BMW iX3 Shocks With 500 Mile Range, Tesla’s Not-So-Subtle Hint at CyberSUV and GM Record EV Sales | 05 Sep 2025

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So I'll tell you the ironic reason a Dodge Charger Daytona EV was recently given a ticket.

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Now earlier this morning, at least my time,

BMW released the iX3 with a near on half an hour live stream.

The CEO Oliver Zipser on stage bringing out the BMW iX3

and revealing it to the world and it kind of shocked everybody

because it has 500 miles of range and 10 minute charging.

Let me explain.

BMW unveiled the first of their production, Neuerklasse.

The new class, the electric SUV, or SAV in BMW parlance,

built on a purpose design platform with 500 miles WLTP.

Now, EPA is going to be over 400, but EPA is always less.

That's over 800 kilometers, 400 kilowatt DC fast charging peak,

exceeding the capabilities of its rivals on pretty much all fronts.

It'll start at $60,000.

It starts at £58,000 here in the UK.

Oh, you're thinking, OK, but BMWs, you often have to hit the options list

a little bit to get the vehicle you want.

Yep, can't disagree with that, but that is, I think,

pretty aggressive pricing for the level of technology

that they're bringing to the market.

And it all depends as well on the monthly payments, doesn't it?

So the battery is a chunky boy.

It is 108.7 kilowatt hours.

It has cylindrical cells.

They're new 46XX format, different heights of cells,

depending on the type of vehicle it's going in.

Power wise, 463 horsepower for this initial version

that they are revealing.

So not to 62, 4.9 seconds, all wheel drive.

Will there be rear wheel drive versions?

Yes, will there be spicy versions?

Yes, but today they were talking about this version.

And big gains in energy density and cost efficiency.

Sixth generation BMW drive technology.

And so they say the vehicle allows for 230 miles of range

added in 10 minutes.

It's a really good way of thinking about electric vehicles

because range per time bakes inefficiency

because you can say, well, you know, the vehicle charges

at a very fast charging rate, but if it's really inefficient,

if it's a big old bus or something

and you're burning through the electrons,

well then you're stopping more often.

So miles per minutes is a really good metric.

I should be using it more, I've always said this

because it tells people how long do I need to stop for

and how much range do I get in that time.

And I'm really pleased BMW leaned quite heavily into it actually.

They could have gone big on the 400 kilowatts number.

It's a big number, by the way.

But they went with 230 miles of range,

just almost 400 kilometers in 10 minutes.

And of course that's all optimal if the temperatures are right

if the battery's conditioned, depending on state of charge,

when you turn up at the DC fast charger,

charging hardware you find.

IX3 supports bi-directional charging vehicle

to load vehicle to home vehicle to grid already.

The cabin has the new panoramic iDrive

with advanced computing power,

the new heart of joy supercomputer.

Well, four brains actually control

core vehicle and drive systems

for things like regen and better integration.

BMW says the new electronics will provide

more than 20 times the computational performance

of the current vehicles.

That's not just an iterative improvement.

A leap and a bound forward, isn't it?

Like 20 times, 20x, that's huge.

Neuer-classer runs on four super brains

that coordinate the in-vehicle communications,

the infotainment, the automation, the ADAS, core functions.

It's a truly software-defined vehicle.

BMW's first truly software-defined vehicle,

fewer controllers, if you like,

and more super brains.

Things that can be updated over the air.

Production starts before the end of this year

with European and U.S. market rollouts in 2026.

That's going to be made at their devil's end facility.

A China-specific version is being developed.

The XDrive 50, or maybe the 50XDrive,

however it is, is going to be available

in the U.S. first, starting at $60,000.

Here it hits the market at 58755

and it seriously undercuts

everything else in its class

for the level of performance.

So undercutting the Tesla Model Y,

performance undercutting the Audi Q6,

and only doing that cheaper,

depending on the options list that you go for,

but also doing it with insanely better specs,

way more range and way more charging,

and just a level of technology inside.

They haven't gone for just one big slab of screen.

They've gone for, I think, a nice size screen.

It's almost kind of squarish, actually.

Not a typical big portrait or big landscape screen.

They've gone really big on how much information

is projected onto the windscreen.

They call it the sort of that full-width view

that all the passengers can see, by the way.

They're calling it the panoramic iDrive.

And so they say the data that you need

displayed onto the or projected onto the inside of the screen

so you can carry on looking forward,

eyes on the road, hands on the wheel,

the data that you need when you need it.

And again, because it's BMW,

they leaned really into, you know,

their performance and experience of driving

in the launch of this.

EV sales momentum is increasing at BMW.

With battery-electric models,

about 18% of global deliveries in the first half of this year.

They made some big promises in 2021 at the IAA show,

and four years later, they have absolutely delivered,

I think, on these promises.

I've been saying that Neue Classe,

the last year or so, they've...

You know when a car company's really proud

of what they've done, because they've just been dropping

those sort of weekly teasers, hints,

bits of data here and there,

things like efficiency metrics, how much it's improving.

And these aren't, you know, 5%, 10%, 15% improvements.

They're massive jumps forward

in how much cheaper the battery is,

you know, 40% bigger battery,

but 10% less vehicle weight.

All these little things that we talk about

in terms of efficiency, they've absolutely nailed.

Everyone makes big promises.

That's the job of a CEO,

is to convince everyone to get in line,

blow her or his lead, and I know where the company's going,

and vision and stuff like that,

but they did make some big promises four years ago.

I think they've absolutely smashed it with this.

Plus, IX3, you know, the X3 is a really important vehicle

for BMW.

It is the perfect SUV, SAV in their language,

segment vehicle in terms of affordability,

family size, not too big, not too small.

It's going to be a massive seller for BMW.

At the end, they bought out the I3.

Not the I3 that you think, and I think of the I3,

when I say BMW I3, but the new I3,

which is, it's a three series,

and it is, I think, a perfectly proportioned three series.

Now, I love driving saloons and sedans.

I'm not an SUV fan.

I don't own one.

I own plenty.

I own plenty of kind of crossover sized vehicles.

It's just not for me.

I'd just prefer an estate car

if I've got to put some stuff in the back.

And so, this is, for me, again, subjective.

It's under camouflage still,

but it looked perfectly proportioned.

If you like three series kind of style vehicles,

they haven't gone wild and crazy in EV styling.

It just looks like a three series,

but it's going to be all electric.

It looks great.

So they bought it out on stage,

still covered in camo,

but that comes out next year.

Same technology.

Looks like the real deal.

I was going to do a special podcast about this later on as well.

I might still do so much more to share about this.

And so, maybe have a look in your feed

if you're still interested.

We'll knock together 20 minutes of the IX3.

Additional stuff I didn't mention in that summary.

All right, let's move on.

Tesla is hinting at the Cyber SUV.

In a new video with the CyberCab in,

during as part of their master plan presentation,

you know, part four,

Tesla briefly showed a clay model of the CyberCab.

Now, all of these shots are very heavily choreographed.

They might have even been generated in AI if they weren't real.

But in the background,

they put some models of a Cybertruck derived SUV.

Now, obviously the internet is full of,

look what we spotted.

Yeah, I don't think it was an accident.

By the way,

I think that was exactly meant to be that.

A not so subtle launch of the Cyber SUV,

the Cyber SUV,

which I guess is what we're calling it for now

because it's Cybertruck styling

in an SUV body.

So, is it?

It wasn't obviously, it wasn't a vehicle launch.

The model YL is going to be a bigger vehicle for Europe,

but that remains on hold in North America for now.

Maybe the end of next year, according to the CEO.

So a larger three row vehicle would absolutely tick that box

if this was the Cyber SUV.

Tesla has not announced plans to build it.

Scale models in a design studio don't confirm production.

They get the rumor mill going,

and of course all the super fans went crazy over this.

Tesla's always used teasers to gauge public interest.

The Cybertruck line itself for the Cybertruck is designed,

I think for the minute for 150,000 vehicles a year,

they talked some big numbers back in the day,

but I think they settled on building the facility

for about 150k a year.

Deliveries in the first half of the year,

about 10,000 of the Cybertruck.

So that is, it's just horrible if you're running a car company

and you've invested all that amount of money.

Huge upfront expense and the line just sits there idle.

Nobody wants a Cybertruck.

So do they want a Cybertruck SUV?

Sorry, a Cyber SUV?

A Cybersaw?

It would be bold.

I'd like to know your thoughts on it.

I think part of the reason people haven't bought the Cybertruck

in numbers that they put their deposits,

the two million people they've got in line apparently,

is because, you know, perhaps in the cold light of day

when you see the vehicle,

it tends to either be raging fans or people that hate it.

There's very few people that go like,

yeah, Cybertruck looks okay.

You either think, whoa, this is cool.

It looks like the future.

I love it.

Or I'm not driving that in a million years.

And so it would be bold to go with the mainstream model

based around the Cybertruck styling.

But then again, the Cybertruck was meant to be a mainstream model

and no one's buying it.

It meant to be two million people wanted one

and nobody does.

And so I don't know.

I think Tesla's at its best when it's doing things like the Model YL,

taking great engineering, making it more available

to people who want three proper rows

and the people that say they haven't invented a new vehicle

and, you know, a successful vehicle in years

because the Model Y is basically just a lifted Model 3.

Well, those people can jog on.

So I think Tesla, when they do it well, they do it really well.

And the Model YL, it fits in a really good space.

Now, General Motors posting record August EV sales.

I'll quickly do this and we'll take a break.

In August last month, GM hit their highest EV monthly sale,

Senior VP and President North America Duncan Aldred,

selling the company sold more than 21,000 EVs in North America.

Cross Chevy, Cadillac and GMC,

second biggest EV seller behind Tesla.

The record helped by buyers acting before the federal tax credit expires

at the end of this month.

Now, GM says it expects a temporary demand slowdown

from October the 1st.

GM cited its broad EV lineup as support for sales

and planning lower priced EVs,

Equinox EV, the new Bolt we've talked about this week.

And premium cars as well, Cadillac Lyric and Escalade IQ.

And from GMC, the Sierra and the Hummer, loads of choice.

GM pointed to charging growth as well,

saying customers have access to more than 65,000

public fast charging stations by the end of the year.

We'll take a break.

We'll come back.

We're going to talk Hyundai and Kia,

setting some big August records as well,

plus EVs in France and plug-in hybrid Mercedes-Benz

and stick around back in a mo.

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This is the story of the one.

As an HVAC technician, he and his digital multimeter

are in high demand.

So when a noisy office HVAC turns out to be a failing blower motor,

he doesn't break a sweat.

With Granger's easy-to-use website and product information,

he selects the product he needs

to keep everything humming right along.

Call 1-800-GRANGER, click Granger.com or just stop by.

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Alright, welcome back to the podcast.

Now, electrified models help Hyundai and Kia do really well

in August in the United States.

Hyundai had an all-time August record.

Kia posted highest monthly sales in its history as well.

Hyundai sold 88,500 vehicles in August.

EVs and hybrids with 32% of the mix.

Hyundai's EV sales up 72% year over year.

Arnick 5 up 61% year over year.

Almost 10,000 sold in August alone.

Year-to-date sales through August were now 33,000 units.

Arnick 6 grew 30%.

Arnick 9 did really well.

Over 1,000 units sold in August in the United States.

Kia sold 83,000 vehicles in August doing really well.

And EV 6 sales are not doing so well.

So I wonder what's happening with EV 6 in the US.

Arnick 5 from Hyundai, but the Kia EV 9, the big one,

is doing really well.

Let's go to France.

Plug-ins took a 26% market share in France in August,

up from 22% a year earlier.

So year-on-year, 22% to 26% market share of plug-ins.

Bevshare was 19.3%.

Plug-in hybrids 6.7%.

So clearly in France, it's a big, big swing

towards pure Bev over plug-in hybrid.

Bevshare year-on-year went from 15% to 19%.

So France is increasing.

Numbers are going up.

All the data looks very good.

Year-to-date, in 2025, plug-ins hold about a 24% market share.

So it's increasing in France.

Combustion vehicles are shrinking.

What a country that was in love with diesel 10, 15 years ago.

Same as here, really.

Diesel fell to below 5% in August.

What a shift.

What a turnaround for the books.

Petrol is at an all-time low as well.

So what did they buy in France?

You'll be pleased to hear they were keeping it

with home favourites.

The Renault 5 was the top-selling Bev

for the fifth time this year.

Also doing well, BMW iX1, Dacia Spring,

Hyundai's Kona and Insta.

Also in the top 10, Renault 4 was in 10th place.

Mercedes-Benz are taking the GLC 350E

to Australian showrooms at $99,000.

That's $65,000 US before on-road costs.

69 miles of WLTP electric.

Big battery in this.

Current generation GLC is

Mercedes-Benz Australia's best-selling model.

So to take their best-selling model

and make it go plug-in hybrid.

Really good.

It's the first non-IMG plug-in hybrid

variant in Australia.

So it's got 2-litre engine, 9-speed box

and a 25-kilowatt-hour battery

and a quite big motor as well.

And so that's really, that's very decent.

70 miles, all-electric driving range.

It's really good.

112 kilometers.

Two charging cables come with the vehicle.

They'll throw those in as well

for public charging and home AC charging as well,

which is 11 kilowatts, by the way.

On this little DC, gobble up DC electrons

at 55 kilowatts, which is not the end of the world.

If you were stuck behind one of those in a queue

for a DC fast charger,

someone charging their plug-in hybrid,

actually it will charge pretty quickly.

That's peak speed at least.

Now, Jaguar Land Rover

are getting ready to have a big 2026

and boy do they need to.

Jaguar Land Rover and Altilium

have both demonstrated their first

EV battery cells in the United Kingdom

built with recycled cathode-active material.

Unveiled this week,

backed by the Advanced Propulsion Centre

here in the UK.

They are going to talk a lot more

about recycling of batteries.

Lifecycle Assessment reports

that using 100% recycled cathode materials,

lowers greenhouse gas emissions by 32%,

versus using raw materials.

The share of recovered materials in the cells

is already way above EU's minimum

recycled content requirements

for that 11 years away, that regulation.

Initial testing indicates performance on par

with cells made with conventional, primary,

raw materials.

So they're using automotive grade pouch cells.

NMC Chemistry, NMC 811 by the way.

When those vehicles arrive,

they'll be very, very important vehicles

next year for Jaguar Land Rover.

Now, a year after announcing

Sodium Iron Battery Factory in North Carolina,

Natron Energy is closing down.

The planned plan was going to be

1.2 million square feet,

24 gigawatt hours of energy a year.

One of the big announcements we had

with such huge news a couple of years ago,

everybody was making these announcements.

1,000 jobs, 3.4 billion dollars

added to the North Carolina's economy

over 12 years.

And while they had orders in the books,

by the way, 25 million dollars of orders

in the books, that is not enough revenue

to get up and underway

for their new Sodium Iron Technology.

Benefits in security, sustainability,

but supply chains,

not where they needed to be.

And orders not in the books either for that project

to get off the ground.

Tesla is raising its daily charging limit.

So if you're a Tesla driver

with some battery chemistry,

they'll say, charge it to about 80%

for state of health.

I think my poll star says 90%.

Tesla's kind of changing their policy now

for their nickel-based batteries,

going from 80% to 90%.

So that's your 90% is your daily charge limit

for state of charge for daily use.

It's not about preserving battery life, really,

but long periods just sitting at 100%

fully charged in your driveway.

Reduces the battery longevity

and Tesla discourages it.

It doesn't ban it, obviously.

In a new episode of Jay Leno's garage,

featuring the Tesla Model S Plaid,

latest version of that,

the lead engineer at Tesla, Lars Moravi,

said their new technology will mean

they recommend a 90% state of charge limit.

Nice little bump there.

Slate Auto, the electric vehicle start-up

founded in 2022 in Michigan,

is converting the former R.R. Donnelly

and Son's printing plant outside in Warsaw,

in Indiana, to be their new automotive factory.

It's a 1.4 million square foot facility

that they moved into earlier this year,

creating 2,000 jobs,

about a quarter of those are on staff already.

Jeff Bezos is an investor

and the plant enters on affordable bare-bones electric trucks.

Lots of people have compared the 25 grand slate truck

to the new $30,000 Ford,

effectively Ford Ranger electric,

or their smaller pickup truck

that they announced more recently.

More than 100,000 people have reserved the slate truck.

The slate is a different beast, though.

It doesn't come with a screen inside infotainment.

You connect your phone.

Obviously, there's the reversing camera legislation

in the United States,

so they will use the center,

the driver display behind the steering wheel,

to change and show you

reversing camera picture on that.

But apart from that, very stripped down,

no paint on that vehicle.

See, I'm going to build a paint shop,

but they'll wrap it for you if you want.

And I just think there's going to be a lot of people

who just want your basic bare-bones slate truck

for 25 grand if they ever can deliver that vehicle

at that price.

They've talked a lot about how they want to create

an ecosystem around slate,

but I get it.

Just get the vehicle out the door

and see if people want it.

I think there is still a lot of love for that project.

Now, Octopus Energy,

the UK's largest energy supplier,

is launching Octopus Charge,

the new home EV charger,

made to work with Intelligent Go,

which is my tariff that I'm on,

saves me a fortune,

three-year warranty,

it's priced at £999,

so less than £1,000 for a tethered unit,

that's £899 for the untethered.

I think really interesting that Octopus,

which has just scaled so much

since the early days,

is now getting into hardware.

Clearly, they have a hardware partner that's making it

with them,

and there's a lot of people as well

that maybe are coming to EV

at this point in the adoption curve.

Early mainstream, do we still call it that?

And Octopus is a very trusted

brand, it's been around so long now,

but still,

you are going EV,

do you trust the dealer, do you trust the car maker,

the OEM, everyone's going to recommend

their charging partner,

as it were, or do you go with

your electricity company, if it's Octopus,

who now make their own charger?

Interesting.

With typical installation added,

the cost lines up with any other

home charger. Octopus sort the home

installation and support, as they should do,

they put heat pumps and things in.

The charge is obviously compatible

with any other energy supply, if you do

move your energy suppliers,

sales will open to most EV drivers

later this year. The unit looks nice,

it's small, actually really small, compact,

but looking pretty sleek on the wall,

Octopus making their own hardware.

To get a new one, or maybe replace

an old one, I'm on the

Zappi V2 from

My Energy, it's okay,

it does a job, doesn't it?

And so,

that works with Octopus Intelligent Go, I don't need to change it,

I can't afford to change it,

whilst it still works.

Now, charging station,

sorry, charging operators in Germany,

reporting a spike in stolen charging cables,

they're now with 70 stations

stripped in a single day. The search

for contractors and capable suppliers

unable to keep pace with replacements.

I saw my most recent

ones,

a children's

sports centre that I took my kid to go swimming

last week, they just

put them in and I want

to say they may be

maybe Osprey, I don't know,

I don't know. But yeah, I take my kid

to a swimming pool where they do like

kitty gym and

sports and stuff like that. So yeah,

well done. Well done, people.

Take a good long

look at your life if you're turning up at a kid's

place where the parents turn up and

they had a couple of new DC fast chargers

going and a couple of AC ones that are untethered,

obviously unaffected. I rocked them up last week

and they were all

with the

bright police tape, if you like, but it wasn't

police tape around them.

And the cable's cut and I hadn't

seen that in a really long time.

I don't do a huge amount of DC fast charging, so I don't

look for it really, but yeah,

man, I couldn't believe it, is it?

Come on, people. Take a look at yourself.

The copper in a charging cable

is worth about 40 euros

or 47 dollars according

to this report.

Yielding only a fraction of that though in

illicit scrap, repair costs are obviously

far, far higher

and the sites

can be out of action for weeks or

months, by the way.

Video surveillance is going

in at some Alpetronic

has issued a software update

register cable thefts and lots

trying to be done

about it, but it's an

odd, an odd

trend that I see. And finally

an Instagram post

showed a young man

in his Dodge Charger EV

is this real? Well, we think so.

He'd been pulled over

in Canada

and cited for

excessive noise.

So, the car is obviously electric

it's a Dodge Charger EV

he was actually cited for having

excessively loud muffler

installed. Another vehicle

had made loud exhaust noises when

leaving the traffic lights

and the officer had assumed it must have been the Charger

making the noise, because

well, they do. Dodge Market's the new

Charger Daytona with its fratonic chambered

exhaust, I mean there is no gases

to exhaust, obviously there are

exhaust gases on an EV

but it has a little speaker

and it'll make some vroom vroom noises if

I don't know, it makes you big boy

bants feel nice. The

citation showed in the Instagram reel

included the term exhaust

which could allow the charge

to stand. During the

stop the officer said, we've warned

you about your muffler in the past

oh no, this chap has had multiple

warnings about his noisy muffler

the driver asked if

the warning dated

when the warning dated to

when he owned a gasoline car

and the officer says, I'm not arguing with you

the driver accepted the ticket

I think he will probably get out of that one

with a nicely

sent letter maybe from his

legal representation, or just

a nicely worded letter himself to say, well here is

my vehicle and it's electric and there is no

muffler. And it wasn't me rubbing

my car at the lights

officer, I'm so sorry. I thought you'd like that one

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BMW iX3 Shocks With 500 Mile Range, Tesla’s Not-So-Subtle Hint at CyberSUV and GM Record EV Sales | 05 Sep 2025

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iX3 (G08)

Tesla Model

Audi Q6

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Tesla Cybertruck

Tesla Model 3

Cadillac Escalade

Cadillac Lyric

5 Renault 5

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Renault 4

Mercedes-Benz GLC

Tesla Model S

Toyota A90

About this episode

Original notes