Hubris, Broken Promises, and an AI Pivot

Description:

In this episode of Kilowatt, Bodie dives into a whirlwind of EV news, starting with the surprising pivot of the Sony-Honda joint venture away from EV production and toward AI assistants. We explore the shifting market dynamics in the UK, where EV prices have officially dipped below those of gas cars, and examine Ford CEO Jim Farley’s warnings about the "existential threat" of Chinese automakers. The episode also covers Slate Auto’s massive funding round for its modular electric pickup and the growing controversy surrounding Donut Lab’s solid-state battery claims. Finally, we look at Tesla’s latest Spring Update and the legal stir caused by FSD trials in the Netherlands for Hardware 3 owners. It’s an action-packed look at the friction between legacy auto and the next generation of tech.

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News Links:

• Tesla’s Spring Update 2026 Changes How Your Car Feels Overnight
• Ford CEO says Chinese EVs would hit the heart and soul of the US
• Tesla Model S/X Signature Edition Orders Require No-Resale Agreement
• Slate Auto Raises $650M as $25K Electric Pickup Nears Launch
• Tesla expands Unsupervised Robotaxi service to two new cities
• Tesla is pushing Robotaxi features to owner cars with Spring Update
• Sony and Honda shift focus to AI and tech after EV plans collapse
• Donut Lab's 'miracle' solid-state battery is fraud, says insider
• Tesla Launches Free FSD Trials in the Netherlands
• In the UK, EVs are cheaper than petrol cars, thanks to Chinese competition
• Here Are the 10 Cheapest New Cars You Can Buy Right Now

*Show Art Created By Gemini

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