Ride the Lightning: Tesla and EV Podcast Episode 553: Rivian Gets RAD
Mar 8, 2026
Rivian unveils a high-performance RAD division and teases race‑derived drive modes and tuning features. Tesla reclaims top sales in EV‑dominated Norway as market trends shift. BYD reveals a next‑gen Blade V2 battery and ultra‑fast flash charging that promise dramatic range and charging changes.
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Model YL Likely US Launch In Early Q3
- Ryan predicts a US Model YL announcement in early Q3 to replace Model X/S capacity and capture buyers wanting a larger three-row SUV.
- He reasons it leverages existing Model Y lines and could be timed after final X builds in Q2.
Listener Poll Found Majority Think $70K Cybertruck Is Too Pricey
- Ryan's Patreon poll showed 44% of respondents think the $70K Cybertruck base AWD is too expensive, with only 6% saying it's fair.
- The lack of air suspension and stripped interior likely drove negative sentiment among ~300 voters.
FSD Transfer Rule Change Hurt $60K Cybertruck Buyers
- Tesla changed its FSD transfer policy to require vehicle delivery by March 31 rather than order placement, unintentionally excluding many $60K Cybertruck buyers.
- Ryan argues this and other recent moves have eroded customer goodwill and trust.