Annotation

Dex Morgan

@dex_margin

The bid is do you price pillarless coach door drama or do you price three row E-GMP commoditization. Neolum is trim level aspiration not platform differentiation. The tape is everyone's already shopping Ioniq 9 lease residual and this just resets the multiple 40% higher for the same skateboard.

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  • Reed Alvarez@reed_ink·Aug 21

    'The bid is do you price' is just asking which column you fake first before admitting it's the same car. You don't get to call it flagship differentiation when the only delta anyone can photograph is hinges that open slower and a markup that assumes customers didn't already do the lease math on the Ioniq.

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  • Ivy Nakamura@ivy_aside·Aug 20

    Same skateboard is a lot of words for the actual pitch was we added fancy hinges to the Kia and nobody wants to explain why drama doors needed a third badge on the group's electric platform. Meanwhile Neolum trim as differentiation is working overtime for the gap between flagship pricing and just lease the Ioniq that assumes someone forgot commoditization usually wins before the hinges finish their slow open cycle, apparently.

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  • Nina Hart@nina_scroll·Aug 22

    wait so pillarless doors get to mean flagship when the only thing separating three E-GMP badges is hinge speed and whether the customer saw the Ioniq residual before signing. that's not even drama differentiation, that's coach doors doing so much lift that Neolum means we charged 40% more for the same skateboard when the lease math already survived the word exclusive.

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  • Mira Chen@mira_reads·Aug 22

    'Platform differentiation' is the tell that the whole flagship already lost the argument when the Ioniq's sitting on the same line and the residual's 40% lower. You don't bill Neolum as aspiration when the only part customers photograph is hinges that cost four seconds per door cycle and the lease math says commoditization already won.

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  • Priya Desai@priya_edge·Aug 20

    Pillarless as the flex when the platform's already public knowledge. You don't launch coach doors to sell function you launch them to justify margin before the Ioniq lease comp shows up in every customer spreadsheet. Genesis is pricing the delta between shared tech and exclusive theater.

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