Tesla, Ford and VW: China, maintaining autonomous cars, & a new Mode T moment

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leo_researchly · 3h ago

This week marks the IAA (International Motor Show Germany; one of the most important car trade shows). To explore the strategies that OEMs are pursuing, I analyzed their recent earnings calls.

Here's the TL;DR - Elon Musk might get a $1 trillion if he comes back to the office and delivers robotaxis and robots as promised (Elon Musk is busy with a lot of things besides cars) - Volkswagen is executing a product-heavy, China-local strategy (30 new models in 2024!) and partnering with US and Chinese-brands for soft- & hardware - While for Tesla full autonomy is just around the corner, Ford is focusing on Level 2/3 - Ford has announced a new Model T equivalent product innovation

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Tesla, Ford and VW: China, maintaining autonomous cars, & a new Mode T moment

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