AD #3569 – Henrik Fisker Disses Gigacastings; Tesla Roadster Delayed Again; Mercedes Reveals New Van EV Architecture

May 17th, 2023 at 11:58am

Audio-only version:
Listen to “AD #3569 – Henrik Fisker Disses Gigacastings; Tesla Roadster Delayed Again; Mercedes Reveals New Van EV Architecture” on Spreaker.

Follow us on social media:

Instagram Twitter Facebook

Runtime: 8:36

0:00 Tesla Shareholder Meeting Highlights
1:12 Henrik Fisker Disses Gigacastings
1:52 U.S. & Canada To Build EV Charging Corridor
2:35 Thacker Pass Lithium Mine Gets Approval
3:02 Lyft CEO Says AVs Are Closer Than You Think
4:14 Mercedes Reveals New EV Platform for Vans
5:54 VW & Hyundai Outsell Ford in U.S. EV Sales
6:32 Japanese OEMs Partner to Develop Hydrogen IC Engines
7:06 Toyota Introduces Electric Mini Commercial Vans

Visit our sponsors to thank them for their support of Autoline Daily: Bridgestone, Intrepid Control Systems, and Schaeffler.

»Subscribe to Podcast |

5661 rss-logo-png-image-68050 stitcher-icon youtube-logo-icon-65475

Thanks to our partner for embedding Autoline Daily on its website:

24 Comments to “AD #3569 – Henrik Fisker Disses Gigacastings; Tesla Roadster Delayed Again; Mercedes Reveals New Van EV Architecture”

  1. Lambo2015 Says:

    Fisker raises the same concern I have with giga castings. Often times in manufacturing a great idea to reduce manufacturing costs is not feasible for other reasons like repair or service. Consolidating parts makes sense when reducing costs to build. Doesn’t make so much sense when your little accident that could have been fixed for $1500 turns into a $14,000 repair bill.

    So whats more difficult? Getting a lithium mine approved or oil drilling permit? Both seem to be a limited resource.

    Hey Lyft CEO AVs are already in use so what does he mean its closer than we think? Expanding the coverage outside of select cities? Yea I’m sure thats not far off. Tell me when you think it will work all year around in Detroit.

  2. Ron Says:

    EV on track to sell 1million, who loose market share? Ice car sales has to decline as the total market is not increasing.

  3. XA351GT Says:

    @ #1 yeah it’s hard sell for me to plunk down what they want for EV knowing that it is pretty much disposable if involved in a wreck. I saw a video of a Rivian pick up involved in a very minor accident and they basically had to take the entire rear off of it and rebuild it . It cost about 15k to fix and was out of the owner’s hands for months. Had that been a couple years old it would have been a total write off

  4. Dave Says:

    Speaking of Fisker anticipating changing techologies if gigacasting don’t get into accidents don’t need to fix them alas they can be welded according to some youtubes I’ve seen as well 1990 Toyota Previa had to drop the whole front end to do a valve job I predicted doom at the time Well turned out they rarely needed valve jobs so in practicality I was wrong and the Previa turned out to be one of the best mini-vans

  5. Dave Says:

    The lies Elon says; 250K cybertrucks a year with a 1.8M waiting list; maybe out of Austin? Elon says best vehicle ever made, better than the model Y. What can I say. How many do you think they will make?

  6. Drew Says:

    @5 – Lies are based on deception. Hype is based on exaggeration. Hope is based on faith. The auto industry has a history of hype and hope. Lies are rare.

  7. kevin A Says:

    @6 Lies are when you KNOW it isn’t going to happen. Hope is when it COULD happen. Hype is when you don’t CARE if it happens. Elon doesn’t care but is still lying.

  8. Roger T Says:

    Bizarre charging corridor announcement end point, I agree! Looking forward to the day the announcement will be a charging infrastructure along all US interstates. That would be an exciting announcement :) Until that day those who live in Kalamazoo and commute regularly to Quebec City will be well served, that is if chargers are fast and reliable.

  9. Lambo2015 Says:

    5-6 The best way to know if Elon is lying or not will be when production starts. It cost money (lots of money) to build for a capacity of 250K. After the initial ramp up (3 months max) if Tesla isn’t kicking out 20,833 trucks a month then he lied. With a waiting list that justifies the first 7 years of production he should build for that capacity unless he doesnt trust those reservations will result in sales.
    Either way if he puts his money where his mouth is then we wont hear any noise about not making 250K trucks a year due to capacity constraints.
    Thats not to say they wont blame batteries as a constraint.

  10. Albemarle Says:

    The solution for unfixable cars is to pay for insurance that gives you full value on write off for, in our case, 5 years. When we had a car written off (much loved VW Corrado), we happily collected what we paid for the car and bought something else. The added premium wasn’t much.

  11. Kit Gerhart Says:

    10 I’d be a lot better off if I’d never bought collision insurance at all, since I’ve never had a claim in ~55 years of driving.

  12. Kit Gerhart Says:

    Elon says they will build 250,000 Cybertrucks a year, but I’m wondering if they will build even one. It was announced almost 4 years ago, and so far, nothing.

  13. Mike Finko Says:

    Here’s a question for an engineer like Sandy Munro about Gigacastings – how much would these large pieces restrict a significant redesign of a vehicle? Could this be one of the reasons why Tesla has only done ‘bumper’ redesigns? Payback period would seem to be much longer with Gigacastings, but I’m not an engineer so can only guess.

  14. Drew Says:

    12. All that flat glass on the Cybertruck has to create very distracting reflections that echo to vanishing points. Further, the flanks will be visually blind, requiring complete reliance on the mirrors/cameras. It is just different for the sake of being different… not for real function.

  15. Kit Gerhart Says:

    14 Flat glass should be illegal. The reflections from Jeeps with it can be awful.

  16. Wim van Acker Says:

    @1 Concessions are not the bottleneck. The U.S.-based oil companies have over 6,000 purchased yet unused leases for exploration and production. They lack financing. The banks are the bottleneck. After the 2008/9 and the 2020/21 bail-outs to prevent bankruptcies the banks consider the oil and gas sector high risk and limit their exposure.

  17. Kit Gerhart Says:

    16 With their huge profits, shouldn’t the oil companies have “money in the bank” for exploration, if they want to?

  18. ChuckGrenci Says:

    Perhaps Tesla and others should retreat from giga-castings, and instead, use so called mega-castings using a more modular assembly. It would retain most of the ‘wanted’ rigidity but allow for easier repair. I would think it would be easier to produce a less than ‘huge’ single unit with a somewhat less complicated casting tool. I’m not an engineer, just trying to logic out a better way without causing a repair nightmare for those that could be affected.

  19. Kit Gerhart Says:

    What percent of cars get crashed seriously enough that repairability matters? Just curious, if there is any data.

  20. Bob Wilson Says:

    Fisher contracted with Magna Steyr to manufacture his EV. Fisher has no ability to order a gigapress for his EV. An EV that is barely sold in the EU. Building up parts from pieces does not require the capital expense of a gigapress. So he throws shade on the market leader.

    I remember his ‘Prius killer’ that introduced synthetic engine noise. He seems attracted to form and performance art over real products.

  21. Bob Wilson Says:

    Once upon a time, April 7, Autoline Daily wrote:

    “Tesla just cut the prices of its cars, again. This is the fifth price cut since the beginning of the year. Analysts were expecting Tesla to report strong sales in the first quarter thanks to the prior price cuts, but sales only rose 4%. That has us wondering if its sales would have gone down . . .”

    Then recently, May 16, Autoline Daily wrote:

    “Tesla’s price cuts really worked their magic in the U.S. Or, at least with the Model Y they did. Based on registration data from Experian, Tesla’s U.S. sales shot up 37% in the first quarter. But the Model Y was up 79%. …”

    My suggestion is premature speculation about Tesla having trouble selling their EVs based on the price is unwise. Elon has already indicated Tesla changes prices to reflect cost savings, lower prices, and delivery delays, prices up to reduce excessive demand. Wishful thinking that Tesla price changes reflects having trouble selling their EVs is risky.

  22. Kit Gerhart Says:

    The Tesla store near me has actual inventory, but few, if any Ys. They have Models S and X, both with and without steering wheels. A sales person said a steering wheel is now standard, and the yoke and extra cost option.


    1) That rivian repair bill was $45,000. The original estimate based on the very minor damage to the bumper cover was $1600. Once they removed the bumper cover they found that they had to replace nearly the entire rear half of the truck due to the way it was designed, including the rear window which was part of yet another ridiculous sub assembly that had to be replaced. Rivians will be total write offs in 2 years time and the insurance rates will reflect that accordingly. Same will occur with TESLAs with all their GIGA this and Mega that. Insurance will quickly escalate the more vehicles like this that are on the road.

  24. Kit Gerhart Says:

    23 A friend bought a Rivian recently. Hope it doesn’t get crashed.