AD #3998 - Tesla Sales Forecast to Drop; Stella Could Ax Alfa, Maserati, DS and Lancia; Mercedes Gives Up on Dedicated EV Platforms

Stellantis faces tough choices with its sprawling brand portfolio, potentially cutting or merging smaller marques like Alfa Romeo, Maserati, DS, and Lancia due to low sales contributions. Tesla's sales are forecasted to decline in Q1, possibly impacted by shifting consumer sentiment and federal policy changes. Meanwhile, automakers like Mercedes are moving away from dedicated EV platforms to more flexible multi-powertrain architectures to reduce costs. India pushes EV production investment over charging infrastructure, and Europe debates CO2 emission rules amid hefty fines. The episode also covers skepticism around hydrogen fuel cells, with most listeners doubting their future viability.