How to Fix the Global EV Infrastructure - AAH 715

[@davidlopezlive]

Holy 💩, the questions John and Gary were asking the guests today were spectacular, better than most journalists these days. 👏👏👏👏 Great show.

[@nathanroberson]

15:20 if you include mining for batt. You have to include the oil exploration and mining for ICE cars too.

[@gnoxycat]

Also every week you have mine, refine, transport, pump and burn 100lbs of gas for an ICE car.

[@carkawalakhatulistiwa]

Cobalt is used for diesel production. But people have problems when used to make batteries

[@davidbeppler3032]

@@carkawalakhatulistiwa The cobalt used in batteries can be recycled. The cobalt used in oil refineries can not be recycled. Nobody cares about that. Also a cell phone has almost 50% more cobalt in them by volume than EVs. Nobody cares about that either.

[@JT_771]

Model Y needs a major refresh because they've hardly sold any this year . Side note ... they told people attending the We Robot event that hand/voice was tele-operated at the event.

[@11abhishek11]

Do you realise that Model Y is the highest selling car in the world?

[@JT_771]

@@11abhishek11 denotes sarcasm

[@timwatson3879]

...had to go and look up that ad...you are correct...it is music....poetry....meaningful...memorable....

[@cadude145]

There were several observations that I made during your show. One of the witch was how far behind the United States is behind China in BEV Auto development. From a consumer standpoint I realize this was true because for some reason the United States cannot produce a budget electric vehicle, it appears that the legacy automakers think it's impossible, and Tesla seems to think we're all going to be in taxis. I think perhaps, that we should light a fire under US automakers, by providing time sensitive tariffs only. That is that a tariff is good for 5 years, and then it sunsets. Right now as it stands the United States doesn't seem to be doing a darn thing to catch up with China and their developmental stages. Although, I did know you did have an organization that tears down automobiles. And that they were tearing down a $10,000 economical electric car from China. I do recognize that there were a lot of safety features that needed to go into that car before it would be acceptable to the United States. If you wouldn't mind. There has been some discussion on why Chinese cars in the United States would be a national security issue. But no one is ever explained why and exactly what it is that China would get from an electric car that they can't get by using Google maps. If you have a program on this please direct me.

[@markumbers5362]

The security risk with EVs or any car that becomes a "computer on wheels" is over the air updates or hacking. Tesla, for example, could do an over the air update that could disable all of its cars over night. In the event of war an entire transport system could be disabled by a few key strokes.

[@MikeRobot]

So someone who works in a state where they have the worst slackers in evs is trying to tell third world countries how to transition to evs? Hmmm. Further investigation is needed here.

[@FrunkensteinVonZipperneck]

the psychiatric term is “grandiosity” first criterion of Paranoia Disorder 😮

[@user-to2rf1rj5v]

Even John kinda missed the boat on We, Robot. They ARE going to get to full autonomy and the entire event should be understood in that lens.

[@microsrfr]

According to Deiss, previous CEO of VW, it takes Tesla 10 hours of labor to manufacture a car vs 30 hours for VW. Humanoid Robots will further reduce this.

[@FrunkensteinVonZipperneck]

That was 3 years ago - and Dr Diess’ estimate. Tesla was faster then, waay faster now. VW slows EV e r y day😂

[@highlanderapparel]

Hi gang a quick plug for Toledo and Metro Toledo known as the glass city we have two major solar panel companies both in Perrysburg, Ohio growing like gangbusters putting a buildings and can’t hire enough technicians and people your friend Highlander😊 PS hi Sean

[@cassidybb10]

Milestone for the show. First 3 segment show.

[@cassidybb10]

Congratulations to that HS. Seems like a great opportunity and partnership with greater Detroit.

[@davidhancock91]

My wife’s family live in the Philippines. Electric vehicles and charging infrastructure are just not going to happen for many decades. Perhaps Manila and Cebu, there might be some take up? But third world countries have not enough electricity generation infrastructure to keep the lights on 24/7. May be scooters and electric push bikes, might get some take up, but the 4 stroke 100cc Honda scooters are a very practical and proven standard family vehicle.

[@UrbanGuitarLegend]

Agreed, but even more of a reason, explore batteries, wind, and solar. I've stayed in Labongan, Cebu.

[@FrunkensteinVonZipperneck]

Kids, can you say, “solar panels?”

[@UrbanGuitarLegend]

@@FrunkensteinVonZipperneck Solar Panels LOL 😆

[@anton_grahn]

Cybercab will definetly not have wheels pedals. Cheaper manual driven models have been committed to cost down variants of 3/Y

[@highlanderapparel]

Thank you for another great show the Highlander PS kindness is always free. Use it and exercise it daily. I recommend it to Pete Gruber often.❤

[@frankcoffey]

There are lots of companies working on self driving cars and most will continue not because they think they can make money but just sunk cost bias. After you have sunk billions into a project it's impossible to go back to investors and say it's just not worth it to continue, or we failed. You just have to keep pouring money on it until some other force is applied and then you can blame what ever that is. M&A serves this purpose.

[@gregkramer5588]

Self driving will happen. The only unknown is the time schedule. In the Taxi/Uber/Lyft world autonomy is starting now but in 10-15 years it will be nearing 50% of these applications.

[@michaeloreilly657]

Were not the Renault 4 & 5 the big news from Paris? Good to see your guest emphasize 2 & 3 wheelers in the developing world. 2 wheel electric mobility is where personal transportation is going in urban areas. Possibly the biggest threat to the automotive industry, and they know it.

[@user-to2rf1rj5v]

1:00:08 It's more than a mild facelift. The baby fat is off, it looks appropriately different both front and back. And of course, quite different on the inside. I think you're wrong that it needed a total overhaul. Look at any other automaker, they don't overhaul them as much as you seem to think they do.

[@typxxilps]

31:00 - just 50 years behind the german industry when they started offering to study and work inside the big ones from Bosch, Porsche over Mercedes and HP & IBM germany. You get a contract and a 1000€ salary , also 6 weeks vacation to study ,but full time from 9 to 5 But no debts and no obligations, students can leave if they have graduated so the competition is high where they offer more to keep these talents which they had recruited across the country. 15 spots per year by mercedes but back then 30.000 applications and they had the choice to choose the best talents or whatever they were looking for ... bride skills, high social profile and engagement and what not. But you had to study hard cause each semester is done within 3 months or double the speed of the university where the profs were coming from but got an additional payment from the big companies. Worked out quite well in the southern states first for over 2 decades till the other states followed.

[@ronaldgarrison8478]

50:45 The logical fallacy that just will not die-especially in Detroit and other ICE holdout locations. The unspoken, wrong assumption is that progress will be linear. It clearly is exponential. So it IS happening fast enough. Put in on a log scale, and it looks completely different. And diverting onto the hybrid track just makes the trip take longer. Then again, maybe I'm just a victim of "giddiness"? Time will tell. Maybe ten years. Probably less.

[@FrunkensteinVonZipperneck]

18 MONTHS

[@highlanderapparel]

I’m trying to make as many contacts as I can. There is a former nuclear submariner. It’s pretty easy not for myself but for my 14-year-old niece who is interested in robotics in my 15-year-old nephew and Michigan who’s not sure but he’s in very good in his high school band which means engineering mathematics And so forth, we’ll see but they have an uncle is definitely pushing for him your buddy Highlander😊

[@davidpearn5925]

Has John heard about CORPORATE PUFFERY ?.

[@FrunkensteinVonZipperneck]

the US Congress cannot produce a Frunkin’ BUDGET!

[@nathanroberson]

14:06 how did the report get it so wrong. Or is it saying that TSLA is THAT far ahead. As they are using much less labor to build a 3 & Y than a comfortable ICE car. Thats before you take account for maintenance labor. Which is part of the car. Everything that a car need to drive 300-400,000 mi should be accounted for. As that is the lifespan of the 3 & Y.

[@rwgamer]

More audio difficulties.

[@davidpearn5925]

Has John heard of electric buses ?.

[@christopherlawrence7450]

Everybody talks CO2 but it's all of the other emissions as well we need to stop burning stuff

[@Tommy2tone762]

John please admit or just say the sales data that so far this year in the US, the Tesla model Y has Out sold the Ford F series. C’mon bud you can do it. You’ll feel good afterwards I promise😂😂🤣🤣

[@AutolineDetroit]

Tesla M3 and MY sales are down by 46,697 units so far this year. Their exterior styling is getting dated, even with the mild refresh the M3 got.

[@Jasonfallen71]

@@AutolineDetroitand yet the Y is still outselling the F-150, there’s no commentary on that? Really? And if CT steals another say 40k/yr that would otherwise buy a Lightning or ICE F-150 that hurts Ford further meanwhile ModelY refresh is due next year. It’s reasonable to want to bring this topic up beyond “Tesla sales are down” because yeah this is a tough market. Let’s dig deep. We’re fans of the whole global auto industry.

[@rustyhauler6477]

I don't want an EV, I want a reasonably priced car that works in Canadian winter.

[@kevtheobald]

EV ownership in Denmark and Norway is very high and they are very happy. This notion EVs are rotten in the cold is more myth than reality. When you consider the number of EV options has been expanding with every passing year and the tech has been rapidly moving forward, you will likely have some excellent choices for EVs $40,000 or under from a few builders by 2030 or earlier. I am thinking 2028 will likely be a great year to find something that will work for you. An all wheel drive Model 3 would likely do just fine there now. The EV3 will be in North America soon. My father-in-law has a 2022 Kia Niro EV he has enjoyed using in Vermont.

[@nathanroberson]

15:48 I bet the report was for hybrid vehicles because you are building two different ways to power the vehicle and it’s more costly with more parts. They only like them because they wrote the tax credit for themself.

[@robwalker4548]

The job question is complex and depends a lot on which type of jobs and the where question. The USA needs to focus first on EV manufacturing and being a leader. If the USA does lead there we will lose a lot of jobs which is exactly what is going to happen. I would say for manufacturing it does not matter if it is EV or paper towels we need a national focus on being a player there. We can do it but it will be automation dominated with high quality and low prices without large payrolls. We need to do it without using subsidies. We start by replacing the current tax system for companies with a value added tax system. That to would result in less accounting jobs in manufacturing. To many companies spent to much money lobbying government for special tax breaks in our current tax system. The debate with value added tax is how much it is which will be easier to understand.

[@davidpearn5925]

Has John heard of Boston Dynamics' ?.

[@tbone9405]

How silly, bringing EV to undeveloped countries than doesn’t have a stable electric grid! How about working on the electric grid only, internet, running water, sewage treatment! Throw your money at REAL problems!

[@edmundlively8137]

Heri erat historia mera; cras autem mysterium est! 😃😃😄😃

[@elvinthalund5193]

Tesla has already said there will be a 2.5 car in early 2025.

[@davidpearn5925]

@@elvinthalund5193 Tesla is now purely a gunna company. The rudder is too busy expanding on his childish ignorance.

[@kenneth.topp.]

If they wanted to convert people to evs all you need to do is build a bunch of nuclear power plants and drop the cost of electricity ten fold. People will be happy to buy an ev. The only reason why nuclear power costs so much is the lawyers.

[@FrunkensteinVonZipperneck]

solar power already decreased electric generation cost by one order of magnitude (1/10th).

[@anton_grahn]

The EU mandate is more than TEN YEARS away, any committed car maker can make the switch in that time, BMW and others are laggards

[@carkawalakhatulistiwa]

Subsidies & propaganda for EVs are key

[@datamatters8]

RE: first half ... Long on talk, short on data. Lots of slogans and buzz words.

[@cassidybb10]

Tariff them.

[@Max86421]

🤔 Maybe it's too late to save our planet

[@anton_grahn]

Are Tesla really struggling tho? They are still one of the only ones making profit (and decent ones at that) on EVs

[@olyalphy]

You have no idea what you are talking about. The CyberCab is not the Model 2. Tesla are going all in on autonomy. It will only come without human controls. The Model 2 is cancelled. They will release smaller cheaper models based on Model 3/Y platform.

[@Brad-sb1dk]

I wish there was a model 2, but the writing is on the wall that Tesla or any non-Chinese auto mfr can't compete on cost. So with Cybercab and Robotaxi Model 3 and Ys, you sell transportation as a service, thus making greater lifetime revenue than one-time sales of a low margin vehicle.

[@theipc-twizzt2789]

@@Brad-sb1dkTesla China is in essence a Chinese manufacturer. They could easily build a cheap car there when they expand that factory.

[@Brad-sb1dk]

@theipc-twizzt2789 Tesla- Shanghai doesn't have the vertical integration the Chinese manufacturers do. China even controls the battery and raw minerals needed for the vehicles. Chinese vehicles likely will be tariffed out of European and North American markets.

[@theipc-twizzt2789]

@@Brad-sb1dk Sure they do. The only manufacturer who you could argue that is more integrated is BYD. Tesla China gets the same access to cells as everyone else (Be it LG or CATL or BYD)

[@Brad-sb1dk]

@@theipc-twizzt2789 Tell that to Elon.

[@robwalker4548]

The problem with Elon’s robot is if that is what you need in your factory then you have a poor factory floor design.

[@user-tx9zg5mz5p]

Chinese car designs are decades ahead😊

[@mowensmd]

Please get better information before putting on a show.

[@FrunkensteinVonZipperneck]

You watch the useless show. They collect the cash fro Google: vicious cycle ⭕️

[@fuelon]

which info was wrong or not good in your opinion?

[@lithiumforce5945]

Boring show do better guys

[@davidpearn5925]

Franz doesn't do anything because Elon Musk doesn't execute anymore.

[@kevtheobald]

That is a clueless statement

[@davidpearn5925]

@@kevtheobald that means you aren't a critical analytical thinker......but you are a buyer.

[@Brad-sb1dk]

Franz designed both Cybercab and Cybervan.

[@davidpearn5925]

@@Brad-sb1dk they are no more than Hollywood copied doodling.......in his spare time. Tesla has been constipated since the M3 actually went into production. It's why the brand is in decline.

[@theipc-twizzt2789]

@@davidpearn5925Cope harder lmao

[@markplott4820]

Autoline - YOU haven't the First clue.

[@abcharrison09]

Making a declarative statement, without any constructive criticism. Just leave everyone clueless to what you’re talking about.

[@highlanderapparel]

I’m trying to make as many contacts as I can. There is a former nuclear submariner. It’s pretty easy not for myself but for my 14-year-old niece who is interested in robotics in my 15-year-old nephew and Michigan who’s not sure but he’s in very good in his high school band which means engineering mathematics And so forth, we’ll see but they have an uncle is definitely pushing for him your buddy Highlander😊