You may have heard that John Deere is leaving America, in favor of a gigantic new manufacturing facility they are building in Mexico. While this is partially true, it’s hugely overstated, just like President Trump’s massive over-reaction to the announcement. It’s not “fake news”, but it is a much more Read more…
If you have paid any attention to the electric vehicle wars you will know that a Chinese behemoth named BYD is expanding today at the rate that Tesla was expanding five years ago. The really big difference is that BYD was already large in the automotive space so now they’re Read more…
China continues to lead the world in EV adoption, with a 37% year-on-year increase in EV sales. In August 2024, China became the first country to record over a million EV sales in a single month. In July 2024, electric vehicles (EVs) have achieved a significant milestone in China. For Read more…
This is a complete step by step instruction tutorial of how to set up Ford Sync 4 and 4A. If you just care about a particular setting or feature, look at the list below the video so you can skip to the time that’s relevant for your question. 0:00 Introduction0:33 Read more…
Is Rivian partnering with Apple? In this clip of a Bloomberg interview with Tom Narayan, who is the Lead Global Autos Equity Analyst for RBC Capital Markets, he discusses how Rivian may end up partnering with Apple, VW, Jeep or even GM. 0:00 Is Apple partnering with Rivian?0:33 Will VW Read more…
Jay Van Sciver, from Hedgeye Risk Management, points out that Volkswagens ownership of Porsche stock exceeds the value of Volkswagen. in other words unless you think Volkswagen is worth less than $0, Or that poor stock is massively overvalued, now is a pretty good time to buy VW stock. 0:00 Read more…
Ross Gerber, founder of Private Equity firm “Gerber Kawasaki”, has been among the loudest, most positive Tesla Bulls but has now changed his investment thesis: 0:00 Introduction0:12 Change to Tesla Stock Thesis0:43 Tesla $25000 car update1:18 Tesla Robotaxi economics2:00 Problems with the robotaxis business2:38 Tesla investors want results not plans3:32 Read more…
The electric vehicle (EV) market is a rapidly growing sector with a unique set of challenges and opportunities. As competition intensifies, customer relationship management (CRM) becomes increasingly critical to success. CRM systems can help businesses in the EV market to manage customer interactions effectively, build strong relationships, and ultimately drive Read more…
There’s an old saying that goes “nothing breeds competition, like competition” and nothing could be more correct in Tesla’s case. Elon Musk has been so distracted with gigantic successes at SpaceX, massive failures at Twitter / X, and needless public relations crisis, that he is not definitely not brought his Read more…
Famously negative on Tesla, Gordon Johnson from GLJ Research explains what’s wrong with Tesla and why it’s uninvestable. In a nutshell, Gordon Johnson says that Tesla is just a car company that is now burning cash and has a leader that can’t be trusted in Elon Musk. Tesla is not Read more…
As someone who held a Fisker preorder, I was truly saddened to see that on March 27th 2024 Fisker published this ominous press release which almost certainly signals an impending bankruptcy: Fisker Inc. (“Fisker”), driven by a mission to create the world’s most emotional and sustainable electric vehicles, today announced Read more…
Before we dig into this hydrogen hype, we want to remind you that we are still big believers in hydrogen powered vehicles, but we are not blind to the state of the technology today and how that is reflected in real market conditions. We just finished listening to an interview Read more…
In a recent interview on Autoline After Hours, the head of Stellantis’ (Chrysler, Jeep, RAM, Dodge, Fiat, Pugeot, Citroen, Lancia, Opel…) propulsion systems, Mickey Bly, explains that forthcoming 2025 RAM Charger EV Pickup Truck concept came from the Chevy Volt program. MICKEY BLY: So there’s other concepts out there we’re Read more…
Tesla considers itself to be a tech company first and a car company second so it is no surprise they have a robust bug bounty program that rewards hackers for finding flaws in their code. Much to the surprise of many Tesla fanboys, Tesla does frequenty pay these whitehat hackers, Read more…