This week, Tim and guest host Suvrat break down Lucid’s entry into the robotaxi space. Uber agreed to invest $300 million into the EV startup and buy 20,000 of its Gravity SUVs. Then the guys recap a ton of battery news that dropped this week, including GM’s new LFP plant and why it matters.

Finally, Tim sits down with Stephanie Valdez Streaty, Director of Industry Insights at Cox Automotive, to unpack a rocky quarter for EV sales in the U.S. Tesla is way down, GM is way up, and everybody else is somewhere in the middle.

Further reading: Lucid teams up with Uber and Nuro for robotaxis, Panasonic opens a huge battery plant in Kansas, GM goes all-in on affordable LFP batteries, and GM and Redwood Materials sign a deal to reuse EV batteries.

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