The hottest Automotive Substack posts right now

And their main takeaways
Top Business Topics
lawrence’s Substack 758 implied HN points 21 Apr 24
  1. Tesla's recent actions have caused a shift in sentiment for the worse, leading to skepticism and concern about the company's future.
  2. The attempt to restore Musk's 2018 compensation package is under scrutiny and may face legal challenges, impacting Tesla's financial standing.
  3. Questions surrounding Tesla's Model 2 development, autonomy achievements, robotaxi plans, earnings, staff departures, and production decisions are crucial for understanding the company's direction.
lawrence’s Substack 459 implied HN points 29 Apr 24
  1. The NHTSA's report exposed Musk and Tesla's false claims about Tesla's safety and autonomous driving capabilities.
  2. Personal injury and class action attorneys may benefit from the NHTSA findings against Tesla, possibly leading to legal action.
  3. Tesla's Autopilot system has shown significant flaws according to the NHTSA, potentially impacting safety and engagement of drivers.
Read Max 1064 implied HN points 09 Feb 24
  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.
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lawrence’s Substack 159 implied HN points 22 Apr 24
  1. Tesla robotaxis may not be a feasible reality, according to informed commentators. Full Self-Driving is far from being ready for autonomy tests.
  2. Michael McGrath explains why Tesla's Full Self-Driving is technically infeasible and flawed as a business model, offering a critical perspective.
  3. Matthew Enthoven and Edward Niedermeyer also provide valuable insights and critiques on Tesla's autonomous driving ambitions.
Genuine Impact - Charting Finance, Investing & Tech 982 implied HN points 08 Jan 24
  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.
How They Make Money 628 implied HN points 26 Jan 24
  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.
Vietnam Weekly 353 implied HN points 10 Jan 24
  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.
The Asianometry Newsletter 1269 implied HN points 17 May 23
  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.
More Than Moore 233 implied HN points 04 Jan 24
  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.
Tech Buzz China Insider 19 implied HN points 27 Apr 24
  1. Huawei has made significant strides in its automotive business by focusing on smart driving technology and forming alliances with automakers.
  2. The AITO brand, co-developed by Huawei and SERES, has achieved top sales numbers in the new automotive market section.
  3. Huawei's Smart Car Solutions BU is on track for profitability, with the Harmony Intelligent Mobility Alliance becoming profitable and expected to start making profits soon.
Tech Buzz China Insider 79 implied HN points 03 Feb 24
  1. Xiaomi aims to rival Porsche and Tesla in the automotive industry and be among the top five global car manufacturers within 15 to 20 years.
  2. Lei Jun, the Founder, Chairman, and CEO of Xiaomi Group, took inspiration from a meeting with Elon Musk in 2013, which led to Xiaomi's venture into car manufacturing.
  3. Xiaomi has made continuous investments in the automotive field since 2014, covering everything from auto components to complete vehicles and aftermarkets.
Japan Economy Watch 479 implied HN points 25 Apr 23
  1. China is set to overtake Japan in auto exports, driven largely by the rise of EVs.
  2. Japanese automakers risk repeating the decline of the Detroit Three by resisting the shift to electric vehicles (EVs).
  3. The dominance of Japanese automakers is being challenged by Chinese brands, mirroring a historical pattern of established companies failing to adapt to technological shifts.
Nathan’s Substack 79 implied HN points 15 Dec 23
  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.
Japan Economy Watch 199 implied HN points 03 Aug 23
  1. China has replaced Japan as the top auto exporter in the first half of 2023, showcasing an increase in auto exports and a decline in Japanese global auto production share.
  2. The importance of auto exports for the Japanese economy is significant, with implications for manufacturing shipments, capital investment, and employment.
  3. The rise of Chinese automakers and their shift towards upscale markets like Europe and Southeast Asia pose challenges to Japanese automakers, especially in markets where Japanese brands traditionally dominated.
Japan Economy Watch 259 implied HN points 25 May 23
  1. Japanese automakers are resistant to adopting Electric Vehicles (EVs), leading to a loss in sales and risk of falling behind other countries like China.
  2. Successful companies can struggle to adapt to changing times, similar to how the Detroit Big Three faced challenges in the 1970s-80s.
  3. Japan's automakers need to prioritize entering the EV market successfully before exploring other options like hydrogen fuel cells. Shifting to Software-Defined Vehicles (SDVs) is crucial for future competitiveness.
TP’s Substack 14 implied HN points 06 Mar 24
  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.
Fight to Repair 78 implied HN points 24 Aug 23
  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.
Situation Normal 87 implied HN points 02 Jul 23
  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.
Interesting bits 78 implied HN points 02 Jun 23
  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.
Tech Buzz China Insider 79 implied HN points 13 May 23
  1. CATL's Qilin batteries are positioned for high-end vehicles and currently target about 15% of the domestic EV market due to their high cost and superior range.
  2. CATL's Qilin battery faces competition from Tesla's 4680 battery, which is still working through production issues affecting its yield rate.
  3. By 2025, the battery industry landscape is expected to greatly favor incumbent manufacturers with CATL's capacity projected to exceed 700 GWh, and laminated products anticipated to increase to over 60% of the market.
Fight to Repair 59 implied HN points 14 Jul 23
  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.
Tech Buzz China Insider 19 implied HN points 06 Dec 23
  1. The post delves into China's intelligent driving industry, particularly focusing on XPeng and their L2+ assisted driving systems.
  2. There is a spotlight on XPeng's reforms, such as supply chain anti-corruption, cost reduction strategies, and efforts to reach lower-tier markets.
  3. The newsletter discusses the excitement around the race to commercialize intelligent driving technology and the challenges in crossing into mainstream market success.
Gad’s Newsletter 47 implied HN points 29 May 23
  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.
TP’s Substack 5 implied HN points 02 Mar 24
  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.
Design Lobster 239 implied HN points 03 May 21
  1. Interacting with technology often feels personal because our brains can't distinguish between machines and people, ascribing intentions and feelings to them.
  2. Designing interactions with software should aim to make it feel like dealing with a pleasant human, not a troublesome entity.
  3. The phenomenon of pareidolia is utilized in the automotive industry to make cars seem more desirable by intentionally creating angry faces in car designs.
Fight to Repair 39 implied HN points 19 Oct 22
  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.
Fight to Repair 59 implied HN points 06 Jun 22
  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.
Fight to Repair 98 implied HN points 19 Jul 21
  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.
Dr. Pippa's Pen & Podcast 14 implied HN points 07 Apr 23
  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.
More Than Moore 1 HN point 11 Mar 24
  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.