Kyle Field

Pretty astonishing. In Texas, between 10:00 am and 4:00 p.m., 80-90% of electricity comes from carbon free sources. And storage is already a significant contributor in the early morning and evening

Driving EVs is about to be the “cool” and “smart” thing to do. I’m not sure who would have ever guessed that? 🤷

The Bitter Lesson of Robotics: It's extremely easy to make a video of a robot doing something once under perfect conditions then post it to X. But it often takes a decade to harden systems and design for all the insane edge cases of the real world. Many companies raising $$$$ on cool demos, but all the hard work comes after

BREAKING: 17% of Qatar's natural gas export capacity was reportedly wiped out by Iran last night, with repairs expected to take 3 to 5 years.

There are now 100 Lucid Gravity robotaxis testing with Nuro and Uber

Here's an updated look at the oil futures curve today vs. 1 month ago. You can see it's just a massive structural change. Even Brent for delivery in 2029 is way more expensive than it was

Rivian says it no longer expects to achieve “adjusted core profit” in 2027 as it ramps up research and development spending to accelerate its autonomous driving roadmap.

NEWS: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation. It's linked to Jeff's Project Prometheus AI startup, which aims to build AI products for engineering and manufacturing in fields like computers, aerospace and automobiles. (via WSJ)

JUST IN: New York City reportedly now spending more per homeless person than the median income of the city.

NEWS: The NHTSA has announced that its has upgraded the probe into Tesla's FSD (Supervised) in low-visibility conditions to what’s known as an “engineering analysis.” It’s a step that is often required before the agency tells a company to issue a OTA recall, but does not automatically mean that the NHTSA will issue a OTA recall. The NHTSA said its engineering analysis follows an earlier preliminary review and broadens the probe to about 3.2 million ​Tesla vehicles across multiple models equipped with the system, covering most vehicles on U.S. roads.