AAH #784 - Iran War and Supply Chain Disruptions; Make Vs Buy In AV Tech; Will Toyota Surpass GM In US Sales
About this episode
Supply chain chaos is back in focus, with the Iran war adding fresh uncertainty on top of pandemic, chip, and tariff shocks—while automakers try to “bleed through” costs to consumers. The group debates Toyota vs GM momentum, Honda’s EV missteps (including the end of its Afeela push), and how Chinese firms win via commonized components and faster development. They also tackle robotaxis’ business model, Uber’s rapid fleet deals, and whether autonomous rides will truly get cheaper. Finally, battery plants are pivoting to stationary storage, and the make-vs-buy fight extends into AV tech stacks and partnerships.
Volkswagen Gli
"...te. Speaker 2: So you're saying that if you buy a Gli and you buy a BYD, they will have. Speaker 8: The..."
Rolls-Royce Phantom
"...peaker 4: They are, they talk, they're still like phantom drivers that intervening something goes wrong. I ..."
Lucid Gravity
"... is also going to take the mid size as well as to gravity, so they're more Eudelucid as well. Speaker 2: Ma..."
Request an Explanation
Heard something you'd like explained? We'll add it to this episode.
Sign in to request explanations for terms you heard.
Want to learn more?
Browse our glossary for plain-English explanations of automotive terms, jargon, and concepts.
Help improve this episode
See something that's not quite right? Our annotations are AI-generated and can sometimes miss the mark. Click the flag icon on any annotation to suggest a correction.