AAH #647 - The EV Transition: How Bad Will the Bloodbath Be?
About this episode
The episode dives into the challenges facing electric vehicle (EV) startups like Rivian, Fisker, and Lucid, highlighting their financial struggles and production delays. Industry experts Joe White and David Welch discuss the impact of rising interest rates, supply chain issues, and the competitive landscape shaped by Tesla and Chinese automakers. The conversation also touches on the UAW's evolving role under Sean Fain and the implications of the EV transition on employment within the automotive sector. With various strategies emerging from automakers, the future of the industry remains uncertain.
Ford F-150 Lightning
"... we look at you know, the Ford's problem with the lightning. So here we have these traditional OEMs that are ..."
Ford Mustang
"... a dealer and you're able to you know, sell every Mustang regular Mustang that you can possibly get deliver..."
Chevrolet Equinox
"...to be uh, you know, let's see what this Chevrolet Equinox does when it hits the market. And you know they'r..."
Jeep Cherokee
"...ant in velvet of You're Illinois, which makes the Cherokee. Take a look at the sales of the Cherokee. I mean..."
Ford Model T
"...s keep coming down as scale goes up, and we get a model T effect, you know, and we get back to you know wha..."
Tesla Cybertruck
"...ot four vehicles and they're gonna launch a fifth cybertruck at the end of this year, five models, and they're..."
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