Uploaded March 2026 | Updated September 2026, 2 weeks ago

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0:00 Intro and Tesla Full Self-Driving scrutiny
1:57 Rivian R2 launch and Lucid investor day
4:21 Lucid, Nvidia, and autonomy ambitions
5:50 Elon Musk’s X Money and WeChat comparison
8:46 Global electric vehicle sales slump in January
13:17 China automakers, Ford sales, and market slowdown
15:06 Neo and Rivian stock discussion
18:16 Electric bikes, trails, and local rules
23:09 Rivian stock outlook and South by Southwest
24:15 Gas prices rising after Iran attack
30:56 Strait of Hormuz risks and oil shipping
35:02 Nuclear energy stocks and power demand
37:05 Uranium projects and nuclear buildout
41:34 Comma 4 and Open Pilot driver assistance
49:37 Aptera production claims and skepticism
55:48 2027 Chevrolet Bolt arrives at dealerships
59:06 Oil, war, and the history behind energy conflicts
1:02:02 World War history tangent and wrap-up