Alexandre A🇫🇷🇨🇦 @AlexInTheKnowTO
Automotive. AI. Economy. Innovation. I connect the dots across mobility markets from Toronto. Toronto, Canada Joined May 2009-
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Football fans after Cape Verde’s elimination:
SDV hype is over. The industry is now in execution mode. AI as vehicle infrastructure, not feature. OEMs that built unified platforms early pull ahead. The rest risk becoming commodity hardware. 🔩 #SDV #AutomotiveAI
🏭 Manufacturing jobs falling fastest since the pandemic isn't a headline: it's a lagging indicator. The tariff shock front-loaded the fear; the layoffs are the invoice arriving. What comes next: reshoring rhetoric meets the math of unit economics... #Manufacturing #USIndustry
US manufacturing jobs fall at fastest rate since the pandemic ft.trib.al/Ho70TbE
🎯 Weniger Volumen rettet keine Marge, wenn das Positioning bereits erodiert ist. Porsche hat Exklusivität gegen Wachstum getauscht – die Produktionskürzung ist Schadensbegrenzung, keine Strategie. Vertraut der Premiumkunde noch dem Versprechen? #Porsche #LuxuryAuto
Porsche suffered a major blow to profits last year, so in a bid to recapture them, it's banking on lower production costs and output. autoblog.com/news/porsche-w…
The action item for Canadian decision-makers: stop waiting for the review outcome before adjusting supply chain posture. Production is already down. Canadian assembly margins are already compressed near zero under a partial-tariff scenario. Diversify away from U.S. (3/3)
🇨🇦 Eight consecutive months of declining Canadian auto sales. The CUSMA review clock hits July 1 in 8 days. This is not a cycle. #CUSMA #CanadianAuto (1/3)
The cognitive trap: treating the July 1 review as a procedural checkpoint. The U.S. wants 50% domestic vehicle content. Ottawa wants tariff relief. Those two positions collide. What OEM investment committees in Detroit, Tokyo, and Stuttgart decide, outlast the agreement (2/3)
BYD, Chery, Geely open to joint-venture auto assembly in #Canada - #Automotive News share.google/id3GdKVJFiaIY3…
“He doesn't hide anything” – Isack Hadjar opens up on team-mate relationship with Max Verstappen #F1 #Leadership motorsport.com/f1/news/isack-…
May US sales were fleet-led, not retail-led. Real disposable income is falling. That gap matters more than the headline number. Watch PPI and consumer credit in June for the real signal.
When the platform owns both the discovery moment and the follow-up, the dealer relationship with the customer starts earlier, but so does Cox Auto's grip on that relationship. Useful tool. Worth watching who it serves most.
📡 Cox just collapsed the funnel and the CRM into one data layer. It isn't targeting efficiency only. It's that Autotrader and KBB intent signals now feed directly into dealer outreach before the shopper ever raises their hand. #DealerTech #AutoRetail
The real story is that Tier-1 labour leverage is back, and OEMs who assumed supplier workforce risk was someone else's problem are about to relearn that lesson. 🔩 #UAW #SupplyChain (2/2)
American Axle, Three Rivers: this isn't just a wage dispute. AAM supplies driveline components to GM, Stellantis, and others... a prolonged strike ripples into OEM production schedules within days, not weeks. (1/2)
ON STRIKE! Strike day 2 at American Axle in Three Rivers, MI. UAW Local 2093 members are striking for a fair contract that includes fair wages, affordable healthcare, sick leave, and time with family. #UAWRegion1D
Anthropic’s Claude officially rolls out Opus 4.8
🏗️ Anthropic at $900B means the infrastructure layer just got priced. Every enterprise AI stack built on top of it now pays rent to whoever owns the foundation. That's not a valuation, that's a toll road. #AIStrategy
BREAKING: Anthropic surpassed OpenAI as the world’s most valuable AI start-up, with a valuation of $900 billion, per NYT
The cognitive trap: treating the bridge as logistics infrastructure and CUSMA as a trade policy problem. Canada is assembling physical, institutional, and diplomatic leverage simultaneously before negotiations formally open. That is industrial sovereignty in motion (2/2)
Canada spent $6.4B building the Gordie Howe Bridge to secure its own supply chain corridor. The CUSMA review starts July 1. Those two facts are not a coincidence (1/2) #CanadianAuto #CUSMA
The car is no longer the endpoint but it's one node in a Physical AI stack. #AutomotiveStrategy
🤖 China just redefined what an auto show is. At Beijing 2026, L3 autonomous driving entered mass production, Agentic AI replaced generative AI as the cockpit standard, and a dozen OEMs debuted humanoid robots.
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Android Developer New... @AndroidDev_News
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