Legacy OEMs May Not Survive the Automotive Apocalypse - AAH 700
HTML-код
- Опубликовано: 21 авг 2024
- TOPICS:
- Fisker goes bankrupt
- Elon wins massive pay package
- Lucid hits 5mi/kWh
- Tony Roma gets Corvette
PANEL:
- Paul Eisenstein, headlight.news
- Jack Keebler, Auto Journalist, Industry Expert
- Gary Vasilash, shinymetalboxes.net
- John McElroy, Autoline.tv
INSTAGRAM: / autolinenetwork
TWITTER: / autoline
FACEBOOK: / autolinenetwork
WEBSITE: www.autoline.tv 
Авто/Мото
Paul Eisenstein from Headlight News. Thanks for the introduction, now whenever I see either of those names I will know well enough to avoid them.
Should be Taillight news😆
@@Tommytwotone762 1000%... The most banal person I've ever seen on the internet...
Gaslight News...
He’s right though…
In 2 minutes Paul Eisenstein's opinion/comments reminded me why Detroit has so much trouble handling change. The arrogance is suffocating
Agreed.
sounds like an idiot to me he has no idea
Exactly
Man, it's so evident
Inconvenient facts CAN do that to a MEMBER.
These guys should be forced to read “innovators dilemma” before doing another show. It’s a bit like 3 or 4 guys from BlackBerry, Nokia & Motorola discussing how to build their existing products cheaper will fix things and enable them to complete with iPhones.
Well I respected Motorola engineers.
Also saying customers prefer the buttons! Gotta have the Buttons!
@@NewCastleIndianayes, they did nothing actually wrong.
Like colour tv pushed out B&W.
Flat screen pushed out CRT.
😂
Bobbles and buttons. It's OK. Give it time because the young don't think that way. Smarter is better. @@davidbeppler3032
Legacy auto companies do not deserve to exist if they can't keep up with technology and compete. This includes Toyota and Honda. China manufacturers can build factories in the US and employ US workers also. Why can't consumers get to choose better and cheaper (best value) cars from anywhere in the world? The new tariffs are an embarrassment, an admission that we are way behind and we will never catch up. Meanwhile, GM can afford $6 BILLION for stock buybacks to prop up shareholders and executive compensation instead of reinvesting for the future of the company.
Ever heard of the chicken tax? That's why.
........and Tesla can afford(?) $56,000,000,000,00 for the CEO to work on his smoke blowing skills. Apparently customers aren't interested in new product choices these days 🤔
@@davidpearn5925the pay package was costed in 2018. The don't "afford" it's paid for already.
He had the balls to say he'd do it or not get paid.
Would you take that deal?
I wouldn't.
This is public info are you being disingenuous or do you not know the facts?
Mary Barra CEO and Mark Royce President have each sold more shares in the last three years than they currently hold in gm *
Stonk buybacks might be helpful for a net seller.
Just a thought.
*SEC filings.
Maybe she's distracted by her other job at Disney.
@@andrewsaint6581 it's not a shareholder representative board but it does represent a cult supportive structure.. it always was about tax avoidance.
Nope, Paul Eisenstein doesn't like Tesla. Although he had some good points; most times, it was how can I bash Tesla and Elon Musk, and some of those facts were wrong. "It's just not right that they were successful," attitude was distracting!
Tesla is shit and Muskrat is a sexual predator
Sorry, I don’t believe the stats that say people that have bought EV’s are now going back to ice cars. After owning a Tesla model Y for over 28,000 miles there is no way I would think of selling that car and going back to an ICE car.
That puts you into the other 54%.
Paul has definitely not driven or owned a Tesla model Y. Poor guy owns a ford lightning. Comparing the overall technology in a Model Y to a Ford Lightning is like comparing apples to oranges. They are both round (electric vehicle with 4 wheels) but that is the only thing.
I listen to Autoline because of John and not necessarily because of all your guests.
Paul is ridiculous. Tesla is definitely doing the correct way. Tesla got a great product (modelY), now the Cybertruck, then a van. I agree with John, the OEM's are in trouble. Lucid would be bankrupt if it was not for the Saudi's bank rolling them. John you seem to have your head on straight.
Paul is a Tesla hater and criticizes Elon's accomplishment. What has he done in comparison?
Paul is so soooo wrong about Tesla and lidar. HE NEEDS TO EDUCATE himself, before talking. LOL. 😊
@@coutcon OEMs make buddy whips.
Same here, love my tesla. No more gas for me.
Tesla cars are shit, you're just a cultist
John, Sean and Gary, congrats on 700 episodes. John, you're balance and depth of insight is just brilliant. You could spend most of the episode just trying to educate Paul about what is factual and most likely.
John is once again the voice of reason and critical thinking.
You appear to be nice people grasping at straws in the darkness.
Trying to understand what Tesla is doing based on CNN articles is mistake. It can be hard, but you can hate Elon's politics and still think Tesla makes good products.
Elon does not expect people to lie to him. He is naïve.
He DID, but gave up as too time consuming...... culture wars are just so much more fun.
I would never buy a Tesla. The technology is changing so quickly it will depreciate like fresh fish.
I bought a Tesla precisely because he opposed the news media and political establishment.
Tesla has become very popular in Australia. I believe it is trendy to drive a Tesla. I know they have many quality control problems, but that isn’t putting people off. Neither is the fact they are well overpriced in this country ($65k for model Y) Government (taxpayers) subsidies are making them more attractive to buy. I wouldn’t want to be trying to sell one out of warranty? Ouch!
Build out the charging infrastructure. Best range extending solution out there. There is NO range anxiety among Tesla owners. The car literally wont let you run our of juice unless you ignore it.
This podcast loses credibility when allowing a panellist to spread misinformation, engage in baseless speculation, and present fabricated facts as truth. It's crucial for media platforms to fact-check and hold their guests accountable to maintain journalistic integrity and public trust.
If you watch this show on a regular basis, you’ll find that the guests have a wide range of opinions.
@@MrTeff999 I do, they don't.
John does a good job of cleaning up after the nonsense
If you were aiming for vague you nailed it.
Such as what??
The quality of Paul Eisenstein's opinions here is commensurate with the quality of his pronunciation of Elon Musk's first name.
Just one of those guys that makes you appreciate others
How has anyone on the planet not heard his name pronounced correctly? He has heard the name many times, is he doing that on purpose?
@@frankcoffey You'd think it was on purpose until you listen to any other thing he says and then it's clear he's just incompetent.
Paul was pretty pathetic. Looked like a fool jumping right in with slamming Elon and comparing him to the “orange colored man”. Your show is much better than this John highly disappointing.
UhLon Musk
I think that Legacy Automotive Journalists may not survive the EV transition.
Agreed!
💯
Hopefully!
At least Paul has a clue and hasn't drunk too much of that cool stuff.
As much as I love John, this never-ending supply of dinosaurs makes it painful to watch. They are all so biased by their decades of experience with legacy automakers and the dealership model, that they are blind to the EV revolution that Tesla started and is leading. Saying that Tesla is going to start using LiDAR in all of their vehicles was the final straw!
Sorry John, but I am out.
the UAW is going to raising the price of legacy auto cars and lowering their profits its just helping them go out business faster.
All while under investigation by the DOJ for corruption. AGAIN!
They have a long legacy of labor costs that they can't afford, including retirement programs.
@@snookmeister55 They can go out of business and stiff the retirees. .
@ 26:14... Who's "A-laan?"
lol 😂
The capitalist hating on capitalism 😂
"We can't compete. it's not fear"
It *is* fear, and not _fair_ from their side to harrass Tesla since the beginning...
My dog is smarter than Paul Eisenstein. Much smarter.
But you’re listening to him so what does that say about you. I guess your dog smarter than you.😂
and Cutier i would think.
@@vorlon81Unless it’s a Pug 😅
If only Tesla stopped improving the cars and cutting the prices so people could afford them and instead changed the body panels and advertised they would be just like GM and everyone on this panel would be praising them for adding cup holders in the next model year!
Dinosaurs. All of em.
I just bought my second Tesla Model 3. Why? Because they made it better! Tesla took the best car to ever be on the road and improved it. By how much? They cut the price by $10k, made it 20% quieter inside, and doubled the computer while cutting how much power it draws! Amazing!
My brother and my woman are all looking forward to getting Teslas!
“They need more products!”
Have these guys ever left the Midwest?
Cybertruck is coming fast even into the Midwest...
If people cared about Teslas cost cutting "updates" their sales wouldn't be declining. They've sold the same car unchanged from a consumer perspective for half a decade and no one cares that you can play the witcher 3 on it. You're a cultist, you don't have a particularly reliable view on consumer perspectives. If Tesla doesn't start actually refreshing its offerings it will continue to decline. The cyberfailure which can't even be sold outside the US won't even nudge those numbers.
2:09 Has no idea about Tesla. OMG. They have 6M applicants to choose new workers every year. They can fire anybody who wants to be unionized.
The gall to call yourself an automotive expert the way he spouts nonsense is mind boggling. You can tell he reads things and then completely misinterprets the implications. His amateur opinions ruined this conversation.
Don't believe you can fire someone for wanting to be in a Union or even ask that question in an interview.. Tesla does have an incredibly large pool of talent to choose from though and younger folks seem much more amenable to the idea of EVs. Change is happening.
"Nobody wants an EV, or to work for Tesla". Conventional Wisdom has spoken.
@@erktrek Teslas popularity among under 25's has tanked hard in the last 5 years. Elons poisoning that well every time he tweets. Their legendary "engineers" can't even make a functional truck these days.
If Tesla wanted to put a living room on wheels with leather everywhere they would have.but they didn't. Luxury?Teslas have the best stereos and the most comfortable seats in the industry. The Tech in those cars DO NOT REQUIRE BUTTONS! The interior they have is the most copied in the industry. There are screens everywhere now. There will become a time when a car will be judged by number of buttons there are. The less buttons you have, the better the software will be.
Tesla interiors are a joke.
@@bobbybishop5662your comment would be valid if it wasn't for the fact that everyone is copying them.
@@TheMadmax0609Sounds like a typical shout at change type. So boring.
Agree to disagree about Tesla "luxury". Having all controls embedded in menus within a single large iPad-like screen is bad ergonomics at best and unsafe at worst. Lucid, Ford, BYD and others have abetter understanding of ergonomics with touch-screen controls on more than one screen mixed with tactile buttons/knobs where it makes sense. Also, I'm not a fan of Tesla minimalist "iKea" interior design...no, Tesla seats aren't the most comfortable and Tesla in-house car stereos are not the best. (comments on Tesla come from my experience driving the Model 3 and Model X...I currently own two Lucids).
@@Tommytwotone762 look for yourself. Everyone is getting rid of gauges and installing displays. Lots and lots of displays.
In the future the only buttons that'll be pushed are the ones that piss you off. 😘
Imagine four dinosaurs discussing the future of the oil industry!
Great comment! This is the fisrt Autoline show that addresses the looming death of the legacy automakers,...the first 👈🏾
@@CasperChicago
Thank you!
The world is changing right before our eyes and Mary isn’t leading!
Let us not forget startups fail a ton. It does not matter what industry. The US had over 400 vehicle companies in the early days of the automotive industry in the US.
Fisker failing is a sign of lack of business skills. John is right, SPACs are dangerous for investors. Retail investors get screwed in most cases.
The only thing wrong with your title was the word “May.”
Exactly.
It'd be claimed clickbait otherwise.
But you're right.
The "may" is superfluous.
It is interesting to hear people talk about Tesla having it easy in the early days. And being so wrong about it.
If you think Tesla had a hard time before you ain't seen noth'n yet.
They have 30 billion dollars on hand and new products coming this decade at cheap prices and Mexico and India@@JohnH1
@@TheMagicJIZZ No I don't think they do, creative accounting I think.
@@JohnH1 What do you base this prognostication upon? Sales continue to climb even if the rate of growth is not.
@@danharold3087 Well the fact they can't afford to develop the Roadster or the $25K model or even upgrade the existing old models beyond a software update. The PR mess of the CT and the fact that it has does not meet the specs given prior to release. That smacks of cash flow issues.
The assassination of the EV1 is what made the success of Tesla possible. It showed there was demand for EV's, and that legacy makers didn't want to make them. Tesla was the only option for those customers. It's a different story now.
I agreed with you for a long time. The assassination of the EV1 was a symptom of a much larger problem.
You're still bitching about EV1??? That was 30 years ago!!!
@@brotherdaveseattle2791 it’s relevant to the discussion but was omitted.
@@brotherdaveseattle2791 Mary killed the electric car again when she cancelled the Bolt. Otherwise the streets would be full of them now.
I agree. Tesla exists because all of the brands that were in a spot to make those cars let us down. D3 learned nothing from the ‘80s except to make worse knockoffs in segments they were getting crushed in. Funny that GM I4 wasn’t even good until the Ion/Cobalt days 20 years later. By that time the goalposts had moved to Prius.
When considering Tesla’s product lineup, you are a complete fool if you are looking at it solely in terms of number of auto models they offer. That will be a minuscule part of their revenue in the very near future. SAS, energy, robo, charging network, fsd, DOJO. Cars are just vehicles, ha, for these services.
My brain is hurting trying to figure out why these two guys are on
34:02 I am amazed at how people who do not know Elon personally yet criticize Elon directly as if he knows Elon personally 😒🙄 this is the type of guy I will avoid listening to and definitely ignore all his comments. Don’t criticize anyone you do not know personally, all comments not from own experience is gossip
The McKinsey report has to be severely flawed in their methodology or they only surveyed non-Tesla EV owners
Gospel truth from whoever funded them. Smells like oil.
@@jamesvandamme7786 Truth! And these maroons at Autoline buy this BS at face value with NO criticality whatsovever which shows you how shoddy the journalism over there really is.. It's basically a lame Fox News style whinge fest of old sad people on the way out... PASS!
Can we stop with the politcs
I think that Paul should go and drive a Model Y with FSD V12.3.6 , before he comments about Tesla having lydar. He is misinformed and delusional. Tesla definitely does not use lydar.
Incredible political bias in the industry analysis... Elon evil.... Orange man bad... Lol
Elon Bad
Elon is a sexual predator. Orange man tried to kill his vice president
it's not bias, it's normal american red-blooded sentiment and mentality for the entire past 100 yrs to call someone with the behavior like DJT, 'orange' whatnot. Mainstream american is profoundly opposed to DJT in every way imaginable and the fact u dn't realize that, is unfortunate for you, i suspect.
Eloon is a liability. Mango Mussolini is a liability. These critics are correct.
Henrik Fisker makes money even when his companies fail. This was not his first failure.
When you hear his wife basically became CFO, that was another red flag.
Fisker brought no new tech to market. They tried to slap together a vehiclevusing lots of off the shelf parts. What lottle they made was largely software and that was among the major issues they had at launch.
Fisker Karma is a design that keeps trying to resurface, but was a failure. I doubt anyone will bother to revive the Ocean design. Henrik makes money from investors lack of business sense.
Yup.
In 2022 Lucid CEO Peter Rawlinson was the highest-paid automotive CEO receiving $372.9M in compensation. Lucid lost over $200,000 per car sold. Lucid's stock dropped over 80%.
@@mediacafeonlinellc8728 right, so that compensation income isn't really anywhere near that amount, bcuz much if not most was in stock options i assume
The guests on this program are ridiculous. They have no idea and are biased. They are clueless about Tesla.
Usually Tesla fanboys watch something else so why are you here? 😂
@@jeffcarroll3831You’re joking right?
Agreed. It's like having VP Kamala Harris as a panellist discussing AI technology.
Fun fact: _kamala_ in Finnish means horrible, awful...
You guys are stuck in an auto industry paradigm that misses out on the larger picture. Autonomy is the cornerstone of Tesla’s strategy which extends to robotics. The nature of transportation is changing where the profitability is in the driving software. There’s a reason why Tesla is rolling all of its free cash flow into NVidia compute. There’s simply no catching them.
Fisker doesn’t build the car themselves. Magna will just repurpose that line for something else.
Where does this guy get his info on Tesla buying lidar systems? Sounds like he is getting his info mixed up.
It's always used internally to map the roads just not for production
It's lumineer
@TheMagicJIZZ He said Tesla was the largest buyer, sounds like he is getting his info twisted. It has been known for ages Tesla does testing, but the way this was being spun is Tesla ramping for widespread production vehicles use of it. Very unprofessional.
@vickykennel7414 They did, for testing. The way it presented here or discussed, it is as if Tesla was building thousands, not just a small test group like they have been doing for many years.
特斯拉确实购买了很多激光雷达在中国😅，原因是中国的企业对激光雷达技术进行了无数的创新，激光雷达的价格降低了只有原来的1/10，马斯克之前不愿意买仅仅是因为太贵了
@@TheMagicJIZZ No, lidar is not used for mapping for Tesla.
Elon is probably saying as long as the Model Y is the best selling vehicle there is no need for a model update. A refresh will suffice and save on cost and turnaround time.
Model Y will be refresh the same as the Model 3, all internal mechanical- better ride and handling, new interiors!😊
It's a great (American made) car. The longer they keep the production line going without retooling, the cheaper and more profitable they are. They can do this as long as legacy automakers are behind the curve, which might be forever.
And that belief, expressed by America's most overrated CEO (Fortune Magazine poll), is why TSLA is becoming a massive bubble stock of promises over product delivery..... TODAY.
@@davidpearn5925 Model Y, the #1 selling car on earth last year. Reality, not promises. Facts. Don't let Fortune do your thinking for you.
@@PD55_ don't ignore the qualified when they tell you something you don't want to hear.
Paul is your typical journalist, who understands 10% of something and yaps for days.
Tesla was the biggest customer of Lidars from a tiny startup Lidar company, yes. How much was the order book? $2 million.
They bought it to calibrate some of their internal fleet cars for camera based distance mapping, and no, this doesn't mean all cars need it. They've been doing this for years.
If a measly $2M order makes you the biggest customer for a Lidar company, that ought to make you reconsider the blanket statements the expert journalists have been saying that Lidars are needed to achieve autonomy, and that everyone's going to buy them.
This is the detail Paul didn't tell you. What Paul did tell you, was Tesla will have to use Lidars to enable FSD in future. 🤡
I expect Tesla is a lot of companies biggest customer, lately Nvidia.
Some people with experience using LIDAR say it's a fool's errand in a car. We'll see.
i'm unclear on that, but i'm not sure how anyone can generalize about 'typical journalists', since there's no such thing of course, there's quality on a spectrum. In fact your stmt therefore really shows up how your mind appears to work visavis attitudes toward the vast majority of info source we have, journo's! So, you definitely are all wet there and i guess dn't understand how the info world works? It's ashame to see that these days.
@@18_rabbit Here's a generalization or two about journalism: as the money drained from newspapers and schools over the past decades, standards have fallen, badly. There is little investigation, almost no nuance and my impression is there is almost no unbiased journalism. I've worked for a newspaper and read them for 60 years, as well as consumed all other forms of journalism.
Where have you been?
In 2020 when the writing was on the wall, legacy auto should have stopped all R&D on all ICE vehicles.
Then continue selling profitable ICE vehicles, while developing EV’s.
They failed to act and it is now game over.👎
All this is explained so clearly in “innovators dilemma”. Only possible way to escape a disruptive new product is spin off a new company that can complete - like IBM did when they spun out their PC division in the early 80’s. That was a brand new company with no management ties and they actually did pretty well. All these legacy car companies are toast - although will be interesting to see where Fords skunkworks team winds up.
The Game was over in 2014. They just did not know it.
When a company is entrenched in the past and can't afford the transition they stick with what they know so long as it's profitable. Not all can afford a 10 billion dollar self-financed capital budget such as Tesla or 20 billion like BYD. Don't know where BYD gets their money.
It's not over. 90% of vehicles are not BEV. That's what Wall Street and consumers look at. "Never get me in one of them thar newfangled contraptions if they put a gun to my head."
Oh wait, in the time it took to write this it's 89.7%. Time to sell horseshoe stock.
@@snookmeister55 I think BYD gets its money from the Chinese government and profit on ICE vehicles.
America legacy auto is stuck to legacy contracts such as unions, dealers and obsolete manufacturing facilities.
Your points are well made. 👍🇺🇸
Tesla was profitable with the model S after 3 quarters. Same with X
Between 1st quarter call and Shareholders call, production of CT increased by 33%. With those increases come cost decreases so thank you Foundation buyers. Yes, you're right in thinking that profitability is close.
I’m glad John mentioned the power usage of data centers and crypto mining. They’re using so much more than EV charging. Charging often uses less than your air conditioner.
Wow, your title actually states the direct and objective truth, bravo autoline bravo!!! 👏
The dissatisfaction is in GM and Ford.
Tesla has always used LiDAR but elon was smart to realise Tesla doesnt need expensive spinning disks on every model 3 to create HD light maps.
They actually have a internal team to map the roada and then they test on it virtually and then OTA it to every Tesla like a internal map for autopilot
Lidar is used to Map the streets but you dont actually need to do it everyday!
It was a huge cost saving. Cameras and radar and ultrasonic are needed dor ADAS but LiDAR doesnt actually drive the car
The company lumineer provides it but it's not going in production vehicles
Problem 1 with LIDAR is cost but that's only the start.
Congrats on 700 shows!
The reason legacy auto puts so much effort into "facelift" refreshes is that they want to entice new buyers, even though the car underneath has barely changed. It's called putting lipstick on a pig. Contrast that with the refreshed Tesla Model 3, where the majority of improvements are under the hood. There are now plenty of people selling their original Model 3s to upgrade, not because the new Model 3 looks 'better', but because it's an all round better car.
Exactly!!!
Great discussion. As for the 69% sales growth for EVs (not including Tesla) and the Mach-E... 69% of less than 2K cars doesn't say much other than sales are positive. On a brief search, it seems Mach-E has sold less than 20K cars in total since it was introduced. It's great EVs are growing, but the numbers are still very low and there's a lot of potential with other EVs, but I blame the poor charging infrastructure for the low sales. I drive a Tesla and love it, but it's precisely for poor infrastructure that I would not dare to buy another brand EV, as I cannot charge at home.
The Cybertruck has now reached a 2,500 per week run rate and is already generating profits after only 7 months or so of production. It will be a huge success, even though people like to laugh at it and not take the "refrigerator" seriously.
“I have it right here!!”
For us auto enthusiasts Garry is a true legend!
Regardless, at some point in someone's life, their knowledge, manufacturing expertise, and industry connections become obsolete.
@@coloradoan2199 Tell me about it, I'm a vacuum tube engineer.
goodbye Autolie you are no longer relevant.
At least whenever Paul Eisenstein is a panellist.
Haha bz4x growth… I’m sure it has nothing to do with the $150 leases to get rid of them, same with vinfast. No different than lucid, selling cars for less than the cost isn’t a business model long term.
GM has completely refreshed its entire ICE lineup. What the hell are you talking about
If GM would advertise they would be more profitable than Tesla. - Legacy Auto Analysts.
Wow - 700th episode! 🎉 congrats Autoline team
And yes. There are still no chargers being installed besides Tesla! No one. It’s pathetic the government isn’t forcing someone to install chargers EVERYWHERE
Great video! Thanks!
Son moved from Stellantis to Toyota and very happy.
John, I am impressed. You "get it" and get it right.
Great show! The future is EV. Oil will run out but the Sun ☀️ and Wind 🌬️ not.
Terrible episode. Paul seems devoid of any understanding reality. At least you guys tried to correct him.
So to Paul I say, “cool story bro, needs more dragons”
Brilliant Stellantis strategy: Make cheaper crap, raise prices. Problem solved. Tavares: Don't forget to give me a bigger raise and bonus.
I swore no MoPar will ever leave oil and rust stains on my driveway after the last one. And Chrysler paid my way through UD Mercy Engineering.
lol you say that Tesla is stale yet the model Y is the best selling car and the Cybertruck has a 4 year waiting list! 😂😂😂😂
EV should be sold with a home charger package, period. Clean up the policies and messaging, educate the customers, politicians and cities, cut the red tape for help adoption. So much time and money is waste for no real reasons, infantile things.
In terms of revenue stream, I think if we revisited corp compensation plans to meet better target, but does it make sense to see tens of millions being pocketed while most workers need two job to make ends meet. There’s still loads of I’m stuck in the parts bin, non spoken for chassis ( ground up) designs, this hindering efficiency a lot.
The Bz4x is Chinese. BYD makes that car.
Toyota: "EVs suck, just look at ours!"
Amen. When is this show gonna start to get some good people on?
Having perspective of the world the industry is in instead of tiptoeing around political issues was refreshing. EVs have gargantuan marketing forces working against them. Pretty cool to see how they’re doing despite all that. The US just needs to catch up instead of dragging our feet.
Glad to be part of 700 John the Highlander😊
I read that report about 46% of BEV buyers buying an ICE car with their next purchase. How many of those people are households with multiple vehicles that are happy to have a BEV for one vehicle but want an ICE for the other? Until the range and charging infrastructure improves they are probably just going to be a 50% BEV household. And having recently bought a BEV, it makes sense that their next purchase would be to refresh their non-BEV vehicle.
Denny's and I-hop and similar establishments where people sit for half an hour or more are perfect for charging stations. Park, plug in, dine, swipe and leave.
John brings up a good point t that Stellantis's multi use chasis could be the smart play. I'd even venture to say it wouldn't take much for them to spin it off for dedicated ICE orEV use either
My god, it gets worse the longer I watch! Paul actually said “how many people has FSD killed?” That guy is a fool and demonstrating it to everyone watching. Shockingly BAD guests.
Completely agree with John that Lidar is likely not needed for production autonomy. It serves a purpose in training but still has its issues with a lot of driving conditions. Plus more units like lidar, radar AND cameras, just means the compute power has to go WAAAY up to process all the additional streams and make decisions.
I believe that Tom Wallace was Corvette Chief Engineer briefly between Dave Hill and Target Juechter. Before Corvette he was the Chief Engineer for the GMT360/370 utilities.
26:44 What do you mean they haven't done it?? They just did the Model 3 restyle (and so much more). The S and X were restyled mid 2021. The Y is up next.
You guys should probably do a show on robo taxis. What will be their effect?
Legacy cars are old. Tesla cars are not old. The F150 has been around for decades. Audi A series hasn’t changed in decades. Infiniti has nothing. Chevy Silverado has been around and is as old as these moderators. Even these experts are saying crap. John is the best guy around and the most objective for sure.
There have been nine generations of the F-150 since its introduction in 1975 (excluding the lightning). The 2024 version is light years more advanced than that 1975 version. It's not like the Model T which was virtually unchanged for 20 years. It's the #1 top selling vehicle in the U.S. and has been since 1981. I wonder where you got the impression that legacy automakers have been standing still - they haven't.
I guess you didnt watch the video. One guy said that the Tesla cars are old even though they have had refreshes and are constantly updating the tech and software. Yet the F150 is not old …
@@jjohur What 'the guy' said was that to non-tesla owners, a 2017 M3 doesn't look much different than a 2024 on the outside. So, styling wise, the M3 is getting old and stale.
Yet the customers want that.
I have been buying Teslas since 2016. I would never buy anything ICE again. Not even a lawn mower. I am on my third Model S and never had "range anxiety" even in 2016 with sparse charging infrastructure.
The future is electric. No noise. No emissions. Less fuel costs and less maintenance costs.
In 1908 there were 253 car companies…..by 1929 there were 44 car companies. …This is normal weeding out the weak.
700 episodes, 14+ years? How much has changed with Automotive Technology in that brief span of time and in the last 50 years. It would be fun to watch a compilation of segments over the years reflecting how the opinions of guests and hosts about Tesla and EVs have changed over time. What's coming in the next 5-10 years? Will kids be modding electronics and software and swapping motors out of salvage yards or buy aftermarket performance parts instead of rebuilding small block V8s under the shade tree?
Is the Cybertruck an example of “stale” product?
The price of new vehicles relative to income has returned to AND exceeded what it was in the late 1950’s through the mid 60’s. Then, most new designs were LARGE vehicles and more expensive most families could even remotely consider. Entry of Japanese auto to the US market drove downsizing of both size and prices. We are back in the late 60’s again in affordability. AND again, domestic companies have no clue that they need to CHANGE.
I think it would help manufacturers a lot to highlight where their cars are made if they’re high in US parts content like Model Y and ID.4. Leaving that unsaid is leaving money on the table.
Even if you leap frog on product, you still need to have company that can support operations
The USA has failed to execute on EV charger proliferation. This will continue to throttle EV sales until it gets fixed. The government has piled billions into charger funding with almost nothing to show for it. Second, some of the commercial charger networks are poorly managed and availability if often poor.
A phenomenal conversation to eavesdrop on! 53:40 NAILED IT!
Like with many subjects, most opinions are from secand hand or heresay rather than firsthand experience! "Do you own an EV...?", not but they're going to write about it anyway... (Like a man telling a woman what a pregnancy is like).
38:46 Stong disagree with this. Generative AI does not 'clean up' data, it 'makes up' data based on statistical averages of a massive set of observations. That's great for video games, it is tolerable to make some quick and dirty concept art, it is annoying when you are trying to ask it to help you with technical questions (which I do often at work), but it is absolutely horrific to use this in automotive navigation. Gen AI frequently hallucinates wrong answers and the main problem from engineering standpoint is that even the people who make the models don't understand why it does it, and it will give you different answers from day to day if you ask it the same question. Generative AI shouldn't be used at all in auto navigation in my opinion.
Navigation AI doesn't use Large Language Models, what are you talking of?
Elon is following in Henry Ford's foot steps in more than one way. It took Henry a long time to let his son introduced the model A just like Elon is taking a very long time to redesign all his cars. I am a Tesla fan boy and I love his cars, but the styling and interiors need to be redesigned.
Yes, and I am on my third Model S, to get the new technology, and I will likely buy more. They all "looked" pretty much the same from the outside.
Very good show. Really good content. Thank you!
Most of those EV customers in your 46% may be upset but when it comes time to spend the money on their next vehicle they will buy another EV.
I clean the exterior of residential and commercial buildings and walls are they are caked (black) with particulates! This crud is in the air we breathe and all those in the automotive industry need to find a way to transition to full electrification for the sake of our children and grandchildren. By all means make it a profitable transition, but don’t delay progress because of profits, you have to lead the way guys not procrastinate!
Heh. I actually like this panel, culture wars flashpoints aside. I appreciate the sober, but long-term optimistic assessment of EVs and where they're going.
Sean, John, Gary are better informed on some issues than their guests. Two credibility issues Autoline needs to get on on top of - i.e, go look at the documentation. The Elon pay package when all metrics are met is that he can pay Tesla $6.6bn for 330 million options??? IE he can buy options at about $20/share - the price the shares were worth when it was announced?? The other is Cobalt. While a lot comes from the DRC, Cobalt is not a material of concern. The Tesla sourcing document tells us precisely the materials of concern from from the DRC. The Cobalt supply chain is easy to chart - Suppliers for Tesla cells buy by it directly from miner Glencore - the other mine owner is the government. Autoline could do a series of stories on materials of concern from the document Tesla produced.
I always wonder why Toyota didn't make a "Prius E" that would be a pure EV. Take out the ICE stuff and put batteries in their place to increase the electrical range.
Because of the cost of the B-A-T-T-E-R-Y was too high. That's why.
@@thx1138guy What's their excuse now?
Paul Eisensteins saing grace is that he gets how superior a BEV is to an ICEV. But Elon-bad is his blindspot.
Who made the Fisker’s?
Magna right? Does Magna have anything to do with how crappy the car is?
I remember industry people saying that it was the safer, smarter way to go (w/Magna) and criticized Tesla’s path of constructing new factories around the world (as was usual).
Of course it made Tesla better than the rest by building ever better factories, production lines, line equipment, vehicle sub assemblies, cutting unneeded parts and processes and developing several world class industry firsts.
Tesla didn’t have an exceptional EV, AI and Energy company to compete against as they developed much of their key technology- while every other automaker does.
Who the h*** is E-lahn!?
Once again, these guys proved to be so entertaining. It is just hilarious how clueless they are about the EV industry, Tesla, and Elon. The Legacy oems are done, in 5 years they'll all be gone. Tesla does not care about selling cars.