Homework is only less than 10% of the battle. Manufacturing efficiently is *hard*.I'm hoping to be around the same time frame for getting either a CT or one of the new T3 Fords, so if Ford does their homework then it should be a very good option
I think Ford is serious about EV's and Farleys recognition of Tesla's dominate position in the EV space was refreshing. Tesla needs real competition and the Cybertrucks success or failure is a big deal. It's the trade off of high margins to influence the investor class, vs affordability that will dictate demand. They can sell 200K of them at almost any price but as an investor I'm a bit conflicted. Bottom line is I want a Cybertruck and I'd like affordability over exclusivity. It needs to be affordable or I'm very confident in saying, it will be in Model X territory sales volume wise ...I'm hoping to be around the same time frame for getting either a CT or one of the new T3 Fords, so if Ford does their homework then it should be a very good option
I think it was Teslike, or Merrit which posted this 12h figure ( or was it 13?)Tesla is installing 1 new Supercharger every 12 hours right now. That rate is accelerating.
Hard to say what the structure of the Ford deal looks like, but Ford customers will be paying through the Ford app so a lot of this is going to happen behind the scenes.
Musk is pretty good at making money on everything coming and going so I wouldn’t worry too much.
Yeah, GM will have 50 models but only ship 10 units of each and lose $10s of thousands on each unit.2025 will be the year when GM and Ram will have models in addition to an improved Ford truck
Do you really think they'll sell fewer than they do now, and their margins won't improve?Yeah, GM will have 50 models but only ship 10 units of each and lose $10s of thousands on each unit.
GM has spent 5+ years making a lot of noise about EVs and has had very little success.Do you really think they'll sell fewer than they do now, and their margins won't improve?
That's TSLAQ level doubt.
-Crissa
I don't think anyone does, but they're actually putting wheels to the road with their own supply chain now so... I'm thinking the Bolt was more like Tesla with the Model S and today it's more like GM is Tesla just starting Model 3 production. Those first nine months were really bad.GM has spent 5+ years making a lot of noise about EVs and has had very little success.
I don’t know where they are going to be in 3 years, but their track record is quite bad lately.
Wasn't it the head of GM that said they don't think they will actually make money on ev's till 2030...GM has spent 5+ years making a lot of noise about EVs and has had very little success.
I honestly don’t know what to expect from them any more because they haven’t remotely hit any of their own targets or goals or even gotten close.
3 years ago nobody would have guessed they would be struggling to produce 2,000 Ultium based vehicles a year, but here we are.
I don’t know where they are going to be in 3 years, but their track record is quite bad lately.