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High Gas Prices are Giving Used EVs a Glow-Up

High Gas Prices are Giving Used EVs a Glow-Up

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About this episode

Used EVs are getting a “glow-up” as higher gas and diesel prices push buyers toward electrics, and the market is moving fast—used EV supply dropped to 41 days in the UK and EV sales are outpacing charging build-out. The hosts connect that demand to real-world charging and battery details, from Tesla Superchargers and Waymo rides to Tesla Semi megacharger specs and the 4680 vs 2170 battery debate. They also highlight Brazil’s Chevy Spark EUV success and used pricing ranges.

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Brand

Tesla supercharger

"So there was a Tesla supercharger there. I did not rent a Tesla, so I didn't get a chance to try it out, but I assumed that it would work like every other supercharger."

Tesla Superchargers are Tesla’s fast charging stations. If your EV can use them, you can add a lot of charge quickly—especially when traveling.

Brand

Waymo

"And I ordered a Waymo and I've taken a Waymo to the airport before. The Waymo, though, did not take me on the freeway... But this last time I did it, it did take me on the freeway, which was interesting."

Waymo is a company that runs driverless robotaxi rides. The host is describing how the robotaxi behaved on the freeway and how it felt to ride in it.

Company

Amazon

"Up until recently, Amazon was the largest investor in Rivian. They owned 11.8%, but we now have a new leader."

Amazon is mentioned as an investor in Rivian. The host is talking about how much of Rivian Amazon owned before the ownership shifted to someone else.

Company

Rivian

"Up until recently, Amazon was the largest investor in Rivian... This all comes down to the joint venture between Rivian and Volkswagen, which is, you know, Rivian's developing software and stuff like that for the cars..."

Rivian is an electric-vehicle company. Here, the host talks about who’s investing in it and how Rivian is involved in the software side of a partnership.

Concept

joint venture

"This all comes down to the joint venture between Rivian and Volkswagen, which is, you know, Rivian's developing software and stuff like that for the cars, and Volkswagen is investing in Rivian while they're doing this."

A joint venture is when two companies team up to work on something together. Here, Rivian and Volkswagen are partnering so Rivian can build software, while Volkswagen puts money into Rivian.

Company

VW Group

"It's possible that VW Group could own as much as 20% of Rivian by 2027... And then kind of in a similar but different story, Volkswagen Group says that its EVs won't make the same margin that their gas cars make until at least 2030"

VW Group is the big parent company that owns Volkswagen and other car brands. Here, they’re talking about how much of Rivian they might own and how their EV profits will compare to gas cars.

Concept

EVs won't make the same margin as gas cars until at least 2030

"Volkswagen Group says that its EVs won't make the same margin that their gas cars make until at least 2030, and that's at least, not by, but at least 2030."

“Margin” is basically how much money a company keeps as profit after costs. They’re saying Volkswagen thinks EVs won’t be as profitable as gas cars for a while—at least until 2030.

Term

SSP platform (Scalable Systems Platform)

"So right now, Volkswagen is working on the SSP platform, which is Scalable Systems Platform. This is a new platform that Volkswagen is developing for all of the VW Group brands."

An “EV platform” is the shared design and engineering base a car company uses for multiple models. SSP is Volkswagen’s plan to use one common EV foundation across its brands to help cut costs.

Term

MEV Plus platform

"So right now, Volkswagen, the car company has the MEV Plus platform, and then, you know, I can't remember what the other platform is, but the hiring cars use a different platform."

MEV Plus is an earlier electric-car “platform” Volkswagen is using. The idea is that Volkswagen is moving from its current EV base to a newer one (SSP) that can be used across more brands.

Term

EUV (Electric Utility Vehicle)

"Moving on, the Chevy Spark EUV, which stands for Electric Utility Vehicle, was the best-selling electric car in Brazil in April."

EUV stands for “Electric Utility Vehicle.” It’s basically a way to describe the car’s style and purpose as a small electric utility-type vehicle.

Term

digital instrument cluster

"It's got a very modern-looking interior, 8.8-inch digital instrument cluster behind the steering wheel, 10.1-inch infotainment screen, which is more than big enough."

A digital instrument cluster is the screen behind the steering wheel that shows your driving info. On an EV, it can show things like battery level and estimated range.

Term

Apple CarPlay

"Interestingly, the Chevy Spark does support Apple CarPlay and Android Auto. This is interesting because GM got rid of these services in favor of their own flavor of the Google built-in software."

Apple CarPlay lets you connect your iPhone to the car’s screen. Then you can use apps like maps and music while driving.

Term

Android Auto

"Interestingly, the Chevy Spark does support Apple CarPlay and Android Auto. This is interesting because GM got rid of these services in favor of their own flavor of the Google built-in software."

Android Auto lets you connect an Android phone to the car’s screen. It brings useful apps like maps and music into the dashboard display.

Term

42 kilowatt-hour battery

"And in terms of specs, we're looking at a 42 kilowatt-hour battery. And the chemistry is lithium-iron phosphate."

The 42 kWh battery is how much electricity the EV can store. Bigger usually means more driving range, but it also depends on efficiency.

Term

lithium-iron phosphate

"And in terms of specs, we're looking at a 42 kilowatt-hour battery. And the chemistry is lithium-iron phosphate. Range 360 kilometers or 220 miles."

Lithium-iron phosphate is the type of battery inside the EV. It’s generally considered a durable and safer chemistry, and it can help keep costs down.

Term

range 360 kilometers or 220 miles

"Range 360 kilometers or 220 miles. We should all always remember that range isn't calculated the same way in every region."

Range is how far the EV is expected to go on one full charge. Your actual range can be different depending on weather and how you drive.

Term

50 kilowatts charging speed

"Very slow charging, but probably enough for the size of battery pack that this is. A 50 kilowatts charging speed that gives you 20 to 80 percent in about 30 minutes."

50 kW is how fast the car can charge at the charger. Faster charging usually means you get more battery back in less time.

Concept

20 to 80 percent charging window

"A 50 kilowatts charging speed that gives you 20 to 80 percent in about 30 minutes. The starting price is 145,000 Brazilian real."

Charging from 20% to 80% is often used because that’s where EVs typically charge quickest. Charging closer to empty or full can slow down to protect the battery.

Concept

EV pickup truck

"Auto Slate is making progress towards releasing their affordable EV pickup truck. So if you didn't know, the factory is in Warsaw, Indiana..."

An EV pickup truck is a truck that runs on electricity. Instead of using gasoline, it uses an electric motor.

Company

Auto Slate

"Auto Slate is making progress towards releasing their affordable EV pickup truck. So if you didn't know, the factory is in Warsaw, Indiana..."

Auto Slate is the company working on an affordable electric pickup. In this segment, they talk about how the factory is being set up to build the truck.

Term

wiring harnesses

"they're working on installing currently the line, the trim line, which installs items like wiring, harnesses, seats, windows. That's currently being installed."

Wiring harnesses are like the car’s electrical “wire bundles.” They help connect all the electronics so the car can function reliably.

Term

quality inspection equipment

"Also, they're currently working on quality inspection equipment, getting that installed. Like they have this big machine that they put the car on and it vibrates it..."

Quality inspection equipment is testing gear used to make sure the vehicle is built right. In this case, it vibrates the car to mimic driving over bumpy roads.

Term

quality control

"Again, for quality control. Right now we don't have the final price for the Slate..."

Quality control means checking the car during production to make sure everything is correct. It helps prevent defects from slipping through.

Company

Indakata

"So yeah, we got like a 2.4% bump. So the company that put this information out is called Indakata."

Indakata is the data provider the hosts are using for the UK used-EV sales numbers. They cite it to show EVs are taking a bigger share of used-car sales.

Car

Chevy Spark

"Like if you have a Chevy Spark, for instance, sitting on your lot and it's used, they'll tell you what other car companies are able to get out of that, how much they're able to sell it for."

The Chevy Spark is a small, inexpensive car. They mention it just as an example of a used car that dealers can track to see how fast it sells.

Term

market day supply

"And what they did was they looked at market day supply, which is how long the car has been sitting on the lot. And that market day supply actually fell to 41 days for EVs."

Market day supply is basically how many days a car stays listed at a dealership before it gets sold. In this episode, they use it to show EVs are selling faster than before.

Term

DC fast charging infrastructure

"One issue or kind of issue that, you know, Australian EV owners are facing, though, is, you know, the vehicle sales are kind of outrunning the DC fast charging infrastructure."

DC fast charging infrastructure is the network of quick EV chargers. The hosts are saying EV adoption can grow faster than the number of fast chargers available.

Car

Tesla Semi

"We have battery information on the Tesla Semi... So, just basically we're going to start off with some information just on the Tesla Semi itself."

The Tesla Semi is an electric big-rig truck made by Tesla. It’s built to haul heavy loads and recharge using very high-power chargers, and the episode compares the standard and long-range versions.

Term

tri-motor drive train

"The standard range truck is going to be powered by a 520 kilowatt tri-motor drive train... Whereas the long range will be 800 kilowatt tri-motor drive train."

A tri-motor setup means the truck uses three electric motors to move it. More motors can help the truck put power down better, especially when it’s carrying a heavy load.

Term

megacharger

"It will be capable of charging on a 1.2 megawatt megacharger."

A megacharger is an extremely powerful EV charger. It’s designed for big electric vehicles with huge batteries so they can recharge fast enough to keep working.

Term

MCS 3.2 connector

"And this requires a new MCS 3.2 connector. It's a big old connector."

The MCS 3.2 connector is the special plug used for very high-power EV charging. Higher-power charging needs a different, more robust connector than the ones you’d see at normal fast chargers.

Term

nickel cobalt manganese aluminum battery chemistry

"As far as battery chemistry, this is going to be a nickel cobalt manganese aluminum battery chemistry."

This is the battery’s chemical recipe—what materials are inside the cells. Different recipes can change how much energy the battery can store and how well it handles demanding use.

Term

4680

"The self form factor is going to be 4680, which we're going to talk about there in a few minutes."

“4680” is a battery cell size/type used by Tesla. It describes the cell’s shape and dimensions, and that matters for how much energy the battery can hold and how it’s built into the vehicle.

Concept

range estimates based on gross weight

"For my understanding, these range estimates are based on 82,000 pounds of weight... Now in terms of how the gross vehicle weight is calculated in the US, that's the semi, the trailer, the fuel, the cargo."

Range numbers depend on how heavy the vehicle is when it’s driving. If the truck is carrying more weight, it usually uses more energy, so the real range can be different than the headline estimate.

Term

CDL

"Well, when I got qualified to be a driver in Nevada, there was a lot of CDL stuff that I had to learn, but just because, you know, you have a semi truck does not mean you can just haul whatever weight you want."

CDL means Commercial Driver’s License. It’s the special license you need to drive big commercial trucks legally, and you have to learn the rules for that vehicle type.

Term

dryage

"And what these EVs are going to do or what these Tesla semis are going to do is they're going to support the port of Oakland and they're going to do a little bit of dryage and what dryage is, and I didn't know this until David told me."

Dryage is short-distance hauling of shipping containers. Think of it as moving a container from one place at the port/nearby area to another so it can be loaded onto the next transport step.

Car

Toyota 4Runner

"Jump in campers. We're going off-roading in a forerunner."

The Toyota 4Runner is a rugged SUV that’s built for rough roads. They mention it as the vehicle for the off-road part of the bit.

Car

Toyota RAV4

"Next, we're heading to the hot springs in a RAV4."

The Toyota RAV4 is a popular compact SUV/crossover. They’re just using it as the next stop in the playful camping/outdoors scenario.

Car

Toyota Tacoma

"And finally, park your Tundras and Tacomas around the campfire because we're roasting marshmallows."

The Toyota Tacoma is a midsize pickup truck. They’re just listing it as another truck to park around the campfire in the bit.

Car

Toyota Tundra

"And finally, park your Tundras and Tacomas around the campfire because we're roasting marshmallows."

The Toyota Tundra is Toyota’s full-size pickup truck. They mention it as part of the joke about which trucks to park for the campfire.

Term

dry cathode

"So one of the promises they made was a dry cathode, which is not to be confused with a solid state electrolyte. This is different."

A dry cathode is a different way to make the battery’s positive electrode. The “dry” part means fewer wet, chemical-heavy steps, but it can be tough to get working reliably at scale.

Term

solid state electrolyte

"So one of the promises they made was a dry cathode, which is not to be confused with a solid state electrolyte. This is different."

A solid state electrolyte means the battery uses a solid material for the part that helps ions move inside the battery. In this episode, they’re saying don’t mix that up with the “dry cathode” manufacturing idea.

Term

wet cathodes

"It was supposed to clean up some of the chemicals, the nasty chemicals that go into the wet cathodes. And Tesla found that this was way harder than they thought it was."

“Wet cathodes” are the traditional way of making the battery’s positive electrode, using liquid chemicals during production. The dry cathode approach is meant to avoid some of that chemical handling.

Term

2170 cells

"And then the 4680 cells were supposed to be more energy dense... than the 2170 cells... the 2170 cell... has 269 watt hours per kilogram."

“2170” is another Tesla battery cell size/type that’s been used for years. Here, they’re comparing how much energy it can store versus the newer 4680 cells.

Term

energy density

"And then the 4680 cells were supposed to be more energy dense... The energy density of a 4680 cell currently... is 244 watt hours per kilogram. Whereas... the 2170 cell... has 269 watt hours per kilogram."

Energy density tells you how much energy a battery can pack into its weight. If a battery has higher energy density, it can usually go farther without adding as much weight.

Term

battery capacity

"And then that leads us to battery capacity. So if we're comparing the batteries on the European Model Y..."

Battery capacity is how much energy the whole battery pack can hold, measured in kWh. More capacity often means you can drive farther, all else equal.

Term

charging curve

"And then the charging curve out of spec Kyle Connors outfit found that the 4680 cell in Europe charged slower than the 2170 cell."

A charging curve is how charging speed changes during a charging session. Even if two batteries have similar size, one might charge slower or faster depending on how full it is.

Concept

battery day

"there also is some signs that the supply chain is... changing the way that they're looking at the 4680 cells compared to 2020, September of 2020 when they had battery day."

“Battery Day” is a Tesla event where the company talked about future battery technology. The hosts are using it as a reference point to see whether the 4680 plan is meeting expectations.

Term

cathode materials

"Electric points to a supplier that had a $2.9 billion contract for cathode materials... supposed to go directly to 4680 cell production."

Cathode materials are part of the battery’s chemistry that helps store and release energy. If the supply chain for these materials changes, it can impact how batteries get made.

Term

battery chemistries

"I think they're going to have to continue iterating on this form factor and with different battery chemistries and all that stuff."

Battery chemistry is what the battery is made of inside. Changing it can affect things like how much energy it stores and how well it lasts, so the speaker thinks Tesla may need to try different chemistry options.

Term

form factor

"I think they're going to have to continue iterating on this form factor and with different battery chemistries and all that stuff."

Form factor is the “shape and size” of a part and how it’s built to fit. In this case, it’s about how the battery cell is designed and packaged inside the car.

Term

hardware three

"Still got hardware three though."

“Hardware three” is a label for a particular generation of the computer/electronics in a Tesla. The speaker is noting what tech generation their car has while talking about battery changes.

Company

US National Highway Traffic Safety Administration

"The 2026 Tesla Model Y has become the first vehicle to pass the US National Highway Traffic Safety Administration's Advanced Driver Assistance System test."

NHTSA is a US government safety agency for cars. They set the rules and run the tests that decide whether a car’s safety tech passes.

Car

2026 Tesla Model Y

"The 2026 Tesla Model Y has become the first vehicle to pass the US National Highway Traffic Safety Administration's Advanced Driver Assistance System test."

This is a Tesla Model Y (an electric SUV). The hosts are saying the 2026 version did well on a government test for driver-assist features, like helping you stay in your lane and avoid crashes.

Term

Advanced Driver Assistance System test

"The 2026 Tesla Model Y has become the first vehicle to pass the US National Highway Traffic Safety Administration's Advanced Driver Assistance System test."

This is a safety test for a car’s “helping you drive” features. The idea is to see if the car can meet the required minimum performance in crash-avoidance situations.

Term

pedestrian automatic emergency braking

"So the tests were pedestrian automatic emergency braking."

This feature watches for pedestrians and can brake by itself if it thinks a crash is about to happen. The test checks whether it can do that successfully.

Term

lane keep assist

"So successfully, you know, detecting and stopping for pedestrians on the roadway. Lane keep assist, you know, keeping you between the lanes."

Lane keep assist helps stop you from drifting out of your lane. It either nudges you back or alerts you if you start to cross the lane lines.

Term

blind spot warning

"Blind spot warning, alerting the driver that the vehicles, their vehicles and adjacent lanes."

This warns you when there’s a car in your blind spot—so you’re less likely to change lanes into it.

Term

blind spot intervention

"Blind spot intervention, actively taking control, not letting you crash into somebody that's in your blind spot."

This is like blind spot warning, but stronger: if you’re about to make a move that could cause a crash, the car may step in to help stop it.

Term

crash imminent braking

"Forward collision warnings, crash imminent braking, dynamic brake support, lane departure warnings, and yeah, I think that's, I think that's all of them."

If the car thinks a crash is about to happen, it can brake automatically to try to reduce impact or avoid the collision.

Term

forward collision warnings

"Forward collision warnings, crash imminent braking, dynamic brake support, lane departure warnings, and yeah, I think that's, I think that's all of them."

This feature watches the road ahead and alerts you if it thinks you might crash into something in front of you.

Term

lane departure warnings

"Forward collision warnings, crash imminent braking, dynamic brake support, lane departure warnings, and yeah, I think that's, I think that's all of them."

If you start to leave your lane, the car can warn you—especially if you didn’t use your turn signal.

Term

dynamic brake support

"Forward collision warnings, crash imminent braking, dynamic brake support, lane departure warnings, and yeah, I think that's, I think that's all of them."

This helps the brakes work harder or faster in an emergency. The car tries to make sure braking is strong enough when it senses you need it.

Term

autopilot

"This does not negate the fact that the National Highway Traffic Safety Administration has still got a lot of investigations in terms of Tesla's autopilot and full self-driving."

Autopilot is a Tesla feature that helps the car drive in some situations, like staying in the lane. It doesn’t mean the car is fully driving by itself—you still have to watch and be ready to take control.

Term

full self-driving

"This does not negate the fact that the National Highway Traffic Safety Administration has still got a lot of investigations in terms of Tesla's autopilot and full self-driving."

“Full self-driving” is Tesla’s name for a more advanced set of driving-assist features. Even with it, the car usually still expects you to supervise and take over when needed.

Concept

driver-assistance vs full autonomy

"However, it wasn't, I don't think necessarily a hard test... This does not negate the fact that the National Highway Traffic Safety Administration has still got a lot of investigations in terms of Tesla's autopilot and full self-driving."

The segment contrasts “passed the test” with ongoing investigations into Tesla’s autopilot and full self-driving, highlighting the difference between driver-assistance and true full autonomy. Even when systems perform well in certain evaluations, regulators may still scrutinize real-world behavior and safety outcomes.

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