AAH #651 - How Much Money Will Legacy Auto Lose on EVs?
About this episode
Discussion centers around the financial implications of legacy automakers' transition to electric vehicles (EVs), with insights from industry experts Phoebe Wall Howard and Chris Cruise. They explore Ford's recent capacity expansions for the Lightning truck, GM's investments in internal combustion engine (ICE) vehicles, and the challenges of EV profitability. The conversation touches on consumer perceptions, the importance of brand loyalty, and the competitive landscape, including Tesla's market position and the rise of Chinese manufacturers like BYD. The episode highlights the complexities of adapting to a rapidly evolving automotive market.
Ford F-150 Lightning
"...ople can go to their local Ford store and order a Lightning x LT and get it by September. So it seems as thou..."
Chevrolet Silverado
"...o fifty, or an F three fifty, or an Escalade or a Silverado super duty. Basically, the auto industry, if you ..."
Cadillac Escalade
"...ed, or an F two fifty, or an F three fifty, or an Escalade or a Silverado super duty. Basically, the auto in..."
Volkswagen Eos
"...r evs with Ford model So even the cultures inside EOS in terms of how to get things done, how you do en..."
Ford Mustang
"...arket. And I will tell you the making the Machi a Mustang, which was such a controversial move. I was there..."
Jeep Wrangler
"...on is their PHAs the minivan Pacific and the jeep Wrangler pehabs. They're off to the races with those thing..."
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