The hottest Automotive Substack posts right now

And their main takeaways
Category
Top Business Topics

Massachusetts Chevy dealership's A.I. chatbot predicts Chiefs to win and also Niners to win

Read Max • 1064 implied HN points • 09 Feb 24
🕹 Technology AI Chatbot Sports Business Automotive
  1. A Chevy dealership's A.I. chatbot predicted both the Chiefs and Niners to win the Super Bowl.
  2. The chatbot's analysis included inaccuracies like thinking Brock Purdy still plays for Iowa State and Jimmy Garoppolo is still with the Niners.
  3. Despite limitations, Quirk Chevrolet's chatbot predicted the Chiefs to win 31-27 in one conversation.

Autos deepdive 🚗

Genuine Impact - Charting Finance, Investing & Tech • 982 implied HN points • 08 Jan 24
💼 Business Automotive Electric Vehicles Revenue
  1. 2022 saw a significant rise in the electric vehicle market, with companies like Tesla and BYD achieving impressive results.
  2. Tesla's revenue in 2022 hit $81.5 billion, showing a 51% increase from the year before, with net income growing by 128%.
  3. BYD, a Chinese company, reported a remarkable 319% year-on-year increase in net profit in 2022 due to the expansion of the new energy vehicle industry.

🚘 Tesla: AI & Robotics

How They Make Money • 628 implied HN points • 26 Jan 24
🕹 Technology AI Robotics Automotive Electric Vehicles
  1. Elon Musk envisions Tesla becoming the most valuable company in the world, emphasizing the need for flawless execution.
  2. Elon Musk wants to increase his voting control at Tesla to focus on expanding AI and robotics initiatives.
  3. Tesla's recent earnings report highlights challenges such as missed expectations in Q4 FY23 and a slowdown in vehicle sales, along with key financial metrics like revenue growth and margin trends.
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Vượng In Control

Vietnam Weekly • 353 implied HN points • 10 Jan 24
💼 Business Automotive Finance International
  1. Vietnamese carmaker VinFast is expanding to India and other countries.
  2. The subscription price for Vietnam Weekly is increasing from $5/month to $8/month.
  3. VinFast has made significant announcements, including a leadership transition, plans for India, CES presentation, and facing challenges with bad press.

Want to play AAA Games in Your Car?

More Than Moore • 233 implied HN points • 04 Jan 24
🕹 Technology Computing Automotive Gaming AI Hardware
  1. At CES, AMD announced new automotive APUs for in-car entertainment, driver safety, and autonomous driving.
  2. The new AMD chips support a gaming experience in cars, with potential for multiple displays and better graphics performance.
  3. AMD's acquisition of Xilinx enhances their presence in automotive technology, particularly in ADAS with their Versal AI Edge processors.

Can Vingroup Upgrade Vietnam’s Auto Industry?

The Asianometry Newsletter • 1269 implied HN points • 17 May 23
💼 Business Automotive Real Estate Diversification Challenges Global expansion
  1. Vingroup started as an instant noodle company and quickly diversified into real estate, healthcare, education, and more.
  2. Vingroup's venture into electric vehicles with VinFast faces big challenges in the global EV market and technical expertise.
  3. Vingroup's diversification strategy into multiple industries like electronics mirrors other successful conglomerates but comes with risks and challenges.

South Bay LA is Ground Zero for the Hard Tech Wave and Here's Why

Nathan’s Substack • 79 implied HN points • 15 Dec 23
🕹 Technology Startups Aerospace Automotive Networking Hardware
  1. South Bay LA, including areas like Redondo Beach, El Segundo, and Torrance, is experiencing a boom in hard tech innovation. The region is home to a growing number of young founders and engineers leveraging decades of experience and innovative tools from companies like SpaceX.
  2. The concentration of talent in South Bay is reminiscent of Richard Florida's theory on talent clusters, where talent attracts more talent, leading to a cycle of innovation and success. The region's history in aerospace has also played a significant role in shaping this talent pool.
  3. The alumni networks of SpaceX and Tesla have significantly contributed to the entrepreneurial spirit in South Bay, with many new hard tech companies emerging from these connections. The presence of these networks has made South Bay a hub for hard tech innovation and collaboration.

Is Brazil the perfect market for BYD?

TP’s Substack • 14 implied HN points • 06 Mar 24
💼 Business Automotive Renewable Energy Technology Manufacturing Market Analysis
  1. BYD is investing heavily in Brazil to expand its market presence due to factors like high local auto prices, lack of competition, and access to local resources like lithium and iron.
  2. Brazil offers ample opportunities for BYD in sectors beyond automotive, such as renewable energy, electric buses, and possibly semiconductor technology.
  3. BYD's focus on AI and advanced technologies like autonomous driving will be crucial for success in South America, where smart features are becoming increasingly attractive to customers.

Bluetooth To The Rescue! NHTSA Does About Face On Massachusetts Telematics Access Law

Fight to Repair • 78 implied HN points • 24 Aug 23
🕹 Technology Automotive Cybersecurity Regulation Data Access
  1. NHTSA reversed its opposition to Massachusetts' expanded vehicle right to repair law, allowing for access to telematics data for repairs.
  2. NHTSA proposed a compromise for vehicle telematics access using Bluetooth connections to reduce cybersecurity risks.
  3. Auto Care Association does not support the Bluetooth solution, stating it doesn't create a fair playing field as expected by voters.

What to make of BYD's huge discounts

TP’s Substack • 5 implied HN points • 02 Mar 24
💼 Business Automotive Market Trends Competition EVs Industry Analysis
  1. BYD has drastically lowered prices on its 2024 models, resetting the market expectations for NEVs in China's EV market.
  2. BYD's vertical integration and control over the battery supply chain allow it to keep costs lower than competitors and maintain a strong market position.
  3. Lower costs of batteries and chips have enabled BYD to implement these price cuts and make NEVs more affordable compared to ICE vehicles in China.

Is this how my catalytic convertor saga ends?

Situation Normal • 87 implied HN points • 02 Jul 23
🎭️ Culture Personal Stories Automotive Crime Community Technology
  1. The author faced a dilemma about what to do with their car after multiple catalytic converter thefts.
  2. The options included getting a better parking spot, selling the car and relying on Lyft, or selling and buying a new car.
  3. Ultimately, the author found a solution through a mechanic who had spare catalytic converters and offered to install a shield to protect the car.

My car is broken and so’s the car industry

Interesting bits • 78 implied HN points • 02 Jun 23
🕹 Technology Automotive Software Digital Platforms Consumer Protection
  1. Car companies may not always address software issues promptly, leading to frustrations for car owners.
  2. As cars become more digital, their hardware may expire faster, requiring more frequent replacements.
  3. Regulatory efforts or restructuring the car industry may be needed to address issues of planned digital obsolescence and consumer protection.

Should Car Safety Features Have A Paywall?

Fight to Repair • 59 implied HN points • 14 Jul 23
🕹 Technology Automotive Consumer Rights Tech Policy Regulations
  1. Consumer Reports campaign seeks to make safety features like Automatic Crash Notifications (ACN) standard rather than paid subscriptions by car companies.
  2. The trend of companies turning safety features like Apple's Emergency SOS into subscription services raises concerns about access to potentially life-saving features.
  3. Regulators like the FTC are taking steps against companies like Tesla and John Deere for using software controls to enforce subscriptions and deny access to users, highlighting the need for government intervention to protect consumer rights.

First Principles Thinking: Tesla Unboxing the Assembly Line

Gad’s Newsletter • 47 implied HN points • 29 May 23
🕹 Technology Manufacturing Innovation Automotive Design
  1. Tesla is introducing a new 'unboxed' assembly method to reduce production costs and factory space.
  2. The unboxed system involves larger sub-assemblies being brought to the assembly line for quicker integration.
  3. The shift to the unboxed system challenges traditional assembly line methods and requires precision to avoid quality issues.

An Interview with Aart de Geus, ex-CEO Synopsys

More Than Moore • 1 HN point • 11 Mar 24
🕹 Technology Semiconductors Artificial Intelligence Automotive Software Industry Trends
  1. EDA software is crucial for designing chips, involving multiple stages like logic design, simulation, and multiphysics tools.
  2. Synopsys, a major player in EDA, has been in the industry since 1986, offering IP for chip design and recently acquired Ansys for simulation software enhancement.
  3. The future of chip design involves complexities like chipletization, 3D stacking, and the intersection of software and silicon, driving the evolution and demand in the industry.

Fight to Repair Daily: Wednesday October 19, 2022

Fight to Repair • 39 implied HN points • 19 Oct 22
💼 Business Repair Automotive
  1. Actor was stuck in Tesla for 24 hours due to key fob issues, highlighting a potential flaw in the system.
  2. The FTC is considering new rules requiring appliance repair info, but access to firmware and software is crucial for effective repair.
  3. Rising aftermarket auto part prices are impacting consumers, leading to less focus on auto care and softer industry revenue forecasted for 2023.

The Week In Repair: May 29 - June 4

Fight to Repair • 59 implied HN points • 06 Jun 22
🕹 Technology Repair Laws Environment Automotive Design
  1. New York Assembly passes first electronics right to repair bill, becoming the first state in the nation to do so. This is a milestone achievement for right to repair advocates after years of unsuccessful attempts.
  2. A report highlights the importance of a legal right to repair for wheelchair owners to ensure prompt, high-quality service at an affordable price. This emphasizes the need for a fair market for repair and service.
  3. An overload of lawsuits against John Deere regarding right to repair issues is being consolidated in a federal court in Illinois. This illustrates the ongoing legal battles in the fight for right to repair.

Tesla is a Vocal Opponent of the Right to Repair. Now we know why.

Fight to Repair • 98 implied HN points • 19 Jul 21
💼 Business Tech Automotive Repair Consumer Rights Economics
  1. Tesla's repair costs can be significantly higher due to limited service options, as seen in a $16,000 vs. $700 repair scenario.
  2. Tesla's reluctance to offer part replacements and focus on assembly replacements can lead to inflated repair costs for consumers.
  3. Tesla's opposition to right to repair laws highlights the importance of independent repair shops for affordable maintenance and repair options.

Pippa Passes: Toronto, Le Mans & Iceland

Dr. Pippa's Pen & Podcast • 14 implied HN points • 07 Apr 23
🏝 Travel Automotive Geopolitics Adventure Economy Exploration
  1. Dr. Pippa will be in Toronto, Le Mans, and Iceland for interesting discussions on the world economy and geopolitics.
  2. Car racing history includes inspiring stories of female pioneers like Maria Antoinetta Avanzo and Hellé Nice.
  3. Geopolitically, Iceland is significant due to its location at the GIUK Gap, making it crucial to understand the Arctic geopolitics.

TESLA

MacroCrunch • 0 implied HN points • 20 Sep 23
💼 Business Technology Automotive Travel Podcasts Conferences
  1. The dysfunctional leadership between political parties is a big challenge for the United States.
  2. Tesla's electric cars perform well in long-distance trips, showing advancements in technology and infrastructure.
  3. Legacy auto manufacturers are facing significant challenges from Tesla in the transition to electric vehicles.

What I see of the Apple Car in the Vision Pro

Collisions • 0 implied HN points • 09 Feb 24
🕹 Technology Innovation Automotive User Experience
  1. Apple is hinting at advanced audio features for the Apple Car, like spatial audio and noise cancelling.
  2. Apple might introduce innovative eye-tracking technology in the Apple Car for seamless interaction and safety purposes.
  3. Apple's focus for the Apple Car seems to be on enhancing the driving experience rather than full autonomy, prioritizing user experience and luxury.

Could Driver Assistance Features Undermine Independent Repair?

Fight to Repair • 0 implied HN points • 08 May 22
💼 Business Automotive Technology Repair Insurance Competition
  1. Advanced Driver Assistance Systems (ADAS) could impact independent auto repair by potentially limiting repair options for car owners.
  2. Introduction of Ford's Certified Glass Network is an example of how automakers are adapting to the rise of ADAS features in vehicles.
  3. The market for auto repair, such as glass replacement, is evolving due to the increasing reliance on software-based safety features in modern vehicles.

Ford hedges to deal with disruption

Joshua Gans' Newsletter • 0 implied HN points • 20 Apr 16
💼 Business Automotive Disruption Innovation Strategy Technology
  1. The auto industry is facing disruption from electric batteries, autonomous vehicles, and mobile phones. Traditional car companies like Ford are trying to catch up with new business models.
  2. The rise of mobile phones and ride-sharing apps present a challenge to carmakers' traditional business model of selling cars to individuals. Companies are exploring new approaches like car-sharing partnerships and separate business units.
  3. Ford's strategy of creating Ford Smart Mobility, LLC to focus on connectivity and mobility services is a unique response to disruptive technologies in the automotive industry. The move reflects Ford's effort to adapt to changing consumer needs and market trends.