GM, Ford, Tesla, and Robo-taxis
Barron's Streetwise
Barron's
4.7 • 1.6K Ratings
🗓️ 20 March 2026
⏱️ 36 minutes
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| 0:00.0 | Tesla, the models that made them this disruptive force in auto are now being phased out as they go to this next phase of AI, humanoid robots, robo-tax, the autonomous driving. |
| 0:13.6 | These are things that the legacy automakers really aren't interested in. |
| 0:17.6 | Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe, and the voice you just heard, that's Dan Levy. He's a car analyst with Barclays, and we're going to be talking about what, the price of gasoline, the price of cars, cars are expensive, but the carmakers are doing well financially so far. The stocks were up big last year. |
| 0:38.2 | They've been selling off this year. |
| 0:39.5 | What's next? |
| 0:40.3 | We'll get to that. |
| 0:41.1 | We'll talk GM, Ford, and Tesla. |
| 0:48.8 | Listening in is our audio producer Jackson Cantrell. |
| 0:52.4 | Hi, Jackson. |
| 0:53.5 | Yeah. |
| 0:54.0 | Do you know |
| 0:54.4 | Dan Levy is also the name of |
| 0:56.9 | writer, actor, and Eugene Levy's |
| 0:59.8 | son, famous in Schitt's Creek? |
| 1:03.7 | You gotta bleep that or |
| 1:05.4 | that's you're gonna say that's an SCH |
| 1:08.2 | so you don't have to bleep it? That's a show. Yeah. |
| 1:10.9 | Yeah, yeah. It's the name ofep it. That's a show. Yeah. Yeah. |
| 1:11.5 | Yeah. |
| 1:11.8 | It's the name of a town where there's a motel. |
| 1:15.2 | Feels like a loophole you're using just to get naughty words in the podcast. |
| 1:18.8 | I don't know. |
... |
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