EVs Cut 13% US Oil Production, Signal Engine Extinction
In 2025, EVs displaced 1.8m barrels of oil every single day. That’s 13% of total US crude production just wiped out by electrons - while EV sales just smashed through 25% of the global market It’s an extinction event for the petrol engine and the toxic industry that fuels it https://t.co/mTRKxssjcL
Denza Z Hits 0‑100 Km/H Under 2 Seconds
Packing over 1,000 horsepower, BYD claims the Denza Z can accelerate from 0 to 100 km/h (0-62 mph) in less than 2 seconds. It also features BYD’s new Blade Battery and Flash Charging 2.0 system, enabling it to recharge in as...
Tesla Semis Set to Transform Trucking Spotlight
It’s hard to understate the level of attention Tesla Semis will bring to the trucking industry
Tech Sharing Won’t Boost Ford; Volvo’s Geely Tie‑up Failed
Volvo is owned by Geely and this hasn't helped them produce vehicles as competitive as China's best companies. Why would technology sharing work for Ford? The secret sauce seems unlikely to be in licensable tech IMO. What do you think @dunne_insights?
Tesla Glosses Cybercabs to Flag Steering‑wheel‑free Models
Tesla actually just made Cybercabs glossy so we could recognize which ones are without steering wheels
Planning Now Critical Before Scaling Production or Imports
“Having a plan before we go fast, either in local production or imports from China, is the most important moment,” Farley said during a media call. “We’re in that moment right now.” ⚡️⚡️⚡️ #alwaysbecharging 🚨🚨 #FORD #GEELY 🚨🚨 https://t.co/QxRsrAgDcs
Autonomous Truckers Pitch Self‑Driving as Highway Safety Solution
Nobody loves this talk about ELP enforcement, scam foreign truckers, and highway carnage more than the autonomous trucking companies Don’t be surprised to see them lean harder with their media partners into the messaging the autonomy is the only road...
Why People Still Choose Front Seats in Waymo
I still don’t get how people choose to sit in the front of a waymo
Tesla Semi-as-a-Service Launches Monthly OpEx Model
Tesla Semi-as-a-Service. It is now real, banking on Semi rollout. Alyath plans to unveil the Tesla SaaS campaign at ACT Expo, offering fleets access to the Tesla Semi through a fully bundled monthly OpEx model with no upfront capital. h/t @SERobinsonJr https://t.co/HoMR66aAqA
Tesla FSD Anticipates and Pulls over for Emergency Vehicles
Right after pulling over for one emergency vehicle going my direction, Tesla's FSD pulls over again for emergency vehicles coming from the other direction. And turning right in front of me. This feature seems to work relatively reliably and before...
Two‑Wheeled Electric Car Redefines Future Mobility
The Future Rolls on Two Wheels: SHANE Electric Car Concept by Shane Chen by @ningshensorei #Transport #EmergingTech #Technology #Innovation #Tech #TechForGood https://t.co/kk5gU6GfDF
Norway Leads, Yet Europe’s EV Adoption Soars
If you knew me, you'd know I'll come back to you with data instead. Norway is not an outlier in EV uptake, it's just first. Here are a few more from same Q1 2026: Denmark 80.0% BEV share Finland 46.9% Sweden 40.7% Belgium 34.7% Malta 32.4% Iceland 32.2% Netherlands...
Chinese Makers Target US with Giant Brutal SUVs
Chinese Cars Go American With ‘Brutish’ SUVs and Trucks—Big gets bigger at the Beijing auto show as Chinese and Western automakers look to restore profit margins @StephenWilmot @LandersWSJ https://t.co/4NRXnDaUeW https://t.co/4NRXnDaUeW
Determining EV Drivers' Needed Range and Ideal Battery Chemistry
How much range do EV drivers need and which battery chemistry will deliver it? . Read more and sign up to my newsletter here: https://t.co/eDFe92Uasy https://t.co/VsMvlqHWvJ
Aim for 10x‑100x Breakthroughs, Not Incremental Gains
We just had the ex-President of Tesla on MFM. This guy joined when Tesla was 4 employees, and left when it was 4,000. One of the things he told Shaan was that at Tesla, the goal was never "make it 20%...
Training Self-Driving AI Compresses Humanity’s Road Experience
There is something almost sacred about training a self-driving model. You take the chaos of human motion — the hesitation, the intuition, the tiny corrections, the unspoken knowledge of a billion drives — and you compress it into a neural network. A...
Why People Spread Outdated EV Myths About Norway
What motivates people to leave absolute nonsense comments like this? Trying to argue (without reference ofc) that no, Norway did not in fact see 98% of it's sales fully electric this year. And then parrot some decade old myths. Why?...
Tesla's Cybercab Reaches Production in 18 Months, Defying FSD Doubts
Tesla Cybercab: Unveiled 10/10/24 Start of Production: 4/22/26 18 months and 12 days from unveil to production. Remember when people doubted whether unsupervised FSD would exist by the time production started? https://t.co/OPtzlMnpy3
Fully-Paid FSD Cars Become Rare Arbitrage Opportunities
Cars with the FSD package paid in full are now rare magical unicorns. There may be an arbitrage play here
BMW Eyes 2028 Hydrogen Car Despite Cost, Infrastructure Hurdles
BMW targets 2028 hydrogen car launch, cites infrastructure and cost hurdles #energysky -- via pv magazine global: https://t.co/mkQpAq3CDj https://t.co/RLjyUWJtU2
Chinese Competition Doesn't Stifle EV Innovation for VW
Interesting indeed. But we dont disagree in any way, other, perhaps, than your assertion that Chinese competition is discouraging EV innovation elsewhere. Surely not true for players like VW. @LucaFornaro3
Solid‑state EV Batteries Promise 80% Charge in 7.5 Minutes
JUST IN: A Chinese company just recharged an EV from 0 to 80% in 7.5 minutes. Most people have no idea what this means. Greater Bay Technology just rolled its first all-solid-state EV battery cells off a production line. These cells hit 260-500...
Xpeng VLA 2.0 Outshines Tesla FSD in Test
"Drove Tesla FSD and Xpeng VLA 2.0 back to back - VLA was more impressive than expected" #alwaysberiding ⚡️⚡️⚡️ https://t.co/2sqso4zG1Q
Mobileye’s Q1 Shows EyeQ, SuperVision Surge
Mobileye’s Q1 2026 call is out—EyeQ shipments and SuperVision growth are the big stories this quarter. Industry shifts are real, but Mobileye’s staying in the fast lane. 🚗💨 SelfDriving
Tesla’s Autonomous Driving Impresses Beyond Stock Hype
First time letting the $tsla drive. Pretty impressive. There will be a time and place for the majority to use it. As of now. We have a new point of reference to use. The autonomous driving is special. Not the...
FAA Delays ORD Schedule Cuts to June 2
New: @FAANews pushes effective date of ORD schedule reductions to June 2 (It was previously effective May 17) https://t.co/JiQoGhv5Wg
West Must Match China’s Aggressive Electrotech Investment Drive
Daan Walter: "China is approaching electrotech the same way the US is approaching AI: relentlessly investing to win the market. If we in the West want to compete, we will need to do the same thing." #alwaysbecharging ⚡️⚡️⚡️ @JessePeltan https://t.co/nrn4f43w14
Chinese Export Share Soars as US Tariffs Shift Demand
China’s share of global car sales jumped from 4.5% to 11.4%, and global sales of electronics JUMPED from 20.7% to 26.1%. The scope and scale of Chinese exports is SURGING. Thanks to Trump's tariffs, the world is pivoting away from made in...
Tesla's Robotaxis Hit Roads Before First Roadster Shipped
It's kind of amazing that Tesla announced their autonomy efforts in 2019 and got driverless Robotaxis on the road before the first roadster shipped 😂
Tesla Should Grant Free FSD Transfer
Excited to hear more about Tesla's special sales incentive for AI3 cars that bought FSD I think they should get free FSD transfer, plus a discount on a new or used car with AI4 from Tesla
Tesla's 14.3.2 Self‑Drive Conquers Hollywood Hills
Tesla Self-Driving 14.3.2 navigated the Hollywood Hills flawlessly with just one tap on the screen https://t.co/GJiemkcgb5
Tokyo WG14 Advances Collision‑Mitigation Standards for Automated Driving
Last week, @isostandards TC204 WG14 drafting team met in Tokyo🇯🇵 to progress the upcoming standards on ADAS & Automated Driving. A key focus of our work is to strengthen the collision mitigation & avoidance standards, & adding clarity on remote...
Only 2% of Norway’s New Cars Aren’t Electric
2 out of every 100 new cars sold in Norway are not fully electric so far this year. It is done. https://t.co/PgMTJJs5Ui
Level‑5 Cars Arriving Soon, Unlocking Startup Goldmine
I predict we will have level 5 autonomous vehicles in the next couple of years. When that happens, it will provide yet another amazing platform for new startups.
2027 BMW 7 Series Swaps Driver Display for Panoramic Vision
I just drove the 2026 @BMW i7 m70 a couple months back, but there are big changes with new 2027 BMW 7 Series — like how it ditches the traditional driver's display for a pillar-to-pillar Panoramic Vision panel. 🥰 ...
Tesla AI Strategy and Q1 Highlights on BBC
Great to be on @BBCWorld with @BenThompsonTV discussing Tesla’s AI Path and the 1Q takeaways 🎯🍿🐂📺 @BBCBreaking @BBCNews https://t.co/mdJQBGacLU
Denmark Q1 2026: 80% of Car Sales Fully Electric
4 out of 5. Fully electric. Denmark's Q1 2026 car sales are in (via ACEA) and 80% of it was fully electric: 34,970 BEVs sold, +42.6% YoY, taking the BEV market share from 65.5% to 80.0% in a year. PS - https://t.co/RoEeKxVOgG...
Volkswagen Trims China Sales Goal to 3.2 Million by 2030
Volkswagen has sharply lowered its ambitions for China as competition intensifies. The top executive in China, Ralf Brandstaetter, said Volkswagen now expects to sell up to 3.2 million vehicles annually in China by 2030, down from a target of 4...
Tesla's AI Roadmap May Lead to SpaceX Merger
Great to be on @YahooFinance with @juleshyman discussing the step by step AI path for Tesla which could include a SpaceX merger in our view 🏆🐂🎯👇
Trusting Tesla FSD Risks Missing Critical Alerts
Balancing a certain amount of trust you need to give to Tesla's FSD when driving, against driver complacency is a tricky business when using any autonomous system. Here, I didn't hear or see the emergency vehicle before the car pulled itself...
Elon Outlines Responsibility Split for Terafab Components
Elon was asked which party will be responsible for each aspect of the Terafab: https://t.co/HDvNBPeAqL
Tesla's FSD Subscriptions Reach 1.28M, ~10% Fleet Penetration
FSD subscriptions at 1.28 million up from 1.1 million at the end of 2025. Is that low or high? How do we assess the take rate (10% of Tesla vehicles on roads noting jurisdictions that allow it). Have been in New...
Unbiased Tesla Earnings Call Transcript Cuts Through Media Spin
I'm so sick of legacy media spinning the Tesla stories just as they see fit to fool people. So we created this: https://t.co/ptXSOrCDOg The full earnings call transcript, zero bias, with actual table of contents & accurate (!) descriptions of who...
Fuel Price Shocks Accelerate Europe's Shift to EVs
Every fossil fuel shock drives Europeans toward EVs. Ukraine 2022. Iran 2026. Same pattern. When prices hurt, people look for the exit. https://t.co/VRFYzjBHSG https://t.co/78BnIebvjZ
Tesla's $2B xAI Stake Isn’t an Acquisition, Hardware Deal Separate
Avant Nivarti Grok: No, this isn't the xAI investment. Tesla's earlier $2B stake in xAI (announced Jan 2026) was for Series E preferred stock with a collaboration framework—not an acquisition of an "AI hardware company." The April 10-Q describes a separate, unnamed...
Tesla Becomes AI Stalwart; $600 Target for 2026
Tesla morphing into a physical AI stalwart during 2026 ..the path is here and it requires more CapEx. Overall good q with the autonomous and Optimus roadmap the focus in 2026 with production now on doorstep. Seeing around corners…Tesla is...
Tesla Q1 2026 Money Flow Visualized in Sankey Chart
Where did the money go? Here's the Q1 2026 Tesla income statement with the full flow explained in a Sankey chart: https://t.co/3pBpHEDf6z
Tesla to Spend $2B on AI Hardware Acquisition
Tesla has done some… M&A! From 10Q: In April 2026, the Company entered into an agreement to acquire an AI hardware company for up to $2.00 billion in Tesla common stock and equity awards, of which approximately $1.8 billion is subject to certain service...
European Car Sales Rise in March Thanks to EV Surge
JUST IN: European car sales rose in March, boosted by surging EV demand that offset drops in combustion engine vehicles.
Netherlands Boasts Extensive Heavy‑duty EV Charging Network
Does The Netherlands really have such a big network for heavy duty charging already?!⚡️⚡️⚡️ #NAL #alwaysbecharging 🚛 https://t.co/f1w2sfkWht