GM
General Motors Company
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You're joking, right? I had a '97 Camry that ran with the motor mounts broken for over a year, before we were finally able to pull the engine and extract a stuck bolt. (That bolt went to one motor mount, without it, they were eventually break one at a time.) I was able to replace the motor mounts, the entire exhaust, timing chain and water pump, all in a driveway. I drove it to work one day and it threw a rod through the crankcase on the way there. I left it, came back an hour later, started back up, drove it the last bit to work, and we pulled it apart to find where it was broken. After some fussing with it, I drove it home, including 3 miles on the highway at 65mph, again, missing an entire piston and having a hole in the side of the engine.
Meanwhile, Ford built a dual clutch system that acted like a wet clutch, but was actually a dry clutch, just to cut costs, and then kept dropping these transmissions back into cars over and over despite knowing they were an issue and doing nothing to fix it. Now they (And GM) are trying to argue that since they designed their engines to use proprietary software, that means end users and third parties shouldn't be allowed to work on them at all.

Yea, back in the day the same platform served several models so a lot of parts are interchangeable across a lot of different cars. GM A body and G body, Crystler A body and B body had millions and millions of cars made with parts that fit across their perspective platforms for years and years.

I think you're mixing up three different things: profitability, consolidation and government support.
China absolutely has too many EV manufacturers, and I fully expect consolidation. Some companies will fail, some will merge and some brands will disappear. But that doesn't mean the Chinese automotive industry disappears with them. The important question isn't whether every Chinese EV startup survives. It's what happens to the companies that do survive.
That's also why “Xi is taking away the subsidies, so bankruptcies are coming” is too simplistic. China has been reducing and restructuring EV support rather than simply switching it off. The industry is being pushed toward a more mature phase where weaker manufacturers are increasingly exposed to competition.
And look at the companies we're actually talking about. BYD, Geely and SAIC aren't interchangeable with tiny EV startups.
SAIC is an especially interesting example because it already has a deep industrial relationship with GM. This matters a lot in Latin America.
For decades, Chevrolet's Brazilian and Latin American identity was heavily influenced by Opel engineering. We had generations of cars with European GM roots: Opala/Rekord, Chevette/Kadett, Corsa, Astra, Vectra, Omega, Meriva, Zafira and others.
That era gradually disappeared as GM reorganized its global operations during the 2010s. But what replaced it is fascinating: Chinese engineering and GM's Chinese joint ventures became increasingly relevant to GM's global and emerging-market product development.
The current-generation Chevrolet Onix, for example, was the first model based on GM's GEM architecture, developed through GM's global engineering structure with substantial participation from its Chinese operations and SAIC-GM/PATAC.
And now GM is looking even further toward its Chinese partnerships for South America, including cooperation with SAIC-GM-Wuling on future products.
Think about what that means for the original argument.
Americans tend to imagine this as a simple competition between “Detroit” and “Chinese automakers.” But the global automotive industry doesn't work that neatly anymore.
Chinese engineering can end up inside a Chevrolet. A Western manufacturer can use a Chinese-developed platform or product outside China. A Chinese company can supply technology to the same Western manufacturers that are politically protected from direct Chinese competition in the US.
So yes, many Chinese EV brands probably won't survive the consolidation. That's almost beside the point.
If ten weak manufacturers disappear but BYD, Geely, SAIC and several other survivors emerge larger, technologically stronger and more internationally experienced, Detroit still has to compete against the resulting industry everywhere outside the protected US market.
Latin America is already showing how complicated this becomes. Chevrolet spent decades adapting European Opel engineering to this region. Now Chinese partnerships can play part of the role that European engineering once played in its product strategy.
That's the irony: Americans may eventually encounter Chinese automotive engineering without ever buying a Chinese-branded car.
Which brings me back to the question in my original post. Excluding Chinese-branded vehicles from the US doesn't stop Chinese manufacturers from developing technology, gaining scale or competing with American manufacturers elsewhere.
The investment question isn't whether every Chinese EV startup survives.
It's whether the Chinese companies that survive this brutal consolidation become stronger global competitors — and whether insulating Detroit from that same competitive pressure at home leaves it better or worse prepared to face them abroad.

Better bet than Tesla, worse than Ferrari or GM.

GM be offering a 4.9% APR for the new Sierra. How kind of you $GM to ram me without any lube.

I was, yes, but they still aren't exact numbers.
In the US, it's something like 8.5x more than the next best-selling manufacturer (GM).
Globally, it's \~6.1x the next manufacturer (VW group).
My point stands: Tesla, despite horrible political headwind and a divisive CEO, sells multiples over the next best EV manufacturers.

I knew it wasnt going to end well when he kept ranting about wanting manager and GM on day 3 while also asserting he doesnt care and refused to do anything he wasnt explicitly told to do 😂 Didnt think it would happen so soon however. Shame i found it amusing.

Detroit can't become competitive as long as China keeps the Yuan artificially low, and maybe not even then if wages in China remain substantially lower than in the US. The restriction is about preventing further loss of US jobs and bankruptcy of GM/Ford/Chrysler.
The massive outsourcing wave of the 2000s and 2010s created immense social instability, hatred and distrust of both US political parties, and the (correct) belief they've both been captured by Wall St and "globalists" who don't care about the US only their own profit margins. It's why America voted in Trump and MAGA took over the GOP, and Socialists are on the verge of taking over the Dems.

GM, Ford and Stellantis sold over 6.3 million vehicles in the US last year.
That's roughly 38% of every new vehicle sold in America.
People love shitting on American manufacturers online, but the actual consumer behavior tells a very different story. Americans are still buying millions of GM, Ford, Jeep, Ram, Dodge and Chrysler vehicles every year.
For comparison, the entire US BEV market was only about 1.3 million vehicles last year.
So I'm not sure I buy the argument that exposing Detroit to heavily subsidized Chinese manufacturers and potentially sacrificing domestic volume is somehow automatically going to make them stronger.
There's a massive domestic industry here worth protecting.
The problem isn't protection. The problem is what Detroit does with it.
If tariffs give them time to reduce costs, improve batteries/software and strengthen the domestic supply chain, great.
If they spend ten years selling $70k trucks behind a tariff wall while BYD gets better everywhere else, then yeah, we've got a problem.

Oh the giant AI response. Not my favorite..
On the Ford point, in 2024 the Ford CEO Jim Farley imported a Xiaomi SU7 and drove it for 6 months. At the end he said he didn’t want to give it up.
The Xiaomi SU7 starts at around $32,000 USD and if it were available in the USA Tesla, Ford, Chevy, GM and the rest would have a tough time competing at that price.
The closest comparison to a standard Xiaomi SU7 is the Tesla model 3. Which starts around $37,000 and has a smaller battery, less power and much worse interior.
If I had the option I would probably buy something like the BYD Seal 08. Around $30k usd.

Its not a “forced sale”. It’s a share of the profits for shareholders.
The value drop is artificially applied by exchanges to eliminate the ability to buy stocks just before close on ex-dividend date and sell the next morning for the same amount.
It’s better than a buy back for long term buy and hold index investors. Do you pay cap gains on it? Yes. But the dividends are repurchasing the index and not the individual company.
The example of the advantage is GM. GM did $9B in buybacks between 1995 and 2000. These buybacks had $0 value to Bogleheads because GM declared bankruptcy in 2009.

I think Cybercab will be begging Uber. Mercedes, Volkswagen, and Hyundai are all launch theirs this year with Uber. GM, Rivian, and Toyota will be in 2027/2028. Ford, Nissan, and Honda aren’t lying down. That’s not even mentioning BYD, WeRide, and MayMobility and others.
Retail thinks Tesla and Waymo are the only game in town. At $70k-$200k per vehicle, Waymo won’t be able to manufacture efficiently enough to scale. They’ll probably end up being an AV component manufacturer for people like Toyota who can. Tesla as a stand-alone provider will likely be hurt the most by AV’s. Once AV’s eat 30-50% of their car sales and all the other major OEM’s are on Uber.
Ironically, I think Uber sinks Tesla. Not the other way around.

1000%. Most companies have guidelines about not posting things on social media online about the company, especially regarding things about about internal operations, or that you're ALONE IN THE STORE BY YOURSELF AT NIGHT! Quite honestly, the dude's least of his worries is getting fired if he gets doxxed, he should be more concerned about ending up with a gun in his face and getting robbed.
And that's not to mention anything about putting his manager out on blast in his first week. I don't know why this dude thinks he should be a GM, he can't even be a no. 2 for an hour without fucking up royally. And that was just in like the first minute of the video. If that were my store and I figured out this fucking mouth breather was angling for my job while breaking all kinds of policy, he's either getting shit canned or his hours cut to the point he doesn't bother showing up anymore.

Copy pasted from another post. My LAC analysis. 
It's green energy but still energy. Pre-revenue yes but you have to look at the bigger picture. Firstly the commodity, lithium, is critical to national security and the project is backed by $3B in funding from DOE, GM, and private equity. Trump likes the project so much he even had his government take an ownership stake in it. I think Trump has messed up badly with the Iran war and will cause some sort of energy crisis when the reserves can no loger suppress the price of oil. This will hand Democrats the next election and they'll preach about diversifying and innovation of energy, just like last time. Regardless of if that actually happens or not, LAC will still go through a re-rate next year as construction ends in 2027 and commercial production begins 2028. All miners go through it, it is verifiable data and the gains are usually between 100-250% as a reward for the project being majorly derisked and start of revenues. Insert the Democrats in office and most likely this is 300-500% by 2030. The play here is simply to wait for the big money to come to you instead of chasing it. It's the same playbook from TNZ that changed my life. You just have to think ahead a little and be patient, that's it.