What Happens When AI Outbids Detroit for DRAM and Data Centers Set the Rules? with Molly Boigon from Automotive News
Episode 273
Molly Boigon, Tech and Innovation Reporter at Automotive News is back on the show today to talk about how AI is hoarding DRAM, leaving automakers paying 450% markups and rethinking what “standard” even means on a software defined vehicle (SDV). Then we swerve into Polestar’s mess in the U.S., where 32 dealers face being downgraded to service points thanks to a Commerce Department ruling that effectively walls off China linked connected vehicles for the 2027 model year. With Europe being Polestar’s growth engine, Canada hanging on as a smaller play, and other automakers with China ties squinting at the same broad rule language, this episode unpacks how geopolitics, national security, and SDV strategy all collide; before ending on an unofficial “Jalen Brunson Statue of Liberty Knicks tee” that proves AI may own the chips, but humans still own the hustle.
Check out Molly’s full article in Automotive News
