AD #3753 - Rivian Could Run Out of Cash In 2 Years; Lucid Needs 5X Sales to Break Even; GM Rushing to Make PHEV Pickups
About this episode
The discussion covers key automotive industry updates including US and European tariff debates on Chinese vehicles, with executives from Stellantis and Mercedes Benz cautioning against protectionism. Mercedes reports modest growth but slows EV targets due to demand concerns. Rivian and Lucid reveal financial struggles, highlighting cash burn and sales challenges. GM accelerates plug-in hybrid pickup development while canceling some EV van and small truck projects. Ram updates its 1500 pickup, dropping the V8 for a new inline-six and introducing advanced driver assistance. Lastly, Lotus plans a SPAC merger to go public, and upcoming car critic debates promise lively opinions.
Chevrolet Express
"...ng plans to develop all new versions of the Chevy Express and GMC Savannah vans. They were supposed to be b..."
Zevo Bright Drop
"...annah vans. They were supposed to be based on the bright Drop delivery van, which is built on the Altium platfo..."
Ford Maverick
"...hat would have been about the same size of a Ford Maverick. And speaking of a Maverick EV, Autoweek says it ..."
Ford Bronco
"...eaking of a Maverick EV, Autoweek says it and the Bronco EV program have been put off until at least early..."
Nissan Frontier
"... electric truck that would have slotted below the frontier, and that makes me wonder if Stalantis is taking ..."
Jeep Wagoneer
"...ts a third screen for the passenger like the Jeep wagoneer, as well as a new center display and materials wi..."
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