GM
General Motors Company
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Ich schreibe gerne was dazu, passe aber nicht in Finanzen: M, 30 Jahre, 120k + Bonus (ca 15-20k) 12 Jahre gleicher Konzern, 18 angefangen, duales Studium, Auslandserfahrung mit 22-24 (Spanien) . Logistik-Studium und bin mit 27 Supply Chain Manager geworden inkl. Team. Der Knackpunkt ist oft, wie flexibel man sich im Unternehmen zeigt. Ich arbeite seit jeher immer 40h Woche / teils auch weniger. Aber : neuer GM -> ersten 4-6 Wochen immer am Wochenende was gemacht, um Bereitschaft zu zeigen. Kurzfristige Termine bis 19/20: niemals absagen Und wer zu früh anfängt (also 7-8 morgens) macht auch keine Karriere. “Es ist egal wann du ein stempelst, Hauptsache Du bist noch im Office wenn der Rest weg ist” - also jahrelang ca um 10Uhr gekommen damit man um 17:45 noch vor Ort ist und fleissig wirkt. Mittlerweile habe ich eine Specialist-Funktion, weil mich Mitarbeite nur nerven und man den Tag dann nicht so easy geplant bekommt

You were probably thinking of revenues. They kept their revenues growing slightly before it declined last year. The main difference was in late 2022, they had very enviable operating margins (~16%) for an auto company, compared to the likes of GM (~6% operating) and F (~5% operating). This year, their margins are in line with the rest of the auto sector. In fact, TSLA's (4.6%) operating margins are worse than GM's (7.7% operating) and F's (6.8% operating) now.

Nah. Waymo ain’t what people think it is. Every car they put on the road costs them $70k to $200k. That means even if they averaged Uber’s average rate of $1.10/mile, they’d still need to get 70k to 200k miles on each vehicle just to recoup their manufacturing costs. Waymo’s future won’t be primarily in ride-hailing. They’ll be more like Cummins than Uber. Cummins doesn’t make/sell cars. They make engines and sell them to Ram/Nissan. Similarly, I see most of Waymo’s business being in selling AV capability to Ford/Nissan/Honda, who will turn around and sell AV’s either to Uber directly or to fleet managers who operate primarily on Uber. Mercedes, Hyundai, and Volkswagen all launch their AV’s this year. GM, Toyota, and Rivian will within the next 18 months. Waymo’s lead ain’t what it seems. Waymo has 4,000 cars on the road. Volkswagen produces 24,000 cars a day. See what I’m saying?