AAH #649 - EV Darwinism: The Suppliers Which Will Go Extinct
About this episode
The discussion centers around the evolving landscape of automotive suppliers amid the shift to electric vehicles (EVs). Experts analyze the challenges faced by traditional suppliers who are hesitant to adapt, believing EVs may be a passing trend. Insights from Ford's recent Capital Markets Day highlight the company's focus on software and in-house production, indicating a significant shift in supplier relationships. The episode also explores the implications of local production and the competitive landscape, particularly with rising Chinese manufacturers, and the potential impact on quality and consumer acceptance in the EV market.
Ford Model T
"..., nineteen twenty seven, Henry Ford announced the Model T was done. Way the next day he and Edsel drove out..."
Ford Mustang
"...the EV strategy. That's why there's going to be a Mustang dark horse. You know, we're still seeing lots of ..."
Ford Bronco
"...you know, fool around. We're doing fantastic with Bronco. We're still dominant in trucks. And oh, by the w..."
Cadillac Escalade
"... a brilliant PR move by announcing their electric escalade the morning of Capital Markets Day, which is of c..."
Jeep Grand Cherokee
"...lly said, these are the carrier parts in the last Grand Cherokee. And everybody's applauding, and a lot of us are ..."
Ford Explorer
"...alling certain twenty twenty to twenty twenty two Explorer vehicles. The previous powertrain control module ..."
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