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smk4565

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Everything posted by smk4565

  1. smk4565
    I don't think they care about losing investment in red states, they want to cut medicaid to people in red states. They can just say the tariffs will bring back manufacturing and use that as the excuse. I think the Chinese car companies can set up factories in India or Mexico or Africa and get the same 25% tariff that Toyota, Ford, GM, etc are paying and then it is probably game over. I think the 400 volt vs 800 volt matters less for Tesla as having dated designs and bland interiors will. Tesla was the hot new item for a while, but their product is kind of stale and everyone else has fresher product. Then there is the Elon issue, I saw a Tesla today with a No Elon sticker on it, I imagine a massive amount of their current owner base isn't going to buy another. A couple years ago Tesla had like 70% owner loyalty, if that swings the other way to 70% leave, I don't see how they ever grow.
  2. smk4565
    Agreed. If this is $30k or even low $30s, and maybe a FWD only follows later for $29,995 this pretty much kills Tesla's sub $30k model they hyped up but will never come out. Especially if GM brings back a Chevy Bolt for $30k. Although if the tax credit goes away next year, then the CHR at $32,500 is way less appealing than $25,000. And if they do take the tax credit away, I wonder how long before the low cost Chinese EV's show up and just take over the market.
  3. smk4565
    If pricing stays the same as 2025, this would probably sell well. This is probably the 2nd fastest Toyota after the Supra which really is a BMW anyway.
  4. smk4565
    Mini and Rolls is probably 30k units a year. Land Rover is the most since Jaguar is near zero at this point. It could create a weird race for BMW to push out a year's worth of Mini's in Q1 to try to beat Land Rover to get the lower tariff.
  5. smk4565
    First 100,000 total cars or first 100,000 per manufacturer? Still 10% is higher than the old 2.5% so prices will go up, from before. And if this is foreshadowing, are they going to put a 10% tariff on the first 100k cars from Mexico and Canada? And it used to be 0, so no matter what, the 2026 car prices are going way up.
  6. smk4565
    Ford Maverick, Bronco Sport and Mach-E prices all went up $1100-2000 today. The 2025 Maverick is now $5000 more than a 2024 Maverick. That's a 20% increase in 1 year.
  7. smk4565
    Raising the gas tax also hits low income people the worst. Although if they are going to make the EV fee a thing then they should raise gas taxes also to balance it. They can let the 2017 tax cut expire, that will create a trillion dollars and do a lot more than trying to discourage EV purchases with a $250 annual fee.
  8. smk4565
    I could see maybe if they add a $250 federal tax on all new car purchases as a 1 time fee. But to charge it every year is both a ripoff and unfair. Fast forward 20 years and 90% of cars might be EV, so the fund roads through gas tax will be totally obsolete. And it will be a tax more so on lower income and working people. And the gas tax basically works that the college student driving a 10 year old Corolla because that is what they can afford, will pay the same road tax as a pro football player in an Escalade.
  9. smk4565
    Bad idea for 2 reasons. First the avg amount paid in gas taxes for a person is about $100 a year, so you are penalized for a hybrid or EV. Second, if you are someone who doesn't drive much, or has a couple cars, maybe a fixed income senior with a Chevy Bolt that drives 4,000 miles a year, now you are paying $250 to drive 4,000 miles vs about $20 in gas tax.
  10. smk4565
    I am buying a car in 2029.
  11. smk4565
    In about 90 days when dealer lots start to run dry, those Hornets might actually start finding customers. I have only seen a few on the road. Mostly they just sit on dealer lots.
  12. smk4565
    Prices on all these will go up. I see ads from manufacturers saying they are protecting MSRP though May or 2025 model year. But they probably all had 60-100 day supply of vehicles which almost gets them to when 2026 models would start. And they are going to pull incentives in the short term. I suspect 2026 MSRP’s are going way up.
  13. smk4565
    Toyota makes money through and Stellantis kind of struggles and has a lousy stock price. @Drew Dowdell @G. David Felt Question on the Buick Encore and Lincoln Nautilus, are they 25% tariff die to imported auto or 145% tariff due to Chinese goods?
  14. smk4565
    Porsche, Mercedes and BMW are 3 of the most profitable car brands, I am pretty sure they know what they are doing. Cadillac sold 160,000 cars in 2024 (US sales) Audi sold 196,000. Mercedes, Lexus and BMW are in the 300s. I think Cadillac is on the right track with their EV's and they have to keep advancing the tech, going into Formula 1 is a right move. Cadillac is doing a lot of correct steps, but there is still a long journey ahead to overtake BMW.
  15. smk4565
    Doesn't BMW sell more EV's than Cadillac and Genesis? And once Mercedes redoes their EV's they'll be fine. CLA this year, the AMG EV sedan is being shown this year, electric GLB and GLC I think next year, electric E-class in 2027 and so on. And not that I am big plug in hybrid believer because I think it adds a lot of weight and complexity, but Mercedes makes 11 plug-in hybrids, Cadillac and Genesis don't have any. And a lot of people think PHEV is where the market is going in the near future.
  16. smk4565
    BMW has come down, Cadillac Lyriq interior compared to like an XT6 is a big leap forward. Still some cheap bits even in a Lyriq interior. Buick and Cadillac have about 15 models combined, pretty close to BMW. But I would argue back why doesn’t Cadillac make a coupe or a convertible or a sports car, etc. Because they probably fear it would not sell because they are not on par with a Mercedes or BMW.
  17. smk4565
    The Optiq isn’t made in the USA either.
  18. smk4565
    The EQB is a bad car, and the Optiq is the best of that group but also the newest. We’ve seen the new CLA that charges twice as fast as the Optiq, that will become a new GLB in a year and there will be an electric GLC in about a year.
  19. smk4565
    It means something in advertising and the Optiq is like a 0-60 in 60 seconds car, which is fine for 90% of buyers but you have to have that 500 hp option for a 4 second car. And I get that all these EV's are fast, but all these Chinese EV's are doing self driving and crazy horsepower or they can double as a boat or jump over speed bumps or some other crazy thing so you have be able to complete with them in Asia. And in the USA, Cadillac has to compete with the Germans who all do performance.
  20. smk4565
    I'd say Buick interiors are more Hyundai/Kia level. Yes they are better than Chevy, but Chevy has historically had bad interiors. The new X3 interior is a design mess, but probably still better than anything GM has near that price. BMW outsold Cadillac and Buick combined last year in the US. Despite Cadillac's EV resurgence that I think is going pretty well, they still have a long way to go. GMC to Chevy is Jeep to Dodge, basically the same, a little more trucky and less brand image stigma.
  21. smk4565
    It is an interesting idea to have this low cost vehicle that people can customize now they want. I suspect though that as much as people say they want a small truck or want a basic car with manual windows, etc they won't actually buy it. It's like people saying they want a manual transmission station wagon, but no one actually buys it.
  22. smk4565
    The Envision is still wrong wheel drive for the BMW true believers, and wrong badge for the snobs. Solution to the Terrain/Envision issue is just make the Terrain interior better and make the 2.0T an option. I think a general problem is GMC or Buick is they aren't really much nicer than a Chevrolet, they are basically Chevy overlap, but GM must feel there is enough market out there for people that want a 10% nicer Chevy and won't otherwise buy a Chevy if GMC and Buick weren't around. And they can't buy out the dealer network because it would cost too much.
  23. smk4565
    The Toyota version looks better than the Lexus version. And they should call it Avalon, instead of bz7.
  24. smk4565
    And yet they are selling. I don't get how their sales keep going up. Although they did well on the new GX and the TX fills that 3 row SUV void that they had been missing, so maybe just getting into those 2 segments boosted sales.
  25. smk4565
    Definitely need this as 300 hp in aa 5,000 lb car or whatever these weigh is adequate but not a lot. I imagine it is easy to go to the Lyriq's 500 hp motors, swap in some better brakes and beef up the suspension a bit. They should V-series all Cadillacs, especially if selling in China where they have all these 1,000 hp or 1,500 hp cars.
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