Kyle Field, Matthew Klippenstein, and I (Zachary Shahan) talk about early Tesla Model S drive unit problems and the implications for future models and Tesla as a whole; Ford's big new $4.5 billion electric vehicle push, and a soon-to-be-unveiled plug-in hybrid electric SUV from Ford; and the cost advantage of solar power and wind power over coal, natural gas, oil, and nuclear power, as well as the ability to integrate renewables into the grid.