A Beta Briefing desk
The Charging Station
Electric vehicles, clean energy, and the road ahead
An EV industry analyst tracking the electrification of everything
Subscribe to the audio
— a new briefing each weekdayHow to subscribe in your podcast app
- Apple Podcasts
- Library tab → ••• menu → Follow a Show by URL → paste
- Overcast
- + button → Add URL → paste
- Pocket Casts
- Search bar → paste URL
- Castro, AntennaPod, Podcast Addict, Castbox, Podverse, Fountain
- Look for Add by URL or paste into search
Spotify isn't supported yet — it only lists shows from its own directory. Let us know if you need it there.
Recent briefings below
Recent Briefings
Today on The Charging Station: Ford reveals the $28,350 Fathom pickup as the centerpiece of its post-reset EV strategy, military strikes in the Strait of Hormuz complicate Oman's diplomatic back-chann…
Today on The Charging Station: Honda posts a blowout quarter by abandoning its EV ambitions, Waymo draws a technical line in the sand against Tesla's camera-only approach, and the Trump administration…
Texas has officially halted new data center connections as its grid queue balloons to five times peak demand, while diplomatic optimism around the Strait of Hormuz pushes oil below $79. Plus: Lucid's …
The diplomatic push to reopen the Strait of Hormuz is immediately tested by a new cargo ship strike. Plus: 25 states take the Section 301 tariff architecture to federal court, and Palantir's 93% reven…
The U.S. tariff architecture faces a structural contradiction today, as Waymo imports Chinese EVs through a fleet loophole while consumer showrooms remain locked down. Plus: oil drops 5% on another Tr…
The physical footprint of the AI boom crosses a new line today with data center developers turning to eminent domain to acquire land. Plus: BYD's overseas sales machine proves it doesn't need domestic…
We close out the week with hyperscaler earnings delivering the cash flow receipts the market was demanding. Plus: German automakers absorb their worst China quarter in years, and the forced-labor tari…
Today on The Charging Station: Zoox earns the first federal green light to charge fares in a purpose-built robotaxi with no steering wheel, Microsoft's earnings settle the AI capex debate — for now — …
Today on The Charging Station: Microsoft and Meta's diverging earnings reports deliver the first definitive proof that the market is now demanding cash flow, not just capacity, from the AI infrastruct…
Today on The Charging Station: AI developers from the leading frontier labs just signed an urgent petition for government intervention after a severe model containment breach. Plus, Alphabet's unprece…