Operating at the Intersection of Technology and the Capital Markets
Tag: Ford
Ugly design language, cheap build quality (hope you like plastic and dated display technology, see our example at the end of this note), combined with a less than enviable financial position make one wonder if Ford (ticker: F), is long for this world. The same is true for other Auto OEMs that carry large debt … Continue reading Is Ford Long For This World?
VW CEO Herbert Diess will step down. This news is hardly a surprise as legacy Auto OEMs struggle to transition to the EV world. The transition to EVs is difficult for legacy Auto OEMs from a financial, cultural and operational execution standpoint. Tesla (ticker: TSLA), capitalized on the first mover advantage to capture the market-leading … Continue reading When Incumbents Try To Disrupt an Industry
The Auto OEM of the future will be vertically integrated across traditional automobile components, batteries and alternative power sources, software and chips. BYD (tkr: BYDDY) is a prime example of a vertically integrated Auto OEM given its Automotive and Battery operating segments. Ford (tkr: F), today announced it is partnering with GlobalFoundries (tkr: GFS), to … Continue reading Vertically Integrated Auto OEMs
There is a difference between truly Autonomous Vehicles - those qualified to operate without a driver - and ancillary technologies such as driver assist. Below we provide detail about where various Auto OEMs are in their Autonomous evolution as measured by Autonomous Vehicle permits held in the state of California. (For those who receive our … Continue reading Autonomous Vehicle Permits in CA
Good article by Wired. Here's a recent review by Mark Kermode:
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