Everything Electric Podcast Toyota's Hit EV? EU's China 'Crisis?' & Tesla Value Questioned?
Dec 4, 2025
Delve into the electrifying world of automotive innovation! Toyota's $15,000 EV success in China raises questions about global strategy. The EU faces pressure from Volvo and Polestar to uphold ambitious 2035 goals, while German manufacturers risk losing ground to China. The debate heats up as Michael Burry critiques Tesla's soaring valuation and its future shift toward robotics and autonomy. Plus, discover the surge in commercial electric vehicles with Royal Mail's new HGVs. A thrilling exploration of the industry's transformation!
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Quentin Wilson's Funeral Reflected EV Community
- Imogen and Dan attended Quentin Wilson's funeral and noted the large EV presence in the car park.
- They reflected on his advocacy and commitment to promoting EVs over many years.
Toyota's China Win Could Drive Global Shift
- Toyota's low-cost BZ3X is selling strongly in China and outselling many foreign EVs there.
- Success in China could pressure Toyota to accelerate global BEV plans rather than justify delays.
Compete Fast — Don't Lobby To Delay Change
- Legacy automakers should stop lobbying to slow electrification and compete on product instead.
- Competing now, not delaying, reduces the risk of losing share to agile Chinese manufacturers.
