
Slate Auto will start taking orders for its low-cost EV on June 24
THE SO WHAT
A Bezos-backed “low-cost” EV taking orders with deliveries promised by year-end raises the bar on both price and speed for incumbents still fighting supply chain drag. If you’re in auto or adjacent infra, model scenarios where EV ASPs compress faster than expected — your margin story has to come from software, services, or manufacturing efficiency, not sticker price.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechCrypto Security Pioneer: ‘I Now Consider All of DeFi Unsafe’
When a crypto security pioneer publicly calls all of DeFi unsafe, the reputational risk surface for anything “autonomous” and “permissionless” just widened. If you’re building AI-driven finance or agents that move money, assume regulators and auditors will benchmark you against DeFi’s worst failures, not its best intentions.
Deep & Emerging TechBYD Debuts China’s Most Advanced EV Chip in Smart-Driving Push
BYD dropping a 4 nm automotive-grade self-driving chip in-house collapses the stack — OEMs are becoming their own Tier 1 silicon vendors. If you’re a Western automaker or AV supplier, your margin structure is exposed unless you either control your own silicon or lock in privileged access to someone else’s.
Deep & Emerging TechEU Says It Needs €120 Billion to Revive Local Chip Production
€120B by 2035 to reboot EU semis is industrial policy catching up to the reality that chips are sovereignty, not just supply chain. If you’re siting fabs, data centers, or AI-heavy operations, treat Europe as a long-duration subsidy and partnership market — but not a short-term capacity fix.
Deep & Emerging TechIntel’s Arc G3 is the handheld chip we needed, at the worst possible time
A credible Intel handheld GPU four years after the Steam Deck shows how fast timing can erase technical wins — platform and ecosystem already consolidated around AMD. If you’re building hardware-dependent products, your real risk isn’t spec parity, it’s missing the adoption window where devs and modders pick their default stack.