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263: Slate's Biggest Competitor

263: Slate's Biggest Competitor

The Watt Car EV Podcast Mar 26, 2026 55 min
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About this episode

Fuel prices, EV adoption, and the long game of automakers take center stage. Hosts debate a think-tank claim that EVs have already displaced most Persian Gulf oil flows, then zoom in on what today’s $6+/gal diesel means for drivers and whether it will meaningfully accelerate EV sales. The Tesla Semi’s delayed production gets fresh attention via Jay Leno’s drive, with aerodynamics and cost-of-ops claims discussed. Other segments cover Lexus’ ES EV plan, Toyota’s hybrid-first strategy, Bentley scaling back EVs, range-testing realities, and a quirky Tesla patent idea for towing a battery.

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Technical Too Afraid to Ask
Term

87 octane

"...now the case with diesel gas, the diesel fuel, I'm definitely being proved right going with something that takes 87 octane..."

Octane is a rating for gasoline that helps prevent the engine from “knocking.” They’re saying their truck can run on 87-octane gas.

Concept

diesel price

"So you want to care to guess the diesel price I saw a few days ago? ... the price I found as of, I think about three days ago, 745 a gallon for diesel in the Monterey area."

They’re talking about how expensive diesel fuel is right now. Even if you drive an EV, fuel prices can still affect the cost of everything else.

Car

Mercury Monterey

"...ut three days ago, 745 a gallon for diesel in the Monterey area. I think that's on the high side."

The Mercury Monterey is an older-style vehicle name. In this podcast, it’s mentioned while talking about how expensive diesel fuel is in a specific area. The point is about fuel cost, not electric charging.

Company

GasBuddy

"I looked on gas buddy and I think it's like around mid to high six. ... This is kind of the consensus around here, but yeah, that's where we are."

GasBuddy is a website/app where people share gas prices. The hosts used it to check what gas costs near them.

Concept

EVs

"Which is claiming EVs have already displaced 70% of the oil coming out of the Persian Gulf for whatever that's worth. I guess the point being greater adoption of EVs would lessen the price shock and economic kind of ripple effect of high fuel prices."

EVs are cars that use electricity instead of gas. Because they don’t burn gasoline, they can reduce how much oil people need to buy and import.

Concept

Southeast Asia

"[357.7s] And they also note the market uptake in some developing countries have gone up pretty considerably for EVs, specifically Southeast Asia. [369.5s] It's like it's on the double digits."

Southeast Asia is a region of multiple countries that the speakers call out for rising EV uptake. This matters because EV growth outside the U.S./Europe can shift global demand for batteries, charging infrastructure, and energy policy.

Concept

EV adoption

"[385.4s] How did EV adoption change? [389.0s] How did certain countries change? [391.4s] Did it jumpstart anything?"

EV adoption just means how many people are starting to buy and drive electric cars. The discussion is about whether world events could make that happen faster or slower.

Concept

gas lines

"[464.7s] We produce very little of our own relatively compared to Saudi Arabia, Middle East, so forth. [472.8s] So when, you know, Middle Eastern countries cut off our oil, those gas lines were not fake. [479.7s] There was literally no fuel."

“Gas lines” refers to long queues at fuel stations during shortages or supply disruptions. The episode contrasts the 1970s—when the U.S. was highly dependent on imported oil—with today’s situation to illustrate how energy security affects consumer behavior and policy.

Concept

energy market is global

"[485.5s] Today, we've got plenty. [487.5s] It's just that the global, the energy market is global."

The energy market is global means oil and fuel are bought and sold across countries. So even if one place has enough fuel, events elsewhere can still affect prices and supply.

Term

on the freeway

"Well, not quite, but on the freeway. [587.8s] Fair enough. [589.2s] I mean, the Corvette was there."

Gas mileage changes depending on how you drive. Highway driving is usually smoother and can get better mileage than stop-and-go city traffic.

Concept

cab over design

"They seem to run a cab over design more. And I thought that that was for overall length requirements."

Some trucks are built so the driver sits more forward, closer to the front wheels. That can make the whole truck shorter, which helps in places with stricter length rules or narrow roads.

Term

drag coefficient

"But anyway, so they're claiming a drag coefficient of about 0.40, which is actually really impressive because that's actually even a little better than like a Ford F-150 Lightning."

Drag coefficient is a number that tells you how “slippery” a vehicle is through the air. A lower number usually means the car wastes less energy fighting wind.

Concept

coast to coast MCS charging

"If we had coast to coast MCS charging, then yeah, say great. But yeah, we I'd say probably at least a decade out from from that being a reality."

“Coast to coast” means chargers across the whole country. The idea is that if fast chargers were common everywhere, long trips in EV trucks would be much easier.

Concept

torque

"They said these have been well received by drivers. They like the they like the torque."

Torque is the force that helps the vehicle get moving. Electric motors can deliver that force right away, so the truck can feel like it accelerates quickly.

Term

AC

"But for between 25 or slate, let's say like 3233 for the Ford with power windows, AC, you know, all the bells and whistles."

“AC” is the car’s air conditioning. The host is basically saying the Ford would come with comfort features included.

Term

power windows

"But for between 25 or slate, let's say like 3233 for the Ford with power windows, AC, you know, all the bells and whistles."

Power windows are windows you can control with buttons instead of cranking by hand. The host is saying Ford would include features like this.

Concept

home charging

"They only just managed to get it so they could park their Model 3 on the driveway again so they can charge the thing at home."

Home charging means plugging the electric car in at your house. It’s convenient because you can start each day with a fuller battery instead of hunting for chargers.

Concept

range anxiety

"So she's got range anxiety. So they're going to buy her a gas car."

Range anxiety means feeling nervous that your electric car’s battery won’t last long enough. It usually happens when you can’t charge at home and have to depend on charging stations.

Car

Ioniq 6

"Costs more to recycle the Ioniq six was kind of an oddball. I mean, I thought it was kind of cool. They did it, but it was like, you know, anyway, I kind of view the Ioniq six as a potential future car for me."

The Hyundai Ioniq 6 is an all-electric car (a sedan). They’re talking about whether it could be a good option for someone later, depending on how the market treats it.

Brand

Bentley

"Speaking of luxury EVs, this one is maybe a little more luxurious, I'd say. Now, Bentley is reading different tea leaves. Yeah. Because they're killing four out of their five planned EVs..."

Bentley is a luxury car brand. They were planning to sell several electric cars, but they’re now dropping most of those plans.

Brand

Ferrari

"But Bentley, Lamborghini, Ferrari, Rolls Royce, the high high end, I think they can get away [2114.3s] with selling gas."

Ferrari is a famous Italian sports-car brand. They’re using it as an example of a brand whose fans still want the traditional gas-car experience.

Brand

Lamborghini

"But Bentley, Lamborghini, Ferrari, Rolls Royce, the high high end, I think they can get away [2114.3s] with selling gas."

Lamborghini makes very flashy, high-performance cars. The discussion is about whether brands like this can keep selling gas cars because their customers want the “show.”

Term

cylinder count

"[2178.0s] Well, for some four and a half million dollar car. [2180.8s] For some people, cylinder count is still kind of a thing. [2184.0s] I mean, I even remember like in the 2010s when there was this big trend toward downsizing,"

Cylinder count is how many cylinders an engine has. Some people still see a higher cylinder number as a sign the car is more special or more powerful.

Concept

downsizing

"[2184.0s] I mean, I even remember like in the 2010s when there was this big trend toward downsizing, [2191.1s] even going from like V6s to turbo fours, you know, there was a little bit of pushback [2197.8s] to that."

Downsizing means using a smaller engine but using technology like turbocharging to keep it feeling fast. The hosts are saying some people didn’t like it because they thought the cars lost character.

Term

four banger

"Oh, it's only got a four banger and they're like, well, it's just as fast and gets better fuel economy and blah, blah, blah, and they're like, oh, I don't care."

“Four banger” just means the car has a four-cylinder engine. The point here is that a smaller engine can still be fast and use less fuel.

Term

V10

"I tell you, we talked, we started this talking about my truck and I can tell you because I've got the V10... And I go, no, it's a V10 and even non car people exactly."

A V10 is an engine with 10 cylinders. It’s usually associated with higher performance, and the speaker is saying people notice it even if they don’t know much about cars.

Concept

EPA test

"Well, this gets back to like the whole, like the EPA is a very specifically defined test. So you can, if you specify specifically to that test, it'll do really well on that test, but real world could be very different."

The EPA test is a standardized way the government measures how efficient a car is. For EVs, that includes an estimated driving range. Real life can be different because weather and how you drive can change results.

Concept

kilowatt hour battery

"he said he thought the ideal EV was one with like a 30 kilowatt hour battery and 150 mile range, which seems really weird for Lucid because they're known for like, you know, these super long ranges."

A kilowatt-hour (kWh) is how much energy the EV battery can store. More kWh usually means more potential range, but it’s not the only factor.

Car

Corvette

"But one of the guys, he had an old Corvette and he had a trailer, a utility trailer that he towed behind it that was nothing but a giant gas tank."

A Corvette is a high-performance sports car from Chevrolet. In this story, someone set it up so it could get fuel from a trailer while driving.

Concept

patent everything

"[3083.0s] This is I mean, they just patent everything. [3085.0s] I guess that's the answer. [3086.6s] You just patent everything. [3089.2s] But this it still costs you like ten thousand dollars to do a patent."

It means a company tries to lock up lots of ideas with patents. The point being made is that patents can be expensive, and spending on them might not lead to a real product.

Term

ground clearance

"It's as tall as the roof of the cyber truck and the ground clearance. This is like an this is like an off road trailer."

Ground clearance is how much space there is between the bottom of the vehicle and the ground. More clearance usually means it can handle bumps and rough roads better.

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