20 Million EVs by 2030, What is what3words, YouTube’s Take on the new “Fast Forward”

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Tuesday offers us a vague and precise picture of our future as we cover some highly audacious EV goals from Elon, a new way to do navigation (you’re gonna love it), as well as some stats on how fast people are watching your YouTube videos. 

• Elon Musk tweets that Tesla could “probably” make 20 million EVs per year by the year 2030 in a Monday morning tweet. 
  • Analysis by Reuters shows that would make Tesla twice the size of any automaker in history, accounting for roughly 20% of the global vehicle market and would be a 13-fold increase over the estimated 1.5 million vehicles it hopes to sell this year
  • Tesla would need to build seven or eight more "gigafactories" - an average of one every 12 months or so - take share from every competitor and emerge as a company the size of Volkswagen and Toyota Motor Corp combined
  • They would need to increase battery capacity by 30x
  • Raw material capacity to support the planned production in 2030 does not exist today, experts say
  • Take away: Definitely a fence-swinger
• What3words is poised to change navigation, retail, and safety with its simple way to communicate navigation coordinates
  • Touted as the only navigation system designed for voice, w3w divides map into 3 meter squares and gives each a unique combination of 3 words 
  • Use categories listed include Automotive, Logistics, ride hailing, ecomm, infrastructure, uav and more
  • Breaks language barriers as it can deliver a 3 word address in 35 languages regardless of location
  • Adoption by Ford, Land Rover, Mercedes-Benz, Subaru, Tata, and Vinfast
  • Take away: ///drips.knee.vision is the location of the mainstage at ASOTU.CON btw
• YouTube says a rising number of users are increasing playback speeds
  • More people are using the playback speed feature on YT  and the company reports that it is saving over 900 years of video playback time per day
  • “YouTube currently supports watching at 0.25x, 0.5x, 0.75x, Normal (the default), 1.25x, 1.5x, 1.75x, and 2x. As you can imagine, most people watch on the default speed, but we found that when people use this feature, the vast majority of the time they choose to watch a little bit faster - in fact, this feature was used to speed up content more than 85% of the time.”
  • 1.5x is the most common speed used followed by 2x and then 1.25x
  • Most common custom speed is 1.1x
  • Starting at 6am, playback speeds weren’t used as often, engagement w speed rises near midday, slight dip dinnertime, between 7pm and 8pm, spikes between 9pm an

Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.

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