AAH #733 - Tiptoeing Through the Trump Tariff Minefield
About this episode
Navigating the complexities of the automotive industry amidst the Trump tariffs is a hot topic in this episode. Mark Wakefield from Alex Partners and David Welch from Bloomberg share insights from the Alex Partners Disruption Index, highlighting that automotive is the most disrupted industry, driven by opportunities in AI and material science. The discussion delves into the challenges of supply chain management, the impact of tariffs on production costs, and the industry's struggle to attract talent. The episode also addresses the need for significant changes in business models to remain competitive in a rapidly evolving market.
Ford Escape
"... you think Ford's going to leave the price of the escape where it is today. No, They're going to raise the..."
Tesla Model Su
"...sically the same styling that we've had since the Model SU came out in twenty twelve. You know, that vehicle..."
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