Electric. Autonomous. Shared.
The auto industry is moving fast.
In-depth coverage on the future of auto for professionals.
Combustion is The New Cartographer's guide to the
present and future of the auto industry.
We provide insight and analysis to executives, investors, and decision-makers on where auto technology, policy, and the market are headed next.
Combustion is written by veteran operators, investors, and analysts of the auto industry and is read by executives at Toyota, Ford, Waymo / Google, Uber, GM, Nissan, and many others.
In early 2014, a Tesla Motors Model S that was part of the Edmunds.com test fleet suddenly lost power while merging onto a freeway. The car flashed several warning messages — "12V Battery Power Low - Car May Shut Down Unexpectedly" and "Car Needs Service - Car May Shut Down Unexpectedly" — before coming to a stop on the freeway onramp. Eventually a tow truck came to haul the stricken vehicle to a Tesla service shop, where the company replaced its drive unit for the third time.
When GM and Ford made their respective billion dollar bets on Cruise and Argo, they weren’t buying self-driving car technology. Neither of the startups had developed any proprietary technology at the time that couldn't be matched by GM or Ford’s internal efforts. Rather what GM and Ford were buying was talent. They were bets on who the investment and capital structure could hire and retain, the reboot necessary in order to make a long bet on a self-driving future.
An American carmaker entering China suffers 25% import tariffs, an archaic forced joint venture rule and caps on foreign ownership...In contrast, a Chinese carmaker entering America can't believe its luck. Duties on imported cars are just 2.5%. And Chinese companies can own 100% of their operations. The playing field could not be more uneven.
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