The $300K Tesla Semi and the 78% Loyalty Question

The $300K Tesla Semi and the 78% Loyalty Question

22:18 Feb 14, 2026
About this episode
Description: In this episode of Kilowatt, we explore the latest developments in the electric vehicle industry, along with a behind-the-scenes look at the podcast production process. Lucid Motors opens a new manufacturing plant in Saudi Arabia, aiming to dramatically increase production capacity and expand its global footprint. Toyota makes waves with continued solid-state battery development alongside a Japanese oil partner, while also preparing to launch a fully electric three-row Highlander. On the Tesla front, we examine declining buyer loyalty numbers, comparing recent figures to Tesla’s remarkable 98% loyalty rate in 2020, and discuss what may be driving the shift. Finally, we break down the latest Tesla Semi pricing and specifications, including new cost details revealed through state filings and how the truck stacks up against diesel competitors. The episode wraps with reflections on streamlining the show while continuing to deliver meaningful, timely EV coverage. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube – https://www.youtube.com/@beyondthepostfm Beyond the Post Podcast – https://www.beyondthepost.fm/ Shuffle Playlist – https://shows.acast.com/shuffle-playlist 918Digital Website – https://www.918digital.com/ News Links: Lucid Is Finishing A Greenfield EV Plant For The Next Phase Of Global Manufacturing Toyota Goes “Big” With 3-Row, All-Electric Version of Highlander SUV Big Oil Is Betting Big on Toyota to Win the Solid-State Battery Race Tesla Buyer Loyalty Drops a Ton, But Still 3rd in USA Tesla Semi Price Revealed: $290,000 Tesla Reveals Final Semi Spe
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