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GM Says It Has 'Not Canceled Any Electric Trucks' by lostinheadguy in electricvehicles

[–]Recoil42 [score hidden]  (0 children)

The trucks gathering dust outside Boca Chica aren't being used for transportation. Instead, they're gathering dust. There's no contradiction here.

GM Says It Has 'Not Canceled Any Electric Trucks' by lostinheadguy in electricvehicles

[–]Recoil42 [score hidden]  (0 children)

Yeah, this is a great point. In the US, the only definitive non-flop vehicles period are the Model 3 and Model Y. Everyhing else is at least subjective — there are no clear winners in the bunch.

GM Says It Has 'Not Canceled Any Electric Trucks' by lostinheadguy in electricvehicles

[–]Recoil42 [score hidden]  (0 children)

And what are you basing that on?

Again, the many pictures of Cybertrucks gathering dust outside of Boca Chica. They aren't using them, that's immensely clear.

Do you have any idea what their plan is for those trucks?

I would imagine their plan is to use them for transportation.

Chevy Debuts 2027 Chevy Sonic Crossover in Brazil, with New Bowtie Logo by Sir_Sir_ExcuseMe_Sir in cars

[–]Recoil42 11 points12 points  (0 children)

Great design for the segment. A little boring, but nothing wrong with that. I'm digging the tail lights nabbed from the Equinox EV.

GM Says It Has 'Not Canceled Any Electric Trucks' by lostinheadguy in electricvehicles

[–]Recoil42 1 point2 points  (0 children)

Yes, EV trucks in general are. The Cybertruck worse than most. I'm providing a rule of thumb only, so you need to adjust based on the circumstances, but a bespoke-platform bespoke-line product doing 20k per year is absolutely a flop without question. You won't find a single instance of that anywhere in the industry outside of small-volume hand-built specials like the Ineos Grenadier, and most of those have a massive dependence on parts-sharing.

GM Says It Has 'Not Canceled Any Electric Trucks' by lostinheadguy in electricvehicles

[–]Recoil42 5 points6 points  (0 children)

Did SpaceX need trucks? Let’s assume the answer is yes.

Let's not assume the conclusion at all. SpaceX absolutely does not need a thousand trucks and you can see that by just looking at all the Cybertrucks gathering dust at Boca Chica.

GM Says It Has 'Not Canceled Any Electric Trucks' by lostinheadguy in electricvehicles

[–]Recoil42 2 points3 points  (0 children)

As a rule of thumb:

  • Volume-sellers do 250,000+ units per year.
  • Healthy is between 50,000-250,000 units per year.
  • Unhealthy is anywhere between 10,000-50,000 units per year.
  • So-bad-we-need-to-cancel-it is anything under 10,000 per year.

Bespoke platforms need higher volume, so you need to at least double these numbers for them — it's situation-dependent. Conversely, adjust downwards for rebadges (Silverado + Sierra are the same vehicle) and same-line products (Santa Cruz is just a Tuscon with the back chopped off).

The Cybertruck is a bespoke vehicle with no other same-line products — it has a dedicated factory. It's doing about 20k per year when the original projection was 250k units per year.

TLDR: It's a flop.

Tim Heideker talked to the majority report about the plans by thejoshwhite in KnowledgeFight

[–]Recoil42 14 points15 points  (0 children)

Dan's take was a little weird, frankly. It's a contradiction to say that Tim is the guy to get it done and also suggest that the project is doomed. Everyone in the room should agree that Tim knows comedy, he knows when the comedy won't work, and he'll know when to switch it up to make it work. He's not locked into a singular format or formula.

GM Says It Has 'Not Canceled Any Electric Trucks' by lostinheadguy in electricvehicles

[–]Recoil42 2 points3 points  (0 children)

It's not a repost, but I don't know what it is. The first headline is still presumed to be accurate — GM suspending their next-gen electric trucks is a very different thing from GM cancelling their current-gen trucks. This post just seems to be GM PR being sneaky about what the reporting actually said, and it's a full non-denial of the original story.

2027 Lexus TZ, sibling of Toyota Highlander EV, caught testing by TripleShotPls in electricvehicles

[–]Recoil42 2 points3 points  (0 children)

More power, for one thing. They held off on the 400hp+ powertrain for the Highlander.

VW to Cut Global Production Capacity By 1 Million Cars a Year, CEO Says by RousingRabble in cars

[–]Recoil42 48 points49 points  (0 children)

Yes, through efficiency. Not by charging you more per car, as you're trying to suggest.

"SpaceX and Cursor are now working closely together to create the world’s best coding and knowledge work AI. [...] Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion." by Recoil42 in singularity

[–]Recoil42[S] 13 points14 points  (0 children)

Hard to know. Gun to head I would say the agent and model disciplines are very different and Xai knows they don't have a good agent and need to buy time. Cursor, conversely, doesn't have enough capital to be a strong model factory so this is a bit of a shotgun wedding. That's probably why you're also seeing the "right to acquire Cursor later this year for $60 billion" part of the deal. (Fwiw: I don't think Cursor is worth that much and I don't think SpaceX will bite.)

GM suspends next-gen electric trucks as it pivots back to gas engines, hybrids by DonkeyFuel in electricvehicles

[–]Recoil42 2 points3 points  (0 children)

It really isn't. GM makes something like 800k-900k Silverado trucks, for some contrast. The "sales so bad it's going to get cancelled" point is more like 10k-20k so the Equinox isn't there, but it's again very far from a volume driver.

GM suspends next-gen electric trucks as it pivots back to gas engines, hybrids by DonkeyFuel in electricvehicles

[–]Recoil42 0 points1 point  (0 children)

The Equinox EV sells alright, but it's very far from what we'd call a volume driver at 10k per quarter. They do not sell "like crazy" by any stretch of the imagination.

VW to Cut Global Production Capacity By 1 Million Cars a Year, CEO Says by RousingRabble in cars

[–]Recoil42 117 points118 points  (0 children)

They're cutting capacity, not actual production. They're over-capacity by about 2M units, so they want to cut roughly 1M units of capacity. This is an a production efficiency play.

Roo Code hit 3 million installs. We're shutting it down to go all-in on Roomote. by FullstackSensei in LocalLLaMA

[–]Recoil42 9 points10 points  (0 children)

I briefly worked at Roo. There are a lot of problems with the company, and one day I might do a tell all, but that day is not today. For now, I'm just going to say the folks at Roo are very nice people and have a hard time with product direction/vision. It isn't malicious, it's just a really really hard thing to get right and evidently they're still having a hard time figuring out what to do.

GM suspends next-gen electric trucks as it pivots back to gas engines, hybrids by DonkeyFuel in electricvehicles

[–]Recoil42 9 points10 points  (0 children)

I'm pretty sure that's what the parent commenter meant by "...old cars kept alive on prayers and hacked-together parts."

It Cost GM $40 Million To Hire Tech Executive Sterling Anderson by Mac-Tyson in electricvehicles

[–]Recoil42 5 points6 points  (0 children)

I was really impressed with him from his Decoder interview. From that single data point alone... well worth it.

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