The Reckoning: EVs, AVs & ICEs - AAH 706

TOPICS:
- What Happens if the EV Incentives End?
- Will GM Beat Tesla to Robotaxis-or Will Uber’s Approach Win?
- PHEVs Are Popular. PHEVs use ICE. Is Anyone Improving ICE?
PANEL:
Sam Abuelsamid, Guidehouse Insights
Stephanie Brinley, S&P Global
John Beltz Snyder, Autoblog
Gary Vasilash, shinymetalboxes.net
INSTAGRAM: / autolinenetwork
TWITTER: / autoline
FACEBOOK: / autolinenetwork
WEBSITE: www.autoline.tv

[@GG-si7fw]

Please get Tony Seba on as a guest. He can explain the tech disruption going on in the auto sector, EV, and then autonomous driving vehicles, better than anyone. He even has a model of disruption that is happened as the current business model is being disrupted now. The incumbents can't see the disruption happening and that is why they didn't mention Tesla.

[@cadude145]

There is no such thing as Tesla full self driving. Yet people have pad good money for a product that does not exist. I think the Fair Trade Commission should look into the situation and demand all money be returned to the people who were scammed. Then, if and when they actually develop such a product they can sell it.

[@Clint-stanley]

Excellent point. Legacy Auto and the hosts of this show need to read Tony's book, "Clean Disruption." The Chinese companies learned how to make better vehicles by observing Tesla. Tesla and Chinese cars will win the rest of the world. Legacy will collapse as market share dwindles. Legacy has to keep plants above 80%. Non-legacy EVs are already profitable and their market share is increasing.

[@erktrek]

@@cadude145 You are correct! It's now called Full Self Driving Supervised which anyone signing up and using it today should know and ideally have agreed to and understand the terms and conditions (and limitations!). Even at Level 2 automation it is pretty remarkable for a generalized "vision only" system but it remains to be seen if they can overcome the march of 9's and make it to Level 4.

[@gregb7353]

@@cadude145 1. What does FSD have to do with the parent comment? This is Waymo and Cruise and a few others being discussed, not FSD. Tesla hasn't even launched their commercial service yet. 2. You just disagree with what they named FSD, it's not illegal or anything to investigate.

[@ethanwelner1230]

They got burned by sandy, they don't want another crank on the show.

[@tenzinpassang4812]

Bruh, the janitor at Comma AI, who doesn't even speak a lick of English, will have more contribution to this topic then these guys. Can you bring in any neural network background to have this discussion at the least to ask the Guidehouse guy as to why they have Tesla listed last on the autonomous leaderboard and why they don't even have Comma AI in their radar? This is damn near comical. Also, does to hurt to look up Tesla FSD videos (good/bad) on youtube to do a little research. This is worse than Blackberry accounting department talking about the future of iphone.

[@fuelon]

I agree that he should have Comma on there but fake self driving is exactly where it deserves to be on his list 😂

[@ethanwelner1230]

Tesla doesn't sell autonomous tech it sells an over hyped drive assist and its currently substantially less capable than either cruise or waymo for actual autonomy. It can't even handle single lane two way streets without failing the second it sees another vehicle.

[@sumyunguy7942]

The intentional avoidance of any discussion regarding Tesla shows the influence of the advertisers behind this episode Tesla should be the centre of discussion, considering it is leading the EV industry in all aspects DISCUSSED

[@mstanitzek]

I may have missed it, but is there a reason why Tesla has not been mentioned? If you haven’t drove or experienced assisted full self driving, do a self service demo drive. Tesla has software, data, and a clear business model/plan. Don’t miss reveal 10/10.

[@user-tx9zg5mz5p]

😂

[@JT_771]

They either go by who is already doing rides and/or who some research group says is in the lead in this space (who themselves are going by who has current offerings) and they can't get themselves to see beyond that. A little sad.

[@Brad-sb1dk]

This reflects the larger issue of legacy auto and the big 3 supplier base being out of touch with the state and pace of technological innovation and introduction.

[@bobbbobb4663]

12.5.1 can’t even recognize much less obey a Left Turn Prohibited sign. The idea of a RoboTaxi is absurd.

[@andrewsaint6581]

Like touchy, feely, fragile, expensive glass phones with a fifth of the battery life of a Nokia 3310. They'll never catch on​@@bobbbobb4663

[@davidbeppler3032]

In 2019 17 million new cars were sold in America. In 2023 15.5 million new cars were sold in America. In 2030 I expect 10 million new cars to be sold in America. Tesla Cab will remove millions of cars from the road. Imagine paying just $0.25/mile to have a car drive you to work every day. Imagine no more insurance payments, car payments, fuel payments, parking, tax, tax, tax. The average driver in the USA could save as much as $400/mth. What would you do with $5k more money a year? This will not work for everyone, but it will work for most people.

[@JohnH1]

You are as delusional if you think Musk will deliver on the Tesla based Robo Taxi. FSD is fake the 25K (new) Tesla is fake as are his promises of a sports car or the mass produced semi.

[@Bryan46162]

Even Elon admits that Robotaxis WON'T PULL CARS OFF THE ROAD. If anything they will make traffic worse because their natural pool of riders to pull from is the bus, or micro-mobility riders.

[@davidbeppler3032]

@@Bryan46162 Let me get this straight.... If 50 people do not buy cars, then there will be more cars on the road? If you can get $0.25/mile at 8 am but it costs $0.30/mile at 8:15 then more people will wait for the price to go up? Plz explain your thoughts.

[@ethanwelner1230]

The tesla autonomous cab will never exist. It's a fiction meant to keep the pump going on the stock. That fact is visible from space with the naked eye. Its absurd that the cultists are still pretending its real after they delayed it yet again and have never shown a shred of evidence its even being worked on. FSD isn't even remotely close to being capable of full autonomy and driverless cars are straight up illegal on 99% of the roads on earth anyway and that's not changing any time soon, let alone by 2030.

[@sergiomessina2037]

When John is away, Gary runs a different show. Atleast John brings the conversion back to reality. This is why OEMs & Detroit keeps its head in the sand. They deserve being beaten at their own game by the impending Chinese wave. You'd think after the 2007 bailout they would learn and adapt to changing market conditions. Hate to say this but they deserve to fail...

[@JT_771]

An interesting conversation. And I get that groups like Tesla don't fit into everyone's spreadsheet because they aren't currently offering rides, do things differently, etc ... but for these guys that are supposedly in this space to act like they aren't there is kinda telling. Not saying they should just claim Tesla is even in the lead, though one could certainly argue it. But they're certainly a player to be aware of & such should be clear to everyone. Excited to see this space over the next several years.

[@johnbaker5533]

I have only just started watching 5 mins in. Do they really never mention Tesla. WTF?

[@Bryan46162]

@@johnbaker5533 Elon is mentioned 8 minutes in.

[@user-nq4ro7ey5g]

It's so rude and backwards that Gary cannot be bothered to get Sam's last name right and then openly boast about it.

[@nathanahubbard1975]

Well, Autoline After Hours was originally a very informal discussion between people that report about the industry. Sadly, it's become more and more generic over the years and isn't nearly as interesting as it used to be. If you're offended by Gary mispronouncing the name of a guy he probably knows pretty well, you'd better not listen to the shows from 10+ years ago, back when it was good.

[@1ag18]

Wow I thought the comments were being too mean but this is really a pointless conversation with people who have no idea of the technology

[@davidbeppler3032]

Dealerships are buying Hybrids in record numbers. Not consumers, Dealerships. Some consumers are being conned, but most already know Hybrids are trash. This will be evident in about 2 years, maybe 3. When dealerships are unable to sell them and the resale value of them is less than crushing them at a junk yard. Repair bills on a Hybrid are 2x that of an ICE! That tiny battery in Hybrids? Yea it is designed to last about 4 years. Some last far longer but those are not in high mileage vehicles. I know a guy with a Leaf that loves his car. Had it 10 years with no issues. It has 47k miles on it.

[@ethanwelner1230]

@@davidbeppler3032 Whats it like to just make stuff up? Does it feel good?

[@LionheartLivin]

I want to thank you guys, sincerely. (Perhaps to some extent with the exception of John) Thank you guys for being part of the army of fudsters and part of the mass of people that do not do the deep and consistent research necessary to understand what the future holds. Your ignorance, narrow-mindedness, and sometimes willful ignorance (often due to fear of change and fear of truly using your imagination and long term thinking) allows massive, incredible opportunity for long term Tesla investors. Thank you guys again, thank you, Autoline.

[@enzymeXfactor]

This is like Nokia, Erricson, and Blackberry discussing the future of phones in 2006. This is what happens when the one guy on Autoline that openly discusses ‘the name they dare not mention’ goes on vacation. 😂

[@CSHarvey]

"they're still trying to figure out the business model because it will be going from an asset less model to an asset-heavy model." Tesla: hold my teslaquila. Also - value of a robotaxi isn't replacing long daily commutes, but providing first/last access to transit and neighborhood resources, making utilization of metro transit more effective. Light rail doesn't need to go everywhere if robotaxis can provide cheap effective access to regional transit.

[@kevtheobald]

It also seems like they are thinking $85,000 vehicles, not $30,000 like Tesla is gunning for. I also do not believe they understand how much cheaper an EV is to operate. I know my "fuel" bill went from $300 a month to $85 when I went from a 4 cylinder ICE to an EV. If Tesla knocks 70% of the cost out of buying and operating a taxi out, that makes the business model easier to make. When FSD was originally rolled out, some believed Tesla owners would go to work, and while they work, their Tesla would be driving around doing taxi jobs. Musk often spoke of how most vehicles sit around most of the day. Vision systems are much cheaper to produce, and if the tech evolves to work in 95% of conditions, it will be the end of radar systems of any kind for these type of vehicles.

[@user-tx9zg5mz5p]

😂

[@kevtheobald]

It is funny to not hear anyone mention that part of the key to the rapid change to EVs was building a $30,000 E V for North America. The costs of EVs are dropping fast, and those more affordable EVs at good size volume and selection should be here by 2027. That is when you will see the next jump in EV sales. In general, new vehicles are out of reach of working class buyers. We will see annual new vehicle sales be more than 50% EV before 2030 if builders finally deliver on just half of the under $35,000 models promised to us back in 2020. Public fast charging has been growing rapidly. There are more and more EV owners out there which should help crush much of the FUD being spread.

[@pspublic13]

That's a big IF. I don't see any manufacturer that interested in offering a sub-$30,000 EV. And if any manage to do so that are not a company from China, the dealers won't let them sell it without a massive upcharge.

[@dmpease01]

What a joke. They're going into a deep analysis of a business models that are going to be totally obsoleted and torn up starting on October 10.

[@Bryan46162]

Elon has been claiming for the past DECADE that real FSD is due out 'this year'. There's no way that they're hitting the Oct 10 'deadline'. In fact, they won't be having autonomous vehicles any time soon. Still years away... if ever with Elon busy transferring AI talent out of Tesla an into his private AI company.

[@Clint-stanley]

Legacy Auto and the hosts of this show need to read Tony's book, "Clean Disruption." The Chinese companies learned how to make better vehicles by observing Tesla. Tesla and Chinese cars will win the rest of the world. Legacy will collapse as market share dwindles. Legacy has to keep plants above 80%. Non-legacy EVs are already profitable and their market share is increasing.

[@rooah777]

...this is GOOFY. Can't mention Tesla... because they don't even have a chance? Autoline shame on you.

[@user-tx9zg5mz5p]

They don't 😂

[@mbeliv3763]

Autoshit Network at his best

[@user-tx9zg5mz5p]

👶😂

[@RWilliKiwi]

@@user-tx9zg5mz5pyou will be crying tears alright. Try to keep smiling .

[@user-tx9zg5mz5p]

@@RWilliKiwi 🤣

[@jimdetry9420]

I gave up on this. The whole panel should be embarassed after showing how clueless they are.

[@davidbeppler3032]

The comments are smarter than the panel.

[@craigweems]

I have a good memory of the Scout and not a fond memory, which includes a limited powertrain and poor assembly quality. Those shopping in this vehicle often placed it at the bottom of the list. There were rumors that the assembly plant suffered from UAW issues, which were an unusual issue to surface.

[@MikesCarInfo]

Over an hour of talking about autonomous vehicles and EVs and Tesla was not mentioned once.

[@Bryan46162]

Go to the 8 minute mark. They mention Elon and how he's doing things.

[@MikesCarInfo]

@@Bryan46162 She said the word "Musk" in passing. No substance. Tesla was not mentioned once.

[@gregb7353]

Tesla hasn't presented their plan yet. Seems reasonable to not talk about someone that doesn't have a single mile of autonomous driving on the road yet even in testing. I'm not down on Tesla but it's hard to talk about something that hasn't launched yet. No, what they are doing with FSD isn't a commercial taxi operation or really even give you a sense how it will operate, only that they are serious about it eventually.

[@MikesCarInfo]

@@gregb7353 If the entire video was only about "commercial taxi operations" (it wasn't), then why was Ford, Nissan, Hyundai, VW, Rivian, ect. mentioned?

[@wt9653]

I almost got a message that this was sponsored by WeMo. 😮 I don't think WeMo will succeed if they depend on geofencing for autonomous driving. The car can't go everywhere if the roads are not documented or don't have road markers. What if I want to drive on the rural roads away from the city. Can it get on the freeways, rural highways, and unmarked dirt roads anywhere in the country?

[@turbokadett]

They keep bitching about the Mitsubishi i-MiEV but I'm driving a 2011 example around in 2024 and it's still going strong. No stupid subscription infotainment system, no touchscreens, just a nippy little city car that can fit an entire washing machine in packaging in the back with the seats down when needed and a range of 50 miles.

[@electrictroy2010]

I MISS the old studio with cars & awards & neon in the background. This new studio looks like 4 chairs in a room .

[@thumper1747]

Shame John wasn’t present, he would have redressed the dreadful bias demonstrated by his prejudiced co-presenter. How can you discuss the principles of autonomous transport and not include Tesla as a key protagonist?

[@BrunoHeggli-zp3nl]

Because Tesla has nothing!

[@BrunoHeggli-zp3nl]

Not even a Prototype!

[@darrylanddianneramsey9341]

I enjoy the counter programing to what you hear coming out of silicon valley. Some exciting stuff on the way. Battery prices currently falling two percent per month. Good luck guys.

[@jed2049]

No discussion of FSD is equivalent of holding EV summit and not inviting Tesla. You built that, Mary !!!!

[@daves1646]

Honda / Nissan collaboration vs owning? Toyota owns a 20% stake of Subaru and 5-6% of Mazda. So melding is happening with other Japan based auto manufacturers.

[@andrewsaint6581]

Will SAIC stay in Mexico or come into America? Did Japanese (Japcrap) in the 70's and 80's stay out even after the treatment of PoW's in WWII? What planet are these guys? The US is under a third of the global market. Only Tesla are winning the most American car by production. Everyone needs China

[@Clint-stanley]

Legacy builds vehicles the old way. New, Tesla and Chinese, are efficient quality products. They will slowly push out legacy. Legacies baggage will doom them if they don't recognize they need to improve.

[@cadude145]

I think that price for an EV is everything. I'm already 71 years if age and i will never own another ICE car. 19,000 people die each year because of vehicle pollution (harvard study). I have one of the polluters that is 13 years old but i can not afford a new American made EV. , or i would own one. I do have money diwn on the Aptera, if they ever actually build them. It is all about price, at least for me. I could possibly afford the Atto-3 if we had one here. And i could get this old body into one. But i live in the USA and they think the next thing is a self driving car instead of an affordable one. If the Chinese were here now BEV adoption would soar. This could also collapse the american automobile market. So not going to happen in my driving life time. So for now i put gas in my car and contribute to 19,000 more deaths this year.

[@kitgerhart8749]

Lack of home charging at my condo is why I don't have an EV.

[@richardpase2066]

Since this group chooses to ignore Tesla, they are totally irrelevant. I suggest they look for a new career. 🤔

[@JohnH1]

I would think they are only taking into consideration existing platforms not promises or delusions.

[@frankcoffey]

It's sort of a compliment that there is nothing to talk about, they have already made it.

[@JohnH1]

@@frankcoffey It's kinda not :))

[@vecamiolo]

Why do they hardly ever talk about Hyundai Ioniq 5? Or the 5 N which I own.

[@fuelon]

go s off Elon on his own shitty app 🤡😂

[@ZanethMedia]

The only reason people would care about autonomous driving is to take away the ability of autonomous people to move themselves around and instead be subject to the corporations and governments that own the vehicles instead of them.

[@lumtavon1952]

Highest warranty cost per unit must be GM , ford and Chrysler based on 100 year experience!! It took JPN/Korea 20 years and now Tesla+ china (like it or not) are learning even faster. Ask why, why why and how it could come so far, even after major support of the US government to avoid bankruptcy

[@Clint-stanley]

Earnings reports show legacy autos are already losing profits. How will they invest in future vehicles. Ignoring them and marketing ICE and PHEVs is ignoring the problem. They are doomed if they do not wake up.

[@rwgamer]

Bad audio - distortion. Only for some of the video fortunately.

[@robwalker4548]

The problem in the automotive market is prices. Even without EVs the rise of prices is a major factor in sales not just new cars but used cars too. Unlike used cars in the past the amount of tech and cost of repairs to keep them running are not like cars you once saw on the road years later. Between 1972 and 1984 I was only buying used cars from the late 50s and early 60s and they were still running when I sold them. Last pickup I sold in 2010 was an 1964 Chevy which I had for 26 years. First new car I bought was a Nissan in 84 and put 200,000+ miles on it. BTW I have an order for the Aperta which will be the most expensive new car I have ever bought. Now that I am retired it's solar should create on it's own charge for most of what I need and in 2027, unless I find something better at a good price, I am getting the Hybrid Marvick and assume these two will be the last cars I ever buy.

[@DominicDSouza]

Thinking about listening to the end but so unbelievable how they don't mention Tesla. Have any of them taken a 1 hour general drive in V 12.4 or 12.5?

[@erktrek]

The trouble with mentioning Tesla's FSDS system is it completely disrupts the narrative in favor of these kinds of automated systems and ruins the point of the video. The downside to NOT mentioning Tesla FSDS (even briefly) is the conversation misses an opportunity to compare/contrast approaches maybe providing some insights as to how a business could make a good profit in the Robo-Taxi space instead of coming to no conclusions other than it's difficult.

[@Bryan46162]

Tesla's FSD sucks. It's not close to autonomous. Heck, they can't even get their AI to run their windshield wipers correctly. Tesla FSD is still only level 2 at best ...and that's after 10 years of Elon telling buyers it's due out 'this year' Where it does shine is as a driver assistance system.

[@daves1646]

Wow. ICE affordable vehicles go away and that’s how cost parity happens? LMFO. Not only will cost parity happen, but Brands (EV AND ICE) will die b/c there won’t be enough units sold to support all the brands if with the affordable models go away.

[@muholovac1]

Guys if you’re using our Verne vehicle for the thumbnail you should at least mention it in the discussion ;)

[@AnarchyEnsues]

deadhead miles are solved by pooling customers into a single vehicle

[@user-to2rf1rj5v]

1:00:06 this is a silly statement when the #1 selling vehicle of any kind on the planet in 2023 was the Tesla Model Y.

[@johnkinsfather6369]

The title for the program has nothing to do with autonomous discussion

[@hankmoody7521]

Looking at legacy car groups, I’m not sure the sentiment on VW group is right. In Europe VW group lost 10-15% in sales compared to 2019 (ACEA data), but market competitors like Ford (-50%), Stellantis (-37%) or Renault (-30%) lost a lot more. VW shifted away from the MINI segment (e.g. VW Up) and reduced sales in the small as well as compact segment over the last three years. Their biggest issues probably were the excess BEV ambition by former CEO Diess as well as management issues within Audi (including Audi leading Cariad into the abyss). China sales are an Issue for VW, but even Chinese legacy brands like SAIC or FAW have problems holding onto their market share. VW and CEO Blume are doing probably the right thing to increase cooperation with local NEV leaders/suppliers. Learning from successful implemented programs by creating new JVs (Xpeng as well as Rivian (E/E) + Bosch/Mobileye (SAE level 2+/3) in the US and Europe) is probably the smart way to go. Looking inward and leaving the world market, like Ford is doing by scraping R&D centers in Europe, will not lead to a bright future.

[@Toto39758]

Ouch. I watch these a lot but no Tesla….I question the expertise of the panel in this new world…

[@urbanstrencan]

With Robotaxi really interested to se what Mate Rimac will bring with Verne autonomous car here in Europe in 2026. ❤❤❤

[@journeyman23]

wont get a meaningful discussion if you get auto insiders talking about autonomy. the reason why automotive big shots are not in autonomy is b/c they lack expertise. you have to talk to experts outside the market like Tony Seba, Tasha keeney from arkk.

[@frankcoffey]

Waymo is the best in AVs and have a chance to make them work well but that's not the issue. I think demand will be a tiny fraction of what's expected and the risks are unlimited. Those things will be a lawsuit magnet, I'm pretty sure some law firms have already created their ads. I can just hear it now "Were you hurt by a robot taxi? Call the tough smart lawyer!...."

[@johnkinsfather6369]

Let’s get to the program ev, ice not autonomous

[@ivandrusc8658]

Love the normal energy without John

[@Clint-stanley]

These people are out of touch with what is really happening. Legacy does not have any compelling vehicles. Tesla is in a lull as they make the Model Y refresh and the model 2. It will be over once they are around. Right now there is an Osbourne affect. Demand is down as they await the new vehicles.

[@Bryan46162]

Some legacy auto is in trouble. However, Tesla is also staring down real competition finally, in the form of Hyundai/KIA and BYD.

[@kitgerhart8749]

Tesla keeps making their vehicles even worse. The operator interface of 3 and Y was awful from the start, and now, they delete the turn signal stalk.

[@lumtavon1952]

Trustworthiness zero featuring a fake solution only. How much was the payout?? Or better worded : Who bribes you??????

[@mbeliv3763]

Autoshit Network at his best Tesla FSD is the futur

[@kitgerhart8749]

Tesla FSD is a joke. If it won't drive me from Florida to Indiana while I sleep, it is not full self driving.

[@mbeliv3763]

@@kitgerhart8749 So embarrassing to respond to some people Men do your class and stop foxing the real information

[@bardigan1]

Volvo is a Swedish brand that sells Chinese cars

[@lumtavon1952]

What's the cost of a waymo car??? Wait till alphabet sees the light.

[@BrunoHeggli-zp3nl]

There isnt much Money to make with robotaxis!

[@tomcockcroft9394]

Missing, the most likely winners Tesla, mobileye, Nvidia, comma ai and Wayve. Not waymo 😂😂😂

[@dmpease01]

How many Chinese car manufactures will build cars with the NACS connector?

[@user-tx9zg5mz5p]

None😂

[@enzymeXfactor]

NORTH AMERICAN Charging Standard (NACS) was sorely needed after Deiselgate and Electrify Nobody CCPCS? EUCS? Not sure if that’s an issue that needs to be solved

[@georgepelton5645]

I expect all that sell in North America will. Geely has already announced that Volvo and Polestar cars will switch to NACS. BYD hasn't announced anything AFAIK, but they are starting the process to sell in Canada.

[@lumtavon1952]

Sack the mediator called Gary. A total waste of everything! He brings down the channel, except for 50+ year Detroit blokes.

[@DishNetworkDealerNEO]

Another stupid conversation trying to hide the elephant in the room (Tesla)!

[@paulh-747]

No mention of Tesla, must be Democrats.

[@jacksouthern7929]

Without John, Gary takes this usually fair discussion to the Shit-Show Dumpster!! What a Joke for a show! Way below John’s standard of a real discussion. This would be like a discussion of smartphones with no mention of Apple because of your (Gary’s) self-serving brain-dead bias. In the future, if John is out, have John and regular team prepare the show. It takes a long time to build up a reputation and only a (Gary show or two) to destroy it. I will pass on future “Gary Only” shows.

[@chrisheath2637]

In a discussion about ANY form of truck, Is it wrong to mention the Tesla Cybertruck? This will decimate every other "truck" maker in the US, whether sports, utility, work, off-road, "cool", commercial, whatever. Apart from towing, this is simply a far more versatile and capable platform....

[@Bryan46162]

This is absolutely delusional. The CT will decimate the Model X market because it's objectively bad at truck utility. It's just a bigger SUV.

[@kitgerhart8749]

They're already piling up unsold.

[@lumtavon1952]

Is big oil sponsoring you??? Be objective and at minimum see Tesla fsd as a real option. Eliminate this old traditionalist and invite tony seba. Never buy a Bridgestone tyre ever again!!!!

[@Bryan46162]

Tesla FSD is not a real option. Elon has been promising that it would be ready every year now for the past 10 years. Yet it's still level 2. They still can't even get it to work in single file tunnels like the loop in Vegas.

[@lucaronchail4423]

Booring!!

[@karlInSanDiego]

To paraphrase James Carville, It's the battery prices, stupid. We cannot make cheap EVs unless consumers are willing to compromise on range significantly. Tesla ruined the field by setting consumers up with the expectation that they shouldn't accept an EV with less than 250 miles range (now 300 if you ask an EV buyer).

[@hair2050]

Boring. Thumbs down 👎

[@SueC56]

I'd like to see John try harder to learn to pronounce the last names of his guests. It feels disrespectful to act like he can't learn a "foreign" name. Otherwise, I enjoy the show.