BJ Birtwell
@ElectrifyGuy
Founder + CEO: Electrify Expo
I met the National organizers of the Tesla Takedown movement yesterday at my festival in Seattle. A couple weeks ago, an email was sent to our general inbox from the organizers who threatened to stage in-person protests and escalate further if we did not remove Tesla from our…

Since launching Ford Power Promise, more than 10K complementary home chargers have been installed! This offer is just one way we’re helping customers save time & money w/ their electric vehicles, so we’re now extending @Ford Power Promise until Sept 30. fromtheroad.ford.com/us/en/articles…
Chinese BYD electric vehicle. Might want to increase tariffs to 1000%.
The current 30% tariff would raise retail prices on BYD vehicles in the U.S. by roughly the same amount, squeezing their low-price advantage. But analysts say it wouldn’t eliminate it. In Europe, a 30% duty left BYD with a ~€4,700 (~15%) margin above Chinese prices—making…
Interestingly, President Biden retained most of Trump's tariffs upon taking office in 2021 and, after a review, chose to escalate them further. In May 2024, the Biden administration quadrupled the tariff on Chinese EVs specifically to 100%, alongside increases on related goods…
And people are worried about EVs overpowering the grid lol. 🤡
In terms of scale, the largest publicly known AI GPU cluster today is xAI’s Colossus, with around 200,000 GPUs. OpenAI’s target of over 1 million would make it about five times larger than that. To grasp the enormity of scaling to something like 100 million GPUs: A single…
Uber will invest $300 million into Lucid as part of the arrangement. insideevs.com/news/766132/lu…
People often ask about @Ford’s approach to electric vehicles. Here’s how I explained our POV recently at @AspenIdeas. All about listening to our customers to meet their needs. Thanks to @WalterIsaacson for the great conversation.
Dear @LucidMotors, Today, when I saw the breaking news that the President will be signing One Big Beautiful Bill OBBB into law tomorrow, I honestly thought my dream was about to come true faster than a 0-60 launch in your Air Sapphire. 🤠 As I’ve mentioned before, your Lucid…
Cadillac Escalade IQ Gets More Than 600 Miles On A Single Charge cleantechnica.com/2025/07/01/cad…
ELON NEVER WANTED AN EV MANDATE OR SUBSIDIES Elon’s opposition to the ‘One Big Beautiful Bill’ has never been about its removal of EV tax credits or the EV mandate, it’s simply about his passionate opposition to rising government debt. He knew at the time he endorsed Trump that…
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Increasingly think this might be the most important chart in the world right now
China is on track to install ~20 times more solar in 2025 than the United States. Yeah.
We have waited for Tesla autonomous delivery for over 10 years. I also want to congratulate our delivery team for making this happen in addition to our AI team. Let’s celebrate!!!
The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town, including highways, was just completed a day ahead of schedule!! Congratulations to the @Tesla_AI teams, both software & AI chip design!
Middle East wars impact gas prices. High gas prices motivate Americans to shop EVs. 80% of people who buy an EV, keep buying EVs in the future. These are facts. My take: linkedin.com/posts/bjbirtwe…

Thank you @DC_Draino and @emilysavesusa for coming thru Electrify Expo this weekend in LA. Hope you had fun and were impressed by the many EVs you experienced. 🎉💯

Exclusive: Tesla partners with Electrify Expo to launch full-weekend EV test drives | TechCrunch techcrunch.com/2025/06/20/tes…
If U.S. Automakers don’t get serious about EVs, they won’t be competing with China—they’ll be surrendering to it.
