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U-Turns for Automakers, a “Big, Beautiful Bill,” & a Nike Billboard 4/29/25

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Navigating the Electric Future: GM and Ford's Strategies

This chapter examines the latest earnings report from General Motors, emphasizing its strong performance and the impact of potential tariffs. It also explores the competitive landscape among major automakers like Ford and Tesla in the electric vehicle market, highlighting production strategies and the shift toward U.S. manufacturing. The discussion encompasses challenges in labor costs, automation, and advancements in self-driving technology, particularly contrasting Tesla's and Waymo's positions.

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