Comment by kristopolous

Comment by kristopolous a day ago

2 replies

I think cars will be more commodified internationally as EV efficiencies continue to drive the prices down and new lower cost tiers for different vehicle classes open up.

This has certainly happened in China and arguably manifests itself as scooter/motorcycle culture in places like Taiwan, Vietnam and Indonesia. (In Shenzhen, the scooters were almost universally electric when I was there last month)

Imagine the container-ship car - packed efficiently and treated like any other international good that can be ordered online.

The manufacturer produces them ready for the world market in 2 technical variations, right and left - everything else is personalized. (The motorcycle avoids even the right/left problem) Essentially I don't think we're at the end game of the Toyota Production System.

So it's more about being compatible with a vision of how we'll be interfacing vehicles 10-20 years from now. That's when making these decisions wrongly will really start to bite us - after the infrastructure is rolled out and long established.

Or who knows, by then there might be an even newer plug and we'll all be on a single system.

vel0city a day ago

> The manufacturer produces them ready for the world market in 2 technical variations, right and left

There are so many more regulations about cars than just what side the wheel is on or what kind of plug is used. Things like bumper design, headlight design, light positions, and more. Many are conflicting meaning being compliant in one market necessitates being non-compliant in another.

  • kristopolous 18 hours ago

    Right, I'm aware of all of these when I said that. This is a vision for what they'll look like at a lower pricing point. The $5,000 car I think will have fewer of these barriers than the $50,000 one. People tend to be less precious with cheaper things. Look at how much more universal cell phones have become after the bottom of the market fell out.

    I'm pretty sure Christensen made this point in one of his less lauded followup books - the market disrupts with more universal implements. That's probably where I'm stealing this from.