gowings97
Joined 4 years ago
Joined 4 years ago
You don't know what you're talking about.
You really are missing the forest for the trees with respect to cheap stuff from Asia and completely gutting our capacity to manufacturer from a national security standpoint, and totally ignore what effect the gutting has had on manufacturing in the other 50% of the Country living outside of metro areas.
It's nerd-sperging - "I want cheap shit but I don't want to think about the externalities like hundreds of thousands of people that live outside of metro areas overdosing on opioids because their way of a middle class life has been destroyed or national security, because I discounted / ignore them because I life in a perfect world where I just type on a keyboard all day and get paid more than 95% of Americans and I want a perfect EV."
Yeah I'm sure the Chinese will sell you cruise missiles when the time comes.
America is a farm - the US consumer is the product. The only thing that has gotten cheaper over the last few decades are consumer goods from Asia. The US auto industry is more or less an oligopoly - none of the OEMS, outside of Tesla, are seriously interested in competing on price.
"Current US admin only has 3.6 years left, ~2M voters 55+ age out every year, etc. Maintain momentum, be ready to spin up faster after regime change."
The majority of Boomers are liberal - the demographic shift you perceive is not going to work out the way you think it will. Gen-Z is increasingly leaning right, especially males.
Most people just want a 2018 era car (there's diminishing returns for vehicle technology at this point and average vehicle selling price trajectory, Post-Covid, is unsustainable) at a decent price - something with a six cylinder engine that can be easy serviced / repaired.
Globalist trade promoters are just short-term wishful / magical thinkers. It's magical thinking that you can create this social and economic imbalance via outsourcing it to the other side of the globe, without consequences over the long run. It's wishful thinking that there are enough upper middle class jobs / lifestyle for everyone that took Calculus.
See the hundreds of thousands of people in US that have died from opioid overdoses. 50% of the US population, specifically those living outside major metro areas, experienced a slow collapse (over decades) that was not unlike the fall of the Soviet Union.
A country should have _some_ semblance of what it is to truly source, manufacture, and produce the lifestyle that's made possible in the country. When the top 15-20% become completely disconnected from the other 80% working menial service jobs because the core manufacturing has been outsourced to outside the country, it will come back to bite you.
"Man must feel the sweat on his own brow" or at least have an appreciation for what makes this possible. Your comment essentially implies that you feel that you are above or should be disconnected from this reality, which is dangerous.
Half of the American consumers have _ZERO_ interest in EVs. Period. They don't want them. 77 Million of them voted for Trump. The other half are split between coastal tech bros that already have EVs, Boomers that buy PHEVs / EVs, and normal families that might be interested in EVs but after hearing the tradeoffs, decided to buy a Honda or Toyota because they're reasonably priced and reliable. From a OEM Product Planning standpoint trying to juggle the investment between ICE and EV (if you aren't Tesla) - this is the worst of all worlds. Tesla claims the vast majority of the EV marketplace and there isn't enough volume/interest to justify the billion+ investment in EV programs to pick up the scraps. No one has made money on EVs in the US except Tesla. That will continue to be true.
Oh, and whatever happened to the supposed massively deflationary pricing that was supposed to come to batteries? Turns out when you cordon off China from the supply chain and source materials from Australia and South America, you've completely lost any ability to continue to reduce battery prices.
This isn't China - you cannot mandate consumer preferences, although I'm sure you'd love to.