GM News: GM & Netflix Partner to Show Case EVs on TV

[David]

2021 GM launched the "Everybody In" campaign, showing the intent of leading an all-electric future, inviting others to join the movement.

Society has an increasing excitement about EVs and an all-electric future. Entertainment has a huge impact on this and with that understanding, Netflix has teamed up with GM Marketing to tell the compelling story via Netflix TV and Movie shows.

GM Global Chief of Marketing Officer Deborah Wahl has this to say: 

“Netflix is a great partner because of the company’s compelling storytelling, commitment to sustainability and track record of sparking conversations that shape cultural trends. We are united in creating a better, more sustainable future for our world as we bring everybody in on EVs.”

GM is working with the Netflix content creators in helping to complement and enhance the stories Netflix tells on their streaming service. GM and Netflix has agreed to showcase the Chevrolet Bolt EUV, GMC Hummer EV Pickup and Cadillac LYRIQ in upcoming shows and films, including Love is Blind, Queer Eye, and Unstable.

Netflix chief Marketing officer Marian Lee has this to say: 

“At Netflix, we create shows and films that can influence culture and spark meaningful conversations," "From the TikTok dance trends inspired by Wednesday to thoughtful discussions about climate change with Don’t Look Up, we know that entertainment can drive fandom and inspire connections. GM is a cultural leader in the auto industry and we are proud to partner with them in their efforts by amplifying the presence of electric vehicles in our shows and films."

As part of the rollout for this strategic alliance, a commercial that presents both companies’ commitment to a more sustainable future will air during the big game on Sunday, Feb. 12. Fans will see Will Ferrell enter the world of some of the biggest Netflix shows and films including Army of the Dead, Squid Game, and more. The creative showcases how EVs will show up on screen, while highlighting the wide range of EVs GM plans to offer. More information about Netflix and GM’s joint efforts is available at gm.com/netflix.

 

 

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[smk4565]

GM needs to spend more time building EVs and less money on advertising them.  They spend millions of dollars on EV ads every month and they sold like 200 combined Lyriq and Hummers last quarter.  I think people see these EV ads and just go buy a Tesla.

[David]

38 minutes ago, smk4565 said:

GM needs to spend more time building EVs and less money on advertising them.  They spend millions of dollars on EV ads every month and they sold like 200 combined Lyriq and Hummers last quarter.  I think people see these EV ads and just go buy a Tesla.

Maybe if Mercedes actually advertised their EVs, talked about the benefits they could have the 10's of thousands of backlog EVs on order that GM has and the money to spend to build battery cell plants which are coming online now in support of all the EV models GM is rolling out this year unlike the limited production of EVs and small battery plant Mercedes has here that will continue to limit their production.

GM is and has built desire, no different than Tesla which interesting is struggling to get sales as they no longer have months, years of backlog orders. They are actually delivering what they already built sitting on lots within a week, up to 4 weeks if you order. 

The old saying, it takes money to make money and you of all people like many here including myself have bitched about GM not Marketing their auto's to drive sales and now you want to flip the slow ramp of high end EVs as a problem. 

Let's take a look at the 2022 EV numbers for GM.

Year-to-date results:

• Cadillac (Lyriq): 122 (new)
• Chevrolet (Bolt EV/EUV): 38,120 (up 54% year-over-year)
• GMC (Hummer EV Pickup): 854 (up from one a year ago)
• Total: 39,096 (up 57%) and 1.7% share of GM's volume

General Motors "plans to build on this momentum in North America in 2023, growing EV market share with nine EV models on sale".

 

The list of models will include:

• Cadillac Lyriq (ramp-up)
• Chevrolet Blazer EV (Summer 2023)
• Chevrolet Bolt EV/Bolt EUV (production increase to over 70,000/year)
• Chevrolet Equinox EV (Fall 2023)
• Chevrolet Silverado EV (Spring 2023)
• GMC Hummer EV Pickup (ramp-up)
• GMC Hummer EV SUV (mid-2023)
• BrightDrop Zevo 600 (ramp-up)
• BrightDrop Zevo 400 (launch in 2023)

By 2025, the company would like to increase BEV sales in North America to 1 million annually (about 250,000 per quarter).

Now let's compare to Mercedes for 2022.

Mercedes-Benz EQ sales in the US:

• Mercedes-Benz EQB - 933 (new)
• Mercedes-Benz EQE - 384 (new)
• Mercedes-Benz EQS - 4,339 (up 879%)
  compared to 4,551 S-Class (ICE)
• Mercedes-Benz EQS SUV - N/A (new)
• Total EQ: 5,656 (up 1,177%) and 6.4% share

So GM sold 39,096 EVs for 2022 and Mercedes sold 5,656 EVs for 2022.

GM marketing is working, Mercedes needs to wake up and pay attention to the market.

[smk4565]

1 hour ago, David said:

Maybe if Mercedes actually advertised their EVs, talked about the benefits they could have the 10's of thousands of backlog EVs on order that GM has and the money to spend to build battery cell plants which are coming online now in support of all the EV models GM is rolling out this year unlike the limited production of EVs and small battery plant Mercedes has here that will continue to limit their production.

GM is and has built desire, no different than Tesla which interesting is struggling to get sales as they no longer have months, years of backlog orders. They are actually delivering what they already built sitting on lots within a week, up to 4 weeks if you order. 

The old saying, it takes money to make money and you of all people like many here including myself have bitched about GM not Marketing their auto's to drive sales and now you want to flip the slow ramp of high end EVs as a problem. 

Let's take a look at the 2022 EV numbers for GM.

Year-to-date results:

• Cadillac (Lyriq): 122 (new)
• Chevrolet (Bolt EV/EUV): 38,120 (up 54% year-over-year)
• GMC (Hummer EV Pickup): 854 (up from one a year ago)
• Total: 39,096 (up 57%) and 1.7% share of GM's volume

General Motors "plans to build on this momentum in North America in 2023, growing EV market share with nine EV models on sale".

 

The list of models will include:

• Cadillac Lyriq (ramp-up)
• Chevrolet Blazer EV (Summer 2023)
• Chevrolet Bolt EV/Bolt EUV (production increase to over 70,000/year)
• Chevrolet Equinox EV (Fall 2023)
• Chevrolet Silverado EV (Spring 2023)
• GMC Hummer EV Pickup (ramp-up)
• GMC Hummer EV SUV (mid-2023)
• BrightDrop Zevo 600 (ramp-up)
• BrightDrop Zevo 400 (launch in 2023)

By 2025, the company would like to increase BEV sales in North America to 1 million annually (about 250,000 per quarter).

Now let's compare to Mercedes for 2022.

Mercedes-Benz EQ sales in the US:

• Mercedes-Benz EQB - 933 (new)
• Mercedes-Benz EQE - 384 (new)
• Mercedes-Benz EQS - 4,339 (up 879%)
  compared to 4,551 S-Class (ICE)
• Mercedes-Benz EQS SUV - N/A (new)
• Total EQ: 5,656 (up 1,177%) and 6.4% share

So GM sold 39,096 EVs for 2022 and Mercedes sold 5,656 EVs for 2022.

GM marketing is working, Mercedes needs to wake up and pay attention to the market.

First off the Bolt is like 1/3rd or 1/4th the cost of a Mercedes EV, not even in the same market.   Also GM's volume in the USA is like 8 times more than Mercedes, they should be selling 8 times as many EV's.  A better comparison would be Cadillac vs Mercedes, then you are talking 122 to 5,656.  Mercedes is ramping up pretty quickly, a year ago the EQS just went on sale, now they have 4 EV models, all of which are in dealer inventory and the EQE SUV is coming this spring.  5 EV's is a pretty big line up compared to 1 at Jaguar, 1 at Lexus, 1 at Cadillac, 0 at Lincoln, Infiniti, Genesis, Acura.

[David]

16 minutes ago, smk4565 said:

First off the Bolt is like 1/3rd or 1/4th the cost of a Mercedes EV, not even in the same market.   Also GM's volume in the USA is like 8 times more than Mercedes, they should be selling 8 times as many EV's.  A better comparison would be Cadillac vs Mercedes, then you are talking 122 to 5,656.  Mercedes is ramping up pretty quickly, a year ago the EQS just went on sale, now they have 4 EV models, all of which are in dealer inventory and the EQE SUV is coming this spring.  5 EV's is a pretty big line up compared to 1 at Jaguar, 1 at Lexus, 1 at Cadillac, 0 at Lincoln, Infiniti, Genesis, Acura.

Moving the goal post again as your favorite brand is not doing well. EQB is a bottom dweller EV and sold 933 compared to Bolt 38,120. Try again McFly. 

Mercedes is NOT a Luxury only brand like Cadillac but a verified true Toyota, Chevrolet, Ford brand that covers all levels of Auto sales. Yes the EQS is a luxury level to compete with Cadillac.

Mercedes EQS sales = 4339 for 12 months.

Cadillac LYRIQ sales = 122 for 1 month.

Mercedes-Benz EQS Sales Figures | US Car Sales Figure (carfigures.com)

Per this web site that tracks sales, EQS had 3 months of ramping up production with sales in 2021 and only sold 443. If you take one month of LYRIQ sales, 366 which is pretty much on par with the EQS ramp up production and sales. To most people this is an Apple to Apple comparison.

[smk4565]

1 hour ago, David said:

Moving the goal post again as your favorite brand is not doing well. EQB is a bottom dweller EV and sold 933 compared to Bolt 38,120. Try again McFly. 

Mercedes is NOT a Luxury only brand like Cadillac but a verified true Toyota, Chevrolet, Ford brand that covers all levels of Auto sales. Yes the EQS is a luxury level to compete with Cadillac.

Mercedes EQS sales = 4339 for 12 months.

Cadillac LYRIQ sales = 122 for 1 month.

Mercedes-Benz EQS Sales Figures | US Car Sales Figure (carfigures.com)

Per this web site that tracks sales, EQS had 3 months of ramping up production with sales in 2021 and only sold 443. If you take one month of LYRIQ sales, 366 which is pretty much on par with the EQS ramp up production and sales. To most people this is an Apple to Apple comparison.

The EQB bottom dweller costs more than every Cadillac except the Lyric and Escalade.  

122 Lyrics is for all of 2022.  They sold 86 in Q4, less than 1 per calendar day.

Inside EV's

Also a base, no option A220 is $35,000 with destination.  There are a whole lot of Toyota, Ford, Chevy vehicles under $35,000.  And that is a 2022 A-class price, I don't even think they are doing a 2023 in the US market, I read they were killing it off, but it still shows on their website.  The cheapest Mercedes at the dealer near me is $44,000 for a GLA, pretty sure that isn't the case at a Ford or Chevy dealer.

I think 4339 EQS sales makes it the #2 selling full size luxury sedan in the USA, that's actually a big number when you compare it to A8 or 7-series.   

[oldshurst442]

@smk4565

GM has learned a very valuable lesson...  

Cadillac is NOT phoquing around with their image anymore.   You may NOT believe that Cadillac is serious about being legit.  fair enough as it took them long enough to stop jerking around...   But this time its truly legit.

 

https://www.thedrive.com/news/gm-has-delivered-more-cadillac-lyriqs-in-january-2023-than-in-all-of-2022

This slow trickle of deliveries is not because of a lack of production, to be clear. As GM Authority previously reported, the Detroit automaker actually built 8,195 Lyriqs in 2022. The slow rate of deliveries is because GM allegedly wants to be sure that the vehicles, which were developed much faster than usual, don't have any widespread issues. That's part of the reason why the company ran its "Cadillac Lyriq Ambassador Program," which tracked the behavior of a small number of new buyers to evaluate early builds. This was done with the owners' permission, of course, and they received a discount on their electric vehicle as compensation.

 

The production will be ramped up in 2023.   There is a STRONG demand for the Lyriq.   The Lyriq has sold out for 2023.  Orders now are going to be delivered in 2024.   The Jalopnik site says that Cadillac has got 21 000 sure orders but the interest for the vehicle is 250 000.  Cadillac wants to convert 10% of that...so 25 000.  Like I said...Jalopnik reports that Cadillac has 21 000 FIRM orders.  But the Jalopnik article was written in June 2022.   Cadillac is ramping up production and Cadillac has NOT specified the amount of production that the Lyriq will actually achieve.  Maybe 20 000 untis will be delivered, maybe 200 000.  We will have to wait and see what will happen and THIS time next year we will know... 

 

https://jalopnik.com/the-2023-cadillac-lyriq-is-sold-out-1849098857#:~:text=If you want to buy,to wait for the 2024.&text=We may earn a commission from links on this page.,-The 2023 Cadillac&text=It's official%2C the 2023 Cadillac,you're out of luck.

The company has not revealed how many pre-orders it received for the Lyriq, but Automotive News reports that “about 250,000 people have expressed interest, with 21,000 so-called hot leads.”

 

 

But 38 000 units sold for the Bolt, a last generation tech EV that has been introduced in 2017 that was deemed as a compliance EV that was too small, too ugly, too shytty to be a competitor to a Tesla is STILL selling in impressive numbers is not bad. Not bad at all..  The Bolt EV and EUV will be discontinued as SOON as the Ultium Chevys come rolling down.  Again...not sure if regular people know this, but you and I DO know this because we follow car news.  Ill repeat...38 000 units sold for a compliance, old tech EV is just icing on the cake for GM until the Ultium platform kicks in.  Which is this year and full on 2024.   Remember, GM's plan to cease and desist on ICE does NOT really kick in until 2030...   GM got time.   

OH...you know that GM did announce an 850 million dollar next gen V8 investment.  

GM has got money to secure another generation of V8 pick-up trucks JUST in case the Ultium platform is not up to the task for pick-up truck duty...    YOU read something negative in that...   But I read that as  GM has got deep coffers right about now and has enough money to NOT shoot themselves in the foot by NOT going all in, in EVs and forgetting that there is a cash cow market in the full sized pick up trucks.  And...maybe...even IF the ultium platform COULD do pick-up truck duty, who says that the pick up truck freaks would WANT to buy a full sized EV?  The SMART thing to do is to cater to the cash cow V8 pick up truck hillbillies for another generation.   ICE vehicles arent banned and arent GOING to be banned in Texas or in Alberta anytime soon...  

 

[David]

@oldshurst442 I agree with what you posted above. Add onto this that Mary is not only looking long term for EVs, but also hedging her bets to ensure they have current tech in their ICE full size Trucks and SUVs for the next decade plus. 

FYI to Everyone

I posted about this but GM has now in random comments stated they will continue to move forward with the high end of their EV autos being on pouch and the lower cost EVs being on cylinder.  They will continue to access all formats for what works best depending on the auto segment.

The fact that a couple of startups have proven their tech for Solid-State cells using the cylinder format tends to make sense that it will transfer over sooner to solid-state mass production than pouch. Yet the density of Pouch is clear over Cylinder. So I see a future for both formats in battery production.

[oldshurst442]

6 minutes ago, David said:

I posted about this but GM has now in random comments stated they will continue to move forward with the high end of their EV autos being on pouch and the lower cost EVs being on cylinder.  They will continue to access all formats for what works best depending on the auto segment.

The fact that a couple of startups have proven their tech for Solid-State cells using the cylinder format tends to make sense that it will transfer over sooner to solid-state mass production than pouch. Yet the density of Pouch is clear over Cylinder. So I see a future for both formats in battery production.

 Intersesting tier GM will have set-up.  Pouch for the upper level, to achieve higher ranges to differentiate with the lower cost EVs on cylinder.   And...economies of scale for cylinder production so if and WHEN solid state becomes legit, transition to solid state with cylinder format could be achieved.  best of both worlds to not only compete with Tesla, but SURPASS Tesla in monies saved, transition to solid state AND to achieve greater ranges for now as Tesla will be using the cylinder battery.    Interesting indeed...  

 

[David]

2 minutes ago, oldshurst442 said:

 Intersesting tier GM will have set-up.  Pouch for the upper level, to achieve higher ranges to differentiate with the lower cost EVs on cylinder.   And...economies of scale for cylinder production so if and WHEN solid state becomes legit, transition to solid state with cylinder format could be achieved.  best of both worlds to not only compete with Tesla, but SURPASS Tesla in monies saved, transition to solid state AND to achieve greater ranges for now as Tesla will be using the cylinder battery.    Interesting indeed...  

 

To me this totally makes sense that for the full-size Pickups / SUVs plus luxury level Cadillac that the pouch with long range would be used and then for economy of scale, you have the Chevrolet / Buick on Cylinder. 

We know that the first Chevrolet Equinox EV will be on the pouch, but I suspect that they will transition fast to Cylinder for those products. Course all things could change as the other two battery plants come online and costs drop for pouch production.

I totally agree that a mix of using both formats make sense based on the segment / price they need to achieve. 

The GM/LG plants are full capacity will each produce 50 GWh of battery cells, 150 GWH of cells by the end of 2023.

Tesla will have 100 GWh of battery cell production in the U.S. by the end of 2023.

Mercedes will have 2 plants, Plant 1 producing 9.8 GWh for the current EQ products they have and Plant 2 producing 11.7 GWh for a total of 21.5 GWh at the end of 2023.

Ford will have their blue oval campus online by the end of 2023 with two plants, Plant1 producing 43 GWh and Plant2 producing 86 GWh, plus their current plant that will be at 60 GWh for a total of 189 GWh at the end of 2023.

BMW will have 2 plants of 20 GWh up and running full production by the end of 2023 in North America, 40 GWh total.

Hyundai/Kia have two plants that will be at full production with a total of 20 GWh by the end of 2023. Yet they have committed to the State of Georgia and are moving forward with the building to have 3 more plants online by the end of 2024 producing 90 GWh total or 30 GWh per plant.

End result is that GM and Ford are clearly looking to surpass Tesla and as for the European auto companies, they have much work ahead of them if they want to catch up and compete.

[smk4565]

6 hours ago, oldshurst442 said:

@smk4565

GM has learned a very valuable lesson...  

Cadillac is NOT phoquing around with their image anymore.   You may NOT believe that Cadillac is serious about being legit.  fair enough as it took them long enough to stop jerking around...   But this time its truly legit.

 

https://www.thedrive.com/news/gm-has-delivered-more-cadillac-lyriqs-in-january-2023-than-in-all-of-2022

This slow trickle of deliveries is not because of a lack of production, to be clear. As GM Authority previously reported, the Detroit automaker actually built 8,195 Lyriqs in 2022. The slow rate of deliveries is because GM allegedly wants to be sure that the vehicles, which were developed much faster than usual, don't have any widespread issues. That's part of the reason why the company ran its "Cadillac Lyriq Ambassador Program," which tracked the behavior of a small number of new buyers to evaluate early builds. This was done with the owners' permission, of course, and they received a discount on their electric vehicle as compensation.

 

The production will be ramped up in 2023.   There is a STRONG demand for the Lyriq.   The Lyriq has sold out for 2023.  Orders now are going to be delivered in 2024.   The Jalopnik site says that Cadillac has got 21 000 sure orders but the interest for the vehicle is 250 000.  Cadillac wants to convert 10% of that...so 25 000.  Like I said...Jalopnik reports that Cadillac has 21 000 FIRM orders.  But the Jalopnik article was written in June 2022.   Cadillac is ramping up production and Cadillac has NOT specified the amount of production that the Lyriq will actually achieve.  Maybe 20 000 untis will be delivered, maybe 200 000.  We will have to wait and see what will happen and THIS time next year we will know... 

 

https://jalopnik.com/the-2023-cadillac-lyriq-is-sold-out-1849098857#:~:text=If you want to buy,to wait for the 2024.&text=We may earn a commission from links on this page.,-The 2023 Cadillac&text=It's official%2C the 2023 Cadillac,you're out of luck.

The company has not revealed how many pre-orders it received for the Lyriq, but Automotive News reports that “about 250,000 people have expressed interest, with 21,000 so-called hot leads.”

 

 

But 38 000 units sold for the Bolt, a last generation tech EV that has been introduced in 2017 that was deemed as a compliance EV that was too small, too ugly, too shytty to be a competitor to a Tesla is STILL selling in impressive numbers is not bad. Not bad at all..  The Bolt EV and EUV will be discontinued as SOON as the Ultium Chevys come rolling down.  Again...not sure if regular people know this, but you and I DO know this because we follow car news.  Ill repeat...38 000 units sold for a compliance, old tech EV is just icing on the cake for GM until the Ultium platform kicks in.  Which is this year and full on 2024.   Remember, GM's plan to cease and desist on ICE does NOT really kick in until 2030...   GM got time.   

OH...you know that GM did announce an 850 million dollar next gen V8 investment.  

GM has got money to secure another generation of V8 pick-up trucks JUST in case the Ultium platform is not up to the task for pick-up truck duty...    YOU read something negative in that...   But I read that as  GM has got deep coffers right about now and has enough money to NOT shoot themselves in the foot by NOT going all in, in EVs and forgetting that there is a cash cow market in the full sized pick up trucks.  And...maybe...even IF the ultium platform COULD do pick-up truck duty, who says that the pick up truck freaks would WANT to buy a full sized EV?  The SMART thing to do is to cater to the cash cow V8 pick up truck hillbillies for another generation.   ICE vehicles arent banned and arent GOING to be banned in Texas or in Alberta anytime soon...  

 

21,000 Lyrics for a year sounds reasonable for Cadillac volume, Lexus sells like 125,000 RX's a year and that has been the best selling luxury SUV for a while (although the Model Y might beat that now).  So I think 250,000 is not realistic considering that would be like 4 times the volume of an X5 or GLE, double the RX, etc.  And the luxury SUV market is only so big, especially with rising interest rates and maybe a slowing economy.  

But let's say Cadillac really did have 250,000 people that want a Lyric, if they can only build 25,000 a year, then 225,000 people are going to another brand to buy their car.  That is my issue with GM's EV's.  I think the Bolt is the best new car deal in America if you can get federal and state tax breaks and get one for under $20k, how can you beat a new car with warranty for under $20k that also is cheaper on energy/fuel and maintenance than an a ICE car.  On dollars, that is the best car deal there is.  And The other GM EV's seem to have good value too.  The problem is they aren't on dealer lots.  I checked the inventory of Audi, BMW and Mercedes dealers near me, all of them have EV's on the lot.  You can go to the dealer today and drive home in an EV, none of this order and wait 6 months crap.  

The only way anyone stops Tesla's crazy momentum is to have these EV's on lots ready to go.  And on the production side you have to match their cost, but from the consumer side, the cars have to be available.  

[smk4565]

5 hours ago, David said:

To me this totally makes sense that for the full-size Pickups / SUVs plus luxury level Cadillac that the pouch with long range would be used and then for economy of scale, you have the Chevrolet / Buick on Cylinder. 

We know that the first Chevrolet Equinox EV will be on the pouch, but I suspect that they will transition fast to Cylinder for those products. Course all things could change as the other two battery plants come online and costs drop for pouch production.

I totally agree that a mix of using both formats make sense based on the segment / price they need to achieve. 

The GM/LG plants are full capacity will each produce 50 GWh of battery cells, 150 GWH of cells by the end of 2023.

Tesla will have 100 GWh of battery cell production in the U.S. by the end of 2023.

Mercedes will have 2 plants, Plant 1 producing 9.8 GWh for the current EQ products they have and Plant 2 producing 11.7 GWh for a total of 21.5 GWh at the end of 2023.

Ford will have their blue oval campus online by the end of 2023 with two plants, Plant1 producing 43 GWh and Plant2 producing 86 GWh, plus their current plant that will be at 60 GWh for a total of 189 GWh at the end of 2023.

BMW will have 2 plants of 20 GWh up and running full production by the end of 2023 in North America, 40 GWh total.

Hyundai/Kia have two plants that will be at full production with a total of 20 GWh by the end of 2023. Yet they have committed to the State of Georgia and are moving forward with the building to have 3 more plants online by the end of 2024 producing 90 GWh total or 30 GWh per plant.

End result is that GM and Ford are clearly looking to surpass Tesla and as for the European auto companies, they have much work ahead of them if they want to catch up and compete.

GM is forecasting to build 170,000 EV's in 2023 and 285,000 in 2024.  Ford says by end of 2023 they will be at a 600,000 per year run rate, so we can assume 2024 they sell that many.

Tesla is forecasting 1.8 million EV's this year, obviously will be well over 2 million in 2024.  They are still way far ahead.

[David]

5 minutes ago, smk4565 said:

21,000 Lyrics for a year sounds reasonable for Cadillac volume, Lexus sells like 125,000 RX's a year and that has been the best selling luxury SUV for a while (although the Model Y might beat that now).  So I think 250,000 is not realistic considering that would be like 4 times the volume of an X5 or GLE, double the RX, etc.  And the luxury SUV market is only so big, especially with rising interest rates and maybe a slowing economy.  

But let's say Cadillac really did have 250,000 people that want a Lyric, if they can only build 25,000 a year, then 225,000 people are going to another brand to buy their car.  That is my issue with GM's EV's.  I think the Bolt is the best new car deal in America if you can get federal and state tax breaks and get one for under $20k, how can you beat a new car with warranty for under $20k that also is cheaper on energy/fuel and maintenance than an a ICE car.  On dollars, that is the best car deal there is.  And The other GM EV's seem to have good value too.  The problem is they aren't on dealer lots.  I checked the inventory of Audi, BMW and Mercedes dealers near me, all of them have EV's on the lot.  You can go to the dealer today and drive home in an EV, none of this order and wait 6 months crap.  

The only way anyone stops Tesla's crazy momentum is to have these EV's on lots ready to go.  And on the production side you have to match their cost, but from the consumer side, the cars have to be available.  

First the LYRIQ is sold out through 2024, clearly far more demand than BMW or Mercedes if they have them sitting on the lot.

Secondly, you have your location listed at Pittsburgh, so a simple search using 15203 zip code and a 50 mile radius shows 19 2023 Bolt EV/EUV on the lots.

I also checked for any 2022 left over units and nothing. Yet this shows that you can go and buy a Chevrolet EV today on the lot.

Thirdly, checking on your German Inventory shows BMW has ZERO EVs sitting on their lots.

Mercedes has a few, but that is not allot and if they are so superior, then why are they not sold out. Could it be that a inferior product built on 400V rather than industry standard 800V system along with a terrible style that the press worldwide has ridiculed Mercedes for along with a true lack of commitment to EVs and the technology?

Lack of battery production by Mercedes shows their lack of commitment.

[David]

9 minutes ago, smk4565 said:

GM is forecasting to build 170,000 EV's in 2023 and 285,000 in 2024.  Ford says by end of 2023 they will be at a 600,000 per year run rate, so we can assume 2024 they sell that many.

Tesla is forecasting 1.8 million EV's this year, obviously will be well over 2 million in 2024.  They are still way far ahead.

Way to compare apples to oranges. Yes, Tesla is forecasting 1.8 million in 2023 for GLOBAL Sales. Let's stick to an Apple-to-Apple Comparison of Sales for the U.S. market.

Tesla had 536,069 sales in the U.S. for 2022 of all models.

Tesla Sales Figures - US Market | GCBC (goodcarbadcar.net)

Tesla has had plenty of years to ramp up and yet due to the IDIOT leadership of Musk, they took the hard way to build auto's instead of learning the best from existing OEMs on how to produce auto's and still they think it is great to buck the trend and build piss poor quality fit n finish autos even today.

Tesla 3 started production in mid 2017, Tesla Y joined in January 2020 and yet ramping production has been a slow boat to China compared to what GM has done in only a couple of years and as you stated are forecasting to build 170,000 EVs in 2023.

Five years to get to half a million autos and GM and Ford are both on track to have that in half that time and surpass Tesla Globally by 2025.

[smk4565]

1 hour ago, David said:

First the LYRIQ is sold out through 2024, clearly far more demand than BMW or Mercedes if they have them sitting on the lot.

Secondly, you have your location listed at Pittsburgh, so a simple search using 15203 zip code and a 50 mile radius shows 19 2023 Bolt EV/EUV on the lots.

I also checked for any 2022 left over units and nothing. Yet this shows that you can go and buy a Chevrolet EV today on the lot.

Thirdly, checking on your German Inventory shows BMW has ZERO EVs sitting on their lots.

Mercedes has a few, but that is not allot and if they are so superior, then why are they not sold out. Could it be that a inferior product built on 400V rather than industry standard 800V system along with a terrible style that the press worldwide has ridiculed Mercedes for along with a true lack of commitment to EVs and the technology?

Lack of battery production by Mercedes shows their lack of commitment.

Cadillac is sold out for 2024 because they have no capacity.  Not because demand is so high.  They are selling less than 1 Lyric per day, of course there is a 2 year back log.  GM is losing plenty of potential customers because the car isn't available.  Businesses don't make money on reservations and orders, they make it on selling cars.

 

Rahal Mercedes has 15 EV's on lot

Fletcher Jones Mercedes which is the largest in the nation has 15 on lot

They don't need to talk about orders and how many they might sell in 2024, this product is available today to buy.

And there aren't many Bolts on the lot, I bet those Chevy dealers average 25 Equinoxes and 50 Silverados in inventory and yet there is 1 Bolt.  A Chevy dealer should have like 10-15 Bolts easily and really that's a car that should be selling at Hyundai Elantra levels at least, maybe not Civic/Corolla level due to name recognition and reputation but still an entry level car at a volume brand like Chevy should be doing 150,000 easily.  They sold more Cruzes than that and that car was junk.

[David]

1 hour ago, smk4565 said:

Cadillac is sold out for 2024 because they have no capacity.  Not because demand is so high.  They are selling less than 1 Lyric per day, of course there is a 2 year back log.  GM is losing plenty of potential customers because the car isn't available.  Businesses don't make money on reservations and orders, they make it on selling cars.

 

Rahal Mercedes has 15 EV's on lot

Fletcher Jones Mercedes which is the largest in the nation has 15 on lot

They don't need to talk about orders and how many they might sell in 2024, this product is available today to buy.

And there aren't many Bolts on the lot, I bet those Chevy dealers average 25 Equinoxes and 50 Silverados in inventory and yet there is 1 Bolt.  A Chevy dealer should have like 10-15 Bolts easily and really that's a car that should be selling at Hyundai Elantra levels at least, maybe not Civic/Corolla level due to name recognition and reputation but still an entry level car at a volume brand like Chevy should be doing 150,000 easily.  They sold more Cruzes than that and that car was junk.

Your Jealous that everyone else is actually selling their autos and GM is ramping up production of the LYRIQ, just started Month 3 of production and here is the 17th month of Mercedes EV Production and clearly the product is not selling as they have them sitting around.

That is a failure of product design and marketing. You just proved how bad Mercedes products are when they are siting around on the lot in small quantities and yet even they are not selling. 

Plus I have to LAUGH at you pulling up a Newport Beach California dealership in addition to a lone PA state one that has quantities Cause none of the other dealers around Pittsburg had any other than the few that I posted. 

Interesting that you go with a town in your home state that has an average income of $88K compared to Pittsburgh with an average income of $50K. Explains allot of why the dealers around Pittsburg do not have EVs, they do not have the income to support them. Barely enough income to support the entry level Mercedes.

[smk4565]

2 hours ago, David said:

Your Jealous that everyone else is actually selling their autos and GM is ramping up production of the LYRIQ, just started Month 3 of production and here is the 17th month of Mercedes EV Production and clearly the product is not selling as they have them sitting around.

That is a failure of product design and marketing. You just proved how bad Mercedes products are when they are siting around on the lot in small quantities and yet even they are not selling. 

Plus I have to LAUGH at you pulling up a Newport Beach California dealership in addition to a lone PA state one that has quantities Cause none of the other dealers around Pittsburg had any other than the few that I posted. 

Interesting that you go with a town in your home state that has an average income of $88K compared to Pittsburgh with an average income of $50K. Explains allot of why the dealers around Pittsburg do not have EVs, they do not have the income to support them. Barely enough income to support the entry level Mercedes.

All 4 Mercedes EVs each outsell the Lyric right now.  I don’t like the EQS or EQE, I think the ICE cars look better and I’d buy the ICE version but at least they give the customer a choice, both are available at dealerships.

 And they do sell them , this is how car sales are supposed to work, dealers get cars, then they sell them.  Then they get more cars in and sell those.  This idea of dealers with no inventory and place an order online and  get it in a 6 months or a year is not sustainable for a company, especially legacy OEMs who are built on volume.  
 

There are only 3 Mercedes dealers in the Pittsburgh area and Bobby Rahal owns 2 of them.  Wexford has 15 EV’s and Pittsburgh has 7 but they have half the total inventory there since it is in the city.

[David]

GM's Netflix site is pretty cool.

General Motors & Netflix Team Up for an All-Electric Future (gm.com)