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OR: Why I switched from liking GM to Ford (among legacy OEMs) and bought GM stock

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What started as a comparison between Ford's and GM's EV plans shook me, and did the impossible - TWICE:
➡️Made a GM fan switch to Ford
➡️Made a Tesla fan and investor who's all-in on $TSLA buy some $GM

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🎉 The Day GM Died: How America's Giant Became China's Puppet | I Stopped Being GM Fan + Bought $GM

Avoid misleading media narratives and stay informed on breaking news. Subscribe this month through my link https://ground.news/ctdots to get unlimited access with 40% off the Vantage Plan ➡Consider supporting me on Patreon, Get Ad-Free access and exclusive content: http://www.patreon.com/ConnectingODots 👕MERCH: Use code ELON10 for 10% off https://connecting-the-dots-3.creator-spring.com **Other ways to support the channel: ** 🔹Join my PATREON for as little as $1/month: http://www.patreon.com/ConnectingODots 𝕏 Subscribe or Follow me on 𝕏: https://X.com/ConnectingODots 🔹Become a YouTube channel member: https://www.youtube.com/@ConnectingODots/join ☕Buy me a coffee using the THANKS🙏 BUTTON above 🔗Or just SHARE this video on Social Media, LIKE and SUBSCRIBE, Your support means a lot! Narrated by James - https://t.ly/eh53t 00:00 - Intro 01:14 - Ch1 - GM's Perfect Plan 02:30 - -- 1A. China: A Strategic Gamble 06:37 - -- 1B. GM's Trojan Horse 09:14 - -- 1C. Trump’s Gamechanging Tariffs 11:16 - Ch2 - The Culture Clash 11:19 - -- 2A. Car Guy vs MBA 12:45 - -- 2B. Two Opposing Strategies 13:56 - -- 2C. Difference in Mindset 14:31 - -- 2D. Hands-on vs. Remote Leadership 17:09 - Ch3 - Team Edison's Bold Experiment 17:12 - -- 3A. EV Skunkworks 21:59 - -- 3B. Learning By Doing 23:00 - -- 3C. F-150 Lightning 23:40 - -- 3D. Harsh Reality of EV Economics 27:56 - -- 3F. A Long-Term Bet 29:26 - Ch4 - Break it to Pieces 29:29 - -- 4A. A Lot to Learn 30:36 - -- 4B. Breaking it to Pieces 32:05 - -- 4C. Tesla Inside 33:00 - -- 4D. Trump's Tariffs 2025 34:41 - Ch5 - GM's Perfect(ly Evil) Plan 34:45 - -- 5A. This Changed Everything! 36:03 - -- 5B. The Factory Zero Distraction 38:02 - -- 5C. The Mexican Workaround 39:45 - -- 5D. The Big Picture: GM's Global Shift 43:31 - -- 5E. Biden's Tariffs 45:21 - -- 5F. Trump's New Tariffs 46:40 - Ch6 - Doing the Impossible, Twice

Comments

Bill Weaver

As usual a great anaylsis! Thanks Dots!