Comment by 9rx
5 hours ago
Those buying new don't care about repairs. They were never going to do the warrantee work themselves anyway. Those buying on the used market have more reason to care about repairs, but used buyers are beholden to what new buyers purchased in the past.
> Those buying new don't care about repairs.
Yes because thy live in the John Deere future. This was not always the case, surely. You used to be able to take high school classes to learn how to fix a combustion engine, even a new one!
Keep in mind that tractors are also getting massive.
The economics of row-crop agriculture is "you gotta farm more land". That means spending as much time in the field as you can with as big a machine as you can.
So not only is time you spend fixing your tractor yourself time you're not spending on your primary job, it's also working on a machine that's just monstrously huge. Delegating that work to a specialist with specialized tools is a very reasonable way to live.
The issue is that the specialized employees is not someone you hire on payroll who has access to tools you purchase. They must be a John Deere employee who comes from out of state and costs you $$$$$$ to calibrate a sensor that could just be a simple menu button and a 20 second wait
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Exactly! The old image of a guy on a Deere 4020 pulling an eight row implement is just unsustainable in today's agricultural system. Whether that system is sustainable is a different question.
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You still can. My 26-year-old took automotive shop when he was a Junior in HS. Of course, we live in a rural school district...
> Those buying new don't care about repairs.
huh, why not?
The existence of this startup and their early demand seems to refute your point.
If I was a farmer and wanted a low-tech tractor that would be reliable into the future, why would I gamble on a startup when I could buy a Kubota tractor from a company that has been in business for 136 years, with an established dealer and parts network? I would certainly opt for the Kubota.
I’m not a farmer, but sometimes I sell generators. Even today, some specs only allow CAT and Cummins, even though Generac and Kohler have been around for decades and are perfectly good options, they haven’t been around as long as CAT and Cummins.
When purchasing capital equipment, some customers want to buy from a company with some longevity instead of a random startup, even if it costs more.
I’m always highly skeptical of startups in mature industries like farming (~10,000 years old, or hundreds of years for mechanized agriculture) with many established players already operating. I saw an article in the last year or two about a small directional boring machine from a startup company that claimed to be advancing the industry, but multiple manufacturers like Ditch Witch already manufacture and sell the exact same piece of equipment, they’re just not claiming to be revolutionary to attract investor capital.
What early demand are you seeing, exactly? The article does indicate that they plan to ramp up production in 2026, but no mention of actual sales. It is quite possible that they are increasing production thinking that they need to roll them out to dealer lots to gain any traction.
In fact, their TractorHouse profile shows that they are still struggling to sell last year's models. If there was demand, why hasn't that demand already gobbled up the stock? "I guess it would be cool to own one if it was given to me for free" isn't demand.
They need to swing the pendulum back, the current problem is that there is now a whole generation about to take over from the previous and the new gen has never had to use a non-John Deere a tractor. If they could evangelize their product as the “smarter farmer that doesn’t need all that tech” then they might have success.
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That's not true for commercial users the way it is for private cars.
Even if you have a service contract you're still gonna be pissed at the downtime cost of having a tech drag their ass out to wherever you are to initiate a forced regen or something.
You're pretty confident for someone who fundamentally does not understand the issue. During harvest season even hours of delay can be disastrous for farms that are barely solvent in the first place. When your only option is to call the dealer and hope and pray they deign to visit your farm in a timely fashion it doesn't matter how good the warranty is or is not. Farmers need to be self sufficient because time is money and money is survival.
LOL. If you're a row cropper, you're running a big combine. Several grain trucks. Lots of expensive gear. Gear breaks down, that's why you buy something reliable, that has techs in your area who can fix things quickly, with a parts network that stocks stuff from decades back.
Farmers are self-sufficient in incredible ways, but maintaining a multi-million dollar combine is pushing it. They can do oil changes, filter changes, replace consumables on implements, and do basic trouble shooting, but there are limits.
And yes, time does matter. That's why farmers tend to help each other out a lot. Field catch fire because you didn't clean off your combine the previous day? It's going to be your neighbor coming out and helping firebreak your field so you lose 5 acres instead of 500. Can't afford to have your own sprayer for fertilizer, etc? You hit up the co-op.
And farmers have crop insurance. Doesn't make them whole, but the idea that they're going to be eating dirt if they harvest a day late is silly.
It may be true that I do not understand whatever nondescript fundamental issue it is that you mention but don't elaborate on, but I most definitely understand the constraints of farming. Being a farmer, I live it each day.
And as a farmer who owns equipment from across all the major brands (and some unheard of brands to boot), you are right that John Deere is most reliable for having parts in stock. I've been burned by the others having to wait a week on parts to be delivered from who knows where. That is not a fun position to be in. Repairability is where John Deere has the clear advantage. That is, just as you point out, why they are most popular. Nothing else matters if your equipment doesn't work.
You pay a lot more for that luxury, but when the clock is ticking...