

AAH #716 - What if Elon Gets in the White House?
Oct 25, 2024
Paul Lienert, a contributor at Felix Strategy focusing on EV consulting, Joe White, Reuters' automotive reporter, and Gary Vasilash from shinymetalboxes.net discuss Tesla's impressive Q3 results and the evolution of the automotive industry. They trace the legacy of the DeLorean while contrasting it with Tesla's rise. The guests tackle challenges for traditional automakers in a shifting electric vehicle market and explore the potential impact of Elon Musk in a future Trump administration on EV policy, highlighting the intertwining of politics and industry innovation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Intro
00:00 • 2min
Revving Up the Auto Industry
01:40 • 10min
The Shifting Landscape of Automotive Manufacturing
11:20 • 2min
Revolutionizing the Automotive Landscape
12:58 • 9min
Lithium Mining Dynamics and Industry Shifts
22:03 • 2min
Navigating the EV Landscape: Challenges and Strategies
23:52 • 9min
Understanding Electric Vehicle Market Trends and Demographics
32:53 • 2min
Speculating on Elon Musk's Role in a Trump Administration
34:41 • 3min
Musk, Politics, and the Future of Electric Vehicles
37:17 • 14min
Navigating California's EV Mandate and Automotive Challenges
51:44 • 16min