Episode notes
Volkswagen is staring at a historic restructuring fight while still eyeing a risky U.S. pickup play, and that contradiction captures the entire auto industry right now.
Today’s episode breaks down Porsche SE’s 53.3% voting control at Volkswagen, potential cuts reaching 100,000 jobs, Ford’s sub-$30,000 Fathom EV pickup target, Slate’s $26,400 electric truck, Ram’s 1.2 million-pickup recall, and why dealers need a 10-layer audit before blaming their equity-mining software.
Today's Key Headlines
~Volkswagen faces pressure for potential cuts reaching 100,000 jobs
~Porsche SE controls 31.9% of Volkswagen equity and 53.3% of voting rights
~Ford is developing the Fathom EV pickup with a target price under $30,000
~Slate is pushing an electric truck starting at $26,400
~Digital Dealer guidance calls for a 10-layer audit of equity-mining campaigns
00:07 Volkswagen’s 100,000-job threat opens the episode
01:26 Global automaker balance sheets turn narrowly positive
05:18 Ford Fathom and Slate chase budget EV truck buyers
08:49 Volkswagen becomes the boardroom case study
11:37 VW eyes a U.S.-built pickup in Chattanooga
14:28 Dealers audit equity-mining workflows
20:10 Big takeaway: execution matters more than intent
21:08 Outro: align EV promises with bottom-line profits
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