The hottest Auto industry Substack posts right now

And their main takeaways
Category
Top Technology Topics

Eventually, Reality

QTR’s Fringe Finance • 27 implied HN points • 22 Mar 26
💰 Finance Auto industry
  1. Tesla has repeatedly defied conventional valuation rules, behaving more like a high‑growth tech platform than a cyclical automaker, and investors who bet against it have often been wrong.
  2. Its valuation is extremely high compared with fundamentals, with much of the bull case resting on future bets like robotaxis and humanoid robots while the core car business shows signs of slowing.
  3. The gap between narrative and reality is closing, and Tesla may not be able to rely on storytelling alone to justify its lofty price going forward.

Striving for Semiconductors

Vietnam Weekly • 176 implied HN points • 24 Jan 24
🕹 Technology Auto industry
  1. Vietnam is focusing on semiconductors as a key industry for development.
  2. Prime Minister Chính pitched Vietnam's investment opportunities in semiconductors and AI during his recent trips.
  3. The government is supporting strategic breakthroughs in semiconductors through infrastructure development, human resource training, and institutional improvement.

Top Links 624 Tariff arithmetic. The gearshift in global auto. Will India overtake Japan and Germany's likely lads.

Chartbook • 400 implied HN points • 20 Jan 25
🇺🇸 U.S. Politics Auto industry
  1. Tariffs can raise prices for consumers. When tariffs are imposed, it often leads to higher prices for goods.
  2. India may soon become a major player in the global auto industry. Some believe it could surpass Japan and Germany in this sector.
  3. Understanding how trade policies like tariffs impact global markets is key. They can change the dynamics of industries and economies around the world.

Federal Bill Could Fix Faltering Auto Right to Repair

Fight to Repair • 59 implied HN points • 06 Feb 22
🇺🇸 U.S. Politics Auto industry
  1. The Massachusetts law on auto right to repair set a benchmark, but lacks federal support. The REPAIR Act aims to address this gap and maintain consumer choice in auto repair.
  2. Despite Massachusetts' success, other states have not followed suit in implementing auto right to repair laws. Automakers are pushing back, with potential impact on owner's ability to repair vehicles.
  3. Automakers have been resistant to granting access to telematics data for repair, sparking legal battles and industry challenges. Passage of the REPAIR Act may offer hope for federal safeguards on this issue.
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