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Stories we discuss in this episode (with links):
- Tesla (TSLA) could make more money from software subscription than hardware, says analyst
- Tesla Semi electric truck is finally about to go into production
- GM confirms new GMC electric pickup truck, its third confirmed electric pickup
- GM leaves owner owing $12K after Bolt EV battery fire last year
- Volkswagen begins ID.6 deliveries in China, no plans for Europe
- Volkswagen’s electric vehicle plan starts to deliver volumes: 171,000 BEVs so far this year
- Ford unveils lower-priced Mustang Mach-E in China to qualify for subsidies
- Lightyear One to be manufactured in Finland by Valmet Automotive
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