Sandy Munro Makes STUNNING Prediction!

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  • Опубліковано 2 лис 2024

КОМЕНТАРІ • 93

  • @MH-Tesla
    @MH-Tesla Місяць тому +24

    Thanks for sharing this, John. Who cares that it's not audio perfect. It's next to impossible to get good audio at these events. That doesn't mean we don't appreciate having an option to hear.

    • @ShaunHusain
      @ShaunHusain Місяць тому +3

      Was thinking about this recently while letting everyone plug into the sound board or whatever isn't really an option I'm surprised there isn't like a local fm broadcast or something for events like this or some kind of WiFi for media folks with rtsp stream of audio or something to avoid needing to record the room audio when mics available and used, is fine for smaller/niche things like this but is surprising how bad audio engineering for events seems to be on average

  • @mattheweaton1420
    @mattheweaton1420 Місяць тому +25

    Rivian and Polestar at the top? This lady is a clown. Right now, BYD and Tesla are clear favorites.

    • @bobbylee4270
      @bobbylee4270 Місяць тому +4

      Exactly. Rivian loses $$ on every unit and Polestar is tanking ( it overlaps too much with Volvo).

    • @markjonz
      @markjonz Місяць тому +6

      I think she picked the cars she liked rather than answering the question

    • @CheeseLovingGuy
      @CheeseLovingGuy Місяць тому +2

      The question was for 2030 not who is top now.
      Go back six years who was top then. Are they top now ?
      It is an opinion of hers.
      You have yours.

  • @garyrooksby
    @garyrooksby Місяць тому +15

    Who is this woman? Cadillac? Because they have announced some new EV models? Rivian? They make lovely cars but they lose more money than any other EV-only startup. Polestar? A luxury brand that is too expensive to scale and they lose money on every single car. Tesla then 9 Chinese brands. Of the OEMs only Ford has had the guts to publish its finances. The other OEMs lose at least as much as Ford but they hide it.

  • @michaelbartell1166
    @michaelbartell1166 Місяць тому +12

    ❤ Sandy Monroe is the goat 😊

  • @nathanhayhurst3212
    @nathanhayhurst3212 Місяць тому +7

    Awesome , glad to see you in Vancouver, crazy how our UA-cam influencers are now leading authorities in car industry innovation. Tv/ newsprint is no longer general public's information source, dr know it all and sany munro wield the same living room influence as any leading tv news anchor in north America.

  • @juliahello6673
    @juliahello6673 Місяць тому +18

    Toyota is too behind in EVs. Cheri cars are awful quality.
    Tesla is #1 on my list because
    1) They are the innovative leaders. Everyone scrambles to copy them but other automakers don’t contribute much to EV innovation.
    2) Robotaxi will make other automakers obsolete.
    3) They are profitable and their vehicles are getting cheaper and cheaper, adjusting for inflation.
    Rivians are great vehicles, as are Lucids, but the financials of both companies are bad. I hope they make it.
    BYD would be second for me. They are almost profitable with EVs. They manage to make quality vehicles for low cost. Plus they have lots of models, unlike Tesla. Their CEO is a driven genius, like Elon (although Elon doesn’t seem to care much about Tesla anymore.)
    Geely would be up there. Xpeng too.

    • @wolfgangpreier9160
      @wolfgangpreier9160 Місяць тому +1

      Rivian and Lucid will stay niche products for the US market. Similar to Lightyear, Aston Martin, Nube, Jaguar ad others.
      Top Carmakers in 2030
      1: BYD
      2: Geely
      3: VW
      4: Toyota
      5: Stellantis
      Tesla will be somewhere in 7th place.
      Top Carmakers in 2035:
      1: BYD descendant
      2: Tesla
      3: Toyota including Stellantis
      4: VW
      5: Tata
      Only Carmakers in 2040:
      1: Some Chinese brand
      2: Tata including Tesla
      3: Toyota including VW, Stellantis
      Nobody else

  • @23billd
    @23billd Місяць тому +7

    For both Ford and GM, the need to continue to fund dividends will hasten their demise. Once the Chinese overtake, there will be no return.

  • @RyanCalbick
    @RyanCalbick Місяць тому

    It was great to meet you at this event, John. Thanks for continuing to post great content.

  • @MegaWilderness
    @MegaWilderness Місяць тому +6

    Good to see Jack giving you all an English lesson

  • @gusbarber00
    @gusbarber00 Місяць тому +1

    Thank you for posting this, i didn't catch it live.

  • @markrolls5905
    @markrolls5905 Місяць тому +14

    This woman is clueless! Rivian, polestar, GM & Cadillac 😂 none of these brands can make an electric car at an affordable price so won’t be able to scale to volume. BYD with their might & Tesla especially Tesla with FSD, Kia/Hyundai, Geely Group, Chery etc will dominate the market going forward 🤔

    • @nihongobenkyoshimasu3190
      @nihongobenkyoshimasu3190 Місяць тому

      And she is judge for the "World Car Award" .... No Tesla:
      The Cybertruck should have ben nominated instead of TOYOTA PRIUS - 2023 WORLD CAR DESIGN OF THE YEAR
      WCA 2024
      KIA EV9 DOUBLE WINNER
      KIA EV9 - 2024 WORLD CAR OF THE YEAR
      BMW 5 SERIES / i5 - 2024 WORLD LUXURY CAR
      IONIQ 5 N - 2024 WORLD PERFORMANCE CAR
      KIA EV9 - 2024 WORLD ELECTRIC VEHICLE
      VOLVO EX30 - 2024 WORLD URBAN CAR
      TOYOTA PRIUS - 2023 WORLD CAR DESIGN OF THE YEAR
      2024 WORLD CAR PERSON OF THE YEAR - Adrian Newey, OBE, Red Bull Racing

    • @1519Spring
      @1519Spring Місяць тому +1

      Not clueless, bought and paid for! Regardless, she should have had no place on this panel.

    • @markrolls5905
      @markrolls5905 Місяць тому

      @@1519Spring most likely you are correct, this the world we live in now. People believe in what they have a leaning towards & the algorithms of the interweb does its best to help you reinforce your own beliefs. The trick to stay objective & open to all possibilities 😀

    • @medschoolvisual6954
      @medschoolvisual6954 Місяць тому

      Once you make more than 500k cars a year you become profitable, (economy of scaling)

  • @john_hind
    @john_hind Місяць тому +4

    When there is an elephant in the room, the interesting question is "why is everybody ignoring it?". There were two pundits well versed in everything Tesla on this panel, so how did they avoid mentioning it (or BYD for that matter) until someone in the audience blurted it out? Were they just too polite to call bullshit on Regina Chan's initial selection? Maybe Tesla and BYD are just too boringly obvious to bother even discussing? But maybe the MC should have introduced it with something like, "well we all know two of the five will be BYD and Tesla, so let's concentrate on identifying the other three". Maybe Regina Chan really believes neither BYD or Tesla will survive until 2030 and if everybody had not been too conflict averse to confront her on this obvious omission, we might have got an interesting discussion.

  • @roger_is_red
    @roger_is_red Місяць тому +5

    If US politicians didn't funnel our tax dollars to their briber, donor pals, they wouldn't have to use protectionism. Jeannine

  • @bjs2022
    @bjs2022 Місяць тому +1

    Thank you. "Bad sound makes good video look bad."

  • @ericgregori
    @ericgregori Місяць тому +3

    Regina Chan had an odd list. Polestar as a brand does not make sense. Geely can dissolve the brand but keep making the cars under one of the other brands. Rivian has a tough uphill battle. I hope they make it, but I doubt it.

  • @Cristi-tz8de
    @Cristi-tz8de Місяць тому +2

    1. Tesla
    2. Chinese brand nr 1
    3. Chinese brand nr 2
    4. Chinese brand nr 3
    5. Chinese brand nr 4

  • @davidbuchan3753
    @davidbuchan3753 Місяць тому +3

    Sandy hates tariffs…
    Does he know that’s trumps entire goal?
    Or is it just Canada’s problem

  • @kendrickpi
    @kendrickpi Місяць тому

    The dawn of software defined hardware is a radical change for so many industries; automotive being one many will see, with others less visible yet still as significant.

  • @appl314
    @appl314 Місяць тому +7

    Funny. I live near vancouver...rarely see a polstar, if ever...see multi tesla's at each intersection...so i question the lady's info. Based on other comments, she is anchored a certain brands, but doesn't research the entire market.

    • @1519Spring
      @1519Spring Місяць тому

      She's a biased paid shill, who can't risk offending her advertisers!

  • @memrjohnno
    @memrjohnno Місяць тому +4

    Very good, thanks for sharing.

  • @iandavies4853
    @iandavies4853 Місяць тому +7

    These foreign movies need subtitles, I can’t understand a thing. Just hand waving.

  • @josephvcenzoprano7528
    @josephvcenzoprano7528 Місяць тому +2

    Only Teslas drive themselves, period

  • @JacanaProductions
    @JacanaProductions Місяць тому +2

    Great panel a little bit of preproduction would be nice simple voice, isolation in Final Cut Pro then upload but some good banter anyway

  • @davidfenwick987
    @davidfenwick987 Місяць тому +1

    Rivian and Polestar😅

  • @rockycata6078
    @rockycata6078 Місяць тому +1

    BYD - Geely/Zeeker - Tesla - SAIC/Wuling/GM - Xiaomi; China will decide who wins, simply because they have 350M consumers, that will be joined by 350M more with BRICS. That's more than the North America and Europe populations. Xpeng could surprise, because VW needs a big number for debt repayment, but the Chinese gov't will decide VW/Stellantis future. The Koreans and Japanese will 'survive' with domestic and US markets, but they need Chinese resources to do that.

  • @CSHarvey
    @CSHarvey Місяць тому

    Sandy has more confidence in Toyota than I think they deserve, so I'm curios what he's seeing.
    Everything I've read about Toyota's battery production plans indicates by the time they're positioned to leapfrog into BEVs, they'll be scrabbling to get into a market already dominated by the others he mentions.
    Regina Chan makes an interesting Red Team pick. Her picks follow the common wisdom, but her arguments for her picks aren't very compelling.

  • @milescoleman910
    @milescoleman910 Місяць тому +2

    If the Model Y has the Model 3 upgrades. AND an edition with over 400 miles range. It will be the best selling car for 2025-2026-2027-2028. Easily

    • @t.d.5804
      @t.d.5804 Місяць тому +1

      just put in a better battery, current CATL and LG Tesla uses are outdated. I got a Y with a BYD blade, best battery I had so far. Lets hope Tesla will use the 2024 new CATL and BYD cells. Until then I would not consider buying a new Tesla

    • @josephlemieux5909
      @josephlemieux5909 Місяць тому +1

      @@t.d.5804Ha ha! Your loss bro!

    • @t.d.5804
      @t.d.5804 Місяць тому

      @@josephlemieux5909 dont get it ???

  • @etyocom3813
    @etyocom3813 Місяць тому +1

    I'm confused - Sandy thinks Toyota will be in the top 5 yet they just said they are converting their entire lineup to hybrid and he knows hybrid isn't the way to go. Did he miss that piece of news?

  • @silberlinie
    @silberlinie Місяць тому +1

    What kind of sound quality is that?
    Are you trying to insult the video user?
    Are you trying to scare them away?
    That's really something.

  • @DaBooster
    @DaBooster Місяць тому +2

    The poor audio quality made this video unwatchable, I tapped out after 10 minutes

  • @0602bill
    @0602bill Місяць тому +1

    About the future of automotive transportation ... Sure, electric power is the future for automotive transportation. It is lower cost already. It is already much more convenient in terms of not needing service stations for fuel or mechanical service.
    So what is next? I believe autonomous automotive transportation is next. I have driven a Tesla Model Y since March, 2021. I have enjoyed all of the benefits of electric automobiles for more than three years. I can't imagine going back to ICE. Since last May, I've been subscribed to (supervised) FSD. This is not quite FSD, but the personal decision-making load on me as driver has been dramatically reduced while driving in urban and suburban areas as well as on high-speed limited access highways. Data confirm this as my pulse is typically about 10 bpm lower when being aided by Tesla FSD. Getting to true FSD will be even more convenient and comfortable for everyone in the vehicle. In a surprisingly short time, an analog to being in a car with a human driving the car will be akin to being in a car with someone smoking.

  • @TomTom-cm2oq
    @TomTom-cm2oq Місяць тому

    This is a fantastic discussion and Sandy is ALWAYS great to listen to, but the sound is absolutely horrible!!!

  • @energywales
    @energywales Місяць тому +2

    sandy rocks👏

  • @cfjlkfsjf
    @cfjlkfsjf Місяць тому

    One day when people do these the device they shown in the past will be used where you can take out all sounds except the person talking and it will be crystal clear like they are talking to you even if the video says otherwise. It will also be on whatever language you want it to be.

  • @1voluntaryist
    @1voluntaryist Місяць тому

    I'm surprised Toyota was listed as #5 in 2030. It is too late for my favorite car maker. I have driven Camry V6s for about 30 years. My Honda Civic was the best small car. But, I expect to take delivery on two Aptera's in 2025. Bye, bye legacies, it was nice.

  • @MrRoadWorrier
    @MrRoadWorrier Місяць тому

    Thanks for not being a fascist.

  • @MrGMawson2438
    @MrGMawson2438 Місяць тому +2

    Toyota and BMW are wanting to go all Hydrogen 😆

  • @davidkendall2272
    @davidkendall2272 Місяць тому +3

    I think 50% EV/Hybrids by 2030 is on low end. Look at Norway and China as examples of EV adoption potential. No-one wants to buy ICE vehicles in Norway and they are the standard for EV adoption I want to see enacted Worldwide. Toyota is still pushing hydrogen options and I seriously doubt their viability given their resistance to going all in on EV adoption. Hybrid are not the answer and looking at fires in cars, EVs lead at lowest (< 100), followed by ICE vehicles (1400 +), followed by hybrids as highest (3,400+). Not even close in picking the vehicle that is the most fire prone.

  • @doug3691
    @doug3691 Місяць тому

    Good panel!

  • @IDNHANTU2day
    @IDNHANTU2day Місяць тому

    Did anyone count how many photos the lady on the lower right of the screen take? Many photos of the same scene. I wonder why. And what will she do with them? Print them and cover her wall?

  • @MrGMawson2438
    @MrGMawson2438 Місяць тому +2

    Geely

  • @michaelyoung2188
    @michaelyoung2188 Місяць тому

    I thought that the Silverado EV was one of the best of the lot for working trucks.

    • @MH-Tesla
      @MH-Tesla Місяць тому +1

      Maybe, but if they don't sell any, it's mute. And since they just slap a massive battery on their traditional truck, they are losing their shirt on every one sold, so they are motivated to only sell enough to claim they have an EV truck.

    • @Dularr
      @Dularr Місяць тому +1

      I don't think they will ramp production.

  • @nossiplays
    @nossiplays Місяць тому +1

    "It's probably fair to say Tesla's dominance is going to shrink"
    Haha this isn't going to age well.

    • @john_hind
      @john_hind Місяць тому +3

      Yea, and even if Tesla's market share does shrink, that does not necessarily mean they are not going to be one of the top five!

    • @voice4voicelessKrzysiek
      @voice4voicelessKrzysiek Місяць тому +2

      @@john_hind I'm with you. However, I'm certain Tesla's market share will shrink in the future. At the same time, they will be the most valuable and successful company in the world.

    • @john_hind
      @john_hind Місяць тому +3

      @@voice4voicelessKrzysiek It also just occurred to me to ask 'share of exactly what market?'. Tesla's share of the electric car market will certainly decline, but that still leaves room for their share of the overall car market to grow because the ICE and hybrid market is all up for grabs on that timescale. Also I think there was confusion in the discussion about whether they were talking about the Canadian, the North American or the World market.

    • @longmuskox4194
      @longmuskox4194 Місяць тому +2

      *To accelerate the world's transition to sustainable energy.*

  • @sailman1727
    @sailman1727 Місяць тому +2

    I stopped watching when she talked

  • @MegaWilderness
    @MegaWilderness Місяць тому

    If you're mystified by hybrids just consider F1 racing to clear your minds

    • @bluetoad2668
      @bluetoad2668 Місяць тому +2

      F1 , yeah,very relatable for the average motorist. Most teams represent a legacy ICE manufacturer.

  • @Joe44944
    @Joe44944 Місяць тому

    I don't know what this poor lady is doing there sort of debating with the likes of John Gibbs dr. know it all and the great Sandy Munro, really. She seems uneducated in the field of EV's, imo.

  • @Shawn-o4z8y
    @Shawn-o4z8y Місяць тому +3

    Who is this Chinese granny?

    • @longmuskox4194
      @longmuskox4194 Місяць тому +2

      Another out-of-touch journalist. Look at their poor track record for EVs from 5 years ago. 🤦‍♂

    • @1519Spring
      @1519Spring Місяць тому +1

      Bought and paid for shill beholden to advertising dollars. Bonkers list otherwise!

  • @appl314
    @appl314 Місяць тому +2

    Haha, i dont like the current prime minister, and i didn't like his dad either....me either..fuddle duddle

    • @Dennis.Delfina
      @Dennis.Delfina Місяць тому +1

      Yup...he needs to go . Justin we had enough of you.

    • @longmuskox4194
      @longmuskox4194 Місяць тому

      Then vote, you apes.

    • @longmuskox4194
      @longmuskox4194 Місяць тому

      Start voting, and stop whining.

    • @appl314
      @appl314 Місяць тому

      @longmuskox4194 Sorry, but you have to wait for the election to start voting...

    • @longmuskox4194
      @longmuskox4194 Місяць тому

      @@appl314 Those who whine the most, rarely vote. I suspect you're one of those people...

  • @davidpearn5925
    @davidpearn5925 Місяць тому

    Adults are supposed to be intelligent...... so what happened to Sandy ???.

  • @Dularr
    @Dularr Місяць тому

    Really you need to separate this out. It will be Californa and the rest of the United States. Toyota Hybrids, Ford F-150 Hybrids, Ford Lightnings, GM EVs, Kia, Tesla.

  • @josephlemieux5909
    @josephlemieux5909 Місяць тому

    This is an embarrassing video. Outdated, emotionally charged and short-sighted.

  • @Gangstabilly
    @Gangstabilly Місяць тому

    The cheque from the CCP cashed. Thank you, Mr. Munro. We know exactly where you stand.

  • @MegaWilderness
    @MegaWilderness Місяць тому

    Tesla can also be considered a Chinese brand

    • @juliahello6673
      @juliahello6673 Місяць тому +2

      Why? All big automakers have factories in China. At least they used to….

    • @longmuskox4194
      @longmuskox4194 Місяць тому

      @@juliahello6673 Tesla is the only foreign manufacturer to have a 100% owned factory in all of China. All others require a Chinese partner to have a factory.

  • @buddy1155
    @buddy1155 Місяць тому

    Sandy Munro does not know what he talks about.
    He once said:"Norway has so many EV's because it has no car industry and as such no incentive to keep buying ICE".
    ps. Norway is after Russia the largest oil producer in Europe.