AD #4207 - Ford Develops Its Own Compute Platform; Gigastamping Cheaper Than Gigacasting; Foreign Automakers Join China's Price War

Ford is launching a personal AI assistant for customers, initially via apps and later integrated into vehicles, supported by an in-house developed high-performance compute platform that reduces costs and size. Volvo's new EX60 EV, based on Geely's SPA 3 platform, will feature ultra-fast charging and mega castings. The episode also covers skepticism about robotaxis replacing personal cars soon, China's rare earth export threats to Japan, and a fierce price war in China impacting foreign automakers. Additionally, European automakers are adopting a cheaper 'giga stamping' process as an alternative to Tesla's gigacasting to reduce EV production costs.