In this episode, we explore why GM’s multi-nameplate EV strategy shows that scale matters: costs fall, ranges rise, and the lineup stays credible as others pull back. Ford’s pause on a pure EV truck might save cash now, but it risks long-term leadership among innovation-first buyers. And quietly, Foxconn is assembling the most intriguing play in the room—homologating a U.S.-bound EV, standardizing battery plants on four-year timelines, and offering turnkey platforms that legacy brands can badge and sell. That’s the smartphone supply chain model coming to the auto industry.