Ford Scraps F-150 Lightning EV, EV Adoption Struggles, Rivian Chasing Autonomy
Today's Above Avalon Daily update includes the following stories:
Ford Scraps F-150 Lightning EV
EV Adoption Struggles
Rivian Chasing Autonomy
We kick things off with Neil’s thoughts on Ford scaling back its electric vehicle (EV) ambitions. The discussion then turns to why U.S. EV adoption continues to undershoot industry expectations. We conclude things with Rivian’s autonomy goals. Neil explains why we both autonomy and EV, we still seem to be missing key ingredients for changing what it means to use a car.
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Tesla 1Q25 Delivery Figures, Cybertruck Sales Disclosed, The Big (Auto) Picture
Today's Above Avalon Daily email contains the following stories:
Tesla 1Q25 Delivery Figures
Cybertruck Sales Disclosed
The Big (Auto) Picture
The highly anticipated reciprocal tariffs news just dropped. We will dedicate tomorrow’s update to the topic. It’s been nearly a year to the day (April 3rd, 2024) since we last talked about Tesla at length in these updates. Since Apple disbanded Project Titan, my overall approach to the auto industry as it pertains to these updates hasn’t changed. It is good to keep abreast of what’s unfolding in the car industry as the market is too large for Apple to ignore. While the ingredients may not be ripe for Apple’s entry over the next few years, we can’t rule out the company having renewed interest down the road. There is then Apple’s CarPlay initiative as a current integration offering between first-party hardware and non-Apple hardware.
We will begin today’s discussion by going over Tesla’s latest deliveries report.
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Member Privileges and Benefits
Become an Above Avalon member and receive the following privileges and benefits:
Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.
Archive Access. Access previous newsletters sent to members.
Member Forum Access. Access all channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.