From InsideEVs.

This week, Tim is joined by InsideEVs Deputy Editor Mack Hogan. They discuss why there’s way too much capacity to build EV batteries, and what happens next. Tim spent a day with the folks at Rivian and Volkswagen Group Technologies and shares an update on how that joint venture is going. Plus, leaders of Tesla’s Model Y and Cybertruck programs just quit, right after Elon Musk got his $1 trillion pay package.

We Built Too Many EV Battery Factories. Here’s What Happens Next
https://insideevs.com/news/778532/battery-capacity-outpacing-demand/

The Rivian-Volkswagen Partnership Will Go Even Further Than We Expected
https://insideevs.com/news/778750/rivian-volkswagen-joint-venture-strong-progress-evs/

The Tesla Cybertruck And Model Y Bosses Both Just Quit
https://insideevs.com/news/778529/tesla-cybertruck-model-y-executives-exit/

Elon Musk Isn’t Going Anywhere
https://insideevs.com/news/778231/tesla-shareholder-vote-elon-musk/

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00:00 The Battery Capacity Conundrum
12:30 Rivian and Volkswagen’s Strategic Partnership
21:55 Volkswagen’s EV Strategy and Partnerships
24:03 Rivian’s Role in Volkswagen’s Future
26:05 Software Development and Over-the-Air Updates
28:46 Rivian as a Potential Tech Licensor
31:51 Challenges of Licensing Technology in the EV Market
35:54 Tesla’s Leadership Changes and Company Culture
44:22 Elon Musk’s Trillion Dollar Pay Package
52:26 EV Market Trends and Waymo’s Expansion

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