Cybertruck Outsells Rivian 2:1; Hybrid Sales Soar While BEVs Sputter - Autoline Daily 3813
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- Опубліковано 31 тра 2024
- Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.
0:00 Biden Raises Tariffs on Chinese Batteries, Parts
1:04 U.S. Looks to Ban Chinese Cars for National Security
1:51 Hybrid Sales Soar While BEVs Sputter
2:24 VW Backs Off BEVs, Pushes into Hybrids
2:47 Honda Makes Big BEV Commitment
4:19 Cybertruck Outsells Rivian 2:1
4:49 FSD Take-Rate Only 2%
5:25 Mitsubishi Eyes Futuristic Van
5:58 Nio Launches New Brand, Targets Tesla
6:59 Stellantis & Leap Send Shock Waves Through Industry
Story Links:
Biden Raises Tariffs on Chinese Batteries, Parts: www.whitehouse.gov/briefing-r...
U.S. Looks to Ban Chinese Cars: www.reuters.com/world/us/us-i...
Hybrid Sales Soar: www.autonews.com/sales/hybrid...
VW Backs Off BEVs: www.bloomberg.com/news/articl...
Honda Makes Big BEV Commitment: hondanews.com/en-US/releases/...
Cybertruck Outsells Rivian: www.autonews.com/sales/new-te...
FSD Take-Rate Only 2%: electrek.co/2024/05/14/tesla-...
Mitsubishi Eyes Futuristic Van: www.autonews.com/cars-concept...
Nio Launches New Brand:
www.nio.com/news/onvo-l60-lau...
carnewschina.com/2024/05/15/n...
Stellantis & Leapmotor JV: www.reuters.com/business/auto...
Read the transcript here: www.autoline.tv/daily/ad-3813...
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Increased Tarifs on EVs and LFP batteries is a direct gift to big oil.
nah, it is a direct result of Russia and China increasingly becoming economic and military partners. If you didn't know there is a nato/russia war going on
No it's not. It's a big gift to GM and Ford.
@@usa1mac Both Ford and GM depend on China made components for all their cars but especially EVs.
well, you know, those drilling subsidies only go so far.
National security looks like a cheap excuse
why? china did the same to tesla around sensitive places. Americans wouldn't react well to that sort of approach that China took. It would be safest to just not allow them since most Americans would value freedom of space more than a larger selection of cars.
_cheap?_ No it's an _expensive_ excuse.
He better worry about that open border if he's really worried about national security.
The West are caught unprepared, China knew EV is the future, and they can enact whatever means to obtain that future. China government heavily subside EV. Making unfair advantages enables Chinese EV companies to sell at big loss to crush competition. Putting Western company out of business, which is China ambition. When China controls the market, they can price at whatever price they want. There is much more at stake than you think. Of course, the legacies got complacent and refused to acknowledge EV transition. The legacies bear much of the blame, but China ambition should not be ignored.
As one that took part of the FSD free month - I LOVED IT. Thought it was fantastic addition, really did a great job every time I used it. I didn’t buy it however cause my wife never used it and wouldn’t approve of a big purchase for the software. If we were doing a long road trip though I would get the monthly subscription and use it for the trip.
When it is truly hands-free, more people will be buying/subscribing to it. Though I think the sub price will increase at that time. I am continuing to monitor its progress as I used my credits to get 3 months of FSD. if it keeps improving I will probably end up buying it outright.
The USA is not the only car market in the world. There are plenty of countries happy to import Chinese cars.
It is a much larger issue well beyond the car industry. China and Russia are increasing their relations. With Ukraine and soon Taiwan reunification we are trying to reduce reliance on china
Not only is the USA not the only car market in the world, it's not the biggest car market in the world.
@@JD-yx7beusa was not innovative in battery, ev technology. It is not china fault, that usa is lagging behind. When china opened its automotive market to world, many chinese car companies were bankrupt bcoz American car manufacturers were best in ice technology, now chinese car manufacturers are best in evs and America is crying .
It’s not Chinese cars that are the problem… it’s funding an oppressive regime that steals technology, commits human rights violations and yet, American corporations continue to look the other way, rather than invest in domestic battery makers and chip components.
@@jashanvirsingh2166 I am talking about the potential for ww3 with china and Russia partnering. We are in war Ukraine/nato/russia now if you haven't known
My neighborhood in Las Vegas has 3 Cybertrucks already!
Well heeled neighborhood. Get two.
Get a Rolls-Royce, Maybach, Aston Martin, Bugatti and Lamborghini and call your neighbor out with a full flush
They have them on rotation one at home one in the workshop being repaired and one on the way to the workshop to get repaired.
@@JohnH1 Those are just oil changes.
@@rok1475 ……I’m in Summerlin, those vehicles are already here! (Nic Cage’s Lamborghini is a weekly sighting).
😊😊😊Tesla's & MG4 are taking over in the UK,they seem to be everywhere 😊😊😊
No surprise about the Cybertruck, it does still have 2 million reservations…
So why do they still have thousands unsold siting in storage?
@@JohnH1 Consider your source(s).
how many cancelled their $100 reservation?
@@JohnH1 waiting for transport, all of them will be sold …
@@JD-yx7be The $100 was for a pre-order, not a reservation. The reservation comes later after the shoppers have discerned what they really want.
So the way we got automakers to warm up to hybrid is to start taking market share with EVs? Oh, well what ever works, at least that's something. I remember a LOT of talk about hybrids "not making sense" and "customers don't want them".
Yeah, funny how that works.
They make no sense. Consumers will buy them, but that's not to say it's an educated or informed purchase.
Consumers should be free to choose without penalty. It doesn't mean they choose wisely or that they won't regret their choice.
@@BTC_Minarchist So the 2025 Camry should be available in more than just hybrid? Maybe gas and EV also? Cause it's looking like hybrid is the only choice.
@@frankcoffey That's up to Toyota. As long as the government isn't forcing Toyota to make or stop making products, then that's great because they'll build what consumers want.
And, consumers should be able to buy whatever they want, without fear of penalties by the government. They also shouldn't be bribed by incentives funded by tax payers.
@@BTC_Minarchist Yep, it's either a free market or it's not. Don't restrict our buying choices. That sounds like communism. Did the American consumer regret buying Japanese after they took over? Did the American consumer regret buying Korean after they took over? Freedom of choice!
Boy, Sean has aged 😜
Thank you John excellent job.
I've enjoyed you these three days John thank for your reporting.
Let people buy their dream cars. If you dream about hybrids, it is at least better than a full ICE. But eventually the battery technology will become so fricking great and cheap that there will be few reasons to buy anything else.
4 years ago "We're going All-in on EVs"
2 years ago - "Ooh wait a minute - we can't make a profit on those."
Now "Hybrids are what people really want, no range anxiety, and a proven technology"
In 2 years time " We now have a full range of people-pleasing hybrids."
In 3 years time " Mmmm - hybrid sales are low, EVs are getting too good."
In 4 years time " You don't want a hybrid, you want an EV...we''re all in on EVs"
In 5 years time " We cant' sell ICE, hybrids or EVs - we're bust..."
People don’t live that long…
I like to think of hybrids as a way to gauge how far behind each legacy is on their EV programs, and by extension their future - we're coming close to the point where EVs are not just superior, but also more affordable than competing ICE models at point of sale, even in budget segments.
Hyundai/Kia seem to be doing a relatively good job as far as legacy players goes, they have not faltered in the face of bad macro economic conditions.
The rest seem to be primed for disruption when this round of golden parachutes leave their future problems to the next guy - as is the norm with short-termist corporate culture these days.
@@AllanSustainabilityFan Today, if you're not doing the disruption, then you're being disrupted.
re: "Let people buy their dream cars..." "NO DREAM FOR YOU...!!!"
We imposed tariffs on Japanese cars in the 80s. We did that because we were losing very badly in all aspect of car manufacturing. Now we imposing tariffs on Chinese cars and technologies. I'm scared to ask, but are we losing to Chinese technologies now?
Chinese car manufacturers are massively subsidized by the Chinese government.
Arguably for battery technology we are.
But China is wildly subsidized.
In a word…Yes!
And they know it
The USA lost to Chinese technology and manufacturing a long time ago.
What do you know about the BYD Shark that just launched in Mexico? Looks pretty sweet.
It is attractive. BYD badge in the front grill is too big. They need to shrink or get a better logo.
@@BTC_Minarchist It's a running billboard.
@@longmuskox4194 So are other trucks. But I wouldn't want to advertise a BYD.
@@jamesvandamme7786 You're not BYD. They want to put their name out there. Simple as that.
@@longmuskox4194 They'll have to have a parts distribution and dealer service network first, then good reviews and customer loyalty. Vehicles are not throwaways or 2 year upgrade items like phones. Could take a while.
A lot of folks are picking up the R1S now, I thought it was weird they went with the R1T first when it's SUVs that sell in the "adventure" crowd.
I have owned FSD starting with my new Model X back in 2017. OMG April was a jurassic change. I own 5 teslas in my family. It’s a full level 3 with few interventions needed. I just moved to a new city. It is a game changer. You verbally state your destination or manually input this destination and you just end up there. Navigates through complicated parking lots and roundabouts.. on freeways it seems to anticipate some of these poor drivers that do erratic sudden changes. It is very expensive specially if you bought the less expensive model wire Y or 3. That’s a big chunk of change on a $50,000 car. Tesla will definitely be the first level 5 after huddles of legislation is figured out. Who has priority occupants in the car or pedestrian. Who has the liability once the car has level 5 especially if no one‘s driving the car capability. Even if we can prevent 50% less death that’s 20,000 people we save the year and that’s well worth it. Insurance Companies would sure love it. Plus your car would be a money making asset as a robotaxi
Ha ha. You robotaxi people make me laugh. Keep up the dream!
Hybrids are a great option for Toyota. They get to charge for all the gasoline engine repair parts and give you a 10 dollar battery for 54,000 dollars each!
It's a great Idea! An electric car that needs an oil change and new filter. A typical 25 gallons of dirty cancer causing oil, is drained from hybrids over 100,000 miles of driving.. yuck!!
I mean its Toyota they could do no wrong😂
😂😂 Cancer causing oil... too funny.
@@ilollipop100 i mean he's not wrong its not just carbon dioxide that comes out of a tail pip you know XD
Sadly, many owners still love breathing those cariogenic fueling fumes. Glad I went all EV years ago.
We felt a hybrid was too complicated, still needing oil changes, and you have to use the gas sometimes to keep it functional. But part of our family was pro gas/ anti ev. One member bought a hybrid and keeps bragging about how much he's saving on fuel. It's at least causing some to think deeper.
The rise in hundreds isn't so much because consumers want hybrids over EVs, but because the choice is often now only hybrids or EVs. Non hybrids are almost extinct at many automakers. Anybody not ready for an EV now has few other choices besides a hybrid, so of course growth is going to rocket.
That and given the choice dealership want to sell a car with an engine. ICE or Hybrid.
the chinese cars soon to be made in mexico are going to be imported without a tariff
Doubtful that will happen.
re: "the chinese cars soon to be made in mexico are going to be imported without a tariff..." nope, like i've been telling you guys for the last few years there's simply NO APPETITE on either side of the aisle in D.C. for Chinese cars to be sold in 'Murica. therein it's actually not the tariffs that are keeping them out, no, for as your now seeing in real time with your own eyes even if the Chinese try to get around the tariffs...? the US "Gub'mint" will just "invent" something new to block them and keep them out...
remember, you kids are naive and "baby young to the world" so you don't really understand how 'Murica and Geo-Politics actually work so to that end you just "tell yourselves" that you understand. but notice how on all the important subjects in society that matter you young guys KEEP GETTING IT WRONG, in stark contrast, it's old guys like myself who KEEP GETTING IT RIGHT.
@@phillyphil1513 Volvo is already in u.s and is Chinese
@@JD-yx7be yes we know, lucky for them Volvo/Polestar are "grandfathered in" and are thus not considered CDM (Chinese Direct Market). so for those desperate to buy Chinese, well there ya go, you could've long had "something Chinese" parked in your driveway, if that's what you really want.
@@phillyphil1513 Yeah, like we kept out the Japs because of WW2.
The drumbeat headline often misses that EV sales are continuing to increase. It is great that OEMs and the public are suddenly open to PHEVs. It wasn't that long ago (Chevy Volt) that automakers, journalists, and the public had a hard time wrapping their head around the PHEV concept. Not only will PHEV sales get people familiar with the convenience and economy of plugging in, but the increased volume in electric component sales will ease supply chain challenges. Ultimately the increasing availability and acceptance of hybrid/PHEV vehicles will smooth the transition to an EV future.
When people compare EVs to their PHEVs it will dawn on them. Whenever I do the math, hybrids just aren't a good fit for my driving. Now I'm just waiting for somebody to build a reasonable priced EV. Or let them over the border.
The problem with PHEV is how many actually plug in to charge? I believe less than 50% of PHEV owners would plug them in to take advantage of the battery as it is better to put in the gas. There are studies that show that to be the case. Especially when the PHEV is company car. Companies would pay for the gas but not electricity. Why anyone would then charge?
I knew Barra wouldn't impose a tariff on GM cars.
I was really surprised by yesterday's headline. Not surprised by today's report.
when you use an acronym can you display what the means on screen
With all the hype about the "failure" of the Cybertruck, it still outsells Rivian.
Next: Ford Lightning.
next silverado ev and ramcharger crush them both in sales
Outselling Rivian is an exceptionally low bar to clear.
The majority of Rivian sells are the R1S SUV not the R1T (truck). In a year the Cybertruck will in the same position, but Tesla does not have a SUV Cybertruck to boost sells.
@@JD-yx7beIf either GM or Stellantis could produce them fast enough, I think they would sell a fair number. They already have a built in fan base.
However, neither company has demonstrated the ability to produce EVs in volume. Even the Bolt's production number isn't very big.
@@JD-yx7be Call back when GM and Ram turn a profit on them. And no they are not going to ramp to profitability slow walking production. Of all the electric trucks mentioned here the CyberTruck is the only one that is profitable.
Increased hybrid sales is fool's gold. As range anxiety dies a much deserved death, supercharger infrastructure substantially widens/improves, and EV prices reach price parity with ICE vehicles, we will see hybrid sales evaporate.
This is a much nearer forecast than the OEMs desire.
You clearly don't live in California, where gas is $5.50/gallon, and public chargers are over 45 cents per Kwhr. At those prices, a hybrid that gets 40+ MPG will yield a per mile cost lower than the EV, esp. when you consider the insurance costs for an EV tend to be higher than an ICE car. If you can't charge at home, and drive a fair amount, EV's are not that economical given the public charger ripoff. There are many places in the USA where power is under 10 cents per Kwhr, but here in CA, EV sales have slowed because there are lot of people in apartments. Until public charging comes down in price, the EV phase-in will take longer than people realize. And i am waiting for the $400/year tax on EV's to cover the cost of roads.... that is coming eventually, because gas tax revenue is dropping.
Every year I hear all you crystal ball readers that EVs will be cheaper soon and charging inconveniences will go away.
OK then , as soon as a basic EV reaches price, range, charging time and convenience parity with Honda Fit (under $30k, 410 miles of range, 10 min refueling full tank at any gas station, payment with any credit card, no app required) then I promise I will think about buying an EV.
@@edwarddejong8025Do NOT buy an EV if you can't charge it from home.
@@rok1475 the cheap ev is called byd, but you cant buy one in usa so thats what it is
thing is that you want a ev to work like a ice which it cant..so why do you wanna be bothered..keep driving your ice vehicle and move on
nobody forcing you to buy one
@@parkershaw8529 This only makes sense.
Hybrids are not going to be included as EVs in the future in Europe. Sales of hybrids are going to take a big fall.
You overestimate the intelligence of consumers. And it's political and xenophobic now. No librul commie EVs for them!
You may not be aware of this, but Full Self Driving FSD V12 isn’t available to all FSD subscribers.
Tesla employees have no idea when it will be available.
IMO that is the reason that the FSD take rate is down.
True. If you look closely at the point in time data from Yipitdata, it does not account for other scenarios.
For example, I did not get my free trial until a couple of weeks had passed, in the middle of the month.
I also did not sign up for FSD until my last day of the trial. I wasn't sure if purchasing the subscription after two weeks meant I was losing 2 free weeks of FSD. I'm kinda frugal 😊
Ask Reuters why they fired all their fact checkers.
Reuters short TSLA 😂
45,000 US manufactured Teslas unsold since January sitting in closed shopping mall carparks.
@@JohnH1 160,000 plus accumulated over the past four years that cannot be accounted for!
@@JohnH1 Ford Cuts Battery Orders as EV Losses Top $100,000 Per Car
According to Cox Automotive’s analysis of vAuto Live Market View, the total U.S. supply of available unsold new vehicles opened April at 2.77 million units. That is 870,000 units - or 46% - above a year ago
@@danharold3087So how does the CT sub-frame stop thermal runaway?
350 km, 500 km, 750 km is more like the range of the Nio Envo L60 for the 60/90/150 kWh versions despite the 900V battery
If the tariffs are actually paid and not offset by some export where does the money go? Who get it? Also, what is it based on 100% of what? Is it the MSRP, wholesale price?
In some countries(mostly Islamic) they have nearly zero taxes on citizens and get the vast majority of revenue from tariffs.
Wrote a paper in University about America shifting towards protectionist policies. My professor didn’t care for it much. Would be interesting to hear what he thinks now. 😑
Federal tax credit should only apply to PHEV that can do 70 miles electric only to ensure all commute can be done electric in most of the US. They should also enforce something like DEF on plug in hybrids where if you drive over X miles without charging, the engine goes to limp mode. Granted, companies can sell vehicles without these features, but the tax credit should not apply to those.
Ppl would just tune the engine and take it out 😂
wow, you really don't believe in ownership if you want software to tell you how to use something you bought. I have linux on my pc just for the reason
@@JD-yx7be the thing is depending on the hybrid ppl don't charge em just use em like a normal gas car at that point why have the extra wait killing your mpg 😂
@@JD-yx7be I really don't care about what owners do. I don't want a program that is designed to incentivize to use electric vehicles be used to buy a gas car with an electric drvietrail that will never be used (or not used enough to justify the program). Owners and manufacturers can do whatever they want - it's their right and I have nothing against it - however, they should not benefit from a program built to reduce emissions if they don't use it. In Europe there have been MANY studies showing over 80% of Plug in Hybrids use as much fuel as hybrids and are rarely plugged in - yet owners and manufactueres benefited from programs design to reduce emissions.
Forget the limp mode. With that ev range, who cares if customers don't use it now. This is the chicken that will lay the eggs, or get more chargers installed. This is an example of the market working. Let's let it happen. P.s. I have a phev that gets 80 miles in the best conditions, and it's great. But it only gets 30 in the winter. And yes, I always charge it unless I'm on a road trip (only level 2 charging). If I stay at a hotel with chargers, I use them too. Not my fault others are using it wrong.
1:50 Waymo just ordered/got a bunch of Geely ZeeKr EVs 💀 ☠️
That's interesting. Zeekr EVs driving in the US?
@@davidmenasco5743 yep or at least being fleet tested.
GM and ford do not offer many hybrids vs non domestic hybrids manufacturers
In Australia we are disappointed Rivian won't sell cars here.
the whole diy home storage movement will suffer big times in the US from that move cause they rely on LFP cells made for cars like EVE LF280K.
Luckily we do not have these tarifs, quite the opposite: cells used to use green energey are even VAT free which means 19% less
I still don't understand why Mitsubishi is not shipping the L200 pickup to the US.
Frankly this isn't saying that much about Tasla 😂😂😂
LG chem and others do not make LFP batteries(lithium IRON) presently but rapidly trying to diversify. LFP’s performance not as could as lithium ION but cheaper as no cobalt or nickel. Super rare fire issue, could be a million mile battery PLUS it loves 100% charging all the time.
6:08 this Nio car model aimed at the Tesla Model Y also looks like the Model Y, unsurprisingly!
Chinese Copy.
I want a father son interview!!!
NIO could really get far with ONVO brand, we will see where they will offer it
If you have automakers switching to full PHEV's like Toyota of course that number jumps!!
2015 Chevy Volt and 2015 Ford CMax Energy owner here. The Volt is great, but the CMax is garbage!
I almost bought one but shied away. I see the exact one I test drove on used lots once a year now.
Cybertruck has all the hallmarks of an "It Car" that'll sell like hotcakes the first year or two until everyone who wants one and can afford it has one (well short of the 2m reservations), and something else comes along. The most direct analog would be the Hummer H2, the last Thunderbird or the Chevy SSR whose sales cratered because unlike the PT Cruiser, Mini and New Beetle they were too pricey to be and didn't function well as basic transportation.
Every UA-camr DB is buying one to brag about on their UA-cam DB channel. That is about it.
I'm expecting >5,000/month Cybertrucks for May & June.
Speaking on the Honda EV plan, I don't like that they planning on bringing a compact EV sedan until 2030. While luxury companies have EV sedan in production and out this year. Hyundai and Kia is the only ones planning on making a cheap EV sedan before 2030, other than Tesla of course.
Don't forget the Volvo EX30. It may be just above "cheap." But it was just about to blow the doors off the US EV market, until those tariffs came along.
It would have undercut GM Ford, VW and everyone else. Maybe even competitive with the Model 3.
The BEV slowdown will allow the energy infrastructure to adapt to changes in demand in a less chaotic manner.
The grid is fine. We just need more chargers.
I’m going on a trip to Germany in a few months and am curious if there are any ill effects when driving an EV at high speeds for a long duration. Will there be any issues with heat for the motor and/or battery?
Tesla owners take great pride in being able to drive coast to coast in the US with no trouble at all.
Enter your destination in the navigation system, and the car will tell you where to charge.
If you prefer, you can choose your own favorite charging stops instead. Either way, very simple. Eat and rest while charging, and back on the road.
If you're driving fast on the Autobahn, best to use a German made EV, just because their suspension and steering are designed for those speeds.
Batteries and motors should be no problem.
Out of Spec did a range test with the new Porsche Taycan on the autobahn
Pleasure was ours 😊
What is remarkable? Is how many words you cannot say.
4:50 Elon has responded to this "report" and basically said it's nonsense. Take rate is a lot higher.
Not only tariffs on EVs, batteries in general are going to go up. People are going to hold on to their gas boat motors for even longer. Electric boat motors were already at a disadvantage because of price. People aren't going to rush into battery storage for houses.
They will once somebody builds heavier but cheaper batteries.
Take rate is higher
You talk about electric pick up truck registrations. I would think all the Cybertruck and most of the Lightening new registrations are deliveries from the long waiting lists. These are not actual organic sales since the release of these vehicles. So of course Ford and Tesla have more vehicle deliveries than Rivian, they can produce many more trucks much faster. The figures you give are very skewed. Correct me if I'm wrong.
Honda doesn't do anything right, I would recommend a hybrid until we get our charging systems ready.
I actually want Nio to make it so I can become wealthy. I own a lot of shares in this company and i can't understand why the price is still quite low.
Nice free trading rules
Just wait til VI moves to AI in cars. You will be able to actually interact with your car verbally. A car will finally become an asset vs a depreciating liability as it will make money for you every month while you’re sleeping or at work. Your robotaxi will be working vs sitting in employee parking lot or your garage 90% of its life.
Cybertruck hitting 1000/week.
I wish auto makers would add a range extender to there BEV vehicles, instead of hybrid. Shrink the battery to a 60-100 mile range and add a fuel tank.
Ummm, no
Mitsu is a question of why they are even here and no dealers and not possible the whole US company is not subsidized completely
Mitsubishi is Nissan, Nissan is Renault!
Hybrid sales are going up because people believe that electric cars have benefit but, they are hedging their bets. As electric cars become more ubiquitous more people will take the leap into all electric. Hybrids are just the gateway “drug” to an all electric future.
That, and the hybrid growth is artificial: Take away the option to buy a gas model, switch it to hybrid only, voila, hybrid sales up!
In reality just moving one bucket to another under the umbrella of their overall shrinking ICE sales. Good PR, but long-term does not help them catch up.
Which is why tariffs come into play to protect these laggards... from something they claim people don't want - translation: people just don't want their lazy compliance ones.
Funny how that works.
The Rivian appears to be a far better truck than the Cybertruck, just doesn’t have the brand power
Far better by what measure?
Cybertruck is bigger, more efficient, higher payload, 4 wheel steering (tighter radius), steer by wire, 48 volt system, has a tonneau cover that works, and they will soon be about the same price.
* I have a Rivian.
Everyone I know wants or is waiting for their cybertruck. All these negative narratives are created by folks online who desperately need it to fail.😂
They are waiting on a $60K Cybertruck that will never be produced.
The Putin Poster Posse is strong! Got to sell that oil to further Russia's expansion.
@@thedukeofmanvilleSo Tesla can reduce the prices of the cars in their entire line up by 20%-30%, but not the Cybertruck?
Can you splain your reasoning?
You must not know a lot of people
@@javadabaron81 I hope so!
The US, European & Japanese legacy OEMs could go to China and buy/license/hire some of the tech/designs/already developed vehicles from some of dozens of Chinese EV makers who are going out of business. For every BYD & Geely, there are 10 other EV makers who are not going to make it. Picking up the scraps is a cheap/fast way to catch up.
Why are they going out of business?
Because they have great products? 😅
As opposed to buy a Tesla Tear down document from Monroe or CareSoft ?
@@renezr70 there are over 100 EV makers in China. Most are pretty bad
@@danharold3087 buying already developed products is easier.
@@ltkwok Easier is not always better, especially long-term.
Cybertrunk outsells Rivian 2:1
F150 with batteries outsells Tesla truck 2:1
F150 without batteries outsells Tesla truck 8000++ :1
- Ford truck sales are down.
- Ford EV sales are reported at ~85 percent loss per vehicle currently.
- Ford is scaling back their EV programs.
- Ford will always be held back by their dealerships when it comes to growing in EVs.
Cybertruck will most likely have no trouble passing Ford here with EVs. Whether or not they pass them in general trucks is a different question though, as allot of that stuff is tied to brand loyalty.
Potentially they could do so by growing a new niche on top of conquest sales, but it's a big question-mark still.
We'll see.
Ford F-Series Sales Fell 13 Percent During Q1 2024
Ford had the 6 cylinder 300ci engine last for decades, Honda could do the same
It was extremely reliable but not great on power and fuel efficiency. The 4.6L v8 in the crownvic, towncar, etc was also very reliable and had decent power.
@@JD-yx7be 4.6 not so much. They suffered from coolant leaks due to the plastic intake manifold. I have 3 town cars. The 95 is good. The 96 has the coolant leak, And I was gifted with a 94 that the owner said had a problem fixed with water glass. Came to me with plugged cats and a trashed interior.
@@danharold3087 They really improved in 04 and up
@@JD-yx7be Too new for my stable.
@@danharold3087 The only thing that changed was the cylinder head to 3 or 4 valves per cylinder and upgrading from single overhead to dual overhead cams
Tesla, I believe, was finally allowed to gather data on Chinese roads with its cameras with its new FSD level 3 now offered USA. This is a great cash infusion as many car manufacturers backing out of FSD as too costly and no business model. Tesla does Also have additional cash flow with its monthly premium connectivity option and money from charging stations that other manufacturers want to use. GM and others are dropping free Apple and Google play for their own monthly subscription plan
The Cybertruck’s design is inherently masculine, with its chiseled sharp lines and large size. Tesla has amazing marketing ability.
EV market share declined in Q1 2024 here in the states. As for Tesla and FSD, I don't care about it. Perhaps it's because I actually like the vehicle I own, thus I actually enjoy driving it myself. That said, the only way autonomous driven vehicles will appeal to the masses, is if the vehicle can be programmed to drive like humans... you know, drive 5-15 mph over the speed limit, roll through stop signs, cut over into a small opening in your lane, go faster when the traffic light turns yellow and etc.
Says someone who has never experienced the technology they are trying to criticize.
I hope USA continues working on EV’s or will be really left behind with a repeat of 2008 Bail out. 2008 legacy needed bailouts trying to move from fleet sales to global sales. With terrible high inflation this time there will be no more bail outs as too inflationary. Low inflation in 2008.
The government will bail out any big industry, capitalism is only a thing for us peasants
Yippit data is BS. Who the hell even has one of those cards? Nobody with money anyway. 😂
So Chinese cars won't be allowed over the air updates. Seems like checkmate.
Hybrids allow the traditional car manufacturers to continue their service business model. We are opting in to a second tier technology just so we can prop up outdated businesses that can't compete. Pathetic.
2:26 when the media rhetoric is hybrids are beating EVs, if you really look closer, the actual story is skipped. Yes, Hybrids sales are up, but so too EV sales, Yes, hybrid sales growth is more than the EV sales growth. What does this mean? The hybrids are stealing from the ICE sales. These are not EV customers and are still on the fence about EVs, but they can't afford to pay the fuel price for ICE as well, so they are choosing the hybrids. The days of pure ICE are numbered..and hybrids are only the gateway drug to pure EVs.
So by Tesla's own numbers of 1,000 CT produced per week they have only been able to get rid of less than half. As I have said before Tesla is in trouble, even after massive discounts and ridicules efforts of pumping their products by (paid) on-line influences no one wants what they are selling, even fewer want anything to do with their fancy cruise control.
JohnH1: "No one wants what they are selling"
Tesla: Model Y is the best selling vehicle on earth.
Cybertruck has been out for just single digit months and has already ramped production past their competitors.
@@GregHassler Did you miss the figures quoted in the broadcast the CT was outsold by 3 to 1 by the Ford. So even if and that's a big if Tesla is producing more CT's per week than its competitors the sales figures show no one wants them. Oh by the way you and others keep throwing the model Y thing around but it's old news, the Ford Puma Hybrid is currently the best selling single mode in the world. There is still time to short Tesla :)
I dont think there's a successful CHinese gar in America ..why bother with EV now?
The market is consumer driven most people are sick of EVs for them to even hope of becoming more mainstream would require billions in charging infrastructure that no one wants to pay the outrageous depreciation of EVs is most concerning to say the least the public knows and trusts hybrids those people at Toyota think much further ahead than the rest of us and don’t waste money on unproven untested technology just because everyone else is
They can make all the hybrids they want to. I won’t be buying one. No solution to any problem except “what do you do if you can’t make a decent affordable electric car, like Tesla and all the Chinese manufacturers can?” Sell them the same old obsolete and more complicated gasoline technology that is killing us with pollution and its side effects.
The BY | DEN ad-MIN-istration is full of ID | iots.
And if that other guy gets in, just wait. EV development will cease in the US, and this will bring about the demise of US automotive industry even more quickly.
At the same time, the pro oil policies would add many thousands or millions of deaths and trillions of dollars to the eventual costs of climate change.
Elon didn't say what the take rate for FSD is because it's exactly as I predicted, very low. People like driving cars and don't need or want the car to drive for them. We did get the subscription to try it on a trip but don't plan on keeping it long. The first trip we tried it curbed one of our wheels %&@#!. I expect it will also hit pot holes, follow trucks throwing rocks, and not avoid road hazards, our car may be a mess by the time we return from vacation.
FSD take rate under 10%
I get the impression it only works well in California at this point. Do you suppose that has anything to do with it?
@@danharold3087 No, there is nothing different about navigating in CA when using AI. Humans just care about a lot of things other than just getting there and AI does not.
I'd be pissed if I had to pay for my car to curb its own wheels.
@@lukerinderknecht2982 My wife had already curbed them all so it wasn't that big a deal but if the windshield gets broken because it's following a truck or if it runs over something and ruins a tire I will be.
CT sales is just the rich buying a new toy. As soon as those 1 year clauses expire there will be ton of them on the used market.
😅😆😂🤣
Lol whos buying this garage car cloaked as a "truck".
Hybrid are worse for the enviroment than ICE cars. Carbon credits will be purchased from Tesla for a long time. If you price Hybrids VS Ice they are more expensive and the payback is not there.
The camry hybrid was only a $1500 premium over the non hybrid. The accord hybrid is also a very small price premium
Those Cybertruck numbers simply prove that there are way more tech-bros with no design sense than we thought.
How many Cyber truck owners have "tattoos?"
5%😂
interesting. and how many girls under 14 have tattoos? women over 40?
Tesla is the best car company
Elon is the best person
chicken
How many electric delivery vans has Tesla delivered? Oh yeah, none...
So who cares? Ferrari, Lamborghini, Bentley, Rolls Royce, Lexus, Acura, and many other car companies don't make vans either. It's a low margin market.
Zero because Lotus won't hold their hand on a new design!
@@bobbbobb4663 For Lotus, the work on the Model S was an unexpected bit of extra business that came because of its ongoing work on the Roadster. The UK company was happy to take on the project because it wants to expand the engineering and consultancy side of its business.Sep 29, 2008 Follow the money.
@@danharold3087 More likely El Grifto didn't pay his bills to Lotus!
@@bobbbobb4663 Please try not to be so predictable. I do read your comments in that now and then you are on to something I have not seen elsewhere.
F-150 ev is the best selling electric ⚡️ truck still. Why does ford always have to be number one ☝️ in best selling lol 😂
Ford needs to make a LFP battery with 114 kwh and a range of 275 miles
@@williampisano7573I'm rooting for Ford
Remember Ford counts "sales" to dealers, not customers. Lightnings are piling up on dealer lots.
Cybertruck sales will fall off rapidly once all the fanboys with an extra $100,000 have one.
Right, then they'll stop producing the Foundation Series and drop the prices $20,000, putting them squarely in the middle of the truck market.
Xi and Putin just had a meeting and it looks like they are they are increasingly becoming economic and military partners. With reunification of Taiwan coming soon i expect u.s and china relations to continue to worsen
We can only hope Russia and China merge. It will create so many internal nighmares they will not have time for world domination.
Sadly, this seems to be the case.
Tesla Headline News: Griftus Biggins trying to bully Professor Elson! CyberBust failures proves Adrian's manufacturing success due to Lotus! Another SUA event in Shanghai!
every single video you have a negative comment of tesla. Where did elon touch you? How pathetic is it to be obsessed over a single corporation
@@JD-yx7behe has been doing this for over 3 years now.
I applaud the dedication
@@Alexzw92 wow, i have only been following autoline for a few weeks
@@JD-yx7be Bobb is very dedicated to hating Tesla. I’ve been watching Autoline daily since around 2019, and I’m pretty sure I remember first seeing him make these daily comments in around 2020.
It’s interesting that he always posts these comments within a few minutes of each upload. Makes me think that he prepares these comments the night before lol
@@Alexzw92 Thank you all for the support of THN. BTW, all my content exclusively created by babysmurf9000!
People need to look at RADIATION IN EV CARS, KIDS ARE 10 TIMES MORE SENSITIVE THAT ADULTS