Saving Billions, Losing the Future: Stellantis Bets Against the Clock

What if being “late” saved you billions—but cost you the future? We examine Stellantis’ decision to cancel the pure-electric Ram 1500 and explore the larger question behind it: whether pausing EV investments during a downturn preserves cash or erodes the expertise needed to succeed later. From GM’s Ultium investment to Nissan’s early lead with the Leaf—and how it slipped—we connect the dots on how timing, tooling, and relentless R&D influence who leads and who follows.