FLYING CARS, FALLING AUTO STOCKS AND THE DECLINE OF BRAND LOYALTY

EV Channels Review

This episode of Autoline After Hours tackles several critical automotive industry trends. The panel discusses the diminishing relevance of traditional auto shows, highlighting their high costs and the shift towards digital or experiential events. A significant portion is dedicated to the Hertz-GM deal, exploring its potential to accelerate EV adoption by providing widespread consumer experience, though concerns about charging infrastructure reliability and vehicle maintenance in rental fleets are raised. The discussion then pivots to the alarming decline in brand loyalty, attributed to inventory shortages, poor dealer experiences, and the disruptive influence of electrification and new technologies. Finally, the panel examines the trend of automakers aiming to produce their own chips, questioning their competency while acknowledging the strategic necessity driven by past supply chain failures.