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Rivian’s 2025 Sales Were Meh — But Here Comes 2026!
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Rivian has released its 4th quarter and full-year 2025 production and delivery figures. There’s nothing particularly exciting or uplifting about them.…
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From Soviet Fields to US Committees: The Return of Institutionalized Untruth
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On December 30, a little noticed federal vaccine advisory meeting took place in the United States. It was scheduled between Christmas and New Year’s,…
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What Would A SpaceX Public Offering In 2026 Look Like?
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The news headlines this morning celebrated the inauguration of New York City Mayor, Zohran Mamdani. During his inaugural address the Democratic Socialist…
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NIO Explodes Through New Year, 55% Growth in December
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NIO didn’t have the strongest start to the year in 2025. But it finished with a bang. The last four or five months of the year were huge for NIO.
In…
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XPENG Sales Rise 126%, from 190,068 to 429,445
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XPENG had a banging blockbuster year in 2025. It grew 126% from 190,068 vehicle deliveries in 2024 to 429,445 vehicle deliveries in 2025.
Most of its…
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BYD New Global BEV Sales Leader, Displacing Tesla
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Five years ago, Tesla was the face of the EV revolution. No other company came close. CEO Elon Musk was dancing and prancing as he predicted Tesla would…
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BYD’s BEV Sales Grew 28% In 2025, But Dropped 8% In December
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It’s a mixed result for BYD at the end of the year. The big headline is that the company passed up Tesla in annual BEV (fully electric vehicle) sales.…
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AI & Its Discontents – Part One
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In December, I noticed there were a lot of stories about AI — the misleading label given to large language model (LLM) computer programs that sort through…
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One Step Closer To The Compostable EV Battery Of The Future
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The Intertubes lit up earlier today with news of a new, compostable “paper battery” introduced by the Singapore-based startup Flint. The new battery aims…
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Tesla Sales Down 10% Since 2023 — CHARTS
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Tesla has released its 4th quarter and 2025 vehicle delivery data. It was strange a few days ago that the company released consensus Wall Street analyst…
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