EV and Autonomy State of the Union

Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellit ...  Show more

Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it ...  Show more

Tesla’s robotaxis are coming to Austin this summer. Waymo is already logging 250,000 driverless rides per week. And thanks to loosened U.S. regulations, the race to dominate autonomous vehicles just hit a new gear. This episode breaks down the major players and the strategies pow ...  Show more

We talk about electric cars quite a lot on this podcast, but this week, we're moving to two wheels as LiveWire — the electric motorbike spinoff of Harley Davidson — gets set to go public via a SPAC.

In this episode, we also talk about:

Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political c ...  Show more

Self-driving cars have been on the horizon for quite some time. But, they might actually be here.

We got to ride around in one all over San Francisco with Waymo’s Chief Product Officer, Saswat Panigrahi.

We discussed so much, including the five levels of autonomy, ...