Meet the Mobility Expert Who Quit His Job & Traveled the World - AAH 693
ฝัง
- เผยแพร่เมื่อ 1 พ.ค. 2024
- TOPICS:
- What in the world is going on with mobility?
- Is there a secret strategy at Tesla?
- Has the market spoken on EVs?
PANEL:
- Trevor Pawl, Fmr. Chief Mobility Officer
- Stephanie Brinley, S&P Global
- Craig Cole, EV Pulse
- Gary Vasilash, shinymetalboxes.net
INSTAGRAM: / autolinenetwork
TWITTER: / autoline
FACEBOOK: / autolinenetwork
WEBSITE: www.autoline.tv - ยานยนต์และพาหนะ
I wish we would start the conversation off with "what are you driving"
Exactly.
This is going to be a pretty funny episode to look at in 5 years.
even the most expensive ev on the market cannot get the highway range of the least expensive ice car in america the mitsubishi mirage and honestly and the most expensive ev's have crappier build quality than a mirage lol. $16,695 msrp. they are x10 more costly to repair and insure and maintain also.
@@billybobbob3003 It's a fallacy to think that some such range figure is a determining factor. If it were, there would be virtually no EV sales anywhere.
The build quality comment on EV vs ICE is nonsense. Drivetrain is no factor.
Most people care about cost. Cost for one is and will continue to trend downward. Cost of the other will continue to trend upward. People will transition for just for the $$.
@@JT_771 ev's will never be cost comparable to ice and they will always more more expensive to own and operate cost comparable ev's in china to the mirage/g4 arent even half as good as the mirage they're are electronic waste that belong in the city dump.
@@JT_771 ev's will never be cost comparable to ice and they will always more more expensive to own and operate cost comparable ev's in china to the mirage/g4 arent even half as good as the mirage they're are electronic waste that belong in the city dump.
@@JT_771 ev's will never be cost comparable to ice and they will always more more expensive to own and operate cost comparable ev's in china to the mirage/g4 arent even half as good as the mirage they're are electronic waste that belong in the city dump.
OEMs don’t want to admit they are incentivized to squash EV sales as they lose their biggest revenue center… maintenance. That combined with no profit margin on current EV sales makes it to where no one really wants to, or even can, sell a compelling EV for a profit and then don’t make any money on maintenance after selling it.
Excellent observation!
Wish Garry and John would realize not everyone wants to come on and bash Tesla and EVs and diverse ways of getting around.
This had alot of potential to be a very deep conversation. I can tell the tidbits Trevor did get to say and stuff his kid said are things I've thought about and stuff I hear at school. Yall need to get with it. Fr. Yall have a mobility vehicle as the backdrop for christ sakes.
Autoline Detroit already answered this conundrum. We've hit peak car. The car is unsustainable. They're fighting to be the one who sells the last full sized car. What a sad future for your industry.
Gary is running on 1990 time.
You appear to be missing two important factors:
Tesla, from their initial mission statement in 2006 intended to come out with increasingly cost effective models. Note that their margin has not fallen with their latest price cuts and that the technology has a long, long way to go to reduce cost of manufacture.
Also, when looking at scooter transportation, we neglect to consider the medical and disability costs due to an accident. Consider instead that same family traveling by robo-taxi for $0.50 per mile while breathing clean air and reduced noise. This is the affordability entry that Tesla is repositioning to address. Try out FSD version 12 before assuming that autonomous driving is in some distant future!
When Gary says you get more "Stuff" in a $50k car does he just mean buttons?
What more "stuff" does he mean?
I've got more functionality in my MG 4 than any car I've owned in >45 years driving.
In addition it's comfy, spacious, smooth, economical, quiet and quick. Very quick.
My back ache and range anxiety is less than the Toyota yaris hybrid I had doing 2800 imperial miles a month. (Edit: to timed appointments).
Ice car makers spend millions on quiet, smooth and quick. They are standard in an ev.
I heard 'more stuff' as cubic volume/capacity, vs fancy features/tech. Currently, a Kia EV9 is the least costly BEV SUV with the most room for stuff/activity gear. The Tesla MX & MY aero shape limit boxy/bulky cargo (2 bicycles, no wheels removed or large dog crates)
When Tesla announced 10% layoffs I asked people who work for BYD, GAC AION, and two of their suppliers what it means, is Tesla in trouble? Everybody had the same thoughts that even Tesla does it every year, this layoff is too big to be ignored. Something is up. From what I heard and read between the lines, they are a bit scared because the main reason must be that Tesla has figured out how to make cars faster and cheaper, and will lower their prices again. The strange thing was that they were planning to hire more workers to sell more cars, and that they were actually supply-constrained. In the ICE market, it is the opposite, some factories were already running below 30% capacity.
I think Tesla is getting rid of the worse performing workers and departments in order to go into hiring again. To increase performance without increasing employment.
I love how in “advantages of using an EV” nobody mention maintenance cost. Not only money, but time and stress. Oil changes, radiator flush, transmission fluid, water pump, gas pump, even brakes.
Trevor needs to come back. And Multi-Modal travel needs to be a focus going forward. We can’t be all private car owners. We need a variety of modes of transport.
I must admit I watch to see the penny drop for Gary.
No luck so far then.
Gary is diehard.
That was quite the dance around the basic thing which is 'stop burning stuff!' (and what other products do you tolerate in your life that operate at 20% efficiency (ICE vehicles)?
Gary you're still expecting an upside to electrifying mobility. Catch up. We don't have a choice to avoid decarbonizing.
loved every second of this episode. One host 3 guests goes very well when the guests are well matched. Would love to hear this quad do industry issues every month. John and Gary together can be a velvet inquisition - very high credibility, but not as much fun. Network structures matter for mobility. The interstate system is a grid - people can go in any direction. But transit systems are often radial they they should also be a grid. Rail technology can already automonously drive all railed vehicles. Combined with satellite communications, control centres, continuous power and battery power, rail lines can be a bare track with the only track-side equipment being that to operate points (track junctions). Bus public transport is a good case for Waymo style autonomous driving. Public transport is likely to become more competitive against private transport once drivers and guards are removed.
GM still needs to revive Saturn as an experimental brand but this time based around affordable EV's for the masses!
Sadly, Saturn was just a crappy car with, at the time, a novel sales model - just pay full price, no haggling. I had a friend who loved her Saturn not because of the car but because she just went in and bought it. I reminded her that you can do that with any brand/model of car, just pay full price. Just because Saturn didn't allow haggling on price didn't mean it was making less on cars, it just mean you felt better about buying a car. That is a good thing, but Saturn as an experiment for making cars, really did little in helping cars be better, but did help in coming up with a way for more dealerships to offer no haggle pricing so they too could make more money per car.
Love the plethora of perspectives! SoCalFreddy
I live just north of Detroit and I’m planning to go back to a ICE vehicle after my lease ends. The current public charging model sucks and manufacturers are allowed to not publish their EV vehicles charging curve at different temperatures or conditions. If I have known how much my charging performance would degrade I would’ve never leased it.
Been in the charging industry. The next wave and generation will be wireless charging. Tesla is right by stopping investments too much in this generation fast chargers.
I have recently heard from several family members who have been to dealers because they were interested in EV's. Dealers seem averse to selling their EVs. A Ford dealer insisted that the Mach E has a 200 mile range and the tone was negative. How much of dealer profits from service and maintenance, and parts, is affecting dealer interest in actually selling this technology?
Manufacturers want to sell EVs but dealers don't want to sell the cars they won't be working on regularly in the future because they need less in nearly every way.
How badly are dealers inhibiting sales due to this absolute conflict in profit models between OEM's and Dealers of those OEM's?
AV for the developed world, the rest of the world will have Tuk Tuks and Tricycabs and Two wheeled transportation, examples are India, population 1.4 Billion,Thailand ,Vietnam, Philippines- population 110million, Indonesia way over 200 million, ,not sure about Africa ,i think some trains and buses and bicycles there, this is what i saw from a 4 month trip to Asia.
Thai people ourselves doesn’t use Tuk Tuks. It’s mostly for tourist. But we certainly use lots of motorbike.
I love the Tesla bashing. All these people with their experience in building multi billion dollar companies can walk into Tesla and tell Tesla how to run their company much better. They'd probably come in and suggest a new V8 platform
Don't take a pilot to know that flying into a building is wrong. Don't take a chef to know burnt food is bad
@@Factoryseconds123 what was the best selling car globally last year?
Gary saying "Let's take Tesla out of the equation " seems like a bad way to debate ideas. Let us ignore the market leader in order to try to make myself seem right about this topic.
What people buy is ehat they buy. Trying to ignore a company because it does not help your point is garbage.
So accurate, thank you.
The 'entertainer' says EVs certainly have serious issues !!!???. My BYD has 600kms in the tank every morning, safe, under the roof, and with a lifetime waaay beyond mine. So what should I worry about.........or is it more important to keep both sides onside ??.
I would have hoped your guest saw that public transit and micromobilty including e-bikes are the practical solutions instead of our unsustainable transition from one type of personal car/truck/SUV to a slightly different but equally insustainable personal car/truck/SUV. We are arrogant to tell ourselves we deserve these things because we are rich enough to build and buy them. We need a reality check about actual zero carbon sustainable transportation looks like.
AMEN! Preach!!
Wow. If I ever wanted to watch all four of my grandparents talk about modern technology 😂 and relishing about the good old days
Pretty sure 75% of this group is younger than Musk.
@@ethanwelner1230you're 100% wrong
The best comment of the day.
I am 76 and a grand parent and an ev owner. @@donhemmings809
Agree no clear path to free market public charging. It is a money liding prospect. Municiple operation at cost is the best we'll do. Amd that's ignoring that the power in never physically sourced renewable energy.
The narrative that EV sales are slowing is just being fueled by OEMs who are realizing making quality EVs AND making a profit is almost impossible. Once interest rates come down it’s game over for almost all of them as Tesla will then have iterated to a point where the total quality of build, for a lesser price and a greater profit will have been achieved.
But Tesla is one of the ones with falling sales.
Correct. This industry is cyclic, much the same as all new tech adoption is cyclic. Interest rates are playing a big role as well.
Sadly Trevor is correct about community, but COVID/Crazy Shooters. etc. changed that. I'm 58 and still shun crowds.
This group was wayyyy better than the Software AHH.
Autonomous autos are much easier if they don’t have to deal with humans on the road.
Gary the dinosaur 🦕
His three year old asked those questions?
Does Gary own a EV?
You can lower prices alon cars long term because you have reduced costs so greatly. This has been Teslas publicly stated goal for more than 10 years. Where did you get these people?
I haven't figured out why all of this is an all or nothing for ICE and EVs (and hydrogen). Each type of car works for different uses and let's allow the industry to make cars for the different uses, not for how it is propelled. A long distance sales person, sorry, an EV probably just don't make sense until battery charging can be just a few minutes. Around town driving, EV's are perfect. Local deliveries, EVs are perfect. Hydrogen could fill the niche where EV and ICEs aren't great. And, as I recently heard, on Autoline, most of the energy, and carbon emission, produced by an ICE car is created when a car is starting from a stop, once they are moving, they emit very little carbon, Hybrids, while adding complexity to the build process, really make sense - EV to get the car going, ICE to give you the distance. I really don't understand the all or nothing approach. I know it can be expensive for manufacturers to build and maintain two types of engines, but why can't one company focus on meeting a specific need and do it well without having to change what it does because 'If all cars aren't an EV, then we have failed' thought process.
the two in the back for sure vote blue lol
You act as if Tesla is the only car segment that is demand challenged. Interest rates have hit all the car makers as Elon explained two quarters ago. Tesla and maybe BYD are the only EV manufacturers making a profit on their cars. Tesla’s car business in the future will be a rounding curve in comparison to the other parts of their business like energy and FSD and Robots! Legacy car companies on the other hand have to wind down ICE business at a great cost as they move to EV cars that they are far from making a profit on. Your Legacy guests have the same problem as the Legacy car companies have which is a failure to move forward with the times. The only businesses going straight DOWN in the future are Legacy car companies and all the Legacy talking heads that are reporting on them.
Yes autonomous driving programs thought it would be straight forward. They were deeply delusional and niave.
All this talk… it’s a no brainer that we are moving towards fully electric. Whether it’s 5 years or 15 it doesn’t matter. Look where we were 5 years ago and project out 5 years knowing it will scale much, much faster than the last 5, and the 5 after that will wrap it up. Any OEM not fully on board by then will be out of business or acquired. Just saved everyone an hour of listening to this.
"I don't know how you plan the next 24 months..." shows how ignorant she is on Tesla. Those who have followed Tesla know it is a very nimble company, especially given the size of it. Those who cover US legacy automotive need to understand GM and Ford move too slow. If they were in China only, they would go out of business before the end of 2025.
I want Ford and GM to survive, but they need major changes and I doubt their leadership can stomach the pain ahead to make those changes.
How useless is Craig Cole, just spouting nonsense at every question
He was right about one thing........ Elon Musk IS suffering from his own realisation that people are waking up to him and his Popular Mechanics and cultural war nonsense.
Is that the grown man with children's checkered sneakers on?
Gary has got to go. Good bye Autolie!
Autoline After Hours has really taken a dive in quality. Stephanie Brinley was your only good guest today. Trevor's discussion about his trip was interesting, but he and Craig Cole are far too biased to provide useful input. They couldn't even admit that EVs take longer to refuel than ICE vehicles.
You need to find better panelists who understand EVs and can be balanced in their analysis. Too many times, you have guests who have barely set for in an EV giving their "expert" opinion on them.
They certainly haven't been in a Tesla with FSD 12
Not China and India ?
It’s unbelievable how uninformed you and your guest are on EV information. Example: Gary, the day after Elon’s visit to China FSD was rolling out in China. THE NEXT DAY! Not when we land on Mars as you inferred. Please get informed before you spew disinformation to all your viewers. EV’s are still growing worldwide at a healthy rate. IMO 80% of you and your panel’s comments on EV’s was exaggerated to the negative side. Loved your show in the past but it’s fairness and accuracy is going downhill fast!!
Gary saying you get more with ICE $50,000 versus EV $50,000 shows a serious lack of knowledge. Sad.
You get thousands of gas stations versus a slow, now dilapidating SlowCharger network!
@@bobbbobb4663 Most people charge at home. It is somewhere around 97%. You cannot refuel at home without buying gas cans or having a fueling rig swing by.
The guest saying people need to learn what they really need for range versus the FUD spread by ignorance and people who fear change.
@@kevtheobald Nobody wants to get stuck at a SlowCharger behind a line of non Tesla’s!
@@bobbbobb4663 Nobody is at the moment, so quit stressing over what has not been happening.
@@bobbbobb4663 If 97% of the time you charge my home, that takes ten seconds to plug-in each night. Beats the hell out of going to a gas station and is cheaper. I am nearly one year with my EV and just on refueling versus recharging, I am saving 70% in cost and no oil changes.
Tell me you are a liberal without telling me you are liberal. TDS much?
Just wait till the young guys kids start hockey, dance, band, and need to be driven all around town ( every single day). American life reality will clash with his tuk-tuk fantasy
Strange 😮climate change happening on all planets 🪐
EV guy is protective of ev's.. yet the most useless... and covers up significant ev charging issues...
I do 2800 miles a month to timed appointments.
I start full from home.
If I go a long way I will need a coffee and a wee.
That time is also charging the car so overall no loss.
In ice for last 45 years I've had to stop for coffee and toilet go back to the car move it stop for fuel, queue to pay.
This is the reality for people who live it.
Folk watching from the sidelines don't see.
I've also been in queues for hours in ice. Or had CFFPP issues with diesel.
You managed. What else can you do when there's an oil price spike or another war in middle east.
Edit, or tanker driver shortage (UK recently)
🥱 snooze fest