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Here is the Press Release:



NEW YORK – After introducing the Chevrolet Silverado EV and Blazer EV this year, Chevrolet’s blitz of electric vehicle rollouts continues with a third introduction: the all-new 2024 Equinox EV — an affordable all-electric SUV tailored to help modern families make a seamless, confident and uncompromising transition to an EV.

“We are at a turning point where EVs will be the mainstream choice for the next generation of customers and Equinox EV will lead this charge for us,” said Mary Barra, Chair and CEO of General Motors. “With the flexibility of GM’s Ultium Platform, we are bringing to market vehicles at nearly every price point and for every purpose.”

With a starting price of around $30,0001 on the 1LT, the Equinox EV plugs Chevrolet into the critical compact SUV segment and is expected to be the most affordable EV in its class11. It rounds out an electrified portfolio that covers major segments, including full-size trucks (Silverado EV), midsize SUVs (Blazer EV) and compact SUVs (Bolt EV and Bolt EUV). Plus, it will also be available with up to an available GM-estimated 300 miles of range on a full charge2.

“Chevrolet is now positioned to offer a wide array of EVs,” said Scott Bell, vice president of Chevrolet. “We know truck and SUV customers better than anyone and we’ve channeled that insight and experience into our new EVs.”

With the Equinox EV, designers and engineers focused on the style, space, safety and value attributes that made the gas-powered Equinox second to only the Silverado in Chevy sales and elevated them with expressive design, electrifying capability and effortless EV technology.

In addition to the Ultium-based propulsion technologies, features include a large infotainment screen3 — including an available 17.7-inch-diagonal system — a strong suite of standard and available driver assistance technologies9, and available Super Cruise4 hands-free driver assistance technology for compatible roads, when compared to the current Equinox.

“The Equinox EV is an EV for everyone,” said Bell. “It’s an affordable game-changer, offering an uncompromising experience, with more features, that won’t change your daily routine — except that you will no longer have to stop at the gas station.”

Expressive design
At a glance, the Equinox EV’s expressive design has an athletic, bold and commanding appearance that is instantly recognizable as a Chevy SUV. Two distinctive personalities — LT and RS — are offered in several trims, drive configurations and range options.

Highlights include:
  • Sleek lines and sporty proportions enabled by the Ultium Platform
  • Innovative walk-up lighting, with front and rear lighting animation standard and an available unique light bar on mid- and up-level LT and RS trims
  • Standard 19-inch wheels, with available 20- and 21-inch wheels depending on the trim
  • Available presence-based liftgate that can open hands-free when sensing the key fob is near the back of the vehicle
  • Available two-tone white roof on LT and available black roof on RS
Inside, a streamlined and modern interior offers room for five, available personalized ambient lighting and a smart infotainment system3. It also has a spacious cabin, with numerous storage solutions from front to rear, as well as up to 57 cubic feet (1,614 liters) of max cargo room, with the rear seat folded.

When it comes to comfort and convenience, heated front and rear outboard seats, a heated steering wheel and even a heated windshield wiper park feature, which helps keep the area around the wipers clear of ice buildup, are available.

Effortless EV tech and more
Chevrolet is committed to making the EV transition seamless, with support such as available navigation and route planning through the MyChevy app10, which helps locate and plot routes to charging stations.

Customers also have access to Ultium Charge 360, GM’s holistic approach to EV charging, which is designed to simplify the overall charging experience, with information and access to more than 110,000 publicly available charging points in the U.S. and Canada.

“Chevrolet has your back with every aspect of the EV experience,” said Bell. “The Equinox EV has the range to take you where you want to go, the spaciousness for your passengers and gear, and technology to do it all comfortably and confidently.”

Chevrolet also knows safety is top priority for families and the Equinox EV delivers with a strong list of standard features:
  • Chevy Safety Assist9, which includes Automatic Emergency Braking, Following Distance Indicator, Forward Collision Alert, Front Pedestrian Braking, Lane Keep Assist with Lane Departure Warning and IntelliBeam automatic high beams
  • Rear Park Assist9
  • Reverse Automatic Braking9
  • Safety Alert Seat9
  • Rear Cross Traffic Braking9
  • Blind Zone Steering Assist9
Available driver assistance technologies include Adaptive Cruise Control9 and HD Surround Vision9, with a Head-Up Display and Rear Camera Mirror9 also available.
Additionally, Super Cruise4, the industry’s first true hands-free driver-assistance technology is also available. It allows drivers to travel hands-free on more than 400,000 miles of compatible roads across the U.S. and Canada.

Electrifying capability
A standard front-wheel-drive system with GM estimated 210 horsepower and 242 lb-ft of torque offers quick acceleration and a fun driving experience for everyday tasks, with a 290-horsepower and 346 lb-ft torque eAWD system available.

One-Pedal Driving5 is standard and allows the Equinox EV to accelerate and slow to a full stop, using only the accelerator. It’s paired with regenerative braking6, which can convert the kinetic energy of the vehicle’s forward momentum into electricity that’s stored in the battery pack to maximize the driving range.

The Equinox EV also packs the latest in charging technology:
  • Standard 11.5 kW Level 2 (AC) charging7, which can add up to 34 miles of range per hour of charging, per GM estimates
  • 19.2 kW Level 2 (AC) charging8 is available on 3RS eAWD, which can add up to 51 miles of range per hour of charging, per GM estimates
  • Standard DC fast-charging capability of up to 150 kW, which enables approximately 70 miles of range to be added in 10 minutes, per GM estimates7
GM covers the Equinox EV’s battery with an 8-year/100,000-mile limited warranty, in addition to the vehicle’s standard bumper-to-bumper coverage for added peace of mind.

EV propulsion systems and estimated range
TrimDrive SystemGM-Est. Range2
1LTFWD (standard)
FWD (available)
eAWD (available)
250 miles
300 miles
280 miles
2LT & 3LTFWD (standard)
eAWD (available)
300 miles
280 miles
2RS & 3RSFWD (standard)
eAWD (available)
300 miles
280 miles

Available for fleet and retail customers
As with the new Blazer EV and Silverado EV, the Equinox EV also offers fleet customers the benefits of zero-emissions driving, zero gas stops and the opportunity for reduced maintenance.

“Chevy’s fleet customers have EV goals and the all-new Equinox EV helps achieve them,” said Bell. “With some putting more than 20,000 miles a year on their vehicles, it can help them save time at the pump and gas money.”

The 2024 Chevrolet Equinox EV will be available in fall 2023, starting with a limited edition 2RS. Additional details and ordering information will be available closer to the start of production. The Equinox EV will be produced at GM’s Ramos Arizpe, Mexico, production facility.

2024 Equinox EV Content Highlights
TrimSelect Content Details
1LT
  • Manual-adjust front seats
  • 11-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • 19-inch machine-face aluminum wheels
2LT
  • 8-way power-adjustable driver seat
  • Heated front seats and heated steering wheel
  • Available Black with Blue Accents interior or Sky Cool Gray interior
  • Available 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • 19-inch machine-face aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Available presence-based power liftgate
  • Available Adaptive Cruise Control9 and HD Surround Vision9
  • Available Super Cruise4 driver assistance technology
  • Available White roof with Blue exterior
  • Available sunroof
2RS
  • 8-way power-adjustable driver seat
  • Heated front seats and heated steering flat-bottom wheel
  • Available Black with Red Accents interior or Adrenaline Red interior
  • Available 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • 20-inch dark aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Available presence-based power liftgate
  • Available Adaptive Cruise Control9 and HD Surround Vision9
  • Available Super Cruise4 driver assistance technology
  • Available Black roof
  • Available sunroof
3LT
  • 8-way power-adjustable driver seat and 6-way power-adjustable front passenger seat
  • Front heated/ventilated seats and rear outboard heated seats
  • Available Black with Blue Accents interior or Sky Cool Gray interior
  • Heated steering wheel
  • Dual-zone climate control
  • Heated wiper park
  • 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • Available head-up display and full-display camera mirror (with rear washer)
  • Available Bose audio system
  • Available sunroof
  • 21-inch aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Standard presence-based power liftgate
  • Standard Adaptive Cruise Control3 and HD Surround Vision3
  • Available Head-Up Display and Rear Camera Mirror3
  • Available Super Cruise4 driver assistance technology
3RS
  • 8-way power-adjustable driver seat and 6-way power-adjustable front passenger seat
  • Front heated/ventilated seats and rear outboard heated seats
  • Available Black with Red Accents interior or Adrenaline Red interior
  • Heated flat-bottom steering wheel
  • Dual-zone climate control
  • Heated wiper park
  • 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • Available Head-Up Display and Rear Camera Mirror9 (with rear washer)
  • Available Bose audio system
  • Available sunroof
  • 21-inch aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Standard presence-based power liftgate
  • Standard Adaptive Cruise Control9 and HD Surround Vision9
  • Available Super Cruise4 driver assistance technology
  • Available 19.2 kW Level 2 (AC) charging module7
 

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3LT and 3RS are almost identical with options with only slight differences
Biggest one is the 3RS can get the 19.2 kW charger.

Looks like they goofed in the 3LT section and mentioned the HUD twice.
 

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Discussion Starter · #26 ·
Here is the Press Release:



NEW YORK – After introducing the Chevrolet Silverado EV and Blazer EV this year, Chevrolet’s blitz of electric vehicle rollouts continues with a third introduction: the all-new 2024 Equinox EV — an affordable all-electric SUV tailored to help modern families make a seamless, confident and uncompromising transition to an EV.

“We are at a turning point where EVs will be the mainstream choice for the next generation of customers and Equinox EV will lead this charge for us,” said Mary Barra, Chair and CEO of General Motors. “With the flexibility of GM’s Ultium Platform, we are bringing to market vehicles at nearly every price point and for every purpose.”

With a starting price of around $30,0001 on the 1LT, the Equinox EV plugs Chevrolet into the critical compact SUV segment and is expected to be the most affordable EV in its class11. It rounds out an electrified portfolio that covers major segments, including full-size trucks (Silverado EV), midsize SUVs (Blazer EV) and compact SUVs (Bolt EV and Bolt EUV). Plus, it will also be available with up to an available GM-estimated 300 miles of range on a full charge2.

“Chevrolet is now positioned to offer a wide array of EVs,” said Scott Bell, vice president of Chevrolet. “We know truck and SUV customers better than anyone and we’ve channeled that insight and experience into our new EVs.”

With the Equinox EV, designers and engineers focused on the style, space, safety and value attributes that made the gas-powered Equinox second to only the Silverado in Chevy sales and elevated them with expressive design, electrifying capability and effortless EV technology.

In addition to the Ultium-based propulsion technologies, features include a large infotainment screen3 — including an available 17.7-inch-diagonal system — a strong suite of standard and available driver assistance technologies9, and available Super Cruise4 hands-free driver assistance technology for compatible roads, when compared to the current Equinox.

“The Equinox EV is an EV for everyone,” said Bell. “It’s an affordable game-changer, offering an uncompromising experience, with more features, that won’t change your daily routine — except that you will no longer have to stop at the gas station.”

Expressive design
At a glance, the Equinox EV’s expressive design has an athletic, bold and commanding appearance that is instantly recognizable as a Chevy SUV. Two distinctive personalities — LT and RS — are offered in several trims, drive configurations and range options.

Highlights include:
  • Sleek lines and sporty proportions enabled by the Ultium Platform
  • Innovative walk-up lighting, with front and rear lighting animation standard and an available unique light bar on mid- and up-level LT and RS trims
  • Standard 19-inch wheels, with available 20- and 21-inch wheels depending on the trim
  • Available presence-based liftgate that can open hands-free when sensing the key fob is near the back of the vehicle
  • Available two-tone white roof on LT and available black roof on RS
Inside, a streamlined and modern interior offers room for five, available personalized ambient lighting and a smart infotainment system3. It also has a spacious cabin, with numerous storage solutions from front to rear, as well as up to 57 cubic feet (1,614 liters) of max cargo room, with the rear seat folded.

When it comes to comfort and convenience, heated front and rear outboard seats, a heated steering wheel and even a heated windshield wiper park feature, which helps keep the area around the wipers clear of ice buildup, are available.

Effortless EV tech and more
Chevrolet is committed to making the EV transition seamless, with support such as available navigation and route planning through the MyChevy app10, which helps locate and plot routes to charging stations.

Customers also have access to Ultium Charge 360, GM’s holistic approach to EV charging, which is designed to simplify the overall charging experience, with information and access to more than 110,000 publicly available charging points in the U.S. and Canada.

“Chevrolet has your back with every aspect of the EV experience,” said Bell. “The Equinox EV has the range to take you where you want to go, the spaciousness for your passengers and gear, and technology to do it all comfortably and confidently.”

Chevrolet also knows safety is top priority for families and the Equinox EV delivers with a strong list of standard features:
  • Chevy Safety Assist9, which includes Automatic Emergency Braking, Following Distance Indicator, Forward Collision Alert, Front Pedestrian Braking, Lane Keep Assist with Lane Departure Warning and IntelliBeam automatic high beams
  • Rear Park Assist9
  • Reverse Automatic Braking9
  • Safety Alert Seat9
  • Rear Cross Traffic Braking9
  • Blind Zone Steering Assist9
Available driver assistance technologies include Adaptive Cruise Control9 and HD Surround Vision9, with a Head-Up Display and Rear Camera Mirror9 also available.
Additionally, Super Cruise4, the industry’s first true hands-free driver-assistance technology is also available. It allows drivers to travel hands-free on more than 400,000 miles of compatible roads across the U.S. and Canada.

Electrifying capability
A standard front-wheel-drive system with GM estimated 210 horsepower and 242 lb-ft of torque offers quick acceleration and a fun driving experience for everyday tasks, with a 290-horsepower and 346 lb-ft torque eAWD system available.

One-Pedal Driving5 is standard and allows the Equinox EV to accelerate and slow to a full stop, using only the accelerator. It’s paired with regenerative braking6, which can convert the kinetic energy of the vehicle’s forward momentum into electricity that’s stored in the battery pack to maximize the driving range.

The Equinox EV also packs the latest in charging technology:
  • Standard 11.5 kW Level 2 (AC) charging7, which can add up to 34 miles of range per hour of charging, per GM estimates
  • 19.2 kW Level 2 (AC) charging8 is available on 3RS eAWD, which can add up to 51 miles of range per hour of charging, per GM estimates
  • Standard DC fast-charging capability of up to 150 kW, which enables approximately 70 miles of range to be added in 10 minutes, per GM estimates7
GM covers the Equinox EV’s battery with an 8-year/100,000-mile limited warranty, in addition to the vehicle’s standard bumper-to-bumper coverage for added peace of mind.

EV propulsion systems and estimated range
TrimDrive SystemGM-Est. Range2
1LTFWD (standard)
FWD (available)
eAWD (available)
250 miles
300 miles
280 miles
2LT & 3LTFWD (standard)
eAWD (available)
300 miles
280 miles
2RS & 3RSFWD (standard)
eAWD (available)
300 miles
280 miles

Available for fleet and retail customers
As with the new Blazer EV and Silverado EV, the Equinox EV also offers fleet customers the benefits of zero-emissions driving, zero gas stops and the opportunity for reduced maintenance.

“Chevy’s fleet customers have EV goals and the all-new Equinox EV helps achieve them,” said Bell. “With some putting more than 20,000 miles a year on their vehicles, it can help them save time at the pump and gas money.”

The 2024 Chevrolet Equinox EV will be available in fall 2023, starting with a limited edition 2RS. Additional details and ordering information will be available closer to the start of production. The Equinox EV will be produced at GM’s Ramos Arizpe, Mexico, production facility.

2024 Equinox EV Content Highlights
TrimSelect Content Details
1LT
  • Manual-adjust front seats
  • 11-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • 19-inch machine-face aluminum wheels
2LT
  • 8-way power-adjustable driver seat
  • Heated front seats and heated steering wheel
  • Available Black with Blue Accents interior or Sky Cool Gray interior
  • Available 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • 19-inch machine-face aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Available presence-based power liftgate
  • Available Adaptive Cruise Control9 and HD Surround Vision9
  • Available Super Cruise4 driver assistance technology
  • Available White roof with Blue exterior
  • Available sunroof
2RS
  • 8-way power-adjustable driver seat
  • Heated front seats and heated steering flat-bottom wheel
  • Available Black with Red Accents interior or Adrenaline Red interior
  • Available 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • 20-inch dark aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Available presence-based power liftgate
  • Available Adaptive Cruise Control9 and HD Surround Vision9
  • Available Super Cruise4 driver assistance technology
  • Available Black roof
  • Available sunroof
3LT
  • 8-way power-adjustable driver seat and 6-way power-adjustable front passenger seat
  • Front heated/ventilated seats and rear outboard heated seats
  • Available Black with Blue Accents interior or Sky Cool Gray interior
  • Heated steering wheel
  • Dual-zone climate control
  • Heated wiper park
  • 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • Available head-up display and full-display camera mirror (with rear washer)
  • Available Bose audio system
  • Available sunroof
  • 21-inch aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Standard presence-based power liftgate
  • Standard Adaptive Cruise Control3 and HD Surround Vision3
  • Available Head-Up Display and Rear Camera Mirror3
  • Available Super Cruise4 driver assistance technology
3RS
  • 8-way power-adjustable driver seat and 6-way power-adjustable front passenger seat
  • Front heated/ventilated seats and rear outboard heated seats
  • Available Black with Red Accents interior or Adrenaline Red interior
  • Heated flat-bottom steering wheel
  • Dual-zone climate control
  • Heated wiper park
  • 17.7-inch-diagonal infotainment3 screen
  • 11-inch-diagonal driver information center
  • Available Head-Up Display and Rear Camera Mirror9 (with rear washer)
  • Available Bose audio system
  • Available sunroof
  • 21-inch aluminum wheels
  • Front LED light bar
  • Roof rails
  • Heated outside mirrors
  • Standard presence-based power liftgate
  • Standard Adaptive Cruise Control9 and HD Surround Vision9
  • Available Super Cruise4 driver assistance technology
  • Available 19.2 kW Level 2 (AC) charging module7
Way too complicated on the option packages, therefore making production too complicated, and slower. GM its own worst enemy in packaging, Tesla has proven you only need to offer 2 or 3 simple packages, good, better, and best, at 3 price points and that is all the market needs or wants. $32K, $37K and $42K packages are all that is needed. GM is making this way too hard for supply chain and logistics, and even too hard for customers, giving them so much choice, most don't want. Most Ev customers just shop a price range, and try to get the most they can in that range.
 

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Way too complicated on the option packages, therefore making production too complicated, and slower. GM its own worst enemy in packaging, Tesla has proven you only need to offer 2 or 3 simple packages, good, better, and best, at 3 price points and that is all the market needs or wants. $32K, $37K and $42K packages are all that is needed. GM is making this way too hard for supply chain and logistics, and even too hard for customers, giving them so much choice, most don't want. Most Ev customers just shop a price range, and try to get the most they can in that range.
Here I am in the exact opposite camp. The more choices the better. Also aside from a few options here or there, the differences between the RS and LT trims are mostly appearance packages.

GM has already simplified their packages considerably compared to ICE offerings. Even ICE vehicle options have been pared down recently.

All these options will matter more for people that do custom orders. However, GM with its dealerships will likely allocate a specific number of each trim with select options for dealership lots based on demand for their local area and price points.

Here is the ICE Equinox configuration page Equinox for Sale: 2022 Equinox Pricing | Chevrolet
 

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Looks nice inside and out - if a little on the boring side. Nice specs, price and feature set but it doesn't get my pulse up for some reason. Can't quite put my finger on it, but I think I will pay a little more and upgrade to a Blazer or something else. Should sell pretty well though. Ramos Arizpe will be pretty busy with the Blazer, Equinox and probably the Honda Prologue. Gonna be a long drive for those batteries to Mexico though, unless they find something a little further south to build them.
 

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Discussion Starter · #29 ·
Here I am in the exact opposite camp. The more choices the better. Also aside from a few options here or there. The differences between the RS and LT trims are mostly appearance packages.

GM has already simplified their packages considerably compared to ICE offerings. Even ICE vehicle options have been pared down recently.

All these options will matter more for people that do custom orders, however GM and dealerships will likely allocate a specific number of each trim with select options for dealership lots based on demand for their local area and price points.

Here is the ICE Equinox configuration page Equinox for Sale: 2022 Equinox Pricing | Chevrolet
OK, you confirm you have never worked in a factory, more choice, is more complexity, and more problems with supply chain, and factory logistics, GM has not learned their lesson from Tesla, Tesla Model Y outsells any GM products in the USA with the exception of the Silverado, and Tesla makes more money selling a fraction of the cars GM does. GM should learn from Tesla, KISS, Keep it Simple Stupid. They should build 3 levels of trim and maybe 4 if you do a sporty model, package all the available options in each level, and go with it.

Tesla builds 500K cars in the Fremont factory annually, and crushes GM in productivity, and logistics efficiency. Examples. My Hummer was built in March, did not get to me till July, thats 3-4 months of logistics time. My Tesla Model Y was built on Dec 26th 2020, and in my driveway 3 states away on Dec 28th 2020, thats 2 days logistics time. GM has got to look at everything Tesla is doing and take the best practices on themselves. GM logistics system sucks, and they are bogged down in supply chain partially because they have so many available options and build specs, GM is too old school... and will die if they do not catch up.
 

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Discussion Starter · #30 ·
Looks nice inside and out - if a little on the boring side. Nice specs, price and feature set but it doesn't get my pulse up for some reason. Can't quite put my finger on it, but I think I will pay a little more and upgrade to a Blazer or something else. Should sell pretty well though. Ramos Arizpe will be pretty busy with the Blazer, Equinox and probably the Honda Prologue. Gonna be a long drive for those batteries to Mexico though, unless they find something a little further south to build them.
Batteries will ship by train... Same way GM ships finished cars from Ramos. Yes, Prologue will be built at Ramos, and so will an upcoming Cadillac crossover in the Equinox size range.
 

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Discussion Starter · #31 ·
OK, you confirm you have never worked in a factory, more choice, is more complexity, and more problems with supply chain, and factory logistics, GM has not learned their lesson from Tesla, Tesla Model Y outsells any GM products in the USA with the exception of the Silverado, and Tesla makes more money selling a fraction of the cars GM does. GM should learn from Tesla, KISS, Keep it Simple Stupid. They should build 3 levels of trim and maybe 4 if you do a sporty model, package all the available options in each level, and go with it.

Tesla builds 500K cars in the Fremont factory annually, and crushes GM in productivity, and logistics efficiency. Examples. My Hummer was built in March, did not get to me till July, thats 3-4 months of logistics time. My Tesla Model Y was built on Dec 26th 2020, and in my driveway 3 states away on Dec 28th 2020, thats 2 days logistics time. GM has got to look at everything Tesla is doing and take the best practices on themselves. GM logistics system sucks, and they are bogged down in supply chain partially because they have so many available options and build specs, GM is too old school... and will die if they do not catch up.
Here is some data to think about, puts things in perspective, Tesla Model Y, with only a couple option packages outsells the Cadillac and Buick Brands combined in the USA. That is with a starting price of $67K for the Model Y.

Ford strategy will crush GM long term, their next gen EV's are lead by the guy who did the Tesla model 3 and Y, programs, and understands the beauty in simplicity and volume. Meanwhile GM is spinning their wheels with an Equinox EV that has hundreds of build options at the factory level, not including wheels, and paint which are the only options on Model Y. GM has not learned, and strategically is making the same mistakes they have in the past.
 

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OK, you confirm you have never worked in a factory, more choice, is more complexity, and more problems with supply chain, and factory logistics, GM has not learned their lesson from Tesla, Tesla Model Y outsells any GM products in the USA with the exception of the Silverado, and Tesla makes more money selling a fraction of the cars GM does. GM should learn from Tesla, KISS, Keep it Simple Stupid. They should build 3 levels of trim and maybe 4 if you do a sporty model, package all the available options in each level, and go with it.

Tesla builds 500K cars in the Fremont factory annually, and crushes GM in productivity, and logistics efficiency. Examples. My Hummer was built in March, did not get to me till July, thats 3-4 months of logistics time. My Tesla Model Y was built on Dec 26th 2020, and in my driveway 3 states away on Dec 28th 2020, thats 2 days logistics time. GM has got to look at everything Tesla is doing and take the best practices on themselves. GM logistics system sucks, and they are bogged down in supply chain partially because they have so many available options and build specs, GM is too old school... and will die if they do not catch up.
I think GM is smart to give people AWD as an option in every trim level. Some people don't need or want AWD and would rather save the cost, but might like the fancier looking vehicle.
 

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Here is some data to think about, puts things in perspective, Tesla Model Y, with only a couple option packages outsells the Cadillac and Buick Brands combined in the USA. That is with a starting price of $67K for the Model Y.

Ford strategy will crush GM long term, their next gen EV's are lead by the guy who did the Tesla model 3 and Y, programs, and understands the beauty in simplicity and volume. Meanwhile GM is spinning their wheels with an Equinox EV that has hundreds of build options at the factory level, not including wheels, and paint which are the only options on Model Y. GM has not learned, and strategically is making the same mistakes they have in the past.
I know all about complexity and supply chain issues with factories...

Lets use 2021 Figures...
Tesla Sold 301K Cars in the US in 2021 while GM sold 2.2 Million.

Cadillac and Buick combined in the US equaled that of Tesla.

Half of Tesla's sales in the US were the Model Y.

We all know GM has been experiencing logistics issues with shipping.
 

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Discussion Starter · #34 ·
I think GM is smart to give people AWD as an option in every trim level. Some people don't need or want AWD and would rather save the cost, but might like the fancier looking vehicle.
As an investor, I hate that idea. Tesla has proven you can sell 300K annually of a model in the USA with an average price in the 70's, without making a bunch of option packages. This is why tesla profit is growing while GM is shrinking... Tesla has the right car, the right specs, and the right strategy, GM should be (like Ford is) building a better Model Y (better looking and better interior), but match Model Y on charging , and efficiency, and GM will have a hit on their hands.
 

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As an investor, I hate that idea. Tesla has proven you can sell 300K annually of a model in the USA with an average price in the 70's, without making a bunch of option packages. This is why tesla profit is growing while GM is shrinking... Tesla has the right car, the right specs, and the right strategy, GM should be (like Ford is) building a better Model Y (better looking and better interior), but match Model Y on charging , and efficiency, and GM will have a hit on their hands.
I don't know if people would buy a packaged turd just because GM makes it, quite the same as the folks who buy Tesla vehicles, but maybe I'm wrong there. I think Tesla's market share is going to go down once there are more choices.
 

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Discussion Starter · #36 ·
I know all about complexity and supply chain issues with factories...

Lets use 2021 Figures...
Tesla Sold 301K Cars in the US in 2021 while GM sold, 2.2 Million.

Cadillac and Buick combined in the US equaled that of Tesla.

We all know GM has been experiencing logistics issues with shipping.
Look at current quarter numbers, Tesla over 500K pace in the USA in 2022, 200K of which are model Y, and Tesla still is just barely getting going at their biggest factory in Austin.

I like data, let's look at Tesla 2022, 1H actuals and 2nd half estimates, shall we? These are from Troy Teslike on twitter, who accurately predicts Tesla volume each quarter.

Rectangle Font Screenshot Parallel Electric blue
 

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Look at current quarter numbers, Tesla over 500K pace in the USA in 2022, 200K of which are model Y, and Tesla still is just barely getting going at their biggest factory in Austin.

I like data, let's look at Tesla 2022, 1H actuals and 2nd half estimates, shall we? These are from Troy Teslike on twitter, who accurately predicts Tesla volume each quarter.

View attachment 3013
It's still a matter of "can't walk into a dealership and buy an EV unless I wait 6-12 months" thing right now. Unless you want to get raked over the coals by the dealer for the couple that they might have access to through the dealer network. Maybe it won't get better any time soon though, since more and more people are converting once they see the light.
 

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Discussion Starter · #38 ·
I don't know if people would buy a packaged turd just because GM makes it, quite the same as the folks who buy Tesla vehicles, but maybe I'm wrong there. I think Tesla's market share is going to go down once there are more choices.
Well, Model Y will sell 750K globally this year, more than any GM product, and more then Buick and Cadillac brands, and worse the Model Y has a much higher average price than Buick and Cadillac, so Tesla is not flooding the market with cheap junk. I think companies should pay attention to Tesla, learn from them, there is a lot they are very good at.

Honestly, I don't think GM can match model Y technically, range, efficiency, charging, driving excitement , reliability. My Model Y had 11 build issues on delivery, fixed in 2 service visits, since then it has been flawless, fun to drive, and always achieves 4 miles per kWh. My HummerEV has a running list of issues, and functions that are not working correctly. Still a cool truck, but far from what I would call reliable.
 

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Discussion Starter · #40 ·
I'm probably biased in the whole conversation because I find tesla's designs to be incredibly dull inside and out now.
No shit, so do I, hence saying GM needs to build a better looking ModelY, but need to match Tesla on the Technicals. Cargo, Range, Efficiency, Charging, Driving Fun... I am not sure GM can match Tesla technically. You have to go drive a tesla 3 or Y, they drive really really well (sans the stiff suspension)
 
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