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US carmakers should be terrified, including Lucid

Ktw13 said:
Gravity 400kw charging plus the efficiency, you are not far off from this as milage gain per min of charging.
Also, those demo charger that provided 1000kw charging has a "power bank" attached to it as the inverter cannot provide enough power.
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I see that battery bank as a benefit not a downside, BYD is just using their own exact Blade packs to buffer the power and smooth out the demand from the grid. Its much cheaper than installing a giant oversized set of transformers and electronics to handle 1.5MW sustained.
 
illopp00 said:
I see that battery bank as a benefit not a downside, BYD is just using their own exact Blade packs to buffer the power and smooth out the demand from the grid. Its much cheaper than installing a giant oversized set of transformers and electronics to handle 1.5MW sustained.
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And paying utility peak demand charges.
 
Saksak said:
100% agree that it can buy time. The question is, what are we doing with that time?

What I see is we are pulling back on EV’s and doubling down on ICE vehicles and infrastructure. Meanwhile, the rest of the world is going full steam ahead on EV and electric.

Are we really buying time or are we shutting out the rest of the world because we can’t keep up? Are we moving forward, or are we closing our eyes and trying to remain happy in our land of dinosaurs?
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I’ve seen alcholics and drug addicts who at least acknowledge there is a problem
 
gaskiller said:
Reliability, safety, handling, performance. I bet you two of these are missing in every Chinese car.

Shiny on the outside!
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Jim Farley at Ford drove a Xiaomi for six months and didn’t want to give it up. Mary Barra at GM continues to sound the alarm over US manufacturers losing the global EV race to China. So if the CEO’s of our two largest automakers acknowledge this maybe it’s time to rethink our perceptions on the topic. Because as those manufacturers learned in the 70’s with Japan, it’s not enough to say you build a better car, you have to actually do it.
 
I just got back from a couple of weeks in Norway where, thanks at least in part to favourable tax policies, EVs were 95.9% of all new vehicle sales in 2025. Plug-in hybrids were another percent-and-a-bit I think.

According to Electrek Tesla is still the biggest player in the market. But there were a ton of Chinese EVs on the road, and notably a significant majority of taxis I saw were Chinese. I rode in one, a Nio ES6, and was impressed - the interior fit and finish, and the ride / handling, were streets ahead of the Model Y (although I still prefer the interior of my Lucid). From what I could see as a rear seat passenger, the software looked just as good as Tesla's.

I also had a wander through Nio's showroom in Oslo. Impressive-looking products. For a discount of around $20k you can opt for their 'Battery as a Service' model, which means leasing the battery at $200 a month.

Just my $0.02
 
Spin Doctor said:
I just got back from a couple of weeks in Norway where, thanks at least in part to favourable tax policies, EVs were 95.9% of all new vehicle sales in 2025. Plug-in hybrids were another percent-and-a-bit I think.

According to Electrek Tesla is still the biggest player in the market. But there were a ton of Chinese EVs on the road, and notably a significant majority of taxis I saw were Chinese. I rode in one, a Nio ES6, and was impressed - the interior fit and finish, and the ride / handling, were streets ahead of the Model Y (although I still prefer the interior of my Lucid). From what I could see as a rear seat passenger, the software looked just as good as Tesla's.

I also had a wander through Nio's showroom in Oslo. Impressive-looking products. For a discount of around $20k you can opt for their 'Battery as a Service' model, which means leasing the battery at $200 a month.

Just my $0.02
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They’re investing in the future, we’re subsidizing the past.
 
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Aka-none said:
Oh I don’t think anyone claimed they don’t work but that they have outsized negative impacts.
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A lot of people claim they don’t work. An even greater number of people think they have side effects that outweigh the benefits to themselves and society.

Both are incorrect, save a very small number of people who actually have adverse reactions. It is precisely those people (and the immunocompromised) whom vaccines help the most, through herd immunity in the rest of the population, but I digress.
 
Wow! I came into this post out of curiosity. Imagine my surprise as it digressed into Covid, measles and a whole bunch of political viewpoints! Then the term 'science' got thrown in for good measure (which sadly has turned into a whole other political debate)

I find it sad that people seem to insist on turning everything political and continuing to strengthen the 'divide' of our nation. Very sad!

Anyway, as far as actual topic-- I personally want nothing to do with any communist government subsidized built Chinese car (even if it was sold here in the USA). Why? perhaps for the same reason I never wanted to own a Russian Lada or East German Trabby from back in the 80s. I have zero trust in communist products (be it car or just about anything else). Funny how we don't have North Korea products in this mix huh?

I do find the comment comparing to when Japanese cars first hit the USA quite interesting however.

Mind you I've had my Lucid Air just over 3 years now and still love it. I still don't see other viable alternatives for myself to be honest. I also realize I may be alone in this observation but it's my personal opinion.


Ironic, I used to feel we were in for a grid breakdown if we had EV adoption too quickly before our electric grid is updated and strengthened--- but now I feel this huge influx of data centers will bring down our grid long before the growing EV owners will.
 
Very sad indeed that you find it sad that you think people seem to insist on turning everything political. Everything is political, especially in a post that is political. Politics is playing a huge roll in why "US carmakers should be terrified" as the title of the post suggests. And yes, while this isn't a covid or measles or politics forum, again everything is tied to politics. Especially in the US where one major political party blatantly ignores proven facts and science and instead makes up their own "facts" based on falsehoods and propaganda. But I digress...
 
soccers56 said:
Very sad indeed that you find it sad that you think people seem to insist on turning everything political. Everything is political, especially in a post that is political. Politics is playing a huge roll in why "US carmakers should be terrified" as the title of the post suggests. And yes, while this isn't a covid or measles or politics forum, again everything is tied to politics. Especially in the US where one major political party blatantly ignores proven facts and science and instead makes up their own "facts" based on falsehoods and propaganda. But I digress...
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ah yes, you are just proving my point that much more with regards to politics. Have yourself a wonderful day.
 
chris said:
I have zero trust in communist products (be it car or just about anything else).
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You might want to ditch your Smart TV and every other electronic device in your home for that matter.

Our desire to keep Chinese EV’s out of the US has more to do with protecting our auto industry than data privacy. I’m not saying that’s wrong but we should call it what it is. Because if we were really concerned about data privacy we would have exiled Tik Tok years ago, gotten serious about cyber security, and started making our own smart devices. The truth is we largely conceded this battle years ago. And now we’re trying to reclaim our past instead of investing in our future.
 
Unlike a Smart TV where your biggest worry is China spying on your viewing habits, with a modern Internet connected car, spying and other nefarious issues become much more possible. Think of using the cameras to view secure military, scientific or other secure facilities. Possibly using infotainment system to listen in on private conversations. Or even brick all cars or have them drive off cliffs (in the event relations go very bad between US and China). There is also the issue of China heavily subsidizing these companies so that they can put other countries car companies out of business and also possible slave labor alogations.
 
Northpointe said:
You might want to ditch your Smart TV and every other electronic device in your home for that matter.

Our desire to keep Chinese EV’s out of the US has more to do with protecting our auto industry than data privacy. I’m not saying that’s wrong but we should call it what it is. Because if we were really concerned about data privacy we would have exiled Tik Tok years ago, gotten serious about cyber security, and started making our own smart devices. The truth is we largely conceded this battle years ago. And now we’re trying to reclaim our past instead of investing in our future.
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I imagine how hard it has to be to live in a house with no electronics, kitchen gadgets, and a long list of Chinese made products! A very minimalist approach to life 😂
But I guess cars subsidized by Petro dollars are more ethical than those made with subsidized Chinese capital 🤔
 
Northpointe said:
You might want to ditch your Smart TV and every other electronic device in your home for that matter.

...
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Better fling that iPhone into the nearest lake.
 
I also find it funny that the population that overshares absolutely everything on every possible social media platform is worried about privacy when it comes to foreign made products.
 
martinjlm said:
Better fling that iPhone into the nearest lake.
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The internet connected components in the iPhone are not made in China. Also, Apple is not a Chinese company and therefore not required to share data with Chinese government like all Chinese companies. I have no issue with buying Chinese made clothing or appliances but a car opens up a Pandora’s box of nefarious possibilities. I have a TP-Link mesh router that I will probably consider replacing with a non-Chinese made one in not too distant future. But I also have a number of TP-Link smart switches that I am not worried about (is China really interested in when I turn my lights on and off?)
 
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