Saturday, April 25, 2020

Virus could spell the end of mass transit and a boon to auto sales

Virus could spell the end of mass transit and a boon to auto salesFord and other automakers are in a challenging situation. They know that investment in autonomous vehicles is a must to stay relevant in the future. And the Covid-19 situation makes the potential benefits of autonomous vehicles more apparent than before. But organizational politics at automakers may get tense. Managers leading AV projects may have to fight with managers in other departments to get the funding they need amid lower revenue and earnings. It's possible that execs at automakers mistakenly think their AV projects are now a distraction or a luxury and end up cutting investment in them.


The independent companies that focus solely on autonomous vehicle technology don't have this problem. Maybe Waymo will end up acquiring some of the smaller AV focused companies and widen their lead even more. Maybe Ford will end up being a future supplier to Waymo, like FCA and JLR are now.Sat, 25 Apr 2020 17:49:32 +0000

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