This week marks the IAA (International Motor Show Germany; one of the most important car trade shows). To explore the strategies that OEMs are pursuing, I analyzed their recent earnings calls.
Here's the TL;DR
- Elon Musk might get a $1 trillion if he comes back to the office and delivers robotaxis and robots as promised (Elon Musk is busy with a lot of things besides cars)
- Volkswagen is executing a product-heavy, China-local strategy (30 new models in 2024!) and partnering with US and Chinese-brands for soft- & hardware
- While for Tesla full autonomy is just around the corner, Ford is focusing on Level 2/3
- Ford has announced a new Model T equivalent product innovation
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