Climate Tech

European electric vehicle sales reached a record milestone in late 2025 by outselling petrol cars for the first time, even as Tesla's market share fell under pressure from Chinese competitors. In the U.S., utilities doubled their rate increase requests to $31 billion as AI-driven power demand began to outpace grid supply, triggering local construction bans. Developers are now funding next-generation nuclear reactors while grappling with public backlash over nonconsensual deepfakes and the privacy risks of persistent AI "memory." Notable Insights: • Chinese manufacturer BYD tripled its European market presence in 2025 while Tesla annual sales on the continent dropped by 38%. • Utility rate increase requests doubled to $31 billion last year, affecting 81 million consumers across the United States. • 90% of deepfake requests on the a16z-backed Civitai platform target women, using custom files to coach models into generating explicit imagery.