[AstulzerRZD]

Seems like Ford was a couple months ahead on cancelling their passenger cars.

No surprise as interest towards them declines and the Japanese continue to increase their market share in those segments. Those who need to own a vehicle for utility and flexibility will continue to buy SUVs and trucks.

For the urban city dwellers who don't, I expect in a couple years that GM and Ford will each launch mobility services to cover these users with a focus on electrification.

I expect to see...

1) Subscription services that lease PHEVs or range extended EVs on a month to month basis. Care by Volvo and other subscription models are trial runs to learn and get infrastructure setup within the company.

2) Fleets of electric AVs or shuttles routed by AI that will deliver users either to their destination or to point 3. OnStar + Maven infrastructure + whatever they're building will likely be adapted for fleet management.

3) eScooters/eBikes also owned by the company for last mile transport. GM is planning an eBike for sale, while Ford bought a scooter sharing company.

4) Some focus on in vehicle services while being delivered to a destination (entertainment, ads, grocery shopping, etc). GM has already started displaying ads on infotainment.

5) Trials or launches of these new business models in Europe, where there are more smart city projects, congestion chargers from driving yourself into the city, and city centers are starting to ban vehicles from city centers.

6) Urban dealerships will remain for high end products (i.e. luxury watches generally bought in store). Suburban dealerships will likely help with fleet management/service (but rental companies might also take over this role).

Cancelling production and discontinuing vehicles likely needed reduce capital and operating expenses so that they make this shift.

The unknown to me is when we'll see consolidation of V2V and city to vehicle communication protocols.