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Beyond $50B in Writedowns: The Hidden Cost of Losing the EV Race


Detroit automakers have written down ~$50 billion in EV investments over the last two years, scaling back factories and slashing projects. Meanwhile, China has built a clear lead in electric vehicles, batteries, and adjacent technologies. Maniv’s own Mike Granoff joins the podcast to dissect Michael Dunne's explosive article in The Free Press. They break down the cascade of missed opportunities—from "polar bear" marketing and the GM bailout to the toxic politicization of cars. More importantly, they discuss why losing the EV race threatens the future of domestic manufacturing, the buildout of AI data centers, and ultimately, national security.
Listen to the Episode