Toyota Drops $800M on EVs While the Legacy Automakers Pull Back

Toyota Drops $800M on EVs While the Legacy Automakers Pull Back

March 25, 2026 · 24 min · Episode 690

About this episode

Toyota announces an $800M investment in U.S. EV production amidst a mixed response from other automakers regarding the EV transition.

Toyota takes center stage with a massive $800M investment in U.S. EV production, signaling a major shift in its electrification strategy. Meanwhile, the rest of the industry delivers a mixed bag of safety wins, recalls, and bold tech bets that highlight just how uneven the EV transition still is.

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