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Cake day: June 11th, 2023

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  • Its interesting to watch how the different approaches Turn Out. Germany just now massivly cut back in EV incentives. Its huge Car corporations are already struggling in the EV Market and especially in China.

    With french Companies offering a Car in the 20k€ range, German manufacturers fall even further behind.

    Meanwhile Germany still bets in selling traditional Cars in the shrinking Chinese Market…




  • The Thing about electric cars is at least threefold…

    First, the drivetrain. Legacy carmakers are already ahead or closing the Gap. Its mostly Standard hard engineering.

    Seconds: battery. It is the Most expensive Hardware component. While VW, Stellantis and US legacy Starts Bildung battery plants, it is way cheaper in China to source the battery modules from CATL, the industry Leader. Subsidized in China and for Chinese manufacturers.

    Third: Software and Infotainment. Legacy Cars suck at this, but its the Most important Factor, at least in China itself.

    Fourth: the Combination of everything in an underlying Platform. Here, legacy struggles too,but they are not that far behind (and Tesla ahead). The Problem ist, Chinas manufacturers are, again, heavily subsidized in developement of These platforms.