– OEMs are converting battery plants to make cells for energy storage instead of electric vehicles
– Toyota boosts its U.S. production. Will it become the #1 seller in America?
– Should GM drop SAIC and go at it alone in China?
– With Uber buying up to 50,000 R2 robotaxis from Rivian, should automakers develop their own AV stacks or just buy it?
– What took Honda so long to axe Afeela?
PANEL:
Gabrielle Coppola, Bloomberg
Stephanie Brinley, S&P Global
Gary Vasilash, shinymetalboxes.net
John McElroy, Autoline.tv
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Gary. Really, you don’t know Tesla sells BESS , megapack . It’s a multi billion dollar business every quarter at about 25to30 percent margin.