Episode Description:

In this episode of Kilowatt, Bodie covers the latest EV and Tesla news, including a major milestone as electric vehicles outsell gas cars in Europe for the first time. He breaks down what’s coming in the EV market for 2026, discusses Tesla’s shifting strategy, and examines the impact of removing basic Autopilot features from new vehicles.

The show also takes a skeptical look at bold solid-state battery claims promising ultra-fast charging, along with updates on Tesla’s new R&D facility near Fremont. Bodie wraps up by sharing thoughts on the future of the podcast and inviting listener feedback as the show continues to evolve.

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Tesla Autopilot, FSD & Robotaxis

• Tesla receives approval for FSD Supervised tests in Sweden
• Tesla Removed Autopilot. The Data Says Safety Wasn’t Lost
• New Teslas No Longer Come With Autopilot, Only Cruise Control
• Elon Musk Doubles Down on FSD Approvals for Europe and China
• China shuts down Elon Musk’s claim that Tesla FSD will be approved next month
• Tesla Robotaxis Now Cover 50% of the USA
• Tesla didn’t remove the Robotaxi safety monitor—it moved them to a trailing car

Tesla Business & Strategy

• Tesla fared worse than any automaker in the EU in 2025, even as EVs outsold petrol
• Tesla leases new 108k-sq-ft R&D facility near Fremont Factory
• Tesla quietly starts shipping Model Y with new AI 4.5 computer

EV Market & Industry Trends

• EVs Just Outsold Gas Cars in Europe for the First Time
• 10 EVs That’ll Shake Things Up in 2026

Battery Technology

• The First Production-Ready Solid-State Battery Promises 5-Minute Charging

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