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LOL. I thought maybe they were using them but I haven't read about it.

I haven't read in a while about Russia using phosphorus bombs . Did they run out?

Lots of things can change between now and next year. Valerii Zaluzhnyi might become President of Ukraine. He is currently polling ahead of Zelenskyy. Trump was right to harass our allies into more Defense Spending, many times to a percentage of their economy that they agreed to. Trump was...

https://www.reuters.com/world/donald-trump-says-ukraines-survival-is-important-us-2024-04-18/ Trump has shifted in the last 6 months. He was crazy against. Now, he has given tepid approval. A majority of Republicans favored military aid. Perhaps a razor thin majority would agree to financial...

The Cadillac Vistiq will be roughly the size and price of the R1S. But definitely an on road vehicle not offroad. Reaches dealers second half of 2025. Once Vistiq is demand constrained it is not difficult seeing GM making a Traverse EV. And Escalade IQ starts at $130k. $180k is the top trim...

So company cars, homologation crash testing cars, press cars, loaner cars are not deducted to get us to inventory for sale. The number should be pretty close though.

Where are you getting such granular and recent data?

Q1 2024 Lucid delivered 1967 vehicles. That is up 40% YoY. https://finance.yahoo.com/news/lucid-announces-q1-production-deliveries-130000459.html Q1 2023 Lucid delivered 1406 vehicles...

Top 25 Best Selling Vehicles in Q1 '24 USA. Chevrolet Trax: 37,588 units sold Honda HR-V: 38,062 units sold Jeep Wrangler: 38,308 units sold Subaru Crosstrek: 38,405 units sold Ford Maverick: 39,061 units sold Ford Transit: 39,890 units sold Nissan Sentra: 40,081 units sold Honda Accord...

Even if true, as Tesla engineers explained to Top Gear Netherlands the CT front won't pass European pedestrian safety standards because of the inflexibility of the SS.

I was thinking maybe GM could do a Silverado EV Weissach Package. Replace the steel hood and glass roof with aluminum or carbon fiber. Replace the 24" wheels with lightweight 18" wheels. Remove the bed liners. Remove rear bench seat. Replace front Lazy Boy front seats with racing...

The F-150 is made of aluminum. CT is made from bullet proof stainless steel. Bullet proof stainless steel is a bit harder on flesh and bones.

The Cybertruck front fascia/hood doesn't meet European pedestrian safety standards. Tesla is not modifying the Cybertruck to pass European standards. Therefore the market in Europe is Zero. Elon said at some point they will make a smaller pickup compatible with markets outside North America.

GM calls it their 24 module "200+ kWh pack." GM has given Silverado EV RST an official 440 mile range. Kyle Connor from EV review channel Out of Spec says he pulled 215 kWh out of the pack. Probably 230 kWh gross. Ram Rev big pack might be a little bigger. They are saying 229 kWh and 500...

Silverado EV RST . JerryRigEverything got 460 miles from 100 to 0. Not hypermiling. Mostly freeway and some dirt roads. Peak charge rate of 294 kW.

Average new car payment is $738. Give someone a 27% discount and they will switch. 27% is not nothing. 27.5% tariffs are not the limit. The Chinese know this. They have a 40% tariff on the Model S and Model X.

https://investor.gm.com/news-releases/news-release-details/us-q1-sales-retail-deliveries-fast-start-2024 GM has 69.26 days inventory. Looks fine. GM is replacing unprofitable Bolt sales with profitable Ultium sales. https://insideevs.com/news/714708/gm-us-ev-sales-2024q1/

Toyota did particularly well during the Covid chip shortages. They saw the chip shortage coming and stocked up. Their production was not affected for quite a while. Toyota briefly surpassed GM to be the #1 automaker in the USA.

GM does look fine to me. A bit more stock than ideal isn't the end of the world. Like Tesla, GM releases quarterly. So those are the latest numbers. ***Estimating sales on top of estimating inventory doesn't yield very accurate numbers.

They have higher inventory estimates than Cox. No one said "rosy. " GM looks fine. GM pickup sales grew 5% in Q4 2023...

Porsche is recalling 749 Taycans. Less than 1% of total delivered. Because of 1 fire after DC fast charging. I take it similar numbers for Audi Etron GTs. https://www.teslarati.com/porsche-taycan-recall-high-voltage-battery-short-circuit-risk/

Fisker is a design and marketing company. Lucid is an engineering and manufacturing company. PiF affiliate just invested another $1B. They are long term investors and will see this through at least Midsize rampup.

Fisker's NYSE delisting releases these investors from their $150M commitment. It could still happen. Probably with higher interest or terms more favorable to investors.

The last reports says days inventory is down from 80 days in February to 76 days in March. 60 days is considered ideal. https://www.coxautoinc.com/market-insights/new-vehicle-inventory-february-2024/

About 20 weeks. If all else remains the same. It was not uncommon for Tesla to have several capital raises per year before Model X launch. Even afterward.

https://electrek.co/2024/03/25/lucid-lcid-1-billion-investment-gravity-suv-launch/

On the Tesla Plaid Channel the Sapphire ran an 8.992 1/4 mile.

Gali has gone from doe eyed optimist to cynical old man, in like 5 years.

https://www.teslarati.com/tesla-cybertruck-resale-values-are-falling-wholesaler-says/ The latest flipped Cybertruck truck sold for $171k on March 20. The first flipped Cybertruck sold for $244.5k.

https://www.reuters.com/business/autos-transportation/ev-startup-fisker-sell-up-1667-mln-senior-secured-convertible-notes-2024-03-18/ According to Reuters Fisker has reached an agreement to place senior secured convertible notes with net proceeds of $150M from existing investors. It currently...

-$7500+$2600= -$4900 Is $4,900 not a big discount? Is Alexander Hyundai the only Hyundai dealer you can buy from in Los Angeles?

In Los Angeles Ioniq 5s are being discounted.

Jaguar isn't going bankrupt. At least not anytime soon. It is part of JLR. Which is part of Tata Motors. Many Range Rovers are sold out for the year and no new orders are being taken. Because JLR doesn't want to lock in current prices. Jaguar is ending I-Pace and all ICEv production this...

0-60 isn't the only valid performance metric but here are the quickest BEVs tested by Car & Driver https://www.caranddriver.com/features/g40971175/fastest-electric-cars/

It is a "reveal." Like Tesla, they have been bashed for not fulfilling "promises." Prices for battery materials can skyrocket in 2 years. So now they don't want to reveal set trims and specific prices. Remember the 500 mile tri-motor Cybertruck for $70k.

https://www.greencarreports.com/news/1142514_rivian-r2-bows-45-000-over-300-miles-the-future-of-the-suv Same footprint as Model Y but 3" taller. Single, Dual and Triple motor configurations. All models over 300 miles of range. Base price $45k. Both rows of seats fold flat.

One more thing, the R3

Rivian was Number 1 in percentage of customers who would buy again in same Consumer Reports Survey. This ranking is what Elon Musk called "the Acid Test." https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/most-and-least-liked-car-brands-a1291429338/

It was 4 years between Cybertruck reveal and launch. I imagine Rivian wants to build an order book and hype through social media while it builds the primary factory for R2S. Instead of spending billions on advertising to build awareness and an order book. Doing it through social media is a...

https://www.caranddriver.com/news/a60047406/2024-dodge-charger-daytona-ev-revealed/ Yes, you can turnoff the fake noise. No details on base mode nor top of the line model. Just the two in between models.

This isn't a reveal. That is Thursday. This is a leak. It gives us three key pieces of information. Better than 0 pieces of information.

Bezos likes to lose. So he will let Rivian die before R2 is ramped up and give Musk the win. Without giving Rivian a real chance to succeed.