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  1. RobStark

    The demise of the OEMs

    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...
  2. RobStark

    Tesla BEV Competition Developments

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

    Tesla BEV Competition Developments

    In Los Angeles Ioniq 5s are being discounted.
  4. RobStark

    The demise of the OEMs

    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...
  5. RobStark

    Tesla BEV Competition Developments

    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/
  6. RobStark

    All discussion of Rivian Automotive

    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.
  7. RobStark

    All discussion of Rivian Automotive

    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.
  8. RobStark

    All discussion of Rivian Automotive

    One more thing, the R3
  9. RobStark

    Tesla BEV Competition Developments

    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/
  10. RobStark

    Tesla BEV Competition Developments

    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...
  11. RobStark

    Tesla BEV Competition Developments

    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.
  12. RobStark

    All discussion of Rivian Automotive

    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.
  13. RobStark

    All discussion of Rivian Automotive

    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.
  14. RobStark

    All discussion of Rivian Automotive

    https://electrek.co/2024/03/04/rivian-r2-electric-suv-leaks-price-range/ Up to 330 miles of range.
  15. RobStark

    The demise of the OEMs

    https://insideevs.com/news/496654/deal-with-tesla-helped-save-nio/
  16. RobStark

    The demise of the OEMs

    It was Chinese New Year a year ago as well.
  17. RobStark

    All discussion of Rivian Automotive

    They spent billions to not even try. What they did learn was that legacy OEMs would not build Apple a car for cost plus 2% while Apple makes silly software margins.
  18. RobStark

    All discussion of Rivian Automotive

    Apple just pissed away at least $5B plus on Project Titan. Probably closer to $10B. They piss away a $1B plus on special projects every year. Apple makes money on iPhone, iPad, and Apple Watch. Then they have trouble spending that cash horde on anything useful. Apple TV? Apple Glasses?
  19. RobStark

    All discussion of Lucid Motors

    https://www.motortrend.com/reviews/2024-lucid-air-sapphire-vs-2022-tesla-model-s-plaid-comparison-test-review/
  20. RobStark

    The demise of the OEMs

    I don't know if US EV market has dramatic effect on global prices for cobalt, nickel, lithium, and copper.
  21. RobStark

    Tesla BEV Competition Developments

    https://www.motor1.com/news/709472/chevy-silverado-gmc-sierra-phev/
  22. RobStark

    Tesla BEV Competition Developments

    While Tesla didn't manufacture its first 2450 cars Fisker has signed deals with other manufactures to manufacture their first 3 models. Fisker never plans to manufacture their cars. They plan to never own their own factory. The vast majority of the engineering will also be done by others...
  23. RobStark

    Tesla BEV Competition Developments

    https://insideevs.com/news/708358/gm-confirms-chevy-equinox-ev-prices-availability/ Yes, now GM needs to mass produce them, get the software right and have them available for sale at dealerships.
  24. RobStark

    US Market Situation and Outlook (Rob Stark's American Megathread)

    They don't ask Tesla to provide data. JD Power gets owner addresses from State DMVs to send them their survey. California and many/most State DMVs require the OEM to sign-off on giving JD Power access to a list of their owners in various States. All the legacy OEMs sign-off but Tesla blocks...
  25. RobStark

    US Market Situation and Outlook (Rob Stark's American Megathread)

    Reliability measures after 3 months of ownership. Dependability measures after 3 years of ownership. Tesla blocks JD Power from getting Tesla owner addresses through various DMVs across the country so JD doesn't have a statistically valid sample size of Tesla owners.
  26. RobStark

    All discussion of Lucid Motors

    Sapphire came back to the drag strip. Got 9.072. Still not 8.9. Reaction time of Lucid driver is about a tenth slower than Plaid driver. Sapphire bone stock. Plaid minus rear seats and trim for 172 lbs weight reduction. Sapphire beat Plaid in 1/4 mile by about a car length. Tesla Plaid Channel...
  27. RobStark

    All discussion of Rivian Automotive

    An addendum to my thoughts above. On their first try no startup is going to make a Model Y with a much better value proposition. That is literally impossible. If Rivian made a Model Y clone that is a slightly better value proposition that is not good enough for people to switch from the...
  28. RobStark

    All discussion of Rivian Automotive

    1) Expensive doodads like bluetooth speaker don't add any significant cost. Selling an electric RAV4 for $60k is a poor value proposition vs an electric Land Rover for $80k. Trying to sell commodity vehicles for cheap will lead straight to bankruptcy for a startup. 2) People are willing to pay...
  29. RobStark

    All discussion of Rivian Automotive

    They are not contradictory. Same thing happened with Tesla years ago. Owners said there were quality problems but they loved the car overall so much they would buy it again.
  30. RobStark

    All discussion of Rivian Automotive

    How would your strategy differ if you were Rivian CEO?
  31. RobStark

    All discussion of Rivian Automotive

    Rivian is attempting to go from first deliveries to 1M units per year delivered much faster. Roughly the size of the smallest fully independent legacy OEMs. Consumer Reports just released new version of what Elon calls the "Acid Test." 5 years ago Tesla was #1.
  32. RobStark

    The demise of the OEMs

    Toyota PHEVs don't have "transmissions" instead they use electric motors as a "transmission." Ramcharger also won't have a transmission. It will have a 92 kWh battery pack than can be fed by a 3.6L V6 creating electricity. Gasoline will never turn the wheels directly. For a pickup owner that...
  33. RobStark

    The demise of the OEMs

    It doesn't have to be a big seller to be a big success. How much profit does it generate, how many emissions credits does it generate, and how many lux trucks conquest sales does it produce? Remember that pickups and full size body on frame SUVs produce almost all the profit for the Detroit...
  34. RobStark

    The demise of the OEMs

    GM dealers are envious of Toyota and Lexus dealers backlog of PHEV orders. But a large part of those backorders are based on Toyota's reliability reputation. And the fact Toyota PHEVs are also very efficient in hybrid mode. On the highway Toyota PHEVs are almost as gasoline efficient as HEVs...
  35. RobStark

    US Market Situation and Outlook (Rob Stark's American Megathread)

    California 2023 Registrations Japanese Brands Market Share 39.5% American Brands Market Share 36.3% European Brands Market Share 14.8% Korean Brands Market Share 9.4% Toyota........278,345 ...........,..........................15.7...
  36. RobStark

    All discussion of Rivian Automotive

    Not EV market. US automotive marketshare. Tesla equally dominated the $65k plus market before it became profitable. Tesla never had a profitable year selling only S and X. Tesla's first profitable year was 2020 after it introduced both Model 3 and Model Y. Yes, it previously had profitable...
  37. RobStark

    All discussion of Rivian Automotive

    Typically, more than half is export sales. ~100 Cybertrucks? Plus ~100 Semis?
  38. RobStark

    Tesla BEV Competition Developments

    Reviewers like the dynamics much better. I haven't seen anyone else describe it as tight and cramped vs Model 3. Everyone's perceptions are just as valid as anybody else's I guess.
  39. RobStark

    Tesla BEV Competition Developments

    Polestar doesn't make FWD anymore. RWD or AWD. Plus 68 hp and 30 miles of EPA range for base 2024 Polestar 2.
  40. RobStark

    All discussion of Rivian Automotive

    Jim Cramer interviewed RJ today on Mad Money. RJ claimed Rivian is #1 in US market share in 2nd half of 2023 for vehicles over $70k.
  41. RobStark

    All discussion of Rivian Automotive

    So looked at Rivian's configurator. There are 42 R1S available to buy in the "Shop" that can be delivered in Los Angeles within 2 weeks. All are Quad Motor, most are large packs with a few Max packs. I guess there are few Dual Motor and/or Standard Pack backorders. But mostly Rivian is...
  42. RobStark

    Tesla BEV Competition Developments

    So I configured my ideal Macan Turbo EV today No upcharge paint, wheels or HUD($2,500). Not a fan of "Porsche" branding anywhere/everywhere. Total came to $126k.