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Opinion: GM’s $1B EV investment in Mexico is not what America needs

Credit: General Motors

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General Motors ‘(GM) decision to invest $1 billion for EVs in Mexico instead of the United States is not the “EV leadership” that America needs. President Biden heaped a lot of syrupy sweet praise on the automaker for “electrifying the automotive industry” although we all know it was Tesla and not GM.

The president also hyped up GM for creating only 4,000 American jobs (Tesla created over 100,000 jobs) and investing $7 billion.

GM’s $1 Billion Investment In Mexico

GM announced that it will produce its new Chevy Blazer EV in Mexico. Recently, the automaker unveiled the Chevy Blazer which will be available by Fall 2023. Earlier today, Reuters reported that GM will produce the 2024 Chevrolet Blazer EV at Ramos Arizpe in Mexico.

According to the article, GM will build the 2024 Chevrolet Blazer EV at a plant in Ramos Arizpe and that it will be ready to be sold in Mexico by the end of 2023.

The Detroit News reported that United Auto Workers Vice President, Terry Dittes, who is head of the union’s GM Department said that this was a slap in the face to UAW and the U.S. taxpayers.

“At a time when General Motors is asking for a significant investment by the U.S. government in subsidizing electric vehicles, this is a slap in the face for not only UAW members and their families but also for U.S. taxpayers and the American workforce.”

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“General Motors automobiles made in Mexico are sold in the United States and should be made right here, employing American workers,” he added. “That is why our nation is investing in these companies. Taxpayer money should not go to companies that utilize labor outside the U.S. while benefiting from American government subsidies. This is not the America any of us signed on for. Frankly, it is unseemly.”

GM Made A Mockery Of President Biden

Last year and earlier this year, President Biden made a point to ignore Tesla’s contributions to the EV space in favor of GM.

During the State of the Union address, President Biden praised GM for investing $7 billion into EVs and for creating 4,000 new jobs in Michigan. What he didn’t mention were the over 100,000 jobs that Tesla created for Americans. He also didn’t acknowledge Tesla’s $10 billion investment in EVs either.

In fact, it took a viral petition that my friend, Gail Alfar, and I started to encourage President Biden to acknowledge Tesla’s leadership in the EV space.

President Biden Claimed GM Was The EV Leader

In November 2019, the U.S. President toured GM’s Factory Zero and said that GM: “electrified the entire automotive industry” under CEO Marry Barra’s leadership. He added that Mary Barra electrified the entire automotive industry. This is an outright lie.

“In the auto industry, Detroit is leading the world in electric vehicles. You know how critical it is? Mary, I remember talking to you way back in January about the need for America to lead in electric vehicles. I can remember your dramatic announcement that by 2035, GM would be 100% electric. You changed the whole story, Mary. You did, Mary. You electrified the entire automotive industry. I’m serious. You led, and it matters.”

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EVs, Jobs, and Lies

The idea that GM is the EV leader and is providing the most jobs in America for EVs is laughable. yet this thought was pushed by the Biden administration while trying to suppress Tesla and its actual leadership of the industry.

This hurts Tesla’s American employees. And it makes our president look foolish. Especially now that GM is going to build its newest EV in Mexico. Although $1 billion isn’t as much as the $7 billion investment, it is still investing money for EVs in Mexico and not the U.S.

In her statement to The Detroit News, U.S. Representative Debbie Dingel emphasized that EVs must be built in the U.S. and that not one American dollar should support American jobs being shipped off to Mexico.

“Electric vehicles must be built here in America by the finest workforce in the world — the American workers. Not one American dollar should support our own jobs being shipped off to Mexico — especially when we have the workers and the technology to manufacture electric vehicles ourselves.”

“General Motors needs to reaffirm their commitment to working families now. I am focused on ensuring auto innovation and manufacturing stays in the hands of hard-working American people.”

Tesla Is The Most American-Made Vehicle

GM, in my opinion, is only making EVs because Tesla has proven that not only is it possible to mass produce them but that people want EVs. If this wasn’t the case, GM wouldn’t have crushed all of its EV1 vehicles.

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If GM truly believed in EVs, there wouldn’t have been a need for Tesla to be founded. In addition to that, GM and these other automakers seem to only want to “beat Tesla.”

Tesla’s mission is completely different. Tesla is focused on accelerating the transition to sustainability.

 

I admit, I tweeted the above before coffee and forgot about it until Elon Musk replied to it. The point I was making was this: it’s not fair to Americans that GM is investing even one cent into Mexico especially since the U.S. President has been hyping it up as the job creator for the EV industry.

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We all know Mexico has cheaper labor. And no offense to anyone in Mexico, but if you’re going to market yourself as an American company producing American-made EVs, then your EVs need to be American-made.

Elon Musk is right. Tesla is the most American-made vehicle. You can read more about that award here.

 

Johnna Crider is a Baton Rouge writer covering Tesla, Elon Musk, EVs, and clean energy & supports Tesla's mission. Johnna also interviewed Elon Musk and you can listen here

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SpaceX hid behind another name in the Arizona desert, and now it’s going big

SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.

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SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.

The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.

The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.

SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.

Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.

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Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.

The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.

Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.

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Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer

Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.

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Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.

On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.

Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.


Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.

Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.

The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.

The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.

Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.

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Starlink Mini 2 arrives with one feature for true off-grid connectivity

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Credit: SpaceX

SpaceX officially launched the Starlink Mini 2 on November 10, delivering the first portable Starlink terminal designed around independent power.

Invitation-only preorders for select U.S. customers are priced at $999 plus tax, a figure that includes a full year of Roam Unlimited service valued at roughly $2,100. A refundable $100 deposit reserves the kit, with the balance due at shipment, expected to begin in mid-December. Broader availability is listed as coming soon.

The headline feature is the quick-swap 71 Wh battery. Clipped to the rear of the dish without tools, it delivers up to 4.5 hours of connectivity on a single charge.

The 490-gram pack includes its own USB-C port and LED indicators, so users can charge a spare separately and swap it in seconds while staying online. Starlink notes that the terminal can continue operating while the battery charges or run directly from a 60 W USB-C source. The retail box includes one battery, a 60 W USB-C charger, and a 3-meter cable.

Beyond power, the Mini 2 is thinner at 23.1 mm (versus 38.5 mm on the original Mini) while measuring 263 × 314 mm. With the battery and kickstand attached it weighs 1.6 kg.

Built-in Wi-Fi 6 expands coverage to up to 1,800 square feet, an IP67 rating protects against dust and water, and a standard 1/4-20 tripod thread plus physical power button round out the design. Field of view remains 110 degrees, and the unit retains support for mobile use.

For travelers, campers, and remote workers, the swappable battery removes the longstanding requirement for an external power bank or vehicle outlet that defined the first Mini. Spare packs sold separately further extend runtime, turning the compact terminal into a more self-contained solution.

While the bundled $999 invitation price sits well above the original Mini’s current $149 starting point, the included year of service and genuine untethered operation mark a clear step forward in portable satellite internet.

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