Autonomy Is the Missing EV Piece
News of GM dialing back its EV sales targets wasn’t met with much surprise. Elon Musk’s downbeat Tesla earnings call a week prior had already lowered EV demand expectations. However, the question remains: Is EV demand declining simply because of higher interest rates resulting in higher financing costs? It’s prudent not to box ourselves into such a narrow explanation. Instead, there is a bigger problem at play. EVs are waiting for, and needing, autonomy, but the technology has proven far more difficult to achieve than consensus thought.
With EVs in mind, the role that would be given to autonomy is straightforward.
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