- 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
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.
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.
Tuesday Morning Auto News, Oct 08, 2024: Musk pays for Trump voters. Northvolt unit files for bankruptcy. Porsche recalls 27,000 EVs. More.
- Musk’s Super PAC Offers $47 to Those Who Help It Find Trump Voters – New York Times
- Northvolt unit files for bankruptcy – Automotive News
- Porsche to recall over 27000 EVs in US over battery short circuit risk – Reuters
- 3 Ford employees share ties to Michigan Central’s past on move-in day – Freep
- Nearly every household in America has a car. Here’s how to break free. – Washington Post
- Lyft unveils improved pay measures to attract more drivers – Reuters
- There’s a ‘Fleet’ of Changes in Store for the 2025 Nissan Armada – Autoblog
- Uber Will Now Take You From Manhattan to LaGuardia for $18 – Wall Street Journal
- Uber to launch AI assistant powered by OpenAI’s GPT-4o to help drivers go electric – Reuters
- China’s BYD wants to build cars in India, but has no ‘direct’ signal of investment rules easing – Reuters
- GM seeks to ease investor concerns as EV growth slows – Reuters
- Tesla Cybertruck ‘too big and sharp’ for European roads, say campaigners – Guardian
- Production starts at Hyundai’s massive EV factory in Georgia – Automotive News
- Ford moves Model e, software teams into Michigan Central Station – The Detroit News
- Tesla’s robotaxi to face questions, scrutiny at unveiling this week – Reuters
- Hyundai India IPO to open next week at 1,865-1,960 rupees, sources say – Reuters
- Tesla Model 3 gains new 436-mile Long Range variant – Autocar