Turn Down for Watt

32. Are EV’s too expensive? - GMC Denali EV and the mysterious Ford T3


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About the Guest:
Jace is a prominent figure in the electric vehicle (EV) space, with a focus on communication strategies and community engagement related to Ford's electric offerings. Having a background in EV advocacy, Jace is known for his expertise in the industry and his enthusiasm for electric racing. His contributions are key in shaping public perception around the adoption and technological advancements of EVs.
Episode Summary:
In this electrifying episode of "Turn Down For What," hosts Josh and Chris delve into the latest trends and announcements in the electric vehicle market, with a return appearance from Jace, a well-regarded leader in the EV communications arena. Their conversation spans from the newly announced GMC Sierra Denali EV pricing to the anticipatory whispers surrounding Ford's next big project, the mysterious 'T3'.
The podcast kicks off with an update on the GMC Sierra Denali EV and its lofty price point that peaks just shy of $109,000. The trio discusses the ramifications of such pricing, including its implications on the EV tax credit and the overall competitiveness of the market. Furthermore, they explore the challenges that come with large battery packs, like those in GM's Ultium platform, and the infrastructural needs they create. Jace offers insights on the transformation of Ford's software strategy, as the company looks to define the future of intelligent and connective vehicle systems in their upcoming "T3" architecture.
Key Takeaways:
GMC Sierra Denali EV revealed with a price tag near $109,000, showcasing the continued trend of high-end EV trucks.
Discussion around the benefits and challenges of large battery packs and their impact on EV infrastructure and charging times.
Ford continues to innovate with their software systems. The introduction of Peter Stern to oversee Blue Cruise expansion and new "high value services."
Anticipation builds around Ford's enigmatic 'T3' project, expected to push the envelope in connected vehicle technology.
The potential role of EVs in racing and the importance of this segment in propelling EV adoption and technological growth.
Notable Quotes:
"It's speaking to a crowd that associates trucks with towing. But the data shows that is 15% of the truck market." – Chris, highlighting the misalignment between EV truck offerings and the actual truck usage patterns.
"We need to see affordability brought into the space. And I don't think Ford's outside of the realm." – Josh, on the crucial need for affordable EV options.
"It's going to make those updates as OTAs easier to do." – Chris, discussing the potential ease of updating software with Ford's 'T3' system.
"I think that product is T3. I really do believe that." – Jace, expressing his belief in the significance of Ford’s upcoming 'T3' initiative.
Resources:
Jace Craft Miller: @jacecraftmiller on Twitter
Be sure to listen to the full episode for an in-depth analysis and engaging discussion on the future of EVs, and stay tuned for more thought-provoking content from the podcast.
To connect with Jessie or Josh, visit power-upamerica.com
This podcast is produced by Mitch McGarry with Maypop Media
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