Recent content by Doggydogworld

It won't be built. Instead they will bring "new models" to market sooner, built on 3/Y production lines. They said almost nothing about these new models, except they'll combine some new stuff with some old stuff which is too obvious to be meaningful. Some new models will be more affordable, some...

I can't imagine Alphabet is the least bit pleased with Waymo's progress. But they're stuckvestors. And it's best to preempt analyst questions vs. dance around "how many more billion are you willing to lose?" or "how will you counter Tesla's imminent Robotaxi rollout?" :) Thinking further on...

The first "off-road" variant would only expand breadth a little, but could get to market quickly. It could have a different name, despite the similar sheet metal underneath. The SUV-shaped variant would expand breadth a lot. Similar to a jump from RAV4 over Highlander all the way to Grand...

I agree. It'll be built in Shanghai, which serves Europe and Asia. Shanghai serves the whole world, for that matter, except the US which doesn't buy small cars anyway..Shanghai has the lowest costs and doesn't need unboxed, so it's the obvious choice for a lower cost vehicle. Shanghai can also...

Europe had sky-high gas taxes for decades, yet EVs were only 3-4% of the market until EU 95g mandated an overnight ramp to 20% in 2020-21.

This is along the same lines as my thinking yesterday. Today is a new day, so time for a new theory :) IMHO Tesla will build multiple new models starting in early 2025: Early 2025 - "off-road" variant of Model Y. Little/no sheet metal changes, mostly lift kit and plastic cladding. Costs more...

Yes, China wants to beat Japan, Korea and the West as the third world's preferred auto supplier. But the main motivation behind China's EV push is to eliminate oil imports. They don't need 100% EV sales for that, but do need >50%. It's not about climate, just economics and geopolitics. Often...

Ford Q1 US BEV sales were +86% y/y, to 20k+. But that's sales to end customers. These revenue charts are based on wholesale to dealers. They barely shipped any Lightnings to dealers in Q1 2024. Partly due to production issues, but mostly dealers needed to clear out old inventory before stocking...

1. Interest rates aren't high, they were just low for a freakishly long period 2. Monthly payment on 30k loan for 5 years - 6% interest = 579.98 3% interest = 539.06 It's not nothing, but most people got raises. ICE sales are doing fine. Tesla's main issue was a limited, aging lineup. Which...

Shortened/lengthened wheelbases and different bodies are pretty common. Mercedes Factory 56 line builds S Class and Maybach in varying wheelbases. Honda and Toyota are especially known for multiple models on the same line. Here's a 5 year old article about a new type of line Toyota was playing...

I have to think all lenders require gap insurance.

50% is wildly optimistic for 2025 IMHO. Great point. I expect to first see something like an "off-road" Model Y with the same sheet metal but different name. More rugged fascia, lifted, all-terrain tires, maybe plastic cladding a la Cybertruck wheel wells and options available for roof racks...

"This would help us fully utilize our current expected maximum capacity of close to three million vehicles" The stated capacity today is greater than 2,350,000. How much greater? We don't know, but they lowball Shanghai by at least 100k and the existing ">125k" Cybertruck line is designed for...

I've seen more examples of Waymo bad driving recently than ever before. Part of this is because they're driving more miles, but I also think they dialed up the aggressiveness. Maybe too much.

Brad is on Reddit, you could ask him. It could be in AZ, as you say, or I think it also could have been in San Francisco under Waymo's deployment permit instead of their testing permit.