[Martinjlm]

Originally Posted by silversleeper

I did enjoy the video.
Since it was made for a general non tech audience the good engineering stuff or tech stuff was all edited out. Jay Leno has mostly non tech in his but better to watch.
I am sorta getting her vision. I have to sit and ponder how GM gave up making good sedans and only made fleet vehicles for so many years. I have to sit and contemplate is she now trying to bring GM back to a car that people want vs foisted on gov entities or rental car companies and old brand loyal people?
I am concerned she doesn't include hybrids because USA is more like a few different countries in one so using another country or city as a model as what EV acceptance can be due to infrastructure, geography as well as climate and mental climate won't translate well to the USA.
Seems smart but not brilliant; but what CEOs are? So my buy sell hold would be hold

Here's my thoughts on why no hybrids…
Before GM announced the strategy to go all electric they had 9 or 10 vehicle platforms, 6 engine families, and 5 transmission families. Figure about 1/2 billion per year to maintain or upgrade a vehicle architecture, about $300M a year to maintain or upgrade an engine family, and $200M a year to maintain or upgrade a transmission family. Then look at an EV skateboard platform that has a fraction of the component content of an ICE chassis and is scalable to the point that you only need 2 or 3 to cover the entire portfolio spread that you currently use 9 or 10 ICE platforms to cover. Equinox EV, Blazer EV, and Lyriq (plus Honda Prologue and Acura ZDX) are built on the same basic skateboard with varying length. That would be 3 platforms in ICE trim. Silverado EV, Sierra EV, and Hummer EV are built off the other platform. There might be another platform coming. And they have I think 5 electric motors and 3 drive units that they use like Lego blocks to build the propulsion systems for each vehicle. That’s a crapton of cost savings. This is why all the new startups are starting with EV only instead of ICE.