Steve LeVine

@stevelevine

I run The Electric; author The Powerhouse. Signal 650.804.5563 http://subscriptions.theinformation.com/newsletters/th…

Washington

Joined December 2008

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Steve LeVine@stevelevine · Jul 24

After scooping up Northvolt assets, lithium sulfur battery developer Lyten lets go 15% of its staff, including its prominent chief battery strategist—Celina Mikolajczak—and 45 others. The Information. theinformation.com/articles/batte…

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Steve LeVine Retweeted

The Information@theinformation · Jul 10

As Battery Investors Retreat, This Scrappy Startup Has Bought Assets on the Cheap While cash-strapped rivals hunker down, lithium sulfur battery maker Lyten is snapping up distressed assets and looking to cash in on military drones. Read more from @SteveLeVine 👇…

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Steve LeVine@stevelevine · Jul 25

Elon Musk has made hands the proving ground of the Optimus robot. But Tesla has struggled to produce them. Some Optimus models have sat unused because they have no hands or lower forearms. By @theo_wayt and @rocketalignment. The Information. theinformation.com/articles/insid…

stevelevine's tweet card. Elon Musk says humanoid robots will be the future of Tesla. The company has a long way to go. Tesla is well behind the pace necessary to meet Musk’s publicly stated goal of producing at least 5,000...

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Matt Kissinger@MDKissinger · Jul 24

@stevelevine gets it.

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Steve LeVine Retweeted

The Information@theinformation · Jul 24

The Electric: The Startups Getting Juiced by the Renewal of Battery Fever Four or so years ago, a slew of battery startups went public. Then their share prices plunged. Now they're again among the best-performing stocks. Read more from @stevelevine 👇 bit.ly/4kTN0Zi

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Steve LeVine@stevelevine · Jul 24

After years of languishing, startup battery stocks are among the market's best performers. The meme rally is only part of the story, as batteries are powering the physical AI boom. The Electric. theinformation.com/articles/elect…

stevelevine's tweet card. Everyone has a different theory about why batteries are a thing again, and almost none of them overlap. What’s indisputable is that investors once again have battery fever.

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Steve LeVine@stevelevine · Jul 23

On the earnings call, Musk says the more affordable Tesla--to go on sale in the 4th quarter--will be a Model Y. No details on how scaled down to be cheaper.

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Steve LeVine Retweeted

The Information@theinformation · Jul 21

The Electric: Toyota Took a Pass on EVs. But it Has Bet $1 Billion on this Flying Car Company Joby Aviation hopes to avoid production hell by embedding Toyota, the avatar of modern manufacturing, in nearly every facet of its plant. Read more from @stevelevine 👇…

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Steve LeVine@stevelevine · Jul 21

For three or four years, Toyota—the conservative avatar of modern automaking—has steered clear of electric cars. But it's poured almost $1 billion and prodigious engineering talent into a riskier segment of EVs: flying cars. The Electric. theinformation.com/articles/elect…

stevelevine's tweet card. Toyota Motors is one of the world’s most buttoned-up companies. But in 2017, an executive from the carmaker’s venture arm drove into the remote Santa Cruz, Calif., mountains to see a group of...

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Steve LeVine@stevelevine · Jul 18

Just finished reading @PatrickMcGee's Apple in China, a terrific read that expands on @Waynema's original reporting in The Information in 2020 and 2021. Like theinformation.com/articles/facin… and theinformation.com/articles/how-a….

stevelevine's tweet card. If you’ve used an iPhone 13, an Apple Watch or AirPods, chances are you’ve touched the handiwork of Luxshare, which assembles them. Overthe past decade, it became the biggest Chinese manufacturer of...

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Abe Brown@abebrown716 · Jul 18

Electric flying taxis! Yes. Electric flying taxis—they're coming. Really. @stevelevine has Weekend's latest Big Read. theinformation.com/articles/flyin…

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Steve LeVine@stevelevine · Jul 18

Joby CEO JoeBen Bevirt has been working on his electric air taxi for more than a decade. Now he's on the cusp of starting commercial service, first in Dubai, then NY and LA. Oh, and he became a billionaire--again--this week. The Information. theinformation.com/articles/flyin…

stevelevine's tweet card. We all grew up with wide-eyed ideas of flying cars—you know, one day zipping around town like the Jetsons. Their failure to materialize so disappointed investor Peter Thiel that he quipped: “We...

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Steve LeVine@stevelevine · Jul 17

To break China's grip on rare earths, Trump threw his Covid vaccine playbook at them, ensuring big profits to make the magnets. Now Trump should run the playbook on iron-based batteries—LFP—on which China this week placed export controls. The Electric. theinformation.com/articles/elect…

stevelevine's tweet card. China has imposed export controls on two items on which it holds an almost complete global monopoly: the world’s currently most popular electric vehicle battery, and the metal used in the most...

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Steve LeVine Retweeted

Rock Stock Channel@RKEquityRocks · Jul 16

Watch the full discussion here 👉 youtu.be/D9dKTQxYmAw Read the newsletter here 👉 mcusercontent.com/9a8c41f471f338…

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Steve LeVine@stevelevine · Jul 16

Great to speak to @LithiumIonBull and @stevelevine on #batteries and breaking news on #RareEarths

RRock Stock Channel@RKEquityRocks · Jul 16

🔥 NEW VIDEO 🔥 @LithiumIonBull sat down with @stevelevine (The Electric) and @matt_fernley (Battery Materials Review) to dissect the Bad, the Ugly and the Good of Trump’s Big Beautiful (Battery) Bill — just as @MPMaterials dropped breaking news on a DoD public-private…

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Steve LeVine@stevelevine · Jul 12

In fast-moving TV news, David Gergen always, by far, had the smartest, most penetrating take on high-stakes politics. He's been sorely missed in the often muddled and—with rare exceptions—partisan coverage of the last few years. RIP. axios.com/newsletters/ax…

stevelevine's tweet card. Axios AM - 🕯️ Remembering David Gergen, 83

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Steve LeVine@stevelevine · Jul 10

While most battery startups and investors have hunkered down or run for the hills in these down times, lithium sulfur developer Lyten has snapped up rivals' distressed assets and sought to power military drones. The Electric. theinformation.com/articles/elect…

stevelevine's tweet card. Last November, European battery developer Northvolt was struggling and looking for a buyer for its state-of-the-art lithium-metal manufacturing subsidiary in Silicon Valley.When none of the industr...

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Steve LeVine@stevelevine · Jul 10

In a new deal, the Pentagon will invest $400 million and own 15% of rare earth miner and magnet producer MP Materials. Not finding any immediate precedent apart from temporary bailouts and a wartime enterprise in WWI. businesswire.com/news/home/2025…

stevelevine's tweet card. MP Materials Corp. (NYSE: MP) (“MP Materials” or the “Company”) today announced it has entered into a transformational public-private partnership with the Un...

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Steve LeVine Retweeted

The Information@theinformation · Jul 7

The Electric: How Big Funding for Battery Projects Got Past Trump Trump wanted to kill U.S. support for EVs, along with batteries. Instead he signed a budget that funds batteries—but for drones, robots and eVTOLs. Read more from @stevelevine 👇 theinformation.com/articles/elect…

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Steve LeVine@stevelevine · Jul 7

How Trump killed tax credits for EVs, but kept tens of billions of dollars of funding for batteries and critical minerals because they have a military role in drones, humanoid robots, electric air taxis, etc. The Electric. theinformation.com/articles/elect…

stevelevine's tweet card. President Donald Trump doesn’t like electric vehicles, which he deems unworthy of U.S. strategic support. But he wants the government to spend on drones, humanoid robots, AI data centers and electric...

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