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Perfect Storm: AI, Robots, Chip Shortages. Can Automakers Weather It? [Forbes]
Last tesla, inc. earnings: 4/29 04:11 pm
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US:NASDAQ Investor Relations: ir.tesla.com
The once-unstoppable auto industry, a 20th-century titan synonymous with manufacturing disruption and progress, now finds itself caught in a perfect storm. Inflation, the relentless march of electrification, the rise of AI and robotics, a tangled web of global geopolitics and chip supply chains, and a domestic policy shift on subsidies all converge to threaten not just assembly line processes, but the very way our economies function and cities move. While headlines often focus on the transition to electric vehicles (EVs), the bigger picture reveals a more complex and volatile situation for established car manufacturers. Recent labor disputes and layoffs at giants like GM Ford Stellantis , and now even Tesla paint a stark picture – the transition to electric vehicles (EVs) is not a smooth ride. This technological revolution, coupled with a relentless focus on efficiency, is part of a wave of bigger changes coming. The specter of fierce competition from Chinese EV companies like BY
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