Legacy OEMs May Not Survive the Automotive Apocalypse - AAH 700 

Should be Taillight news😆

@@Tommytwotone762 1000%... The most banal person I've ever seen on the internet...

Gaslight News...

He’s right though…

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.

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.

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

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.

Tesla is shit and Muskrat is a sexual predator

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!

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

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

lol 😂

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. .

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??

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 😅

“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.

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!

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.

It *is* fear, and not _fair_ from their side to harrass Tesla since the beginning...

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 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.

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. 😘

Exactly.

It'd be claimed clickbait otherwise. But you're right. The "may" is superfluous.

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!

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

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.

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.

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.

If GM would advertise they would be more profitable than Tesla. - Legacy Auto Analysts.

Exactly!!!

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. 👍🇺🇸

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...

Problem 1 with LIDAR is cost but that's only the start.

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.

At least whenever Paul Eisenstein is a panellist.

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.

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?

Toyota: "EVs suck, just look at ours!"

It's cost effective for Legacy Auto and their dealers.. helps keep the manufacturing lines cranking and the service departments in the green.

​@@erktrekTrue Story I think. Temporary Hybrid Smokescreen by Legacy Auto. Poor suckers.

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.

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.

Navigation AI doesn't use Large Language Models, what are you talking of?

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?