automakers

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 6, 2020 by Reuben Munger · across every show →

Everything said about automakers, oldest first

Jul 6, 2020 bullish

Prediction Partly held up

Major automakers will fully transition to EVs by 2024, abandoning gas engines

“You've also seen major sustained investments by the automakers that are of a scope and scale that mean it's not clear when the curve ramps in the small amount, but four years from now, since people aren't doing new engine programs, they're switching to electri…”

Reuben Munger Jul 6, 2020 ▶ 36:23 Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)

Mar 13, 2023 positive

Assertion Not checkable as stated

Orum: Tesla accelerated legacy automakers' EV plans by 10 to 20 years

“And then on top of that, there is what Tesla did in the OEM industry overall, which is it effectively brought forward The plans of all the other large automakers by likely 10 or 20 years.”

Bill Orem Mar 13, 2023 ▶ 30:42 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)

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automakers

Everything said about automakers, oldest first

Turn any episode into a week of clips.