Episode #1337: GM looks to capitalize on Ford’s pickup shortage, Tesla hits a major FSD milestone (without the autonomy leap), and Home Depot takes on the messy world of big-and-bulky delivery.

Show Notes with links:

GM is looking to stock up where it counts—full-size pickups—after missing early-year demand. With Ford still recovering from supply issues, GM sees a prime opportunity to gain ground in the most profitable segment on the lot.
- GM ended Q1 with 9% fewer pickups on dealer lots, citing factory downtime and strong prior sales.
- The plan: boost inventory over the next few quarters while staying cautious on overall demand.
- Ford’s F-150 supply is down over 40% after a supplier fire, creating a short-term opening.
- Ram could also benefit, with stronger inventory and fewer production constraints.
- “GM should pick up a lot of share in Q2,” said Morningstar analyst David Whiston.

Tesla just crossed 10 billion miles on its Full Self-Driving system—a milestone Elon Musk once tied to achieving unsupervised autonomy. But despite the headline, drivers still need to keep their hands on the wheel… and eyes on everything.
- Musk previously suggested that milestone could unlock “safe unsupervised” driving.
- The reality check is that FSD remains a Level 2 system requiring constant driver attention.
- Liability still sits with the driver—not Tesla—unlike fully autonomous competitors like Waymo.
- The gap between milestone and reality highlights ongoing questions around autonomy timelines.

Home Depot is tackling one of retail’s toughest challenges: delivering big, bulky items faster—and with visibility. While small packages have gotten slick, lumber and concrete are a different beast entirely.
- Home Depot is rolling out real-time tracking for large deliveries, targeting a long-standing “blind spot.”
- Over 55% of SKUs now qualify for same- or next-day delivery, tripling since 2022.
- The company is investing in specialized distribution centers for bulky goods like lumber and concrete.
- Most big-item deliveries (about 90%) are still handled by third-party logistics providers.
- “The final-mile bulky goods delivery network is… the most complex,” said NHDA’s William Lecos.

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