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13 Apr, 5 tweets, 1 min read
German Union IGM engaged Sociologist Andreas Boes to investigate the Tesla Shock

In all interviews with managers & industry experts the U.S. electric carmaker was "the elephant in the room" he said

"The auto industry as we think we know it will not exist like this in ten years"
Boes continued

"The California-based company is putting its finger on the problem,"

"The automotive industry feels downright challenged by Tesla"

At Volkswagen in particular, managers are working very hard to follow the example set in the USA
Head of VW Worker Council Osterloh replied to Boes

"I think the hype is an overstatement of Tesla's actual situation"

Volkswagen is simply better at many things, such as the chassis, Osterloh continued
Osterloh added

"Where Tesla is ahead of us at the moment - and the Volkswagen board doesn't like that - is their own expertise within the company. They build their own chips and make their own software. We buy all that in."
The headline of the discussion round

Don't be afraid of Tesla: Who's ahead in the electric car race?

German Auto already engages a Sociologist next step is a Psychologist. I wonder how many coaches work in the German Auto industry to get the fear of its Managers under control

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More from @alex_avoigt

13 Apr
Tesla letter to 🇩🇪 Semi ordering company leaked

End of 2020 new test Semis were built with some changes

The aim was to increase the range, efficiency, and reliability of the system

"The most important changes were technical updates to vehicle architecture and powertrain"
Tesla continues to be confident that the Semi will exceed the 300-mile and 500-mile figures mentioned at the launch

Final range estimates are disclosed when production is near
Tesla's charging connector, known as the MCS Connector (Megawatt Charging Solution), is currently the only one "capable of providing a fast-charging solution" Tesla wrote

In the "coming months", the new test vehicles will first be extensively tested
Read 5 tweets
13 Apr
Sandy Munro about the VW ID.4 - underneath
Sandy Munro about the VW ID.4 - suspension
Sandy Munro about ID.4 - someone made a mistake
Read 4 tweets
8 Apr
A 🇩🇪 VW Dealer about BEVs

"You have to explain a lot more than with a car with an ICE"

"We also earn very well from after-sales service with diesel & gasoline engines. The oil changes alone. That all falls away for us"

"often the consulting effort exceeds any reasonable level"
He continued that although they get less commission for a sold BEV in the VW Agency model they don't have to buy the cars like an ICE which is a positive

Interesting bc Greenpeace published a report that dealers have bought together with VW companies in 2020 about every 4th ID.3
I wrote 2 articles about the issue of VW with its Dealers

You'll find both on my patron page free to read
wiwo.de/unternehmen/au…
Read 8 tweets
8 Apr
🇩🇪 Giga Berlin

In a court case of DUH against the Federal Republic Germany (not Tesla), Tesla made interesting public statements to improve the permit process and suggest 10 improvements

"Germany's permitting framework for industrial and infrastructure projects, as well as .."
" ..for land use planning, is in direct contrast to the urgency needed to plan & implement such projects to combat climate change"

"Particularly irritating" to Tesla is that 16 months after the application was filed, there is still no timetable for issuing a final permit.
The "most glaring problem," Tesla said is that current procedures & laws treat projects that combat climate change and those that accelerate it the same

Tesla also criticizes the fact that most documents still have to be submitted in paper form. Digitization should be mandatory
Read 9 tweets
20 Mar
Ark Invest updates $TSLA Model for 2025
Key Assumptions
2025 highest likelihood $TSLA $3,000
Read 9 tweets
19 Mar
Audi CEO Duesmann yesterday

Supply chains are broken in several places, he said, "the effects are clearly being felt through rescheduling"

"2021 remains challenging"

"Our ambitious goal is to grow significantly compared to the previous year"

10k vehicles can't be delivered
Audis CEO Duesmann continued in the interview about how long Audi will deliver ICE vehicles

"that will probably also be decided by our customers"

The press repeats since days the factual wrong reports that Audi will stop ICE production

Thats false
When the CEO was asked about the new EU CO2 norm

'The benefit for the climate would be very small, but the technical effort would be very large, "and we would then lack the money for the development of battery electric vehicles." '

"The ICE are financing the transformation."
Read 4 tweets

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