Ford and VW Agree to Share Costs of Self-Driving and Electric Cars
nytimes.com
nytimes.com
September 9, 2013 /PRNewswire/ -- The Volkswagen Group has set its sights on global market leadership in electric mobility. "We are starting at exactly the right time. We are electrifying all vehicle classes, and therefore have everything we need to make the Volkswagen Group the top automaker in all respects, including electric mobility, by 2018", Prof. Dr. Martin Winterkorn, CEO of Volkswagen Aktiengesellschaft, said on the eve of the 65th International Motor Show in Frankfurt am Main.
https://tass.com/press-releases/700457
So far its been bullshit from most* of the incumbents because the boardrooms can't give up on the idea of ICE.
* Honourable mention to Hyundai and Kia who have cars on the road that can genuinely compete with Tesla. Unfortunately they can't source enough batteries to make many of them.
* And ok Nissan and BMW and co had quite good 120-mile range EVs a few years ago but thats all history now, its 200 miles or forget it from now on.
* ok yeah the Bolt was quite good but they didn't bother launching it in my country (uk) so its not on my radar, and they didn't bother trying to sell any cos they were making them at a huge loss
* ok Nissan do have a 200+ mile range Leaf now so I'll give them credit for that. There are general concerns about price and lack of battery cooling though.
BMWs CEO left recently because he did not execute quickly enough on their electric strategy squandering their initial lead.
Finally after years and years of saying it was around the corner. Lets see the price and specs. I think they still havent released those details?
BMW and Mercedes have made similar investments in all electric platforms.
What you mean is, BMW and Mercedes have made similar noises about getting really good at EVs in a few years time but so far have produced nothing of much relevance. The BMW i3 was pretty good for its time but then they disbanded the team, goodness knows what boardroom nonsense was going on there.
I don't know why it is so popular to repeat this over and over because it seems palpably ridiculous to me.
Everybody has plenty of experience with electrically powered appliances, and many if not most of them only last a few years. I'm not suggesting this is inherent, just that there is no reason to consider them simpler or necessarily more reliable.
If there were washing machines or smartphones that you could expect to last decades, then I would find the idea of EVs being super reliable more plausible.
https://www.consumerreports.org/media-room/press-releases/20...
Reliability isn't as simple as "it's an EV".
Audi e-Tron: https://www.youtube.com/watch?v=6uHlohyKLlQ
Audi e-Tron GT: https://www.youtube.com/watch?v=uvNw15W_EK8
Audi Q4 e-Tron: https://www.youtube.com/watch?v=DiwevzHsCbU
Porsche Taycan: https://www.youtube.com/watch?v=yrVkOQojN4Y
Porsche Macan: https://www.theverge.com/2019/2/26/18240862/porsche-macan-el...
VW ID.3: https://www.youtube.com/watch?v=q2Tqw9LX3QE
SEAT el-Born: https://www.youtube.com/watch?v=8ShA3l0BHGs
Skoda Vision iV: https://www.youtube.com/watch?v=-f1g9xl6W_E
VW ID Crozz: https://www.youtube.com/watch?v=J8zbuvzEA5A
VW ID Buzz: https://www.youtube.com/watch?v=TQut6ks3nSY
VW ID Roomzz: https://www.youtube.com/watch?v=BzP6NOGNIWo
The ones actually launched (e-tron only I think?) have been disappointing. The e-tron has a huge 90kwh battery and only 205 miles of range. People can make excuses for it but the reality is that is an engineering failure.
All the other MEB models that are supposed to be coming soon - all we've got is jazzy names and concept car mock ups. Yet to see production car, price or specs on any of those.
Perhaps they have some technical advance up their sleeves. But imho the chances are this big new MEB platform is 75% pr puff. There's a good chance that the things their going to actually launch will be on par with the 2016 Nissan Leaf. That's what just happened with BMWs electric Mini.
So let's talk when they announce actual dates, prices and specs. For now I'm skeptical.
You should actually watch the videos. Does that Taycan look like a mock up to you?
The VW ID.3 is not a jazzy name. They had 20,000 pre-bookings a month ago:
https://www.electrive.com/2019/06/05/vw-marks-20000-pre-orde...
> For now I'm skeptical.
It doesn't matter if you're skeptical or not. Volkswagen is not spending 80 billion euros on EVs for the fun of it:
https://www.reuters.com/article/us-volkswagen-electric-insig...
Ok the ID3 is a reasonable name, But we still don't know what this supposed flagship is going to look like. It's definitely not going to look like the pics they've released so far. But Crozz, Buzz and Roomz seem like pr names rather than actual production car names.
If they really are investing all that money I would expect a lot of delays because they'll need to actually deliver something good rather than a cop out for that amount of cash.
So let's meet back here in 12 months and see how the ID3 pans out.
The Model S overheats when doing a lap at a racetrack. It's not a performance car:
https://insideevs.com/news/323053/tesla-model-s-fails-to-lap...
https://www.youtube.com/watch?v=BfZLGIs0H14
> Ok the ID3 is a reasonable name, But we still don't know what this supposed flagship is going to look like
Of course we do. Have a look:
https://insideevs.com/news/359253/production-parts-vw-id3-st...
https://insideevs.com/news/359217/vw-id3-light-camo-rechargi...
https://insideevs.com/news/359140/video-vw-tease-id3-dashboa...
Re: the id3: there's no way it's going to look like the concept car images they have released. Unless I've missed something they are going to reveal the production version in September.
There's no need to hope. The Porsche Taycan has already done sub 8 minutes at the Nurburgring according to Mark Webber:
https://www.youtube.com/watch?v=ohHEdaRhF1k
What's the Model 3's best Nurburgring time?
> Re: the id3: there's no way it's going to look like the concept car images they have released.
Okay, you're clearly not looking at the links. Here's yet another test drive:
I am looking at the links. One of them is about a camouflaged ID3 being spotted a few days ago. Why is it camouflaged? Because the production version has not been revealed yet. Everything shown so far has been prototypes. Admittedly the prototypes have been getting a bit more realistic in styling. I like the look of it. I'm just saying, no specs yet and production version is yet to be unveiled. I hope they can come up with something better than BMW just did. And better than the e-tron they launched earlier this year.
Look at the links.
It's not meant as an excuse for the old guard, but making billions per year by selling ICEs doesn't make it easier to launch good EVs. Without Tesla, it would never happen.
While you suggest 200 miles or forget it, I suggest that 250 or near it is the absolute requirement for ENTRY level cars. Now a rental fleet, like how they do scooters, could fare well with sub 100 mile cars. Premium cars need to set their bottom level at 300 miles or more.
Remember, all these range numbers are at 100% battery capacity and mild to warm weather. Hence we should not accept less than 300 now. Tesla has been there for years and there is no excuse for any premium brand not doing the same.
As mentioned in another article, I really get the idea the BMW exec recent step down was resulting in part because of that laughable new Mini
re: 300 miles you're probably right, although things are a bit different in Europe where everything is closer together and non-Tesla charging infrastructure is generally better.
Here's an interesting article: https://www.greencarreports.com/news/1115366_opel-to-swap-am...
[The new electric Corsa] will supplant the larger Ampera-e electric car, which launched last year to great enthusiasm in some markets but has since appeared to be in very limited supply, according to numerous complaints by interested buyers.
Just 1,971 units of the Opel Ampera-e were sold throughout Europe, according to JATO Dynamics.
Look good except for the weird plastic inserts on the allow wheels.
They were around £40k or something though which ain’t cheap
I think its more down to the public. They offer EVs but most buyers stick with ICEs.
Because the Tesla sedans combine the driving experience and technological features of a nice German car with the green points of a Prius so white collar professionals buy them in droves (it's the best of both worlds so of course they do).
Basically all the other EVs are competing with economy cars and crossover mom mobiles where the competition is much stiffer and the buyers more frugal. Nobody buying a Tesla is saying "gee, I could buy an Accord and put all that money toward gas" whereas basically every Bolt and Leaf buyer is making that comparison to the Sonic and the Versa.
Tesla is hoping to sell 400,000 this year: https://www.fool.com/investing/2019/07/10/tesla-is-about-to-...
Toyota will sell over 10 million: https://www.jato.com/global-car-market-remains-stable-during...
> Or some other reason
ICE cars are a lot cheaper than EVs.
You can refute that claim in many ways, but none of them refer to current sales.
That's not really fair. You can't buy a Renault Zoe in my country (US), even though it is by most accounts a great electric car. I don't get to ignore their entire lineup, just because they don't happen to sell them here -- the world is bigger than any one particular country.
The Bolt is quite good, it's highly competitive against modern EVs, and the only reason it's sold "at loss" is because they sell out instantly, and can't make more of them fast enough to fulfill all demand -- a problem they are actively trying to fix https://electrek.co/2018/07/03/gm-increasing-chevy-bolt-ev-p...
https://www.cnbc.com/2016/11/30/gm-stands-to-lose-9000-dolla...
GM Finally Admits That Chevrolet Bolt Was Never Profitable (2019)
https://www.hotcars.com/gm-admits-bolt-not-profitable/
Thats why they didn't try very hard to sell them in the USA or anywhere else.
The parent said "so its not on my radar, and they didn't bother trying to sell any" which is true, and from my reading, fairly neutral.
I wonder what the C-suite discussions were like that led to a collaboration between rivals on this topic.
Thoughts:
-They are being hit on two major fronts simultaneously from the valley -Cost of ML/AI experts is too high for these MBAs to fathom -Risk of Waymo winning is existential -Risk of Tesla winning hurts their high margin vehicle sales
my take is that the technology is too valuable (and disruptive) to not invest at all, but so expensive and far away that it doesn't make sense for an established manufacturer to give it the full court press.
If anything, I think it's the opposite. I think they both see production ready AI and being almost here, and they don't have time to figure it out themselves.
This makes joint ventures a win/win as they reduce the risk of being left behind while significantly reducing R&D costs.
(please Tesla/Elon fans don't downvote an opinion without letting me know why you thing I am wrong and start a discussions, most of the downvotes I get are on my comments about Tesla's autopilot and Apple's hardware )
The major issue is people depending too much on the system. I think it's great that the 'autopilot nag' is much harsher than in the US (except for low speeds, in stop and go, it's flawless and nags too much here). The static object thing is an issue, yes, but it's massively overblown by people who tend not to drive a Tesla, because the driver can easily spot them (if they're paying attention) and apply corrective measures. I say this, because as of right now, Autopilot is a driving aid, not a replacement. (Yes, people have something to say about marketing, but that's a different discussion.)
To me, the biggest issues with Autopilot (as it is supposed to be used today), are phantom braking and unexpected steering inputs. These require instant correction, are completely unpredictable and have the ability to scare other drivers or even cause crashes. Also, they happen a lot. Finding static objects on a highway is much less common than just driving on a straight road while being tailgated and therefore the impact is much bigger.
Another thing is Autopilot unexpectedly disabling and the driver not being aware, because the indicator is not that clear. Sometimes it's a pleasant sound and if you don't look at the screen because you pay attention to the road, you might miss the visual indicator.
Outside of the US, the major issue is that it's being built for the US and isn't fully adapted to non-US roads and rules. The 'Emergency Lane Departure Avoidance' feature (enabled by default before every drive) caused massive issues in the Netherlands on roads that have shared bike lanes. Also, in the Netherlands we have 'rush hour lanes', which are actually the hard shoulder, which is temporarily designated as a lane, as indicated by a green arrow over the lane. Autopilot doesn't know this and wants to move over, because it thinks the lane ends.
To get back to your point, static object recognition is a small thing to overcome and is, so it seems to me, massively inflated by media that are heavily opinionated against Tesla. There's a much bigger problem in getting it working for every country and every weird situation. And there are things that humans do that I expect will be hard to pick up in an automated system. For example: spotting the driver next to you playing on the phone and passing for safety, seeing headlights reflected in a window and knowing a car is about to round a corner, etc.
> phantom braking and unexpected steering inputs. These require instant correction, are completely unpredictable and have the ability to scare other drivers or even cause crashes.
That sounds kinda scary to me. I'd rather drive a car that doesn't try to do anything smart than one with these issues.
> Also, they happen a lot.
Wow. If that's your perception as a Tesla fan, it doesn't exactly inspire me with fresh confidence.
Also, my previous car, an Opel, did the same thing because of a specific type of line marking messing with the emergency braking system. That was reproducible, but the car doesn't phone home or get updates, so it the same thing happen each time I passed a specific road. At least I know the Tesla will get better.
Why do you think so? There will be often enough stopped cars on the road to cause issues, or cement barriers, construction sites.
Do you think that having a filter that removes the objects with speed== 0 from the AI is something an safety engineer should do ? For me it looks like optimizations game developers do when your video card/CPU is not powerful enough so small objects are ignored at a larger distance.
Driver issues are a different topic, since they signed that TOS they will get all the blame for killing themselves.
IMO true self driving(without a human driver) will need more powerful hardware so no safety compromising shortcuts/optimizations are done(not even 1)
Yes, but it's one big thing. Fixing one big thing, usually, is much easier than fixing thousands of little things. My point wasn't that it's not important, it's that it's not the biggest problem, even though the (mostly uninformed) media and keyboard warriors are making it out to be, which is distracting from the actual issues.
> IMO true self driving(without a human driver) will need more powerful hardware so no safety compromising shortcuts/optimizations are done(not even 1)
Hardware 3 has only just been released and is apparently at least 10x more powerful. Give it a chance for the next couple months, anything is possible and we have to wait and see.
I agree, but in this case may mean wait for the hardware to be powerful enough to be able to handle all the inputs in real time.
>is distracting from the actual issues.
What hardware/software more important issues are you referring ? Non related to that the bigger issues is the hype IMO, I only seen bad sentiments for Tesla and uber but not for the others that self driving companies.
I personally really want self driving to be ready as soon as possible, I can't drive due to medical issues, I live about 10Km away from the city and having the mobility of a car would help me a lot(I am not exaggerating)
No robo taxis in 2020 then.
Being what I would consider a beta tester for self driving cars seems a silly risk. But, people also pay lots of money driving vintage cars without modern safety systems which seems insane to me.
It's the same story as Apple in its heydays (the two Jobs eras): they radically altered the markets for PCs, MP3 players, and smartphones, largely by realizing that they had the ability to do so.
Here's the items that need to be overcome:
1) For consumers that don't have a garage, they have to use public charging infrastructure.
2) For those who charge at home, if they do any extended driving they need to use public charging infrastructure
3) The current public charging infrastructure doesn't charge fast enough. For case 2, you can get by (sometimes) with charging at 150 miles in half an hour. Not acceptable for case 1.
4) Most importantly, battery wear and cost. Let's say a battery that costs 30K, for 300 miles range, lasts 10 years. Cost of a "fill up" (300 miles) is about $12.00 of electricity, and $60.00 of wear on the battery. Yes, the battery isn't totally worn down, but they are less useful for automotive use if the capacity is significantly lessened.
Now the larger the battery size, you can get by with charging to 80% capacity, and discharging to about 15%. This still significantly increase the longevity, but the cost structure is such that 200 mile batteries (or lower) is all you find in "affordable" electric vehicles. So for this to really take off, I believe you need a battery capacity of 500 miles, at a cost of 15k, with charging time of 300 miles range in 15 minutes. (Tesla is there on the charging time with their one example of a "1000 mph" charger, so hopefully this will be rolled out to the wider public across more manufacturers).
Battery costs have been dropping rapidly, %35 in the last year alone. Starting around 2023 they will be low enough that the sticker price for an EV will be about equal to a comparable ICE car.
Given that EV operating costs are considerably lower, and that governments around the world are pushing EV's, sales of them are going to skyrocket. The big manufacturers have recently realized this, which is why they are switching their EV programs into high gear.
If self driving cars are only equal to good human drivers in risk it is could be a fad.
Also, PR is pretty sensitive for automated cars. They can't just be statistically equal to human drivers, they have to be at least an order of magnitude better and they cannot afford to make any obvious errors that a sober human would not. Especially if it results in a fatality.
Note that the ban isn't on all cars on the road, it is all new cars. 15-20 years latter it will come to all cars when human driven cars are mostly collectors items anyway. Until then self driving cars will need to deal with humans.
https://www.ibtimes.com/tesla-domination-reportedly-cause-bm...
https://www.theverge.com/2019/7/9/20687413/bmw-electric-mini...
Probably "nobody cares about the technology anyway; we'll differentiate on branding, like always. A car is a car."
Now it's certainly possibly that sharing will reduce the number of cars sold, and electric cars may increase their lifespan. But with massive increases in usage, I don't think it'll make much of a dent.
What may affect behavior is tech that significantly lowers the cost of sharing, like Uber et al.
Ultimately I think most people will still own their own cars: it is nice to know your golf clubs are in the car just in case you can take the afternoon off. It is nice to have a change of clothes in case your kids "has an accident". It is nice to have all your reusable bags in the trunk just in case you decide to stop for groceries after work. I've started taking the bus, even though I never actually need to do those things I miss them.
https://www.statista.com/statistics/200002/international-car...
We’re going to add another 2 billion people and the world is getting richer. What do you think that will do the car sales?
[0] https://www.bloomberg.com/news/features/2019-02-28/this-is-w...
EDIT: More specifically on car sales, they do mention a decline in China: "IHS sees the biggest impact of mobility services coming in China. Auto sales there plunged 18 percent in January, an unprecedented seventh consecutive monthly decline, as commuters rapidly embraced ride-hailing."
“Researcher IHS Markit predicts the 100 million vehicle milestone will be surpassed in the next decade, but only because of growth in China, India, Russia, and other emerging markets”
China is already a much bigger car market than the US.
They are also experiencing a bit of an economic slowdown, probably cause by the trade war.
https://markets.businessinsider.com/amp/news/china-economic-...
We will have less cars, but each car will spend more time on the road. Currently most car are idle day and night in parking, being driven around 2 H/day (less for many many cars). Some families now are starting to use 1 car for the family + car sharing for everyone instead of 1 car per family member. If you combine that with self driving cars in around 10 years, the money will be made by the car makers making very reliable / sturdy cars for the driverless taxi companies.
"It's no longer worth while for us to keep up our original models, so we're turning them all off on January 1, 2021. All owners will receive a $2000 credit toward purchasing a new vehicle....".
That's how it goes when you're buying a service rather than an object (see also: DRM books, etc.).
CERTAINLY there will never be a 60-year-old Tesla. Can't legally maintain it, can't drive it without Tesla's support, and they won't.
There are people who still own fully-functional Ford Model T's from ~1910. They are over 100 years old, and they still drive them through the Memorial Day Parade every year.
Yes there will. It will sit in some rich guy's garage, hacked up to function without mothership contact, and specialty publications will publish pictures of it every few years.
I'm not sure if this is intended to be hyperbole or just extreme pessimism.
If Tesla decided to just "shut off" everyone's car for being too old, they'd be hit with a class-action lawsuit as soon as a lawyer drafted it.
At worst, they could decide to stop manufacturing parts, but even that's unlikely, as parts could still be sold for profit to people that need repairs. I know right now there's long waits for replacement parts, but that's due to production prioritizing building more cars to be delivered, not for providing replacement parts.
https://www.statista.com/statistics/666130/global-sales-of-e...
It is interesting that Tesla thinks they can compete without doing this (I'm not sure how true this statement is).
It is unlikely a partnership would provide any value to Tesla unless a legacy automaker would like to hand over their manufacturing capacity.
Supply management is a core competency for the big automakers. Do not confuse not as far along with their EV journey with incompetent at it. If things are not available in their OE bin they are good at creating the supply.
Auto manufactures are not building charging stations because that shouldn't be a core competency. Tesla being first may have been forced to build them, but as EV takes off others will get into the game. It is better for the big automakers if they have a universal charging connector and let many others worry about how to get a charging station elsewhere. It is a distraction from building cars to spend time building a charging system (one Tesla probably had to take on, but as EVs become more common others will step up to create them)
These two factors mean that many small, single-digit percentage improvements caused by better optimization and equipment integraton will yield a double-digit improvement in vehicle performance.
This is readily evident in BMW, Audi and Jaguar’s current inability to compete with Tesla on price and performance in their EVs. Add to this the growing role that software plays in cars, which is very hard to do right unless you make a very focused effort.
My strong suspicion is that a «we will build this from commodity parts» approach is obsolete for a couple of decades, until general battery pack cost & performance is multiplied from today. And for software, until someone makes the Android of automotive software, if anyone will ever have an incentive and ability (pending manufacturer cooperation) to do that.
Rather than constructing something is completely able to drive on its own with an ability to learn traffic, signage, weather, roads etc. Instead create something that relies on standards and communicates with a central authority on road information, traffic, planning etc.
It seems to me that one could make something that is a lot cheaper, a far easier to implement, a lot safer, more environmental by letting go of the ideal that the vehicle should be autonomous.
Plus you run into issues of what happens if the central server goes down, connection issues, new or changing scenery or tons of other little issues.
IMO companies working on self driving are on the right track here. That car should be able to fully self drive alongside humans without a single byte of data going in or out of the car.
A central authority can handle coordination, change of environment, safety much better than a single agent.
Human driven cars, pedestrians, bicyclists (about half of whom dart around unpredictably, ignoring other vehicles and traffic control signals), motorcycles (like bikes but faster), the weather, etc.
So, yes, much cheaper and easier to implement, but also not very useful because they won't be able to drive very many places people want to go.
Don't get me wrong, there are advantages to being able to contact a central server. Knowing where they is heavy traffic lets the car plan a less busy route. Knowing the weather is bad can let the car know to force you to stop now rather than get stuck when the road is impassable both ways.
Centrally assisted cars could benefit, but what happens when the central service is down because GCP is down? Or just a local disruption to 4G/5G services?
And much of the work of autonomous driving is safety within the human reaction time; doing it centrally is only going to increase latency.
As long as it doesn't imply "more profit" it's not something capitalism will naturally converge to.
If we were smart we'd have a single automaker offering 3 models (small city car, sedan, some kind of truck/suv) in 1 color with as few combinations of options as possible, coming out of a few gigantic fully automated factories.
Same with phones, computers, &c. Each industry is basically 10 companies inventing the wheel, perpetually, forever, spending insane amount of work, time and money on the same problems and not sharing their progress.
So a plugin hybrid makes a lot of sense from CO2 and city air quality sense, as well as from fuel savings sense. They wouldn't need a huge combustion engine or anything. I don't know why they are so rare or why they tend to have extra complicated big twin turbo combustion engines etc. As far as I know, the BMW i3 with REX (Range ExtendeR) is the only one in this category, and it hasn't been updated since 2013. For example the Huyndai Ioniq plug in hybrid has a 1.6 liter 105 kilowatt gasoline engine and a full sized gearbox. Is that necessary?
The car sales sites suck at ordering cars by the relevant feature which is pure electric range. The manufacturers have always been hopeless with their web sites. Tesla is probably the only one worth going to and that is only because they have so few models and options. With others the best option is to download the pdf:s with prices.
Let the automakers compete mostly over exterior and interior design, not power units.
That'd be a win for people, companies, and our planet.
EVs will have a true breakthrough in the marketplace when batteries will hit economies of scale and drop in price enough for the car to hit price parity with ICE. At that point, the mechanical simplicity and lower maintenance & operations costs will make EV's a no-brainer for everyone. And according to which consulting shop's learning curves you look at, that day is only 2-3 years away.
And even 600 miles isn't necessary unless you're the type to eat while driving. I much prefer to stop somewhere and eat and stretch out for a bit. That 30+ minutes should be spent plugged into a charger.
This is just standardization. If one has something sufficiently better than the standard there is an incentive to defect and use it.
No, that's not the standard for a combination in restraint of trade. Controls on monopolies and abuses thereof are not the whole of anti-trust law.
EDIT: To be clear, I'm not saying this is illegal, just that the fact that it doesn't create a monopoly is not, alone, the reason why it isn't illegal.
Also keep in mind that this companies do not compete on most of the parts of a car, many of this parts are designed,created and sold by third parties, this third parties can make products for different companies. I assume that now there is not a sufficiently large number of companies building this electric cars parts or self driving hardware and software from which the car producers can buy this parts.
Sharing with all is completely fine. Sharing with selected one (or few) looks shady to me.
Think about it like this, Ford and BMW are collaborating to make better airbags , in future both companies customers will have more safety because of this so no BMW customers should be upset that the Ford ones also got better airbags. What about the other companies though? Some are making good enough airbags in their opinion, some are buying airbags from a third party that are also good enough.
I am wondering if there is a bit of Silicon Valley jelosy that this companies won't buy SV tech that includes the latest ML buzzwords, the thing is that cars had driver assist features before SV made the autopilot cool again.
What law would it break? Why wouldn't that imaginary law also apply to, say, mobile phone manufacturers who have entered into agreements to use each other's patents without specific permission or payments?
We'll soon find out what the relative difficulty of scaling from scratch vs switching at scale truly are.
[1] https://www.zeit.de/wirtschaft/2019-07/automatisierung-volks...
Concretely they are building up joint ventures with all major manufacturers [1].
[1] https://www.reuters.com/article/us-volkswagen-electric-batte...
[2] https://i.imgur.com/AFzfS6i.png
Edit: BMW by comparison, does not seem to have a plan, has not worked towards a cultural shift towards EV, etc... Tesla might well eat their lunch for years to come...
"Volkswagen said that by 2025, it needs 150 gigawatt hours worth of battery production capacity in Europe and another 150 in Asia."
If my mortgage payment depended on view count I would definitely have a bias whether I meant it or not.
A disproportionate number of journalists come from the Upper and Upper Middle classes. They're sent to private school then study something fluffy (English, Politics, Psychology) and then go work for one of the big national papers.
They don't need to work so can spend their time promoting their causes.
I ran the numbers a while back, for a similar discussion. They've grown faster than Amazon ever did, for a decade. It's kind of astounding. No, they're not profitable - and they shouldn't be. They're about a tenth the size of a major manufacturer like Toyota or GM now. If they want to play in that league, being profitable is fiscally irresponsible. They should be squeezing every cent they can out of investors and burning cash like they need it to keep warm, because that's fueling this astounding growth.
Insisting that they be profitable or not take loans or stock sales to raise cash is a complete misunderstanding of how high growth companies work.
Call me a luddite, but I want to shift gears. I want an I6 or V8 ICE that puts out gratuitous amounts of power and, yes, NOISE. I want sharp steering feedback and beefy front rotors and stiff, aggressive suspension. I don't want a damn Chevy Bolt, I want a real freaking sports car with all the money poured into the performance, and none into comfort.
There are tons of buyers like me, too. SoCal has a huuuge car culture of guys who buy old toyotas, porsches old and new, Rx7s, miatas, BRZs and WRK STIs, old Lancer Evos. Tons of us LIKE driving. Tons of us LIKE offensively loud engines. Tons of us LIKE manually shifting. What about us? What happens when other people finally surrender their autonomy to shitty self-driving EVs?
What Ford should really do is build a mid/rear engined mustang-based sport coupe. Enough of the autonomous vehicle nonsense. It's over a decade away anyway. Let the people who like driving, drive!
This transition is not unlike the shift from film cameras to digital imaging. Film is far from dead, but the economies of scale, particularly in film-camera manufacturing have disappeared. The romance of the photographic darkroom is still alive and well.
If self-driving cars live up to the hype, in the distant future, insurance companies may charge more to insure human drivers, and carbon taxes may make ICEs slightly more expensive to operate, but otherwise, it is an open road.
From a technical perspective, nothing about EV design forbids tight suspension, responsive steering, and quick acceleration/braking. Indeed, stripping all the comfort from a car will tend to make it lighter, and electronic control is likely to permit quicker response times all around.
The only thing that an EV cannot deliver is the noise of an open pipe (without the silliness of a retrofitted speaker). I backcountry ski a lot, in areas shared with snowmobilers who love the 'BRAAP' of a barely-muffled two-stroke. I keep hoping for a competent electric snowmobile, not just for the quiet, but also so snowmobilers might glimpse the life-changing experience of being immersed in both deep powder and silence at thirty miles an hour.
Run silent, run deep. (and, well, when an F/A-18's afterburner rips the sky in half, elate, 'cause that's rad, too.)
With increasingly stringnent emissions controls, it is only a matter of time until ICEs will not be manufactured.
> From a technical perspective, nothing about EV design forbids tight suspension, responsive steering, and quick acceleration/braking.
Braking, yes. The absolutely absurd weight of EV batteries makes it hard to match braking performance of the inherently lighter ICE platform. A Tesla Model S is almost 5k lbs! That's 500 lbs more than the fat boat we call a Dodge Challenger! Compare that to a porsche 718/911.
> electronic control is likely to permit quicker response times all around.
Throttle-by-wire is already present in many ICE vehicles and does just that already. My KTM 790 duke has it, and various throttle mappings. There is little to want in quick response times in performance ICE vehicles.
> The only thing that an EV cannot deliver is the noise of an open pipe
That and shifting. Which is the whole point. People like me sometimes buy cars specifically for the soundtrack. a BMW M4 is faster than a Ford Shelby GT350 R. But the GT350R sounds worlds better, and for that reason alone, I'd buy it over the M4.
That is the crux of the issue. We want noise, and lots of it; we want shifting; and FFS, we want the ability to work on our vehicles: Something you can't really do with an EV.
There are tons of buyers like me, too. SoCal has a huuuge horse culture of guys who buy old stallions, mares old and new, donkeys, oxen teams, carriages, carts. Tons of us LIKE riding. Tons of us LIKE offensively smelly animals. Tons of us LIKE manually commanding our animal to move. What about us? What happens when other people finally surrender their autonomy to shitty oil powered machines?
What Ford should really do is build a mid/rear saddled mustang-based sport carriage. Enough of the gasoline automobile nonsense. It's over a decade away anyway. Let the people who like riding, ride!
Clearly you weren't in the Model 3 Performance. While not quick as fast as the P100DL's 2.4 second 0-60 time, it still does it in 3.2 seconds, which is only a hair off from the 565 horsepower Nissan GT-R.
> ...NOISE...offensively loud engines...
See, I actually prefer the quiet of an EV for one reason:
When I flex the acceleration of an EV, I like the stealth. Specifically, I like that it doesn't announce to every cop within a 1 mile radius that I'm gunning it.
Also, only other car guys are impressed by your noise. Everyone else rolls their eyes, especially when it's some sub-200 horsepower shitbox that isn't even flooring it. There are too many car enthusiasts that delete their muffler and then talk about how good their car sounds because they equate simply being loud with being good.
Yeah, I currently drive a Subaru BRZ. I love its handling, and shifting the gears is fun, but my next car is going to be a performance EV. Fuel economy plays a part in my choice. I considered a Nissan GT-R for my next car, but I'm only going to own 1 car, and I don't want to have something that gets 20 mpg as my daily driver.
Not impressive. My $10,500 KTM 790 Duke does 3.1s 0-60mph. Nowhere close to the fastest bike, at only 100ish horsepower. Literbikes with 200+ horsepower do low 2's, all at around $20k.
> Everyone else rolls their eyes, especially when it's some sub-200 horsepower shitbox that isn't even flooring it
Sure. Everyone thinks the honda lawnmower drivers are lame, including most every other car guy. But who was talking about shitboxes? I was talking about real performance cars (e.g. Shelby GT350R, Camaro ZL1, Corvette ZR1, BMW M cars (M4 not included - doesn't sound good), AMGs, Porsche 911, etc.)
> . I considered a Nissan GT-R for my next car, but I'm only going to own 1 car, and I don't want to have something that gets 20 mpg as my daily driver.
1. If you can afford a GT-R, why's fuel economy a sticking point? Fuel cost is miniscule compared to the cost of the car/insurance. I get not having to fuel up as often, but filling up a gas tank is an order of magnitude (or 2) faster than charging an EV. Seems like a moot point.
2. Performance EV? Soooo, a Tesla S/X P100D? There aren't even any other worthwhile EV competitors. Audi e-Tron isn't fast. Jaguar i-Pace isn't fast. Chevy Bolt and Hyundia Kona - Same slow story.
Not a fair comparison. You're talking about motorcycles.
> If you can afford a GT-R, why's fuel economy a sticking point?
Environment. Also, getting such low economy simply feels bad. I admit it doesn't make logical sense.
> Performance EV? Soooo, a Tesla S/X P100D?
I consider the Model 3 Performance to be a performance EV, and not just because it has the name "Performance" in it. As mentioned previously, 0-60 in 3.2 seconds puts it into the realm of supercars. Top speed is low for sure, but I don't really plan on taking it to a track, so I can't use top speed, but I can use the acceleration.
> There aren't even any other worthwhile EV competitors. Audi e-Tron isn't fast. Jaguar i-Pace isn't fast. Chevy Bolt and Hyundia Kona - Same slow story.
I know, and it saddens me. I'd feel much better buying a performance EV from a manufacturer with a long track record for build quality and reliability like Toyota or Honda, but none of them have announced plans.
I'd be open to the idea of a plug-in hybrid sports car, but those don't exist at a reasonable price, AFAIK.
Well, I did say, "as a motorcycle rider... it's mundane".
But fine. There's the C7 Corvette ZR1 with a 2.9-3.1s 0-60, depending on driver. Top speed of 212mph. Hell of a lot faster than the 155mph top speed of the P100. The dodge hellcat with 3.6s. Dodge demon, too. Porsche Turbo S at around 2.6s.
Admittedly, the Porsche is essentially a super car, and the ZR1 could be argued is one, too. Shelby GT350R at 3.9s. Slower, but again, ALL of those cars have a soundtrack, and you can work on them.
> I'd be open to the idea of a plug-in hybrid sports car, but those don't exist at a reasonable price, AFAIK.
I'd be open to that, too. I'm not against hybrids. I'm against purely electric vehicles. Performance cars deserve an ICE. There is literally nothing on earth or in space that will ever change my mind on this.
But for everyone of us there are dozens of Karen in HR who just wants to go to work and the store and have comfortable, easy unoffensive driving experience and that's who car companies target. Car companies don't care about enthusiasts except for maybe a few specialty models because they don't make them their money. Hell Ford makes more profit from extending credit to people than actually selling the cars.
Word of advice I've been giving to my car buddies is grab whatever car/bike you want at this point and hold on to it like grim death cause the used car markets going to go nowhere but up especially for pre OBD cars as more get junked and the cars made with planned obsolescence cant be really resold because they need $5k of sensors replaced, gas might be going away in the future but we can embrace things like Ethanol (objectively a better fuel than gas anyways and carbon neutral) and keep them driving well into the future.