The US Banned Chinese Connected-Car Tech. The Company Racing to Replace It Started With a Chinese License
Forget the model years for a second. The number that actually matters in America’s ban...
supply chain
Tesla and Hyundai Are Building Robot Armies. Building Cars Might Just Be Their Old Job
Tesla just broke ground on a new factory in Austin. When the machines inside it...
Uncle Sam Just Handed Bosch $225 Million To Make EV Chips – In The Same Business That Just Bankrupted America’s Last Champion
Bosch says it just reached “a milestone.” That part is true. It’s just not the...
O’Reilly’s Reported $10 Billion Bid for NAPA’s Parent Isn’t Really a Merger Story. It’s a Vote of No Confidence in GPC’s Own Spinoff Plan
Genuine Parts Company spent the better part of this year building an elaborate exit ramp...
Rolls-Royce Just Expanded a Factory in Minnesota. It’s Not the Rolls-Royce You’re Picturing, and the Mix-Up Is the Real Story.
Skim the headline and you’ll picture Goodwood: a clean room in the English countryside where...
China’s EV Industry Just Culled 27 of Its Own Brands. The 3 Survivors Are Coming for Your Dealership.
Everyone is reading China’s EV market numbers as a story about slowing demand. It isn’t....
The ‘Buy American’ and ‘Buy European’ Pitch Is Getting Harder to Believe When the Platforms Keep Coming From China
Two stories crossed the wire at roughly the same moment this week, and read together...