Renault redirects its Busan plant to Europe and Latin America after dropping North America
Renault has dropped plans to supply North America from its Busan plant and is recasting it as an export hub for Europe and Latin America. The Korea JoongAng Daily links the exit to US curbs on Chinese-linked vehicles.
Reality
- Evidence40
- Adoption
- Not scored
- Hype gap+10
- Incentives55
- Confidence45
Peugeot lists every Korean model on Naver after selling 979 vehicles in the country last year
Peugeot has listed its full Korean lineup on Naver's Smart Store, the first carmaker to do so, after selling 979 vehicles in Korea last year. Buyers pay a deposit online, then finish the purchase with a dealer.
Reality
- Evidence45
- Adoption25
- Hype gap+15
- Incentives55
- Confidence45
Anchorage Digital has bought Routable, a payouts platform that more than doubled in each of the last two years, without disclosing a price. The crypto bank is buying corporate payout customers now and betting they will later settle in stablecoins.
Reality
- Evidence55
- Adoption30
- Hype gap+30
- Incentives65
- Confidence60
Tesla and BYD took 44% of Korea's EV growth in the first seven months
KAMA's seven-month count of 237,032 registrations is already past all of last year, but Tesla's 66,376 sales in Korea now put Hyundai third in EVs in its own home market, with Kia still ahead on 85,444.
Reality
- Evidence55
- Adoption84
- Hype gap+12
- Incentives62
- Confidence57
Silicon Valley's run-rate revenue math multiplies one strong month by twelve
Seoul Economic Daily reports that AI startups increasingly annualize a single month because usage billed in tokens does not qualify as recurring revenue. OpenAI books net of partner shares; Anthropic books gross.
Reality
- Evidence30
- Adoption
- Not scored
- Hype gap+20
- Incentives45
- Confidence35
Waymo imported more than 3,000 Chinese-built EVs by selling rides instead of cars
The Ojai vans picking up riders in San Francisco and Phoenix are built in Ningbo and land under a 127.5 percent tariff, a cost a fleet operator can spread over years of paid trips and a dealership cannot.
Reality
- Evidence44
- Adoption70
- Hype gap+16
- Incentives62
- Confidence50
Geely puts a date on solid-state: 500 Wh/kg pilots across six brands by 2027
The pack figure is 500 Wh/kg, the brands are named, and four battery makers are aiming at the same year. What a pilot actually proves is the open question.
Reality
- Evidence22
- Adoption9
- Hype gap+58
- Incentives78
- Confidence52
A dealer says Polestar's US "ban" was a choice, and wants $25 million for it
Prestige Imports alleges Polestar declined the Commerce authorization Volvo won and never appealed the denial, testing whether state franchise law follows an OEM out of a market.
Reality
- Evidence38
- Adoption62
- Hype gap+24
- Incentives78
- Confidence44