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Ford, GM and Mercedes and the Two-Headed Dragon
The American automotive industry’s existential crisis — and the numbers investors need to understand.
March 8, 2026EverVests Insight
The legacy automotive industry is facing an existential crisis unlike anything since the oil shocks of the 1970s. But this time, the threat isn’t coming from two directions simultaneously.
The relentless march of low-cost Chinese vehicles and the transformative promise of Tesla’s Full Self-Driving technology. Together, these forces form what I call the Two-Headed Dragon, and legacy automakers — GM, Ford, Mercedes, BMW — are finding themselves increasingly encircled.
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