I thought about that immediately after posting. Thanks for the correction. I guess the open question is what impact loss of the credit will have on sales volumes. The Bolt seems like it's targeting the segment immediately below the Equinox. If they can ship them priced near 30k that's still very good. I suspect they need the LFP cells to get the price there.
Chevrolet BOLT resurgence
- Thread starter odie
- Start date
GM is a legendary company; they have had their ups and downs. The loss of credit hurts every company that qualifies; some worse than others.
I fully expect Ms Barra and Co. to continue on their EV business path and will achieve profitability. They have to. Their 100+ years in business shows they know how to change and grow with the times and technologies.
But we are entering a new era driven by the rapid advancements in technology. There will be blood.
I hate to say it, but remember, "Wait till the big boys get in..." Still waiting. J/K
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Can't ignore the gov't bailout in that history. GM has chosen fast follower status in the EV market, but I think it is well positioned to supplant Tesla as the leader in EV volume. Tesla messed up its product line with the Cybertruck, no updates to the S or X, and no sub Model Y model. Plus Elon lost the plot.
I think GM is making the investments needed to achieve greater production scale and drive down costs (LFP, Mn rich, domestic Lithium). Plus there are other domestic innovations, such as LiS and anode free, that can assist with driving costs down.
I think Elon will try and use his other companies to bail out Tesla. The brand destruction he wrought is, IMO, not repairable.
They do, Jeff. The company has been profitable by a wide margin over a Tesla for the last 10 years.
Your cherry picking investing in a new technology for a new motor vehicle type
The bottom line is GM makes vehicles and they are very profitable while Tesla struggles
Really now you must know for a company to grow it invests money for future products
Cherry picking their EV lineup does not credit the fact the company is very profitable
The CEO is 100% more reliable than Tesla CEO in her statements.
If GM has that much vehicle manufacturing dominance, why can't they make an EV that is profitable?
I am not cherry picking anything. I am talking about companies. Comparing the last ten years is cherry picking a start up vs a 100+ year old company. The Bolt was released in 2016 I believe and had the expertise of the legendary GM. "Wait for the big boys to get in."
Who is better poised for the future? If you ask market valuation, well the numbers are brutal.
The Model Y has been one of the best selling cars in the world for years and ain't exactly cheap. Beyond trucks, what's GM got?
In the U.S. market, the Mode Y significantly outsells the Equinox in the EV segment. While the Equinox EV is a popular non-Tesla EV, the Model Y consistently leads in overall EV sales. In the first half of 2025, the Model Y was estimated to have sold around 146,000 units, while the Equinox EV sold approximately 27,749 units. That's brutal.
Yeah, despite all the Elon hate, I can take a 2 mile walk in my neighborhood and see maybe 10 GM EVs, Meanwhile every 3rd house has a Tesla, so maybe 100 of them in the same route?
The only Equinox EV I’ve seen parked in our neighborhood is in my driveway.
Driving around I do see quite a few GM EVs including Equinoxes… but nothing compared to the number of Highland 3s and Juniper Ys already on the road.
This is laughable, the two companies are not comparable, however one thing we agree on, they both make vehicles as you mentioned in the first sentence.
So let’s see here General Motors sold over 1.4 million cars the first half of 2025 in the USA
How many cars did Tesla sell in the USA first half?
225,000
The debate is over. Your cherry picking, also failing to disclose the disastrous sales decline Tesla is experiencing 2025
How is Tesla‘s truck doing?
It’s almost like you’re suggesting that General Motors should sell only 225,000 cars instead of over 1.4 million
Here is the data source
https://www.factorywarrantylist.com/sales-report.html
It’s all good and no need for me to comment any further.
General Motors is making cars that Americans want. That’s why they sold 1.4 million and not 225,000.
