220: But Wait, There’s More

Tesla Q1 earnings underwhelm, but aren’t a surprise. Also not a surprise was Subaru updating its Solterra specs. What was a surprise was Subaru’s “but wait, there’s more” vehicle, the Trailseeker EV, which is what the Solterra should have been all along — or is it? We pick it apart. We also get into the forthcoming electric Mercedes minivan, Lucid’s most recent purchase, and more!

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SHOW NOTES
Tesla Q1 earnings underwhelm: https://finance.yahoo.com/news/tesla-misses-on-q1-results-but-stock-jumps-after-musk-says-time-at-doge-will-drop-significantly-214802096.html

Elon Musk reportedly shut down internal report: https://electrek.co/2025/04/16/elon-musk-shut-down-internal-tesla-analysis-that-showed-robotaxi-would-lose-money/

Tesla VP of Engineering Lars Moravy gives big hints at “low cost” model: https://insideevs.com/news/757406/tesla-affordable-options-critical-earnigns/

Updated 2026 Subaru Solterra gets more power, range: https://www.theverge.com/news/651786/subaru-solterra-ev-2026-facelift

Subaru unveils Trailseeker EV: https://www.caranddriver.com/news/a64442428/2026-subaru-trailseeker-revealed/

Mercedes shows ultra-lux Vision V minivan, says it’s coming to the U.S.: https://www.edmunds.com/car-news/mercedes-benz-van-ea-concept-first-look-debut.html

Lucid buys Nikola production facility for $30 million: .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}