Alex Profile picture
2 Mar, 6 tweets, 2 min read
The latest Manager Magazin article about VW & its attempt to match Tesla confirms my most negatives views of VW and corrects some of the positives I had to neutral

The situation is worse than expected

Recommended read for all Germans

I'll likely tweet about it in the next days
Every brand in the VW Group has selected its own cell formats & purchased them separately🤦‍♂️

That has led to 20 different 🔋 battery cell formats & internal chaos

Schmall Resort Technology

"the strategy for the future concept is not quite in place yet. We still need 1-2 months"
Diess is internally still not very much liked. One issue is that he continues to hire BMW Managers expanding his network with former colleagues

When Diess heard that Tesla intends to reduce battery costs by 50% he said

Diess, "It must be possible for us to match that"
Early in 2020 partly more than 10k Engineers were active to rescue the ID.3 according to the report & Porsche & Audi had to help

OTA which was declared a duty was an illusion & SW stability simply didn't exists

With 12week projects & 14day sprint developments VW tried to fix it
Ulbrich booked rooms outside VW & locked supplier & internal people to fix the issues with sprint projects

Ulbrich "We worked faster and more efficiently in the bootcamps than in the old organization"

The problem: the old organization is still in place but the Bootcamp is gone
In 2019 Herbert Diess promised to the investor community a market cap of €200bn in 2020, today it's about €88bn

On board-level the new target is discussed at €250bn

The gap between wishful thinking and reality is widening and those situations never had a positive end

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More from @alex_avoigt

3 Mar
German survey with 5k people

Which of these German automakers do you consider most likely to be competitive in the field of e-mobility?

The 49% bar is 'none of those"
The same question differentiated in political orientation
The same survey results split into age groups

Interestingly the 18-29 age group has higher hopes for German automakers to be competitive with Tesla
Read 4 tweets
2 Mar
When VW started the ID.3 design they considered it as a cheaper version of the Model 3 - a premium luxury vehicle

VW was surprized how fast Tesla was able to reduce costs despite making profits and make the car available in their price range

Now they struggle to find an answer
The pace of innovation, design, and improvement is the issue VW has

I talked about that endlessly in my articles

Tesla overtook them while they thought they still have time and now they have a severe problem
It reads like VW gave up on the ID.X already & just tries to somehow make it work and sell to survive a few years

They attempt to fix all the issues including autonomous driving with their brand new approach for the Trinity & Apollon in 2025 & buy companies & start partnerships
Read 4 tweets
25 Feb
Artemis is the Audi/VW organization that supposed to develop the Trinity & Apollon BEV

GM Hitzinger was asked how many people work for Artemis

"At the moment it's still very small, we are just twelve people with whom we are building a brand new automotive tech company"

12! OMG
He continued

"We only have a few, but they are absolutely world-class people. For example, from motorsport and Apple"

The plan is that the 12 head Artemis team develops ideas that are used from the VW Group & integrated with their BEVs

I predict that won't work
GM Hitzinger

"Suddenly the car is a living space and no longer primarily a means of transportation"

While his vision is the right one nothing within the VW happens suddenly

Source
businessinsider.de/wirtschaft/aud…
Read 4 tweets
16 Feb
VW recalls 56k Golf 8 ➡️ software problems

Inertia of the infotainment system and response to touch inputs

Functional reliability of some assistance systems e.g. the
rear view camera, the parking aid

"Popping up" of many error messages not comprehensible by the drivers
VW Brand CEO Brandstätter on the question about Software issues of vehicles

(...) We have entered new territory. We are taking the bold, but also the difficult path. We have fundamentally redeveloped the latest generation of automobiles on a blank sheet of paper. (...)
VW CEO Brandstätter contined

"(..) That meant a steep learning curve for us especially in terms of the digital customer experience. We have now put that behind us. The biggest challenge was the new software architecture. We had to build up a massive amount of expertise for this"
Read 8 tweets
16 Feb
🇩🇪 Giga Berlin

Interview with Brandenburg Economy Minister Steinbach

Interviewer
'Will the delayed approval of the overall project car factory permit jeopardize the production start that is targeted for July?'

Steinbach "So, not by the issuance of the final permit"

💥
This is breaking & huge news for Giga Berlin.

What the Brandenburg Minister Steinbach just said is that the final permit will NOT delay the production start of Giga Berlin in July

He continued that other factors out of his influence may cause a delay but not the permit process
Minister Steinbach continued about a potential delay of the Giga Berlin production start in July

"The maxim must be that an expected judicial challenge of this permit is rejected. The approval is valid and thus comes into effect"
Read 12 tweets
15 Feb
VWs Chip shortage more severe than the public knows?

VW Purchasing Manager

"The hassle is huge. If the supplier didn't have a chip problem in their supply chain, we would get our ECUs."
VW continued

"If a supplier does not believe our figures & consults a forecasting institute that for whatever reason assesses the situation differently than our experts & therefore orders less in its input material chain, this could be an explanation for the current situation"
The VW purchasing Manager described the consequences

"At the moment, we have no chance of using alternatives for certain components from a purely technical point of view. In addition, we cannot retrofit certain electronic components."
Read 5 tweets

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