In short
Ben Sullins’ move from San Diego to Madrid, plus debates on grid reliability, EV adoption, and robotaxi economics.
Guest backgrounds
Ben Sullins is a mathematician and longtime Tesla driver. He lived in San Diego for ~20 years, then moved with his family to Madrid, where his children (ages 5 and 10) attend bilingual public school and he’s learning Spanish. He’s also driven a Rivian.
Key claims
The Iberian blackout (Spain/Portugal) wasn’t caused by renewables/solar; a southern Spain gas peaker plant failure caused a voltage disruption, and Spain likely needs more grid resiliency (e.g., batteries/inertia), not a renewables scapegoat. In Madrid, car ownership is often unnecessary due to dense amenities and public transport (metro). Robotaxis will be limited by economics and trust: removing the driver won’t cut prices by 80%; he estimates ~30% realistic savings, and adoption depends on consumer confidence.
Notable examples
Spain/Portugal blackout affecting ~50 million people; California wildfire/utility maintenance parallels; Paris street car restrictions; BYD Seal and Dolphin Surf; Tesla supercharging on an older Model S; Austin RoboTaxi (Model Y with a safety driver).
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOReasons for Moving to Spain
3:34 to 6:20
Ben shares the motivations behind relocating his family to Madrid.
“And he had something that stuck with me.”
The Blackout Incident
6:20 to 9:18
Discussion on the recent blackout in Spain and its causes.
“And they're both at school then, or they have been both at school, or will be both at school in Spain.”
Renewables and Energy Stability
9:18 to 14:01
Exploring how renewables and battery systems impact energy reliability.
“But I mean, what's fascinating is, and that's so often the case, isn't it?”
Tesla's Battery Capabilities
14:01 to 14:59
Learn about the efficiency and power delivery of Tesla batteries.
“There was no, you know, the battery coped.”
Ben's Life Transition to Madrid
15:00 to 17:10
Discover Ben's move from suburban life in the U.S. to urban living in Madrid without a car.
“But I mean, certainly, for instance, in Norway, you'd have to do exactly the same thing to try and find a gas car.”
City Design and Transportation in Europe
17:11 to 19:22
Explore how European cities are designed for walking and cycling, contrasting with past experiences.
“because that whole, like the movement in Paris, I don't know if you're aware of what's been going on in Paris, but it's genuinely extraordinary.”
Adapting to Life in Madrid's Climate
19:23 to 21:34
Understand how Ben is adjusting to the heat and lifestyle differences in Madrid.
“But where I'm at, the roads are pretty small and narrow.”
Cultural Experiences and Food in Spain
21:35 to 24:04
Hear about Ben's experiences with food and cultural differences in Spain.
“Yeah, I always remember that the first time I was in Australia, and it was very high temperatures.”
Tesla vs. BYD: A Comparison
24:05 to 26:41
Delve into the differences between Tesla and BYD vehicles from Ben's perspective.
“which I know a lot of people have struggled with with Tesla and Elon Musk.”
Electric Vehicle Adoption in Spain
26:42 to 28:00
Analyze the current state of electric vehicle adoption and infrastructure in Spain.
“it seems there's sort of a specific reason why something happened.”
Show all 27 chapters
Media Landscape and EV Perception in Spain
28:00 to 28:30
Discussion on the media's influence and Tesla's presence in Spain.
“They're either center right or fanatically screaming.”
Comparative EV Adoption and U.S. Legislation
28:30 to 30:20
Comparing EV adoption rates and the impact of U.S. legislation on the automotive industry.
“I'll tell you what, I see a lot of EVs roaming around.”
Challenges Facing U.S. Automakers
30:20 to 31:30
Exploring tariffs and their detrimental effects on U.S. automakers.
“So I look at that and I go, that makes me frustrated because of how much potential there is.”
Historical Context of Tariffs and Industry Impact
31:30 to 33:50
Discussing the historical impact of tariffs on the U.S. automotive industry.
“But I mean, his I've interviewed him and he was he's remarkably honest for, you know, a multinational corporation CEO.”
Robo-Taxi Development and Market Dynamics
33:50 to 35:30
Insights on the development of robo-taxis and their implications in the market.
“I could just point at the numbers and go, look what they say.”
The Economics of Robo-Taxis
35:30 to 38:10
Analyzing the economic viability of robo-taxis and consumer trust issues.
“and they had invited me to go along and it was all fine and I looked at it and it kind of You know, I'm trying to remain completely neutral on the concept of self-driving cars, the whole notion of it.”
Autonomous Driving Technology and Challenges
38:10 to 42:00
Exploring the technological challenges and advancements in autonomous driving.
“renting them for the week or something like that.”
Old Technology vs. New Awareness in EVs
42:00 to 43:31
Discover how old tech in electric vehicles has evolved to enhance awareness of surroundings.
“Even for an old Nissan Leaf, we haven't been that far.”
Regional Challenges in Autonomous Driving
43:31 to 45:50
Learn about the regional factors that affect autonomous vehicle technology and safety.
“You know, granted, there's a lot that comes along with launching a new city.”
The Human Aspect of Autonomous Vehicles
45:50 to 47:59
Understand the importance of public trust and motivation behind developing autonomous vehicles.
“Because if we don't, then it doesn't matter how good the piece of technology is.”
Psychological Barriers to Electric Vehicle Adoption
47:59 to 49:25
Explore the psychological rather than technological barriers to embracing electric vehicles.
“It'll save the planet, carbon emissions, blah, blah, blah.”
Charging Infrastructure: US vs. Europe
49:25 to 54:06
Compare the charging infrastructure and its implications for electric vehicles in the US and Europe.
“We've just driven – we drove down to Italy a few weeks ago.”
The Future of Electric Vehicle Startups
54:06 to 56:00
Discuss the challenges and prospects for new electric vehicle startups in Europe and their chances of survival.
“I mean, some really clever stuff, but they've given up on cars.”
Rivian's Market Position and Challenges
56:00 to 1:00:06
Explore Rivian's current standing in the electric vehicle market and its challenges ahead.
“So I don't know, maybe the R2 will be a good one.”
Lucid Motors and Competition
1:00:06 to 1:01:21
Discussion on Lucid Motors' position in the luxury EV market and its competition.
Shifts in Consumer Preferences
1:01:21 to 1:04:19
How electric vehicles are becoming mainstream among different consumer demographics.
“but Jack just went to see the new A Class A BMW, had to sign an NDA, couldn't take his phone in.”
Experiencing Electric Vehicle Ownership
1:04:19 to 1:06:55
Personal anecdotes on the transition to electric vehicles and their benefits.
“She's also going to tell all her mates, you know, so her social circle are going to go, Oh, well, I don't buy petrol anymore, darling.”
Transcript
Automatic transcript. May contain errors.0:00Pop quiz. What's in your kid's lunchbox? At Whole Foods Market, they've already done the studying. Over 300 food ingredients are banned from their shelves. No hydrogenated fats in the peanut butter and no high fructose corn syrup in the cookies. And for sandwiches, there are no synthetic nitrates or nitrites in any of their deli meat. So you can pack lunchboxes with peace of mind. Get back to school ready at Whole Foods Market. it. Hey, Chicagoland, the Wayfair store is in your neighborhood at Edens Plaza and Wilmette. Finally, you can feel the fabric, sit on the sectionals and even open the refrigerators.
0:36Plus, our in-store designers will help you bring it all together with free one-on-one design support for any project on any budget. Yep, we said free. Oh, and did we mention the cafe? So what are you waiting for? Come see all that's in store. Visit the Wayfair store today at Edens Plaza and Wilmette. Wayfair, every style, every home.
1:05Hello and welcome to another episode of the Everything Electric podcast. This week's guest, Ben Sullins. Amazing bloke, longtime friend of the show. He's been on the show many times. He's appeared at our live events in the USA and Canada. Longtime Tesla driver, very interesting. He's a mathematician he just understands how things are made and how things work very very clever he's more recently been driving a Rivian for a long time I'm not going to spoil what you find out in the episode but he has lived in San Diego for a lot many years he now lives in Madrid in Spain and he's having a very different experience of life his family have moved there his children are at school there he's learning to speak Spanish already did speak quite a bit because San Diego's quite near Mexico.
1:51Don't know if you knew that, like next door. So there's a lot of Spanish stuff anyway going on in his life, but he's having an amazing time. And it was just really interesting to catch up with him. I mean, for a start, one of the things we dealt with was the huge Spanish and Portuguese blackout, the entire peninsula, the entire Iberian Peninsula had a blackout for about 24 hours a few months ago. And immediately it was all blamed on renewables and solar. You will find out what really happened because they've now found out they know what happened um uh and it was just really lovely to catch up with him uh he is hopefully going to be at our event in Farnborough in October uh and uh which would be fantastic to see him there well the other thing I want to mention that's going to be happening at our event in Farnborough in the UK in October is the tests the live tests that we'll be carrying out of the zap heap vehicles the machines that the teams have made we've already done it so there's two two four teams have built four machines of bonkers abilities all battery electric machines but you won't think that was what it was if you look at them they just look absolutely barking mad really good fun stuff so it's going to be an amazing live test in front of a live audience colin furs will be there we'll be really uh having great fun doing all that at every afternoon at the live event in farmbourer in october all the dates and all the information about getting tickets all the links are in the show notes of this episode so hopefully if you're in the uk we will see you there um in the meantime uh that's it now please do welcome ben sullins to the everything electric podcast okay so can you explain so the last time well the last time I saw you was in San Diego but certainly last time I spoke to you you were in the United States you're now in Madrid in Spain yeah I mean can you just give me a little bit of it because as soon as you told me I just went oh how fantastic I'm so jealous what a brilliant thing to do but is what the reasoning was to go there as opposed to maybe Paris Berlin Rome I don't know somewhere right well my wife and I came here 10 years ago and fell in love with it and one of my favorite American storytellers is Anthony Bourdain who people listening don't know who he has a great sort of travel cooking type show.
4:11And he had something that stuck with me. He said, you know, if you go to Spain for any amount of time and you do not fall in love with the country, something is wrong with you. And so we came here 10 years ago and just absolutely fell in love with the people. And mostly I would say the culture and the way of life, you know, and here in Spain, it's very much like you're, you're, you're always about just spending as much time outside with friends and family, enjoying a meal, being in the park. Just, just, that's all you do. That's like your main motivation in life. The siesta time, for example, is sort of not a real thing in Madrid, but restaurants and things do close.
4:48This city and Madrid is a big modern European city. It's not like some off in the country little town. The way of life here was something that we fell in love with. We started learning Spanish, living in San Diego for 20 years almost. Spanish is everywhere. We're on the border with Mexico. So we've been raising our kids bilingual, learning Spanish back home. My wife and I have been learning it. And so we thought, well, what better way to really advance our learning and all that than just to go to the source of it? Let's go here. And then from here, we can see the rest of Europe. We can travel.
5:22I can come see you. We can do all these fun things together. So that was the motivation, was the culture, the experience. And one big thing, maybe it's a little bit mushy, but to give our kids a sense of how big the world can be, how, you know, being in America, it's very insular, right? Everybody, you're sort of raised a certain way and everybody believes in the same thing, which is work to live. You know what I mean? It's, it's not like, or I'm sorry, live to work. Like that's the only reason to be alive is to make money. And that is, if we had one national religion in the U S that would be it for sure.
5:58And, and life doesn't have to be that way. And You would know far better than I, but from everyone I've talked to, Spain is one of those cultures or one of those European countries that absolutely embraces the life as a priority over making money and working as a priority. So we wanted to bring our kids here for some amount of time and learn the language and all that. Lots of reasons packed in there. What age are you? You've got two children, haven't you? What age are they? Five years and 10 years. Right. Okay. And they're both at school then, or they have been both at school, or will be both at school in Spain.
6:31Yeah, yeah, that'll be regular public school. But now a lot of schools here are bilingual. So they've been learning English. You know, back home, my older son is in a bilingual program there as well. So it's fully Spanish immersion, you know, half of his days in Spanish back home. Here, it'll be the same thing. Isn't it annoying that, I mean, because I know this from personal experience when I was 12, spending a long time in Germany, I know I spoke German there simply because I've been told by people I've met that I met then. And I can't speak German now, but you pick it up. You pick it up so fast.
7:01So your kids will be, I'm sure, very fluent, you know, very quickly. Yeah, exactly. So, you know, we think, I mean, maybe this is weird of us, but we think speaking multiple languages is a good thing. Yeah. You know, and so. Oh, dang it. I know. Yeah, it's very un-American of us. I know. But so we thought like that's a huge one. And so let's do that. And what better place to do it than here, you know? Yeah, no, really exciting. I mean, so the one thing that you'll know about then from firsthand, because that was a story, it was a few weeks ago now from when we're recording this. But the massive, I mean, it was a pretty major incident, the massive blackout of Spain and Portugal was like, I sort of read it and I went, does that really happen?
7:45It just sounds, that's too big. It must be one part of Spain or one part of Portugal, but it was pretty much the whole, was it the whole country? It just seemed. It was the whole peninsula. Yeah. So including Portugal and I think parts of Southern France or somewhere that touch, you know, kind of on the border there. Yeah. I did a video looking at it initially because, you know, all the typical talking heads came out saying solar panels are to blame or Robert plugged his EV in or something. And that just tripped. Yeah, whatever. So something happened. But and, you know, like I said, always like a lot of these things is all for me has been, well, let's wait and see until we have actual facts.
8:21Yeah. And which is not at all how the that's not the incentives for how the news or media work in general. So a lot of people said that I did a video looking at it going doesn't seem like that's the answer. And now we actually do have the answers that there was a gas plant, a gas beaker plant down in southern Spain that failed and that created a voltage disruption. But yeah, 50 million people without power, something like 10 hours. So it wasn't like a very prolonged, but a pretty shocking thing. I think some people did, you know, unfortunately perish because of their medical equipment didn't work or something like that.
8:55So it wasn't just an inconvenience. But of everyone, all my friends that are here, it's kind of funny because of all the places in the world to like be without power. Spain was the, it has to be, everyone just went outside and just had a beer and sang and it was like totally, you know, you see the videos of it online. There was, you know, some people had a rougher go of it, but mostly it seemed pretty relaxed. But I mean, what's fascinating is, and that's so often the case, isn't it? I mean, the sudden spike in prices of electricity in the UK for a while was entirely blamed on all the silly wind turbines and solar panels.
9:32And it was 110 % due to the gas, due to gas. It was after the Russian invasion of Ukraine. the price went off the stale and so everything was to do the price of gas well that is nothing to do with renewables it's to do with a gas peaker plant that didn't work you know which is yeah no i mean it's always like people people want to take the thing that they the whatever the talking point is whatever the narrative is and then use any shred of evidence over here and spin it into this story like i just posted a video an hour ago now um morning back home in san diego but But it's about basically there was a bunch of fires in 2007 in San Diego that led to – the reason the fires happened were because of the negligence of the utility companies not maintaining their power lines.
10:19And it's hot, it's dry, it's windy. All bad conditions for – and then a power line gets knocked over and bang. Now a million acres burn, some insane amount of land. And after that, the Utilities Commission in California said, because what they wanted to do was pass on the costs, the lawsuit that they got convicted of, they wanted to pass those costs on to the rate payers, the people paying electricity. and and and the cpuc said no you cannot do that you have to pay it the company shareholders owners of this company and so they they said okay fine but now what we're going to do is we're going to throw on a charge later to people's bills after this payment's done increasing the cost of delivering electricity because now guess what we have to maintain those telephone puller those those power lines because otherwise we're going to get sued so electricity prices rise and rise and rise and what do people do they want to blame solar and whatever else but really it has everything to do with maintaining the stuff which you're supposed to do anyways yeah you know and and if and if the company was really struggling i think it would be fine you could make arguments of like ah but no they're having record profits year on year yes and and raising rates while saying oh it's this a new requirement you're like no none of that is true so it's like the typical media thing, right?
11:41So Spain had the blackout story was solar panels and whatever, didn't have enough grid inertia. I learned a lot about, yeah, none of that was true. Now, to be fair to the people in Spain or the people that run the network here, they should have more batteries is the answer from everybody I know. That's really why there was a, it was a peninsula wide problem is because they, do they have the most, you might know more than me. I think Spain's percentage of renewables on the grid is extremely high. I mean, Portugal is even higher so they're both yeah yeah yeah i don't know if it's the number one in europe but it's up there and the challenge i've learned from all my research here with this is that when you have that because of the intermittent nature of it and how the grid operates like at a specific frequency yeah and if it and if it uh deviates even for a split second this is what happens yeah so the way you the way you solve that is you have giant batteries and they absorb that blow and they can create the inertia and keep it humming, which all makes total sense.
12:42So if there's one criticism, I think that's fair of what happened in Spain, it seems to be that, yes, they're pushing really hard into renewables. That's all good. We want to do that. There's probably laws that say you have to do that, but they're missing the fragility problem. They're not creating the resiliency they need in order to make it through any of those disruptions. I mean, I know about this mainly from Australia. But it is that thing where, you know, if you just do some rudimentary mathematics about, you know, how much energy we use and how much we produce and the intimacy of, you know, it's terrifying.
13:20You think, well, we need a 400 ,000 million petawatt hour battery so we can run the country for three months nonstop on battery, you know, and you absolutely don't. And what they've learned in Australia quite a few years ago now is sometimes they would realize after the event that they would have had a power cut. But the batteries kicked in so fast, it didn't even register as a problem. And then they go, why did the battery kick in? And they go, I don't know. Let's have a look. Oh, that power station failed. Exactly the same situation that happened in Spain. Happened in South Australia and Victoria.
13:55I don't know. We're talking maybe six, seven years ago. I remember. And they really didn't know about it until they looked at it afterwards. There was no problem at all. There was no, you know, the battery coped. That was the first huge Tesla battery. But it doesn't need to be that big because what it's doing, it's got to deliver an enormous amount of power quite quickly. But it doesn't have to do it for 10 hours. It has to do it for one hour, two hours maybe at the most, you know, which is which they will. Exactly. Yeah. It's it's a part of the whole system. Right. And it's a key part, but it's not the only part.
14:25No, no. So, you know, yeah, I'm with you. I think that so it looks like in Spain, that's sort of what happened was they need more batteries. you know um now it wasn't had the reason that there was a blackout had nothing to do with renewables at all yeah but definitely because they don't have enough battery or backup systems like this it seems like that you know made it worse yeah yeah so now because i first came across you very much connected with tesla very much connected with electric cars and now i mean if you're in the have you got a car in madrid yeah no i i do not no i do not uh it feels is insane um yeah i mean so i went from suburban you know large home yeah uh cul-de-sac which is like at the end of a street where there's no you know um and then you know swimming pool like all the stuff that you would imagine like typical american type setup two cars uh all this great stuff sold the cars and now we're living here in the middle of the city uh with with no i mean public transportation we use it endless every day almost um i still haven't taken a bus yet i just take the metro everywhere it just seems easier uh and faster but yeah we walk i mean but you i mean you would know right like europe is is seemingly designed correctly yeah well not all of it but yeah it's amazing so so like like where i live in the city center uh you know downstairs okay on my block are four grocery stores right right and a pharmacy and a fruit store and probably six restaurants and just so i mean even like i needed a new tv for that so there's a an appliance store across the street i just go there get the tv so like i don't need a car at all um i do play golf which is the only time where i have to like i need a car because it's just not a train that goes to the golf station or i'm sorry not it's not not a train station at the golf course but but point being so yeah so i don't i don't need one um i am going on a road trip soon though and i'm probably going to rent one right um i've had i've had actually a hard time finding electric options uh it's kind of weird i thought they would be plentiful but car rental places it's not really like i have to click 15 times to find the electric cars and it's like just a fiat 500e is all i have that's like basically it you know it is that is strange because that is not universal i think it It would depend which country you're in in Europe.
16:50But I mean, certainly, for instance, in Norway, you'd have to do exactly the same thing to try and find a gas car. Yeah, right. It'd be really difficult. It's all electric. But in Australia, I mean, I've rented electric cars there without any hassle. The first two or three that come up, one would be a super economy little petrol car. And the next one is a Tesla Model 3. You know, it's like, oh, OK, I'll have that, you know, whatever. But that is so interesting, isn't it? because that whole, like the movement in Paris, I don't know if you're aware of what's been going on in Paris, but it's genuinely extraordinary.
17:22So I lived in Paris quite a lot, you know, many years ago when I was young. And it was a terrifying, and I cycled a lot in London, and cycling in London was pretty challenging. Cycling in Paris was lethal. It was terrifying. Because the drive, it was so many cars, and it was so congested, and they were such crazy drivers. It was just terrifying on a bicycle. So I kind of gave up. you go to Paris now, it's mainly bicycles. It's mainly walking. The people who live on a particular street will have a referendum, if you like, and they go, no, we don't want cars on the street anymore. So they close it.
17:58So it's like locally decided that all the shops that said, if we stop cars, we'll lose all the business are doing so much more business than they ever did. All those things. So the, and I love the fact that for, I'm sure there's lots of prisons, I'm sure will correct me on this, but the mayor of Paris, was really having a lot of kickback from the press, from the car industry, from the oil industry, from all manner of people before the election. So she put in place a lot of this, the restrictions on cars in the middle of Paris. And there was a general, a local election for the mayor. And she won by a much bigger majority the second time.
18:36Because actually, if you live in Paris and you walk out of your door and it smells quite nice and it's quiet and your kids are safe, it's a very different experience. I was there last year for the first time in years, and I could not believe my eyes. There were Faber-Saint-Honoré, a road I remember cycling down that was just living hell on a bicycle. There's no cars on it. It's just bikes and people walking, and it's quiet, and you can hear birdsong. It's just really, you know. That's amazing. It reminds me, I've been to the Netherlands once, and that's like their main mode of transportation. You don't need a bike lane.
19:13You need a car lane because everybody's on bikes. The car has to have a special lane because it's rare to have a car come in. I love that. Biking here in Madrid, it doesn't seem to be a super common thing. I don't remember seeing it. But where I'm at, the roads are pretty small and narrow. I guess I'm less worried. The cars aren't going very fast. There's a couple of big streets that go through the city. But otherwise, it's just small little. so yeah a bike is is a good idea for some of the longer things i've quickly adjusted to this madra then you lifestyle where like if it's more than a 10 minutes walk i'm just not going right i just i cannot cannot be bought are you kidding me something that's that far i know there's how to be one closer there has to be whatever it is there has to be one closer so it's it's been a really big adjustment these past you know six seven weeks but then where you've been living in the u.s is i'm you know i've been there it's quite it can be quite warm in summer oh yeah i mean what have you had any like because i know spain has had a lot of really high temperatures recently has it been very hot there or you it's been the first few weeks were basically you stayed inside yeah i mean i grew up in phoenix arizona where it regularly reaches 110 degrees so what is that like 40 celsius or something like that yeah yeah do you guys have celsius yeah we do celsius here Celsius okay yeah so so for here my first few weeks were in the high 30s right um I think it may have hit 40 41 one or two of the days so it was very very hot so back up for Americans listening that's like 105 107 degrees somewhere around there um but yeah it was it was very hot but the past few weeks have been fantastic we actually we tried to escape the heat we went down south for for a week down to Malaga loved it right uh made us miss San Diego even more because you know it's like a bit of we've got some we've just got some of the best beaches and we have waves to surf and the mexican food is as yeah and it's real mexican it's right there so yeah so that and then you know we're going on this road trip up to the north up to san sebastian in the basque country um and and yeah that's where we're going to try to see some more of that too and hopefully it's a little bit cooler but it hasn't been too bad i mean there's so much shade and so much trees like that's what i mean by like they designed the city perfectly well yeah i mean you can totally get by even when it's 40 degrees Celsius out.
21:30It's not that bad. Unless you have to be working or doing something physical, you're just hanging out. It's not bad, I don't think. Yeah, I always remember that the first time I was in Australia, and it was very high temperatures. It was in the 40s, and we were driving in an old, but an air-conditioning car, which just about, the air conditioning just about worked. And we had to stop like in a country lane where there was roadworks, and there was guys digging holes in the road and I suddenly went oh yes quite nice if you're in an air condition right if you're digging a hole in the road and they weren't they had no shade there was no trees around I mean god it's just that is tough brutal it's very brutal but I was going to say one of the things I thought was you know you've lived by the sea for many years and now you're living in a city that I mean it's not the furthest city from the sea in Europe but it's pretty close it's a long way to the sea isn't it to the coast yeah it's about I think a four-hour drive or more or you know either way so yeah it's it's not close at all um that's why that's probably the one big thing we miss from back home that and uh spicy food which just is just i think there's a law against it in honestly i think spain has a law against spicy food i don't know if you i'm sure you you've probably done this but one we had very good friends that lived in madrid for a long time and we went to visit them they were actually australians but they were living they lived in madrid for a few years and we went out on um uh you know a ramp a ramp but i don't even know what you call it i've forgotten all the words but in the evening we'd go to one place and eat a little bit of stuff and have a drink yeah tapas tapas so we do that tap the thing i clearly remember is we went to one where they made lovely fried potatoes and a little egg thing and that was run by communists and it had communist hammer and sickle flags and it had clenched wow you know all about like like honest to god proper full-on communist party not like a pejorative like an actual they were members and active members of the government but then you walked like 200 meters around the corner there was fish and chips it was battered fish and you know potato fries and that was run by actual fascists so people who supported franco and you go and i went oh that's quite extreme you know i'm trying to think this is probably 35 years ago so maybe that's faded out now but But I mean, most places were crowded with a wide variety of young people who clearly didn't give a flying hoot about anything.
23:54They don't care at all about what - If the fish is good, I'll eat the fascist fish. Yeah. It's a hard, you know, I mean, that gets into the broader point there is the art versus the artist kind of discussion, which I know a lot of people have struggled with with Tesla and Elon Musk. You know what I mean? It's one of those things like I still look at it like I think Tesla makes great products. Amazing cars. Objectively. Yeah. I do think that, I mean, I've been in a lot of BYDs since I've been here and Ubers and things, and I am completely blown away. I thought BYDs were just like cheap little Toyotas.
24:24No, no. And maybe they used to be. I don't know. They did used to be. Yeah, but not now. But now, I mean, the seal I ride a lot in, and I'm just like, this thing is phenomenal. How much is this? And then what's the new one? The cheap one? The Dolphin Surf or something? The Dolphin Surf, yes. The tiny little guy? Yeah, yeah. I mean, if we end up staying here long term, I'd probably buy one of them. What's it, like 10 ,000, 11 ,000 euros or something? I mean, it's insane. We tested it a few weeks ago. Really good little car. I mean, really. But separating those two, right? I mean, it's tough. Like back home, I mean, when Elon was doing the, I guess he's not doing as much political stuff anymore.
24:56I really don't follow him very much. I do need to my ex, my Twitter account in 2020 or 2019. I mean, years before any of this stuff happened. But I've always been a fan of their products. I mean, their products are really good. Maybe the point of the BYD thing was there that like the Tesla product line in terms of the cars do seem a bit aging right now a little bit long in the tooth like there's really not much I know they just did a model y refresh and a model x but I mean it's the same I mean yeah yeah you know they tend to do that they do a refresh and I go it costs the same and it goes just as far like okay sure I guess it's better I don't know it doesn't seem that big of a difference you know which is actually a good a good case for buying a used one right because if the new one is basically the same as the used one you'll save 40 on it but there's someone we know here who's bought a model s that had done i wish i could run because the statistics are amazing i think it's done about 70 000 miles it cost them 5 000 pounds which is say about eight nine thousand dollars yeah it's in really good condition they had to have what something replaced not the battery i mean the battery is absolutely fine i can't I don't remember what it was, maybe some steering stuff, which cost a couple of thousand pounds.
26:10They've now got this car with 250, and it's old enough to have free supercharging. Oh, wow, yeah. And he just cannot believe it. He keeps going to supercharging. He doesn't charge it at home. It's a stupid waste of money. Yeah, why would you? He only goes to supercharge and charges it there. And that, when you think, well, that's so incredible that that's possible. We now know for certain, you know, everyone talked about the batteries years ago. that battery will outlast the car by probably 100 ,000 miles. You know what I mean? No doubt. I mean, I've never had it. And, you know, in the cases when you do see people having to replace them, it seems there's sort of a specific reason why something happened.
26:46Yeah, there's some fault in it. Yeah, I mean, which, you know, when you make a million of anything, you're going to have some error rate. You know, I mean, that's why I worked in big data and tech for, you know, my whole career. And that was the whole thing, right? When you're Google and you have 10 million hard drives to index the internet, even a 0.005 % error rate means you're going to have some of these hard drives failing. So you have to build a system that, so it's the same kind of thing, right? Like when you make enough of a thing, you're going to have flaws that happen. So, uh, if it was a real problem, I think it would be, you know, more mainstream and less like on the fringe, you know, the daily mail type people that are talking about it or whatever.
27:24Yeah. Why does the whole world know about the daily mail? I grew up. That's right. I always get confused. Cause it's like, I know I ask you and dan all the time i'm like hey so is this because there's like the telegraph yeah and the daily mail and i'm like which one of these is the more like kind of there was a time when the telegraph was the voice of you know the majority centrist conservative you know yeah and it's often very well written they have very good journalists it's sort of become a little bit more reactionary and i don't and the guardian too the guardian is that a british guardian would be Yes, it would be by British standards sort of center left, but definitely left wing.
28:03Okay, got it. Yeah, but that's another... It would be pro the Labour Party. It's the only newspaper that is. All the other papers are radically... They're either center right or fanatically screaming. Oh, my gosh. The media is such a weird landscape. I mean, our press is mainly owned by multi-billionaires who don't live in the UK and don't pay tax. So that's just one of those things that's just happened, you know. Yeah, yeah. But what is the, I mean, just sticking with Tesla, but in Spain, because we've driven around Spain in a Tesla, there's supercharger network that was absolutely fine. We used it without any trouble.
28:39But what's the take up like in Spain? I can't really remember. I know I saw some there. A number of Teslas? Yeah. It's pretty small. Yeah. I'll tell you what, I see a lot of EVs roaming around. Right. Not a lot of Tesla. I mean, granted, I come from a city that has a tremendous, like, you know, every other car is a Tesla, basically, back in San Diego. So my perception is a little bit maybe different. But I don't see, in fact, when I see one now, it sort of stands out to me. Right. You know, I'm sort of like, oh, whoa, look, look, look, there's a Tesla. Yeah. Whereas if you ask me for like a Renault or something, it's like, no, that's every other car.
29:16Yes. Or, you know, a Fiat or something like these European brands. Yeah. uh that's that's yeah but it is really interesting seeing how many evs there are oh right because that's especially ones that i've never even heard of you know companies where i'm like what is like what was the what was one i was looking at airway i was something i'm like oh yes yeah phone company it's like that is like the apple car like what is this like yeah i'm going this is i mean on one hand i'm like wow it's brilliant on the other hand it just makes me mad about, you know, the thing looking at the, you know, the latest legislation in the U.S.
29:51trying to wreck the transition is the way I see that whole thing with cutting the EV credits, cutting the solar credits and all these things in the U.S., all it's going to do is hurt the U.S. automakers. Yes. That's all it's going to do. If you go anywhere else in the world, EVs are dominant. And there's so many big places that don't make cars or make very little cars, so they import everything. So they don't care. They're not going to put a tariff on something that they have to import. So I look at that and I go, that makes me frustrated because of how much potential there is. The US automotive industry is phenomenal.
30:31These guys are tremendous at doing what they do. And the legislation they're trying to hold them back is kind of how I see it. And that has been apparent to me walking around here, just like all these car companies that don't even exist in the U.S. and they're making these great products. I mean, yeah, I'm like, man, we need more of this. We need more innovation because usually that's the one thing I would hold my hat on, you know, is that America's, if we're good at one thing, it's innovating. Innovating, absolutely. Yeah. Yeah. We may not, we're not going to beat China on the cost of manufacturing a thing.
31:03You know, there's just like. You'll come up with it in the first place and it'll be, well, Tesla is such a good example of that. But there's plenty of other ones where that, you know, and historically an enormous history of that incredible innovation in the United States. Extraordinary. So that to me is when I look around here, that's the biggest kind of aha moment. It's just like, man, it makes me angry because I'm like, God, how much better could these cars be that we have if we didn't have these politicians trying to get in the way? Yes. And I mean, I don't know if you saw Jim Farley, CEO of Ford, at a sort of innovation event somewhere in somewhere famous in America.
31:38And I can't remember where it was. But I mean, his I've interviewed him and he was he's remarkably honest for, you know, a multinational corporation CEO. he's like is he allowed to say and it was really interesting one of the things when i talked to him one of the things that he spoke about chinese evs being 10 years ahead of anything in america and all that stuff and their battery technology the innovation around the software you know and they he and i think their cto bought two yeah chinese xiaomi imported them personally yeah and then drove them and then to probably told them to bits and had a look how they were made whatever but then he also said so he said all that and then he also said he went to their skunk works in Los Angeles and went around that and it was amazing and he wasn't even allowed in but they let him in and when after I didn't I almost didn't notice him talking about that I was just thinking there's no way they're going to let him say the stuff about Chinese cars so yeah his people got in touch and said would you mind removing the bit about the skunk works because we don't even acknowledge it exists everything else is fine yeah but he has been very vocal about how the tariffs are making the lives of the people who run big car companies yeah increasingly difficult if not impossible you know i mean and it's it's uh we only have to point back to trump's last administration for data on this i mean this is not like uh science fiction here we're not making things up and coming up with this isn't economic theory right look back to uh because in the first trump administration, he put, I believe it was a 25 % tariff on Chinese made aluminum and steel.
33:17And that same year, GM, I think laid off over 14 ,000 people and closed five factories because of that. And then, and then Ford, I believe lost over a billion dollars in, in revenue or profit, I believe because of the tariffs. And, and it's not like they were mincing words. They said, because of this, this is what happened. And, and so, I mean, and that was only what five years ago or something. You're looking at it going, guys, we don't have to look too hard here. A guy like me that just looks at numbers, it doesn't think too hard. I could just point at the numbers and go, look what they say.
Read the full transcript
33:55It's really frustrating. Now, the biggest deal with that stuff, I believe, is in fact, because Trump made a deal with the UK, I believe, about importing cars. and it was an incredibly low tariff. I forget, like 10, 15 % or something like that. Meanwhile, the US automakers, which import steel and aluminum from all these other places, do not get any reprieve. And so they're looking at it going, guys, you're tariffing the US companies more than you are the UK ones. And now there's the Japan deal. I haven't looked at it. It just happened, but it's same deal. So I completely get this beef that the US auto industry has with the administration going, what the hell?
34:37Like, I thought the idea was to help us. And look at what you're doing. You're killing no more taxes or tariffs on them, but we still have to deal with it because we, you know, there's one company in Mexico that attaches the seats. And by the way, this supply chain going from US, Canada, Mexico has been alive for 70 years. It's not new. So that to me seems like... You might be able to buy an Aston Martin cheaper than an F-150. yes I will I will take that deal I will take that deal yeah I think it will do very well I would yeah I want the Rolls Royce Spectre or whatever right but I mean I've got to tell you I've just got because I've seen a video done recently about the RoboTax and I'd like to talk about that but I've just got to tell you I went into the showroom there's one of the showrooms in London when the RoboTaxi was first launched and they had one in the showroom and I had a look at it and they had invited me to go along and it was all fine and I looked at it and it kind of You know, I'm trying to remain completely neutral on the concept of self-driving cars, the whole notion of it.
35:43But when I saw that car, I just went, if that had a steering wheel and it was the Tesla Model 2. The$25 ,000. The$25 ,000, you know, maybe three-seater or maybe, you know, compact. Whatever. It's a compact car. It would be amazing. And everybody would be going bananas about it. And the order books would be exploding. You know, they would be so popular. and you've already got the charging network and it's a it's a car it only needs to do a couple hundred miles it doesn't need long range because you can charge it so quickly and so easily all that stuff but let's put that to one side because you i mean you've got an interesting take on it so just for the people who don't know the robo taxi is on the road available for hire in austin is that correct is that is that the only place it is uh i'm currently yeah yeah there's a small area and Austin and Elon says a lot of things on earnings calls.
36:32But for now, that's the reality. It does exist with a safety driver in the front seat. So does it have a steering wheel now? Yeah, yeah. So the robo-taxi, the actual robo-taxi is just a Model Y. It's not actually a different car. It's not a different car, right. So the car I saw was just a... It's not the cyber cab or whatever thing that they're promising in the future, which I do think that would be really cool. Again, yeah, add a steering wheel. It doesn't have a charging port. the the new i'm like just give me a damn charging port like that seems silly well how do you charge it if it doesn't have a charging oh it's uh wireless charging so because it's completely automated right so it'll like have a thing place to park and it will just charge yeah uh okay but what actually exists is a model wise that are designated as robo taxis and you can hail them with a tesla app and then get in one but there is a tesla safety driver.
37:25There's a physical human being in the car. There's a human being not in the driver's seat, though, in the passenger seat. They can push a button if things are going wrong and things are going wrong. It's very early days of that. The video that I did on it, my take, because I'm a numbers guy, was more asking the question or trying to explore the idea of, do the economics of a robotaxi like this work? I think I could have done a better job diving deeper, but Uber and these companies don't actually release a ton of data about the cost of the driver and commercial insurance costs and the cost of the vehicles.
38:07Over here, I've noticed that a lot of the Ubers are owned by Uber themselves and the people driving them are renting them for the week or something like that. Quite different than you owning your own car and driving it out. So the net of it is, though, that just because you remove the driver from the equation doesn't mean that you can have a drop in the actual price a consumer pays by 80 % or anything. The most you could theoretically get is maybe a 50 % reduction in price, which is significant. It is. A fly though or a one five, a five zero. Five zero. That's a difference. Yeah. But, but that is, that is assuming that like the card costs$0 to Tesla, meaning a customer provides a car because there's capital costs associated with making the thing right now, Tesla owns all of them.
38:57So if they're going to continue on that, there is, even though they obviously pay less for it than the consumer, there is a cost associated with the vehicle making it. Then you have to deal with maintenance. It will need tires. It will need, you know, cleaning, uh, repairs, if it gets into an accident or let's say someone pukes in the back of it because they're drunk, you know, whatever these things happen there. There's real life meets theoretical, you know? So, so the point is, is that right now, all of those things, when you take out the driver, it's not just the person moving the wheel and pushing the pedals.
39:28There's a lot more that goes into, you know, what that cost absorbs. And so you're not going to actually recoup all of the cost of having a driver. You're going to have to add back in all these other things that the driver currently does. And so then that hurts the equation even more. And so if we look at the economics of it, I mean, it's sort of best guess, but I think you could probably knock off realistically 30 % of what you currently pay. And then, so that's good. That's still a lot cheaper. But then you have to ask the question about, do people trust it? And will they, is that a significant enough drop in price for them to go, oh, well, I'm definitely doing that one.
40:12You know, if you're going to take a taxi and it's, you know,$20 and you're going to take an Uber and it's$21, but you know, the Uber is going to be a much better experience. Would you pay for that? Yeah, probably. It's close enough. Right. So this is where I think you get into the behavioral economic side of it, which to me is one of the most fascinating, like areas to study is how we, as people make decisions based on, on money and prices and things. And so that was basically the question is right now, it doesn't seem like to me anyways, my opinion as a wannabe economist would be that we don't have enough room there to make a significant price reduction that people would just overwhelmingly adopt it.
40:50Right. Right. That people do not trust self-driving cars from all the survey data I've seen. It'll be a long time until they do. But if the price reduction was like 90%, I think you could get there a lot quicker. Yeah. So that's what I'm very interested in to see how this goes. Not like whether or not a car can do this. I mean, I saw a video of you, I don't know, 15 years ago at Heathrow, taking one from the car park over to the thing with the little laser gun. I mean, so these have existed in some fashion. Will people trust it? And will it be cheap enough for them to choose it? I think those are the biggest questions in my mind.
41:25Yeah. I mean, more recently than that, I mean, that was another episode we did, and I was blown away by it, was a Nissan Leaf, fully autonomous, on busy London streets, buses, kids crossing the road, bicycles, pets, you know, everything you could throw at it. And then, you know, British roundabouts, fairly challenging even for British people. And then like a highway. And it did all that in about, you know, 15, 20 mile drive and then came back to the base and they immediately plugged it in. And I went, well, we haven't been that far. Even for an old Nissan Leaf, we haven't been that far. But what was in the back, and this is what will have changed, I know, was what looked to me like five or six old school desktop computers, the big box that sat under your desk and hummed.
42:17The range on the Nissan Leaf was reduced by about 45 miles, which didn't have that much range. So it used an enormous amount of energy for all this, the computing. Now, that has obviously shrunk down phenomenally since then. Yes. That will be your phone size. Yes, exactly. But I have to say, it was extraordinarily aware of its surroundings, including, you know, it was for press people. So they had a screen, and that was highlighting all the potential hazards. Right. Well, one of them was going like that. It was flickering. And I went, I can't see anything. You know, if I was driving, there's nothing there.
42:55And then I went, oh, there's a kid running along. And his mom is waving. And I went, that is. And it was a long way away. So I could say a child of about five. Sort of untethered child, basically. And it was fine. It was on the sidewalk. It wasn't going to do anything. I've just used the word sidewalk without thinking. Pavement. Oh, oh. That's what we call it. Okay, there we go. I've spent too much time in America. Anyway, all that aside, I still found it fairly terrifying. And there was a driver with me. I mean, he didn't touch the steering wheel. it was it was really impressive but that now i mean what about have you been in a waymo in san francisco i mean i've met a few people who have and they they seem to be very confident about those and they were very yeah yeah i've i have a lot of friends that have i mean people just i'm from arizona so that's where they sort of first launched uh in chandler oh that's right and yeah yeah yeah i mean it's it seems to be very good and to me that's where it's interesting because you look at the data and you go oh okay so it seems like to me based on my assessment that that the technology is approaching like a confidence level that I think we can agree it's safe.
44:01You know, granted, there's a lot that comes along with launching a new city. It's not like you just flip it on. I feel like there was this idea years ago that, you know, a Tesla Model S from 2016, in 2019, you'd get a software update and bang, it would just work anywhere. You could drop it in Berlin or you could drop it in Beijing and it would just be fine. It would figure it all out. No, that's never, no, no, no, no. I think everything is very regional and it's going to be very specific, right? Because how the, how the rules of the road work in different countries, like you said, roundabouts are a good example.
44:31You know, we don't have a lot of them in the U S and, and as I'm learning here in Spain, uh, how you navigate them varies. Like we have roundabouts here with stoplights in them. Okay. That's fast. You know, there's roads here that if you want to turn left first, you have to like exit the road you're on to the right. And you have to go in this little half circle and then stop. And then eventually you'll be able to go left. To go to the left. Yeah. Yeah. So like if your cars learned all how to drive in California, that would be completely foreign as to what the hell is what. None of that makes sense, right?
45:04So I think that it's going to be a long road. I think along the way, though, there's a huge opportunity for advancements in safety and even just cost. I mean, like the best example probably is that thing in Heathrow that takes you from the car park over to the terminal. Yeah. Because you don't necessarily need the most advanced technology in the world to say have like a little bus that drives around university or something. Yeah. Right. I mean, that can be pre-programmed. It can have all the sensors in the world. I mean, and it can run 24 hours a day, whatever. So I think that there's a lot of a lot of fruit that we'll be able to bear along the way.
45:40but getting to that full-blown thing, I think, is far off. But the bigger question to me isn't a technical one. It's a human one. Will it be cheap enough, and will people trust it? That's the bottom line. Because if we don't, then it doesn't matter how good the piece of technology is. You know what I mean? But it's also quite interesting because I've just remembered that one of the really passionate TED Talks I saw probably 10 years ago, I think it was a German guy, but he had a very good friend of his who was killed by a drunk driver. or what, you know, like it was definitely a serious motor accident caused by human error, not technical failure.
46:15And he was so upset about it that he was one of the initial people to wanted to devise autonomous driving because it was safer. So that was the drive. It's safer that human beings fail and we make mistakes and we screw up and we have crashes. But then it sort of transmogrified, if you like, over the years into, we don't need to have any people that we have to pay yeah yeah that seemed to be the motivation let's get rid of the people which seems to be quite a popular concept in silicon valley and has become even more toxic in the last few years but you know that yeah and in a sense i'd quite i mean i i quite like getting in a taxi with a someone i have a chat with yeah sometimes they tell me to shut up but you know often you'll have a little conversation with them past the time i practice my spanish with all yeah that's good yeah yeah yeah that's it but yeah so i don't i mean i'm not sure where that sits now like the you know what's the motivation the motivation because if it's safety and i believe you know a million completely autonomous cars would probably be safer over a thousand miles than a million human beings one of them is going to sure drive off a cliff or drive into a kid or something you know yep yeah but i think you know that goes back to the first thing we talked about you know, if there's one thing in the U S that we all believe in, it's making money.
47:34And so I think like anything that, that like all progress must be in the, in the pursuit of greater wealth in the U S like if you, if you're doing something, not to say this is right. I'm not saying I believe that I'm just saying, but that is how it is. It's also not altogether wrong because you can have tremendous technological advances and success because the motivation is pulling you forward because you can make lots of money. I mean, yeah, I think I mean, if you look at renewables and a big a big to me, whenever I talk to somebody about climate change or anything like that, it's always to me.
48:06I try to frame it in that light. Yeah. Like, yeah, not sure. It'll save the planet, carbon emissions, blah, blah, blah. Yes, we all know that. But I'm not going to beat that dead horse. We're already we already. Yeah, we've talked we've talked through that. The bigger thing is you're going to save money and you're going to have less blackouts. Yeah. You know, because that is something that's more I think like when you when you have these big, difficult concepts like a climate change or one of these things, if you can bring it home to people in a way that's relatable. Yeah. All of a sudden, the conversation just shifts and everyone wants to, you know, breathe cleaner air and have better water and things like that.
48:41You know, so to me, I think that there is some good in that, you know, the thought of just making money to be greedy isn't really the full story. right it's like you make more money but along the way you can do it in ways that are that have many other benefits as well yeah yeah i mean it is yeah no it is fair i mean i think you're right that the that i initially started wanting to explore this and talk about this topic of like for instance electric ground transport from the point of view of the technology yeah quite quite rapidly changed oh this is the problems now with electric vehicles are i would say entirely psychological They're not technological.
49:21The technology works. It's not even that interesting. You drive along, and when you need to put some more electricity in your battery, you stop and you charge it. What is there to worry about? We've just driven – we drove down to Italy a few weeks ago. The charging, I can't tell you how low it came in the list of worries, anxieties, and priorities. Where's the nearest restroom to use an American restroom? That's number one. That's the alarm. yes yeah i'm an old man i need to i need to get out the second was where can i get a coffee a baguette what about you're going to buy some cheese for the people we're going to see you know and then let's fight let's stop for lunch we're tired you know oh charging you know it's like yeah whatever it's like i'm still wondering one thing that that's so the the electric grid here is different than the u.s in a lot of ways but one key way is the voltage right here you have 220 volts right as the standard like it all around the room in me um and i was trying to sort out why that is why in the u.s do we only have 110 yeah or 120 and my guess and you know correct me if i'm wrong or feel free to slap me in the comments or something but it seems like edison i believe was the one that created the whole like electricity in your house type system yes like the light bulb and all that stuff so we're talking and i don't think europe had it at the time no no you america certainly had that power right had the beginnings of a power grid way before anyone else way yeah so i'm guessing that my my thought uh is that because the u.s sort of created this first they did it in a in a uh more an immature way immature in the sense of like they just didn't think that they would need a higher voltage yeah and then you come over here so when I think about it over here I'm like well I could just plug like if I could just plug my my my electric car into my garage yeah and get 220 I don't know how many amps you get here but 13 usually 30 in the UK it's 13 amps but but that right there would almost be enough for almost everybody well especially in Europe when you don't drive you know 500 miles a week and I mean that because I don't know all I know is the way I explain it to people is yeah if you plug it in next to your toaster or your kettle, it's adding about five miles an hour in range.
51:43So that's why I'm saying eight kilometers, something like that. Yeah. And then if you use a seven kilowatt charger like we've got here, then that's about 30 miles. And if you use 22 kilowatts, about 50 miles an hour, that's how to step up. But what I don't know is what 110 gives you. So if you plug into a three pin socket, yeah, it's got to be really slow. Barely anything. Yeah. uh it's probably yeah it's probably one or two miles an hour range isn't it that's correct yeah i mean it depends on the vehicle right yeah so i i did a video on this geez i don't know eight years ago uh or so where i took my model three at the time and it was still new and i was trying to answer that question could you live without getting any high power thing just a regular three pin socket and during the week the answer was yes you could because you get you get about maybe two miles of range per hour right so if you get home and you're home for i don't know 12 to 16 hours a day or something like that it's probably fine like that's probably enough for your commute in the u.s it's certainly enough for your commute over you know in europe or somewhere else uh but yeah but but five miles of range you know and then if you plug a ribbion in it gets you know it laughs at you it's just yeah yeah what are you doing this is this is cute stop wasting my time yeah exactly exactly so but if you're getting five miles of range per hour and you get home at an I don't know what a 9 to 5 type job is like over here, but if you get home and you're home for 12 hours, 60 miles of range, 60 miles of range is a lot.
53:15I mean, what's that saying? That in Europe, 100 miles. So to an American, 100 years seems like a long time, but to a European, 100 miles seems like a long distance. Yeah. Yeah. The reverse, right? Yeah. Yeah. So yeah, I think it's fine. I think it would work without anything special. Yes. Yeah. Now that is interesting because I've actually never thought of that because I knew, I knew the voltage is 110 in America. I never, I never made that connection as to how slow, how slow it would charge a car. It's very, it's not doable. I mean, it depends on your situation. I'd say, you know, America is a very big country, right?
53:52So, you know, for some people it'll work, but absolutely you want something more than that. And in fact, most of our high, you know, our, our appliances will run off of like a 220 or 240 or something right yeah so yeah so that's where you're like yeah you just get one of those and it's fine but um uh that is something that's big difference yeah the what that i mean we can we could talk for hours i know but i'm just trying to get there's a couple of what i a thing i've recently written i recently wrote a thing about all the the amazing you know ingenious daring brave car startups we've i've seen since i've done done this show mainly in europe uh you know but swedish and german and dutch and french brilliant ideas and they look so exciting and i went to the launch and they had the car there and everything all the journalists were there talking about it's really exciting and it's going to be amazing and they've all all without exception have failed and just bitten the dust and they've sometimes kind of morphed into a different system like they they've developed really effective solar paneling that they put on big trucks that will run refrigeration.
55:01I mean, some really clever stuff, but they've given up on cars. The two exceptions to that, from what I can tell, are Rivian and Lucid. And I don't know, I mean, obviously, you're not there anymore, but I'm sure you're very aware. But how long did you have your Rivian? For a long time. Yeah, three years. Yeah. I mean, I was one of the early ones. Yeah, but they seem to have got over that critical early stage where they need so much investment to be able to start actually producing the cars. That's what crippled all the ones we saw in Europe. I mean, do you think they will survive? Are they in it for a long time?
55:36Oh, no doubt. No doubt. So Rivian and Lucid, very different brands, right? Lucid has Saudi money, so they cannot go bankrupt unless they decide to not keep funding. yeah uh so there's that i am surprised lucid's not in europe are they not i mean i've seen one at goodwood i met because yes i met peter rawlinson driving in his in his lucid yeah so no they're not there's not i've not seen one in the wild at all it seems i feel like they would do well yeah i don't know i mean yeah yeah rivian i know has other challenges because trucks are you know at least where i'm at in europe are not a thing yeah um and the suvs they're extremely large by European centers.
56:16So I don't know, maybe the R2 will be a good one. But yeah, Rivian's at that point where I do think they've cemented themselves as they're here to stay. They're sort of, I'm not too big to fail, but if anything, if for whatever reason, everything worked against them and they didn't have any more successes, you know that Amazon or Apple or somebody would step in and buy them and keep them going. There's no doubt. But they got, what, a$5 billion investment from Volkswagen? Right. And now they're licensing their software into a lot of Volkswagen, which is where, I mean, Volkswagen knows how to make cars.
56:53There's no doubt about that. But software is not their strong suit. They've shown us that. Yeah. It's a cheap device in a diesel engine, and then it's brilliant. Yeah. Sorry, didn't mean to mention that. Put those people on the actual software use. So I think Rivian has enough strong partnerships and they have enough momentum that there's no doubt in my mind. I mean, I think they're doing relatively well financially and relatively well with their production numbers. And they're still pre their version of the Model Y, if you think about it. Yes. Like the cheapest Rivian is still very expensive and as amazing as they are, I think they're totally worth all the dollars that they have.
57:36but you know not everyone's going to be buying a 70 to a hundred thousand dollar vehicle it's just not practical right so your market size is already limited and then by the time Rivian actually came up with something uh there's not a lot in in the in the truck space right there's only a few options in the U.S. but in the SUV space you do have a lot of competition from you know like Mercedes people that have been making really high-end luxury vehicles since before Rivian was much longer than anyone else on the planet yeah exactly so so the competition there i think is pretty pretty stiff you know and then now i think the actually i just think i just saw the range rover electric one was delayed um but but anyway so you know when you have when you have legit competition in the space and people are spending a hundred thousand dollars yeah i i would guess that they're likely going to go with the brand that they know and you know feel like they can trust so they have some some serious headwinds in that space but when the r2 comes out i think that they've built up enough brand value yeah like rivian as a brand i think is worth a lot like rj scurringe the ceo is like the nicest guy on the planet who you know has a has a phd in in automotive manufacturing like the guy there's you couldn't you couldn't you know cartoon draw a better person to be that guy you know maybe the the one thing if you say he has any faults is that he's not controversial enough yeah you know so he's kind of not in the news you know like he needs to yeah come out swinging more but anyways so so i think rivian's in a really good place you know and the whole delivery van thing that was always overlooked because that's the thing i i'm sort of i forget that that yeah i mean they got an order and and i think but i think uh amazon's reduced the size of it but they still ordered a hundred thousand of these delivery vans you know and they're not cheap to make and if you go back to san diego or california they're all over the place.
59:25They're everywhere. So it's not like they, you know, it's some, you know, theory. No, no, these are out there. They make a lot of them. So in fact, I think they sell more of their electric vans than Ford sells of its electric vans, which is, I mean, that's Ford you're talking about, right? So yeah, I think Rivian is going to do really well. Obviously the legislative environment, the political environment right now is not in their favor, especially with the tax credits ending. But I think once the R2 really starts to hit the roads early next year or whenever it happens next year that will be their model y and i guarantee that will you know their sales volumes will will you know 5x what they are now so yeah i'm really excited about i love rivian i think that you know they have a lot of teething issues still uh but they're solid you know and lucid lucid i find really really good as well like peter rollinson one of my favorite people in the industry i've ever yeah and i know he's not he's not there anymore but like uh it's you know i think lucid it's the same thing when the gravity suv i think it's finally out or coming out um and then whenever they come out with a bit cheaper of a model if they do that yeah you know i always i've had many you know glasses of wine with peter talking about this going look it works now because mercedes and bmw do not make electric cars at the time but as soon as the true luxury brands start making electric cars i'm sorry buddy like it's gonna i think it's gonna be too strong of a headwind for you like you're gonna have to really differentiate and it'll be a very niche kind of product but if you could make something that is like like the gravity suv like 500 plus miles of range yes and because the people buying it don't care about the cost right at that point if you're at that stage yes the cost doesn't matter does it yeah yeah so so it was funny you know because i mean and he agreed he said you know their competition wasn't tesla their competition was mercedes and bmw and i said yeah enjoy the lead while you have it because as soon as they start coming out with I think it's going to be a really tough challenge.
1:01:21Because Jack has just been, I mean, you may, I don't know if you went, but Jack just went to see the new A Class A BMW, had to sign an NDA, couldn't take his phone in. They shot the footage. They've still got the footage. We're not allowed to have it until it's released. So I genuinely don't know anything about it. But I said to him, well, you're impressed. And he said, it's just the next step. He said, you will see this thing and you'll go, oh my God. you know yeah the distance between my little nissan leaf that's still here yes and that is he said it's like it's like model t with a with a porsche 911 you know it's that much of a gap which is so i mean who knows you know no i mean that's that's really the phenomenal thing about about this whole transition but you're right i mean most you know on my channel you can sort of see i got kind of bored reviewing evs sure a few years ago because in the early days every new ev was It was exciting and different.
1:02:13It was like, oh my God, what is that? You know, I can't believe they did that. Oh, what about this? And now it's just, oh, next year's version of the Kia. Yeah, yes. And not to bash Kia. I love Kia. I think they make great, phenomenal. But it's like, I don't need to review the 2026 version of the same car or whatever. It's all sort of just kind of, now it just seems normal. Yes. I mean, I think, but I sense that is the best. So there's a very, very good old friend of mine. his partner has been a, I think it's fair to say, you know, a fairly wealthy Londoner who has always driven a Range Rover.
1:02:50So from when she was 19, I think her father bought her one and she's always had a Range Rover. And that's just who she is. And there is a specific type of woman in this country. Yes. And they like Range Rovers. And that's fair enough. I'm not, but you know, a Range Rover in the middle of London is more, you know questionable anyway she has just bought the uh i cannot believe she's done she came to visit us this weekend uh she's got an uh uh kia ev9 the big the big suv she absolutely she's just obsessed with it and it's first so her first she's gone from she's gone from a no electric car to this enormous tank what she says is hysterical is that she was always like ashamed she's got a garage and her Range Rover just about fit in it this thing is too big it doesn't fit yeah she's I can't believe I've gone to an electric car it's even bigger yeah it's a seven it's a seven seater I sat in the no one had said it's brand new I sat in the very back row and she would sort of shout it what's it like back there but I mean it's an amazing car and they're what she's she's had it kind of I think six weeks and she's just looked back at her bank statements and seen how much she paid for petrol in a six-week period and it's just gone she said that we are paying for the electricity at night time off peak at their house you know they're lucky they can charge it off the you know off the street in london but um you know it is and it's i just think it's interesting that it isn't like the first which you all have seen this as well the first sort of few people that bought teslas or bought nissan leafs or renault zoe's were kind of in you know early adopters enthusiasts they would put up with the pain and the hassle and right she's not prepared to do and now it's gone to normal people just will buy byd because it's cheaper right and then and that's why they've got it you know and and then basically i don't want to blow her wealth up too much but she's definitely not poor people have you know people like her who would normally buy a very high-end Vima or a Mercedes or a Range Rover, she's now done, made that change and, and is obsessed.
1:05:00I mean, and how is she? Yeah. She's also going to tell all her mates, you know, so her social circle are going to go, Oh, well, I don't buy petrol anymore, darling. Yes. I'm electric now. That British, I can, I can see it already. I love it. I love it. Yeah. No, that, that's absolutely right. I mean, it's amazing how quickly people become enthusiasts once they experience it for themselves. I love the Kia EV9. I think it's phenomenal. It's an extraordinary vehicle. Yeah, amazing. Whenever we find ourselves back in the U.S. looking for a car, that may be one of the ones that we buy. I mean, in fact, if you're looking at the Rivian R1S versus that, I think it's compelling.
1:05:37Kia obviously has been making cars a lot longer. It knows how to do it. I mean, lately, all of the ones I've seen out of them have been phenomenal. It's just the way that, you know, that sort of, that stuff that is, has taken many decades to finesse. But it's like, you open the back and you press the buttons and the seats go flub, flub, flub. And they go flat. There's no sort of, I can remember when we had an estate car and you'd put the seats down and all they were still up. And that's just, the way that's designed now is just amazing. The storage, you could move your house with the back of that.
1:06:08Yes. Well, I've been talking to my wife about this because now we're here without a car. and all the cars that are around us are relatively small. I mean, they're not tiny. But I'm thinking about it. I'm like, do we need a truck back home? I'm starting to question this whole thing. I'm like, I could just put a rack on top for the surfboards and the bikes. And I mean, you could definitely get it done without it. And we only have two kids. So it's not like we have four kids where we have to have that third row seating. So look at it. This might be starting. My perspective's changing. That's part of the whole idea.
1:06:37Oh, my God, you're getting sucked into the crazy socialist world of European. That's right. That's right. I'll tell you what, though, free health care. I'm excited about this. Oh, my God. I mean, free. I have to pay 80 euros a month or something for Social Security, but whatever. It's basically free. Yeah. No, that is the most – I mean, it was one of the most terrifying things when I used to work regularly in America. It wasn't terrifying. It was only that I would see my medical insurance that the company had for me. and I just go oh my god I've never I've never seen that many figures in one right you know it's just insane what they had to do and thank goodness that was we never called on it but yeah yes I know it's not um it's no it's it's nice I'm enjoying some of those services here yeah I mean Ben we've talked for over an hour always try and do under an hour it's so much I just you know we've we've covered all the main points yes yes we've solved climate change yet Solve climate change, absolutely, without any trouble at all.
1:07:38We'll take our Nobel Prize now. Thanks. It's been really good to catch up with you. And I mean, I do hope, you know, if you are road tripping up into the damp island off the coast of mainland Europe, you'd be very welcome. No, I'm hoping to come join you guys. When is Farnborough? Oh, that's in October. Oh, brilliant. Oh, yeah. Yes. Oh, my God. It's going to be so exciting. Because also, you know, we've done this reenactment of Junkyard Wars. Yeah, Zappie. Zappi, we just finished last week the two machines. You will love them. They are extraordinary. No, that's amazing. You'll just look at them going, why the hell have they put those electric motors there?
1:08:17How the hell does this work? So I'm about 90 % that I'll be joining you there because I have to get one last. It's my identification card, my basically saying, but because UK is not in Europe anymore, I need that. Otherwise, if I try to return to Europe, well, I have to have, there's all this paperwork. And yeah, yeah. So I need that card, but I think it'll be here before then. So about 90%, sure. Oh, that's really good. So that'd be great. Excellent. We will see you there. Okay. Thanks so much, Ben. Really hope you enjoyed that. It was great fun talking to Ben. What an absolutely amazing dude.
1:08:55Really looking forward to seeing him later this year. please do tell your friends about the Everything Electric show Everything Electric Cars or Everything Electric Tech both on YouTube do subscribe to them if you haven't already really worth doing so you don't miss the amazing plethora of episodes we've got coming up and that's it as always if you have been thank you for watching this summer turn your gifting game up during the summer plant and garden sale at 1800flowers.com Right now, you can score up to 30 % off succulents, bonsais, fresh-cut blooms, and more. Whether you're celebrating a birthday, sending a thank you, or a just-because surprise, 1-800-Flowers lets you save big on a stunning selection of gifts.
1:09:39Save up to 30 % off during the Summer Plant and Garden Sale at 1-800-Flowers.com slash podcast. That's 1-800-Flowers.com slash podcast. Gift something unforgettable today. We learned how to love dogs from the dogs that loved us. and waited for us to get home from school. They were the dogs that raised us. We returned the love with Pedigree dog food. It was good then, and it's better now. Every bowl has 100 % complete nutrition, supporting six health essentials, and now it includes vitamin good bites, a nutrient boost your dog will love. Pedigree. Good then. Better now.
From the publisher
From car-centric California to car-free Madrid— @BenSullinsOfficial Robert Llewellyn to explore life without a car, the truth behind Spain's blackout, and why renewables get unfairly blamed.
Robert and Ben also chat grid stability, energy misinformation, public transport, and how Europe puts people first while the US still builds for cars. Plus: the role of algorithms in clean tech media and framing outrage! @fullychargedshow @EverythingElectricShow
- Why not come and join us at our next Everything Electric expo: https://everythingelectric.show
- Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow
- Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff
- Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow
- Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0
- Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/
- Visit: https://FullyCharged.Show
- Find us on X: https://x.com/Everyth1ngElec
- Follow us on Instagram: https://instagram.com/officialeverythingelectric
- To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show
- Everything Electric VANCOUVER - Vancouver Convention Center - 5th, 6th & 7th September 2025
- Everything Electric FARNBOROUGH - Farnborough International - 11th & 12th October 2025
- Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025
#fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #electricvehicles #evs #renewableenergy
