Shift Key with Robinson Meyer8 Touko 2024

Elon Musk Is Putting the EV Transition in Peril

Tesla is now facing its worst crisis in years. Last week, CEO Elon Musk laid off the automaker’s roughly 500-person Supercharger team and what remained of its policy and new vehicle teams. Before that, it reported its first-quarter financial results — and they were even worse than the lackluster performance that investors were expecting.

Already this year, Tesla has cut around 10% of its employees. Now Musk is promising that it will shift toward becoming an “AI” company.

Does Tesla, long a stalwart of America’s EV transition, now pose a danger to it? On this week’s episode of Shift Key, Rob and Jesse discuss the automaker’s turn away from EVs, and why Musk’s decision to lay off the Supercharger team could throw the entire country’s EV transition off track. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.

Mentioned:

Previously on Shift Key: The U.S. Has a Tesla Problem

Tesla’s Identity Crisis Gets Hardcore

Tesla’s Q1 2024 investor report

BloombergNEF on Superchargers’ profit potential

Rob on how to make sense of Elon Musk’s wacky moves

–

This episode of Shift Key is sponsored by…

Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.

Music for Shift Key is by Adam Kromelow.

Hosted on Acast. See acast.com/privacy for more information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(155)

The Tesla Alum Trying to Turn GM Into an American Battery Juggernaut

There are two big trends in the American battery sector at the moment. The first is that the electric vehicle market is deteriorating. GM, for instance, sold just 25,000 EVs in the third quarter of th...

7 Loka 50min

Governor Mikie Sherrill on Electricity Prices, Nuclear Power, and Building in New Jersey

Governor Mikie Sherrill is a former Navy pilot, federal prosecutor, and a member of the U.S. House of Representatives. She was elected New Jersey's governor in November 2025 in a campaign dominated by...

2 Loka 21min

Al Gore on AI, ‘An Inconvenient Truth,’ and the Biggest Surprises of the Past 20 Years

Former Vice President Al Gore needs no introduction. He is, in a way, the original climate influencer. His film An Inconvenient Truth gave rise to a new wave of climate activism in the 2000s. It was o...

30 Syys 29min

Energy Secretary Chris Wright on Trump’s Pro-Nuclear, Pro-Fossil Fuel Agenda

Since taking office last year, the Trump administration has blocked renewable energy development and attacked climate change policy, prioritized fossil fuels and encouraged nuclear energy, and started...

25 Syys 30min

What Does The Nuclear Company Do?

In the past few years, something surprising has happened in American energy policy: States and utilities have started trying to build new nuclear plants.A new kind of company — the nuclear developer —...

23 Syys 53min

Starting a Giant Online Data Platform Is the Easy Part

America has some of the world’s best data about its own internal energy, industrial economy, and carbon emissions. That’s thanks to a federal agency called the U.S. Energy Information Administration, ...

16 Syys 35min

Shift Key Classic: What Is a Watt?

As we catch up from summer vacation, we’re bringing you a favorite from the Shift Key archive. We’ll be back in your feed with more fresh episodes starting next week.What is the difference between ene...

9 Syys 47min

How to Understand America’s Gigantic Natural Gas Buildout

The United States is staring down a natural gas buildout of gigantic proportions.Amazon wants to build what would be the country’s largest power plant in Texas — and run it entirely on natural gas. No...

2 Syys 50min