Legacy auto know how to build cars. Legacy auto knows how to move metal. Any day now Legacy auto will start out producing Tesla and Tesla will go bankrupt. That message is on repeat in Mary Barra's head.

Actually, you can take a fishmonger's wheelbarrow, stick a battery in it, and still look better than a Tesla Also, you don't have to deal with a CEO who went down the rabbit hole

Reuters has like a 100% hit rate, Tesbots just don't like being exposed.

@@ShumaBotlol, please provide some examples.

Not sure I agree with your assertion here. What tech aren’t they understanding? They seem to understand high level business and tech implications in the automotive business and have the chops to connect it all and try to predict what should / will happen.

@@fuelon they lie their asses off on a regular basis.

@@richardfolden3860 Model 2 being cancelled.

I get em every few months

No way did bro say that. lol 😂

The 2 guests seemingly get all their "facts" about Tesla from CNBS. They don't have a glue about what is happening at Tesla. Both of these "experts" will look extremely stupid on August 9.

dude, these guests were beyond lame. Agree 100% Clueless.

I am glad that I am not the only one scratching my head and thinking what??? The driver must make enough to live on, with or without a rider. So the time he spends without a passenger is aggregated across all riders. That does not really exist with a robotaxi. Each car can spend more time on the road at a lower cost. Two hours a day cleaning, and charging, then back to work.

Even at just $0.25/mile Tesla Robotaxi can make up too $100k in 3 years of service. Tesla can sell the car for a point of sale $5.5k profit. Tesla can Robotaxi the car for 3 years for a $100k profit. Math seems pretty simple to me.

​@@davidbeppler3032 So your tesla is averaging 400 thousand miles in 3 years..? That's impressive considering its multiple times farther than taxis go on average. And you barely turned a profit after 3 years and 400 thousand miles ignoring crashes and maintenance and your own time spent. Also, do you own a taxi app? How are people finding your car? Hope you have a private charging station for it, good luck though after Elon canned the charging department. Also, your tesla can't because that isn't legal anywhere. The robotaxi is _clearly_ an effort to prevent the stock from hemorrhaging. They will have nothing to show for it, it will take years and years for regulatory hurdles to be passed to allow this tech to be even allowable, and tesla isn't making the forms of vehicles where it would make sense (busses and the semi). Tesla isn't even _trying_ to make it legal right now, which is a real red flag.

@@ethanwelner1230 I love this comment. Where do I start. I guess the beginning. Buckle up sunshine. A robotaxi could average more than a million miles in just 3 years. No driver, no sleep. Charging is quick. How many miles can a car drive if it drives 45mph just 20 hours a day? Do the math yourself. Yes, barely a profit. $0.25/mile. Assume half the miles are paid for. Again do the math yourself. Ah yes. The impossible Taxi App! How could a silicon valley AI startup ever handle such an impossible task?! Yes, crashes happen. Far less in a Tesla, but they happen. Happened to me. Hit at 85mph in the B pillar. I am fine thanks for asking. Safest cars on the road. Amazing. And maintenance? What maintenance? Replacing the windshield washer fluid, rotating the tires and changing the tires? Do you mean cleaning the car? I bet we have people who detail cars in every city today. Wanna bet that they would love more business? Oh.. private charging? Um... did you know that in every city Tesla superchargers are severally underutilized? Sure for 20 min on a cold day they were packed with uneducated Uber drivers. Smart Tesla owners had no problem charging, but the news did not report that because it would show that the problem is a people problem, not a Tesla problem. Please tell me what Federal law is stopping Driverless cars. Yes, Elon the guy with more than $100 billion cares about the short term stock price. Everyone can tell the Model Y was just a stock pump. Vaporware! lmao Again, what Federal law makes Driverless cars illegal? You keep saying that, but the way laws work in America everything is legal until they pass a law making it illegal. Bureaucracy is slow. Robotaxi will be on the road and saving lives for decades before laws could be passed against it. Tesla is even doing it's own insurance. Cars legally must be insured to be on the road. That law was handled by Tesla quite a long time ago. Granted it is not in all 50 states, but the ground work has already been done, making it easier for when Robotaxi is in every city. Class dismissed. You owe me $50.

The guest actually said, you can't have 100k cars on the roads in Detroit. DAFUK? Did anyone tell the people of Detroit that?!

I just loved the dude who did all of this infallible research and swore there wasn't demand for even 40,000 EV pickups/yr. 😳 That guy is a laughing stock. I bet his excuses are epic.

10000%

I’m with you but I find it interesting to see how backwards many of the guests are on this show. It explains why legacy auto and « Detroit think » is so far behind. These guys are consulting the OEM ‘s!

That's the theory, and investment has fled the space because turning the theory into reality turned out to be too hard to pull off and the regulatory environment means that even if you succeed (which no one got even close to) you still fail. Tesla FSD isn't even remotely close to being a practical robotaxi and Waymo has yet to scale out of hyper simple gridded cities that never get inclement weather.

Yeah, Uber is done.

Tesla can offer rides in Robotaxi for just $0.25/mile and make up too $100k profit in 3 years of service. That is not revenue, that is profit.

Exactly. For someone in the “auto” industry, how can you not understand the huge transformation of FSD? It will allow robotaxis and families with multiple vehicles to simplify to 1-2 vehicles.

I bet John has. He's way more informed than he lets on in these videos. He lets his guests speak , but he knows more than all of them.

​@@btrts6431I would be okay if they didn't agree that FSD was going to be transformative or that they don't agree with the potential revenues. What really bugs me is when industry "experts" speak with such authority and conviction without ever having tried or tested the technology. For anyone familiar with FSD, It's very easy to spot those who a) never tried it or b) have tried it, but are intentionally passing along misinformation.

@@BTC_Minarchist Agree. And when you take that new person for an FSD ride, you get to witness that a-ha moment on their face.

FSD v12 isn't level 5, or even particularly close.

dude, so true.

You have bitcoin in your name, i don't think you are very good at determining what is sketchy.

@@ShumaBot you have bot in your name and are wearing a face diaper.

@@richardfolden3860 Ohhhh, good comeback. Wanna fite me behind school after class?

That makes them about as qualified to run Tesla as Elon.

Is he the guy who lies the dark blue shirt ?

We're glad you enjoyed the show and thanks for the support. 👍

And it’s a total catch-22. Unless the tech RUNS and is FORCED to advance rapidly, it will take even longer to reach true feasibility to run WITH non-AV transportation and pedestrians / other non-predictable obstacles.

Luckily we have Tesla to help push the legacy auto into doing more. China tariffs will not stop the Tesla onslot.

Robotaxis couldn’t and shouldn’t replace all forms of transportation. It will allow families and businesses to have fewer vehicles. The current one person/one vehicle system we have now is the worst. Just imagine not needing the real estate of 70% of the inner city parking garages.

You make some good points, then make a broad and unsupported assumption at the end.

@@btrts6431 Sure. But when kids can just 'drive themselves' to school, and people can eat/sleep/work on the commute, after which the car might be used to send goods/packages around the city, won't occupancy rates go down to maybe even less than one? Not sure it matters who owns which car, the 'equilibrium of inconvenience' aka trading congestion/time for convenience will stay the same.

@@BTC_Minarchist Not an assumption: see Forbes article: 'Lifetime Cost Of Small Car $689,000; Society Subsidizes This Ownership With $275,000'. Big German study.

@@nickfosterxx "there is no problem to which Robotaxis are the optimal solution" No problem? None? That's the assumption I was referring to.

So, why didn't NHTSA test GM cruise cars before they killed people?

Your vehicle is ten years old maybe just replace it, problem solved. I replaced a vehicle once just to have a heated steering wheel.

Zipcar is already a company and hasn't solved issues of car ownership or congestion. Also, no tesla that doesn't at least hw3 autonomous hardware is remotely capable of robo taxi and the number of registered Teslas in the US is about 1.5mil, not 3. Those are privately owned, and they aren't in detroit.

@@ethanwelner1230 When did Tesla stop producing cars? Also when did Detroit consist of all the roads in America? On another note. If you owned a Taxi, and were a taxi driver, it would also be privately owned. You don't have to drive it for work, but you do. I see you splitting hairs, but when you are bald, it does not work as well. Please come back with an intelligent comment.

Count yourself lucky

@@lighthousesaunders7242 every day

Sandy was already on Autoline.

I don't think anyone wants one of sandys unhinged rants at this point. That man is not well.

@@michaeloreilly657 i know, he and John seem to know each other pretty well. Would have been an interestingly different perspective especially in the first half of this episode...

@@ethanwelner1230 he seems pretty well to me. Maybe someone is allergic against differing opinions? Seems to be a real pandemic as of late...

@@ethanwelner1230 Sandy is fine. Remember when he said Tesla is the worst car ever made? I do. He ranted about that too.

And if you don’t like comments that expose you, you can certainly keep your inanity to yourself.

We're fans of the global auto industry damn it 😉 Don't tell us we can't complain when bogus talking point after bogus talking point dragged the discussion into a muddled, fact-free game of 'ignore the existence Tesla at all costs'.

​@@Jasonfallen71They spoke a lot about Tesla among many other interesting topics.

@@Jasonfallen71 Considering half the comments here are "fsd 12 is ready for robotaxi" and "lol reuters" I don't think there is any complaining about bogus talking points. It's just inane elonbot fandom sperging all over itself. This looks like the comments section under a dogecoin video. You people are toxic.

Ignoring other peoples point of view instead of engaging with them? That is some Conservative BS right there. How about you stop hating and educate yourself? The comments are full of intelligent responses.

Um... ignoring the 300 miles for just $9 in fuel? Ignoring the 66% safer than any other car on the road? Ignoring the lifetime of the EV lasting 2-3 times longer than an ICE car? Ignoring the over the air updates that improve your car for years after you bought it for free. If you ignore all those important facts, you are right. :)

@@davidbeppler3032 No EV has been around long enough for them to "last 2-3 times longer than ICE cars". They very well may, but could you be less of a fanboy making up numbers in these comments, please? Also, its closer to $30 in fuel if you user superchargers, 12-20 at home. Still not bad, but 9 is hyperbole. The Elon brigade here is just going overboard lately.

​@@ethanwelner1230driving an ICE vehicle is just like smoking. You generate second hand smoke, toxic cancer causing fumes. New studies show 2.5 micron particles in the exhaust of properly running cars. When the engine starts is emits oxides of nitrogen which are caustic. This is what you are so attached to?