Michael Dunne
@dunne_insights
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Dunne Insights: Global EVs • Batteries • AVs. “Courage is the first among human qualities b/c it is the quality that guarantees all the others." - Churchill
California • Asia
Joined June 2012
In SF this week. Waymo update Customers absolutely love the experience But other drivers are less enamored: 1. Drop offs in street with hazard lights instead of pulling over to curb causes congestion. 2. Lots of Waymo cruising around without passengers. 3. Moving at
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BYD lead in EV trucks and buses even more pronounced than in cars. Quiet but rapid global expansion with assembly operations in Europe, N & S. America BYD plans giant Brazil factory to scale electric bus and truck production | South China Morning Post
scmp.com
The new plant would dwarf BYD’s current Brazil operation, lifting output from about 600 units over a decade to up to 7,000 a year.
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@dunne_insights Ford got a lot right with the electric F-150: fast execution, familiar design, and mass-production readiness. Fatal mistake: no Tesla-like fast-charging network. It has 98 kWh (~3 gallons of gas). Who would drive 125 miles/day at 75 mph, towing uphill, with a 3-gallon “tank”
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Ten Years, One Hundred Cities, $15 Billion. Geely Group ride hailing and AV company Cao Cao has big global ambitions. CaoCao unveils upgraded Robotaxi strategy with global ambitions, new smart mobility hub
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BYD momentum accelerates in Australia led by the Shark pickup truck. BYD Sales In Aussie 2023: 20,000 2024: 24,000 2025: 57,000 (f)
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Forever competition. China is getting ready for it. https://t.co/NLVoKiYS8Q
foreignaffairs.com
How Beijing builds leverage for indefinite competition.
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How many more days until spring training starts? Rainy morning in SF. City overall looking cleaner fresher safer than last visit.
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High quality writing and reporting on Ford’s EV conundrum by @NoraEckert Ask not for whom the bell tolls, Detroit, it tolls for thee. Build for America or build for the world? Ford’s EV retreat highlights industry dilemma: Build for the US or the world?
reuters.com
Ford reflects the broader conundrum facing auto executives in the wake of Trump-administration policies that stripped the industry of EV subsidies and eased restrictions on tailpipe pollution.
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When you go to an in-network hospital, you expect in-network doctors. But too often, hospitals exploit a federal loophole, bringing out-of-network doctors into in-network hospitals and leaving patients with the fallout. Families pay. Employers pay. The whole system pays. It’s
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What do these companies have in common? Founders run the show. All billionaires. BYD Xiaomi Geely Xpeng Li Auto NIO Tesla
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China Automaker Market Caps 12/16 BYD: $119B Great Wall Motor: $27B Geely Auto Holdings $22B Xpeng: $18B Li Auto: $17B NIO: $12B Zeekr: $7B (going private) Polestar: $1B
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Ford F-150- Lightning never really got going. It's now history. Sales 2022: 15K 2023: 24K 2024: 33K 2025: 27K (f) "Going forward, the full-size F-150 will be offered with three options under the hood: a gas-only engine, a mild hybrid, and an extended-range electric vehicle
dailymail.co.uk
Ford is scrapping the all-electric version of America's favorite car.
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Ford's $19.5 billion impairment charge is the second largest in history, after the $39 billion hit at GM, months before bankruptcy in 2009. Not predicting Ford bankruptcy, just underlining the magnitude of the minus $$$ in historical terms.
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I think the British call this dissembling. "Excluding the one-time $19.5 billion financial hit, Ford expects to still report a profit before interest and taxes of around $7 billion for 2025." Okay. https://t.co/fK4Rusm56o
nytimes.com
Ford Motor said the costs come from its decision to make fewer electric vehicles than it had planned and more hybrids that use both gasoline engines and batteries.
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Taken over by its Chinese supplier. Roomba maker iRobot swept into bankruptcy https://t.co/QZLZPN2M03 via @ft
ft.com
Company behind autonomous vacuum cleaner to be taken over by its Chinese supplier
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Warren Buffett knows things. BYD stock down 27% since he started exiting.
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Round it to $20 billion. Wow. Ford to take $19.5bn hit as US carmaker overhauls EV strategy https://t.co/CwXy7EMkmi via @ft
ft.com
Group scraps plans for flagship all-electric pick-up truck on Trump regulatory changes and tepid demand
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Everyone else is safe. “Those who are unrealistic, hasty, reckless and haphazard in their efforts will be held strictly accountable,” he said. China investment decline deepens as Xi Jinping attacks ‘reckless’ spending https://t.co/Cy4mQKlZ8E via @ft
ft.com
Deepening decline feeds concerns over growth in world’s second-biggest economy
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“The reality is that there will still be millions of combustion engine-based cars around the world in 2035, 2040 and 2050.” Friedrich Merz Brussels plans to scrap 2035 combustion engine ban https://t.co/Jtvlx38g6W via @ft
ft.com
Carmakers will be allowed to make a limited number of petrol and diesel-fuelled cars after deadline
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