Electrek.co is a premier news destination dedicated to chronicling the significant shift from fossil fuel-powered transportation to electric mobility and the expansive clean energy ecosystems that support it. As an integral part of the esteemed 9to5 network, Electrek.co leverages its affiliation with sister sites like 9to5mac.com, 9to5Google.com, and 9to5Toys.com to provide comprehensive coverage.
This distributor is recognized for its in-depth reporting on electric vehicles, including exclusive content such as "Electrek Podcast: Tesla Battery Tech, Model 3 Price, Mercedes-Benz EQC, and More," "Xpeng's Tesla FSD Self-Driving Competitor Unedited Test Drive," and "Tesla Cybertruck Live Test Ride." Their expertise extends to emerging players and innovative products, as evidenced by features like "First Look at Also (Rivian) Tmb Ebike Launch" and "Ford Mustang Mach-E First Drive by Electrek."
This distributor is recognized for its in-depth reporting on electric vehicles, including exclusive content such as "Electrek Podcast: Tesla Battery Tech, Model 3 Price, Mercedes-Benz EQC, and More," "Xpeng's Tesla FSD Self-Driving Competitor Unedited Test Drive," and "Tesla Cybertruck Live Test Ride." Their expertise extends to emerging players and innovative products, as evidenced by features like "First Look at Also (Rivian) Tmb Ebike Launch" and "Ford Mustang Mach-E First Drive by Electrek."
Electrek Podcast: Tesla Battery Tech, Model 3 Price, Mercedes-Benz EQC, and More
This episode of the Electrek Podcast delves into significant developments in EV technology and market news. A key focus is Tesla's potential advancements in battery technology, with expert Jeff Dahn expressing excitement over new chemistries promising double the energy density. The acquisition of...
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Podcast: Tesla Robotaxi Odds, Rivian R1 Quad, Hyundai Ioniq 9, and More
This episode of the Electrek Podcast delves into several key developments in the EV market. A significant point of discussion is Tesla's drastic ... moreprice cut for the Model Y in Canada, a move necessitated by tariffs and aimed at making the vehicle competitive again by potentially sourcing from the Berlin factory. The podcast also highlights an improvement in Tesla Semi efficiency, with real-world tests showing 1.55 kWh per mile, though concerns remain about its high sticker price. Elon Musk's claims about Tesla Robotaxi launch in California are met with skepticism, as regulatory filings show no applications have been made. The integration of Grok AI into Tesla vehicles is also covered, juxtaposed with Grok's controversial 'Hitler' comments. The Rivian R1 Quad is praised for its performance and the return of the 'kick turn' feature, though the lack of ceramic brakes and the high price point are noted. The Hyundai Ioniq 9 receives positive marks for its spacious interior and luxurious ride, but its small frunk is a drawback. The Hyundai Ioniq 6 N and the affordable Chinese NIO Onvo L90 are also briefly reviewed. less
Podcast: Trump/GOP Go After EV/Solar, Tesla, Ford, GM EV Sales, Electrek Formula Sun, and More
This podcast episode delves into significant developments in the EV and energy sectors, with a strong focus on Tesla. The hosts express concern over t... morehe "Big Beautiful Bill" potentially hindering EV adoption and renewable energy deployment in the US, citing the removal of tax credits and incentives. They analyze Tesla's Q2 delivery numbers, noting they met expectations but highlighting concerns about increasing inventory and year-over-year declines. The discussion also covers the potential for a smaller, stripped-down Model Y prototype to boost utilization rates, and the intense competition from Chinese automakers like Xpeng, whose G7 is presented as a compelling, lower-cost Model Y competitor. The launch of Tesla's Oasis Supercharger with solar and battery integration is praised as a positive step towards grid independence, though its profitability may be impacted by new legislation. Overall, the episode paints a mixed picture for Tesla, with challenges in the US market and strong competition abroad, while acknowledging ongoing innovation in charging infrastructure. less
Wheel-E Podcast: 65 Mph Onyx Moped, Lightweight Dahon E-Bikes, More
The Wheel-E podcast covers a range of electric two-wheelers, with a significant focus on the new ONYX RCR 80V electric moped. The reviewer highlights ... moreits increased power and speed, reaching up to 65 mph, a notable upgrade from its predecessor. However, the discussion delves deeply into the legal gray areas surrounding its registration, noting that while it comes limited to 20 mph, unlocking its full potential requires checking state-specific regulations for classification as a moped or motorcycle. The segment also touches upon ONYX's company resurgence after a period of closure, with the original founder back at the helm. Other topics include TQ's ultra-lightweight HPR40 motor for performance cyclists, the HappyRun G300 Pro as an affordable, pedal-equipped electric motorcycle alternative for off-road use, Aventon's over-the-air update adding a 'boost mode' to existing e-bikes, and Dahon's remarkably lightweight and affordable K Feather folding e-bike. The episode concludes with a look at Honda's new CUbE electric scooter, featuring swappable batteries for increased power and range. less
Xiaomi Yu7 First Drive: A $35,000 Electric SUV with Over 400 Miles of Real Range
The Xiaomi YU7 presents a compelling, albeit frustrating, package for potential buyers outside of China. The reviewer is highly impressed with its per... moreformance, advanced technology, and luxurious features, particularly noting the comfortable and feature-rich interior, including massaging and zero-gravity seats, which are standard even on base models. The vehicle's dual-motor AWD system delivers exhilarating acceleration, and the adaptive air suspension contributes to a driving experience that belies its SUV classification, feeling more like a sports car. The extensive customization options for driving modes and the user interface are highlighted as next-level. However, the reviewer expresses significant frustration that such an advanced and well-executed vehicle is not slated for North American release due to tariffs. The real-world range is estimated to be around 650 km (EPA equivalent) for the Max trim, which is still considered very impressive. The rapid charging capability, capable of adding significant range in just 12 minutes, is another standout feature. The primary drawback is its unavailability in Western markets, leaving reviewers and consumers alike wanting more. less
Wheel-E Podcast: New VanMoofs, Urban Arrow Cargo E-bike, More
This episode of the Wheel-E podcast covers a range of electric micro-mobility and beyond, with a significant focus on new e-bike releases. The discuss... moreion highlights the comeback of VanMoof with its S6 line, noting the updated features but also the lingering concerns about past servicing issues and the proprietary nature of the components. The Urban Arrow FamilyNext Pro cargo e-bike is presented as a practical, albeit expensive, alternative to a second car, capable of carrying multiple children. The Oh Wow Cycles Conductor Plus rickshaw tricycle is praised for its versatility in carrying both cargo and people, despite its hefty price and weight. The Alto electric moped is discussed as a vehicle designed to skirt e-bike regulations, offering higher speeds in an 'off-road' mode, raising questions about legality and user behavior. Honda's four-wheeled EV for bike lanes is introduced as a novel, large-scale delivery vehicle concept, with potential for fleet adoption. Finally, Zero Motorcycles' new, more affordable XE and XB models are seen as a significant move to compete in the Siron-like market, though questions remain about their origin and US street legality. The episode concludes with a look at increasingly affordable personal electric flying machines. less
Podcast: Tesla Robotaxi Launch, New Nissan Leaf, Ford Low Cost EVs, and More
The Electrek Podcast covers a range of EV news, with a significant portion dedicated to the new 2026 Nissan Leaf. The hosts express enthusiasm for the... more Leaf's transformation into a crossover, its adoption of NACS, and its modernized interior featuring a 14.3-inch display. While specific performance and range figures for the base S trim are TBD, higher trims like the S+ and SV+ are expected to offer between 259 and 303 miles of range. Pricing is anticipated to start in the low $30,000s. The discussion also touches upon Tesla's controversial Robotaxi launch, highlighting its limitations and perceived optics-driven nature compared to Waymo's more established service. Other topics include the Chevrolet Silverado EV's impressive range and pricing, Ford's ambitious low-cost EV platform development, and a significant recall affecting over 300,000 Mustang Mach-Es due to a faulty door latch. The episode concludes with a critical look at a suppressed Swiss study on the environmental benefits of switching from gasoline to electric cars. less
Podcast: New Tesla Model S/X, Robotaxi Is Sort Of Coming, Xiaomi Breaks EV Nurburgring Record, More
The Electrek Podcast discusses Tesla's recent midcycle refresh for the Model S and Model X, which the hosts deem underwhelming given the vehicles... more' declining sales. Key updates include new wheel designs, an interior RGB light strip, and a front bumper camera, with minimal impact on range (a slight increase for the Long Range Model S with specific wheels, but a decrease with larger options). The price has increased by $5,000 across the board. The hosts express skepticism about Tesla's Full Self-Driving progress and the upcoming Robotaxi launch, citing historical delays and a lack of significant improvement in consumer FSD. The discussion also covers Xiaomi's impressive Nürburgring record with the SU7 Ultra, Porsche's Cayenne EV prototype setting a hillclimb record, and upcoming pricing for Rivian and Kia models. The episode concludes with a look at Mercedes' ultra-luxury electric van concept and the return of the Subaru Brat as an EV. less
Podcast: Tesla in Musk/Trump Divorce, EU EV Sales, Hyundai’s New Electric Minivan, More
This podcast episode delves into the complex relationship between Elon Musk and Donald Trump, exploring the potential fallout for Tesla following thei... morer public "divorce." The hosts discuss Tesla's recent aggressive discounts on the Cybertruck, including a 0% APR financing offer tied to FSD, suggesting a degree of desperation to move inventory. They also highlight Tesla's admission of potential financial harm if its self-driving crash data becomes public, a move seen as an abuse of confidentiality clauses. European sales figures reveal a significant downturn for Tesla, with BYD surpassing them in the UK, indicating a broader demand collapse. The discussion touches on new electric vehicle offerings like the Hyundai Staria minivan and the Polestar 4, as well as the upcoming Nissan Leaf. Overall, the episode paints a picture of Tesla facing significant challenges, from political entanglements and declining sales to questions about its focus on autonomy over core vehicle business. less
Wheel-E Podcast: Sondors Returns, Trek Adds Throttles, More
This episode of the Wheel-E podcast covers several key developments in the micro-mobility space. A significant announcement is Trek's release of ... moreits first throttle-equipped e-bike, the FX Plus, marking a shift for the traditionally pedal-assist focused brand. While praised for its versatility and hybrid design, the throttle is limited to Class 2 mode (20 mph), with Class 3 (28 mph) disabling it. The discussion also delves into NYC's controversial new 15 mph speed limit for e-bikes, with hosts arguing it unfairly penalizes delivery riders and hinders the practicality of e-bikes as efficient urban transport, especially compared to the dangers posed by cars. A detailed review of the MeetOne Tour electric trike highlights its exceptional comfort, power (dual 750W motors), and stability, though its high price point ($3300) and considerable weight are noted drawbacks. The episode also includes a crucial PSA on identifying and registering e-bike frame numbers to prevent theft, and a cautionary tale about the re-emergence of the SONDORS e-bike company after bankruptcy, warning potential buyers about past delivery failures. Finally, the hosts debunk a viral story about Honda's 'first' electric motorcycle, clarifying it's a Wuyang-built, China-market-only model, not Honda's inaugural electric production bike. less
Podcast: New Tesla Model S/X, Robotaxi Service is Coming, New EV Price War, and More
This podcast episode delves into several critical developments in the EV market, with a significant focus on Tesla. The hosts discuss the "refres... moreh" of the Model S and X, noting that the visual and feature updates are extremely minor, bordering on imperceptible. They express concern that these mild changes, coupled with declining sales for these models, will not significantly boost their performance without substantial price cuts. The discussion also touches upon Tesla's robotaxi service, with the hosts expressing apprehension about its safety and readiness for public deployment, particularly the lack of extensive testing without safety drivers. The episode highlights Tesla's struggles in Canada due to import tariffs and brand damage, leading to a significant sales drop and inventory liquidation. Conversely, GM's rise to the top EV seller in Canada is noted. The ongoing price war in China, initiated by BYD, is also covered, with implications for Tesla's premium positioning. The hosts also touch on Elon Musk's shifting political stance and its potential impact on Tesla's relationship with the US government and its core customer base. less
Podcast: EV/Solar Killing Bill, Elon Lies About Tesla's Demand, Cheaper EVs, and More
This episode of the Electrek Podcast delves into critical news impacting the EV and renewable energy sectors. A significant portion is dedicated to a ... morenew US budget bill that threatens to eliminate EV tax credits and clean energy incentives, potentially harming Tesla and the broader market starting in 2026. The hosts express strong criticism of Elon Musk's recent statements regarding Tesla's demand, presenting data that contradicts his claims of strong sales globally, particularly in China and Europe. A concerning FSD crash is analyzed, highlighting scenarios where the system's limitations could endanger drivers even when they are attentive. The podcast also covers the highly anticipated Xiaomi SU7, presented as a credible 'Tesla killer' due to its competitive pricing, impressive range, and appealing design, posing a significant threat to the Model Y in China. Updates on the Chevrolet Silverado EV Trail Boss, Volkswagen ID.2, BYD Dolphin Surf, and Rivian R2 are also provided, underscoring the increasing competition and innovation in the EV market. less
Wheel-E Podcast: Velotric Nomax 2X, Meepo Flow Test, More
The Wheel-E podcast covers a diverse range of electric micro-mobility news. A significant portion is dedicated to the Velotric Nomad 2X, a new full-su... morespension fat tire e-bike. The reviewer highlights its robust build, powerful 750W nominal motor (1400W peak), and substantial torque (105 Nm), noting its 80lb weight and 4-inch fat tires contribute to a comfortable, albeit heavy, ride. The bike's full suspension, with 80mm rear and 120mm front travel, is praised for enhancing comfort. Key features like Apple Find My tracking and UL-listed, IPX7-rated batteries are also commended. While the 8-speed Acera drivetrain is considered adequate but not premium, the $2499 price point is deemed reasonable for a full-suspension e-bike. The reviewer expresses excitement for testing the Nomad 2X, anticipating it might be overbuilt for some users but appreciating the excess power. Other topics include a Yamaha-backed battery-swapping initiative for e-bikes, a surprisingly good $390 Mihogo Mini e-bike from China, the Meepo Flow electric skateboard, the closure of PodBike, and the upcoming Royal Enfield Flying Flea electric motorcycle. less
Podcast: EV Tax Credit Chopping Block, Tesla’s China Problem, Slate Interest, More
This episode of the Electrek Podcast delves into critical issues facing the EV market, with a significant focus on Tesla. The hosts discuss the potent... moreial demise of the US EV tax credit, highlighting its extension through 2025 and its benefit to startups like Rivian and Lucid. A major concern raised is Tesla's declining sales in China, with April's numbers showing a worrying year-over-year drop, prompting questions about demand. The upcoming robotaxi launch in Austin is also scrutinized, with skepticism about its true autonomy and the reliance on teleoperation, further fueled by analyst Adam Jonas's comments. The podcast touches upon internal dissent within Tesla, referencing an employee letter critical of Elon Musk's leadership and confirming a demand problem. Finally, updates on the Toyota BZ4X (now BZ), BYD's affordable e7, GM's battery advancements, and delays in the Ram electric pickup are covered, painting a complex picture of the evolving EV landscape. less
Podcast: Tesla Model Y RWD, Cybertruck Bait-and-Switch, Rivian Earnings, More
This podcast episode delves into several key developments in the EV market, with a significant focus on Tesla. The introduction of the Model Y Long Ra... morenge Rear-Wheel Drive in the US is discussed as a strategic move to address demand issues, offering a more affordable option with slightly less range and acceleration than the AWD variant. The review highlights two major "bait-and-switch" controversies surrounding the Cybertruck: the removal of the standard Autosteer feature from base autopilot, with Tesla offering a year of FSD trial as compensation, and the official cancellation of the promised range extender, with deposits being refunded. The hosts express disappointment with Tesla's handling of these issues and criticize the Tesla community's tendency to excuse such practices. Other topics include Rivian's Q1 earnings showing improved gross profits, the potential impact of the GOP's plan to eliminate EV tax credits, and new EV offerings from Jeep and Toyota. The discussion also touches on Mazda's adoption of the NACS connector in Japan and Waymo's significant fleet expansion. less
Wheel-E Podcast: Lectric XP4, New RadRunners, Tariff Troubles, More
The Wheel-E podcast dives deep into the latest e-bike news, with a significant focus on the new Lectric XP4. The hosts praise the XP4 for its exceptio... morenal value, maintaining the $999 price point while introducing substantial upgrades like a new M24 stealth motor, improved tires, a high-resolution TFT display, and a true torque sensor. While acknowledging minor drawbacks such as the relocated thumb throttle and the new charging plug, they highlight the bike's improved components and redesigned frame as major wins. The discussion also covers the new RadRunner models, noting their advanced features like integrated radar and Apple Find My, but criticizes their significantly higher price point compared to the Lectric XP4. The podcast touches upon the struggles of the California e-bike voucher program, the unfortunate shutdown of high-power e-bike brand Eelss due to tariffs, and the fascinating story of Lectric's acquisition of Juiced Bikes, emphasizing Lectric's commitment to customer satisfaction. Finally, the impact of tariffs on American e-bike and e-moped companies like Spark Cycles and Zero Motorcycles is explored, highlighting the challenges faced by domestic manufacturers. less
Podcast: Elon is Still CEO of Tesla, BYD EV Sales Surges While Tesla’s Collapse, More
This podcast episode delves into significant developments surrounding Tesla and its CEO, Elon Musk. The discussion highlights a Wall Street Journal re... moreport alleging the Tesla board explored replacing Musk, though the board and Musk have denied this. The hosts express skepticism about Tesla's official denial, citing the company's history of misleading statements and board member Robyn Denholm's substantial stock sales concurrent with the report. The episode also scrutinizes Tesla's declining sales in Europe and significant price hikes in Canada, predicting a demand collapse. On a positive note, the Powerwall 3 is noted for its disruption in the solar inverter market, making Tesla a leading quoted battery and inverter brand. Other topics include the Tesla Semi's charging network plans, a Waymo-Toyota partnership targeting Tesla's autonomous driving ambitions, BYD's surging EV sales, and the impressive, affordably priced Chinese EVs like the Lynk & Co 900 PHEV. less
Podcast: Shanghai Auto Show, Tesla Earnings, Slate Cheap EV Pickup Unveiled, More
This podcast episode delves into the vibrant Shanghai Auto Show, highlighting the impressive array of Chinese EVs and the challenges facing Western ma... morenufacturers in that market. The hosts express astonishment at the speed, design, and affordability of Chinese electric vehicles, noting that many could succeed in the US if not for current trade barriers. The discussion then shifts to Tesla's disappointing Q1 2025 earnings, with a critical analysis of the company's financial performance and Elon Musk's ambitious, yet often unfulfilled, promises regarding autonomous driving. The episode also covers the intriguing launch of the Slate pickup, a customizable and affordable EV targeting under $20,000, and the surprisingly high repair costs associated with the Tesla Cybertruck. Overall, the podcast provides a comprehensive overview of key developments in the EV space, with a strong emphasis on the growing dominance of Chinese manufacturers and Tesla's current struggles. less
Wheel-E Podcast: Tenways Cargo E-bike, Lime Mopeds, EUCs, More
This episode of the Wheel-E podcast covers a diverse range of electric micro-mobility news. A key highlight is the Tenways Cargo One, a front-loading ... morecargo e-bike entering the US market at a more accessible price point ($5,500) compared to competitors like Urban Arrow, featuring a mid-drive motor and 800L of storage, suitable for families. Lime is expanding its fleet with new e-bikes and 'Glider' mopeds, notable for their shared battery system and the inclusion of throttles in US models for broader appeal. The podcast also touches on a Priority Bikes 'Current Plus' achieving an impressive 92 miles in a real-world range test, exceeding its rated range. Discussions also cover California's renewed e-bike voucher program, the massive scale of Yadea's EV production in China, a proposed California law for 'emotos' (Sur-Ron style vehicles), and the launch of the InMotion V9 electric unicycle with air suspension. The hosts express enthusiasm for the growing accessibility and innovation in the e-bike and micro-mobility sectors. less
Tesla Q1 2025 Earnings Transcript Fact Check and Reaction Stream
This live stream fact-checks Tesla's Q1 2025 earnings call, focusing on Elon Musk's statements regarding his government work, the company... more39;s financial performance, and future product roadmaps. The reviewer is highly critical of Musk's claims about government efficiency savings and his deflection of criticism, noting a significant reduction in projected savings. Financially, the review highlights that Tesla's core automotive and energy businesses are struggling, with profits largely propped up by regulatory credits. The reviewer expresses skepticism about Tesla's ambitious timelines for autonomous driving (robo-taxis) and the Optimus robot, pointing out a lack of demonstrated autonomy and a history of missed deadlines. While acknowledging the potential of the energy storage business, concerns are raised about reliance on Chinese battery cells and increasing tariffs. The review concludes that while Tesla's mission of 'sustainable abundance' is appealing, the company's current strategy and Musk's leadership are questionable, with the stock's performance seemingly driven by belief in Musk's unproven future promises rather than current fundamentals. less
Podcast: How Elon Musk Killed Tesla Model 2, Global EV Sales Surge, and Chinese EVs Keep Killing It
This podcast episode delves into significant shifts and challenges within the EV market, particularly focusing on Tesla. A major point of discussion i... mores Elon Musk's decision to reportedly kill the $25,000 'Model 2' (NV91/NV92) in favor of prioritizing the Robotaxi, a move that has led to the departure of key executives. The review highlights the internal debate, with some executives presenting data suggesting the Robotaxi program might be financially risky and cannibalize existing sales, while Musk remained resolute. The episode also addresses Tesla's declining used car values, which are underperforming the broader market, attributed to brand degradation and high inventory. The Cybertruck is described as a "flop," with significant discounts and production cuts due to drastically lower-than-projected demand. On a positive note, global EV sales are surging, up 29% in Q1 2024, driven heavily by China, which continues to dominate with impressive offerings like the ZEEKR 007 GT, praised for its range, features, and aggressive pricing. Other segments covered include a new US facility for British EV retrofitter RBW EV Cars and Archer's eVTOL air taxi network expansion in NYC. less
Lucid Gravity Grand Touring - First Drive!
The Lucid Gravity Grand Touring presents a compelling package, impressing with its driving dynamics, raw power, and remarkable efficiency, achieving a... moren estimated 450 miles of range in its most efficient configuration. The reviewer highlights the spacious and comfortable interior, capable of seating seven adults, and the significant cargo capacity, further enhanced by practical features like 90-degree opening doors. Material innovation, including sustainable options and a focus on design inspired by mid-century modern furniture, is also a strong point. However, the reviewer notes that the Gravity's exterior design, while elegant, leans more towards a crossover than a traditional SUV, which might be a hurdle for some buyers accustomed to more imposing designs. The steering wheel's visibility advantage is questioned in practical use, and the thick A-pillars slightly impede visibility. Despite these minor points, the overall verdict is overwhelmingly positive, praising Lucid's commitment to efficiency and utility in a well-appointed and fun-to-drive vehicle. less
Podcast: New Tesla Cybertruck, Tariff Mayhem, Lucid Buys Nikola, and More
The Electrek Podcast discusses the newly launched rear-wheel-drive Tesla Cybertruck, which is now positioned as the 'Long Range' model. The ... morereviewer expresses significant disappointment, labeling it a "complete flop." While the range has increased to 350 miles, the price has also risen to $70,000, only $10,000 less than the dual-motor AWD version. Crucially, this RWD model omits several key features previously expected, including the motorized tonneau cover, adaptive suspension, and rear bed outlets. The reviewer argues that for a $10,000 saving, buyers lose features worth significantly more, making the dual-motor version a much more attractive proposition. The removal of the range extender option and the high price point for the reduced feature set lead to the conclusion that this variant is unlikely to be a volume seller and may be intended to make the higher trims appear more appealing. less
Wheel-E Podcast: China Tariffs Killing E-bikes, USB-C E-bike Charging, More
This episode of Wheel-E podcast delves into the significant impact of US tariffs on e-bike pricing, with potential increases of up to 170% on Chinese ... moreimports creating market uncertainty. The hosts discuss how this instability affects manufacturers and consumers alike, with many companies scrambling to adapt. The review also highlights the launch of the Ride1Up Vorsa, an "SUV ebike" praised for its versatility, powerful performance, and integrated Apple Find My, all at a competitive $1,595 price point. A notable development is Ampler's introduction of the first USB-C chargeable e-bikes, a move lauded for its convenience and standardization potential. The discussion touches on a Specialized e-bike recall due to clothing entanglement issues and the surprising revival of the Juiced Bikes brand under new ownership, aiming to restore its performance-oriented reputation. Finally, the segment explores niche products like the compact JackRabbit XG Pro for extreme portability and the futuristic WalkCar 2, a laptop-sized device for personal transport. less
Podcast: Tesla’s Disastrous Deliveries, More Trump Tariffs, EV Delivery Numbers, and More
This episode of the Electrek Podcast dives deep into the volatile world of EV news, with a particular focus on Tesla's recent delivery struggles ... moreand the broader implications of new tariffs. The hosts express significant concern over Tesla's Q1 delivery numbers, which fell far short of expectations, attributing it to a combination of Model Y production changes and declining sales in key markets like the US. They also highlight the increasing price and delays surrounding the Tesla Semi, questioning its revolutionary economic viability at current projected costs. The discussion on tariffs, particularly those proposed by Trump, is framed as a potentially damaging and nonsensical policy that could isolate the US market and negatively impact the EV industry. While acknowledging other automakers' progress, the overarching sentiment is one of caution and concern for Tesla's core business, contrasting it with Elon Musk's focus on future technologies like FSD and Optimus. less