AAH #747 - A Historical Perspective: How the Auto Industry is Changing
About this episode
A deep dive into the evolution of the auto industry over the decades, featuring insights from industry veterans Gary Vassilash, Dave Andrea, and Lindsay Brooke. The discussion highlights the shift from vertical integration to outsourcing, the impact of globalization, and how supplier relationships have transformed. Notable topics include the Working Relations Index, the challenges faced by Stellantis, and the ongoing debate over engineering changes. The episode also touches on the future of EVs and the necessity for automakers to adapt to changing market dynamics.
Ford Ranger
"...ickups are not selling very well. I mean the Ford Ranger or the Ford Lightning excuse me, is now outsellin..."
Chevrolet Silverado
"...excuse me, is now outselling the cyber truck. The Silverado is less than that, the Rivian's less than that, t..."
Ford F-150 Lightning
"...ing very well. I mean the Ford Ranger or the Ford Lightning excuse me, is now outselling the cyber truck. The..."
Gmc Sierra
"... less than that, the Rivian's less than that, the GMC Sierra is less than that. None of them. If you look at t..."
Bristol Bullet
"...to lose money on it. I think it's better bite the bullet right off. The investment in that go to the e REV..."
Ford Orion
"...tors four billion dollars for the three factories Orion, Fairfax, and Spring Hills. And and this is in th..."
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