01-20-2023, 12:07 PM | #507 | |
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01-20-2023, 07:36 PM | #508 | |
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I think 2025 is optimistic, that it may be several more years after that before they truly find their groove and profit from this great transition. It would be foolish to go into it too quickly, and some have chosen to be fools, which is their right. I hope tesla survives, but they will have to be nimble and innovative to do so long term. |
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01-20-2023, 09:21 PM | #509 | |
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https://www-businessinsider-com.cdn....ew=1&cap=swipe
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01-20-2023, 11:03 PM | #510 | |
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Scaling EV production isn't at all difficult for any of the OEMs; the challenge they've had is supply chain, which also drastically affected scaled ICE production: My 2021-produced X5 doesn't have the cargo area rear seat pulls or wireless charging, is BMW bad at ICE production scaling? No. The hard part for legacy OEMs is making a product your dealers want to sell, to a customer who wants to buy BEVs, DURING supply chain horrors. Said differently, the OEMs were standing up BEV supply chains during the greatest supply chain crisis in modern times whereas Tesla had already done it because they only sell BEVs. That said, Tesla did remind OEMs that telling your 1st tier suppliers to figure out volumes themselves then tell the 2nd & 3rd tiers isn't a great recipe for business continuity.
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01-21-2023, 08:26 AM | #511 | |
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01-21-2023, 04:18 PM | #512 | |
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Tesla came around in 2016/17 and started locking up their supply chain with discrete orders and forecasting and all OEMs laughed and laughed at how stupid they were ... and then BOOM, suddenly OEMs have their asses hanging out, scrambling for inventory from suppliers. |
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01-21-2023, 11:00 PM | #513 | |
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01-21-2023, 11:26 PM | #514 | |
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Ford, for example, has increased 2023 Lightning production by 275% over their original 2023 (and increase prices by 40% ) So how did Ford accomplish this, super duper hard scaling feat??? They added a 3rd shift to their Dearborn plant. You gotta stop reading the Muskateer propaganda; it's destroying your critical thinking ability. |
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01-22-2023, 12:06 AM | #515 | ||
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I have a Silverado EV reservation, not Cybertruck. I just don't trust GM's already delayed production goals and have little faith in them actually selling a $40k WT trim. Last edited by M3WC; 01-22-2023 at 01:25 AM.. |
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01-22-2023, 01:47 AM | #516 | |
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December 6, 2022 <- that's, like, a month ago! Ford CEO Jim Farley, announced today that 1,920 of Ford's 2,968 US dealerships (~65%) agreed to become Model e certified dealers and accepted the strict terms that Ford laid out in order to continue selling fully electric vehicles. That still leaves about one-third of its dealer network without the ability to sell a single fully electric Ford vehicle from January 1st, 2024 to at least January 1st, 2027Even the signed-on dealers aren't going to be trained, ready, and willing for at least 6 months and it'll probably be much longer before they're effective especially given the "no haggle" pricing. None of the OEMs are in any rush to push out BEVs because their dealers don't want to - and aren't prepared - to sell them! GM isn't much different. Let's say your Silverado shows up tomorrow; will your salesperson be able to tell you about it? Will they even know how to turn it on? It's the sales model that the OEMs can't scale yet. (congrats on the Silverado BTW, it sounds pretty awesome! So does the new [mythical?] Ram)
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01-22-2023, 06:58 AM | #517 |
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My Dad worked for a small Ford dealer in the 60s through the 80s, and even then it was hard for a small dealer to accommodate new models and luxury vehicles. If the Ford dealer wanted to sell a specific model or a range of models (e.g., Lincoln) Ford required the dealer to buy a complete set of special tools for that set of vehicles each year, and to send mechanics to the necessary training.
Most of the special tools and test equipment and were only used for troubleshooting unique features of Lincoln luxury cars, so they were not general purpose tool sets. It was way too expensive if you only expected to sell a small number of vehicles each year. The tool purchase and training requirement never went away if you wanted to keep being able to order Lincoln vehicles. |
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01-22-2023, 07:35 AM | #518 | |
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01-22-2023, 11:15 AM | #519 |
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Not speaking for Bc2005 here, but mandates that are not economically viable aren't good for a business economically speaking. It's a burdon that not all can carry.
A lot of Cadillac dealers recently disappeared for these same reasons, and there was a class action with Hyundai/Genesis and dealers over similar mandate issues, mandates that would have bankrupted many of them. The dealers won. At least Cadillac offered dealers buyouts to sell their right to carry the brand. |
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01-22-2023, 03:41 PM | #520 | |
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For example, between 2011 & 2021 the top 10 dealer groups went from owning ~13% of the market to 24%, or an 85% 10 year growth rate. Further, these are publicly traded companies: * AutoNation * Lithia Motors * Group 1 Automotive * Sonic Automotive * Penske * Asbury Automotive Group And Lithia specifically specializes in buying rural dealerships. Publicly traded companies growing marketshare 85% over the last decade via massive acquisition isn't wokism, it's capitalism. Sadly, any Ma & Pa shop is dumb for not selling out right now. |
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01-22-2023, 07:47 PM | #521 | |
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Not all shops will service a Veyron, and that’s ok. It seems to me if you want to sell a BMW you should be able to service it. Imagine you bought your car and took it to the dealer and they tell you they can’t service it because they agreed with some form of “there was a mandate that didn’t make business sense to us”? Can’t service the cars can’t sell them. Sell them, service them. Doesn’t seem too out of whack to me. |
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01-22-2023, 10:07 PM | #522 | |
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The choice to exist is being forced, and for what? |
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01-22-2023, 10:45 PM | #523 | |
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And I think you meant to say Rolls Royce, as Bentley is a VW. |
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01-22-2023, 11:16 PM | #524 | |
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Cable companies do something similar to this this with package stuffing. Want channel X, guess what? You have to buy this whole package of shit you don't want, and you have to pay more for it because it's so many channels. It's not good for the consumer. Mandating seatbelts and air bags adds 1-2% more cost to cars to save lives in car crashes.. Mandating EV's adds 30-40% more cost to a car to reduce our national CO2 by what, 5%? Transportation is only 15% of total national C02, and shifting that load to the grid will still cause a lot of C02 to be generated. We reduced more CO2 by covid lockdowns, why not just switch to work from home until we can get this EV stuff to work better? Just use a mandate, those are fun. There are better ways to get C02 reduction if that is the actual goal when you are good with mandating your way there. Last edited by chad86tsi; 01-22-2023 at 11:29 PM.. |
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01-22-2023, 11:38 PM | #525 | |
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01-23-2023, 04:42 AM | #526 |
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Well having done a few buildings I can give you about 5 great reasons of the top of my head, but it's off topic and you seem pretty emotionally committed to your narrative & villains so, yeah, blah blah jingo terms Jerry veddy veddy bad man.
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01-23-2023, 08:06 AM | #528 | |
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