The hottest Automotive Substack posts right now

And their main takeaways
Category
Top Business Topics
Read Max 1059 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.
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.
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.
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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.
More Than Moore 167 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.
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.
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 77 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.
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.
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.
Gad’s Newsletter 43 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.
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.
Collisions 0 implied HN points 09 Feb 24
  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.
MacroCrunch 0 implied HN points 20 Sep 23
  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.
Fight to Repair 0 implied HN points 08 May 22
  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.