Welcome back to the podcast today. U.S. EV sales hit a record. VW's EV update and Mercedes-Benz ad AI. Plus, stay tuned later in the show. I'll tell you why Tesla's latest moneymaker seems to have annoyed drivers by running ads inside their cars. We'll know EV News China today, as it's the weekend. It's back tomorrow. Let's get into the numbers we knew we're going to be really good.

U.S. EV sales hit a record in Q3 as the expiration of the federal tax credit brought forward many sales.

Kelly Bluebeck estimates that, which is a very specific estimate, by the way, 438,487 units EVs sold in Q3 in the United States as buyers rushed to beat

the expiring incentives. Volume was up 41% from Q2 and up 30% on Q3 last year,

topping the previous high, which was the end of last year, by nearly 20%, and lifting

EVs to 10.5% of total vehicle sales. Last year, it was 8.6%, where about 90 EV models were sold last

quarter in the United States. Only nine of them, though, exceeded 10,000 units. The Tesla Model Y and Model 3 leading the way, by the way,

the Y was estimated to have sold 114,000, and the Model 3, 53,000. The new Chevy Equinox continues to

sell really well. That's in the top three. And outside those leaders, most EVs are selling

under 2,000 units a month in the

United States. Loads of choice, but no real domination apart from Tesla. Volume is essential in

automotive manufacturing. So, profitability for some of those automakers is definitely on their

minds. Yet record sales and rising share point to a clearer path towards scale and improved

economics. Now, Volkswagen Group delivered a lot of B-EVs worldwide in the last quarter. So these

are pure beves we're talking about, not just plug-in hybrids as well. These are pure B-EVs. 252,000 of

them were sold globally in the last quarter. That is up 33.1%

year-on-year, bringing the nine-month BF deliveries at the business to 717,500. So that is up 42% on

the same time last year. Growth was moderated after a strong start globally. Q1 got off to a

rip for Volkswagen. First half B-EV deliveries for the first half of the year standing at 465,000

units. Across all power trains, Volkswagen Group still shipping about 2.2 million vehicles last

quarter so BVs a big chunk of their business and regionally the Q3 shifts were well pretty

pronounced lot of the German car makers are finding this in the US BV deliveries climbed

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