johnlocke
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Re: TSLA corporate outlook

Tue Mar 31, 2020 3:03 pm

DougWantsALeaf wrote:
Sun Mar 29, 2020 1:57 pm
I think GM still can't quite make the Leap of no return.

That said, the early work with the Volt/Bolt at least give them some base of learning to move from.

There comes those inflection points where even big companies need to take that leap of faith. Until end Feb, I thought that was this year.

Now that we likely have sub $50/barrel oil for the next 2 years, GM might get 1 last chance to change itself.
GM is never going to change. Their commitment to ICE is too great. They are going to bury their heads deeply up their asses and ignore the EV market until it kills the company. Same thing goes for Ford. A lot of lip service but little action. The only company that really seems to be committed to changing over to EV's is Volkswagen and so far they appear to have blotched it. If they can figure out the software issues, they may pull it off yet. It's a "bet the company" situation for Volkswagen and they know it.
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smkettner
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Location: Orange County, CA

Re: TSLA corporate outlook

Tue Mar 31, 2020 8:46 pm

If the Bolt would sell a bit better I think GM would step up production. Although GM has had a tough time designing vehicles people actually want to drive.
1 bar lost at 21,451 miles, 16 months.
2 bar lost at 35,339 miles, 25 months.
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LeftieBiker
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Re: TSLA corporate outlook

Tue Mar 31, 2020 8:49 pm

Whether or not GM and Ford commit to the EV paradigm in time will depend on the success or failures of their respective electric full-sized pickup trucks (and in the case of GM at least, SUVs).
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johnlocke
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Re: TSLA corporate outlook

Wed Apr 01, 2020 11:34 pm

LeftieBiker wrote:
Tue Mar 31, 2020 8:49 pm
Whether or not GM and Ford commit to the EV paradigm in time will depend on the success or failures of their respective electric full-sized pickup trucks (and in the case of GM at least, SUVs).
If either Ford or GM manage to produce an EV pickup, it won't see the light of day until 2022 and then as a limited edition. If they produce 20K annually I'd be surprised. Ford and GM Dealers won't touch them unless they are forced to and even then won't know how to sell them. In the meantime, Tesla will build a couple of hundred thousand Cybertrucks and sell them as fast as they can build them. Ford and Gm will die by inches and wonder what happened.
2016 SV, New battery at 45K mi.
Jamul, CA
San Diego East County

LeftieBiker
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Re: TSLA corporate outlook

Wed Apr 01, 2020 11:52 pm

Ford and GM have each acquired a company already about to build an EV pickup, and , at least until the pandemic, had planned on releasing their own versions next year.
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jlv
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Re: TSLA corporate outlook

Thu Apr 02, 2020 8:15 am

I wouldn't count Ford and GM out that easily. Unlike the Y, the Cybertruck is a different beast. Tesla seemingly has only built the one prototype. It will be interesting to see if Tesla can really pull it off at close to the price and specs they've discussed.
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smkettner
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Location: Orange County, CA

Re: TSLA corporate outlook

Thu Apr 02, 2020 5:20 pm

johnlocke wrote:
Wed Apr 01, 2020 11:34 pm
If either Ford or GM manage to produce an EV pickup, it won't see the light of day until 2022 and then as a limited edition. If they produce 20K annually I'd be surprised.
Ford and GM can afford to go slow on these as the production facility is already running on the gasoline versions. If the EV truck sells well I believe Ford/GM will ramp up accordingly.

Tesla is do or die on these models at high volume. There is no other product line to run through assembly.
1 bar lost at 21,451 miles, 16 months.
2 bar lost at 35,339 miles, 25 months.
LEAF traded at 45,400 miles for a RAV4-EV
RAV4 traded in for I-Pace Dec 2018

webeleafowners
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Re: TSLA corporate outlook

Thu Apr 02, 2020 5:48 pm

There is no way that ford and GM are not going to get a shit load of money from uncle Donny to re-tool. They have no worries.

Jmho of course.
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coleafrado
Posts: 237
Joined: Fri Oct 11, 2019 11:58 pm

Re: TSLA corporate outlook

Thu Apr 02, 2020 7:26 pm

smkettner wrote:
Thu Apr 02, 2020 5:20 pm
Tesla is do or die on these models at high volume. There is no other product line to run through assembly.
And no fallback architecture. It's 100% EV or nothing (unless they acquire Nikola) :!:

cwerdna
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Re: TSLA corporate outlook

Tue Apr 07, 2020 9:46 pm

Tesla will slash employee pay and furlough employees
https://www.cnbc.com/2020/04/08/tesla-w ... rkers.html

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