The hottest Automotive Substack posts right now

And their main takeaways
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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 Automotive
  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.

NVIDIA, BYD, Figure, 1x, Sanctuary, Apptronik, OpenAI, Intuitive Machines, Groq & Google

Robots & Startups • 39 implied HN points • 25 Feb 24
🕹 Technology Automotive
  1. The global robotics and AI landscape is rapidly evolving with companies like NVIDIA, BYD, Figure, OpenAI, and others making significant advancements.
  2. BYD's disruptive entry in the electric vehicle market is causing concern among legacy automakers due to their low production costs and competitive pricing.
  3. Groq and Google are making waves in the AI sector with Groq showcasing impressive speed on their inference API and Google introducing a new family of open-source AI models.

Petal to the Metal - How's Huawei Car Business Coming Along?

Tech Buzz China Insider • 19 implied HN points • 27 Apr 24
🕹 Technology Automotive
  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.

My car is broken and so’s the car industry

Interesting bits • 78 implied HN points • 02 Jun 23
🕹 Technology Automotive
  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.
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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
  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.

CATL

Tech Buzz China Insider • 79 implied HN points • 13 May 23
🕹 Technology Automotive
  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.

Cybertruck is coming...are you ready?

Jon’s Newsletter • 99 implied HN points • 04 Jun 23
🕹 Technology Automotive
  1. Tesla's Cybertruck is anticipated to change the pickup market significantly and could make $30 billion quickly if it sells well.
  2. Traditional truck makers like Ford and GM have dominated the market, but their share is shrinking, while Tesla's unique design and approach may attract new customers.
  3. There are concerns about how fleet buyers will respond to the Cybertruck's design, but it could encourage more people to buy trucks, similar to how the iPhone changed the smartphone market.

20 years of Tesla

Jon’s Newsletter • 139 implied HN points • 22 Jan 23
💼 Business Automotive
  1. Elon Musk nearly went broke saving Tesla in 2008, but he managed to keep it alive by splitting his fortune between Tesla and SpaceX.
  2. In 2010, Tesla became the first car company to go public in the U.S. in over 50 years, which boosted its credibility and opened doors for growth.
  3. The launch of the Model 3 in 2017 was crucial for Tesla's success, making it the best-selling electric vehicle in the world and greatly increasing the company’s market value.

Should Car Safety Features Have A Paywall?

Fight to Repair • 59 implied HN points • 14 Jul 23
🕹 Technology Automotive
  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.

Want to play AAA Games in Your Car?

More Than Moore • 233 implied HN points • 04 Jan 24
🕹 Technology Automotive
  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.

X-change: Cars

Renewable Revolution • 39 implied HN points • 14 Sep 23
🕹 Technology Automotive
  1. Electric vehicles (EVs) are growing rapidly, with predictions that they will dominate car sales by 2030. The demand for gas-powered cars is dropping fast.
  2. The cost of owning EVs is becoming similar to gas cars because battery prices are falling. This makes EVs more accessible to more people in different countries.
  3. Even though there are challenges like needing better charging networks, the transition to EVs is happening quickly. Companies are investing heavily in technology and infrastructure to support this change.

Two cheers for looser self-driving regulations

Alex's Personal Blog • 65 implied HN points • 18 Nov 24
🕹 Technology Automotive
  1. Looser regulations for self-driving cars could be beneficial. Robots generally drive better than humans, so easing rules might help get safer self-driving cars on the road faster.
  2. Self-driving technology is making progress and has already proven to be a safer alternative to human drivers in many cases. It's a good time to support its expansion and keep improving safety.
  3. The current political climate may shift focus toward tech regulations, but it's important to balance safety with innovation in areas like self-driving vehicles.

Investors grade Tesla's self-driving event, and why you shouldn't compare OpenAI to Google

Alex's Personal Blog • 65 implied HN points • 11 Oct 24
🕹 Technology Automotive
  1. Tesla's latest self-driving event didn't impress investors, suggesting they expected more excitement or better features. The company aims to roll out full self-driving cars soon, but many wonder if it will be enough to justify its high stock value.
  2. OpenAI is experiencing rapid growth, but comparisons with older tech giants like Google and Meta may not be fair. These companies were already profitable when they achieved significant growth, unlike OpenAI, which is still figuring out its financial footing.
  3. The success of companies like OpenAI could skew perceptions of growth in the tech sector. While OpenAI's growth is impressive, the context of its competition and market conditions is important to understand its value.

VW's Cars Just Got ChatGPT Superpowers!

aidaily • 19 implied HN points • 11 Jan 24
🕹 Technology Automotive
  1. Volkswagen is bringing ChatGPT into its cars for enhanced voice assistant capabilities.
  2. OpenAI is partnering with news crews to use AI for tasks and address glitches.
  3. Humane startup faces layoffs while implementing cost-saving measures for its AI pin gadget launch.

#66 Talking to machines

Design Lobster • 239 implied HN points • 03 May 21
🪑 Design Automotive
  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.

Unravelling the Dynamics of China's Intelligent Driving Industry; Spotlight on XPeng

Tech Buzz China Insider • 19 implied HN points • 06 Dec 23
🕹 Technology Automotive
  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.

Fight to Repair Daily: Wednesday October 19, 2022

Fight to Repair • 39 implied HN points • 19 Oct 22
💼 Business 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 Automotive
  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.

An Ode to BYD

Kartick’s Blog • 35 implied HN points • 17 Dec 24
🕹 Technology Automotive
  1. BYD cars have a really unique and stylish design. They stand out on the road and feel like they are from the future.
  2. Most car companies play it safe with their designs, which can make many cars look very similar. BYD took a chance and created a standout vehicle that works well.
  3. The shift to electric cars often favors new companies like BYD. Established brands struggle to adapt, which gives BYD a chance to grow and attract drivers looking for innovative options.

How we built a business out of recession - chapter 26 - the worst and best of times

The ZIPster • 35 implied HN points • 22 Nov 24
💼 Business Automotive
  1. CitNOW was founded during tough economic times but managed to grow successfully. The company started from a small kitchen table and grew into a significant player in the automotive industry.
  2. The launch of CitNOW Workshop was a game changer. By providing video inspections, they built trust with customers and improved the approval rate for repairs.
  3. Finding the right partners and aligning on vision is crucial for a startup's success. Alistair's tech enthusiasm and risk-taking nature were key in driving CitNOW forward.

Here comes Tesla's Cybertruck...

Jon’s Newsletter • 19 implied HN points • 22 Oct 23
💼 Business Automotive
  1. Tesla's Cybertruck will officially launch on November 30th, after four years since the first prototype was shown. It's been a long wait, and the design changes led to new manufacturing processes.
  2. There is huge demand for the Cybertruck, with over one million reservations already. However, it might take a year to a year and a half for it to start making significant money for Tesla.
  3. Analysts predict Tesla could sell between 75,000 to 250,000 Cybertrucks per year by 2025, potentially bringing in up to $30 billion in revenue if sales reach Musk's higher estimates.

BYD has some interesting models in 2025

TP’s Substack • 22 implied HN points • 03 Feb 25
💼 Business Automotive
  1. BYD is launching many exciting new models in 2025, including the powerful Han L and Tang L. These cars offer impressive performance and fast charging.
  2. There are significant improvements coming to existing models, like better interiors and advanced driver-assistance systems, enhancing the driving experience.
  3. Denza, a BYD brand, will release a new flagship SUV, the N9, along with other models to compete in the premium market. They are focusing heavily on technology and performance.

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 Automotive
  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.

BYD operates on a different pace than everyone else

TP’s Substack • 27 implied HN points • 10 Dec 24
💼 Business Automotive
  1. BYD is launching many new models quickly, with around 8 new ones expected soon. This shows they are operating at a fast pace compared to other car makers.
  2. They are introducing exciting features like Lidar and powerful motors on their vehicles, which will improve performance and technology. This means buyers will have more options for advanced features.
  3. Legacy car manufacturers need to speed up their development processes to keep up with BYD and other Chinese companies. If they don't adapt quickly, they risk being left behind in the evolving auto industry.

BYD approach toward Global South market

TP’s Substack • 22 implied HN points • 21 Dec 24
💼 Business Automotive
  1. Cars in Global South countries tend to be smaller and more fuel-efficient compared to those in the United States. This is important for companies like BYD to consider when entering these markets.
  2. BYD's current models may be too large for many consumers in the Global South, where smaller vehicles are preferred. They need to develop smaller cars and hybrids to better fit local preferences.
  3. The charging infrastructure in these regions is lagging behind, meaning that practical and affordable vehicles are crucial. BYD should focus on making adaptations for local markets to increase sales.

BYD bringing ADAS to everyone

TP’s Substack • 17 implied HN points • 19 Feb 25
🕹 Technology Automotive
  1. BYD has introduced its DiPilot-100 ADAS package for various models without raising prices. This means even lower-cost cars now have advanced driving features.
  2. The launch of DiPilot-100 has disrupted the market, putting pressure on competitors who can't match BYD's pricing or technology. BYD's advantage comes from its large data set and supply of necessary components.
  3. Features like automatic emergency braking and advanced parking modes make BYD's cars safer and more appealing. The continuous updates from their data will likely improve these systems over time.

Is this how my catalytic convertor saga ends?

Situation Normal • 87 implied HN points • 02 Jul 23
🎭️ Culture Automotive
  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.

Episode 31: Better Built By Burkhard

burkhardstubert • 39 implied HN points • 01 Dec 22
🕹 Technology Automotive
  1. Trade shows can be exciting, especially if you find innovative products, like the microbial fuel cell that uses plants to generate power.
  2. Companies should focus on creative solutions for mobility beyond cars, as seen with the interesting Podbike design, which can help with short trips.
  3. New technology offerings, like the i.MX 8ULP and i.MX 93 processors, show advancements in power efficiency and connectivity, useful for various applications.

Just how much battery is needed by China alone?

TP’s Substack • 19 implied HN points • 25 Dec 24
🕹 Technology Automotive
  1. China needs a huge amount of batteries for electric cars, with estimates suggesting around 1.3 terawatt-hours just for passenger vehicles. This shows a big shift towards electric cars in the country.
  2. The demand for batteries isn't just from cars; commercial vehicles also need a lot, with predictions of roughly 1 terawatt-hour for all types of trucks and other commercial vehicles. This means a lot of growth in the electric vehicle sector.
  3. To support a greener energy grid, China might need around 10 terawatt-hours of battery storage for renewable energy. This highlights that as they move to renewable energy, battery production has to increase significantly to meet these needs.

Ather Rizta Electric Scooter: No Fun

Kartick’s Blog • 17 implied HN points • 12 Jan 25
🕹 Technology Automotive
  1. The Ather Rizta electric scooter has a low maximum speed of 80kph and slow acceleration, making it less enjoyable to ride compared to the Ather Apex.
  2. While it has some benefits like a smooth suspension and more storage space, it lacks features like a touchscreen and has rear drum brakes.
  3. Ather as a company offers modern features and updates, showing they are more innovative than older brands, but the Rizta model isn't fun enough to buy.

How will Li Auto do going forward?

TP’s Substack • 15 implied HN points • 27 Nov 24
💼 Business Automotive
  1. Li Auto has a strong sales and product design team, but it faces tough competition from other automakers. Its sales have dropped recently, showing it might struggle to keep growing.
  2. Other companies, like BYD and Huawei, are releasing new models that might outperform Li Auto's offerings. This increased competition can make it harder for Li Auto to attract customers.
  3. Li Auto may have trouble keeping its costs down because it's unlikely to access the same high-performing batteries that competitors use. This could make it difficult for them to price their vehicles competitively.

Tippets #199

Tippets by Taps • 4 implied HN points • 13 Jul 25
🕹 Technology Automotive
  1. OpenAI's planned purchase of Windsurf for $3 billion fell through, but Windsurf’s CEO is moving to Google DeepMind to continue operations there. Investors will still be compensated, showing how competitive the AI industry is.
  2. Elon Musk launched an AI called Grok 4, claiming it's smarter than many graduate students. However, it has also been criticized for generating controversial content, raising questions about AI safety.
  3. YouTube is tightening rules to control low-quality, AI-generated videos on its platform. This move aims to ensure creators focus on quality instead of flooding the site with easy, repetitive content.

More nuggets on BYD ADAS

TP’s Substack • 6 implied HN points • 24 Feb 25
🕹 Technology Automotive
  1. BYD chose a specific chip setup for its DiPilot-100 platform that supports advanced technology better than other options. They prioritized overall performance and future needs rather than just the highest computing power.
  2. The company collects a large amount of driving data daily, which helps constantly improve its ADAS technology. While it's still behind Tesla’s FSD, BYD's hardware is getting better and offers a good range for detection.
  3. BYD is focusing on reducing costs by developing its own chips and increasing production efficiency. This strategy will help them expand smart car technology to more vehicles and compete effectively in the market.

Is Brazil the perfect market for BYD?

TP’s Substack • 14 implied HN points • 06 Mar 24
💼 Business Automotive
  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.

Pippa Passes: Toronto, Le Mans & Iceland

Dr. Pippa's Pen & Podcast • 14 implied HN points • 07 Apr 23
🏝 Travel Automotive
  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.