Everything Electric Podcast Reeves ruins EVs? Porsche envies Hyundai? Is XPeng the new Tesla? | Everything Electric Podcast
Nov 27, 2025
Dive into the electrifying world of EVs as industry experts unpack key trends and market shifts. XPeng celebrates a million cars sold while venturing into robotics. Discover why Porsche is envious of Hyundai's Ioniq 5N and hear about the rising popularity of fun performance EVs. The discussion also tackles the UK's evolving budget and pay-per-mile proposal, examining its impact on drivers and EV adoption. Get ready for a mix of tech insights and automotive excitement!
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XPeng: More Than A Carmaker
- XPeng is evolving beyond cars into robotics, autonomy and software, making it more of a tech platform than a pure automaker.
- Dan Caesar argues this breadth positions XPeng like Tesla in tech ambition and market scope.
The Tech Versus Legacy Split
- The EV transition is splitting automakers into 'tech-first' newcomers and legacy carmakers with tech layered on top.
- Imogen argues new entrants can native‑build tech while legacy OEMs struggle with legacy structures.
Policy Consistency Drives EV Adoption
- UK EV uptake paused 2022–2025 due to subsidy and mandate changes, but recent policy has reignited growth.
- Dan and Imogen note consistent long-term policy (like Norway or China) drives stable adoption far better than on-off incentives.