AAH #700 - Legacy OEMs May Not Survive the Automotive Apocalypse
Jun 21, 2024
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Guests Paul Eisenstein and Jack Keebler discuss challenges legacy OEMs face in the automotive industry, including labor organizing and job cuts. They critique Fisker and traditional automakers' struggles in the electric vehicle landscape. The conversation also explores Tesla's advantages and Lucid's efficiency advancements, highlighting the intersection of engineering and design, powertrain technologies, and future EV transitions.
Transition to electric Corvette model hinted by appointment of new chief engineer
Legacy automakers experiencing growth in electric vehicle sales despite Tesla's dominance
Challenges with charging infrastructure for EV owners may lead some to consider returning to gas-powered vehicles
Deep dives
Tony Roma Becomes Chief Engineer for Corvette Program
Tony Roma, an insider and intelligent engineer, has been appointed as the fifth chief engineer for the Corvette program. With experience in electric vehicles like the Celestiak, his transition to Corvette hints at an upcoming electric Corvette model, showcasing the brand's move towards electrification.
EV Sales Growth and Legacy Automaker Performance
Despite Tesla's dominance, legacy automakers are experiencing a 69% growth in electric vehicle sales, indicating a significant shift towards electrification. The rise of models like the Toyota BZ4X underscores the increasing popularity of non-Tesla EVs, highlighting a positive trajectory for the electrification of vehicles.
Challenges with EV Ownership and Charging Infrastructure
Many EV owners face challenges with charging infrastructure, especially those without home charging options. Limited public charging stations and concerns about charging accessibility contribute to some EV owners considering a return to gas-powered vehicles, indicating the importance of expanding charging infrastructure.
Potential Transition Toward Range Extenders and Plug-in Hybrids
The automotive industry is exploring range extenders and plug-in hybrids as viable solutions for enhancing vehicle range and versatility. Manufacturers like Stellantis and Toyota are leveraging various powertrain technologies to adapt to evolving market demands, indicating a shift towards diverse powertrain options.
Tesla's Market Influence and Political Dynamics
Tesla's market impact remains significant, with high customer satisfaction and loyal ownership. However, political dynamics, such as fluctuations in government support and discussions with figures like Donald Trump, add complexity to the EV landscape, influencing perceptions and regulatory environments.
TOPICS: Fisker, Tesla, Corvette PANEL: Paul Eisenstein, headlight.news; Jack Keebler, Keebler Auto; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv
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