The Germans are getting serious- a very welcome change

Discussion in 'General' started by 101101, Mar 24, 2019.

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  1. 101101

    101101 Well-Known Member

    Herbert Diess deserves huge credit for pushing as hard as he did. Seems like he just pushed through a sea change. My guess is the German auto industry is about where Tesla was in 2011 on electrics and they have about 4 years to fully catch up to replace essentially all their lines with class leading no compromise full electrics and build out a global charging network and convert it talent pool, supply lines and factories. Most of what Tesla has planned seems known now. In 4 years it will have rolled out all 7 of its models at production volume and it will have its self-driving up and running in some markets or maybe most markets. The range on the pick-up and the 2nd roadster remain to be seen but both should be high. The challenge Tesla presents will be a bar and the possibility that people enter reserve lines for Tesla products but more critically put off purchases of German products so it creates a breath holding situation if the German industry isn't ready in time. That is already happening.

    But Germany has to be aware of China and what is happening there and the possibility that China may accelerate Tesla's reach. It has to be aware of a Chinese market as the largest in the world that already has the electric production capacity to replace its entire domestic market and that is surely making use of what Tesla open sourced and beyond and innovates extremely fast. Your first serious Electric seems to be the Porsche Taycan but your charging strategy on price is simply wrong and backwards but also don't think you can produce a car that is half of what a 2nd generation Roadster is for half the price, that will produce cancellations and allow Tesla to take what remains of Porsche's halo.

    There is a positive point that will come. When Germany has its first volume car electric success that will produce credibility but it has to be the uncompromising class leader. At some point Honda and Toyota will get back in and get serious by abandoning incredibly stupid hydrogen and hybrids.
     
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