AD #4090 - Investors Like Potential of Robotaxis; EVs Hold Value Better in China; Ford and Stellantis Squeeze Their Suppliers
About this episode
The discussion highlights investor enthusiasm for robotaxis, with companies like Uber and Dew valued higher than many traditional automakers, signaling strong future potential. BMW's mixed sales performance, especially in China, contrasts with Japanese automakers cutting export prices to stay competitive amid US tariffs. Ford and Stellantis are pushing suppliers for cost concessions to offset tariff impacts, reflecting tense supplier relations. New vehicle reveals include Hyundai's high-performance Ioniq 6 N and Mazda's updated CX-5, while Maserati renames its supercar. The episode also teases an upcoming interview on US manufacturing and EV policy challenges.
BMW 2 Bmw
"fully electric vehicles outpaced the rest of the lineup and were up almost three percent to more than one hundred and eleven thousand units. Speaker 2: BMW would have. Speaker 1: Had an even better quarter if it wasn't for slumping demand in China, where its sales were down nearly fourteen percent."
Tesla Model
"...e Leato Mega minivan at seventy nine percent, The Tesla Model AX comes in at seventy seven percent, and the Mod..."
Tesla Model Ax
"...e Leato Mega minivan at seventy nine percent, The Tesla Model AX comes in at seventy seven percent, and the Model ..."
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