What are your thoughts on the future of the Auto Industry?

Ford xfyHfP
Nov 6 20 Comments

Do you think Auto Industry has a future? What does the future look like for companies like Ford and GM? Would it be wise to change companies now given the unstable future of the auto industry?

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TOP 20 Comments
  • Tesla shotgun1
    Read up on PPE. When Audi and Porsche reverse engineered a Tesla, they were shocked at how advanced the tech was. Which made them join forces to build PPE which they are open to sharing with other automakers. But they are still lagging behind their schedule. Audi e-tron, which has the MEB tech, costs were 3k euros more which did not make the production profitable at scale.

    What I see in the future is Tesla will continue being the apple of cars and other OEMs will share some base critical software and technology, making them resemble the Android of cars.

    They are also faraway in terms of making batteries at scale, but Tesla is ready to sell those to other automakers as well. I'm sure the old boys club will not go for it. To top it off, they suck at making software and their processes just aren't quick/agile enough for them to change soon enough.

    It's going to be an interesting decade to live in regardless.
    Nov 6 7
    • Tesla shotgun1
      What BMW means by infrastructure is that developing countries don't have roads as structured with signs as developed countries.

      But BMW, that's a problem for later. First is going to be solving it for developed markets, and capturing that market. Also, minerals are different than fossil fuels, they can be recycled and purified through chemical processes.

      To add to abcd8's point, BMW do you think battery tech will be same in the next 30 years? This is exactly the type of thinking people in established structures in old car companies have, because they haven't innovated an iota over 50 years. So they think everything remains the same. It took an outsider with 15 years of grit to prove them wrong and now they are running around scared because it's affecting their $$$. Read up on battery tech research and improvements and inform yourself.
      Nov 6
    • Tesla Bigballer
      Automotive OEMs haven’t innovated an iota over 50 years?? This arrogant attitude is why people hate Tesla, yes we’re ahead now in the EV market but the hubris isn’t helpful. There a lot we can learn from competitors.
      Nov 6
    • I think you guys missed the point.. what I said is the innovation is just getting started and concluding the battery is the only way is arrogant.. also I think you missed my point when i said there will be more innovation in the next 10 years than the last 100 years combined. Also I think abcd 8 is forgetting about the cleanest sources of hydrogen.. water. This is widely available and requires practically no new infrastructure and can scale globally. Also there are companies that are working on portable versions that you install at home.. one aspect of the battery is the minerals but the other biggest aspect is new charging infrastructure while with water it's already there. Also who know what other source will become useful.. but i think it is very arrogant to say battery is the only way.. that type of thinking is how old OEM stopped innovating and now it seems Tesla is becoming them.
      Nov 7
    • Tesla abcd8
      @bmw

      If you think hydrogen can simply be separated from water and be commercially viable, you seriously need to start doing some research on the topic😂
      https://www.energy.gov/eere/fuelcells/hydrogen-production-natural-gas-reforming

      That's kind of like saying that cobalt and lithium are coming from the cleanest source, earth.

      Also, there's the whole extremely inefficient infrastructure required for hydrogen to be adopted by the auto industry (high spec pipelines and storage facilities/stations which are many times more expensive than their BEV counterparts). Plus, from the get go, customers are incentivized to use BEV's simply because it makes sense from the economic standpoint because it's cheaper than gas without the need to any kind of the economies of scale. Hydrogen on the other hand is far more expensive and there would need to be abundance of it widely available already (enough to serve tens of millions of fuel cell vehicles for it to enjot the economies of scale) to even think of competing with gas or electricity. It comes down to the infinite question of chicken or egg first.

      That you think "this is widely available and requires practically no new infrastructure and can scale globally" tells me how clueless you are. I sincerely hope the way you think is not reflective of how the rest of the ICE auto industry at large is thinking.
      Nov 7
    • Haha your ignorance surprises me.. we can just wait and see where the industry goes and who will win out..
      Nov 7
  • Companies that are diversifying in automotive will be fine.. GM, BMW, Mercedes, VW... they are all trying all sorts of business models and getting away from the traditional model of.. i sell you a car you drive it for a while you sell it and I sell you another car.. instead companies listed above are trying.. car share liki cars2go, investment in online car selling companies like carvana, creating a platform for autonomous driving like Cruze automation and sharing resources like Bmw and Mercedes.. GM and honda in Cruise... you will see more innovation in the next 5 -10 in this industry then the last 100 years combined. So is there a future in automotive.. you bet there is.. now the question is which pony are you riding and what are they doing.. can they adapt and diversify fast enough? Or do they give up and sell and merge.. like FCA and PSA.. you will see more partnerships and consolidation because there are so many different avenues and business models at once like autonomous driving, direct sale, electric cars, hybrids and hydrogen cars that.. one single company cannot manage all the challenges at once and if they want to survive then they better have a stake in all of them because no one know what will win out at the end... hope that helps!
    Nov 6 0
  • Ford soccering
    Yes. Doing that.
    Nov 6 0
  • General Motors jPph07
    As long as I keep working on software that has transferable skills to other industries, I don't really care LOL. Can't predict what will happen 5, 10 years from now. Despite what Trump is trying to roll back, I believe electric will be more popular and I believe GM will be a big player since we invested earlier than other OEM in EV and self driving cars... GM also has a big investment in Lyft. So in case ride share eats into personal vehicle industry, we'd make money there too... So that's a good hedge.

    China is also big in EV and GM has a big presence there.

    Despite the strike, our Q3 earnings was great, so the brand is still good.

    Otherwise I'd have one foot out the door LOL.
    Nov 7 0
  • NVIDIA walkRandom
    While I can not afford an electric car, I am enjoying 140 years of engineering and excellence in combustion engine, and I am sure I won’t be alone in the next 2 decades.
    Nov 6 0
  • Ford carsun
    I think it can be perceived as being unstable or can be anybody's market for the taking with AV and EV. Depends on if you want to be safe and jump industries or hold on for the rough ride to see if it's worthwhile holding on.
    Nov 6 0
  • Tesla abcd8
    Depends. What's your position?
    Nov 6 1
    • Kia Motors zerohedge2
      You guys are the forefront in my belief. I’m not a Tesla fanboy persay, but I do think auto has been severely held back by the incestuous nature of OEM good ol’ boys and appeasing NADA.
      Nov 6
  • General Motors stDI62
    Positive , great innovation happening, the only draw back is cadence to release new vehicles .. which is improving!
    Yesterday 0
  • New TJRd05
    How many production workers of auto industry will lose their jobs if switch to EV is sudden. (70%-80%?) how much revenue will be lost by manufacturers?

    I don't think conventional auto makers can't do better EVs then Tesla. They can but they don't want to. They love the sweet maintenance revenue. Producing hybrids and they can even openly complain "oh we can't make battery /range as good as Tesla".
    Teslas focus on FSD then making better driving cars even better for them. The market probably will be the same until FSD has actually capable of driving and charging on highway lanes is on production.
    Tesla's production volume capability should be increased by then. We will see...
    Nov 25 0
  • Cummins Sumataya
    The tier 1 suppliers are giving leading indicators to where this industry is heading.. you are already seeing major companies like Continental Delphi Honeywell autoliv spinning of legacy divisions to either raise more capital or preparing for future mergers.. As BMW said above.. there is only so much R&D budget and you have to use that to not only launch new models but also find ways to work on electric hybrid technology for autonomous driving etc and no one company has that much dough.. in summary more partnerships mergers and acquisitions.. eventually lesser employee count.. but I see bigger impact to blue collar than white collar in the long run
    Nov 6 0
  • Kia Motors zerohedge2
    I think every other established oem is wondering that too. Boomers, tech normies, and every OEM loud mouth I’ve met that acts like they are Elon but have no where near the net worth; they all will answer different.

    In all seriousness, most companies are playing with the idea of autonomous driving and the appeal that AI generates among consumers. Couple this with the cyclical popularity of certain design styles, oems will eventually need to be able to tailor just in time manufacturing to the consumer in a way that satisfies their wants and the production capabilities/cost
    Nov 6 0
  • Toyota SKLearn
    Tech > Auto
    Nov 6 0

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