Declining market share but record sales! ICE ship sinking from ICE berg

Discussion in 'General' started by 101101, Jan 26, 2020.

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  1. 101101

    101101 Well-Known Member

    Crap mag Jalopnik was trying to spew the FUD yesterday or the day before by spinning BMW's sales numbers. So it said BMW had declining market share but record numbers. (?) And of course the global narrative is that all the ICE makers have declining numbers. And you know that has to do with electrics. Some quarters don't like that but its reality. In particular because electrics from Tesla are their black swan, their counter example. Right now someone has to be stupid or it is like wearing a sign that says they're stupid if they buy a 3 Series, because there is the Model 3. 3 Series no longer says you're cool it says you're stupid and ICE wise or otherwise it is going to be that way for a long time or forever unless it is the purchase of a rare 3 Series as a museum piece in the distant future. So decreasing market share but increasing sales in an overall decreasing ICE market? BMW in a declining market over all for ICE makers, and even with declining market share against that ramp down is supposed to have record numbers? And the Titanic wasn't sinking and didn't sink. Beautiful liars.

    FUD also has it that Michigan is going to be relevant to the future of auto making. No its not! Monroe should move his shop to Silicon Valley. Also heard the FUD from the Dem that co-signed the GND but took a bunch of fossil fuel money that Autopilot is unsafe. This is like someone complaining seat belts and air bags are bad because they aren't perfect. And then from Nader who constantly argues that interest rates should be higher to support money markets (rent seeking on raw money even in retirement) that Tesla will pop a bubble market. Think about how much FUD his affiliated consumer reports has put out- Nader is generally good but that seems lost. FUD is also trying to say Tesla is not a tech company but an auto company. Tesla is something better than a tech company. Tesla is a new green company. It has a mission statement backed up by the hardest political, economic and environmental eventualities imaginable. Tesla marks the end of auto stocks, so it is not an auto stock. There aren't going to be anymore auto stocks soon enough. It is fish, birds and oceans packed full of plastic, a whole planet contaminated over this stupid obsolete industries useless profits and rent seeking. Nothing could be more backwards. Stuff like the water in Flint defines Michigan.

    Same FUD has been trying to say hybrid sales are way up for say Toyota. Nope, just look at the Prius. Way down, not up. And it is not SUVs or any of that making up the difference. Quarter after quarter Tesla goes up and these ICE makers go down. 3 Series is down by 50% since 2014? I think its down more than that but if that was said people might realize its unrecoverable so maybe for that reason they don't state it. The guy that is the BMW design head but was passed over for CEO just said in an interview that by 2030 it will be less than 10% BEVs globally and hydrogen blah, blah, blah... Really, ICE will be illegal in the world's largest auto market before then and more and more of the world's largest cities are banning ICE and customers don't want it, ICE makers have a clear demand problem- I think we're in the post ICE maker profit period. ICE makers are never going to be profitable again. Per Forbes GM and Ford were already structurally bankrupt so floating along on some sort of corporate welfare, but soon even with hidden subsidies they won't be able to float. BEVs are their one possibility of surviving, at least Ford and VW got the message and are running for the life boats.

    These are people telling the passengers who just heard and felt the impact of the ICE burg to go back to dining it was nothing everything is fine. No its already over. We just passed the point where people know about the iPhone and consciously or unconsciously they are not going to be purchasing Blackberries anymore. Noticed one pundit try to say Tesla would sell as many cars as BMW annually by 2030. Really? I don't think BMW will be around then, it will have run out of both covert and overt bankruptcies by then. They try to point to Tesla not making enough cars to make a difference and try to say that reflects demand? Nope, that's like saying Apple wasn't making enough of the first iPhones relative to Blackberry. Right now Tesla is where Apple was with the Iphone 3GS in April of 2009- the warm up was just ending and its rocket ride was about to begin. But Tesla is going after something bigger much bigger than Apple and the results should be much, much bigger. When the counter example is set the competition's products become obsolete and the freeze happens. Have to give those Blackberries away for less than they cost to make. Buyers go with used products or they go with a Tesla and create demand for a the Tesla.
    In the face of ICE decline Tesla is growing sales 50% every year on a Moore's law type curve. The ICE squeeze has begun.

    ICE is in in total panic mode right now. Ionity which I called a scam some time back raises prices 5x (for non subscribers... more bs) so they can do one of those pins to the Google news feed that says EV charging is 2x as expensive as gas- pure FUD. Its like the cheap gas idiocy (gas is a bad deal no matter what and has been for 7 decades.) Then we have AAA which has done tons of crap feed FUD comes out and tries to say EVs are more expensive than ICE. They try to time that BS together thinking it will be self reinforcing instead of self discrediting- its way past obvious cliche cry wolf now. They are saying this because they know we've crossed the threshold and Tesla vehicles are cheaper than ICE and radically, irreversibly better than ICE. So now comes the straight up black bald faced lying. Its like when Munuchin tries to tell Thrunbergs parents that an econ degree is needed before one can speak which is code for "the US can't afford," which in turn is code for some non contributing rent seeking thieving parasites in the US can't afford EVs or a green new deal even if we don't have a choice because of habitability. But really we can't afford not to have a green new deal because energy for the average person for the average life style long ago should have been essentially free, but then how could they rent seek the time out of everyone's lives to keep them down? Instead of wasting $7-10K a year on a car (ICE is more like $10K per year per Tony Seba- AAA tried to say it was 7000) that is time they can get back to think and to rest and to gain education and look out for their families. If you divide the global product by the number of people on earth and the number of waking seconds in a year you get a rate of about $2.55 an hour the average cost of generic human effort or attention. What Musk is doing at the global average rate is like getting 245 days of time back per year at that rate- a lot less for people living in the 'developed' world but factor in opportunity cost and it evens out. Its a liberation. Freedom from rent seeking is worth paying for. We can't afford more lives zombified into the walking dead from having the time and volition rent sought out of their lives. Doesn't matter if Hillary Clinton goes broke, she's earned it.
     
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