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Is it correct to say that most of Volkswagon's electric vehicle sales are actually petrol-electric hybrids rather all-electric vehicles?
No.

Check out the ID-3 for example https://www.volkswagen.co.uk/electric/electric-cars/id3.html , the sticker price is GBP 30k which brings a full electric household car within range of a lot of people, and explains why I've been seeing more of them on the street.

ID.3, ID.4, ID.5 and ID.buzz are fully electric. VW is serious about electric cars, now.
No. Vw and Renault sell most of the EV cars in Europe now which is the second biggest market after China. Tesla fan boys won't like it but the US EV market is smaller than Germany lol
VW is the EU market leader on BEVs. They also sell some PHEVs.
"The likelihood that 150, 160 markets in a very short period of time—and one decade is a very short period of time—will converge fully into one drivetrain is highly unlikely." - BMW AG CEO Oliver Zipse

Spoken like a true dinosaur.

He’s 100% right though.

People who are buying EVs right now are classic early adopters: Western, middle to upper class, willing to overlook inadequate charging infrastructure and good but not great range.

To get the other 90% to move is going to require governments spending billions in infrastructure. Which is challenging when most are running large deficits and at every turn are up against a powerful coalition of oil and gas interests. Not to mention the myriad of logistical and technical challenges eg. can grids support EVs.

You’re absolutely right but this statement is largely true of the west.

Meanwhile, cities in China have electrified their multi hundred thousand strong bus fleets and have built the infrastructure to cope.

Sadly we in the West have just lost that hunger for big projects.

Lots of bus systems are being electrified in Europe.
It’s not just hunger, but it’s ability to execute at reasonable costs.
I don’t understand what buses have to do with anything. They are the easiest segment of transport to electrify i.e. fixed routes, handful of depots all in industrial locations.

I’m more interested in how you bring EVs to the edge cases of society eg. rural areas of Indonesia, sparse land masses like Australia/Africa and the developing world. Because that’s hard and constantly overlooked in people’s timeframes.

Right, you say it's easy. How many buses have we electrified in our cities in the US?

I bet every city has 5 buses they've painted green with "ELECTRIC!!!!" on them, to show they're doing something. But nothing of substance.

King County Metro in WA is mostly electric and has been so for 50 years.
The state I'm originally from switched all previous diesel trains to electric today, and is switching most busses to electric by the end of next year.

Additionally, over the past year, availability of FTTH with symmetric gigabit connections was increased from below 1% to 53% of the state, with the goal to reach >98% by the end of the year. Over 38% of the state already have switched ISPs accordingly. This is also necessary to get >98% LTE coverage by area.

Big infrastructure projects are still possible :)

> People who are buying EVs right now are classic early adopters: Western, middle to upper class, willing to overlook inadequate charging infrastructure and good but not great range.

Yeaaa, but:

"China is both the largest manufacturer and buyer of electric vehicles in the world, accounting for more than half of all electric cars made and sold in the world in 2018. China also makes 99% of the world's electric buses"[1]

Technically China is west of the United States =)

[1] https://en.wikipedia.org/wiki/Electric_vehicle_industry_in_C...

Tesla shills won't let this stay on the front page for long lol
If dominance is termed as units shipped then it's somewhat of a foregone conclusion that Tesla will, relative to other market players, slip. However, no company has appeared on the horizon that matches Tesla in terms of perceived and actual innovation.
Do customers care about who is the best innovator?

They want cars, which are electric, and BMW et. al. will give them tons of those and that's it.

The other 'nice things' Telsa has are niche feature offers; nice, but not going to change the world.

Elon is betting that he can automate manufacturing better than other companies, that remains to be seen.

===== EDIT:

There's a broad belief in the US that "Tesla has change the world" ... which really isn't true.

If we wanted to attribute it to a car, it's probably the Nissan Leaf though that wouldn't be right either.

I think the 'Tesla Myth' is borne out of pop culture instinct, not really industry reality or data.

Here are the facts [1] (EV sales historical)

Tesla has never been an important EV maker - in terms of volume.

The major manufacturers have always been innovating, tweaking, and out-selling Tesla on EV's by a wide margin.

If Tesla were not on that chart, it wouldn't have changed a thing.

Tesla is a niche player and boldly entered into a locked up market, and helped some pop culture trends and some points of innovation - all of that is meaningful and they deserve credit - they are a great company.

But they didn't move the needle that much and we'd be in roughly the same position otherwise.

[1] https://afdc.energy.gov/data/10567

The Cult of Elon is alive and well.

He is a pop culture icon now, and that's marketing that money can't buy.

I don't think it's about Elon, though in the very early days he certainly helped.

They're an upper middle class status symbol now. It's likely gonna take a solid decade of something being better for that to change. As long as the product is at least arguably competitive they'll be fine.

Yes, but they are not more of a status symbol that BMW, at least broadly.

Their brand power is not going to be enough for them to live in a very well established industry of premium and regular brands.

Tesla will do fine, I think they will be a legit new car company, but that's just it: 'another' auto player.

> Yes, but they are not more of a status symbol that BMW, at least broadly.

Forget BMW. They had a lead with the i3, which they squandered. Their latest EV is the Mini One Electric, which is a rebranded i3. BMW dropped the ball.

No decent future lineup of EVs. More importantly, no planned investment in battery factories. BMW is dead in the water, with a lag behind Tesla of 5-10 years.

VW is the first brand I see with a less than five year lag behind Tesla. Battery production capacity is a good metric for how much of a competition each manufacturer is. VW should catch up to Tesla a bit before 2025, assuming no delays and assuming no ramp-up of Tesla Gigafactory investment.

In the short term - yes.

But it's a massive, massive industry. Maybe the biggest. 5 years is a blip.

The 'brand value' of BMW is going nowhere, same can be said for 'all the other brands'.

The industry will catch up, brand by brand, at which point it remains to be seen what Tesla will look like in the mix.

My prediction is that it's a 2cnd tier player, but they are growing fast, they could put themselves in the position of being a major player no doubt. But I don't see the other brands changing that much in terms of status.

Tesla’s already changed the world. The fact that traditional car companies like VW can even make a bet to go all electric is because Tesla has showed it’s a viable and highly successful strategy.
This is likely ahistorical. VW was a bit later, but other market leaders Nissan and Renault released their platforms before the Tesla Model S came out.
I think if you drew a graph of electric car adoption and compared it to one from a hypothetical world where Tesla didn't exist, the zoomed in view of the last ten years would be a little higher with Tesla. By the time 2050 rolls around it'll be real hard to tell the difference.
The shift was inevitable and always in progress with or without Tesla.

They have been selling and experimenting with electric cars for a very long time.

Nobody has 'copied' anything that Tesla has done, they've done it on their own terms and sales have been picking up especially in Europe for a long time.

Tesla added some enthusiasm and pop culture flavour to the moment, but they didn't change anything. At most, they accelerated the timeline by a few years.

Other companies have experiment with EVs for a long time and repeatedly, invariably failed miserably at it.

One crucial mistake they all made was focusing on the low-end, where the technology just wasn't viable/practical and couldn't be made viable/practical in one step.

Tesla's genius was focusing on the high end first and letting that trickle down. Starting with a car that didn't have to be practical to be viable.

Everything failed until it didn't.

Millions of EV's are sold by companies that didn't copy or follow Tesla.

I agree with your assessment of how Tesla 'did it' - but other companies were 'doing it' at the same time.

The Renault Zoe (which outsells any Tesla in Europe) came out the same year as the Model S, and is about as low end as (Western) electric cars get. Focusing on the low end apparently worked in that case...
Tesla may have "changed the world," but that doesn't mean it will retain dominance.

Tesla has always been a bet that a tech company can learn to make cars faster than car companies can learn to make tech. Moves like VW's push the latter aggressively, while Tesla is taking longer to scale its car production, giving credence to the idea that the electric car the average person drives twenty years from now will not be a Tesla.

And if that's the case, can Tesla justify its corporate valuation? Comparing Tesla's stock to other automakers, the markets have priced in an expectation of rapid earnings growth; the stock will plummet if those expectations can't be met.

Not sure why you’re downvoted considering Corolla is the best seller. If any EV takes largest share in the future, it will be Corolla EV/Golf EV/Focus EV.
Tesla themselves do not even believe in these wild fantasies which is why their R&D has been stuck for the past 3-4 years.
Tesla killers have been promoted by media since Model S in 2012. But I can see how this time it is different. VW seems to be boldly all in and that's a very good thing.

Although around 2025 to 2028 we may start to see full scale deployment of self driving technology. VW will not be ahead unless they go all in on that too.

>>Although around 2025 to 2028 we may start to see full scale deployment of self driving technology

I honestly don't understand how anyone can actually believe that. Actual self-driving(not just a fancy cruise control) seems about 50 years away if not more. There will be "self driving" systems which work on nice american streets and motorways, but a general use self driving system that can be sold worldwide? Not a chance in the next few decades.

"critics are like eunuchs, they know all about how to do it, but they can't do it"

Could you provide some data at least when you give any sort of predition on the future ? Otherwise it's meaningless. anyone can have a "feeling" or an "opinion"

What sort of data would you deem acceptable? I have driven latest Model 3 with their self-driving package enabled, I have driven the latest Mercedes S class with the latest and greatest from Deimler and same from Audi - all of these systems feel like absolute magic when they work, but when they don't it all falls apart really quickly.

Like, don't get me wrong. It's a great system. But it's just a very clever cruise control. It's nowhere near Level 5, not even Level 4 and I'd argue it's not even level 3 at the moment. And yet the OP says we'll see "massive self driving deployment by 2025-2028"??? Like...how? With what technology?

Well at least this comment has like 10x more substance. At least you tried the system.
And yet, both of your comments have contributed exactly nothing to the discussion other than ridiculing me - what is your end goal here exactly?
improving the level of discussion in the future. I actually liked your second comment. the first one was downright annoying: which are you speaking from ? from what data ?

knowing you've tried in reality the system makes your comment have wayyy more weigth.

i know i'm an ass but i don't think my criticism was unjustified.

You don't need data to know that the last 5% of most difficult engineering problems is going to be the bulk of the work.

Just look at the state of Tesla's full self driving product. Yes, it's impressive in many situations yet it fails at things that are generally. What's the point of automation if I have to babysit it?

> "critics are like eunuchs, they know all about how to do it, but they can't do it"

So? I can't BASE jump, but you should still heed my criticism if I tell you doing it from 30 feet up won't work.

Someone who can't cook can still identify bad food. Someone who can't code can point out that Facebook's UX is confusing. A non-driver can identify bad driving. A non-singer can identify someone being off-pitch. Dismissing criticism in this nature is a mistake.

> So? I can't BASE jump, but you should still heed my criticism if I tell you doing it from 30 feet up won't work.

No its just a meaningless opinion that is polluting the feed. Its just noise. In general in technology debates, especially here on hacker news, we prefer actual "insights" or "diffs" if you go read the site guidelines.

"You will probably die or be injured if you BASE jump from 30 feet up" isn't noise, isn't a matter of opinion, and requires no direct personal experience in BASE jumping.
Everyone knows it, its a meaningless info, so its noise. Ot like having adults speak and the some child come and says "hey look the sky is blue"
When someone proves constructively P=NP, so self-driving is a deterministic mathematical solution, and not AI wishful thinking.
Waymo is doing actual for customer self driving right now.They need to scale it up a lot, but 5-10 years is a lot of time in AI research. Deep Learning did not exist 10 years ago.

Tesla is trying hard too, but it goes with a big dose of bullshiting from Musk. They are a lot more dependent on AI break troughs in DL due to their vision only philosophy.

OpenAI research around scaling laws in DL suggest that naive 1000 increase in training compute over CLIP should get us to state of the art vision in zero shot settings i.e. without task specific training data. But they probably can cover 1/3 of that with algorithms improvements. Beyond that machines should really be above human vision across the board besides adversarial settings.

Quote https://arxiv.org/abs/2103.00020 :

> While scaling has so far steadily improved performance and suggests a route for continued improvement, we estimate around a 1000x increase in compute is required for zero-shot CLIP to reach overall state-of-the-art performance.

There is also the question of robust car control, but there should be good progress on it too due to RL research.

Waymo has cars outfitted with 100k in sensors, HD maps, and their cars are geofenced to a few neighborhoods with excellent visibility. What Waymo is doing is way easier than solving the general problem of self-driving, where cars have to figure out safe solutions to not-seen-before problems.

I think it will take years before Tesla FSD can drive from A to B without making catastrophic errors, but at least they're trying to solve the correct problem. And I think it's important to remember that it's OK if self-driving cars behave stupidly in ways that don't kill people, because the status quo has people dying every day because they're drunk/tired/texting, and self-driving only has to outperform the worst drivers in order to be a big leap forward.

Tesla is not solving the correct problem i.e. “how to build the best FSD car with the best technology”

They are trying to solve the “how to build FSD that works on existing Tesla cars because Musk has tricked a whole bunch of buyers into handing over money” problem.

Our heads constantly move around and have the worlds most advanced neural network trained over decades to understand objects and how they behave. So for us vision works. But because Tesla isn’t solving the right problem they insist on going down this road instead of LiDAR which is safe and works.

Evolution took only 6 million years to get the wetware sorted that is then trained daily for years to get it in a state to make it able to drive with approx. 4 accidents occurring during it's entire lifetime.
I think Waymo is going about it the right way, given the reliability required: Solve 100% of the problems in a restricted environment, then gradually remove restrictions on the environment and solve 100% of the problems after every step. I think this offers some divide and conquer benefits and guards against introducing sloppy hacks that are hard to disentangle from the system later.

Sounds logical, doesn't necessarily mean it's true. I'm not an expert.

Sure, but I don't believe Waymo will be able to sell this tech in a regular vehicle that any customer can buy. They will run a fleet of their own taxis where they accept full liability for the system.
If that fleet is big enough, none of us will need to buy cars. That's the future of self-driving cars.
So I keep hearing this argument and I just 100% don't believe that. It would already be cheaper for me to sell my car and just take an Uber wherever I need to go. Or get rid of my SUV and get a tiny car for 1/2 monthly cost and just rent something larger when I actually need it.

So....I know this, and yet I still prefer to have my own car that I drive myself. What do self-driving cars solve here? A self driving car is literally like a taxi, minus a driver. Yet even if taxis were quarter of their price, I would still like to have my own car.

But sure, maybe it's just me. But I think a lot of people prefer to have their own vehicle rather than take taxis everywhere, even if it's logically cheaper thing to do.

Deep learning took off in the last 10 years, but the idea has been around for more than 50 years. https://en.wikipedia.org/wiki/Deep_learning#History
Good catch. Still, I would say that it is the 10 last years that matter, because that's when people started to take it really seriously.

It's also interesting to think that we may have a lot of ideas like that. They are just waiting patiently for compute in some small communities.

And the compute quite consistently grows exponentially. We will make bigger absolute increases in compute in next 5 years than we did ever before.

Yeah.. I'm not touching self-driving until all cops and judges make it clear who's responsible for crashing/speeding/etc.
They will get better and the edge cases will drop but they will never be able to cover all the eventualities where a human would be able to make a far better decision than an algorithm.

It will only take a few fatalities for the govt to stop any autonomous vehicles on public roadways unless it is in a safe geo-fenced area with clear liability.

They don't need to cover all edge cases. They just need to be better than an average human and otherwise fail safely.

The life threatening situations are rather simple and reactive. It's a car colliding with something at a high speed.

No deep planing or human level negotiations necessary. Well designed LiDAR cars will almost never be at fault of killing someone.

I was predicting [0] in Nov 2018 that a next self driving car fatality will occur with 50% chance before March 2020.

80% before March 2021. Well, self driving cars are safer than I expected back then.

And Tesla should get there too sooner or later.

Also, the govt approach is proving to be quite risk accepting.

Tesla already killed and injured many people when on autopilot.

[0] https://www.metaculus.com/questions/776/when-will-the-next-f...

Autopilot has saved my life multiple times. Don’t take advice about this from people who’ve never been in a Tesla.
Wait, but there's a significant difference between

"automated system saved my life"

and

"automated system didn't kill me"

Like, my own car has several features which I believe are enough to prevent 90% of accidents in urban settings. But I find it hard to interpret when someone says "autopilot saved my life" - like, you mean "autopilot didn't kill me"? Because if it merely stopped hitting something then I really don't understand how you can be certain that

1) you wouldn't have avoided the collision by yourself

2) you wouldn't have avoided the collision with exisitng systems without going full autopilot

And I have been in a Tesla(few actually) and I personally think that they way Tesla does it is the worst possible implementation - it gives you so much confidence that you really stop paying attention(even though you absolutely should never ever do that) only to spontantiously decide QUICK! HUMAN, TAKE OVER! in the middle of a turn.

Like, if I owned a Tesla I'm sure I'd love the autopilot, but I also think it's far too dangerous to be forming any kind of statements like "we'll have full self driving rollout by 2025-2028" based on it.

My Subaru's stability control system may not have saved my life, but it saved my sheet metal several times. I still wouldn't let it pilot my car.
And so has ABS and traction control from rather expensive visits to the panel beater.

"saving your life" - never been in such a situation before except once in my life when I encountered a parked tractor trailer at the side of a country road in the middle of the night without any working lights.

I saw it when the high beams hit the rear reflectors and reflective number plate and I swerved out slightly without a major correction otherwise it would been a rollover.

Multiple times ????.

Jesus, you must be a terrible driver!
Autopilot avoids the other terrible drivers you dont see coming
Sure we will see FSD.

From companies like Cruise, Waymo etc who will be using them for very specific use cases e.g. deliveries or Airport pickups in well known, good weather cities.

But definitely not from Tesla who can’t even navigate around car parks let alone the wide range of conditions that their cars experience today.

It's 2021 right now and we're probably further from full scale deployment of self driving technology than we were in 2010.
Agree, but I will never drive a VW again:

https://en.m.wikipedia.org/wiki/Volkswagen_emissions_scandal

It is weird how certain things get forgotten.

It's especially weird how one-sided discussions are, especially when the original paper that proved the emissions scandal showed 6 carmakers cheating on their tests in the exact same way, including VW, Ford, GM, and a few other companies.

And out of all of those, only VW actually admitted it, and only VW ended up in the media.

That will be a lesson for PR people for years to come: If you don't admit it, people will reward you.

Not really true.

They got caught by EPA in California, sued, and settled. If that is what you mean by “actually admit it”...

Other manufacturers have also been found but not at the scale of WV.

Either way, I find your post interesting and would like to read up on what you are specifically talking about more. I don’t think you’re trying to normalize the fraud.

I don't have a car, I don't plan to get a car, and I've lived happily for years without a car. I use transit and cycling to get around, even though this takes a lot more time and effort. I even refuse to use a taxi.

Just to clarify my PoV, and my view why most carmakers should be closed immediately (at least VW started building electric vehicles since... that's at least some improvement).

The original study by the west virginia university, for the ICCT, names 6 carmakers all using defeat devices. (I read it back when Dieselgate happened)

Bosch, manufacturer of the VW defeat device, in trial, said that they delivered these exact configurations to all their customers, just with slightly different parameters.

Defeat devices based on temperature (instead of air pressure or humidity) are legal in the US, "to protect the engine".

One of the results of the dieselgate scandal was that VW was forced to build a certain amount of electric vehicles. Why weren't the other carmakers forced to do so as well?

This is incredibly interesting. I appreciate you taking the time to share more. I think I will do some more reading into it.
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His xanatos gambit will pay off either way, transportation will be decarbonized.
I mean, unless you take a US only view, it has already ended, surely? In the EU and China, the biggest markets for BEVs, they’re not the market leader.
Appears to whom? I'm in Eastern Europe and electric cars are everywhere. Very few of them appear to be Teslas.

(Note: this is just my observation on the ground, I don't know if sales numbers agree with me.)

Seems to me a lot of people who buy electric don't want a gas-guzzler badge on it.
There's a lot of people who aren't interested in projecting an image with the car they drive. They want a cheap, simple car that's easy to get serviced.
I don’t trust VW. Maybe because my first car was a 70.5 Baja Bug.

Maybe I’m gulping the kool-aid but I want a 500 mile range truck!

My current line up is a minivan, an 11 mpg land cruiser, and a Chevy Volt.

VW battery day: We're going to build gigafactories too! Tesla battery day months before: We're going to build terafactories, 1 of our factories will make as many batteries as VW plans to make in total
I am a big Miata fan. I own a 96 Miata, and it has stood the test of time. It’s the most fun you could get in a car for the reliability and price point IMO. I always said I wouldn’t get a new one until there’s a similar electric car (small 2 seater nimble convertible).

Miatas seem a perfect candidate for electric cars. I wonder if there’s anything out there that fits that niche?

Tesla’s killer feature is the charging network.

I haven’t seen any other manufacturer seriously address that. They all seem to assume that it will be magically “figured out” when these cars release. Electrify America and ChargePoint are garbage by comparison.

IMO, Amazon should just buy Rivian and outfit all Whole Foods with chargers.

350 kW CCS chargers are spreading fairly quickly, so they are probably right.

The experience is still better for Tesla, but it probably doesn't represent much of an advantage, parity will happen in a couple years.

Ctrl-f supercharger, found nothing.

I agree that VW and other manufacturers are going big on EV platforms and cars, but (in the US at least) until there is a viable competitor to the supercharging network, I will go with a Tesla.

It's like iPhone vs Android in the early 2010s. "It just works" is actually worth a lot, vs all the quirks you'll have to deal with for the non-Tesla alternatives.

Also, WTF is Telsa doing? Dumping all of its cash into a troll-themed GPU casino? Its self driving tech only makes news for how awful it is. Instead of the New VolksWagen For The New Millennium Where Your Car Whores Itself Out On the Side that they promised us, they're currently tooling up to produce a cubist military vehicle.

I get the grunts in the factories, but how are there any engineers that still work there?