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Shift: A podcast about mobility

Sam Abuelsamid delves into Ford’s EV retreat and GM’s software cuts

Shift: A podcast about mobility

Automotive News

Business

4.831 Ratings

🗓️ 25 August 2024

⏱️ 42 minutes

🧾️ Download transcript

Summary

The Guidehouse Insights principal analyst examines forces driving Ford Motor Co. to scale back its electric-vehicle plans, steady sales growth in the overall EV market, and why it’s hard for legacy automakers to get software right.

Transcript

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0:00.0

This episode is brought to you by the Michigan Economic Development Corporation.

0:04.4

Michigan is powering the future of mobility with billions in new EV and battery investments from talk companies.

0:12.2

Visit Michigan Business.org to learn more.

0:15.6

Hi everybody, welcome to shift, a podcast about mobility. I'm Pete Bigelow, your

0:25.0

host and reporter at the Automotive News. Joining me on the podcast today, I'm

0:30.7

pleased to have back on the podcast Sam Abel Samid, principal analyst at Guidehouse

0:35.9

Insights. We're kind of going to go backward this week. Sam is going to break down the big

0:40.8

news of the week, which is Ford's E.

0:43.2

Strategy shift.

0:44.2

He and I also talk about General Motors Software Strategy in the wake of the company

0:49.0

laying off a thousand or so software engineers.

0:51.9

For a look at everything else by

0:54.1

automotive news colleague Hannah Lutz joins us. Hannah how are you today?

0:58.1

Hi Pee doing well how are you? I'm doing great this morning.

1:02.1

Uh, so Hannah we have these big fluctuations, perhaps in these short term with EVs,

1:08.0

and our upcoming look at EV Strategy with Sam.

1:12.0

You have been focused on the long term this week, writing a story about

1:15.9

EV battery chemistry and which one essentially will stand the test of time.

1:20.8

What did you learn this week?

1:22.6

Yeah, we had a big package on battery chemistries and recycling and charging.

1:27.8

And one of the stories looked at the most popular chemistry and my reporting found that it will stand the test of time and that's a

1:35.6

nickel-rich lithium-ion battery that powers pretty much every EV on the road now and they all have some

...

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