MC3OZ
Active Member
the points about the impact on ICE OEMs economies of scale and 3 shifts were eye opening ... I realized innovators dilemma but only in concept... Munro in this video makes it real .. unfortunately for OEMs it is too late for them to convert to BEV... only one with a shot as Munro points out is probably VW and I only give them a 50% shot
Yes, it is surprising how much ICE OEMs are struggling to make good EVs, and to a lesser extent even good versions of their ICE vehicles, on a consistent basis.
I think this is a result of many years of conservative business decisions, minimal risks, slow change and minimal change, and compliant customers who happy to settle for a yearly refresh with a few minor tweets.
This is an intentional moat, I'm consistently surprised by how bad they are, I think everyone including Tesla and Elon is surprised.
This is like lining up at the Olympic 100 meter final, and looking across to see all other other runners are over 80.
Not only do I not see a Tesla killer as a risk, I wish the other European, Asian and American BEV makers were better, otherwise, the Chinese are shaping up as the main competition. For the sake of the mission, a few more players would not hurt.
I think we also need to be generous applaud serious efforts and give them some encouragement, governments may need to step in to help some of them. I'm not sure they are all worth helping.