing challenges.

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News Links

• List of Tesla Autopilot crashes - Wikipedia
• Rivian is suing Ohio for a direct sales ban, and it lists Tesla as getting favoritism - Teslarati
• Former GM and Lordstown Motors Factory Being Sold Again, This Time By Foxconn - Autoblog
• Foxconn Is Selling The Lordstown Factory That Was Supposed To Make EVs - InsideEVs
• A Chevy Silverado EV Drove Over 1,000 Miles on a Single Charge - InsideEVs
• Tesla to Appeal Verdict Over Fatal Crash - Teslarati
• Tesla Signs $4.3B LG Battery Deal to Boost U.S. Supply - Autoblog
• Tesla Didn’t Maintain Autopilot Crash Records - Electrek

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