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3 Shifts Edition (Mar 21 2025): Amazon gets ambitious, The EPA’s regulation rollback begins, BYD EVs can charge 400 km in 5 min
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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, Amazon is making big moves on multiple fronts, from its own reasoning model to slashing prices on chips to a supercharged Alexa to challenges to Google’s cross-site ad-buying platform. After a stretch of cost-cutting, Amazon is planning a $100B capex budget for 2025 that will outpace all of its rivals. Is this a comeback arc?
Next, the EPA’s regulation rollback has officially kicked off, with 31 actions starting to unwind rules on power plants, oil and gas, vehicles, pollutants standards, GHG reporting, and the key “endangerment finding,” among others. It all still needs to go through the formal rulemaking process, but the Trump administration is firing the starting pistol early.
Finally, Chinese EV maker BYD is turning heads with its new ultra-fast charging tech, claiming 400 km of range in just 5 minutes – about the time it takes to fill up a tank. With its vertical integration, global expansion, and R&D push, BYD is no longer Tesla’s low-cost shadow – it’s growing rapidly and building the future at warp speed.
Enjoy.
– Tam
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