Quote:
Originally Posted by EvoFire
There's some desire to moving away from car ownership and towards a subscription based commodity. If that comes to fruition then we would have way way way too much manufacturing capacity as a subscription based service would require less actual vehicles to serve the same amount of people.
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I think we will skip past that to Robotaxi.
Robotaxis like Waymo got way mo traction than Volvo/Sixt/Porsche subscription services.
Volvo and Open Road subscription service cancelled.
The
low end market who have unpredictable needs for a car dont' have the credit/capital to pay for new stuff.
They do dumb things like long term Turo rentals instead.
or they blow a ton of money on uber/lyft
The
high end market with unpredictable needs and money just swap in and out of cars like they're nothing.
See George Saliba/Steve Jobs trading for new SL every month, etc.