Gene and Doug discuss the market selloff and Fed roulette; respond to GM’s announcement of the 2024 Chevy Silverado EV, as a contender to Ford’s F-150 Lightning and Tesla’s Cybertruck; review a deal made by Amazon and Stellantis for EV vans; and, share a glimpse of Sony’s CES news: the Vision-S 02 electric SUV and the anticipated PlayStation VR 2 headset.

Takeaways:

• Gene and Doug make a bet. In 2025, which car will rule the highway: the Ford F-150 Lightning, or Tesla Cybertruck?
• Doug anticipates that Sony’s EV Vision-S 02 will be more of a Trojan Horse, less of a true contender in the race to catch Tesla.
• Stellantis meets Amazon’s demand for electric vans; atop the 100,000 EVs to be provided by Rivian within the coming years.
• Great content and great experiences will lead the immersive potential of VR. Sony’s PSVR 2 carries true potential in this sense if they can break from the PlayStation console and enter into the metaverse.

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