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Lucid Motors Smashes Delivery Records in Q3 2024, Faces Production Hurdles
GM

GM Poaches Lucid’s Strategy Chief, Replacing a Tesla Exec Who Lasted Two Years

General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join GM on March 1 as deputy chief financial officer and vice president of strategy, corporate…

China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

BYD vs. Tesla: How China’s EV Giant Doubled Exports While Western Automakers Retreated

A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…

Renault Kills Ampere: New CEO Dismantles De Meo's EV Spinoff in Latest European Retreat
Renault

Renault Kills Ampere: New CEO Dismantles De Meo’s EV Spinoff in Latest European Retreat

Renault SA plans to reintegrate its Ampere electric vehicle and software operations back into the parent company, reversing a strategy that never delivered the €10 billion valuation former CEO Luca de Meo once promised investors. The French automaker is meeting with labor unions today to discuss the reorganization. Bloomberg reports that CEO François Provost is…

Ford and GM Spark Tesla's Charging Dominance. Tesla Model # Performance at a Tesla Supercharger location. Copyright EVXL.co
Model 3

EV Battery Degradation Study Reveals The Real Threat Isn’t Your Battery – It’s How You Charge It

For years, the biggest anxiety holding back prospective EV buyers wasn’t range – it was battery degradation. We’ve been covering this concern since EVXL’s founding, watching the narrative shift from “EV batteries die after 5 years” to something far more nuanced. Now, a comprehensive new study from fleet telematics company Geotab analyzing over 22,700 electric…

BMW Electric M3 Reveals What Performance EVs Will Actually Cost Enthusiasts
BMW

BMW Electric M3 Reveals What Performance EVs Will Actually Cost Enthusiasts

Four motors. No mechanical differentials. Software controlling every wheel independently. BMW just revealed the technical details behind its first fully electric M car, and while the spec sheet promises revolutionary performance, the real story is what this architecture means for the future of the driving experience that M badge buyers actually pay premium prices for.…

Lucid Reveals 2026 Software Roadmap After Engineering Explained's Viral Complaint
Lucid

Lucid Reveals 2026 Software Roadmap After Engineering Explained’s Viral Complaint

After a million people watched Jason Fenske document his frustrating Lucid Air ownership experience, Lucid didn’t just apologize. They gave the Engineering Explained host an insider preview of their entire 2026 recovery plan. The reveal includes UX 3.0, a complete user interface overhaul coming in early fall 2026, plus vehicle-to-home backup power that doesn’t require…

Elon Musk's '5x Value' Self-Driving Math Has a Fatal Economic Flaw
Elon Musk

Elon Musk’s ‘5x Value’ Self-Driving Math Has a Fatal Economic Flaw

I keep seeing Elon Musk’s 2022 Baron Conference clip resurface on X, where he explains why Tesla is a better investment than Mercedes-Benz using “net present value of future cash flows.” The same argument he made at the March 2025 All-Hands meeting when Tesla stock was down 40%: “It’s very difficult for people in the…

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
Elon Musk

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech

ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…

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