In this episode of Kilowatt, Bodie dives into a whirlwind of EV news, touching on updates from Volkswagen, Lucid, and BMW. Volkswagen is reintroducing physical controls in the 2026 ID.4 and phasing out its confusing ID-number naming system in favor of classic car names. Lucid makes waves with European orders for the Gravity SUV and announces plans for a more affordable $50,000 EV SUV based on its rugged Gravity X concept. Meanwhile, BMW unveils the stunning iX3, built on a clean-sheet EV platform, sporting a panoramic interior screen and next-gen controls. Bodie also reflects on his time constraints, upcoming interviews, and a whirlwind San Diego trip—all while remaining committed to delivering high-quality content to listeners.

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• VW Admits Defeat: New ID.4 Will Have Physical Controls and 'Completely Different' Design
• Volkswagen Has A New Plan For EV Names. Here's What Comes Next
• Lucid Gravity Grand Touring Orders Open In Europe
• Lucid Gravity Buyers Still Get $7,500 After September 30
• Lucid Confirms New $50,000 EV, and We Know What It Looks Like
• BMW iX3

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In this episode of Kilowatt, we dive into Elon Musk’s ambitious new Tesla pay package that could reach an unprecedented $1 trillion in value—if the company hits its lofty goals. We discuss what this means for Tesla’s future, shareholder reactions, and how it ties into the company's broader Master Plans. From controversial compensation to the ethics of corporate incentives, we unpack the key details and implications for Tesla and the EV industry.

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News Links:

• 📄 Tesla’s Master Plans
• 📰 Elon Musk's New Pay Plan Could Make Him a Trillionaire (Teslarati)
• 🚨 Tesla Board Offers Musk a $1 Trillion Package (Electrek)

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In this episode, we cover several key developments in the EV and clean energy world. We start with a look at Tesla’s latest software updates and how they could change the driving experience for owners. Then we shift to the broader EV market, including updates from Ford and GM, and the challenges they’re facing with scaling production. There’s also discussion on EV incentives, policy shifts, and how consumer adoption trends are shaping the industry. We touch on the latest charging infrastructure news, exploring where progress is being made and where gaps still exist. Finally, we wrap up with a look at international developments in the clean energy transition and what they could mean for the future of transportation.

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• Rivian's Q2 2025 Earnings Call

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Description:

In this episode of Kilowatt, we dive into Tesla’s latest moves and other industry updates. Tesla has officially launched the Cybertruck in South Korea, marking a bold step into a new market. We also explore a new Tesla tool that will allow owners to submit feature requests directly—demonstrating Tesla's commitment to user feedback. Recent IIHS data reveals that Teslas are among the least stolen vehicles in the U.S., which we unpack along with Tesla’s consideration of a major Model Y pricing change. Plus, we cover the extension of the EV tax credit deadline and take a look at 2025 mid-year EV and car sales across Europe. And finally, we wrap up with news of a new Tesla feature designed to reduce phantom battery drain.

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News Links:

• Tesla Launches Cybertruck in South Korea
• Teslas Are the Least Stolen Vehicles in the US, New IIHS Data Reveals
• Tesla Building Tool for Owners to Submit Feature Requests
• Tesla considers making a big move with Model Y pricing as demand is skyrocketing
• Trying To Buy An EV Before The Tax Credit Ends? You Just Got Some Extra Time
• 2025 (Half Year) Europe: Car and BEV Sales by European Country
• Tesla offers new feature to save battery and reduce phantom drain
• 2026 Kia Carnival Hybrid SX

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Episode Summary:

In this episode of Kilowatt, we analyze Lucid Group's Q2 2025 earnings call, featuring insights from interim CEO Mark Winterhoff and CFO Tawfiq Usaid. We explore key updates, including a remarkable 38% increase in vehicle deliveries year-over-year, alongside a notable partnership with Uber and Neuro to develop a next-gen premium robotaxi, highlighting Lucid's vision for the evolving electric vehicle landscape.

Winterhoff discusses the company's strategic goals, focusing on manufacturing excellence and enhancing autonomous driving features amidst challenges like supply chain bottlenecks and tariff impacts on margins. The episode also examines marketing strategies and brand loyalty, particularly relating to new ambassadors, while revealing the financial pressures Lucid faces, including a concerning gross margin. As we reflect on Lucid's aspirations for a more affordable midsize vehicle, we consider the competitive landscape and Lucid's unwavering commitment to innovation in the electric vehicle market.

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• Lucid Motors Q2 2025 Earnings Call

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Episode Summary:

In this episode, I explore Ford Motor Company's Q2 2025 earnings call, focusing on their $50 billion revenue and the impact of tariffs on their financial strategies. I highlight Ford's leadership in electrified vehicle sales and discuss the balance between legacy and electric offerings. We also examine Ford's Model E initiatives and autonomy strategies, including Blue Cruise. I provide a concise overview of Ford's financial health and outlook as they navigate the evolving automotive landscape toward sustainability.

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• Ford Q2 2025 Earnings Call – Official Source

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Episode Summary:

In this episode of Kilowatt, I discuss the latest in electric vehicles (EVs) and renewable energy, starting with Lucid Motors' teaser for a new off-road EV concept. I share the unfortunate closure of Sono Motors and their auction of components for DIY enthusiasts. I analyze the Sony-Honda collaboration on the Afila One, a premium EV entering pre-production despite concerns over its price. I also cover Ford's "Model T moment" and their Universal EV Platform, expressing disappointment in the unveiling while cautiously optimistic about its potential. Updates on the NEVI federal EV charger funding round out the show. In closing, I reflect on the shifting EV landscape and the importance of collaboration, technology, and government support in shaping the future of transportation.

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News Links:

• Lucid is about to reveal a 'bold' new EV concept this week
• This Solar EV Was Touted As A Revolution. It’s Now Being Sold For Under $1,000
• Sony and Honda’s First EV Enters Pre-Production in Ohio
• America's Federal EV Charger Funding Isn't Dead After All
• Ford’s $30,000 Electric Truck Will Change Everything
• Ford Model T

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