This week, Ford made official a shift that most people following the company closely have expected for some time. The company announced a $19.5 billion write-down tied to scaling back …
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Rivian’s first Autonomy & AI Day probably felt like yet another company trying to piggyback off of the AI revolution and push its stock price up. After all, Rivian is …
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ERCOT battery revenues are down 71%, yet Base Power just raised $1 billion at a $4B valuation. We analyze the unit economics of Zach Dell’s manufacturing pivot and why it’s a race against time.
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With Trump eliminating the $7,500 tax credit and gutting CAFE standards, it’s easy to think EVs are finished in America. But Germany just ran this exact experiment—and what happened next might surprise you.
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Diesel garbage trucks are some of the most polluting vehicles on the road, idling for long periods and crawling through dense urban routes. A diesel garbage truck emits somewhere between …
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AI and autonomy are the biggest trends in the automotive market today. Both Waymo and Tesla seem to have cracked the autonomous car market. And investors have assumed, rightly or wrongly, that the same trend will play out in the trucking space. No one company captures this trend better than Aurora Innovation (NASDAQ: AUR) which has very little in the form of revenues but has a $12 billion market capitalization.