AD #3193 – Mercedes-AMG Unveils New SL Roadster; Tesla Triples VW’s Profit Per Vehicle; Toyota Reveals More bZ4X Details

October 29th, 2021 at 11:50am

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Listen to “AD #3193 – Mercedes-AMG Unveils New SL Roadster; Tesla Triples VW’s Profit Per Vehicle; Toyota Reveals More bZ4X Details” on Spreaker.

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Runtime: 12:06

0:08 Volvo Launches IPO
0:26 Peugeot Introduces Electric 208 In Brazil
1:03 SK Innovation Invests in Solid State Battery Startup
1:34 Hyundai Partners with Solid State Battery Startup
2:03 Tesla Triples Volkswagen’s Profit Per Vehicle
3:52 Mercedes-AMG Unveils New SL Roadster
6:12 Honda Expands Battery Swapping Business
6:55 Toyota Reveals More bZ4X EV Details
9:05 You Said It!

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45 Comments to “AD #3193 – Mercedes-AMG Unveils New SL Roadster; Tesla Triples VW’s Profit Per Vehicle; Toyota Reveals More bZ4X Details”

  1. George Ricci Says:

    VW will never match or exceed Tesla’s profit per vehicle. Why, because they have the overhead of franchise dealer network that adds to the cost of each vehicle.

  2. Rey Says:

    Shocking isn’t it that Teslas profits are almost 3 times as much as VW. Not to mentioned will soon have Apps and there is an Energy division that sells Powerwalls and MegaPacks that are sold out for a year, and Tesla will soon be selling Energy , like your BEG will need Electronsfrom Teslas SC charging network,thus becoming the next Exxon or Shell, BP, or Chevron, Today Oct 29, 2021, TSLA @$1090+ buy it today , not Oil Stocks, or just buy that Corvette flat plane crank V8 that will one day be a collectible.

  3. Rey Says:

    #1 I thought dealers were supposed to add to the companies bottom line, as the mother company does not have that overhead.

  4. cdkrek Says:

    So if VW charges as much as Tesla does for each vehicle sold, profits will go up. Simple ;)

  5. George Ricci Says:

    3. Every owner/general manager of a franchise dealer will try to maximize profits. Have you ever seen a Tesla dealer markup a car over MSRP, or force you to buy an “appearance package”, or tell you one price on the phone and then when walk into the stellership tell you a much higher price.

  6. Lambo2015 Says:

    Tesla is obviously doing some things right but when you haven’t been in business for 30 years you have very few retired employees. I’m sure VW has expanded and shrunk enough times to have lots of buildings and underutilized resources that add to the bottom line. Being big and diverse also has its downsides.

  7. Rey Says:

    #5 George, curious , what is your recommendation then , get rid of DEALER model of sales? Not sure the franchise owners would be pleased , but that is what the mother company and NADA and dealers agreed on, and going by their defence and reasoning, from New York to Michigan to Texas they say they are the best getting cars to customers, and Volvo with Polestar and VW in Europe are going to be going Direct sales , it seems. The US market is unique in the this sense of NADA DEALER Franchise laws.

  8. Rey Says:

    ” Tesla moves @ the speed of thought” Harsh Tesla critic Sandy Munro who threw barbs @ Tesla mod 3 gaps and fit and finish in his firs Tesla teardown, the next cTesla car that he took apart was the modY, essentially 70% the same as the mod 3, a scant 2-3 years later, it had a two piece Megacast in the rear, and now samples of the same car from China , the modY has both ends having one Piece Megacasts, making assembly faster and alot simpler on top of eliminating a few hundred stamping machines and Robot Welders, and the floor space those things occupy, You Detroit Veterans should ask John McElroy the efficiency that translates too, as he seems to agree from a comment he made a month or so ago. Elon Musk and Tesla are not hobbled with 19th century thinking, who would go back to typewriters and landline Rotary Phones if they could?
    FYI, i used to dream of the convinience of Touch Tone Northern ☎️Bell

  9. Rey Says:

    ” Tesla moves @ the speed of thought” Harsh Tesla critic Sandy Munro who threw barbs @ Tesla mod 3 gaps and fit and finish in his firs Tesla teardown, the next cTesla car that he took apart was the modY, essentially 70% the same as the mod 3, a scant 2-3 years later, it had a two piece Megacast in the rear, and now samples of the same car from China , the modY has both ends having one Piece Megacasts, making assembly faster and alot simpler on top of eliminating a few hundred stamping machines and Robot Welders, and the floor space those things occupy, You Detroit Veterans should ask John McElroy the efficiency that translates too, as he seems to agree from a comment he made a month or so ago. Elon Musk and Tesla are not hobbled with 19th century thinking, who would go back to typewriters and landline Rotary Phones if they could?
    FYI, i used to dream of the convinience of Touch Tone Northern ☎️Bell

  10. Rey Says:

    The US supreme court will have to intervene to make things right about the DEALER system, I wonder how happy buyers of the C8 corvette are to be paying exorbitant prices for their cars that are in demand, who paid MSLP if they were not former GM employees,There are many disgruntled Ford Mach e buyers that were miffed thatDealers were selling beyond MSLP, Often in demand cars are loaded with unwanted options so that the dealers can charge way beyond mark up, “Take it or leave it”.

  11. Lambo2015 Says:

    Rey Maybe try some reading comprehension on others posts before more ridiculous claims of wanting to remain in the 19th century. No one has said the mega castings are not more efficient than conventional assembly methods. Even though you have continued to harp on that for days now. I believe the only negative comment was concerns on repairs. Where a relatively minor accident might be fixed for hundreds now may cost thousands with a single piece casting. Certainly the casting route is a huge win for manufacturing and a cost savings. No one ever denied that. Its just done at the expense of the consumer if it ever needs replaced.

  12. Bob White Says:

    That’s a terrible comparison between Tesla and VW. VW has multiple brands and covers the entire range from the cheapest to some of the most expensive cars available.

    By comparison, Tesla has a single car in the form of a sedan (M3) and a jacked up station wagon version of that same car (MY) which represents 95% of its sales in 2021. The X and S only account to the remaining 5% which makes them basically irrelevant in their overall numbers.

  13. Bob White Says:

    For Tesla to be worth more than the entire industry combined is beyond ridiculous and really shows how out of touch with reality our bubble economy really is.

  14. Rey Says:

    #11 as I said, the Tesla mega cast has sacrificial crash rails, it is bolted on , and most frontenders if it is ICE need major work , most are scrapped, of course from a Fossil car lover you will not admit that, maybe ask John McElroy , expertise, and actually the BEV drive of a Tesla is low down, and Electric motors are simpler than ICE with its hundreds of parts, everything from timing gear and radiators alternators and HVAC systems, all those I had to replace in a a subaru forester, and airbags and side curtains ,and that is why a car is scrapped,the sum of those parts are worth more than fixing a collision car is worth, and you worry about cast pieces.damaged
    cast pieces mean you probably did not survive. LOL

  15. Charles F Says:

    I’m sure the “yolk” steering wheel option for the Toyota bZ4X will be “egg-cellent”! I think you meant “yoke” steering wheel…!

  16. Rey Says:

    #13, Bob, yeah TSLA price is insane, and it will go to $1500/$hare come summer when giga Berlin and giga Texas are @half production, capacity of those 2 factories are 500,000 and 1,000,000 each respectively,fully ramped up, and we are waiting for Giga 6 announcement , oh Giga Berlin is having its own 4680 battery factory built as we speak, Youtubers are vlogging it,3 stories high, and Lambo , the vloggers are all named LARRY/S , yes we are all named Larry, from Giga Texas, to Giga Berlin./S

  17. Kit Gerhart Says:

    Yeah, it will take a while to get a Z06. The “garden variety” Stingray I took delivery of last Saturday took 13 months, and it will probably take that long to get a similar one ordered now.

    I just test drove a Tesla as the local store. It drove well, quick and quiet, though I didn’t get a chance to see what it was like at the speeds I go on the interstate, or on “noisy” pavement. The one pedal driving was kind of cool, and didn’t take long at all to get used to. The soft seat was clearly not sporty, but was comfortable, at least for the ~30 minute test drive. I’d never like some aspects of the controls, though, like needing to use the touch screen to turn on the wipers. At least it had a normal turn signal stalk. The car was a Model 3 Long Range.

  18. Kit Gerhart Says:

    15 kind of yellow and slimey

  19. Kit Gerhart Says:

    10 The dealer where I ordered my C8, and an Indy Penske dealer sell them at MSRP for customer orders, which essentially all C8s have been so far. There is no employee/retiree discount, which was about 7% on my C7. I think 2016, the third model year, was the first year of employee discount on C7s, after they got caught up with initial demand. It’s looking like it might take 5 or 6 model years to catch up with C8 initial demand. Mine is the third model year, and they aren’t even close to being caught up. I don’t think people are too annoyed about paying MSRP for C8s, and some have paid way more than MSRP. A C8 is a bargain at MSRP, if it doesn’t have too many of the available non-functional options.

  20. Bob Wilson Says:

    Back of the envelope, the 4680 cell has about 16% more capacity than the 2170. However, Lithium Iron Phosphate (LFP) chemistry is about 17% lower than the Nickel Cobalt Aluminum (NCA) 2170 cells. In effect, the increased capacity of a 4680 cell pack matches the loss of going from NCA to LFP chemistry.

    What a neat trick!

  21. Rey Says:

    #19 kit ,hope You enjoy the drive to Florida, and stay legal on the roads, driving a fast car can be intoxicating, and hope there are no
    hurricanes to deal with.

  22. Rey Says:

    #20 Bob, we have no info yet if the CATL deal will be 4680 cells too, somebody said in Electrek that it is cell to pack Prismatic but also someone said 4680 , so it is too soon to say, but LFP has its advantages like it will tolerate 100% charges whereas NCM &
    NCA formulations are not as tolerant, then there’s the safety aspect, but the Chinese are quite well advanced in battery technologies , like BYD blade, not even sure how they can sell their Dolphin SUV for under $30,000.

  23. Kit Gerhart Says:

    21 The drive to Florida is done. It was as enjoyable as a drive like that could be. For the most part, I drove about the same speed as in the Camry. I could probably get by with going faster in the Camry.

  24. Kit Gerhart Says:

    20 There must be different definitions of capacity for batteries. By the real definition, watt-hours per charge, the 4680 cells should have about 540% of the capacity of 2170 cells, since they have about 5.4 times the volume. Where does this 16% come from?

  25. Bob Wilson Says:

    24 – Kit

    The formula for cylinder volume are readily available and you can easily calculate the relative amount of battery chemicals versus the shell and end plates. Do the math and you’ll discover why the 4680 cell versus 2170. It is a simple arithmetic problem even grade school kids can solve.

  26. wmb Says:

    What I think is interesting with the bZ4X, is it’s propulsion setup. While other OEMs do the BEVs with RWD or AWD, Toyota is doing the bZ4X as FWD or AWD. This setup, at least it appears in the photos, gives them the same bulky, long dash as their current ICE vehicles. I wonder if this makes it easier to build them on Toyota’s existing assembly lines, with fewer modifications to switch from ICE to BEV?

  27. Kit Gerhart Says:

    25 Yes, the simple math says the 4680 cells should have 540% of the capacity of 2170 cells.

  28. Kit Gerhart Says:

    26 FWD is generally better than RWD for low skill drivers on slick surfaces. That could be a reason. FWD ICE vehicles have better traction in snow than RWD ones, typically having ~60% of their weight on the front wheels, but that may not apply with EVs.

  29. Kit Gerhart Says:

    25 This says the 2170 cells are 4800 mAh, and the 4680s are 9000. This makes no sense, nor does the “16% more capacity” stated in #20.

    https://www.torquenews.com/14093/tesla-18650-2170-and-4680-battery-cell-comparison-basics

  30. Merv Peters Says:

    29 enjoy hearing about your new car.

  31. wmb Says:

    @#28.) Kit your right with front wheel drive vehicles and in one of the images of today’s show, it showed that the bZ4X’s front structure is set up much like that of an ICE vehicle. Yet, the change is that there is no engine and the battery pack, is under the floor! That means that much of the weight, the battery pack, is being dragged in this setup, as opposed to being pushed in the case of other (one motor/RWD) EVs. If all or most of the weight were over the front wheels, as it is with most ICE passenger vehicles today, I could see this arrangement making since and being very efficient. Yet, with the FWD versions of this platform, it just seems that it would be less efficient pulling the battery pack. That’s what leads me to believe that there must be some other reason for the bZ4X’s architectural arrangement. One of the most expensive parts on an ICE vehicle, is the firewall and HVAC unit, which sets under the dash. If this portion is simular to, or not much different on BEVs then, it is on ICE vehicles (not having an engine, would a BEV need a front firewall?), they might save on retooling their assembly lines, training their employees and replacing the robots that they currently use.

  32. Kit Gerhart Says:

    30 Tnx

  33. Sean Wagner Says:

    I don’t think we should ever expect one of the two biggest car manufacturers by volume to achieve a step-change in profits over a sustained period of time. That could only happen absent competition.

    According to his own words, Herbert Diess is deeply troubled by Tesla’s ability to build a Model 3/Y three times faster than “VW”, though. Never mind that omits content and manufacturing depth from the equation – he knows the ins and outs and perceives a need for speed.

    Honda – That canister-based exchangeable battery looks a lot like what Gogoro is doing in Taiwan. Very similar weight too.

    Also really big news on the domestic (US) battery material front: Jeffrey Straubel’s (Ex-Tesla) Redwood Materials is partnering with a Korean company to make anode/cathode materials, supplies of which are dominated by China.

    Incidentally, how much of the IP for LiFe(PO4) cells belongs to BYD and CATL and other Chinese companies ? This chemistry looks set to dominate lower cost EVs, and there’s currently NO significant production outside of China, to my knowledge.

    Kit – Very much enjoy your driving reports too. Some of Tesla’s more dubious interface choices have doubtlessly originated in cost/build considerations. I hope common sense prevails one day – instead of a dubious yoke. Fail fast!

  34. Jim Head Says:

    Keep NADA, Keep the dealers. Keep the franchises. But get rid of the chicken laws that those guys hide behind. Make them compete in an open market. If those dealers support those archaic laws, they are not true entrepreneurs or businessmen, they are simply toadies hiding behind their mothers’ aprons.

  35. Sean Wagner Says:

    While we’re talking about cylinder volume over the weekend – there’s a video on youtube of the Blitzen-Benz engine’s startup at Pebble Beach.

    I’m perennially fascinated by seeing old valvetrains in action: this one dates from 1909, on a 20.5 liter four.

    So now back to EVs and Cadillac’s Lyriq. No word on exports at all aside from China, eventually.

    The Tesla Model 3 was Europe’s best-selling midsized car in H1 2021. Audi sold 15.6K E-trons locally over the same period of time, in a growing segment. Sources:

    carsalesbase.com/european-sales-2021-first-half-large-suv/
    carsalesbase.com/european-sales-2021-first-half-midsized-cars/

  36. Kit Gerhart Says:

    35 I’m surprised that premium brands so thoroughly dominate mid-size car sales in Europe. Is there less price difference between, say, Passat and A4 in Europe than in North America, or is the image of a premium brand really important to Europeans who buy cars larger than the more mainstream Golf et al? Asian brands certainly don’t do well, with Camry to best selling mid-size car, at #15.

    Also, it looks like Ford is getting out of the car business in Europe, as in the US, with no replacement coming for the Mondeo, according to the carsalesbase article.

  37. Sean Wagner Says:

    36 So far as I can tell, it’s been a long-standing trend for these cars to move up-market, to the detriment of non-German manufacturers who didn’t adapt.

    I just checked, and Citroen for instance has no cars above the small C3 at all anymore. Plenty of crossovers, though. Or take the Mazda 6 – it used to be very prevalent, just like the Ford Mondeo.

    Japanese cars certainly haven’t enjoyed the same success in Europe as in the US – especially the more expensive ones, never mind Lexus.

  38. Lambo2015 Says:

    14 If you have sacrificial crash rails that are bolted on. Then you no longer have a one piece casting.

  39. Rey Says:

    #38 lambo there are pics and and explainatitoins how it works is not rocket science very similar to 70s concept shock absorbing bumpers of 70s to 80s except this are not shock absorbing are secured by Shear bolts, but then that might be too much for you to comprehend,and you don’t want to do a Google search, as it is easier to hate Tesla.

  40. Rey Says:

    #35 Sean W, some drone shots in Shanghai Giga there are close to over 2000 on Teslas in holding lot 1000 mod Ys and 800 mod3 in
    please check in todays Teslarati website.
    As of today, Nov1,2021,TSLA is @$1160++ No stopping the Tesla train , will break $1250 by XMas, with Giga Berlin and Giga Texas racing to open, Giga Texas is almost a mile long on 3 to 4 floors, biggest factory in the World by floor space, over 10,000,000 sq ft, if I’m not wrong.

  41. Rey Says:

    #38 fenders and end pieces are easily replaced subframe on both end are the fast pieces,ordering the scafrificila pcs and replacing them should be easier and faster than putting on frame machine and straightening subframes as I have watched my bodyshop friend do it, once steel is crushed rust and corrosion will come, as I have experienced with 3 cars, a Subaru ,a Honda Civic and a toyota Sienna minivan, even with tons of tar and rustproofing liberally applied,”OUT OF SIGHT , OUT OF MIND” ,but CarFax will show up,in a search, in most cases.

  42. Lambo2015 Says:

    39 You crack me up. I’m not sure what you do for a living besides binge on you tube videos but I’ve been in the automotive industry over 35 years and actually designed and manufactured products. I’ve been involved in crash tests actually there personally watching them, not some video. I’ve ran engine dyno’s and worked for Ford’s global engine group. So other than just repeating stock prices and “stuff” I’ve maybe seen or heard I comment based on actual experience. My point was a very simple point that you keep harping on this one piece casting and then say it has bolt on sacrificial rails. Anyone with the slightest idea of how to count past 1 knows then its no longer a one piece casting. It requires assembly. Maybe that’s too much for you to comprehend.

  43. Rey Says:

    GM and Ford are Dinosaurs ,and are more like huge Oil barges that takes miles to turn around, The Chinese will rescue them for pennies on the Dollar. You might be an engineer but have no CS , have a nice day, GM needs your help. Go have a chat with Mary B.

  44. Rey Says:

    42 Chances are your kind of thinking are what brought GM to BK as change is hard. LOL

  45. Lambo2015 Says:

    I’m sure you would take great enjoyment in the Chinese taking over the US auto industry but I for one would hope Ford and GM can provide products as the EV market grows. Maybe its juts the American in me or maybe I’m a dinosaur but either way I’ll continue to support American made.