Weekend Round-Up: Ford’s EV Forecast, Tesla’s Robotaxi Threat, Quantumscape’s Solid-State Vision And More… Weekend Round-Up: Ford’s EV Forecast, Tesla’s Robotaxi Threat, Quantumscape’s Solid-State Vis

Group 1: EV Market Insights - Ford's CEO Jim Farley predicts a slowdown in EV adoption in the U.S., estimating that EVs will only account for about 5% of the market in the near term due to policy changes and incentive rollbacks [2] - Despite the current slowdown, Farley believes that demand for affordable EVs will grow in the future [2] Group 2: Competitive Landscape - Tesla's robotaxis are viewed as a significant competitive threat to Uber, with investor Dan Ives highlighting Tesla's advancements in AI, autonomous technology, and robotics as a potential game-changer for the company [3] - General Motors reported strong Q3 results, with adjusted earnings per share of $2.80, surpassing the analyst consensus estimate of $2.31, leading to a sharp rise in its shares [5] - Tesla achieved a 12% year-over-year increase in Q3 revenue, exceeding Street consensus estimates, although profits fell despite record EV deliveries [6] Group 3: Technological Developments - QuantumScape's partnership with Volkswagen is expected to advance the development of solid-state batteries, which could enhance safety and charging speeds compared to traditional batteries [3]