Sandy & Autoline's John McElroy on EV Current Events

Last week, John McElroy from Autoline paid Sandy a visit at Munro HQ for a discussion on the latest news and events in the EV world.
0:00 The EV Revolution
6:44 VW Takes an L
15:52 Toyota's Turning Point
23:03 Is GM Making Bad Decisions?
34:56 Lightning Named Truck of the Year
39:21 EV Price Wars
47:59 Conclusion
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#EV #Automotive

[@kelvinyang7475]

First time I saw Sandy was on John’s auto line. Love that it has come full circle

[@nelsongarcia8959]

Same here

[@rui569]

same here. much have changed since then.

[@HydrogenFuelTechnologies]

2 old timers that were tamed by the nazi dark overlords when they were young during operation paperclip 📎 🙄 both these guys are lame af

[@cjonesplay1]

#MeToo

[@MarioDallaRiva]

Sandy talking bmw i3 on Autoline After Hours years ago was my favourite episode. 👏🏻

[@raddaks2039]

Love these high-level industry interviews. Fascinating to see where John has come around to Sandy's side and where there's still sticking points of disagreement. The auto industry hasn't been shaken up like this for a while, and I can tell you guys are having fun thinking and talking about where it's headed. Thanks for sharing the wisdom!

[@__--JY-Moe--__]

🌟

[@patrickkenny2077]

John has come half-around at least.

[@longmuskox4194]

@@patrickkenny2077 I doubt even that far. He has no choice really. Just entertainment at this rate!

[@hoskin37]

One of the most valuable conversations, please have these Sandy and John discussions more regular. Once a month maybe would be the sweet spot!

[@steveam29]

I’ve learned more from John over the years than I can even articulate. A true legend. First time I saw Sandy was on John’s show!!

[@Pikminiman]

Looks like we've come full circle. If I recall correctly, Sandy's first bout of fame in the Tesla community came from a video that John uploaded of Sandy lambasting the Model 3's original build quality, followed by a video of Sandy praising the electronics.

[@hypnotard69]

I saw John on the CES video and loved his rapport with Sandy. Glad to see him on a longer episode!

[@dertythegrower]

great episode for sure!

[@Just-a-guy926]

He has a podcast Autoline Afterhours. & a KZbin channel.

[@dewiz9596]

3:05 while John is claiming that he’s had his “Road to Damascus” moment, on Autoline Daily, I continue to witness “Sublime FUD”. . . the “Damning with Faint Praise” instances. Sandy, on the other hand, really and truly gets it.

[@solarenergynow08]

I think is the oil fumes in his brain that are still slowly clearing out...

[@ramblerandy2397]

Well. I guess he said it, although it has been a long time coming. I've watched episodes of Autoline - After Hours, and Daily, over the years, and the amount of clap-trap, " return to the good ol' days" talk [as Sandy would call it] that one would hear used to make my jaw drop repeatedly. The better/best moments have been whenever Sandy has been on since he saw the BEV light [because he wasn't always like that - find an old A-AHs episode], and he would educate them. It's true you could hear John's attitude slowly changing, but Gary Vasilash would try desperately to find something negative to say about Tesla, or BEVs in general. As I've heard Sandy say, "these people will be swept away with the [B]EV tide."

[@StormyDog]

A politician talking to an engineer...

[@rogerstarkey5390]

@@ramblerandy2397 I seem to recall shouting at the screen during Sandys first appearance on Autoline?

[@ramblerandy2397]

@@rogerstarkey5390 Can you recall the date(?), because I've seen the odd one where Sandy still has naturally brown-ish hair, which must be... 2012, or maybe even earlier. And he's still one of the petrolhead boys back then. Quite entertaining, in retrospect.

[@seanherbertcanada]

I love listening to John, informed, level headed, a true car guy. Made me realize John needs to speak more on Autoline Afterhours. You know this guy knows what he is talking about.

[@rogerstarkey5390]

Your comment gets 3 🤔🤔🤔's from me.

[@r.a.monigold9789]

What a fun, edifying video. I'm watching it again. Me? I started working on cars for money in 1962. From lot boy, mechanic, service manager, car sales, sales manager and GM at dealerships and independents alike. Never "domestic" mostly German and Subaru. At 77, I'm still at it, working at a company that converts RV generator systems to solar and lithium. I've been following John for years and Sandy since KZbin. I learned of Dr. Deming years back and I'm still influenced by his methods today. Thanks again for all you two are doing to move the industry along. Cars beat walking - still.

[@floridagarye9288]

Would love to see John and Sandy do a video series. Love this content.

[@user-to2rf1rj5v]

John has really come around since I started watching their show many years ago. Love to see it!

[@peteconz]

If only politicians would learn from these conversations. Identify your differences respectfully, say your piece, move on the the next topic. Brilliant and informative.

[@michaelkim3432]

I first heard about Sandy on John's Autoline show - the one where he was talking about the BMW i3 teardown. My wife and I each had i3's at the time, and we were big fans of the car, so listened with interest. Great to see them both in Sandy's office now!

[@peteglass3496]

Yeah, I watched that back in 2017 with my first i3.

[@rickrasco]

I bought my i3 because of that show

[@armuk]

sandy's rants and these sorts of discussions are among my fave videos - because we get direct insight from sandy/john's decades of industry experience.

[@turrafirmaguitarchannel]

Loved this discussion. It reminded me of the first time I saw Sandy on Autoline some years ago before Munro Live started. Sandy, you were presenting some document about Tesla and it was a panel discussion I recall. You are both founts of wit and wisdom. 🔥💖👋🇦🇺

[@stephanematis]

You two should chat at least every six months like this. Your smiles and the topics both indicate a good spark.

[@gmv0553]

I enjoy seeing you and John together!

[@Alexzw92]

I first saw Sandy on Autoline back in 2019. Been watching both of you guys ever since. Wow so much has happened since then

[@Boonedocks]

so good to se John McElroy finally understanding what he fought ferociously just several years ago. Everyone knew what was happening and John and others like Bob Lutz were just too intrenched in the weeds to see the reality of EV's. So good to hear John admitting how wrong he was.

[@georgehenry3384]

Love you both, a mountain of knowledge!!!

[@pnketia]

Two knowledgeable and well respected guys in the auto industry! I've been watching John back when he did Autoline Detroit on my local PBS channel and it was one of his shows where Sandy appeared on that I started following Sandy. I learned so much from both of these men about the auto industry that it helped me in my investment decisions when it came to auto stocks and third tier suppliers. Thank you both.

[@ecospider5]

Nice to see John McElroy finally on the EV train. Now that he’s not talking about every reason he thought EV’s wouldn’t work he has a lot of great input. He definitely has a huge knowledge base on the car industry. Great conversation guys. 👏😄👏

[@robfelts8076]

I learned more about the auto industry in the last 49 minutes than in the past 49 days. Make this a weekly update!

[@randallsmith7885]

Quite a contrast to the days when McElroy interviewed Bob Lutz who was throwing shade on EV’s.

[@MrCPPG]

Bob Lutz is a putz.

[@longmuskox4194]

I'm sure John still does, in back rooms with Bob smoking a fat cigar with a smug look.

[@Zaerki]

John's a great guy to talk to if you want to know about the past or present. The future.... well he did say in this interview that the gen 6 engine was a good investment. So there's that

[@eugeniustheodidactus8890]

*Epic conversation!* When I heard Sandy for the first time on Autonline talking about the i3 then the Model3, my head nearly exploded ! Great to see John on your channel.

[@officialyasir]

Same!

[@MyUniversalUniversity]

I have respected John for the Past 6 months on the videos he has make about EV's and Tesla. He is a huge car guy who moved to EV because it made sense to him. Profits for Tesla, pushed him to being a Bull on EV's and Tesla!!!!!

[@thdjjfsfh]

I love listening to the different perspectives between John and Sandy.

[@me1assassin]

Thank you Sandy and John. I wish you could teach the politicians. Remember when they could have debates, actual debates, respecting each others opinions while simply laying out theirs? Give us your ideas and thoughts, allow us to make our own determinations. Thanks again.

[@-LightningRod-]

Fascinating report, i really congratulate John McElroy for his insights and Bravery, ..the COURAGE and CONFIDENCE needed these days to simply tell the Truth from an Industry that simply sells accountants dreams. Quite frankly i have been waiting for a very long time it seems to hear MrMcElroy strongly endorse a better product with the added bonus of a brief plea for Ecological sanity.

[@danneil8778]

Thanks guys, great to hear your thoughts.

[@MunroLive]

Our pleasure!

[@henryD9363]

What an excellent, what an extraordinary discussion this is! Consider yourself privileged to be in the room to listen to these two fellows talk. My goodness, the automobile industry is going through the same trauma and drama that the railroad industry went through with the conversion of steam to diesel electric occurred. But more so. And faster. And it affects more people. Such a pleasure to listen here

[@tonygreen8221]

These two have a great rapport. I’d like to see them catch up for something like this once every six months. Very entertaining and informative. Thanks.

[@petemarfatia8725]

Listening to John is pure logic, knowledge and experience (along with Sandy of course). Autoline is my daily auto news. Thank you Guys!

[@arthurwagar88]

That was a great conflab. Informative and intertwining. Thanks.

[@agustinbcu]

Two great KZbin Show in one. Love every minute.

[@bobwallace9753]

Dietz's mistakes was to tell the power structure at VW that it was very important to move to EVs right away. VW killed the messenger.

[@rogerstarkey5390]

Herbert "tried an Elon".... If I say we need it in 2 years and we make it in 5 years.... That's ok" But, there wer 3 problems. 1) 5 years was too long, . 2)HE wasn't (really) in charge. . 3) Essentially "EV deniers" were, or had sufficient power to say "8 years". . History will be kinder to him than them.

[@brettmciver432]

Yup it wasn't a mistake on his part saying what needed to happen its the dumbasses at VW that fired him that made the mistakes.

[@Derpy1969]

I remember when John was anti-EV. Nice to see him come around from the dark side.

[@stanmacdonald1073]

Sandy and John, great show! That was informative, too the point and FUN!

[@MunroLive]

Glad you enjoyed it

[@HydrogenFuelTechnologies]

@@MunroLive "The only guys that I know of that are gonna have a chance to make HYDROGEN work is gonna be NIKOLA" Sandy Munro Nuff Said but will your Tesla cult followers even admit you said this??? Lol 😄 😆 🤣 "Long haul trucking makes a lot of sense with HYDROGEN" John McElroy

[@rmkep]

Excellent having all that experience and reality based information from Sandy and John. More great content from Munro.

[@zululeppard]

Both of you guys are amazingly knowledgeable and it is a pleasure to experience you discussing the auto industry.

[@bobwallace9753]

A large portion of that "40%" will come around. Economics will be a big driver. When it's cheaper to buy electric along with the lower opex will change their mind. And some will have to age out, while keeping their old ICEVs on the road. I'm old enough to remember the resistance to moving from radios to TVs, B&W TVs to color, slide rules to pocket calculators, typewriters and ledger books to desktops, landline to cell phones, film to digital. Resistance breaks down in a surprisingly short time.

[@casualcarl8460]

This needs to be a monthly or quarterly ongoing show!

[@battousaihimura]

The McElroys' Autoline Channel is very under-rated and deserves far more susbscribers. Real news/opinions from people of the Soil of Detroit and Automotive World with a Global Outlook.

[@johnreese3762]

The two big guns of the auto world! Super video/info, I really enjoyed it! Thanks!!!

[@jeffwookey3151]

Would you guys consider doing this bi weekly or something? I really enjoyed this peak into the auto world and old friends enjoying their discussion.

[@antoinepageau8336]

If anyone wonders what passion at work looks like, this video is a perfect example.

[@emailrobertbm]

So much fun watching passionate smart men of integrity talk about anything. EVs? Just a bonus

[@michelmasse6225]

Profitable platform vs style. I own a 2020 Tesla Y performance with FSD and still having fun with the regular updates for FSD and Infotainment. It’s not the nicest vehicle I’ve owned. I loved my 2 previous Audi S5 Cabs but how can I beat 3.7secs for trills. I do miss my rag top 😢 but I appreciate the extra space. One screen and a few buttons on the steering wheel and there you go. I’m also a “mature” individual but always was an early adopter and 1st year models. Great job guys!

[@geraltofrivian516]

Great to see it! More of these these videos please!

[@nickmcconnell1291]

John hit the nail on the head…. the OEMs came out with junk cars in their first round because they lacked vision. Knowing that govts we’re going to require EVs they should have clean sheeted their EVs but they didn’t think that far ahead…. always wanting to do the minimum. The only thing OEMs are really good at is reactive policies. Their management, after the passing of their founders, has always been reactive NOT proactive. This is going to be seen by historians as the central reason for their ultimate downfall.

[@rogerstarkey5390]

Essentially, they were LATE (5+ years) and tried to do it CHEAP.

[@bobwallace9753]

Kodak.

[@greggrant4614]

@@bobwallace9753 Kodak, Xerox, Nokia, etc.

[@normt430]

The battery tech hasn't match ICE on costs until recently.

[@longmuskox4194]

Turning around a massive corporation is like an ocean liner. The captains want to slowly swerve from icebergs at best. They did it to themselves, knowingly, and carelessly hoping the whole time!

[@Ridingforsanity]

Autoline after hours was my introduction to Sandy Munro. His presentation of the business case for the Cybertruck convinced me Tesla was going places. I give you both my highest and sincere praise. You are both my most trusted and smartest voices of the auto industry.

[@normt430]

These two are still here and no CT!

[@Mrbfgray]

My only experience with golf was working at a course as a kid, ALL the carts were electric. (driving them was great fun as a 12 yr old)

[@_PatrickO]

A golf course by me did a Halloween haunted house and it was all electric golf carts 20 years ago. Parents weren't supposed to, but a lot of young kids got to drive sitting on their parent's laps. It is crazy to think it took so long for people to connect the dots and realize golf courses were ahead of the curve. They quickly learned electric was way better and more reliable.

[@ChickyRx]

I love when Cory is not around and Sandy is SANDY !!!

[@terrestrialcreature7481]

Cory is there to keep Sandy under control lol The world just isnt ready for an unchained Sandy Munro

[@paintedpony2935]

Sandy is SANDY. Cory has no day over Sandy.

[@johnm.fieldcet2536]

Awesome Sandy & John ! I was at GM For almost 25yrs. Mary....are you awake ? And listening. These guys get it. You don't. Pour strong Coffee and wake UP B4 another brand name disappears.

[@skipwoodson]

I love you two guys together. Great Show!

[@pablopicaro7649]

Thanks for the interesting interview

[@MunroLive]

Our pleasure!

[@crislabossiere6234]

Two of my favourites in the auto industry. Down to earth and fluent in all the tech.

[@tbone9405]

Thanks for great discussions, please get John more often! Great show!

[@mpersad]

Fascinating insights from two gents who know their stuff! Terrific video, very informative.

[@aknsd2009]

Very informative, well done, and thank you. Getting a perspective on where the auto industry is at and going to from experts at no cost is a great deal.

[@jorgerobles628]

Nice to see these two guys together!!! That is a LOT of Knowledge and Experience in the same place!!!! What I would like to ask them is this- Why is it so difficult to design an EV when the basic recipe is in the Tesla models, and most of the patents and ideas from Tesla that are making Tesla so big a hit are already in the Public Domain?

[@keenansmith1318]

Sandy I’ve watched you since you referred to this program as the “KZbin” and John interviewed you on autoline just know your viewers could watch you for another hour cause the content is good and honest!

[@mike168168]

It’s great to listen to these folks that know their stuff around cars!

[@Darenjanes]

Loved the chat guys. Appreciate what you do. You two have good chemistry.

[@michaelbarrett7803]

I am from England, (and live hear) and watch USA media and content broadcasted from the USA/You Tube etc, (with a small 5% of the worlds populations, USA 333 million people), the USA with its ongoing “sound bite/sales pitch” on trivial subjects. However, listing to Munro, it gives me very good feeling to listen to, two very mature men, talk and speak about a subject with both great knowledge & understanding on how both a car market & a mature business world is about to change. Please Keep up this great work, in that you are informing us all about & the changes that are about to happen, and why!!

[@newscoulomb3705]

33:14 An interesting number that not a lot of people are talking about is the fact that GM produced nearly 8,200 Cadillac LYRIQ at Spring Hill during 2022. The fact that only 122 made it into customer hands that year means that something other than production capacity was holding up deliveries. Someone who claimed to work on the LYRIQ at GM told me that a couple of things related to unfinished software/features were holding up delivery to customers.

[@martinbarend5814]

What a wealth of knowledge is sitting at the table. Not only technology but also history, market developments, and strategic choices for America. It's a pleasure to listen to. My heroes.

[@rwhirsch]

Sandy, that was brilliant...having you 2 guys hash it out gives us a fuller perspective.

[@JeffWinter1]

I found Sandy through watching John's channel and enjoy both immensely so this is gold for me. Thank you.👍🇨🇦

[@nelsongilbert1695]

Great to see Sandy and John share their wisdom. PHEV users who rarely engage the ICE unit will "at least" have to buy non-ethanol fuel and stabilizers similar to the marine and small engine industries. Ethanol phase separates over time resulting in fuel system failure. Gasoline has a shelf life and eventually must be drained from the tank and system.

[@normt430]

PHEV engines will run a maximum of 6-months just to circulation the oil and keep gaskets conditioned. The gasoline needs pushed through engine every 3-months maximim.

[@MrMrrx110]

You guys are great! I watch you both!

[@kaseyc5078]

John is a super knowledgeable person. Great chat

[@266aekdb]

Great conversation. More of this please!

[@SomeTechGuy666]

Fantastic discussion. So nice to hear unrehearsed, unbiased discussion rather than the formulated drivel once gets from traditional press. Excellent work.

[@ChicagoBob123]

That was a great back and forth. Lots of inside info from two guys that know.

[@nilomaia4851]

No words to describe! Just lots of high-livel-high-content exchanges straigh. Thank you both!

[@MunroLive]

Our pleasure!

[@billybobbob3003]

@@MunroLive huge difference between china and japan dipshits, japan wasnt our enemy after ww2...china is our current mother fucking enemy just like japan used to be pre ww2 you stupid fuck, plus tesla's charging network sucks i live in one of the most heavily populated area's of virginia and there is only one charging station in the entire city and it's @ the fucking mall lol what a joke electric vehicles are a fucking joke they are heavier and wear tires faster shittier for offroad because high centered less open spots under the vehicle for rock or something to go in they wear down our roads more and we can hardly keep them maintained now muchless millions and millions of ev's the power grid cant handle millions and millions of ev's plugged in either they cant tow for shit they lose range just sitting in heat or cold unlike gasoline, charging times are dogshit they're a major fire hazzard you cant just fill them up with a can of electricity whats cheaper gas can/grabbing acouple gallons or thousand dollar portable battery pack that would take 60 hours to give it 2 % juice lol if you run out. they will be monetized pieces of shit the whole things terrible besides electric vehicles are out of date technology compared to ice vehicles, 1835 vs 1863, the design of electric vehicles trash also they are adding way too many things that are going to fail on them even somerthing as simple as charging port door or door handles its all one laughable joke besides all the stuff used to make batteries are finite resources just like gasoline and even more destructive to habitats. Besides they're a bitch to even tow the fuckers if you break down lol FUCK YOUR GODDAMN POWER WHEELS SOUND ABOUT RIGHT?

[@eddiegardner8232]

Excellent and entertaining discussion from two of the industry's best informed experts.

[@nycameleon]

Excellent chat! so many great points.

[@MunroLive]

Thanks for listening

[@johnkinsfather6369]

Very fun, enjoyable , thought provoking show, do more..

[@dporrasxtremeLS3]

YOU Guys are the Hipest Guys on KZbin Bar None!!! The BEST! Thanks for this show! I think of the Plaid Test drive you showed us! So Interesting and Fun!

[@A.Deveneaux]

Two very brilliant people in their own rights and the best in the automotive industry coming together-great discussion on the future of the automotive industry.

[@thenetworkarchitectchannel]

Thx for the vid. I enjoyed watching and listening to the commentary.

[@HolgerKuhrts]

Nice episode ! I still remember, when John was wondering about "who`s making money in this business ?", referring to the ev market. Obviously , he saw the light

[@RB-pi3jl]

John says he saw the light on EV's in 2019. I watch Autoline and Autoline After Hours and his recollection is several years earlier than my observation. And, his comment that legacy auto will finance their EV transition with ICE engine trucks won't age well in 3-5 years as their sales collapse and they lose vast amounts of money.

[@Chris-cq3by]

Great conversation, you two should start a podcast!

[@rich8669]

Love this. Need more of this!

[@jamesengland7461]

I thoroughly enjoyed this!

[@tuffitout2568]

Awesome ---> Two giants of the automotive world. 👍👍

[@Mike-pn3eg]

Finally John talks to someone in the auto industry with some brains…

[@hugoandrade1885]

Like Always both are great fountain of knowledge, don’t understand why their not in the payroll of these car companies they could learn so much from them.

[@jcflippen1552]

Excellent show. Nice to see well produced 3 camera set up.

[@pandatactical4530]

What a wealth of knowledge such a great give and take conersation!

[@FutureAZA]

This was an absolute treat. Great stuff Sandy and John.

[@cassidybb10]

Loved this

[@williamsmith5462]

Please do this as a once a month episode. My favorite episode ever right here.

[@najibyarzerachic]

I love both of these guys. So relatable

[@garysilver718]

Great video, especially with Sue in it.

[@leeoldershaw956]

Great show!

[@robertmuntz799]

Great show.

[@MunroLive]

Thanks

[@dertythegrower]

Cheers. Thanks for sharing insights.