Toyota's Walk Me Redefines Mobility with Legged Robotics
“Walk Me” by Toyota Redefines Mobility with Legged #Robotics by @interesting_aIl #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/ETNBH5bBIF
Waymo Allegedly Steals Passenger’s Luggage at Airport
San Jose passenger claims a Waymo drove off with his luggage at the airport https://t.co/cn6KsojBVR
Electric Trucks Finally Outpace Combustion and Hydrogen Rivals
I've been touting the inevitable win of electric trucks over combustion and hydrogen trucks for over 10 years now. Glad to see it's finally happening. https://t.co/CBpQFcwhwj
Tesla Feels Like a Supercomputer, Never Needing Gas
It’s hard to understand what the other 39% are thinking. Once you drive a Tesla, it’s like driving an all-seeing sensor with a super computer behind the scenes doing all the decision making, driving and navigation. Also, you never have...
Tow Drivers Likely Safe From Automation for Decades
Saw a Waymo on a tow truck yesterday. And realized these tow truck drivers may still have a job 20 years from now.
Robotaxis Log 10 Billion Miles, 29 Unsupervised Runs
10 billion miles… 29 unsupervised Robotaxis… Join me at my subscriber space in 2 hours to discuss everything that happened this week https://t.co/DhPl34AQu9
Add Phone-Call Scheduling to Robotaxi for Accessibility
Great idea below to let our disabled friends profit from the robotaxi app. @CreedRollsBy is a Tesla enthusiast who has many good ideas for people with disabilities. It would be great if @Tesla could reach out to him. @travisraxelrod
Foreign Automakers Race to Match China’s EV Surge
Shifting gears: how foreign giants aim to catch up in China’s EV era International carmakers launch tailored models and accelerate R&D as they scramble to match the speed and sophistication of domestic rivals https://t.co/fO88qXFkEy via @scmpnews
US Auto Industry Faces $5 B Supply‑Chain Shock
Supply chain hell for US auto firms. Detroit carmakers warn of $5bn commodities shock due to Iran war. Sector faces rising prices for supplies from aluminium to plastics and paint
Tandem Solar Could Extend EV Daily Range by 5 Km
Oxford PV says tandem solar could add up to 5 km to daily EV range #energysky -- via pv magazine global: https://t.co/GlT3EVyIWd

Norway’s Near‑Total EV Adoption Driven by Policy, Not Oil
Almost 100% of new cars sold in Norway last year were electric. Not just because of oil wealth. Because of carbon taxes, EV incentives, and thirty years of consistent policy. New newsletter: Norway: The World's Most Instructive Energy Paradox https://t.co/C28R4nPhww https://t.co/ob3Qw4x01u

Mexican Police Deploy
Meanwhile, in Mexico, police and local government are using SHARKs seemingly everywhere ⚡️⚡️⚡️ 🇲🇽🇲🇽🇲🇽 📍Chiapas #alwaysbecharging https://t.co/RjumBa0hYy

Diesel Soars to $7.50 as Tesla Semi Rolls Out
Two things happened almost simultaneously: - Diesel hit $7.50 per gallon - @Tesla Semi produced its first unit off its new high-volume production line in Sparks, Nevada on April 29, 2026. https://t.co/ZDUV34vxAz https://t.co/QpK0wp2y29

ZaiNar Sells Universal Geolocation Data to AI World‑model Firms
The Everything Bagel of geolocation 🥯 CEO Daniel Jacker said his technology can track any phone, car, drone or robot in almost any environment... He framed his company’s technology in cinematic terms: “We know where everything, everywhere, all at once...
Driverless Truck Completes First 230‑Mile Commercial Delivery
For the first time, a driverless commercial truck delivered freight, completing a 230-mile route from Houston to Dallas. https://t.co/DW9N98wW3D
Teenage SF Streets Feel Surreal in Driverless Ride
I drove these SF city streets as a teenager so it’s still pretty trippy to be driven around them in a driverless car 🤯 https://t.co/VWByQpIADx

Ethiopia Surpasses Europe: 60% New Cars Are Electric
In 2024, more than 60% of new cars sold in Ethiopia were fully electric. That’s not a typo. Ethiopia is one of the world’s least motorised countries. It now ranks alongside global EV leaders by share of new car sales. Ahead...
US Autonomous Trucks Surge as China Halts Autonomy
A new episode of #AutonomyMarkets is out. Watch or listen on your favorite podcast player. Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy @BotAutoAV $AUR https://t.co/m8nl7i1a4Q
Chinese Car Makers Accelerate Into South Africa’s Market
The "China Strength" isn’t just hitting South East Asia, 𝗶𝘁’𝘀 𝗮𝗹𝘀𝗼 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮’𝘀 𝗿𝗼𝗮𝗱𝘀 𝘁𝗼𝗼. Just as Chinese companies are scaling across Asia, brands like Chery, GWM, and BAIC are entering, growing, and investing in the South African...

Norway's Green Image Masks Massive Fossil Fuel Exports
Norway: close to 100% EV share. Near-zero carbon grid. Heat pumps everywhere. Also Norway: still exporting 2 million barrels of oil a day & gas exports have more than doubled since 2000. This chart shows the contradiction. Newsletter dropping soon 👇 https://t.co/nBMZPS4HTp...

Tata's EV Push and SUVs Fuel Market Surge
Tata’s surge is largely credited to its aggressive EV portfolio (which grew over 70% year-on-year this April) and its strong SUV lineup, which has allowed it to displace long-standing rivals.
US Auto Tariff Spike Threatens €30bn German Loss
US auto tariff shock hits Germany: IfW sees €15bn output hit now, €30bn longer-term as US raises auto tariff to 25%. Risk: export slowdown. Trade: reduce German auto equity exposure. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Tesla Sees Cars as Self‑driving Delivery Platforms
“We’re starting to view our vehicles as just a way to deliver self-driving” — Tesla
Online Car Ordering Eliminates Need for Dealerships
you’ll never want to back to a dealership again after you’ve experienced ordering a car online

Trump Threatens 25% Tariffs on EU Cars over Trade Dispute
Trump says he will hike tariffs on EU cars to 25% 🚨 The US president accused the EU of "not complying with our fully agreed to trade deal" in a post on Truth Social, but did not explain how? @champ_trader
Global Gas Shock Marks Turning Point for EV Adoption
Around the World, High Gas Prices Create "Hinge Moment" for EVs Energy economist Chris Bataille thinks the Iran War/global energy shock is the death knell for gas-powered cars. https://youtu.be/OYirvKvniRo
Exploring Waymo’s Growth and AI Philosophy with Sequoia
Loved joining the founder community at @Sequoia AI Ascent to discuss @Waymo’s growth, AI philosophy, and what comes next. Massive thanks to @Konstantine for the great discussion.
Uber's Robotaxi Gap Risks Falling Behind Waymo
Let's talk about $UBER because it's been on my mind alot recently... I'm assuming others are also debating these questions in their spare time 😏 Last weekend I took a Waymo and it was a wonderful experience so it's fair to...
China's Auto Subsidies Outpace US Tariffs on EU Cars
Neither the wolf nor the shepherd are friends to the sheep. PRC subsidies and vertical integrated auto companies are conquering the world (outside the US and Canada). US just hiked tariffs on EU light vehicles to 25%, up from...
Manufacturing, Not Chemistry, Drives Solid‑State Battery Disruption
“Solid-state batteries may disrupt lithium-ion more than markets price in. They use lithium-metal anodes and solid electrolytes, boosting energy density, safety, range, and charging speed. But success depends less on chemistry than new manufacturing...” @GraphCall Geoffrey's portfolio can be found...

FSD Repeatedly Misroutes at 101 Ramp Despite Correct Map
FSD (Supervised) v14.2.2.5 Navigation error and curious decision making two out of five days this week. This is a repeat occurrence of FSD turning right at a light, just before the junction for the ramp to the 101. The map on...

China's EV Shift to Premium Tests Battery Capacity
China's EV market is going premium - can batteries keep up? . Read more and sign up to my newsletter here: https://t.co/Fo25ebCCBE https://t.co/VuzpjXJ2ZQ
Cold Weather Slashes EV Range Up to 39%
"AAA has been testing exactly how big an effect temperatures have on modern EV batteries. In its latest research... it found that hot temperatures reduced range by an average of 8.5%. Cold weather cut vehicles' range by a whopping 39%."...
VW's 65 kWh EREV Crosses Continents From China to Wolfsburg
They (VW) actually drove one from China to Wolfsburg (!) #ERA This is not a BEV #EREV yet it has a 65kWh battery.... (yes that's bigger than many Euro BEVs, or Chinese for that matter) #alwaysbecharging https://t.co/XUFXO2NNYZ
Free Driverless Upgrade Makes $15k Tesla a Bargain
If Tesla actually upgrades every HW3 car that purchased FSD to driverless capability at no additional cost… even $15k suddenly looks like a pretty damn good deal.
Athos Silicon Shifts Strategy for Autonomous Driving Chip
Enjoyed my visit to Athos Silicon a short while back - thanks Charnjiv and François for explaining the change in strategy for your autonomous driving chip: https://t.co/RvcUKRnGF7
Rivian Hikes Georgia Plant Capacity by 50% to 300k
EVwire brief: Rivian is increasing planned production capacity at its Georgia plant to 300,000 vehicles annually, a 50% increase from its original 200,000-unit target. https://t.co/Tx7w8u8ohk

Tesla Hikes Denmark Charging Fees Amid Rising Competition
Sunniest week of the year so far.. What does Tesla do..? Raise charging prices in Denmark.. luckily there's competition :) #alwaysbecharging https://t.co/HxvH4lIqkf

UK EV Registrations Hit 2 Million, up 15%
2 million EVs are now registered across the UK, up 15% from last year. “With March 2026 seeing the highest demand ever recorded,” according to the Department for Transport. That’s around 5% of all cars in Britain, but I definitely...

XPENG Hits Denmark's Top‑10 Brand List
XPENG is a Top 10 brand in Denmark No, this is not the BEV Top 10 ⚡️⚡️⚡️ ALL personal registrations April 2026 (96%🤯) #alwaysbecharging 🇩🇰 https://t.co/kt8Jw37FB5
Tesla Autopilot Turns Long Drives Into Cruise‑Mode Relaxation
You know that feeling when you’re on a flight across the country, and you hit cruising altitude and just kick back and relax? That’s what taking long distance trips on Tesla Self-Driving feels like now. https://t.co/6zta5arnaA
Rivian Q&A Pivoted to Robotaxi, L4 Plans
Today's Rivian earnings call Q&A really shifted the narrative -- far fewer Qs re manuf / product. Today 8 of 12 analysts in Q&A asked about their robotaxi / L4 plans.
Robotaxis Could Render Car Rentals Obsolete
If Robotaxis are truly successful, Hertz will be out of business. No one will rent a car.
Seeking Waymo Weekly Vs. Tesla Total Driverless Ride
@grok can you help some people out and answer a question? How many paid driverless taxi rides has Waymo done per week, and how many Tesla driverless taxi rides have done ever?

Cyberattack Shows Connected Cars Can Be Rendered Inoperable
This March, A cyberattack on backend systems on a breathalyzer device prevented drivers across the U.S. from accessing their vehicles. A new problem is emerging in connected vehicles: Systems can fail and render perfectly functional vehicles useless. https://spectrum.ieee.org/connected-vehicle-risks

Tesla FSD Improves, Still Misidentifies Road Objects
Any traffic aware system is a benefit these days when you're creeping along in traffic like this. However, Tesla's FSD is still dodging things in the road it "thinks" are objects. Fortunately, it has stopped doing crazy stuff like hard...

Florida's Next Third‑Party Supercharger Highlights Local Endangered Species
Florida will see the next third-party Supercharger location open soon by Suncoast Charging: at The Hub at Lexington Oaks in Wesley Chapel, Florida. These Superchargers will again get wraps to showcase threatened animals or plants in the immediate area of the...
Scout Motors Ramps up $2B SC Plant with 700 Robots
Scout Motors advances $ 2B South Carolina plant with 700 robots, Supplier Park buildout. The plant will produce the Scout Traveler SUV and the Scout Terra pickup truck. Lucky for us, Scout shares a surprising amount of details: https://t.co/gT5Yp6tLal
GM Faces Potential $1 B Credit Impairment After EPA Repeal
One interesting note from @GM quarterly filing: "At March 31, 2026, the carrying amount of our acquired credits was $1.3 billion, of which up to $1 billion is subject to impairment in the near term upon enactment of the EPA's...
AI Accelerates Autonomous Vehicles Beyond Expert Expectations
AI is accelerating the rollout of autonomous vehicles. Advances in perception and decision-making are allowing systems like those from Waymo to handle increasingly complex, real-world scenarios. The progress is striking. Capabilities are emerging that even experts did not fully anticipate. https://t.co/BcGpWxPdtv @ft...