AAH #754 - 2nd Half Car Sales Forecasts Don't Look That Good
About this episode
The discussion centers on the chaotic state of the automotive industry, particularly regarding second-half sales forecasts and the impact of tariffs and regulatory changes. Jeff Schuster shares insights on the industry's shifting focus from electric vehicles (EVs) back to internal combustion engines (ICE), as automakers prioritize immediate profitability over long-term innovation. The episode also explores the implications of rising vehicle prices, consumer behavior, and the challenges facing EV adoption. Notable points include the potential for market segmentation and the need for manufacturers to adapt to changing consumer demands.
Lucid Gravity
"... Lucid at this point, high end cars, right, Lucid Gravity, which would be lower but still at the higher end..."
Cadillac Escalade
"...s for the first half, and it seems to me that the Escalade alone sells all yeah, no, and including the Escal..."
Cadillac Lyric
"...nk, sure, those small numbers. So so the Cadillac Lyric first half down twenty eight correct, But that in..."
Chevrolet Silverado
"...oing to make more money off of a Escalade, Yukon, Silverado combo versus fill in the blank ultium? Speaker 3:..."
Porsche Panamera
"...ndred and ninety nine miles per hour in a Porsche Panamera. Speaker 1: He should have gotten a Corvette z R ..."
Chevrolet Corvette
"...sche Panamera. Speaker 1: He should have gotten a Corvette z R one acs and gone two hundred and thirty three..."
Ford Mustang GTD
"...e to clock officially. Meanwhile, Ford's got this Mustang GTD, which was also a track car, for three hundred an..."
Corvette Stingray
"...rand image. It's about keeping you know, the base Corvette Stingray relevant. It's about keeping the two point three ..."
Dodge Charger
"...That does. But look at how well Dodge managed the charger and the challenge, your oldest platform in the bo..."
Tesla 3 Model
"with their Model Team moment, and I think that that is a horrible phrase for them to use because I don't I think I think the. Speaker 3: Model is not a model team moment. Speaker 2: I mean, the Model t is is truly an icon I mean, I know they call their vehicles iconic vehicles, but you know what their iconic vehicles because the public said they're iconic vehicles, right. It has nothing to do"
Ford Model T
"Speaker 3: Model is not a model team moment. Speaker 2: I mean, the Model t is is t..."
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