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WSJ Auto Columnist Addresses Reader Concerns on Market Turmoil

Wall Street Journal US Business •
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Wall Street Journal auto columnist Dan Neil returned to reader questions after an eight-month hiatus, acknowledging a brutal stretch for U.S. car buyers. Higher fuel costs, soaring insurance rates, and a record number of manufacturer recalls affecting millions of gas-powered engines have battered the market since his last mailbag.

Neil corrected a notable error: he had hypothesized what would have happened if Rivian's or Tesla's first model had been a pickup, overlooking that the R1T was Rivian's launch vehicle. The oversight underscores how quickly the EV startup has established itself in the midsize pickup segment traditionally dominated by Detroit.

A reader's existential question — whether today's auto culture has lost its appeal — prompted Neil to reject nostalgia. His mandate remains evaluating new technology, not mourning the past. That stance matters for investors tracking the industry's pivot: legacy automakers are spending billions to electrify lineups while startups like Rivian burn cash to scale production.

The column reflects a market in transition. Recalls and cost inflation pressure legacy OEM margins, while EV pure-plays fight for profitability. Neil's focus on the "New" signals where capital flows — toward software-defined vehicles, not internal combustion refinement.