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Electric Cars (Tesla and Others) (1 Viewer)


R2 headed out for validation phase. The wraps look kind of cool.
Paid like $150 to be on the wait list. I like the Rivian look.
 

R2 headed out for validation phase. The wraps look kind of cool.
Paid like $150 to be on the wait list. I like the Rivian look.
I don’t like the bigger vehicles, but the R3 has piqued my interest. Anybody know if it is on schedule for 2027 release?
 
And these too

Looks really cool, I watched the Leno video... but it's so crazy expensive. I want to reward Slate for what they're trying - I've mostly felt I'd rather turn a crank for the windows than be forced to pay for automatic windows.
 
I saw a the electric vw bus yesterday, cool looking but not something that interests me in owning. Now a 64 or 66 21 window bus and I’m dih
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
 
There is pretty tremendous hype for the byd inverter solution scheduled to demo this month. I don't know anyone Western media that has seen it.

As best I can tell it takes the approach of basically 4C rate by filling four "tanks" at once with four "pumps" but the secrecy has stayed high and this could all be a letdown
 
There's some really interesting stories about BYD recently. There's some fun videos on YouTube.

The group who raised the alarm on Evergrande has been talking about BYD, who are apparently paying their invoices 8-9 months late, and are not nearly as healthy a company as we were led to believe. Emperor has no clothes.
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway
 
And these too

not having more car in front of me would freak me out a little

Yes. I rode in a tractor trailer 18-wheeler one time and having your bumper be at the same spot as the windshield took some getting used to.
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway
Seems kinda antithetical to “green” vehicles. And how would autonomous drivers fit into that plan?
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway
Seems kinda antithetical to “green” vehicles. And how would autonomous drivers fit into that plan?
Im not sure China is too concerned with going green
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway

Is this vibes or what?

BYD has enough of a warranty for 8 years and plan for 750k miles. Those are the ones sold in the EU.

If China put their cars in our market it would obliterate anything we have. They are so insanely nice inside, having been in several, that we'd see a complete industry upheaval
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway

Is this vibes or what?

BYD has enough of a warranty for 8 years and plan for 750k miles. Those are the ones sold in the EU.

If China put their cars in our market it would obliterate anything we have. They are so insanely nice inside, having been in several, that we'd see a complete industry upheaval

Paraphrasing some stuff from a recent presentation from one of our global leads

I’ve never seen one myself so can’t comment on the quality . I do know that the Chinese OEM are quickly replacing the traditional OEMs in China (VW, Ford, etc) but the message was there’s still a lot of work to do to be competitive in EU and NA so we’ll see

If their warranty is anything similar to my experience with Amazon products it’s usually just replacing a piece of a crap with a newer piece of crap
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway

Is this vibes or what?

BYD has enough of a warranty for 8 years and plan for 750k miles. Those are the ones sold in the EU.

If China put their cars in our market it would obliterate anything we have. They are so insanely nice inside, having been in several, that we'd see a complete industry upheaval

Paraphrasing some stuff from a recent presentation from one of our global leads

I’ve never seen one myself so can’t comment on the quality . I do know that the Chinese OEM are quickly replacing the traditional OEMs in China (VW, Ford, etc) but the message was there’s still a lot of work to do to be competitive in EU and NA so we’ll see

If their warranty is anything similar to my experience with Amazon products it’s usually just replacing a piece of a crap with a newer piece of crap
After charging you for return shipping that is 50% of the original cost.
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway

Is this vibes or what?

BYD has enough of a warranty for 8 years and plan for 750k miles. Those are the ones sold in the EU.

If China put their cars in our market it would obliterate anything we have. They are so insanely nice inside, having been in several, that we'd see a complete industry upheaval
I don't see us allowing China to sell cars that could be controlled by China to drive into whatever they wanted.
 
Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway

Is this vibes or what?

BYD has enough of a warranty for 8 years and plan for 750k miles. Those are the ones sold in the EU.

If China put their cars in our market it would obliterate anything we have. They are so insanely nice inside, having been in several, that we'd see a complete industry upheaval
I don't see us allowing China to sell cars that could be controlled by China to drive into whatever they wanted.

Yea we won't get them here for that reason. I believe his point was a hypothetical though to illustrate how far ahead those vehicles are for the price.

BYD just opened presales for the Han L EV. For $37k brand new it's as nice as a Cadillac inside and as fast as a Lamborghini.

Almost double the equivalent HP and far nicer interior than, for instance, the Kia EV6 GT that starts at $61k.
 
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Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway

Is this vibes or what?

BYD has enough of a warranty for 8 years and plan for 750k miles. Those are the ones sold in the EU.

If China put their cars in our market it would obliterate anything we have. They are so insanely nice inside, having been in several, that we'd see a complete industry upheaval
I don't see us allowing China to sell cars that could be controlled by China to drive into whatever they wanted.

Yea we won't get them here for that reason. I believe his point was a hypothetical though to illustrate how far ahead those vehicles are for the price.

BYD just opened presales for the Han L EV. For $37k brand new it's as nice as a Cadillac inside and as fast as a Lamborghini.

Almost double the equivalent HP and far nicer interior than, for instance, the Kia EV6 GT that starts at $61k.

It is much easier to sell cheap cars if all of the r&d and other overhead is subsidized, byd's cars would cost over twice as much without that 3.7 billion dollar subsidy.


edit, corrected a bad auto-correct, some reason my phone changed byd to bud
 
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Here’s another EV start-up:

I like the performance coupe

But really, how likely is it that many of these companies survive?

I think there will be a point where US automakers apply a uniform chassis like China does with CATL packs. Catl sells the same BEV pack to a dozen automakers who put them under a host of designs. Some cheap. Some fancy.

Byd and a couple others make their own stuff and might get some scale advancement, but that's not required.

That's what stellantis tried to copy but didn't quite get there.
I just don’t think we’re set up that way in the states, China ultimately has government backing in all these companies whereas in the states it’s a bunch of competing private entities

I think there’s also a fundamental difference where US car companies are all trying to maximize shareholder value where in China they are more focused on the engineering advancement whatever the cost. I think BYD employees 100,000 engineers or something like that?

It also seems the Chinese market is moving towards a disposable vehicle model, similar to cell phones, where you upgrade every 2-3 years because of the tech, so you get a lower quality product because they know it will just be replaced anyway
Seems kinda antithetical to “green” vehicles. And how would autonomous drivers fit into that plan?
The Chinese business model when it comes to electric vehicles is not green at all. The Chinese government gave subsidies to companies there for every electric vehicle that they sell. This created a situation where automakers there started producing massive volumes of vehicles and faking sales in order to collect those subsides. The manufacturers would literally pay to register and insure a vehicle, and would cut corners in the production of the vehicles to the point where the subsidy more than covered the cost of the vehicles. The “fake” sales also pumped up sales numbers and Chinese companies would often try to use these “inflated” numbers to solicit investments into the companies (both foreign and domestic). These “new” cars that are “fake sold” are sitting in massive lots all around China and are wreaking havoc on the environment. The mining and rare earth minerals needed to create these vehicles are not mined in ways that are safe for the environment in China. Some of these automakers and parts suppliers for these vehicles utilize slave labor to create them.

Now that the economy has slowed, these manufacturers are trying to generate income by dumping these zero mile used vehicles into poor countries as well as marketing them in China as new used cars. However, because the manufacturers cut corners to make those vehicles as their goal was to fake sales and receive subsidies—these vehicles that they are trying to dump on poor nations and on the Chinese people are known death traps. They are having issues with them catching on fire, airbags not working, and other concerning quality problems. I would be very hesitant to recommend purchasing any Chinese made EV right now. They might look good, and they might seem like a great value proposition, but the quality is questionable at best—and the notion that they are somehow reflective of something that is environmentally friendly is laughable. Chinese mining and Chinese manufacturing is not synonymous with being environmentally friendly or humanitarianly friendly. I encourage you to watch the clip below from a person that spent over a decade living in China.

 
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