Personal Log  #1205

March 15, 2023  -  March 18, 2023

Last Updated:  Thurs. 9/07/2023

    page #1204         page #1206         BOOK         INDEX         go to bottom     

 

3-18-2023

New Strategy?  Talk of how expensive the upcoming new Prius Prime could be has stirred comments like this: "They are pricing gen 5 into luxury territory.  Guaranteed to keep sales low. new toyota strategy?"  I was intrigued, wondering if I could get any type of constructive feedback to what pointing out something this long-time group member should recognize:  How would you avoid the Osborne Effect?  Making a product that truly shines, but results in a price at the high-end of mainstream, is an approach control.  For those paying attention, that was a test-the-waters effort we got from RAV4 Prime, a foreshadow of what was likely to come.  Think about what's next. As Toyota pursues other PHEV offerings... Crown, CH-R and Harrier/Venza... we will see Prius follow the course here it is already on in Europe.  Becoming an PHEV only at a premium price, allows the others to retain whatever market they established in the meantime.  This about that delicate balance for transition to BEV.  Don't forget that Toyota will have at least 3 models of bZ intermixed within the market at the same time.  Think about financial well-being in the next few years, where profit will come from for legacy automakers.  What appears to be "keep sales low" strategy is far more likely to be a quiet setting of the stage to get through the remainder of the decade while retaining a reputation for quality & reliability.

3-17-2023

Legacy Automakers.  Virtually every article you'll encounter about the BEV race, the two players sighted are Tesla and Toyota.  It is somewhat bizarre how VW is left out, treated as an independent force.  That could be due to the sales struggle they are having now in both China & Europe, making huge amount of debt incurred & upcoming a barrier too big to cross.  That tends to make sense.  VW doesn't have any type of transition technology to bridge the gap.  Who knew having a "stop gap" would now be looked upon as a good thing?  Financially, for those looking at the short-term well being, that's a difficult advantage to dismiss.  The catch is, Tesla supporters claim Toyota will get trapped on that bridge.  What was said today was an interesting twist: "...the legacy OEMs will not be catching Tesla any time soon as they are too far ahead and they innovate more quickly."  That was the conclusion of a statement made by a long-time Prius supporter who started with: "All the legacy guys have going for them is image.  Tesla is 5-10 years ahead..."  I was so glad to see the other legacy automakers finally drawn into discussion.  Ignoring VW and pretending GM doesn't even exist has been bizarre.  (As for Ford, many think that automaker is simply lost in their own BEV turmoil.)  Anywho, those comments were part of that on-going exchange initiated by that industry expert.  Only thing was, the takeaway from that first video was incorrect.  I attempted to remedy that:  That's not what he said yesterday.  Yes, legacy automakers are indeed behind in terms of production speed & cost, as well as efficiency, but how they catch up isn't as grim as narratives portray.  That was expressed as especially true for Toyota.  He clearly stated that determination to overcome challenges is what they thrive on and have exceled at in the past.

3-17-2023

History Teaches.  Some never learn.  There was an article written today stating how Tesla aims to ramp up production to 20 million vehicles annually within the next decade.  That level of volume never made sense.  How could it grow to the size of Toyota & VW combined, especially with an automaker like BYD focusing so much on mainstream consumers... quite unlike Tesla currently.  The fact that the date is no longer 2030 is what really stands out.  Moving goal-posts already is a sign of trouble, challenges some absolutely refuse to talk about still... like Tesla abandoning its proprietary plug, adopting CCS-1 here like it did with CCS-2 in Europe.  Anywho, that article was written by a "guest contributor".  Ugh.  That type of anonymity is telling.  Not standing behind your own opinion sends a message of irresolution, making you question their hesitance.  Why hide?  Needless to say, my stance on such a view on the market hasn't changed.  I could see the warning signs.  Upon reading the article, all I got was engineer commentary.  Again, ugh.  What I have seen from history was clearly not apparent with this writer.  I posted:  Typical engineering perspective attempting to solve issues heavily attributed to the business itself, not just a problem of manufacturing cost... There are some who never learn from history.

3-17-2023

Most Miles.  There's an entirely new audience out there.  The newest BEV being offered are a better fit for ordinary consumers.  They aren't targeting mainstream shoppers yet, but they clearly aren't appealing to enthusiasts like in the past either.  What we saw in 2022 is already beginning to fade.  Many purists are already starting to panic.  Calling 0-60 acceleration for bZ4X a failure falls on deaf ears.  Who is so obsessed with speed that less than 7 seconds is too slow?  That's absurd.  It's like trying to appeal to someone wanting to purchase a tablet by presenting a high-performance laptop.  Regardless of how impressive the performance is, they simply aren't interested.  Priorities differ.  You've heard that from me countless times.  Now, I no longer have to say it.  That message is getting recognized as important...  not acknowledged... but nonetheless can no longer be ignored.  It comes down to the same thing, every time.  They think more is better.  A newbie will innocently contribute to that enthusiast mindset too, a sense of validation to legitimize the priority.  This morning, it was the most miles getting attention... again!  Remember that same obsession with hybrids?  That followed after acceleration was no longer a talking-point.  Notice the pattern?  Such repetition never ceases to amaze me.  Oh well.  At least I know how to deal with it from so much practice in the past.  New audience, same problem.  Ugh.  Here's the reply to that most recent nonsense:  Here we go again... focus on distance rather than efficiency.  It's not like miles aren't informative, it's just that they can be extremely misleading due to being incomplete.  That alone doesn't give us the big picture.  It also excludes those of us who recharge more often.  So when reporting miles, please include your efficiency as well.  That's the MI/KWH number.  It's what you'll end up using to calculate miles remaining more accurately than the dashboard estimate.

3-17-2023 Long Distance Driving.  Yup, it was inevitable.  The post from that supporter I was addressing did indeed have much to contribute.  He wrote up an brief overview of a trip he just taken.  It was 1,880 miles round-trip.  That involved 16 stops at Superchargers each way, with a cost of $166 each direction.  Seeing how many stop, though brief since that's the fastest way to travel long distances, that cost was nearly triple what you'd pay for gas.  That's when you end up doing calculations to figure out if a rental traditional vehicle might be the better choice.  After all, naysayers will.  So, I provided information based on what my wife and I would do:

This is where audience is so important, my "in contrast" is quite different.  Trips out to Wyoming are still not possible with the bZ4X, but there's no point.  Since we also own a Prius Prime, which is mostly driven in EV mode, just take that instead is a no-brainer.  Road trips are a rare event for us... well worth it to see the kids.  So the expense is trivial. Heck, cost for gas is less than an evening out for dinner with them.  1,500 miles travel at 45 mpg is roughly $120.

Knowing that the landscape for BEV travel will change dramatically over the next few years, there isn't much to the discussion anyway.  NEVI funding will provide CCS travel corridors and Tesla will continue its move away from proprietary limitations. So, focus will shift more toward access rather than economics.

It's a painfully slow transition from hybrid to PHEV to BEV... a cold, hard reality enthusiasts absolutely hate to acknowledge.  I have friends now asking how to take that next step, very eager to see how I my shift from PHEV to BEV goes.  Living in a metro area (Twin Cities, Minnesota) with a population of 3.5 million people and back in 2021 only having a single public CCS station, it was an existence dependent entirely upon level-2 charging.  2022 broke ground on CCS builds.  2023 will deliver enough to finally stir discussion.  2024 usher in California-Rule enforcement, where automaker/dealer inventory will finally address demand.  Like it or not, we're stuck in the early stage for a few more years.

This reminds me a lot of gen-1 Prius ownership.  The repeat of history is remarkable.  So many focused on the moment, getting lost in the forest rather than engaging the journey.  To me, it's quite obvious every automaker is striving to find a means of breaking out beyond the introductory phase.  We know Toyota will be taking a "clean sheet" approach to their upgrade, very much like the transition we saw for gen-2 Prius.  Just yesterday, we got the premiere of ID.2 from VW.  Finding ways to cut costs and reach more consumers is that next step, when we can ultimately see beyond topics like this.

In the meantime, enjoy your long distance driving.

3-16-2023 Moving On.  I have witnessed countless Prius owners moving on.  Most simply don't see any reason to continue participation online.  They got the information they were seeking... so, they're done.  That's how mainstream consumers look at the situation.  To be active in a forum for years, you are an enthusiast.  To be one who no longer owns the topic of discussion, you have some other larger type of interest... something most people are definitely not going to spend time on.  For the better makes you a supporter.  For the worse, you're a troll.  In this case today, it was from a supporter: "I bailed halfway through video..."  That was from a long-time Prius owner, who eventually moved on to BMW i3, then got a Tesla.  Since he has been retired for quite a few years and now likes to take road trips, watching an introductory video on bZ4X was obviously of little interest to him.  But since it was from an expert engineer who will be a vehicle teardown, that caught his interest.  I provide some background, setting the stage on that thread for what will inevitably follow:

This isn't much different than Gen-1 Prius rollout.  It too had a very targeted consumer, of which you are not.  Toyota was going for wide audience reach or appealing to enthusiasts.  Ask a RAV4 owner what they think of bZ4X.

Limiting scope can be a very effective means of ensuring long-term well being is addressed.  Right now, we are still seeing a state of disarray from the larger industry (automakers & infrastructure).   Absence of clear priorities, limited resources, and disagreement upon standards are ensuring the pandemonium continues for a few more years.

In the meantime, Toyota can work out details for their "clean sheet" design(s) to ensure optimization for cost & efficiency really does translate to variety their customers will want.  Looking at what VW is pursuing in terms of product diversity, it's quite obvious they want to exploit Tesla's current absence of choice weakness either.

Realistically, it doesn't matter.  We'll watch the spectacle GM will make of itself with their intension to deliver something for the masses.  Everyone has already seemed to have forgotten the initial rollout of Equinox was promised to begin "Spring 2023" as stated in their television commercial last fall.  Even late, that effort to appeal to their own base is still a really big deal.

In other words, the videos now aren't of much consequence.  Watch what you want and continue to promote plugging in whatever way you can.

3-16-2023

New Owners, Vehicle Data.  The most challenging problem to address is setting expectations for new owners who haven't interacted online.  How do you reach them?  All they have is a distance estimation on the dashboard.  Since range expressed in miles is a means of conveying vehicle data in a form that's easy to understand.  The catch is, that's just a crude estimate based on factory defaults.  Until real-world numbers can be collected for that vehicle by that driver, there's no way to convey much in terms of truly being useful.  It's just a wild guess... hence the coined name of "guess-o-meter".  There is simply no way of showing any accurate without basics available, like speed & temperature.  You don't get that from sitting in a garage or at the dealer charging.  In fact, that will contribute to a gross over-estimate in the winter.  There isn't much we can do about that... hence my brief post pointing out what is clearly not obvious:  The estimate is based upon data available.  If you increase speed or start a mountain climb, it will at some point take that new information into account and recalculate an estimate accordingly.

3-16-2023

New Owners, efficiency value.  Attention to range results in a loss of perspective.  That mantra of YMMV (Your Mileage May Vary) is most definitely applicable to BEV usage.  It will indeed.  Sadly, it does not get any attention.  New owners focus on estimated miles, not actual miles-per-kilowatt-hour.  That is really unfortunate.  This will become especially troubling when a new owner incorrectly uses an app to map out of a course to a DC fast-charger but fails to input the correct efficiency.  Accepting a default can be a very unfortunate oversight... as we have already witnessed from a few who ventured out in the winter poorly informed.  Some of that comes from other BEV owners not disclosing their own efficiency.  Watching videos from those who truly want to help, you get the real story.  Their mi/kWh is often quite a bit less than what online chat would lead you to believe.  In fact, that's why so many of the Toyota attacks have gone so far.  No one wanted to attack VW for the very same thing, even though ID.4 owners were experiencing the same thing.  Oh well.  All you can do is push for awareness.  That starts with sharing of information like:  80% capacity is roughly 50 kWh of electricity.  If you were traveling at very high speed with the heater on, dropping below 2.0 mi/kWh is quite realistic (especially with new tires).  That's why it is so important to watch that efficiency value.  Dashboard estimates prior to starting your trip won't be able to take those unknowns into account.

3-16-2023

New Owners, full charge.  We have now entered that stage where need for a User-Guide is emerging.  The most obvious first problem is for a new owner to charge to "full" without any awareness of what that level actually is.  They just assume 100% is where the recharge will start.  That's quite understandable and shouldn't be a big deal if they are relying on a range estimate anyway.  That quantity stated in miles should provide a clue of what's going on and set expectations accordingly.  Eventually, that will come back to bite them upon pushing limits.  But since the typical owner does not, that shouldn't be much of an issue or concern.  However, the experienced owners have found that when any clue of a potential misunderstanding emerges, we should jump on it to provide usage information.  That type of background is priceless for newbies.  They often have no idea what to look for or that options are even available.  Here's my effort to start that sharing:  Charging stops at 80% because that is what the default is set to (for battery longevity).  To get 100%, you have to change that option in the vehicle's menu.

3-15-2023

Review Comments.  Sometimes I read them before watching the video.  When bZ4X is reviewed, you don't know what to expect.  By checking out comments beforehand, you find out what the takeaway was.  Then when you watch, you have figure out if the audience was bias or the facts stated were false.  It is usually pretty easy to tell.  The really negative (clearly bias) comments emerge from reviews that point out detail without expressing an opinion.  That really burns enthusiasts who just want more material to support their narrative... like a video making claims that are clearly not true.  Ugh.  In this case, I found one of those factual reviews... the kind troublemakers especially don't like.  After a day and many hundreds of posts, I added:  It is quite hypocritical how Prius was attacked relentlessly for the hybrid not resembling a conventional vehicle, being absent of any ICE counterpart.  That would have obviously resulted in an efficiency tradeoff; yet, enthusiasts simply didn't care.  They insisted a counterpart approach was better, period.  Now from BEV rollout, there is backlash from enthusiasts having followed the demand of enthusiasts.  The high ground-clearance and rugged styling of bZ4X very closely resembles RAV4 without compromising on AWD or longevity.  In other words, Toyota ignored the hypocrites and focused on their own customers instead.  Reading through the comments, that seems to have been a wise choice.  This is about long-term reputation.  Grumblings of those who clearly aren't interested in purchasing something from Toyota anyway is pointless.  Notice what happened following Prius?  Roughly two-thirds of Toyota hybrid sales were not Prius.  Their technology spread to other vehicles. That's the plan with the technology bZ4X lays a foundation for as well.  Just like with hybrids, it's not about the initial BEV offering.  Next steps are what matter.

 

back to home page       go to top