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Waymo and Toyota have announced a partnership aimed at competing with Tesla in the development of personally owned self-driving vehicles.

Waymo is already widely regarded as the market leader in autonomous driving, as it currently provides approximately 250,000 autonomous paid rides per week in the few markets where it operates.

Tesla is playing catch-up as it plans to offer the same service Waymo offers, starting in Austin in June, with 10 to 20 vehicles.

However, there’s an area of autonomous driving where Tesla is still seen as the market leader: personally owned self-driving vehicles.

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While Tesla has yet to deliver on its promise of unsupervised self-driving capability in its consumer vehicles, it uses the same technology in those as it plans to do in its internal fleet in Austin, albeit with more Austin-specific training and some teleoperation assists.

Some see this as an opportunity for Tesla to take the lead in personally owned autonomous vehicles if it can solve self-driving on its current hardware, which is a big if.

It already has smoothly integrated sensors that don’t clash with the designs of its vehicles, which is something that car buyers care about, but it’s not a big deal for an autonomous ride-hailing fleet, which is what Waymo has focused on so far.

Now, Waymo and Toyota have announced that they are exploring collaboration on autonomous vehicles :

Toyota Motor Corporation (“Toyota”) and Waymo reached a preliminary agreement to explore a collaboration focused on accelerating the development and deployment of autonomous driving technologies. Woven by Toyota will also join the potential collaboration as Toyota’s strategic enabler, contributing its strengths in advanced software and mobility innovation. This potential partnership is built on a shared vision of improving road safety and delivering increased mobility for all.

More specifically, the collaboration will focus on “next-generation personally owned vehicles (POVs)”:

Toyota and Waymo aim to combine their respective strengths to develop a new autonomous vehicle platform. In parallel, the companies will explore how to leverage Waymo’s autonomous technology and Toyota’s vehicle expertise to enhance next-generation personally owned vehicles (POVs). The scope of the collaboration will continue to evolve through ongoing discussions.

This would point to Waymo integrating its technology into Toyota’s vehicles for consumers.

While it’s still early, Waymo appears to be doing something Elon Musk, Tesla’s CEO, claimed Tesla would be doing soon: announcing deals to integrate its ‘Full Self-Driving’ technology in vehicles built by other automakers.

For more than a year, Musk has said that Tesla has been in discussions with other automakers about licensing its self-driving technology, which is still in development; however, no progress has been disclosed about those discussions yet.

Waymo also announced a similar partnership with Hyundai last year, though this one is expected to first focus on Waymo using Hyundai vehicles for its own autonomous ride-hailing fleet.

Electrek’s Take

This is a big deal. The world’s leader in autonomous vehicles is partnering with the world’s largest automaker.

It’s still early in the collaboration, as per the press release, but it does sound like Waymo is going to develop a hardware suite that can be fitted into Toyota’s consumer vehicles.

This would go after Musk’s argument that Waymo can’t compete with Tesla due to the high cost of its autonomous vehicles.

Waymo’s counterargument is that it hasn’t focused on cost because safety is the priority, and the cost of the vehicles doesn’t matter as much if they are to be used in an internal ride-hailing fleet.

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China’s 3-row 872hp SUV would destroy the EU/US market: $40K Lynk & Co 900 PHEV 

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China's 3-row 872hp SUV would destroy the EU/US market: K Lynk & Co 900 PHEV 

On our trip to Shanghai auto show facilitated by Zeekr, my colleague Scooter and I got to see an unbelievable amount of EVs from 20+ makers, many of which we’d never heard of. Each maker offered an incredible array of models but one in particular stood out to me: the Lynk & Co 900.

One thing I love about this Plug-in Hybrid is that it has a relatively huge battery and could be ridden fully electric, outside of road trips. The two 45-52kWh battery options provide somewhere between 220 and 280 km of range using China’s optimistic calculator. That’s 137 – 174 miles of EV range before the gas motor kicks in and about six times the average daily commute.

Zeekr, Lynk & Co’s sister company, has an even bigger battery, but gawdier PHEV with a 380km/236 mile range before the gas kicks in. At this point, we are really talking about an EV with a range extender.

As with many Chinese luxury vehicles, the second row seats really stood out. They are as comfortable as a laz-y-boy and offer to electronically spin around 360 degrees to make the 2nd and 3rd row a conference area. I nearly fell asleep in them a few times. OK I did but that’s because of jet lag or something. I can’t get over how futuristic the back of this car is.

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Lynk & Co 900 is 524 cm long, 199 cm wide, 181 cm high and has a wheelbase of 316 cm and uses the SPA Evo modular architecture.

The drive is smooth and quick and never once did that petroleum engine kick in.

The 900 comes with standard roof-mounted LiDAR, with higher-priced variants powered by Nvidia’s Thor smart driving chip enabling door-to-door navigation with G-Pilot H7.

Its sleek body isn’t just for looks as it hits the wind tunnel with an impressive drag coefficient of 0.291 Cd. It also boasts a top tier 0-100 km/h in 4.3 seconds.

Lynk & Co is making waves with its upcoming 900 model, which has already received over 40,000 pre-orders ahead of its official launch on April 28. Built on the SPA Evo architecture, the six-seater combines class-leading 88.2% space efficiency with innovative 180-degree rotating second-row seats, targeting premium family buyers seeking versatile cabin configurations. The intelligent cockpit features front and rear 30-inch 6K displays driven by dual Qualcomm 8295 chips, delivering 60 TOPS computing power for eight-screen coordination via the LYNK Flyme Auto system. Powering the SUV is a 2.0T plug-in hybrid (PHEV) powertrain with 3-speed DHT Pro transmission and dual rear motors, generating 650kW total output to achieve 0-100km/h acceleration in 4.3 seconds – positioning the 900 as one of the fastest electrified SUVs in its segment.

It turns out that there are other similar vehicles from other Chinese makers including the Li L9, Denza N9 and Aito M9.

Electrek’s take:

The Lynk & Co 900 is the Chinese EV market in a nutshell:  90% of the car at half the price of its western rivals. Compare to a Range Rover, Rivian R1S, the upcoming Scout, Hyundai Ioniq 7 or a Kia EV9 and it is hard to imagine how well these would sell in the US and Europe.

Something else I love to see is a huge battery PHEV with enough range for reasonable daily tasks before the gas engine kicks in. Scout has a similar idea so we might get to try something similar in the US.

Even in China Lynk&co has noted it had 40,000 pre-orders before launch, so I think this is going to be a popular vehicle. I don’t think, even with the bananas current trade climate, this one will show up in the US. Europe on the other hand might want to keep an eye out however.

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Home solar prices just hit record lows – and storage is even cheaper

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Home solar prices just hit record lows – and storage is even cheaper

If you’ve been holding off on going solar, now might be the time to revisit that quote. According to EnergySage’s new Solar & Storage Marketplace Report, prices for both home solar and solar + storage reached record lows in the second half of 2024.

EnergySage, an online solar shopping marketplace (and Electrek affiliate) analyzed millions of quotes from installers across the US in its 20th semiannual report. The data covers January through December 2024 and offers a detailed look at what homeowners pay for solar panels, batteries, inverters, and more.

Home solar and battery storage price quotes hit record lows

The median price for solar-only systems dropped to $2.65 per watt in the second half of 2024, down from $2.80 per watt earlier in the year. That’s the lowest price EnergySage has recorded.

Battery-backed systems saw an even bigger price drop: home solar + storage quotes fell from $2.59 per watt in H1 2024 to $2.40 per watt in H2 2024. Tesla’s Powerwall 3 is playing a big role in the storage price drop. The new version includes an integrated inverter, which shifts some of the cost from the solar quote (measured in $/W) to the storage quote (measured in $/kWh).

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These falling prices were driven by a mix of factors. Equipment costs have dropped – Wood Mackenzie reports that residential solar panel prices were down 30% year-over-year. High interest rates and stable electricity prices have softened demand, pushing installers to offer more competitive pricing. And in California, changes to the state’s Net Billing Tariff have also pressured installers to drop prices.

“Heading into 2025, solar and battery prices had never been lower on the EnergySage Marketplace, and for homeowners, that means more affordable and accessible clean energy solutions,” said Emily Walker, director of content and insights at EnergySage. “This creates a compelling record-low benchmark to measure against as we begin to see the effects of shifting policies and tariffs take hold this year.”

Say hello to high-wattage solar panels

Home solar panels are getting more powerful, faster. In H2 2023, 81% of quotes included panels rated under 400 watts. By H2 2024, that number had dropped to just 14%. The shift is thanks to advances in panel efficiency and design: Either the panels themselves are getting bigger, or they’re packing more power into the same space.

High-wattage panels can reduce the number of panels needed per home, saving space and installation time. But there’s a wild card in 2025: tariffs. Bloomberg reported in April that the US had a stockpile of 40-50 gigawatts of solar panels at the end of 2024, which may buffer the US solar industry from big price hikes. However, that could slow down innovation and complicate the supply chain.

“As panel technologies improve, more homeowners are being offered higher-output systems – meaning fewer panels, more power, and a better return on investment,” said Walker. “We’re closely watching how inventory strategies and upcoming tariffs may shape this trend.”

Read more: Tesla Powerwall 3 is disrupting the solar inverter market


To limit power outages and make your home more resilient, consider going solar with a battery storage system. In order to find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. They have hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use and you won’t get sales calls until you select an installer and you share your phone number with them.

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisers to help you every step of the way. Get started here. –trusted affiliate link*

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Rivian (RIVN) quietly built an EV battery supply to brace for Trump’s tariffs

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Rivian (RIVN) quietly built an EV battery supply to brace for Trump's tariffs

Rivian (RIVN) is already preparing for changes under the Trump administration. In anticipation of Trump’s new auto tariffs, Rivian built a reserve of EV batteries from Asia as a countermeasure.

Rivian has a plan to overcome Trump’s tariffs

At this point, nearly every major automaker has acknowledged the damaging impact of tariffs on vehicle imports in the US.

GM, Volkswagen, Mercedes-Benz, Stellantis, and Volvo all withdrew their financial guidance due to the uncertainty. Rivian wasted no time preparing for the changes.

According to a Bloomberg report on Wednesday, Rivian has been stockpiling lithium-iron phosphate (LFP) battery cells from Gotion High-Tech since last year. The battery cells are used in Rivian’s Commercial Van, initially used by Rivian and now open to other businesses.

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Sources familiar with the matter said Rivian covered the upfront costs to stockpile inventory for later use. China’s Gotion paid for and built a separate reserve in the US.

The sources also said that Rivian is working with Samsung SDI to move a significant portion of its battery supply from Korea to the US. Battery cells from Samsung are used in Rivian’s R1S electric SUV and R1T pickup. All three vehicles are built at Rivian’s manufacturing plant in Normal, IL.

Rivian-Trump's-tariffs
Rivian R1T (right) and R1S (left) Source: Rivan

The move is to ensure Rivian has enough supply while minimizing potential higher prices and other complications from the tariffs.

As it prepares to launch its smaller, more affordable R2, sources said Rivian is looking to secure similar deals for batteries and raw materials in the future. Rivian has reportedly already signed its first agreement, but no other details were offered.

Rivian-Trump's-tariffs
Rivian’s next-gen R2, R3, and R3X (Source: Rivian)

The upcoming R2 will use cells from LG Energy Solution. Although they will initially come from Korea, LG will produce the next-gen batteries in Arizona.

Electrek’s Take

Although Trump eased some of the impacts on imported vehicles on Wednesday, many tariffs remain in place and are already causing havoc in the industry.

Almost every major automaker has withdrawn earnings guidance due to the expected impacts. Like Rivian, others are taking countermeasures, including boosting US inventory in preparation. However, how long can this last?

Trump claims that the “Golden Age of America” is here, but it looks to be the complete opposite. The tariffs will only put the US further behind as China and others emerge as global leaders in tech.

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