AAH #681 – Peak Auto And The Problems That Presents
About this episode
Discussion centers around the challenges faced by automakers in the EV market, sparked by Jim Farley's announcement of Ford's new low-cost EV platform. Experts debate the effectiveness of skunk works projects, profitability of EVs, and the competitive landscape with Tesla and Chinese manufacturers. The conversation also touches on the slow growth of EV sales, the importance of charging infrastructure, and the implications of software development in autonomous vehicles. Notable guests include Lee from Sino Auto Insights, Michael Robinett from S&P Global, and David Welch from Bloomberg.
Chevrolet Bolt EUV
"...na have an it's gonna be an altium based bolt and Bolt EUV and so I think that's going to be their cheap pla..."
Volkswagen Rabbit
"...ers hate? What if they hated since the Volkswagon Rabbit came out compact hatch pass. But I would argue th..."
Cadillac Lyric
"...they're you know, I did a story on the cadillacal Lyric about ten months ago and they had you know, they ..."
Tesla Semi
"...oolest companies out there in this whole autonomy semi autonomy business is Nauto. They basically sell t..."
Tesla Cybertruck
"...rt this year in China because they can't sell the cybertruck the three refreshed and go so well, well the why ..."
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