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For the first time, Musk concedes "blowback" from his politics, but blames it on those responsible for waste and fraud in government.

Musk promises to step back from Doge activities next month, reducing that to a day or two a week, and returning to Tesla. This is a concession to investors.

Musk unrepentantly pugnacious regarding his intention to continue working with Trump, only fewer days per week. Dismissive of the challenge facing Tesla.

Musk: the first "robotaxi" in Austin in June will be the Model Y with unsupervised FSD.

Musk clarified a thing or two this week--the "Robotaxis" to be released in June will be Model Y's, not Cybercabs, and he steered well clear of promising unsupervised FSD. The Electric. theinformation.com/articles/elect…

Ford and China's CATL made rival claims in long-sought batteries: Ford with a big breakthrough in cheap manganese batteries, and--widely missed--CATL with four anodeless lithium metal batteries. The Electric. theinformation.com/articles/elect…

Missed I think by everyone, and not well-explained by CATL: The Chinese company has launched into holy grail lithium metal batteries--the ones can can take an EV 500 miles. Four variations—sodium ion, two LFP variants, and NMC. Details @ The Electric. theinformation.com/articles/elect…

Scoop: Vineet Mehta, a longtime Tesla veteran and director of battery technology and powertrain architecture, is leaving the company. He's the second member of Tesla's senior battery braintrust to leave the company in a year. theinformation.com/briefings/excl…

In his first 100 days, Trump clobbered EVs and cars generally--except for one segment: critical minerals miners and processors. Which isn't a perfect outcome for them, since demand for their product will be tempered. The Electric. theinformation.com/articles/elect…

Prediction: the super-smart Slate pickup sells in the zillions. wsj.com/lifestyle/cars…

The Electric: These U.S. Battery Companies Think Full-Throttle Tariffs Are Great Trump’s sky-high tariffs have triggered worries of a bloodbath in the EV and battery industries. But some U.S. companies are thrilled with the levies. Read more from Steve LeVine 👇

Epsilon Carbon—building a $650 million graphite factory in North Carolina—is among the vanguard of a US battery supply chain that enthusiastically supports tariffs as the leveling mechanism they need to compete with China. The Electric. theinformation.com/articles/elect…

Scoop: Tiny silicon anode developer Coreshell grabs gigafactory veteran Young-Duk Kim—head of the GM-LG Ultium battery plant in Tennessee—to set up its manufacturing operation. The Electric. theinformation.com/articles/exclu…

One by one, Western startups are shying away from making batteries, daunted by the scale and efficiency of Asia's giants. Three US gigafactory veterans weigh in on how the West can compete. The Electric. theinformation.com/articles/elect…

Scoop: Battery uncertainty hits silicon anode developers: Ten months after starting a pilot production plant, OneD Battery Sciences has shut it down, and CEO Vincent Pluvinage has stepped down. The Electric. theinformation.com/articles/elect…

Steve LeVine great article. you really captured the agony of scaling battery production. i hope the american contenders can make it.

If GM and Ford are successful, their EVs in a few years will be powered by cheap next-gen manganese-led batteries, undergirded by a mostly North American supply chain bypassing China's behemoths. The Electric. theinformation.com/articles/elect…

Fascinating chat between Kaya Yurieff and Jim Bankoff, Co-founder, Chair & CEO of Vox Media! They dove into Vox's strategic podcasting, flexible creator deals, and how they're navigating digital ad shifts and AI. More at: theinformation.com/?utm_campaign=… #futureofinfluence

Exclusive: In a war game this week involving an array of big thinkers on critical minerals, players sitting in for China heckled US negotiators and threatened a cyber attack. The Electric. theinformation.com/articles/exclu…

Exclusive: In a Critical Minerals War Game, China Gets Tough With the US In a scenario exercise on critical minerals, U.S. experts discover that China can play an extremely hard hand with the US in trade negotiations. Read more from Steve LeVine👇 theinformation.com/articles/exclu…