CNBC's "Fast Money" cover image

The $100B AI Question, and the Countdown to January CPI 2/13/23

CNBC's "Fast Money"

00:00

The Competition for Battery Manufacturers Is Coming, Right?

I think that, I mean, they're trying to turn around like an aircraft carrier, right? And so to me, it's such a gigantic endeavor to miss like they did. There is a reason why Bill Ford was asked whether or not Chris Farley was your man because of the execution issue from the latest quarter that they posted. So I don't think they're really going to get going until 2024 to have enough products in the market,. The same for GM. I actually think Mary Barra needs to perform by the end of 2024 as well. She has staked her tenure there on the transition to EV. But I'm staying long, GM.

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