Everything EV Thread

Sulu

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I know that the burden of proof for civil lawsuits is less than criminal trials but how difficult will it be to prove this? Is it sufficient to say that "When I drove this on previous cars, I only travelled <x> miles"? Does he have odometer readings for individual trips from old and new vehicles recorded (and were they validated)? Or did he use a mapping service like Google Maps and noted that it matched his old vehicles but not the Tesla?
 
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In March of 2013, Musk sent out an email to the entirety of Tesla regarding an open-door policy for bringing up product issues, saying, "You can talk to your manager's manager without his permission, you can talk directly to a VP in another dept, you can talk to me, you can talk to anyone without anyone else's permission." It made Balan think she was safe to speak to Musk about the floor mat issue. However, when she showed up for her scheduled meeting with Musk, she was instead greeted by lawyers and "large men in uniforms." They forced her to resign from her position.
AGAIN... what the f*ck
 
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there's something wrong with the hyperlink, but it works

Meanwhile Cadillac is continuing to develop more and more V models.

Lexus used to have more F cars than Cadillac had V cars, but Cadillac doubled down and now are building more interesting cars than Lexus ever would.
 
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  • EVs sales are increasing in the U.S., but the adoption is spread unevenly across the country, with coastal states showing more interest in EVs than others.
  • The transition sentiment in the U.S. remains flat year-over-year, while people in Europe and China are far more excited about EVs.
  • Even then, EV buyers rarely switch back to gas cars in the U.S., with a whopping 76% of them planning to buy an EV again as their next purchase.
Electric vehicles aren’t just better for the environment, they’re increasingly the smarter economic choice for your wallet, too. And according to a new McKinsey & Company study, once people make the switch, they rarely look back.

In its latest Mobility Consumer Insights report, McKinsey says 76% of U.S. households that own an EV plan to buy another one next. That’s up from 56% last year, driven by improved charging infrastructure, better reliability, longer driving range and an influx of new and affordable models. EV owner satisfaction in the U.S. jumped from 60% in 2024 to 73% this year.

Even in households that own both EVs and gas cars, most are planning to ditch the combustion car for a battery-powered one. Fifty nine percent of such mixed households said they will replace their gas car with an EV. Only 14% said they would buy another gas car and 24% said they would buy a plug-in hybrid.

Interestingly, 31% of ICE-only households said they plan to buy one more ICE car, while 35% of them say they'll never buy an EV. (ICE in this context includes traditional hybrids). That means a majority of them aren't switching soon. Meanwhile, a majority of PHEV-owning households (52%) say they plan to buy another PHEV.
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But the EV divide in the U.S. runs deep. States like California, New York and Washington are matching the adoption levels of Europe. But large swaths of rural America remain firmly in the gas car camp. Age plays a big role too, as more than half of respondents under 45 said their next car would be electric. Gen X and boomers are mostly uninterested in EVs, especially outside big cities.

That’s where some of the optimism fades, as the U.S. is lagging badly on the global level.

McKinsey surveyed 26,000 people across key global regions, 3,000 in each major country, with mix of 1,000 BEV owners and 2,000 gas car owners. Only 12% of U.S. respondents plan to buy an EV next, compared to 23% in Europe and 45% in China. Worse, 32% of U.S. buyers say they’ll never consider a fully electric car. In China, that number is just 3%. Granted, China has a decade-long head start on incentives, affordable models and charging infrastructure. Plus, many people there have never owned gas cars, or only owned one before EVs took over.

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“What you see here is in the U.S, the sentiment towards battery electric vehicles hasn't changed all that much,” Philipp Kampshoff, a senior partner at McKinsey & Company said during a virtual roundtable with reporters. “In Europe and China, these numbers over time are increasing, whereas in the U.S, we're seeing they’re mostly flat."

“In turn, we're seeing a much higher interest in plug-in hybrids going forward,” he said.

The shift researchers saw in China about a decade ago—where PHEV uptake was increasing—is now happening in the U.S. Only 7% of households which own only gas cars said they planned to buy an EV next. But 17% of them said they were planning to switch to PHEVs. These owners may live in EV charging deserts or are not confident about going fully electric cars due to myriad reasons. PHEVs could be the stepping stone for them, even if they aren't an easy solution.

So even though the average national interest in EVs may seem like it’s stuck in neutral—due to factors like age, demographics and regional divisions—one thing is clear. Once Americans go electric, they don’t go back.
 

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CRSKTN

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Where we are. 20k barebones truck. It has a steering wheel. seat and that’s about it. 150k range made in the USA. Taking the personalization approach


Ok so it's a $20k truck until you add any functionality to it and then it's probably an expensive, very small truck.
Giving you less and pricing it lower isn't innovation.

I'm launching a $5 truck next year myself.

It comes with just the empty space required to park a truck, excluding the land or access rights, and the rest of it is gonna be $250k but hey, that's innovation.
 

ssun30

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Start-ups by definition aren't in the business of reducing cost of an industrial good that's already optimized for production efficiency in every way possible.

They can't cheat economies of scale and will inevitably under-deliver on their promise. They haven't introduced any innovation that could make the truck cheaper to produce while being at a lower scale than industry giants.

For existing brands all they need to do is decontent the base trim of the Maverick or the Stout just enough. A hypothetical Stout hybrid could cost the same while having no range anxiety and all the basic modern features.
 

Motor

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Nissan premieres all-new sleek N7 sedan at Auto Shanghai 2025​


Powertrain:

Two lithium Iron phosphate (LFP) battery options are available. Rated at 58kWh and 73kWh, both feature a 400-volt architecture.

All variants are front-wheel drive and feature a single electric motor with output ranging from 160kW to 200kW. On all models, maximum torque is 305 newton meters.

Owners can recharge their battery from 10% to 80% in 19 minutes and replenish the state of charge from 30% to 80% in as little as 14 minutes.

Drive:

Range extends from a minimum of 510km for variants equipped with the 58kWh battery, up to 635km for variants with the 73kWh battery.**

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Start-ups by definition aren't in the business of reducing cost of an industrial good that's already optimized for production efficiency in every way possible.

They can't cheat economies of scale and will inevitably under-deliver on their promise. They haven't introduced any innovation that could make the truck cheaper to produce while being at a lower scale than industry giants.

For existing brands all they need to do is decontent the base trim of the Maverick or the Stout just enough. A hypothetical Stout hybrid could cost the same while having no range anxiety and all the basic modern features.

If someone is willing to eat the loss until it scales up then that's all they need.
 

ssun30

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There's an increasing trend on Chinese social media about whether BEV manufacturers should adopt a Japan-style "Gentlemen's Agreement" due to recent surges in speeding-related fatalities. But I think it's more likely a multi-level driver's license system will be adopted.

Regular drivers shouldn't be allowed to just drive a 1548PS hyper car without training on advanced driving technique and good driving behavior records. 200PS/ton should be the limit for a driver with less than 2 years of experience and even that is a lot.
 

Gor134

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there's something wrong with the hyperlink, but it works

Meanwhile Cadillac is continuing to develop more and more V models.

Lexus used to have more F cars than Cadillac had V cars, but Cadillac doubled down and now are building more interesting cars than Lexus ever would.
That one's a little dumb.

Keep in mind V is not a full fledged performance trim.. V Blackwing. But even then, who the heck is going to buy an Optiq V like cmon Cadillac.
 

CRSKTN

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Start-ups by definition aren't in the business of reducing cost of an industrial good that's already optimized for production efficiency in every way possible.

They can't cheat economies of scale and will inevitably under-deliver on their promise. They haven't introduced any innovation that could make the truck cheaper to produce while being at a lower scale than industry giants.

For existing brands all they need to do is decontent the base trim of the Maverick or the Stout just enough. A hypothetical Stout hybrid could cost the same while having no range anxiety and all the basic modern features.

Start-ups absolutely are in the business of reducing costs of an industrial good via disruption. Cost competitiveness is one of the key things investors care about.

I've worked with people who develop vehicles, there are absolutely a ton of inefficiencies and outdated ways of working that could be cut out.

You absolutely can cut it down further if you're smart about how you design the car, optimizing it to displace low-utilizing existing plants/facilities while utilizing the same formats of inputs, cutting out clay modelling teams, etc.
 
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