What if Elon Gets in the White House? - AAH 716

[@ant1finox111]

Learn from the Chinese? The Chinese are learning from Tesla. Learn from the best or pack it in. I expect that two or three legacy automakers will sign technology licensing agreements with Tesla sometime in the next 12 months.

[@ricktotty2283]

They have been getting lithium out of the ground for over 60 years in Arkansas. Although they were extracting some other mineral, and then pumping the lithium back into the ground with the saltwater brine. They also have oil, natural gas, silica and quartz among many others. GM has announced that they will be profitable in EV’s by the end of the year. This year.

[@205rider8]

Major part of the problem is lack of executive leadership and vision. Like GM cancelling the EV1. 😂

[@cdellbrumley]

These guys are the ones that watch and read the news and believe that its real.

[@Dowdyguy]

Whe I lived in Germany, the German co-workers would use the American F Y, because it sounds pithier than the German version..

[@omelborpon3159]

F yes

[@FrankOClark]

John, why don't legacy OEMs work with Tesla instead of China????

[@UrbanGuitarLegend]

The whole conversation is about "cars" - LOL... While NIO is a tech company that designs chips, software, cell phones, energy storage, batteries and lastly cars. But most people in the west only see the "cars"... I get it... sometimes you're standing so close to something you can't even see it for what it truly is... Volks "wagon" - the issue is in the name...

[@omelborpon3159]

EVs have 30% fewer parts, and require less labor to assemble. Some EV parts are currently more expensive, batteries in particular, but once economies of scale happen, and manufacturing techniques become more efficient, EVs will be cheaper to produce and sell. Chinese EV manufacturers have already discovered this. Currently domestic manufacturers are insisting upon building hybrids, which have the cost and complexity of both EVs and ICE vehicles; this is not a brilliant plan. Domestics may as well start planning that inevitable road trip to Oblivion now, and drive their in their own hybrids to get there. 再见

[@elvinthalund5193]

The subsidies is only being paied if the car car uses the US produced batteries. If the subsidies goes away go figure where they will buy the batteries? Yes, China!

[@boomerbits2297]

Sales for cybertruck are way below the two million reservations. Sooner or later those sales are going to diminish greatly. Its not a good indicator of Tesla sales

[@205rider8]

For every $5000 drop in price of a vehicle the addressable market doubles.

[@kasmstamps1897]

21:36 cobolt? LFP doesn't use cobolt. What does is use cobolt? Fossil fuels.

[@elvinthalund5193]

You talk about 2032 mandates for full EV and don't mention impact of autonomous cars and trucks. If Tesla is right then cost of transportation will drop radically and +90% will be EVs.

[@kasmstamps1897]

8:50 going to have to? VW has shut two already.

[@MarksElectricLife]

Who are you? And what have you done with the Autoline Team? Suddenly Tesla is doing everything right and EVs are the way of the future? And Legacy needs to wake up and smell the coffee ☕️? Blocking my ears. I can’t bear to hear this blasphemy 😮

[@elvinthalund5193]

Chinese companies are not very automated and can not compete with Tesla in the US labor market, so coping Chinese companies will not be enough to complete with Tesla in the US.

[@jdcarguy1242]

These guys are rattled. They should be.

[@CharliewatII]

This isn’t worth discussing.