Uploaded March 2026 | Updated September 2026, 2 weeks ago
0:15 – Welcome back + David & Bill catch up
0:28 – Hair / “I only cut my hair in election years”
1:25 – “Hard to talk EV news with Middle East headlines”
1:49 – Topic 1: How long do electric vehicle batteries actually last?
2:08 – Why people confuse high-voltage packs with 12-volt batteries
3:28 – 10+ year data: original batteries still going strong
3:53 – Chevy Bolt recalls: what happened and why Bill feels safe now
4:30 – Early predictions vs reality (7 years vs today’s outcomes)
5:27 – Ford Mustang Mach-E hits 316,000 miles with ~8% battery loss
6:35 – High-mileage use cases (rideshare) + charging to 100% every day
7:06 – Why lab battery tests were harsher than real-world driving
7:57 – Topic 2: Tesla full self-driving crash data + National Highway Traffic Safety Administration deadline (March 9)
8:36 – Robo-taxi collision stats and how to interpret them (per mile vs per trip)
11:45 – Topic 3: Ford and General Motors vs China electric vehicle pressure (tariffs, competition, flat sales)
12:32 – Gas prices, geopolitics, and why that can swing electric vehicle demand
14:24 – Used electric vehicle pricing: Tesla vs luxury brands (Jaguar I-PACE, Audi e-tron)
16:04 – “Teslas everywhere” neighborhood adoption snapshot (Omaha)
17:44 – X and xAI debt payoff talk (where’s the money coming from?)
20:06 – Topic 4: Washington State direct-sales breakthrough for Rivian and Lucid
20:53 – The “made-for-specific-companies” eligibility rules + dealer negotiation angle
22:04 – Added fees funding rebates for low-income buyers + support/parts question
23:13 – Where to find the state-by-state direct-sales list on the EV World site
24:06 – Topic 5: California robo-taxi rollout stalled + Tesla permitting/testing gap
24:52 – Topic 6: BYD ultra-fast charging + battery-buffered charger concept
26:57 – “248 miles in 5 minutes” claim and why it’s a threat to Tesla’s charging advantage
28:31 – Topic 7: NIO Lunar New Year battery swap record + infrastructure math
30:35 – Where the electricity comes from: coal vs renewables + mega hydro talk
33:26 – Topic 8: Japan rare-earth seabed nodules and supply-chain strategy
34:28 – Topic 9: Conservative shift toward solar (affordability, independence, China)
36:44 – Nuclear as a tool, not a replacement + “it’s just electricity” rant
40:05 – Topic 10: Donut Labs solid-state battery claims + why it’s interesting (and why skepticism remains)
42:18 – Topic 11: E-bikes and scooters dumped near the Potomac / Kennedy Center
43:43 – Kennedy Center naming/renovation speculation + UFC vs fine arts debate
46:27 – Wrap-up + tomorrow’s show teaser (Mike Herzog, Tesla Optimus)
0:15 – Welcome back + David & Bill catch up
0:28 – Hair / “I only cut my hair in election years”
1:25 – “Hard to talk EV news with Middle East headlines”
1:49 – Topic 1: How long do electric vehicle batteries actually last?
2:08 – Why people confuse high-voltage packs with 12-volt batteries
3:28 – 10+ year data: original batteries still going strong
3:53 – Chevy Bolt recalls: what happened and why Bill feels safe now
4:30 – Early predictions vs reality (7 years vs today’s outcomes)
5:27 – Ford Mustang Mach-E hits 316,000 miles with ~8% battery loss
6:35 – High-mileage use cases (rideshare) + charging to 100% every day
7:06 – Why lab battery tests were harsher than real-world driving
7:57 – Topic 2: Tesla full self-driving crash data + National Highway Traffic Safety Administration deadline (March 9)
8:36 – Robo-taxi collision stats and how to interpret them (per mile vs per trip)
11:45 – Topic 3: Ford and General Motors vs China electric vehicle pressure (tariffs, competition, flat sales)
12:32 – Gas prices, geopolitics, and why that can swing electric vehicle demand
14:24 – Used electric vehicle pricing: Tesla vs luxury brands (Jaguar I-PACE, Audi e-tron)
16:04 – “Teslas everywhere” neighborhood adoption snapshot (Omaha)
17:44 – X and xAI debt payoff talk (where’s the money coming from?)
20:06 – Topic 4: Washington State direct-sales breakthrough for Rivian and Lucid
20:53 – The “made-for-specific-companies” eligibility rules + dealer negotiation angle
22:04 – Added fees funding rebates for low-income buyers + support/parts question
23:13 – Where to find the state-by-state direct-sales list on the EV World site
24:06 – Topic 5: California robo-taxi rollout stalled + Tesla permitting/testing gap
24:52 – Topic 6: BYD ultra-fast charging + battery-buffered charger concept
26:57 – “248 miles in 5 minutes” claim and why it’s a threat to Tesla’s charging advantage
28:31 – Topic 7: NIO Lunar New Year battery swap record + infrastructure math
30:35 – Where the electricity comes from: coal vs renewables + mega hydro talk
33:26 – Topic 8: Japan rare-earth seabed nodules and supply-chain strategy
34:28 – Topic 9: Conservative shift toward solar (affordability, independence, China)
36:44 – Nuclear as a tool, not a replacement + “it’s just electricity” rant
40:05 – Topic 10: Donut Labs solid-state battery claims + why it’s interesting (and why skepticism remains)
42:18 – Topic 11: E-bikes and scooters dumped near the Potomac / Kennedy Center
43:43 – Kennedy Center naming/renovation speculation + UFC vs fine arts debate
46:27 – Wrap-up + tomorrow’s show teaser (Mike Herzog, Tesla Optimus)
