Grok 2 is here - Cybertruck demand - Legacy doomed in China - Ford is learning from VW

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[@CarloHerrmann]

Thank you Lars for your hard working and excellent episodes

[@snookmeister55]

Economics will win. Electrification will continue.

[@Greenspaceservices]

Charging my model 3 at home 🇨🇦 is saving me $500 per month in gas cost. My electric bill for my house including charging my car last month was $119.36 Thanks Lars for another great video!

[@markplott4820]

you can fully charge model 2 RWD for $2 overnight on Time of use plan.

[@Greenspaceservices]

Yes I am on that plan. Started last month 👍

[@sargfowler9603]

Perfect choice. Ideal for high mileage drivers like your self.

[@Picklemedia]

I did the math cuz I thought you might be lying but that is actually possible. I'm a believer

[@Nuke-MarsX]

@@Picklemedia its not like hes the only one

[@budgetaudiophilelife-long5461]

THANKS LARS 🤗 FOR THE UPDATES 💚💚💚

[@jwstolk]

That 1.5 m3 of water usage per produced vehicle is mostly employees washing hands and using toilet. Almost all water used in Berlin production machines (mostly cooling water) is recycled. I would not be surprised if the factory extension was done without upgrading the water supply.

[@casperhansen826]

It is 2.7 m3 for a single T-shirt

[@davidkendall2272]

We charge both of our Tesla's off our 13.2 kW solar powered roof coupled with two Powerwall batteries to make us a microgrid, generating 474% of our energy needs last year, while exporting ~half of our excess solar back to grid via net metering to help supplement the grid. As more people recognize the value of solar + batteries, the issue of EVs crashing the grid will evaporate as a nothing burger. Thanks Lars for your excellent reporting on this issue.

[@greypilot2430]

Great videos. Please keep up the interesting information.

[@dandufresne1]

Canada. I get my foundation series in November. 💃🏻🕺

[@daveturner6612]

One obvious “non change” is Grid Demand, truly a nothingburger. Refineries consume an enormous amount of electricity so as gasoline demand drops, the 24/7 consumption of refineries delivering 20% efficient fuel will evolve to 85% fuel used at convenient times.

[@stebarg]

Congrats to 100k 🥳

[@lukeryan559]

Great video! Informative, well collated and narrated 👍

[@stvybaby]

Legacy auto is still building ICE cars while the world has shifted to the electrification EV paradigm. They did not learn from the smart phone technology disruption.

[@sylvestertomcat8988]

… they (old OEM boys) analysed: „We CAN‘T do BEV - profitable.“ So, we ignore the true trend and change again - back to ICE, as we were good in and profitable. For the moment and a few quarters - their bonus-periode. In few years they are doomed - asking for bailout AND those current ‚managers‘ got their bonus - despite they didn’t manage appropriately - ruined their companies 🤯😭😭

[@finned958]

Legacy can’t sell EVs profitable. It’s a known fact. What’s so hard to understand? Legacy auto also got government grants and loans to build batteries and factories. GM chose to use the money for stock buybacks.

[@spinnymathingy3149]

@@finned958what a load of half truths. You should be embarrassed. All EV manufacturers in the world have massive government subsidies. That’s right, from the US, to Asia, to Europe.

[@finned958]

@@spinnymathingy3149 It’s the truth, not half truth. You should be embarrassed for stating the half truth.

[@adamkucera9094]

@@spinnymathingy3149what about Australia, do we?

[@rowanbroekman3929]

25:30 Never ever put fireworks in glass. If it explores, the glass flies straight into anyone nearby. It's essentially the basics of a handgranate.

[@PJWey]

Comedy Central looking at the headlines from 2021 about Tesla being beaten

[@nextechsolutions5955]

As long as Legacy Auto keeps giving the switch to BEVs lip service, they are doomed. At this point I’m afraid it is an inevitability. Tesla, Hyundai/KIA and the Chinese are so far ahead it’s not even funny.

[@markplott4820]

they are NOT even producing @ SCALE or Profitably ....lol.

[@snookmeister55]

Tesla, Hyundai/Kia and the Chinese will dominate the USA market. BYD is profitable. Tesla is profitable. Hyundai will kick ass when they ramp their new factories in the USA.@@markplott4820

[@malax4013]

@@markplott4820BYD and Tesla are producing BEVs with scale and profitably.

[@finned958]

BYD is barely profitable and they rely on China’s subsidies. China’s subsidies won’t stop any time soon.

[@waynerussell6401]

Hyundai still intend to make twice as many ICE than BEV in 2030.They have no penetration into China and dismal sales in US. Worldwide EV sales down a third HI 2024! Hydrogen fuel cell sales have been down for 15 straight months. Ionic 6 sales down two thirds H1 2024! Genesis EV sales down 53% YOY. Still gen one engineering... kzbin.info/www/bejne/ZmLPiKCGnpmWis0

[@mrfudd13]

BYD's stock hasn't gone anywhere for a long while. I don't think they are making much of a profit, if any.

[@ScottRawdin]

Lars thank you for this excellent program.

[@roger_is_red]

It's sad to see the demise of legacy auto because of workers losing their jobs and what it can mean for some country's economies. It's funny how the legacy auto CEOs get obscene amounts of money for making poor decisions. Jeannine

[@markplott4820]

TESLA , SpaceX, X/ai are hiring.

[@casperhansen826]

True, the countries would be better off not trying to save the huge car factories and let the working force make better products elsewhere

[@Greenspaceservices]

The are operating on an old business model that is failing miserably

[@yourcrazybear]

Yeah. They should just have paid for a Tesla factory instead.

[@doylewillis9587]

Wow lots of content today thanks for what you do

[@warbuzzard7167]

Also: I spent $23+ in round trip driving to work (1trip to work, and two trips back) in my C5 Corvette. So two days journey back AND forth to work is about $30 US. If I had a Tesla, I might spend $4. 😕

[@ymalik9813]

I am amazed with the amount of extremely valuable insights very impressive Lars keep up the great work.

[@keithcook3908]

I would like to see diy solar panels for the roof from Tesla with power storage that was affordable

[@MauriceBiron]

Good report

[@flirek]

that "oh dear" got me almost on floor :) :) :) :)

[@rogerpicklum1871]

The empire has struck back in California, against the home solar/batteries revolution. The investor owned utilities recognize that their empire is threatened. Right now the rooftop solar industry is on life support.

[@markplott4820]

100% PUBLIC power , NOW !

[@snookmeister55]

Virtual grids might be the answer in that homeowners are united into an entity that the utility will use and pay for. Net zero is over for most home solar but that doesn't make it a bad idea. Payback for solar has never been quicker.

[@spinnymathingy3149]

Same in Australia

[@LJ-jq8og]

VW is like an ocean liner 5 feet from crashing into the dock 🔥 Germany is in HUGE trouble ! Cant wait for their UNIONS🤮 to deal with their self-made consequences 🤣

[@timhabich3113]

So is it better to have just one week's vacation? Or the huge low-wage sector in the USA?

[@LJ-jq8og]

@@timhabich3113 Your comment makes NO SENSE 😊

[@theodorehaskins3756]

So why are you blaming the unions? Unions represent workers, workers have rights, and those rights need to be protected, and respected, and when they are not respected, there needs to be consequences. So the idea that an employer as large as Tesla in the states, would have their top guy, get on his private owned social media platform, and say that it is okay to fire, striking workers, knowing for well that, that’s illegal. So why are you blaming unions, the union doesn’t dictate to the company, what products to sell, what products should be in production or what products should be under development, that’s the role of their decision-makers. So the union’s sole reason to exist is to represent the interest of workers, and the workers rights are protected, but those protections means nothing if there are no consequences when they are violated. So someone need to advocate for workers rights, and that’s all the union is about, advocating for the rights of workers to be treated with dignity and respect, under the law, and not have their rights trampled upon at will with no consequences. Comphrende. Cheers 🥂

[@LJ-jq8og]

@@theodorehaskins3756 Unions, decades ago ! truly represented workers and their families... Now they are CORRUPT, ultra-leftist, parasites (lamprey-eels) 🐍... Sucking the blood of workers and pursuing extreme political agendas... Hope that answers your question 😊... Whether its Europe or the USA unions are "shills" for socialism...

[@yourcrazybear]

@@theodorehaskins3756 "So why are you blaming the unions? Unions represent workers, workers have rights, and those rights need to be protected, and respected, and when they are not respected, there needs to be consequences. " Unions are rarely representing their members nowadays. Sometimes their own agendas happens to be the same as their members though.

[@PenkoAngelov]

On the topic of grid demand... Let's see what is the world's biggest consumer of electricity: - One pumpjack consume 9960 kWh/month of electricity. There are around 1.1 million active pumpjacks worldwide (in 2018). - Oil Refineries consume 15-20% of annual electricity consumption for the whole continent (just in the US). - Offshore platforms burn 20-30 tons of diesel per day for their generators. The US alone has 610 active offshore platforms. - Thousands of kilometers of pipelines. Each section with a pump consuming 50-250 kW and working 24/7. - Tankers, each of them burning 200-250 tons of fuel oil per day. 2,210 are currently active tankers. - Land transport with semi trucks - ~ 40 liters of diesel / 100 km. - Gas stations with all their pumps and energy consumption. ... and we haven't touched on shale gas and coal mining yet. ... nor have we paid attention to oil spills, vented gas, pollution of rivers and groundwater, deforestation and wars for resources and all the energy demand connected to them. - An average ICE vehicle is responsible for 260-350 g.CO2/km + NOx, SOx, CO and other harmful fine particulates right in the cities where we live. - Efficiency to the wheels - 18-25% (older vehicle even less) - While an EV is responsible for 32-48 g.CO2/km (at the current heavy coal energy mix)... Keep in mind that there are NO emissions during it's operation. NO exhaust gasses where people live - Efficiency 80-90%

[@casperhansen826]

- One pumpjack consumes 9960 kWh/month

[@PenkoAngelov]

@@casperhansen826 Yea, my bad. Corrected.

[@hillmans69]

VERY interesting stats, thanks!!! To say nothing of all the injected substances, including propants, for light tight oil & gas production via hydrofracturing (fracking)! Have you read The Quest: Energy, Security, and the Remaking of the Modern World by Daniel Yergin?

[@spinnymathingy3149]

Don’t forget to factor in how many years of use and Km -miles driven it’s going to take the average EV to break even with a modern ICE car, I believe it’s about 7 to 10 years on average before break even will occur

[@martinsmallwood9605]

@@spinnymathingy3149 A EV driver in the US would reach the breakeven point at 41,000 km - or in around two years of driving, assuming an average annual distance traveled of around 19,000 km Bloomberg nef . An EV in Europe will pay off its carbon debt after around 11,000 miles (18,000km), Carbon brief ..

[@Martin-se3ij]

The perception in America on house designs is the more complicated the roof the more it flaunts opulence to your neighbor. There needs to be an education of architects and builders and municipalities to make roofs optimized for solar panels/tiles. Maybe Tesla needs to get into house design?

[@snookmeister55]

Holy hell you are right about stupid irregularly shaped roofs. Also, how about building that new roof and then putting vent holes in it? Stupid.

[@dougsphoto]

well I have to say I drove the VW id4 on Friday and was my first EV experience but I have to say its a good car, maybe not a software car but a good car, kind of like a automatic

[@rporpora2]

Thank you

[@machoopichoo2]

"The grid can't handle it," is pure FUD. In the early days of ICE, gas had to be purchased in cans at drugstores. The gas stations rapidly scaled up. The grid will be upgraded in the US (it needs it anyway and can be done with existing towers, with more advanced wires) and it is rapidly decentralizing, as was said in this video.

[@jwstolk]

EV's save fuel. Towing uses more electricity but also saves more fuel, making EV's an even better option when towing.

[@markplott4820]

BEST in Tesla - fast charging & adding more range when Supercharging is all fine . until you have to Replace the Battery EARLY. Tesla batteries last Multiple Decades . keep that in mind.

[@waynerussell6401]

Study of 13000 Teslas by Recurrent Auto June 11, 2024, showed no increased degradation with fast charging. Model S Taxi with 430k miles on same battery was fast charged.

[@skip181sg]

Lars - I think VW was one of the earliest Western car makers in China as early as 1978 and its first JV IN 1984 GM didn’t come till the 1990’s

[@Lifecoach7Ra]

Jim Farley should have added that he learned how to not build EV. The best in Germany even BMW was said by Sandy Munro Associates that they should learn how to weld a car just near to the Cybertruck. So what to learn from VAG eg how to write software at Cariad with assistance of Rivian and Xpeng that never made any money?🤪🤡😵‍💫🦄☠️

[@stefannizny2077]

Díky!

[@greghelton4668]

ITT seems I see as many Rivians as I do Cybertrucks in California.

[@av_oid]

Starlink is only better than Australia’s NBN’s satellite service. It’s much more expensive than the FTTP and cable services available in the cities. However if you are in the country, Starlink makes for a great deal.

[@RussellBWalker]

Thanks!

[@BestInTESLA]

Thank YOU 🫵🙏

[@highlanderapparel]

Well, presented Lars very informative, your buddy the Highlander😊😊

[@jorgekumagai2672]

Just as Elon Musk said, there are only two real players in the BEV market: Tesla and Chinese manufacturers. 😀

[@bfelten1]

It's amazing how suddenly cheap Chinese copies are regarded as good as the original. When did that happen?

[@markplott4820]

this is TRUE.

[@Tschacki_Quacki]

@@bfelten1 Never? Besides MG, chinese cars are still a tough sale in Europe.

[@jorgekumagai2672]

@@bfelten1 - They all underestimated the Chinese. 😀

[@spinnymathingy3149]

Won’t be too long before Tesla is bought out by a Chinese company

[@nononsenseBennett]

I wonder if anyone's studied the effects on EVs to air quality in China?

[@FrunkensteinVonZipperneck]

HUGE improvement! Shanghai has been transformed...

[@NaughtyGoatFarm]

My wife and I save around $200aud per week each on fuel driving EVs. That's $20,000aud my family has per year to put towards other things like our childrens education.

[@chrisheath2637]

The major advantage of solar panels, which no-one seems to talk about is - (drumroll)- no moving parts. Imagine how complex the maintenance is on a coal, nuclear or gas power station. With solar, a clean every few weeks is all the maintenance required, enormously reducing the running costs....

[@robertweekley5926]

Ha! I saw this video before The Notice Popped up! 😲😂

[@robertweekley5926]

Excellent Data here! Unless you are a GM, Ford, MB, etc., Fan!

[@terryinozland]

Thankyou

[@Dekarbonisiert]

The car Tritity is delayed to 2032 not SSP. VW still plans the Audi A4 etron in 2028 and the ID-Golf in 2029, both on SSP.

[@markplott4820]

will also DELAY new upcoming AUDIS , they NOT selling compare to TESLA . Tesla M3/Y are outselling AUDI 3, 4, 5, ICE models.......lol.

[@metriczeppelin]

So, the NBN can't compete with Starlink in the real world marketplace. That's called supply and demand, the customers themselves decide.

[@talbingolodge5943]

Yeah unfortunately NBN technology decision on satellites was made along time ago way before Starlink’s LEO type of tech was even an option. it’s like bringing a knife to a gunfight.

[@talbingolodge5943]

I

[@bobgardiner7604]

Thanks Lars.

[@DeepakKumar-cd8ny]

BYD is maybe profitable.

[@radicalrick9587]

*Jim Farley of FORD, saying he has learned from VW is like someone saying: I have learned from Hitler. That's not a good sign.*

[@InformedKiwi]

Jim Farley has learnt so much more from Tesla

[@TeslaEVolution]

Well, it's 2.5 BILLION cars on the roads to replace - still getting produced - so decades before they're gone.....

[@roxter299roxter7]

4:44 Sounds like the valley of death scenario to me.

[@malcolmrickarby2313]

Of all of the electric vehicle sales😊, there will be going very few owners going back to ice.🤔

[@EnerGeezerSquirrel]

So one Starlink in the Bush is worth two Broad Bands in the hands? 😼

[@sylvestertomcat8988]

WOB trinity 2032? Its 5 year after their bankruptcy 😅

[@GG-si7fw]

Look up the graph "automotive valley of death", not about driving in death valley. The bar graph shows the ICE vehicle disruption in the mid 2020's with global EV's sales overtaking by end of 2026, 50 percent. I was first aware of this graph in 2019, right before the pandemic, global supply disruption, 2022 vehicle shortages, etc. Wow, about how spot on the trending has been the last 5 years.

[@spinnymathingy3149]

So not possible. Global battery production won’t let even 50% EV cars exist for at least another 15 years. Even 50% by 2040 is a long stretch

[@GG-si7fw]

@@spinnymathingy3149 your thinking linearly, not exponentially.

[@spinnymathingy3149]

@@GG-si7fw from what I’ve seen, world wide battery production will have increased by bit over 100% from 2023 to 2030, that’s total battery production shared between everything that’s needing batteries. So with static battery storage demand competing with new cars demand a theoretical 100% increase in car production in that same timeframe would be about maximum expected, so currently at 14% EV in 2024 so possibly 30% by 2030 .

[@GG-si7fw]

@@spinnymathingy3149 Your graph is linear not exponential. Tech disruptions are exponential and everything that supports the tech will grow exponentially. Search for technology disruption curve, one that is updated to 2019, not 2012, from early 1900's.

[@dtriplett03]

Did they Really run INSIDE with that Firework 🎆 😮

[@E59FF]

Hope that lady didn’t blow her hand off 😳

[@markplott4820]

it will buff out.....lol.

[@FL-FLyer]

“Oh dear”…. LOL!!!!

[@nickmcconnell1291]

I think what Jim Farley of Ford has learned from VW is to have a Chinese company make your software and a lot of your other stuff.

[@stevennelson7518]

Volkswagen admitting that Tesla and China are 7 years ahead.

[@charlesrovira5707]

@19:27 *Ford* learning from *VW?* Yeah, what *_NOT_* to do...

[@LJ-jq8og]

"VW software..." 🤣 🤣🤣

[@Lovejazz01]

Yep , oxy-moron 😄😄😄

[@yourcrazybear]

What's wrong with Dos or Windows 3.11? 🤣

[@LJ-jq8og]

@@yourcrazybear 👍🤣

[@joansparky4439]

the focus on profit is misplaced - free markets at the supply-demand-equilibrium-point would be WITHOUT profit. Or in other words - ANY free market trends towards ZERO profits AT ANY POINT IN TIME. And yes, our existing markets are NOT free but unfree, where a few benefit from rules that undermine competition and thus the trend towards zero profit.

[@markplott4820]

DELETE all subsidy , inc OIL & GAS.

[@waynerussell6401]

The key to commercial success and innovation is Monopoly - Theil.

[@libertykrueger1433]

The only thing Ford learned from Volkswagen is that when Elon offers to help you make your EV business profitable, you DON’T turn him down and go it alone!

[@willinguyen1]

Hopefully the Tesla diner has security. Santa Monica has become crime ridden.

[@WrathChild-NZ]

What's with the news about all the model 3s and cybertrucks all sitting in a grassy field?

[@Oldguard_8]

Legacy auto have no supply chains issues but prices remain sky -high, pricing themselves out of the market. If they weren't so greedy, they could at least forestall the rise of EV's.....what a strategic mistake, charging prices similar to a luxury brand. As people delay replacing their cars due to the cost, EV's are becoming cheaper. Union contract was Pyhrric victory. GM/F will be hoping for a fed bailout, again.

[@pierreblattner4527]

2032 will toooooo late, VW will dessaper bevor!!!

[@patricioarteaga1469]

May as well call ICE cars electric too as they do have a battery, generator and lots of electric components. Hybrids should not be counted as electric cars.

[@frederickstirnkorb3094]

Same launch vehicle won't work because it becomes a single point of failure.

[@AmbroseCollins]

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

[@CynthiaBarrett-l2d]

the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

[@ElizabethJose-u8o]

I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

[@TonyVasquez-n7p]

Impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

[@ElizabethJose-u8o]

Lina Dineikiene' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

[@TonyVasquez-n7p]

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I sent her an email hopefully she responds.

[@BarryObaminable]

Legacy Auto is Blackberry. Saying PFFFt Iphone. There is no keyboard. People like keyboards they can feel. Or Kodak not seeing that digital cameras were going to eat their lunch. Blackberry should have had a smart phone. Kodak should have realized that they have a cash cow regarding film. but that people would looooooove to not have to keep buying and paying for prints. I LOOOOVE my electric car. Its peppy. I do not have to make a trip to the gas station every 4 days. I do not have to go to the oil change place and donate 70 bux every three months.

[@sylvestertomcat8988]

when ends the good, old times - where things worked out fine? So many stupid management decisions / wrong ways approached. Are the all hypnotized? Since when? What was the initiative / trigger? 😢😢😢

[@saltvatn]

👏🏻👏🏻👏🏻👏🏻👏🏻✌🏻💫

[@stvybaby]

Legacy auto continues sacrificing market share for short term ICE profits while failing to develop any smart EV software architecture. The profit death spriral is here as ICE sales collapse worldwide. Brutal consolidation, layoffs, bankruptcy and bailouts ahead.

[@thesimplegig]

How do you get grok?

[@sim73505]

Grok is not available in eu and x will be block in eu... Eu is crazy

[@warbuzzard7167]

Can any of you folks tell me just what in the heck Toyota is up to? Why are they driving headlong towards a cliff with their foot flat on the floor? It’s not just them, it’s ALL the Japanese automakers; none of them are spiritually dealing with the coming end of petroleum-fueled vehicles like they should.

[@stebarg]

How to use Grok in Germany? I received the message that it’s not supported in my country.

[@thyristo]

US, EU and Japanese legacy auto is an embarrassment for humankind.

[@brilanto]

Shareholders despise humanity...

[@mervharris5183]

Sounds like a Tesla advertising stream. Thought seriously about a Tesla, but Elon has now officially turned me off. And the heavy discounts which have left a few Aussies a bit bitter after their purchase.

[@techyjames1945]

What are your thoughts on fact no Hardware 3 cars have gotten FSD v12.5.1.3, while AI 4 cars have had v12.5.x now for over 3 weeks? Originally Elon said 10 days before it would be ready for Hardware 3 cars. All hardware 3 cars still have steering wheel nag but if your car has AI4 you can be totally hands off. IMHO it sounds like Hardware 3 cars have hit a Hardware limited maximum, and any improvements would be minor improvements. With a less safe car, it’s starting to look like Hardware 3 cars will never be able to achieve FSD unsupervised, and not even sure AI4 will achieve it. It may take AI5 cars.

[@RAHellemans]

Larse: please note that chargers of 300kW and over depend heavily on battery storage on the site so grid impact is not key. These mini "Mega packs" will get fully charged overnight so that the customer pays 3(?)X €/kWh in the daytime. It like the petrol tanker filling the petrol stations tanks except that it's done automatically and daily. EV charging stations are money cows for the operators.

[@markplott4820]

meanwhile 5 more gas stations permanently close in CA - Bay Area overnight. ZERO chance of reopening.

[@jwstolk]

Over the last 5 years, VW has shown to lack the ability to respond to a changing market. Outsourcing software, especially after trying that already several times, just shows that they are still slow to respond. Software is not even VW's main problem, the slowness to respond shows in all aspects of producing, selling and maintaining cars. This does seems much bigger than a technical design problem with their cars. If they could have perfect software today, for free, they would still have plenty of trouble competing with Tesla.

[@at3941]

I feel like Tesla took its foot off the pedal in EVs for robots and taxis. I hope I’m wrong.

[@greghelton4668]

You’re not.

[@DCGreenZone]

My BYD is unsurpassed in quality and comfort.

[@miguelferruelo6997]

My Son... How is Honda a " Western" Manufacture...?🤔🤔🤔r

[@brilanto]

Depends on the perspective: Japan is West of US, Europe East...

[@stilllearning7434]

Wow ! Your best video ever ! Thank you for all the new information.

[@greatcondor8678]

Tesla proved ev is far superior to ice. Working on 1 million miles with no major maintenance. We have plenty of energy despite the propaganda.

[@charlesrovira5707]

*_ALL_*_ legacy auto_ is doomed by its past success. If it can't show continuous progress, it will be crushed by its existing debt as investors vanish and debt collectors circle overhead. The _House Of Cards_ will come tumbling down from the heights of its _hubris._

[@brilanto]

The more BEVs progress, the faster legacy's pains are over...

[@smokeystover6879]

Outdated data source in some of your accusations. Example March 2021

[@leiflarsson9637]

Most Teslas are made with chinese batteries. Why? Most Teslas are sold in China and Europe. Why?

[@prestontucker1687]

Don't like the Teslaps.

[@stvybaby]

Volkswagen is careening towards the iceberg in 2032. Abandon ship. 😊

[@jamesscottmontgomery]

Musk needs to get out of politics as he is pissing off owners and shareholders like me. He is so smart and stupid at the same time.

[@bjornsparf271]

Why do you not comment on the so called intervue Elon made with Trump? Do you think Elon really share same ideas as Trump? I don’t understand what Elon can gain supporting such a lunitic.

[@nextechsolutions5955]

Elon is still “butt hurt” by Biden calling GM the EV leaders and not being invited to the White House. He misses the point that all of that was political, and based on a long history between the UAW and the Democratic Party. That history is now paying off for the Democrats with avid endorsements from both the UAW and the Teamsters Union.

[@florianschneider3982]

The Democratic Party is obviously undemocratic. Unfortunately, Trump is the only option.

[@danharold3087]

You have it 180 degrees wrong. After 4 years of over the top persecution by a democratic administration the only choice for Elon and Tesla is republican.

[@PavolKosik-b3u]

Buy $100k Cybertruck so you can save $65 on fuel a day. Great deal. If he invested that $100k in US stocks, he would made something like $40k since January 2023.

[@PygKLB]

If I need a pickup to haul a cargo trailer, do I spend nearly $100k on a diesel or $100k on a Cybertruck? For this guy, it was the latter.

[@-Xzoom-]

Investing in stocks is fine, but the stocks don’t transfer your cargo.

[@davidbeppler3032]

Is it better to buy a $100k Gas truck and spend $95 in fuel a day? Or a $100k Cybertruck and spend $35 in fuel a day? You act like he did not need a truck at all and just wasted money buying one. He has to have a truck that can do the job. Which is better? $100k Gas truck or $100k Cybertruck? I think the choice is simple. Pick the one that costs less over 20+ years. Quitting his job as you suggested could return him that $40k in stocks, but he would have lost $150k in pay.

[@markplott4820]

Tesla CYBERTRUCK has ROI of just 3 months , let that sink in. also MAINE Farmer proclaims, he can completely replace his Existing F350 HD w/ a Cybertruck. he also Tried Cybertruck for 2 weeks, and TOWED 12,000+ lbs with it.

[@PavolKosik-b3u]

@@davidbeppler3032 $40k truck cant do that? Or used for $25k?

[@ButtonBrand]

Eye watering depreciation, skyrocketing insurance prices, poor reliability, lack of tech skills at the dealership and starvation of spare parts. Need I say more... The only question is who is paying you to gas light the case for EVs??