smk4565

Need to see the actual production version, not sure if what is being shown next week is a concept or the actual production version. Either way though, I think the demand for a $200,000+ Cadillac is pretty non-existent. I know they only plan on building like 300 cars a year, but I don't see what this really does for the brand. On a side note, almost every car brand has this vision of going up market and more exclusive, but I don't think buyers want a $50k rear drive inline 6 cylinder powered Mazda 6, or a $70,000 Kia GT EV6, or Lucid with their $150,000 sedan, Rivian with their $100,000 pick up. What would be 100 times more impressive is if a brand made an electric sedan that cost $35,000 and they sold 300,000 of them a year.

They don't make a $100,000 car in the USA, the Asian market cars are more expensive when you do direct conversion of their currency to US dollar. The Mercedes S500 base price is 188.6 million won in South Korea ($144,500 direct conversion), that's still more than the fully maxed out G90 at 182 million won. A loaded G90 is $81,775 in the US, not exactly range topper luxury. I believe it was a quarterly number, I got it from a list of all car companies Q2 results. Ford is down 8% for the year, so probably the early part of Q2 was bad and June was good.

I left them out because they didn't report the numbers yet.

June 2022 was Tesla's best month for deliveries ever. They still have a lot of pent up demand, if they can get the Shanghai, Austin and Berlin factories all cranking away, they could put up some massive numbers.

But Tesla is up 53%, so they obviously aren't being crushed by supply chain since they are mostly vertically integrated. Whoever can crack the supply chain problem first (or maybe 2nd and 3rd too) and get EV production booming is going to win, the ones that don't will lose, probably get consolidated into another car company as very few actually go out of business. And that might be GM, it is like a big reset button right now. There is an estimated 3-4 million units of pent up demand right now, whoever stocks their dealer lots first could get massive market share. There is very large Chevy dealer near me, they have 3 new vehicles in stock. The Mercedes dealer across the street has 81. GM or any other car company can't have dealers with 3 cars in stock, they should have over 100, if they had 300 cars in stock they'd probably sell them in a month given how much demand is out there. Whoever gets the inventory first wins, and I'd say EV inventory as well, because if you order a Tesla is still about a 6 month wait on average, some models are a 1 year wait, if the rivals had cars in stock you could get today, they could beat Tesla.

Conversion rates aren’t the same, in China direct conversion an S-class is like $200k. And $140k US is not even a loaded S580, let alone a Maybach or AMG. You can find used S-classes for over $200k, same goes fir G-wagon and several other AMG models. Genesis will never make a $200,000 car and never have a collector car or museum car. The Mercedes 300SLR coupe sold for $143 million at auction this year. So there is the standard. When Genesis sells a car for $143 million they can be in Mercedes league.

True but it is still a Ford. Lincoln makes nothing of their own, just fancy Fords.

Sure, Genesis has more prestige than Mercedes. They don't make a single model over $100k. They make a nice little effort, at least, they went rear drive rather than just badge jobbing a Hyundai and making front drive crossovers like Lincoln does. But Genesis is basically what Infiniti was 15 years ago, with the G35, M35, Q56, and the FX45 crossover that were all rear drive, performance oriented, nicer than a Nissan ,but not as nice as a German car, but cheaper than a German car. Infiniti fumbled that strategy, because Nissan as a company has no direction, but basically Genesis is Infiniti of 15 years ago.

2022 Q2 sales volume came out today, GM down 15%, Honda down 50%, Toyota down 22%, Stellantis down 15%, Hyundai-Kia down 19%, BMW down 20%, Nissan down 39%, Mazda down 42% Subaru down 18%. Ford was up 5%, VW group up 2% so those 2 are treading water, the rest are tanking. Tesla is expected to be up 53% GM has sold 20,253 EV's in 2022, Tesla is at 228,700 estimated (final numbers not out). Tesla is rolling right now, at even half their current growth rate they will be at 1.1 million units a year in the USA in 2026, 2.7 million units in 2030. I am not saying it will happen, but look at the beating the other guys are taking. And how long will it take for the legacy OEMs to not have 1 EV in the product line, but 5 or 6 all of which are built in volume and in stock on dealer lots. Probably the only way the other guys can beat Tesla is to #1 undercut the price, and #2 have rows of EV's sitting on dealer lots, because with a Tesla you are still ordering online and waiting 6 months to get it. My local Mercedes dealer has 82 cars in stock, but 51 are GLC's and zero are EQS. If a car company can put 50 EV's on the lot, that is how you beat Tesla.

True on the lack of competition. But Tesla still outsells all other EV’s combined. The traditional OEM’s need to bring the fight, they aren’t yet.

I think frunks are over rated. Maybe it is useful in a pickup that doesn't have any covered cargo area, but in a car or SUV that have a trunk or cargo space, I don't think that is going to make or break any buyer's decision that they can't put grocery bags in the frunk, they have to put them in back.

Tesla has the highest owner loyalty in the industry, over 70%. I don't think they have to worry about people leaving. Even at 25k units a year, the Lexus RX sells like 150k units a year, granted it is a cheaper vehicle, the Tesla 3/Y do big numbers. GLE, MDX and X5 do pretty strong numbers, usually in that 50-75k unit range. Cadillac needs at least 1 if not 2 SUV's smaller than Lyric and at least 1 if not 2 larger than the Lyric, have to have at least 4 SUVs, so they better be able to ramp up production on these. Much like GM needs to figure out how to scale this Ultium stuff up, they should be targeting over a million EV's a year by 2025. Gas isn't going to come back down $5-6 is here to stay, and I suspect the transfer from ICE to EV is going to happen fast, those you scale up first will win the race. Maybe so since most GM cars are smaller on the inside than they should be, and the EV packaging benefit. But the GV60 is like Audi Q3 sized, which gives them room for 70, 80, 90 sized ones above it.

It's like they saw the Taycan and the Mercedes 1-bow design and said "yes, I'll have that." So I assume this is bigger and more expensive than an Ionic 5? $60k for a Sonata replacement? Exactly the same as the Kia EV6 and Ionic 5.

The GV60 is smaller than a Cadillac XT4, while the Lyriq is like XT6 size. The Lyriq has a good starting price, especially the dual motor that only adds $2k. Question in how much does that price go up with options and can GM actually make enough. I think I read they were making like 2,000 units this year. Tesla sells 67% of the EV's in the USA because all these other bozos can't get their production up. The Lyriq's main battle I think will be the badge on the front, unless they can just undercut Tesla and the Germans on price to where people ignore it.

I never said that the Blazer EV was going to be anything like the current Blazer. I said the current V6 Blazer is bad, and that GM 3.6 has reliability issues too. GM's current crossovers like Tract, Equinox, Blazer, Traverser and their GMC/Buick counterparts are all lacking compared to the Asian competition. Much like the Cruze, Malibu, Impala, Lacrosse, etc lagged behind the Asian sedans that are still here. History is repeating itself in the crossover market. The EV's allow a reset button to be hit, so we'll see how the Ultium cars do.

Aside from the fact that the Blazer should be been more along the lines of the 4Runner, Wrangler, Bronco, (and the Xterra that Nissan should have), and is positioned wrong in the first place. Even as just a crossover, it has a cheap interior, no hybrid option, the poor resale value that comes with a Chevy, and compare it to the Venza, Santa Fe and Sorrento (that offer 3rd rows too), Honda Passport, etc. All those cars after better, just like the Telluride, Highlander, Pilot and Palisade are leaps and bounds better than the Traverse.

They already make a Blazer with a V6, and it's a bottom feeder in the segment. Plug in hybrid is almost also a waste of R&D dollars, you have to put all your R&D money into electric cars, or at least like 80-90% of it.

BZ stands for BZ stands for "Beyond Zero" to signify zero emissions. 4 is the size of the vehicle and X crossover. Because the BZ4X can be had in front drive. In theory a BZ5 would be a mid-size sedan, or maybe BZ5S, a BZ5X a mid-size crossover. But given that a Supra that is small would have to be like a BZ2C, a Tundra a BZ8T. This is all a mess as ultimately they just need to call this stuff Corolla, Camry and Supra, etc.

The GLB is the cleanest look and that is a converted ICE car, a clean sheet EV can be even cleaner with better proportions. But aside from the clean or simple aspect, GM just doesn't style cars well right now. Their interior dept. is still lagging what you find in comparable Kia/Hyundai/Genesis products at similar price points. GM's EV mission only works if they #1 can deliver on price promises like a $30k Equinox, and #2 they get their interior and exterior design departments going to build cars people want. Same goes for VW who claims they will outsell Tesla on EV's within 2 years, when their initial EV's are sales duds unless you count the Porsche Taycan and there is only so big a market for $150,000 sports sedans and they probably are quickly burning through that.

It has gloss black body cladding, which looks as bad as 90s Grand Am body cladding. It has scoops in the fender/front door area, a gloss black roof, they stole the Thor's hammer headlight from Volvo, unoriginal there. Blazer bumpers aren't actually like a bumper, they are 2 sides (the red) and a center piece which is black here, why isn't it just a bumper that runs across the car? It is an EV with big grilles and air intakes unless a lot of those are solid behind and not functional, which is almost even worse. The 2019 Silverado was also a design mess, the worst looking of the full size trucks. The Toyota EV has gloss black fender trim, GM is doing exactly what Toyota is, just like the Supra and Lexus cars with all sorts of unnecessary styling effects to try to make them look boy racer and stand out.

Ed Welburn retired in July of 2016, design has been going down hill since.

This Blazer looks a bit station wagony, but maybe it is just the angle the picture was taken at. I think this is over styled, Toyota and GM both are doing a lot of that lately, all these different pieces and parts of the bumper, the gloss black wheel arches and door trim, the black out roof, that big scoop in the door. It is overkill and this is going to age fast. It reminded me of 90s to 2000s Pontiacs where GM just threw hood scoops, cladding and spoilers on everything to make it look sporty or stylish, and it just got dated and bad looking by the time the car was 4 years old. Tesla's have a clean design, that's how the Model S can have 1 mild refresh in 10 years and still look modern. I think GM design fell apart when Ed Welburn retired. The Mach-E looks a lot better than this. I do think GM if they put out the right products could hit it big in EV's, because I don't think they will have the production issues that some others have had and can hit price points that others aren't hitting. They have potential, but the same people designing these EV exteriors and interiors are the same people that designed the the sedan lineup that is basically dead and gone, and all their uncompetitive crossovers that keep loosing market share to the Asian brands.

Let's see if they really go to that price point and really go wheel to wheel with the AMG and Maybach EQS. Although I still think the S-class is more luxurious than the EQS.

Sticking with the formula that works, looks similar to the current car. The interior is nice step up from the current car, nothing here is a surprise since the C300 has the same powertrain and interior. I think interesting is the C43 since it has a 402 hp turbo 4 that is hand built, air suspension, multi-clutch transmission and 4 wheel steering. That car is a lot more serious than the old C43 which is basically a C-class with the old E-class V6. So the GLC43 should be a really solid performer too. Not to mention the C63/GLC63 that are getting 660 hp, that blows away anything in this segment.

Agreed that they won’t make it. I suspect after 2025 the only car at GM will be the Corvette. Every ICE car they have is dead after this generation, maybe they will do a Cadillac electric sedan.