Patrick and Tim kick off the episode by discussing the biggest news of the year in the auto industry: tariffs. They dissect what Trump's 25% tax on imported cars and parts means for the road to electrification and software-defined vehicles. They also recap the winners and losers in the EV market in Q1, and break down why Tesla had its worst quarter in years. Then the guys highlight reporting from Reuters about how Toyota's hybrids are so popular that people are waiting months to buy one.

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