Tesla was successful in going from 0 to 1M EVs because they didn't have any competition. Legacy will not have that luxury. If Tesla had Tesla 2023 as competition they would have been so screwed. GLHF for legacy...
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The demise of the OEMs
- Thread starter Buckminster
- Start date
Doggydogworld
Active Member
Now that I think about it, Taycan may be profitable for Porsche. It's in a similar situation as early Tesla -- a single high end model with fanatical customers.
That said, positive gross margin is a far cry from profitable. Tesla also had a couple of margin advantages early on, such as a free factory. And legacy tends to feed R&D into COGS while Tesla never has. Operating margin is really the only way to compare them.
It has begun... VW to stop selling ICE vehicles in Norway at the end of 2023:
Volkswagen to end ICE sales in Norway this year
Volkswagen is one of the most popular automobile brands in Norway. However, Norwegians who want to continue patronizing the German automaker will have to switch to an electric vehicle (EV) as it will cease selling internal combustion […]driveteslacanada.ca
"We are making battery EVs like only a true carmaker can," Toyota President Koji Sato told reporters. 
www.bangkokpost.com
Flying cars, next-gen EVs at Tokyo auto show
KYODO - Next-generation electric vehicles (EVs), flying cars and futuristic robots went on display at the rebranded Tokyo auto show on Wednesday, as automakers joined hands with wide-ranging industries to shine a light on the future of transportation.
Toyotas arrogance is off-putting
You had the number one hybrid for years
Hybrids are posers now, stop that
Be real and prove to the world you can lead in BEVs
Or take a pause like Ford and GM are doing
But be careful, China is coming and building their vehicles in Mexico can be the path into the USA
Dont wait too long
You had the number one hybrid for years
Hybrids are posers now, stop that
Be real and prove to the world you can lead in BEVs
Or take a pause like Ford and GM are doing
But be careful, China is coming and building their vehicles in Mexico can be the path into the USA
Dont wait too long
Mexico will be huge for everyone due to even more trade agreements for outbound and access North America/USA inbound. Of course you have to manuf in Mexico:
Tesla will have access to more export locations around the globe for export
China/BYD and others will have no Tarriff to USA once they setup factories in Mexico.
The latter will change everything where the new costs of the UAW will not allow Ford and GM to compete inside the USA.
Sad days are coming.
Tesla will have access to more export locations around the globe for export
China/BYD and others will have no Tarriff to USA once they setup factories in Mexico.
The latter will change everything where the new costs of the UAW will not allow Ford and GM to compete inside the USA.
Sad days are coming.
I heard vs Tesla as an alternative, rank:The majority of Vinfast stock is held by the owner and CEO, so the float is very small which makes the stock super volatile. I wouldn't buy any shares in Vinfast, not even with Trevor Milton's money!
1 Rivian
2 HKG
3 GM and Ford
4 Fisker
5 Vinfast
Skipping all China EVs, including Geely’s Polestar and Volvo
Heard initial quality of Vinfast was not perfect
Would be great for a new buyer to drop is a note
Imagine we would have a lot of questions
Ford to pull 12B of future EV investments due to reduced demand
Ford will postpone about $12 billion in EV investment as buyers become more cautious
Ford said customers in North America are unwilling to pay a premium for an EV.www.cnbc.com
Wow, I had no idea they were doing so many.
These swap stations will become a liability at some point.
These swap stations will become a liability at some point.
They haven’t done 31 million battery swaps. They’ve done supposedly 31 million miles worth of battery swaps. Still seems silly to me when Tesla owners of the newer faster charging vehicles are often ready in 15 minutes. Can quickly park and use the bathroom/eat/stretch for those fire minutes.