Send us a textSales growth of electric vehicles has slowed dramatically this year. Tesla delivered 20% fewer cars in the first quarter of 2024 than in the prior quarter, and BYD who was previously the world’s biggest EV maker saw sales decline more than 40% over the same period.BYD’s EV sales were still up 13% when compared to the same quarter a year earlie ... Show More
Oct 25
Who Really Pays for AI Data Centers?
Americans now oppose new AI data centers by roughly three to one, ranking them below coal plants and nuclear power stations, and towns across the country are passing moratoriums faster than tech companies can build. In this video, I look at the data center backlash: what holds up ... Show More
29m 18s
Oct 18
Did Ukraine Just Bomb the Russian Bots?
In October 2026, Ukrainian drone strikes knocked out three of Yandex’s six major data centers, and a viral chart claimed that Russian bots had vanished from social media overnight. They hadn’t. In this video, we look at what the strikes actually hit: Yandex’s search crawlers, Rus ... Show More
36m 23s
Jan 2024
The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
<p>Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.</p><br><p>In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ... Show More
41m 39s
Jan 2024
EV Boom’s Road Gets Bumpy, and So Goes Apple, So Goes The Market? 1/5/23
<p>Electric vehicle demand stalling out? A look at how much juice is left in the trade. Plus, Wall Street kicks off the year in negative territory - with Apple among the biggest losers. The “Fast Money” traders analyze the big moves, and deliver their top plays.</p><p> </p><p><a ... Show More
44m 40s
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ... Show More
49m 26s
Jun 2024
The Electric Vehicle Revolution Isn’t Dead—It’s Just Recharging
<p>Brian Collie, BCG’s global leader for the automotive and mobility sector, explains that price and range anxiety remain as barriers to adoption of electric vehicles. Even so, recent BCG research in the US found that nearly 40% of surveyed consumers are considering a switch to e ... Show More
19m 30s