- Tesla Robotaxi Event Fails to Deliver Critical Details – Barrons
- Volkswagen Q3 deliveries down, confirming challenges to European auto sector – Reuters
- Swedish court upholds ruling against Tesla in labour dispute – Reuters
- Elon Musk’s Robotaxi ambitions have ‘nothing to do with Tesla’: Ross Gerber – CNBC
- Tesla’s Self-Driving Cybercab Prototypes Greeted With Skepticism – Bloomberglaw
- Elon Musk Is Going All In to Elect Donald Trump – New York Times
- Tesla robotaxi event was long on promises, but investors wanted more details – Reuters
- Tesla shares drop 6% in premarket after Cybercab robotaxi reveal fails to impress – CNBC
- Porsche’s nine-month China sales plunge by third – Reuters
- Elon Musk unveils Tesla’s Cybercab with elusive production timeline – Washington Post
- Musk’s Robotaxi Fairy Tale Is Still Searching for a Happy Ending – Bloomberg
- Tesla robotaxi event comes after a decade of unfulfilled promises from Elon Musk – CNBC
- EV firm Polestar expects positive fourth-quarter gross margin despite slow demand – Reuters
- Lynk & CO unveils 02, its first EV for Europe – Automotive News
- Elon Musk Unveils Tesla Cybercab, Production to Start 2026 – Bloomberg
- French Markets Digest Barnier’s Budget, Elon Musk Unveils Tesla Robotaxi – Bloomberg
- Polestar CEO Says EV Maker Must Start ‘Actively Selling Cars ‘ – Bloomberg
Friday Morning Auto News, Oct 11, 2024: Tesla Robotaxi Event Fails to Deliver, shares dive. Volkswagen Q3 deliveries down. Swedish court upholds ruling against Tesla. More.
Thursday Morning Auto News, Oct 10, 2024: Brazil unblocks X after Musk backs down. Stellantis strike could start ‘within weeks.’ BYD, peers take discounting to new lows. More.
- Brazil Unblocks X After Musk Backs Down – New York Times
- UAW: Stellantis strike could start ‘within weeks’ – Freep
- China’s EV war: BYD, peers take discounting to new lows at expense of margins – SCMP
- Baidu eyes Hong Kong, overseas for self – driving cars as Tesla gears up for robotaxi launch – SCMP
- BMW and Mercedes quarterly sales drop on weak China – Reuters
- Stellantis is struggling. Here’s why – CNBC
- Mercedes-Benz cars sales dips in Q3 on weaker demand – Reuters
- Tesla set to unveil ‘Cybercab’ robotaxi after long wait amid doubts about its self-driving technology – Fortune
- GM says simplifying gasoline vehicles has made them more profitable – Automotive News
- Why U.S. automakers are so worried about China’s BYD – Freep
- Stellantis to export Ram 1500 electric pickup to Europe as a Ford F-150 Lightning rival – Automotive News
- Tesla’s ‘Dream Premium’ Faces Moment of Truth at Robotaxi Reveal – Bnnbloomberg
- Goodbye Jaguar I-Pace: Last drive in an EV game-changer – Autocar
- China-EU team to continue talks after bloc’s ruling on Chinese EVs, state media reports – Reuters
- Elon Musk promised a robotaxi again. Will he deliver this time? – Washington Post
- Tesla gambles on ‘black box’ AI tech for robotaxis – Reuters
How to save Volkswagen. By a VW exec (name withheld)
A Volkswagen exec who – understandably – would prefer to remain anonymous, sent me this turn-around plan for his embattled employer. Submitted without further comment.
- Stop the single-minded focus on headcount alone.
- Dissolve Cariad. Move responsibilities back to the brand groups.
- Source state-of-the-art mobility and connectivity solutions from suppliers.
- Outside of core competency areas, cooperate with suppliers in early phases of development, abandon expensive and non-functioning do-it-yourself.
- Immediately stop in-house development and production of batteries. Volkswagen Group builds cars, not batteries.
- Completely revamp vehicle production (unboxing-concepts.) Dump our old fashioned methods.
- Start-Of-Production (SOP) planning must become reliable again, not a moving target.
- Set drastically higher standards for quality and features of on-board software, especially ADAS.
- R&D engineers must research and develop again, must stop playing coordinator for suppliers (double costing.)
- Shorter development cycles, especially for software. Software does not follow multi-year cycles.
- Reduce involvement of consultants.
- Cancel investment into marginal companies like Northvolt, Rivian, Varta, or Xpeng.
- Lobby governments to end CO2 penalties, stop technological bias, be open to new ideas.
Wednesday Morning Auto News, Oct 09, 2024: Musk’s direct reports bail. Baidu robotaxis go global. X returns to Brazil after Musk folds. Big Honda recall. More.
- In the past week, 4 of Elon’s direct reports have announced they are leaving Tesla – Businessinsider
- Baidu plans Apollo Go global expansion as Tesla prepares to unveil robotaxi – Nikkei
- Honda to recall about 1.7 mln US vehicles over steering gearbox concern – Reuters
- X returns to Brazil after Elon Musk complies with court orders – FT
- Giggling Elon Musk revisits ‘joke’ about Kamala Harris assassination – Guardian
- A driver’s test for autonomous vehicles? A leading expert says US should have one – The Detroit News
- Stellantis gets $146 million subsidy for Spanish battery plant – Automotive News
- Honda autonomous system to allow car drivers to take eyes off road – Mainichi
- Gen Z, millennials prefer a new generation of collectible cars – Automotive News
- Cybertruck owners share their likes and dislikes as Tesla’s pickup approaches its first birthday – Businessinsider
- Tesla Is Behind in the Robotaxi Race. Why Musk Must Overtake Rivals and 5 Other Things … – Barrons
- Tesla’s China-made EV sales grow 19.2% y/y in Sept – Reuters
Germany BEV Monthly 9/24: Volkswagen amped, Tesla drained
There must be two different Volkswagen Groups: One Volkswagen Group that must close factories and fire workers because it allegedly missed the bus on software and electric cars. And another Volkswagen Group that sells nearly half of Germany’s BEVs and turns the supposed disruptor Tesla into an also-ran.
According to Germany’s regulator Kraftfahrt-Bundesamt KBA, Germany’s September new car registrations came in 7% below the same month of the previous year. BEVs increased their sales by 8.7%. Tesla did not partake in that growth. Their September sales were down 10.9% YOY. For the year, Tela’s German registrations are down an alarming 41.9%
Much maligned Volkswagen turned into a BEV powerhouse. Across all its many brands, Volkswagen Group claimed 41.9% of the German BEV market in September. The Enyaq of Volkswagen’s value brand Skoda even could dethrone Tesla’s Model Y as Germany’s best-selling BEV of the month September. Volkswagen’s ID.7 came in 3rd.