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Volkswagen

includes Volkswagen ID Series

5 statements across 4 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement Apr 6, 2023 by Sam Jaffe · said 9 times in 4 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by TP Huang (TP Wang) (4), Sam Jaffe (2), Michael Dunne (2), Shayle Kann (1)

tap a year for its mentions
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00214220222023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2024 4 mentions in 1 episode
2022 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Volkswagen, oldest first

Apr 6, 2023
Assertion Supported
Jaffe: Freyr, Northvolt, and Volkswagen shifted European plant plans to US
“We've actually seen a shift, in some cases, a shift of battery plants that were planned for Europe where they said, we're gonna stop developing this and instead turn to building a plant in the U.S., Fryer did that, Northvolt did that, and a couple others have,…”
Sam Jaffe Apr 6, 2023 ▶ 7:16 What the new Treasury rules mean for EV supply chains
Dec 7, 2023
Assertion Supported
Freyr, Northvolt, and Volkswagen redirected European battery plant developments to the US
“We've actually seen a shift, in some cases, a shift of battery plants that were planned for Europe where they said, we're gonna stop developing this and instead turn to building a plant in the U.S., Fryer did that, Northvolt did that, and a couple others, and …”
Sam Jaffe Dec 7, 2023 ▶ 22:02 Update: What the new Treasury rules mean for EV supply chains
Jun 20, 2024 neutral
Assertion Not checkable as stated
Volkswagen is the only non-Tesla foreign automaker selling notable EVs in China
“The only other one selling a lot of EVs in China among foreign automakers is Volkswagen.”
TP Huang (TP Wang) Jun 20, 2024 ▶ 9:46 Demystifying the Chinese EV market
Jun 20, 2024 neutral
Assertion Supported
Huang: German automakers generate one-third of sales from China
“For people like Volkswagen, they get one third of their sales in China. And I think it's similar ratio for BMW and the Audi and Benz.”
TP Huang Jun 20, 2024 ▶ 34:39 Demystifying the Chinese EV market
Jun 11, 2026 bearish
Assertion Supported
Volkswagen will close plants and lay off 50,000 workers by 2030
“Volkswagen's come out and said between now and 2030, they'll lay off 50,000 people. This is unprecedented. They're closing plants for the first time since World War II.”
Michael Dunne Jun 11, 2026 ▶ 16:06 How China is reshaping the global auto market
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