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GM Plans 20 Electric Models By 2023

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> Where are they sourcing the batteries, one wonders?

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How to compete with Tesla:

1) create own supercharging infrastructure by mandating all GM dealerships have one.
Not a compelling idea. Who wants to be stuck waiting around at a car dealership if even for just 15-30 minutes? Many car dealerships are on cheap land at the edge of town or clustered up in Auto Rows where coffee shops or good restaurants are not within easy walking distance.

2) create good looking cars (the bolt is such an ugly car. The world could be burning in flames created by spilled crude oil, and dolphins could be drowning in six pack, plastic soda rings by the thousands; and I still wouldn't be caught in that thing...I know you guys agree with me since sales of the Bolt seem to be so bad)
Hmm. The Bolt had about 2,632 US sales in September (about 2,500 retail sales).

That’s better than the Model S did in January, February, April, May, June, July, or August during this year, according to InsideEVs.

Collectively during those months Tesla sold 13,200 Model S cars in the US while GM sold 11,670 Bolts because Bolt sales were just beginning in January.

Bolt sales are ramping up nicely for a new technology car in its first model year compared to conventional $35k car models. Tesla’s production goals for the Model 3 are wildly aggressive and far out of the norm for typical industry new car model sales.

2) use 2170 cells outsourced from the Gigafactory. It's cheaper. Wear a hat and a mustache when asked by Elon why/who wants to buy so many cells. Just say it is for an uncle's ebike factory in China. If pressed more on the subject, rip off hat and mustache and say, "GD Eon, you did say you wanted a world run with electric vehicles!!! Didn't you!!!"
Elon says he needs all of those batteries and so is already planning to announce more factories. GM, LG, and other partners need to scale up battery making of their own.

3) Have production goals and deadlines. Miss them, but not as bad as Tesla misses their dates.
Well, that’s easy enough. As far as I know, GM hasn’t missed production deadlines on the first or second generation Volt or on the Bolt. They did miss some aggressive sales/production volume goals on the first Volt.

4) Create FSD option.... That is all..Just create the option. FSD isn't really required, but do have expected deadlines for FSD. If it doesn't pan out, just explain "hey, man... FSD is hard. What did you expect?"...
GM already has FSD Bolts driving around San Francisco, Phoenix/Scottsdale, and Detroit.

Here’s a FSD Bolt EV driving around SF city streets at night for over an hour without disengaging.

Granted, it’s not for sale yet and it’s initially targeted at fleet rather than individual customer sales but it’s more advanced than anything Tesla has publicly demonstrated.

5) create S-E-X-Y; GM already has the "S" from the Spark. The "E" from the ELR. GM only needs an "X" and a "Y".
I think Tesla has the trademarks on S, X, and Y and there aren’t many car model names beginning with the letter X or Y.
 
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Hmm. The Bolt had about 2,632 US sales in September (about 2,500 retail sales).

That’s better than the Model S did in January, February, April, May, June, July, or August during this year, according to InsideEVs.

Collectively during those months Tesla sold 13,200 Model S cars in the US while GM sold 11,670 Bolts because Bolt sales were just beginning in January.

Bolt sales are ramping up nicely for a new technology car in its first model year compared to conventional $35k car models. Tesla’s production goals for the Model 3 are wildly aggressive and far out of the norm for typical industry new car model sales.

This analysis is laughable and you know it.

Tesla cleared $1.32B in revenue and has the highest market share for cars/not trucks in its price class. GM cleared ~$420M in revenue and is near the bottom in market share for cars in its price class and worse if you classify it as a crossover in the $35k class.



Well, that’s easy enough. As far as I know, GM hasn’t missed production deadlines on the first or second generation Volt or on the Bolt. They did miss some aggressive sales/production volume goals on the first Volt.

Because they didn't make any.

They were too embarrassed by the 2011 Volt not selling 60k units that they stopped making projections.

Will any model year Volt sell 60k units? Ever?

GM already has FSD Bolts driving around San Francisco, Phoenix/Scottsdale, and Detroit.

Here’s a FSD Bolt EV driving around SF city streets at night for over an hour without disengaging.

Granted, it’s not for sale yet and it’s initially targeted at fleet rather than individual customer sales but it’s more advanced than anything Tesla has publicly demonstrated.

This is relatively easy to do in predefined limited routes in a few limited cities.

Google,Volvo, and Nissan have demonstrated similar. Google for many years.

Putting it in customer hands in large swaths of territory is difficult.
 
This analysis is laughable and you know it.

Tesla cleared $1.32B in revenue and has the highest market share for cars/not trucks in its price class. GM cleared ~$420M in revenue and is near the bottom in market share for cars in its price class and worse if you classify it as a crossover in the $35k class.
None of which, assuming it is true, negates the Model S vs Bolt EV US sales figures that I noted as a response to a claim by someone else that the Bolt is having poor sales.

This [fully autonomous driving] is relatively easy to do in predefined limited routes in a few limited cities.
Oh really? I’m doubting that the self-driving shown on the GM Cruise Automation video is “relatively easy to do”.

We all know Tesla has been struggling with just self-steering and automated braking on AP2 cars. They haven’t demonstrated the ability to read traffic lights and stop signs, change lanes safely on their own, steering around double-parked cars, always identifying pedestrians, bicyclists and small animals in order to know when it is safe to leave a stop sign, etc. as is demonstrated by the Bolt EV video.

Google,Volvo, and Nissan have demonstrated similar. Google for many years.
Sure, Google has. But not on wackier streets like those in San Francisco. Google has been testing mostly in mild suburban Mountain View traffic and more recently in what are likely to be suburban areas in Arizona.

Nissan is working on it but they aren’t there yet. Here’s a recent article:

Trust was briefly jeopardised at the roundabout, however, when [Nissan employee] Iijima grabbed the steering wheel to avoid a lorry in the neighbouring lane, and braked swiftly to stop the car autonomously rear-ending a Honda Civic with P-plates. “Some bugs,” said Iijima. “It’s a prototype.”

'You weren’t scared?': Nissan takes us for a ride in the Leaf driverless car

Volvo is aiming to place 100 autonomous driving cars with private customers for testing before the end of the year in Sweden so they obviously think they are in good shape.
 
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