[EVTrucking]

GM has the advantage of having the market data generated by Tesla, Ford, VW and will probably set prices accordingly.

I sounds like their goal is too not penalize early adopters by dropping the prices later on. IMO “no price” drops does not mean GM EVs will be over priced.

 

[Holeydonut]

GM also doesn't have to change its MSRP... all it has to do is slap on more factory to dealer incentives. Since Tesla has only its advertised price to play with, you'll always know their net pricing. But all GM has to do is authorize an incentive, and leave it up to their dealer network to "negotiate" with each buyer to get the right net price to close a deal.

Once the supply chains are booted up and we're talking apples to apples... let's say you're cross-shopping a Silverado EV vs Tesla. At that time if you go into a GM dealership and say "hey, I can get a quad motor Tesla Cybertruck for $125,000 (after destination but before tax/title/whatever) and your Silverado RST is $130,000 (after DFC but before tax/title/whatever). They'll initially give you some BS sales story about why Chevy is better and worth the extra $5k. But ultimately if you're ready to pull the trigger on the RST the dealership will come up with the funds (either out of their own margin or from a factory incentive) to close the deal.

The problem of course is my hypothetical story won't matter until 2028 or whenever the recession is entering its 5th year and the supply chains are actually caught up. In the meantime prepare to just get rekt buying these EVs because who knows what is going on. If you don't take your allocated Silverado EV RST at MSRP (or MSRP + ADM!), someone else will.