Leaked Tesla Model 3 refresh, Powerwall 3, new EPA rules, and more
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We are live for a new episode of The Electric Podcast. I am Fred Lambert, your host, and as usual, I'm joined by Seth Wintraub. How are you doing this week, Seth? I'm good. All right. I hope you are because we have plenty of news to discuss this week, and we're going to start with an interesting one, one that when we posted it a few days ago, we weren't exactly sure if it was the real deal, but now we are like 99.9% sure it is, and that's the Model 3 Refresh, Tesla Model 3,

Project Highland, they're calling it. That's the internal code. So this image here was leaked on Reddit earlier this week with just the caption like this is a new Highland Model 3. But without any more information in that, we can confirm anything. I started to look into the person that posted it and I could tell that the work

In the auto industry, but not necessarily for Tesla. So I was like, all right, this is kind of weird. But since then, other... Well, the same...

or similar Model 3s with, as we've seen before, with the camouflage on the bumper front and back were spotted. And when you look at side-by-side images of those versus this one that is, as you can see, just partly uncovered, though the good part, the part that is being updated, the front end is completely uncovered, it looks like it matches.

And obviously, it shows why Tesla was hiding these parts specifically because only the front and back bumpers were hidden. Normally, when an auto manufacturer has a prototype, they will camouflage the whole thing. But not Tesla in this case. Obviously, you can tell it's a Model 3 just by the shape. But they were trying to hide what was hidden.

modify in this case the headlights the headlights have been the are the biggest difference and it's not exactly clear like just how big the difference is in the front fascia of it like how much is that just influenced by the radically different headlights that are longer more elongated sharper a little bit and it looks like they are

there's more there's more headlights on the top of the hood of the car rather than just front side i don't know if that makes sense the way it's like you see it a little bit more on this one like for like you can see the headlights if you had the bird's eye view of the car you could see more of the headlights as you would normally does that make sense yeah um also isn't there that that what do they call it the fish mouth thing at the front of the girl yeah

Yeah, the lip looks a little bit extended, a little bit sharper. But at the same time, the fact that there's no Tesla logo on it, I don't know, that also contributes to the fact that it looks different too to me. You put the Tesla logo, obviously this is a Tesla, but it would look different. I don't know if they are eliminating the badge for it or if it's because it's a prototype they didn't put it on. But I like it. I think it looks better without a badge.

Yeah. It looks more aggressive a little bit. Like the front is not modified that much, but just a little, the change in the angle, it's a little bit more like...

When Tesla first launched a Model 3, a lot of people were saying that it was Porsche-like, the front end, a little bit. That kind of died down the comparison over time just because now there's like 2 million Model 3s on the road. So now this is the Tesla look. There's more Model 3s in the world right now than this Porsche vehicle. It might be exaggerating, but barely. So now it looks even more like that, a little bit more aggressive to me, I think.

But that's basically the only changes that we can detect. Some people zoomed in into the windshield here looking at the driver's side, and they see this sort of like bump on the dash, and they believe that it might be an instrument cluster display. But honestly, I don't see it.

that much. I think it's more like of an angle. It could be anything. It looks like almost there's a hole on it. So it can be like the steering wheel and something on the steering wheel. It could be a lot of things. So I don't know about that. Also, I would be shocked if Tesla was to have this screen to the Model 3 because everything points to Tesla actually like trying to save cost on the Model 3 right now. So having feature is not really like, especially hardware like that. It's not Tesla-like. But so far,

I mean, this is good. Even though it's not a major update, what they did change is solid. I really like the front end. And so kudos to the Tesla designers behind this because this is sharp looking. It does kind of look like Ben, what's that company called? Unplugged Performance. Unplugged Performance has a front end.

It kind of looks like this. Yeah, they definitely have a front bumper that is more aggressive like that. It doesn't look exactly like it, but yeah, I understand the comparison. So yeah, technically you could buy that right now if you don't want to wait for the Model 3 refresh, which is probably still a few months away still. So don't be surprised at the cost because I think that thing is also like super light and everything. It's all like performance stuff, hence the name.

A few more Tesla Cybertruck signing this week, too, including we see the front. Well, we don't see the front trunk, but we see the hood open, which could lead us to believe how big the front trunk could be.

And this is the Tesla Cybertruck spotted at Gigafactory Texas, which is kind of new because most of the sightings have been in California lately. And now there was a sighting. Tesla seems to have built some kind of wind tunnel outside of Gigafactory Texas. And they are right now testing it.

presumably the aerodynamic performance of the Cybertruck inside that wind tunnel. And in one of the signings, you see here the front trunk, the hood of the Cybertruck is open. And it's a little bit reminiscent of the Ford and 150 Lightning hood and how large it opens up into a massive front trunk or frunk, big enough to fill a couple of bodies, really.

Or like a golf bag. Golf bags. Barbecue pits. Ball pits. And the other sighting, the same truck, but a different sighting was the interesting part is the windshield wipers. You get a bird's eye view of the windshield wiper in operation, which

If you're not following the Cybertruck program closely, you're like, Fred, what are you talking about, the windshield wiper? Well, believe it or not, the windshield wiper on the Cybertruck has been somewhat controversial because instead of using a double wiper system like most cars where you can hide them at the bottom of the windshield, this lady is using a one giant wiper that sits on the side of this, within view on the side of the windshield, which people have been kind of...

upset about because it doesn't seem like the best design obviously and Elon sort of admitted it and said that it wouldn't be what would end up in production but in fact everything points right now to it being in the Cybertruck beta prototype at least which is the closest one to production we've seen so far it's always been this one so I don't know if we see no we don't have a great view of it but yeah

So yeah, everything points to the windshield wipers still being in play. Other interesting news that came out this week is we got some kind of a preview for a big upcoming Tesla software update. It's being pushed right now to Tesla employees based on Tesla scope, which has insight into a lot of Tesla vehicles through their app that they sell to Tesla owners.

So right now it's being called a 2023.12, and it includes mainly a lot of UI changes. So normally it's something that Tesla keeps for the big end-of-the-year update, but now we're getting it mid-year, it sounds like. So there's a lot of new things. So two different font sizes. So you're going to be able to change the font size of your vehicle. So our...

Maybe a little bit older Tesla owners are going to be happy about that. They're going to be able to read more clearly the user interface. So you're going to be able to, this is just going to be two size. So the standard one, assuming it's the existing one, and then the larger one that you're going to be able to have. In the control settings, you now have a new search function. So you're going to be able to find the settings through that. So that's also nice.

Tesla is also improving the point of interest on the navigation system with the car now adding photos and reviews of those locations. So it's basically some kind of integration of a Google map, if you will.

A little bit more customization on the steering wheel scrolls. So if you're a test owner, you know that the scrolls on your steering wheels are one of the main way you interact with the car other than the touchscreen or voice control. And these are getting like customization now so that they can be used for different things. So the way it's going to work is...

You can adjust, I think, like brightness and acceleration mode or perform action like tugging the camera app, opening the glove box and saving DAS cam footage. So how you do it is you long press on the left scroll button to bring up a list of function and scroll through the list. So you're going to have a lot more functionality through those scroll on the steering wheel.

All right, this is another one. This is specifically for Model S and X. On the rear screen of the car, it says now it's going to allow the people in the back to have access to the passenger seat control of the front only when the vehicle is on park. The logic behind that is when getting in and out of the car to make it easier, you can actually move forward those seats in order to get out easier. Makes sense. That's a good little add-on.

The Get to Know Your Tesla, which is sort of like an in-car, on-screen manual that has been creeping into the software update lately, but not everybody has it. It's being added now to more vehicles. So that's nice, especially for new owners. And Tesla is also bringing the Zoom video calling app to more markets. So keep a lookout if you don't have it yet in your markets. You might be able to get it soon, even though I don't see a giant use case for that.

Not yet. Not until full self-driving is perfect. Yeah, but also your phone. The Zoom app on your phone is pretty damn good compared to that. I just don't see it. Then there's going to be a bunch of other smaller UI changes, so you can expect your UI to evolve with this next update. Though it's being pushed to test the employees right now, so I don't know exactly when it's going to come to test the owners just yet.

Alright, next one is some market share data came out this week, which the media jumped on as usual to say that Tesla is losing its dominance on the US market because registration numbers in January and February that just came out show that the market share in the EV market in the US for Tesla fell to 58%. So bad. All the way down to over half the market. Yeah, to still a strong majority of the market.

So this is the interesting part. So this is based on Tesla having just short of 96,000 new US registration in January and February, which is a 35% increase for the same period last year. So it's still a lot of growth. But they claim that the market share went from 70% to 58%.

And that's fair. That makes sense. Although what I wrote in the article that I think it's very important to specify, which of course the other media didn't, is that Tesla having a quite different approach

and sales models than all other automakers, which is not using the dealership model and rather going direct to consumer. And the fact that in the U.S., Tesla delivers only car in the U.S. that they built in the U.S., but those factories, namely Tesla Fremont and Gigafactory Texas, produce cars not just for the U.S. market, but also for the European market and Asia.

Asian market for Moloss and X. So what that results in is that the first two months of the quarter, they are often building cars for those markets that they put then on ships to get delivered by the end of the quarter. So that results in a lower availability of cars

in the U.S. for the first two months and a much higher availability in the third month. In some cases, less so these days because Tesla has been trying to smoothen those delivery waves. But in some cases, Tesla would deliver more cars in the last month of the quarter than in the first two. So it's something to consider because then that would make the, even though they would get a much smaller market shares in the first two months, they would get like

80 90 percent market share in march so something to keep an eye on obviously we don't have those numbers just yet but we have this those overall global deliveries of over 420 000 cars in q1 and with with 95 000 in um in the first two months i would expect probably at least 60 000 more in the u.s maybe even more than that maybe 80 000 uh it makes a big difference

And anyway, 58% is the last, like we just said. And we always expected to. Yeah, I was going to say, it's always been our expectation that Tesla would not be the majority of electric vehicles on the market. There's just too many other players. Like there's just too many tastes in the market. Like it's not like the iPhone where, you know, maybe it is like the iPhone. I don't know. We'll see. But our expectation is the other makers will catch up, so to speak.

Yeah, well, it was always our expectation that, yeah, the auto makers will increase the volumes, will have different models and everything. And Tesla's overall market share would go down, but the volume of Tesla would keep going up. But Tesla still has room to grow itself in the US and other markets too. It's just in terms of percentage, like you cannot keep, like they used to be at 80% for the longest time and then they slowly went down to around 60% now.

like between 60 and 70 uh so the first time that they did below 60 and then everyone is freaking out even though it's the first two months of the year again all right this just came out overnight tesla cut the prices on model 3 model y in europe and asia and other markets so this is not too surprising obviously we reported last week on the

Price going down in the U.S., so markets to markets, it's changed a little bit, but we expected this to follow this quarter. So we published a whole list of changes here in all the different European markets, both the main ones at least, Norway, Germany, France, the Netherlands.

And yeah, it's about 10% at worst. Well, at worst, depending on from what standpoint you have. But yeah, between 5% and 10%, depending on the markets and the models. One interesting part about this, though, that adds to it,

is that, again, unlike in the US, Tesla has some PR people in Europe and they did release a statement regarding those price cuts. And it's similar to the last time they did it. So I think it pretty much copy-pasted from the last one. Our mission is to accelerate the transition to renewable energy. Our master plans have set a clear path to achieve that mission. The transformation of cost-intensive small series product to cheaper mass series vehicles is

as the explanation for the price drop, which to be fair, sort of makes sense in terms of Gigafactory Berlin, because they didn't recently run it up 5,000 units. I'm sure that they are economies of scales on that front. But yeah, it's nothing crazy really. Yeah, but it is kind of interesting to see like, you know, this is what we want. We want electric vehicles to be more accessible to more people, right?

Tesla has tons of room in its margin to come down. It can come down quite a bit. Whereas, you know, I think the other electric vehicle makers are having problems making vehicles, even at the price that they're, they're putting out now, I think Ford said they lost two or $3 million billion. So, you know, the people who are calling this kind of like a price war, it's not, I guess it's not as hyperbolic as,

As you would think immediately, because this is going to kind of force the other automakers to figure out either how to make cars less expensive or, you know, just fall by the wayside. So while it's making more cars available, it's making electric vehicles less expensive.

You know, the MBAs at the top of GM and Ford are probably saying, well, we should make more F1, you know, more gas cars because we can we can make a big profit on those, whereas the electric cars we're not going to do well on. So it's it's an interesting situation.

Yeah. I mean, if you have like their blinders on and you don't like, cannot think about like the future of the industry. Yeah. It makes a ton of sense if you look at your spreadsheets and you're like, wait a minute, why are we even selling those vehicles? Well, we have these trucks that we're making 10% on and we're losing money on these. But yeah, like you need to keep making them until you make some money. Otherwise you won't be making anything in a few years. Right.

And we're going to have some to talk about that a little bit later on this show. So keep on our news item and we can get to that too. All right. We had a big exclusive this week. We could confirm that Tesla is preparing to launch the Powerwall 3. So a new third generation version or two, well, third generation. There's already been like three different variations of the Powerwall, but this is like the last one was like a 2.5, if you will. Right. So, yeah.

A little quick timeline recap. In 2015, Tesla launched the Tesla Energy Division, launched Powerwall 1, a little device you see here, a little bit more curvy and everything, a little lower capacity too. And it was not long after, I think less than two years after, Tesla launched the Powerwall 2, which is what we know the Powerwall to be now. Most volume has been deployed with the Powerwall 2. This device right here, this is the gateway next to it.

This is a 13.5 kilowatt hour one that we all know these days. And then there was the Powerwall Plus that was launched in 2021, which is the Powerwall 2, but with an integrated inverter and the higher capacity output that went to like now 9.5 kilowatt. That's the power output. The energy capacity has never changed from the 13.5 kilowatt.

So last year, we had access to an internal Tesla Energy meeting in which Seth Winger, the senior manager of solar product and engineering at Tesla, confirmed that Tesla had new energy products coming in 2022. Now, it didn't really come in 2022, but it teased new residential Tesla Energy products. So a new Powerwall version was rumored, new solar panels, solar roof, and all that.

And now we could confirm this week that Tesla has the new Powerwall 3. And even more than that, they had it certified with a handful of electric utilities. So when you connect a new product to a grid, the electric utility managing that grid has to approve it as certified equipment. And it has shown up in the list of certified equipment and a few electric utilities as the Powerwall 3. Now, this certification doesn't include any specs on the Powerwall 3, so...

We don't have that just yet. If you do know anything about it, just please make sure to reach out to me. I'll take a look. But we know that it's coming very soon if they have it certified already. Winger had said that from the new products, you can expect easier installation, better aesthetic, and higher performance.

So we could expect that in Powerwall 3. Now a lot of people, like you see, like our top comment here on this article was predicting a move from the NCA to LFP chemistry. So there have been a lot of people speculating that that could be the case.

I don't necessarily know if that would be the case. It wouldn't make sense because the chemistry in itself, when you just think about the longevity of it and the frequency of use versus deterioration,

It sounds like it's perfect for a residential energy storage product. The only thing that makes me think that there might be some pushback at this stuff from making the move to Powerwall is it is lower energy capacity. So...

Unless there was enough improvement to match the current capacity of the Powerwall, they would need to make it either bigger or lower capacity. And Tesla already has most of its installation using more than one Powerwall. So I don't know if it would make sense to do that move into Powerwall.

They even had more Powerwall per installation now if they have to lower the capacity, because if not, they will have to increase the size. And that also plays into the easier installation part of it. And right now, that's one of the more difficult thing about a Powerwall. You need more than one person to install it, especially if you want to mount it flush on the wall.

But that was also your first reaction, Seth. You thought LFP might make sense, right? Yeah. And I don't know if we have considered, like, is there a rebate, a federal rebate, or would that would...

uh penalize uh having batteries made in china uh yeah i don't know if that's part of the equation um and also like um you know it's nice to have something on your wall that you don't have to work around but maybe it'd be easier just to have like if these are lfp they're not only bigger but they're heavier like if it's less expensive you can save a ton of money like just you know make it like a water heater and just put it in the corner somewhere like uh

you know don't have to mount it on the wall like make it make a less expensive version so i don't know uh another flat one that would have to be like stand alone like it's done by itself yeah i mean it'd just be like a big refrigerator you know just put it in the corner somewhere i mean that that red thing kind of looks three-dimensional like that uh oh i i i don't know if that has anything to do with it it's just like a stock image i don't know okay maybe maybe you're right i don't know

uh there's maybe it would be like a different product like powell they would still sell powell 2 or powell plus and um that's true whatever the powell 3 would be i mean easier installation like you just roll it in and take the wheels off and that would be pretty easy yeah i agree with that all right that was due in 2022 right and this is no longer 2022 so it's all overdue well what else is new with tesla right right

Still only Tesla Energy front. A new mega factory is coming to China. So Tesla already had a lot of success with the mega factory in Latrop, California. They are ramping it up right now to have a capacity of 40 gigawatt hour, which is about

Five times with Tesla delivered with Megapack and Powerwall and Powerpacks in 2022. Now, they are just going with the same strategy of a megafactory to build Megapacks in China. So...

Just makes a ton of sense. They have a giant capacity now in the U.S. It makes sense to have one halfway around the world and serve the markets that are closer to that with that, including China itself. I'm sure China could use a lot of energy storage. Apparently, it's the exact same thing, 10,000 megapacks or about 40 gigawatt hour per year. So it looks like they're going to just copy the plans from the light job factory and deploy one in Shanghai. Yeah, makes sense.

This is a pretty big deal. I remember when Tesla was a small enough company that they would announce something like that and it would be a big deal. But now Tesla is just so huge that this is like nothing. This is

a factory that would probably have had over like what uh five to ten billion dollars in revenue per year yeah it's not even worth mentioning in the massive very important market for the world which is energy storage which is used to stabilize the grid and take full advantage of renewable energy so but now it's like all right it's just just the building things again

All right, we're going to move on from Tesla news. We have a few non-Tesla news to discuss. And then we're going to take your comments and questions, guys. So I see already a lot of people are commenting right now. So if you can go into the comments section, you have a question for us or a subject you want us to discuss for a bit, we're going to have probably a good 20-something minutes to discuss with you guys. So make sure to have your question in the comments section right now. All right.

All right, the new EPA rule was released this week where the federal government is going to try to force the industry to reach 60% of electric vehicle market share in the U.S. by 2030, 67% by 2032.

So this is basically an update on the Avan's clean car rules and regulation that was previously released. They are updating it, making it a little bit more aggressive. And yeah, I mean, it's something that

It's not clear at this point how much teeth it's going to have into forcing those automakers. What we're hearing from the automakers lobbies in the US right now is a lot of positivity on it, which makes me think that it's garbage. Right. Exactly. Because if there's anything that's going to force these automakers to build their cars, normally the lobby just fights it like a battle of hell. And now they're like, yeah, this is actually pretty good. Like, what?

Is it? But yeah. And so I assume it's going to be the same like credit system as they did before, which enables automakers that are ahead to sell some credits and make some money to encourage that and to avoid the fines on the other hand.

But yeah, 60% in 2030, we're not exactly impressed by that. I think that I'm still sticking to my goal that by 2025,

The market is going to be so different, so different with all the EV models available. Even though the volume won't be there, I think it's going to change the whole market in terms of like new car buyers are going to be very, very reticent to go with the non-electric vehicles because the future will become so much clearer. I mean...

They're doing that. They're saying that like 60% in 2030, 67% in 2032. But then there's all the other markets are saying by 2035, you won't be able to sell an un-electric vehicle. So what happens between those few years?

Before that, when everyone comes to that realization, now it's still a little bit abstract for people. 2030, 2035 is still far ahead. They still have time. Also, most people, they don't even buy new cars too. They don't even feel like they have chips on the tables. They don't feel like they are part of the discussion. New car buyers, when you buy a new car, they think about the resale value of it and all that. That takes a big

big role in it and if you buy a car that you think that the it's beginning basically going to be an antique by the time you sell it um it's going to have no value yeah uh it's like buying uh was it was a beta on the vhs one and i think it's like when you when you already knew that vhs is going to be the standard you still went and bought a beta uh like why why would you do that

Trying a film camera. There's a lot of metaphors. Yeah, exactly. When the digital cameras came, even though they're making a comeback, so that the film was. But yeah, so I think the mentality of new car buyers is going to change so much in the next two years that these goals won't have that much of an impact. It's going to be, the impact is going to come from

The all-electric automakers staying strong. So Tesla mainly, obviously. Hopefully Rivian has better footing by then, Lucid and all that. But then it's going to be the legacy automakers like GMs, like Ford, just scrambling to, all right, like realizing that we cannot rely on our gasoline vehicles right now to support us. We have to find a way to make these EVs in volumes and make them profitable and everything.

And I mean, I think that's already happening to some degree. Like this is like some kind of discussion within the people that are smart at those companies. But I don't know if they are seeing that timeline like I am. I think they believe that 60% by 2030 timeline more than they do. Actually, Jamie had an interesting chart here that show that compared to the current production,

by 2030 of automakers versus the current volume of all vehicles, so electric and non-electric, and their own targets and overall sales by 2030. So GM is below that 60% target with a 40% to 50% target. They currently produce 2.2 million vehicles and they plan between 800,000 and 1.1 million.

So what's useful with that chart here, I'm not going to go through everyone, obviously, but for people that are interested, you can go through it here and see, okay, well, by 2030, if GM only plans to

have 50% of their EVs of their vehicle being electric. Well, they plan for their sales to go down from 2.2 million to 1 million. Like that's the way I see it personally. Same. Yeah. I just don't see any other way. So there's a lot of people on our same boat, Toyota, Toyota, obviously like they are scrambling right now. I don't know what they're doing, but Ford is the same, similar boats, Stenlantis, similar boat, Ford,

So basically just Daimler is in it, but obviously Daimler is in a different position in the US. They don't have those

Lower market other than the Smart, but that's not much. Volvo, good plan. But of course, much lower volume than those other automakers. Same for Jaguar and then Rover and all that. So obviously, a lot relies on these EV brands like Tesla, Rivian, Polestar, Lucid and all that. They're going to have room to take a lot of market share. That's the exciting part. Yep.

All right, let's start to talk a little bit about your LA trip here because you had some nice wheels on that LA trip. You managed to score EQS SUV and then an AMG EQE after that. So how was that set?

So a few years ago, I was talking to a Kia guy about coming to L.A. And he was like, well, why don't we get you a car while you're here? And I was like, what? You can do that? Like, I can just, you know, take a car from the airport. And he's like, yeah, we'll just drop off the airport with keys and you pick it up and you drop it off a week later.

and you know you write about how you like you know if you liked it it's like wow that's really cool yeah i know exactly so i mean basically you're you're getting a very like a really nice rental car for nothing and all you have to do is you know write about the experience theoretically that's pretty sweet um you know like it does take some time like you have to kind of plan around it a little bit but uh so i took advantage of that uh i knew i was going to la about three or four months in advance

I reached out to like the car that I would like the most probably in LA and Mercedes was the first one. And they were like, yeah, we'll do it. And not only like, I was thinking I was probably going to EQB, you know, $55,000 kind of, you know, whatever, but,

They offered a EQS SUV and kind of a mid-tier. They have a $150,000 version. They have a $100,000 version. They gave me a $130,000 version of it. It's called the 4MATIC 450. It's not quite the most powerful and fastest version, but it's pretty well specced out. The EQS, both the sedan and the SUV both kind of look

I don't want to say like a Buick, but like just very generic. Like if you look at it from the side, like we're looking at on the, it's kind of like, what is that? That's not, that's nothing special. That's not 150, $130,000 car. The front is a little bit nicer. It's got that big plastic thing and it's even better in the AMG version, but yeah,

Inside is kind of where the Mercedes shines. It's just an incredibly large all-around interior. We had all of our suitcases, no problem. The kids love the back. They have headphones that come along.

We went snowboarding on the Tuesday. No problem throwing three snowboards back there, boots, helmets, all the other stuff. We just kind of threw them in. We didn't even have to arrange them. We didn't have to put down seats. This one has a third row. And even with the third row up, there's still plenty of space. You could line up a bunch of groceries, kids' sports equipment. There's my son. Lots of space in there.

uh in the third row with cup holders charging equipment there's not the ton of leg room obviously in the third row not that i would expect any but the seats themselves they look pretty damn comfortable yeah and the leg room you can kind of move the middle row back and forward a little bit that's a beefy middle row here look at that yeah i mean everything in it is pretty beefy i think it's a really heavy uh

that's you in the third vehicle yeah that's me in the third row uh you know almost six feet tall it wasn't super comfortable back there but it was it was doable i would you know like a trip back from the airport or or something like that would be doable but i wouldn't want to go on a road trip there um so yeah super super nice car uh

you know, we, we drove. So one of the things that I was curious about is, you know, the range on the highway, how, how like significant, uh, you know, a toll would be going up the mountain when it's cold, you know, at the top, uh, going 80 miles per hour, because that's how people drive in LA. Um,

So, you know, we left with about 280 miles. We got up there and I don't, you know, I didn't think I had enough to come back down. So we stopped, you know, at dinner at a charge point, a DC fast charger, which said 50 kilowatts, but was actually closer to 33 kilowatts. Yeah.

But, you know, that was enough. And then, you know, what, something I thought about, but I didn't really, you know, draw out the math is like, we were actually at 8,000 feet and we were going down to zero feet. So there was a lot of region to be had. So I think I arrived in, in Los Angeles having used like 30 or 40 miles, uh, instead of the 120 miles that we had, we had come. So there was a lot of regenerating, um,

And we probably would have made it round trip. So the round trip was 240 miles and we had 280 miles range. So long story short, the EQS SUV gets pretty close to its EPA estimate range, even in kind of adverse conditions. Another thing, just like

Not Mercedes or EQ specific, but I found, you know, we were staying in Airbnb. It didn't have street charging or a garage or anything. But I found it pretty easy in LA to like have an electric vehicle, like not, you know, whatever. Like we found places like at the beach, there's like a whole like 30 rows of charge point

that we would charge on for four or five hours while we were there. Um, you know, when we were in Redondo beach, there was a, uh, charger at a municipal building that across from the library that was super easy. And, you know, it just wasn't hard to, to be an EV driver in LA. I thought, um, you know, maybe inland a lot more, it might be a little different, obviously. Um,

Some people are going to have, you know, harder, like if you have a long commute to work, for instance, maybe you have to charge up more. And we were only driving, you know, like 30 or 40 miles a day. So it wasn't like we were, and you know, this thing has close to 300 miles of range. So theoretically, and, you know, but we did leave the vehicle with plenty of charge. So, you know, we were keeping up with that.

And then they switched me to the EQE, the AMG version of the EQE, which my wife and I had the exact opposite reaction. She was like, this is worse in every way. It's smaller. It's it's, you know, way less mileage range, you know, less trunk space, less space in the back for the kids, less.

just you know the suspension was like kind of hard instead of the super soft you know the eqs suv uh me i was like holy crap this thing is awesome people are talking you know people are stopping us and saying hey what the heck is that thing uh it was super fast um you know it's like tesla performance speed um i think it's 3.2 seconds they they quote for the 0 to 60 um but i

like once you get to three seconds it's pretty pretty much just like neck damage um and you know that it wasn't quite as much room as the eqs suv obviously but uh you know we had three suitcases in there a bunch of backpacks you know plenty of room skateboards a couple skateboards uh you know it's the family vacation um and the kids were fine in the back nobody was complaining um

as far as you know the steering wheel a little busy I don't know if you have ever seen one of these things but it's just like what is going on here? it reminds me of the in the Star Wars like when the one of the Sith Lord like well like when I'd like two arms and two lightsabers and then his two arms became like four arms like yeah super aggressive it looked like that

It was a little overwhelming at first. And, you know, I had been with the EQS, which is a little bit more tamed down previously. So I knew where the important stuff was. And then, you know, there's the like, you know, crazy fast mode, which like, you know, I've got my wife and kids in the car. I'm not going to break any neck. Is it one of those buttons? Yeah. Yeah. One of those down there. And, you know, everything else is pretty much similar. They made paddles.

For the, uh, the region, the amount of region instead of just buttons. So that looks kind of more race car-y, but it's really, there's the same, same thing. Um, but yeah, like, uh, really impressed with both cars. Um, obviously depending on your desires and needs. Um, yeah, obviously if, if you're a guy who wants to go fast and, and, or, or girl who wants to go fast, the EQ, um,

The AMG EQE was quite nice, but if you're more focused on family and a soft, cushy ride and not zero to 60, the EQS SUV was also quite nice.

The downside, obviously, is the price. These are $130,000 cars. The AMG EQE, kind of similar size to a Performance Model 3, which is half the price. Or even a BMW i4, what is that, M450 or something it's called. So is it worth the double price? I don't know. It's nicer, but it's not...

probably not doubled the price nicer it looks cool like uh if if you want to kind of attract attention uh this is a lot of that in la yeah it's a very la car it felt very like i felt very at home there yeah when i was living there i was like especially when you're the electric car guy and every time i would see a

one of those like Mercedes S-Class and everything like that. That is not a Uber because honestly, there's some of that too. Like someone driving their Mercedes S-Class. I'm like, why are you not driving a Tesla Model S? It's cheaper, you save on gas and it's faster. But I think there's something about it for some people in LA where like, oh, they want the Mercedes, they want the BMW, they want all that. So I guess for that, it makes sense.

but uh yeah i don't i'm not that familiar with the gasoline lineup at mercedes i don't know how it compares in term of the luxury of uh like obviously the aqs is the s class and everything eqe is the e class but the e class is so much cheaper than that no can you get it like an amg class at that price the amg just like doubles the price i think the regular starts or the eqe that starts at like 70 it's

It's not as insane. I didn't know there was that big of a jump with the AMG package. Yeah, and I have to say, I've been a Tesla owner for 10 years. I love Teslas. The build quality is not even in the same universe. Yeah, more luxurious for sure. And the ride, I would say, also is pretty smooth. But also less efficient. Right. The EQS has 108...

kilowatt hour battery pack and the the eqe has 90 ish kilowatt hours so they're not getting a ton of range for the big batteries that they have yeah that's definitely true all right the id7 has leaked this week leak is coming from i think was from china yeah they they reveal the from the

that they have to register the car with. So it's already been all the images. And well, there's only two images. We have two images, but they reveal the whole design of the car and some of the specs. So pretty good looking car here. Like it's going to be the full size sedan compared to the Passat, I think you said, that's comparable to. Yeah, the Passat or I'm kind of blanking on the other big Volkswagens, but yeah.

Well, they're talking about a range. I know that was the prototype. So the specs here are, well, we have the dimensions. So again, they're similar to the ID6 apparently. Okay.

Yeah, and we're going to get the full reveal on Monday. There's like a global launch. I can say that those are not right. Okay. Or those are not the global specs. Yeah, so Volkswagen does produce some cars in China and they have the same naming scale, but the car is sometimes a little bit different when they're produced.

Germany or somewhere else in Europe or now in the US now with the ID4 being produced in Tennessee so yeah they're talking about a 77 kilowatt battery pack 155 kilometers an hour stop speed 201 horsepower but from what we've been hearing about the upcoming launch of the

North American or global version of the car coming next week. It's not exactly that. So we're going to have an update on that coming soon enough. Lastly, a quick little delivery numbers on Lucid for Q1. So it was released this week and it was a little bit disappointing. It came lower than expected. So in the first quarter, they produced 2,314 Lucid Airs.

And they delivered only 1,400 of those. So quite a big gap of...

delivery difference. And in terms of how it compares to the guidance for this year, well, Lucid was expecting between 10,000 and 14,000 deliveries. So it's right now on the lower hand of that margin. But that was also updated down badly in Q4 from the original 20,000 that was supposed to be delivered in 2023.

So people are asking, especially like, what's the big difference between the production and the deliveries? And also it's a big drop from...

uh q4 so quarter to quarter it's a big drop from building 3493 lucid air and delivering 1932 so that's uh almost 500 fewer cars delivered uh in q1 versus q4 of last year so not great um i'm gonna keep an eye on that what's happening with lucid there because uh

It should be heading in the other direction right now. It should be. Especially, they said they have 28,000 reservation holders. But reservation holders and buyers are not the same thing. So even though in terms of Lucid, I think there was a significant deposit to get a reservation. So it does show a somewhat strong show of interest in buying the car. But still, not always easy to...

get them to pull a trigger on an actual order. So maybe that, maybe it's vehicle in transit. Maybe we don't know yet. Where are those other thousand cars though? Like they're produced. They're just not, I wonder if that's a supply chain issue or delivery issue. Not so sure. But what I do know is that we're moving on to questions. So if you guys have questions, but in the comment section right now, we're going to start getting to them right now. All right. And a Sullivan, uh,

Says, question, when the new single stack FSD being used on the freeway, people who only have basic autopilot get updated to the new stack for freeways, or are we stuck on the old autopilot stack? Thanks. Oh, that's an interesting question. So he's saying for people that haven't bought the full sub-driving package. I don't know that. I'm going to look into that because that is an interesting question, though. I haven't heard about it personally. Well, Seth, yeah.

No, you don't have a car anymore that has the... Don't have the FSD. I either have... I have two Patasas. One has nothing and one has everything. Yeah, that's what I was thinking. You don't have one that just has the autopilot. Well, I guess we need to ask some people that have just the autopilot and not the FSD. But so far, I wouldn't worry too much about it, to be honest with you. Like, it is... I...

I don't think it's an improvement that much, if any, right now. Actually, I've been using it a little bit more. Like I know I said I was somewhat impressed last week, and I am. But this week, I did experience a few issues. You can see that the FSD on highway is...

has more liberty than the autopilot. Like it's not as much about like, we just like follow this lane, you stay in the middle of this lane and whatnot. It's, you can see the tanks more and everything. And you can see it specifically if you're not using navigation. So I would use navigation,

I use it more now. If I'm going to my parents, they live 15 minutes away. I know exactly how to get there. I don't need navigation. But the 10 minutes I have to do on the highway to get there, I see a big difference if I'm using it or not. Especially when there's an off-ramp and the lanes are not painted very well or something like that. Normally, autopilot will just fly right through that.

But with the FSD, you see it start thinking and even though it stays within the lane, it will move more within the lane, like trying to make that decision. It's not fun. It slows down to when it sees something like that. You can see like it's slowing down thinking, all right, what are we doing here? Okay, we're still going forward. So it doesn't require disengagement or anything like that, but it's a lot less smooth than autopilot in my opinion so far.

I haven't had enough time to play with the update. We just got it last week. So I wonder if they would update people with just autopilot to the full self-driving, but only full self-driving on freeways? Yeah, I think that's what he's asking, basically. Yeah, I don't know. It would make sense. Yeah. I mean, why keep two systems around?

And then he, he had cyber frunk. The wiper is not that bad. The wiper is pretty bad. I think it like having that big pole on there, what would be kind of cool is like, if you could just store it somewhere. Yeah. I don't know. You live in the desert. I don't know. Well, Friedman, I hope the model three front end update makes it easier to replace the headlamps. I had some burnout and replacing it required a mobile technician to remove a significant part of the front of the car.

I haven't had that, but I don't know if you or anybody else has this. My rear lamps on my Model 3 are just full of moisture. Oh, yeah. And I don't know if I'm going to have to do something about that. I mean, I guess it's fine, but it seems like a pain in the butt. I think I had that on my Model 3 early on, and then they fixed it. Yeah. Next time I go in, I'll see if they can do something.

All right, Jonathan Root, do you foresee government regulators cracking down on Tesla for its lack of repairability, accessibility of parts and code with third-party repair shops? No, not necessarily. If anything, we see Tesla slowly improving on that front.

We reported more recently on the repair manuals being more accessible now. So I think they're making progress on that front, and I don't see the government getting involved right now, not at this degree. Spike43 is wondering, most of the older computers seem to have been left behind for updates. So that's the addition there. Yeah.

You know, I have 2.5 on my Model 3. I'm always trying to get the technicians to upgrade me, but no dice because I would like to have a faster computer on there. Dan, over today, I wish we could set up profiles for the front passenger seat position, passenger seat position. I have one set for rear passengers and vacuum to move the driver's seat with one press. I can make room in the rear.

oddly specific but makes sense i guess but but is he he's not saying that he he has done it so he has it like you can do it with the i think oh you know with the with the driver's seat you can do it but not with the passenger okay yeah uh let's move on scrawn finkel question when do you cover chem powers best dc chargers after tesla expanding to the u.s or did i miss this i don't know what chem power is to be honest never heard of it yeah

Greg Poland question. Any news on when Park Assist will work on my new Model Y? If my wife bumps into something while parking, will Tesla pay for it? Yeah, I'm not hearing good things about this Park Assist without ultrasonic sensors. Well, unless you're like one of those Omar and friends that like FSD is the best thing that

As ever happens in sliced bread. Apparently for them, it works perfectly. But for everyone else, I've been hearing that, yeah, it's not good. Yeah, I don't know. I mean, Tesla has made some improvements on its blanking vision system. But this one seems like one where, especially Tesla, doesn't have great vision for close to the car, like close.

Spark Assist, the big advantage of the ultrasonic sensors is you get inches from... You can get inches from an object and still feel confident about it. I've seen pictures of people...

they take pictures of their parking jobs and they thought that they had like plenty of room based on the parking assist but like they park like this close and they're like freaking out and that's the other thing too is like especially if you're used to these kinds of cars like I mean parking assist system I've been around for a little bit now but you know if you've been driving like older cars like it's still new for some people but if it's been in your

something you've been using for like five, 10 years. And now you're buying a new Tesla and you think, all right, it's not, it's going to be, I'm still going to have it because it's been around forever. And then you get that, you, you lose the capacity to do those parking jobs without it. And, um, yeah, it can create some situation like, like Greg is talking about right now with his wife. Yeah. And it's, it's even more interesting because you know how Tesla, uh,

When they move away from the system, even if your car has the hardware, they sometimes... Don't do that. If they take away my ultrasonic sensor, even though they are in my car and I paid for them. Right. Oh, I would be mad. I would actually... That's one thing I would not do software updates for. I would just... Yeah, you would try to avoid the update. Yeah. Hopefully they don't do that. So we never have to stop updating.

Dan Oberst, Powerwall 3 installation text will bring Optimus robot to lift the unit onto the wall. Obviously, that's going to happen. Regarding Powerwall 3, if it's not wall mountable, that would make it difficult to put them in a garage without losing lots of floor space. That's true. Obviously, that's the big advantage right now. You don't take any space in my garage right now. This is almost 30 kilowatt hour of battery capacity and it's like nothing.

yep uh mark webb also lfp can't really be sighted outside the building that's interesting uh because of poor performance in winter i guess maybe they could have a you know florida version or a southern u.s version that would have a lfp that's a great point lfp doesn't do well in cold uh question just saw an eyepace haven't heard that word in a while in real life for the first time in months what's going on with that car did have battery recall

We've been asking for a battery recall or for more information about it because we tracked a bunch of different fires, battery fires related to it. And we know that it has LG cells like the Bolt and the Hyundais. But as far as I know, there hasn't been a battery recall yet. But yeah, it makes sense that you haven't seen a lot of them around because it's just not a high volume vehicle at all.

All right. However, LFP would be great for indoor installation where it's being used at 100% backup where you have to charge to 100% all the time for people who have net metering instead of time of use. Yeah. The chemistry makes a lot of sense for the longevity you get with often used. That's why I love my Powerwalls because I don't need net metering right now. We have cheap hydroelectricity, so I use them for backup power. From backup power, like,

these things get used like once every few months uh they don't and they get charged at 80 otherwise unless there's a storm coming and that actually worked last the last podcast or the one before that actually we did the podcast on powerwall and it was perfect and we didn't realize it was happening so uh and uh and i they charged up before the podcast because they knew a storm was coming and they automatically charged up to 100 otherwise they stay at 80 all the time

All right, moving forward, Bike Angelus, I'm in the market for a solar home battery backup. Should I wait for the new Tesla Powerwall? Will it only be sold to customers of Tesla solar panels? No. No and no. You should not wait because it's not easy to get one right now. So you place an order right now. Bike Angelus, I don't know if you're in Los Angeles, but I'd be surprised if you can get one. Sorry, soon.

So if you're in the market for one, I would try to get one as soon as possible. And so the solar home battery pack, so it sounds like you already have solar, you want to have the battery pack to it. For that, it might be a little bit harder to get one. It's not impossible, but it's, again, you might have to wait a little bit again.

But you don't have the goods directly from Tesla if you're buying solar with it. So there are plenty of other solar installers that install solar panels, entire solar system, and are certified to install Tesla's Powerwall 2 all over the U.S. All right, Dan Oberstay is back. What time frame do you all predict that gas stations will begin to disappear due to lack of business because of EVs? That's something I was thinking about.

during the conversation of when we're going to go to full EVs. I mean, there's still a lot of cars on the road, even if we stop selling electric vehicles. And it's a lot cheaper to just leave a gas station than to build one or to take one down. And a lot of gas stations sell a lot of groceries and stuff. So I don't think it'll be as fast as we think or maybe even hope. But what are your thoughts, Fred? Yeah.

Well, I think like with the also the labor crisis that we're experiencing, too, especially for those kind of jobs or service jobs that a lot of people want to do.

North America, at least. I think what we're going to see, some of them will stay open, but a lot of them will close. But the way they will close, most likely they would become some kind of convenience stores and most likely it will be like some kind of automated convenience stores, I think, or partly automated, I should say. It's going to be hard to fully automate them. But you see a lot of that these days, like people working on technologies to make stores more

So I think we're going to see that. We're going to see people keep using those locations as convenience stores and less so as gas stations. Yeah, and another piece of that is abandoning buried fuel tanks is a costly expense. I fear gas stations will cut and run, leave the tanks for the government to deal with.

uh that is a thing to think about i don't know really well what's the problem with that like if they are empty like is that a big issue just like uh you know if you spill something or if there's been spillage or leakage then it's like a catastrophe and you got to get specialized people to clean up the dirt and dispose of it or whatever makes sense but i would i would feel like they would leave them empty like they wouldn't

Again, we're talking about new car sales. The current fleet is going to be mostly gasoline for still probably 10, 15 years before it would start being majority electric, even though the new car sales will be majority electric way before that. All right. Moving around a little bit. Brian Roberts' question. Have you heard any updates on Dojo with all the AI hype? Dojo as a service would seem to be quite compelling.

Well, that's a good opportunity to talk about that post that you just did right before the show. Elon Musk is forming his own

AI team outside of Twitter and Tesla, and he's buying Nvidia chips. So I don't know what that says about Dojo as a service. Well, there's actually an update, small update directly on that. Elon went on a Twitter space this week and did briefly talk about Dojo, saying that there's going to be a lot of opportunities. He sort of hinted at something he hinted in the past where Tesla could sell Dojo as a service.

like you just mentioned. But that was just a quick comment. So it sounds like this is still in the plans, but it sounds like Dojo Tesla doesn't have a full cluster just yet. So Tesla is still working toward that and they do have their pre-Dojo clusters that they're still using too with NVIDIA GPUs and whatnot.

So, yeah, it sounds like they're still working on that. What Seb just referenced, too, is I just posted an article about a report that just came out that Elon is starting his own AI startup. It looks like a serious report from the Financial Times that shows that he's poached about six AI engineers and researchers.

And what I found interesting and why I report, and we don't really report on just Elon stuff normally. We report it when it relates to Tesla or electric vehicles in general or renewable energy. But in this case, what I think it does relate to Tesla is that they made it clear that the startup that is putting together is to compete with OpenAI. And Elon co-founded OpenAI and left the company because, supposedly because of a conflict of interest with Tesla's own AI effort. And since then,

And specifically, like competing for employees, for talent. That was the main issue. And Tesla since then has ramped up its own AI effort. And Elon said that Tesla had the best AI team in the world and then added that Tesla will play a role in developing artificial general intelligence, AGI.

So this brings up the question of what changed since then, since OpenAI, since leaving OpenAI. If you started your own AI startup and Tesla is doing what you claim Tesla is doing, which is being in the AI space in a more general way than just a self-driving car, which has been the main use of AI for Tesla so far, then

This new startup is going to compete for Tesla for talent and also presumably for general artificial intelligence that could be used in something like the Optimus Tesla bot. Right. And then, you know, as a Tesla investor, you have to be a little bit frustrated because like,

Elon's pulled some of Tesla's best engineers to work on Twitter. He's going to do the same thing for his AI startup. Don't like that. Tesla just lost Caprty to OpenAI. And then he unfollowed Caprty after it. And now he's launching a competing startup to OpenAI. Yeah.

uh like uh it doesn't nothing about that looks good for tesla in my opinion no and it's a little bit frustrating it's like one of those things like as a shareholder like dude like leave the tesla engineers at tesla like yeah get your own uh folks to work on your pet projects um all right moving on um electric independent utility systems manual uh luxury even one of john drayson heavy pull oh yeah we have some commentary he's kind of like uh

Train of thought here. Let's move on. Question, GM delivered 600,000 or so vehicles in Q1. Is that worldwide or just the U.S.? I believe that's the U.S.,

if if total tesla seems to be catching up uh they're catching up regardless but i think that's 600 thousands would be the us right yeah but at the same time gm is like the us is their biggest market by a long shot right but china is also china has joined ventures for gm unlike all right so

George Cintron is not a Mercedes fan. He's had a Mercedes. They're just maintenance sponsors, and I don't see anything changing with their AVs.

I don't know how much of that is Mercedes' fault, which I'm sure there's some issues with that sometimes for sure. And how much is the dealership model's fault? Because I've heard some horror stories about just dealership. When you think you have a Mercedes owner, he's rich. I can just charge him a bunch of things just to make money off of them. And it's easy to do that apparently. Yeah.

All right, George Cintron. Hopefully Lucid makes it through production hell because they make one hell of a vehicle. I agree. I need to get inside a Lucid here. I talked to them a few months ago and then they just stopped talking to me. I would like to test one because I've heard good things and I've heard bad things. I know Scooter liked it when he did his review and you enjoyed it too.

But I've been hearing from other people that it's not all that. So I would like to get my own opinion on it. Got to get your own opinion. All right. Question. What's your take on subclinic anode technology? Will it be able to scale? Will it have adequate cycles? Which company is most likely to succeed?

We've been hearing some good things. It's still early days in terms of volume production on that. But it does sound like it's going to be in the mix of things. It's going to be an healthy mix of silicon anode and then natural anodes. So I won't weigh insurance into saying which company is going to be able to succeed.

But from the kind of investments that have been going into that sector lately and already some production happening and whatnot, I think it's going to be in the mix of things, but it's going to be part of the supply chains. All right. One more comment. George Cintron, contrary to popular belief, the real answer to most EV drivers isn't charging infrastructure. I'm already in disagreement, but range. With more range, there's almost no need to charge at a DC fast charger.

Well, that's so untrue because if you do have like home charging, then yeah, they don't need that much range. But then if you don't have access to motor charging, you do need a lot of range and DC fast chargers because you won't just go to a charging station and wait the whole day to charge your car. So you need everything. You need all these solutions. You need a nice mix of them depending on the market and whatnot. Yeah.

But yeah, we don't really need EVs with longer range than we have right now. On average, they will go up on average. But on the top end...

The range we have right now, I think that will stay for the most part the top end. There's going to be a few other EVs that come up as flagship vehicles that are going to be way more expensive, like a roadster type vehicle that can get 600 miles of range and whatnot. Sure. But that won't be the bulk of the long-range EVs. The bulk of the long-range EVs are going to be 300 to 400 miles EVs.

Then you're going to get most EVs are going to be at the 200 miles range. And then you're going to get even a few EVs under 200 miles for city driving. And then you need a bunch of charging infrastructure solutions from city charging to long distance DC fast charging to destination charging and all that. It's not that complicated.

Yeah, I mean, think about, you know, if you want to go 500 miles on a charge, that's great. That's eight hours without going to the bathroom, without stretching your legs, without moving around. If you could go 300 miles and, you know, that's what, five hours or something, that's pretty good time between charging stops. And if the chargers are everywhere and they're very fast and your car charges in 15 minutes,

that's kind of what you're describing like a gas powered vehicle like you're describing what we've been using forever like this is exactly this is not an acceptable solution now that we're electric for some reason yeah and it's also why gas cars don't have 80 gallon tanks like they could put an 80 gallon tank in a gas car but no one's going to use it you're just going to be carrying that gas and losing efficiency for the first part of it right and that's the other thing like the lucid air does a really good job of

schlepping around a 100 what 30 kilowatt hour battery but like i i only have like a 70 kilowatt hour battery in my model three and i'm like why am i carrying around 300 miles of range i go like 10 miles a day like i don't need that so i think as people get used to evs it'll kind of

turn into that. Or maybe some people out there really need the range and they can fill up their trunk with batteries. Yeah, so that's the thing with the whole day's in Toronto here. Maybe your way of using cars, it makes more sense for you to have a longer range. And that's why you have a Lucid Air GT, by the way. Congrats. It's a beautiful car. But based on the... We're talking about how most people use their cars. From the way most people use their car, we need...

a bunch of different charging solution. And for the most part, the range on the single charge is not that important for the most part. All right. We're, we're nearing the end here. Mark Webb kind of comments. I'd rather have an efficient 800 volt Tesla with the same size battery as now faster charging. That makes a lot of sense. And yeah, I mean, that's, we're so close right now to like, when you take the whole package together, I think electric vehicles or a better product,

than a gasoline car as a whole when you compare them uh then they are but you you can look at each point of each one as saying like there's pros and cons and so they have there's pros on the gasoline side and there's cons on the ev size but as a whole i think the evs are already way better but yeah i think with with just a few little improvement like

a 800 volt system with the efficiency that Tesla is already known for ability to charge just a tiny little bit quicker then you eliminate those cons versus the pros of the gasoline cars and then it's game over basically because there's no like right now

there's no one that I really can sit down with that tells me that they don't believe in an electric car. There's no one that I cannot convince, but you have to give me some time. I have to work a little bit, but soon enough with all the new vehicles coming up, all the big improvements, it's going to be so easy. It's going to sell themselves. I think that's it for us this week. It's just a conversation. I'm throwing it up there. Perfect.

uh, we went a little bit long this week, so I appreciate every single one of you that is still watching right now. Uh, thank you very much. If you do enjoy the show, if you can give us a thumbs up, uh, and a subscribe, that would be extremely helpful. We have more videos coming up soon. I think I'm just getting my footage now from the electric snowmobile. So I'm going to be able to post that soon. Um, also have an interview with the CEO of Tiger, Sam Bruno. So if you're interested in that, you can, you can be able to check that out. And, um,

If you are listening on your podcast app, if you can give us a five-star review on your app, that would be super helpful. Free to do, take a moment and helps the show a lot. So I appreciate every single one of you. We're going to see you same place, same time next week. Have a fun one.