Uploaded January 2026 | Updated September 2026, 2 weeks ago

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0:00 Flu check + cold January small talk

0:40 David’s eye infection + antibiotics fatigue (mitochondria joke)

1:39 India Energy Week 2026: Modi + energy independence push

3:20 Coal growth vs progress: India/China electrification realities

4:28 US vs China: lawyers vs engineers (and why stuff moves slower)

6:14 India: $500B energy investment opportunities + partnerships

7:45 India electricity prices + reliability problem + baseload talk

9:03 Global energy poverty: 730M without power, 2B cooking fuels

10:12 Indian power companies, subsidies, and public listings (Nifty)

12:07 Energy Week in Goa + Portugal connection

13:12 India = 35% of global demand growth? Mike reacts

15:15 GM + Electrify America: charging access inside GM apps

17:10 EV market consolidation + Tesla competition in 2026

18:01 GM write-down, Wall Street reaction + hybrids winning

20:47 Service/repairs for EVs (Lucid example)

22:14 BYD international growth + India/SEA expansion + quotas

24:14 BYD + ExxonMobil deal + supply chain hedging talk

26:50 Tesla: robotaxis in Austin + Europe approval + Optimus hype

29:36 NEVI charging funds: judge restores program + DC fast charger debate

33:07 Tesla megachargers: heavy-duty truck charging expands

35:19 Aptera raises $9M: NASDAQ costs + “make some cars” rant

41:24 Scale vs boutique EVs: Longbow Motors example

43:16 Ford Energy: Lisa Drake + battery storage business launch

44:39 Hawaii: nuclear/geothermal resistance + Gen 4 context

47:26 Lucid investor day + Saudi backstop discussion

48:50 Nissan Ariya solar prototype: daily range from panels

51:07 0% financing deals roundup (Equinox, Mach-E, EV6/EV9, etc.)

51:38 Wrap-up + Friday electric boats tease