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Comment Re:Sojust like every other tech growth story (Score 1) 213

Did you actually understand that the practice I mentioned, of colocating R&D engineers onsite during development, was an innovation practice that Chinese OEMs do and that GM does not do, and has never done? Because it sure reads like you didn’t understand this and thought it was some point about innovation at GM being stifled by being outsourced.

And you made a broad claim, not a narrow claim, about Chinese OEM innovation: “it's [sic] "innovation" is largely based on General Motors and other foreign research they got their hands on through partnerships that required technology transfers.”

Which was a stupid and obviously wrong claim.

Stop digging yourself a bigger hole.

Comment This line was such a tell (Score 1) 51

” the range of stakeholders that have informed us they rely on data”

I know they lie a lot, but I know they’re also astonishingly incompetent, and on this one, I think it may actually be them speaking the truth, ie they are so fucking stupid they didn’t consider the possibility that the data was used by lots of people and organisations.

Comment Re:Dumping vs socialising the costs (Score 1) 213

Once again, pricing below cost in your home market is not dumping. Dumping is about international trade, and it is defined as selling exports below the price you charge in your home market. There’s not a market in the world where Chinese OEMs are doing that. No overseas consumer is getting their hands on, say, a BYD Seal for 25k USD, which is what it costs in China. In the UK, it starts at £46k, for example. In Australia you can get it for about 33k USD equivalent, and that’s about as cheap as it comes overseas. This is not dumping.

Comment Re:Sojust like every other tech growth story (Score 1) 213

You know that dumping has a specific economic meaning, correct? And that it doesn’t fit this situation at all?

Dumping is selling the goods for below the price at which they are available in the *exporting* country. Not the *importing* country.
Here’s an example of this being defined in legislation.
https://www.gov.uk/government/...

Here’s how this plays out. Take a car like the Zeekr X. The base model is available in the Netherlands for 34,990 euros. https://shop.zeekr.eu/en-NL/co...

For this to be dumping, the Zeekr X would have to cost less than 35k euros in China. And is that the case? Why no, it is not. The Zeekr X sells starting at 21k USD, ie 18k euros. In case the maths is troubling you, that’s about *half* the price of the overseas price.
https://carnewschina.com/2024/...

So no, Chinese OEMs aren’t engaged in dumping, not even close.

Plus, this article was about the prices *in the Chinese market*!! And here you are talking about export pricing. Sheesh.

Comment Re:Sojust like every other tech growth story (Score 1) 213

Sigh. Obviously you don’t have to do something in the sense of being under an obligation. But if you want to convince other people beyond yourself, your claims need to be more than just bald-faced assertions.

And yes, innovations in the areas I described are indeed happening every 18 months. This is the last 36 months of production rollouts at BYD:
        May 2023 — Cell-to-Body (CTB) architecture enters wider production rollout.
* 2023–2024 — 8-in-1 integrated electric drive system deployed across more models.
* May 2024 — e-Platform 3.0 Evo launched.
* May 2024 — 12-in-1 integrated electric drive introduced.
* May 2024 — 23,000 rpm mass-production electric motor introduced.
* May 2024 — Enhanced structural Cell-to-Body (CTB) battery architecture.
* May 2024 — Wider rollout of 800 V electrical architecture.
* May 2024 — DM 5.0 plug-in hybrid powertrain launched.
* March 2025 — Super e-Platform unveiled and enters production.
* March 2025 — 1,000 V production electrical architecture introduced.
* March 2025 — Flash Charging Battery (10C, 1,000 A) introduced.
* March 2025 — 30,000 rpm mass-production electric motor introduced.
* March 2025 — New-generation automotive silicon carbide (SiC) power electronics introduced.
* April 2025 — First production vehicles (Han L and Tang L) delivered on the Super e-Platform.

The way these OEMs work is to run multiple parallel tech programs. As each program gets a specific feature close to GA, vehicle programs pull in that feature.

Comment Re:Sojust like every other tech growth story (Score 1) 213

As could have been predicted, you have the shittiest and wrongest of takes.

Does GM co-locate engineers from dozens of suppliers on its sites in the programme teams throughout the development phase? No, no it does not. This is but one of hundreds of innovation practices that have literally no precedent at GM or any US OEM, and which are used by Chinese OEMs.

American exceptionalism once again: quite literally incapable of accepting that companies and people overseas are capable of having their own ideas.

Comment Re:Broadcom are going to get spanked (Score 1) 65

Gosh, a little knowledge really turns out to be a dangerous thing, eh? Looks like the very thing you said was utterly non-negotiable, a US jurisdiction for any disputes rather than the UK, was in fact completely negotiable. So if you’re wrong on that, perhaps it’s time to step back from what you think you know and understand that you don’t know enough to comment knowledgeably about this case

Comment Re:Sojust like every other tech growth story (Score 1) 213

You can say rape on this app, you complete idiot. And did you seriously invite us to compare the rates of school shootings in the US with *beheadings* in Europe. You’re even more of an imbecile than I thought. There’s been a single attempt in the UK this year, and one that succeeded in 2020 in France. Beyond that? Nothing. By comparison, 53 American kids have been shot in school so far this year alone.

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