See How Much OEMs Spend on R&D; BMW Runs Robots Faster w/ 3D Printed Parts - Autoline Daily 3819
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- Опубліковано 15 чер 2024
- Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vechicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings snd new car reviews.
0:00 Stellantis Pays Dealers to Order New Cars
0:55 2024 Sales Incentives More Than Double
1:23 Lucid Drops 400 More Empolyees
1:42 Tesla Cuts Model Y Production in China 20%
2:29 Tesla Needs Styling Updates
3:57 What OEMs Are Spending on R&D
5:05 Volvo Truck Tests Diesel Engines Running on Hydrogen
6:14 BMW Uses 3D Printed Parts to Run Robots Faster
7:43 VW Clubsport is One Wicked Hot Hatch
8:23 J.D. Power Sees 1.6 Million U.S. EV Sales
Story Links:
- Stellantis Pays Dealers to Order New Cars: www.wsj.com/business/autos/st...
- Sales Incentives Double: www.autonews.com/sales/why-ne...
- Lucid Drops More Employees: www.bloomberg.com/news/articl...
- Tesla Cuts China Production: www.reuters.com/business/auto...
- Volvo Diesel Engine Runs on Hydrogen: www.volvotrucks.com/en-en/new....
- BMW 3D Prints Robot Parts: www.press.bmwgroup.com/global...
- VW Golf GTI Clubsport: www.volkswagen-newsroom.com/e...
- AAH with Elizabeth Krear: • Struggling To Sell EVs...
- To read the transcript for today's show click here:
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Examples of timeless fashion: Porsche 911, Volkswagen Beetle, Mazda Miata, Ford Mustang, and blue jeans. They’ve evolved but never lost their essence.
Cool is cool. All those things stay the same and we grow out of them as we get older. Things that grow with us, sadly are the reason they are not cool 😂
yup and those vehicles sell like hot cakes, dont they? Also the only vehicle Tesla made iconic like that is the cybertruck, the rest are forgettable for most consumers.
@@fierbunnies13 they need a halo product in the roadster imo. The Cybertruck timing was just really bad. I think it would of done much better had it been released during the height of the tech-positivity pre Covid. 'Tech' is no longer cool
Agreed!
@@fierbunnies13 Volkswagen beetle: in production for 65 years, sold 21.5 million cars. Porsche 911 introduced in 1963 evolved almost imperceptibly from year to year, still in production. Ford Mustang sales rebounded after returning to original concept. Mazda Miata: again, gradual evolution. Levi’s need no elaboration.
There's still TONS of pent-up demand, but not at THESE prices.
Right! At these prices it becomes much easier to keep the old car running.
while the rest of the world can enjoy better and cheaper car.
Bingo! I was going to make a comment saying go back to 2020 prices and all the pent up demand that dates back to then will turn into sales.
@@NikMoline
That will never happen. There was significant inflation since then, which means he USD worth less, which means stuff costs more USD even if their "real" cost is the same.
The exception is Tesla, they can offer similar prices even with inflation, because they reduced the cost of manufacturing that much.
Cars are lasting longer and new cars are overpriced. You get to a saturation point when more cars and trucks aren't needed.
All true, and what's crazy is that instead of selling all this excess inventory at a price people can afford they are just going to write it all off as a loss and send them to the crusher for a tiny percentage back!
@@anydaynow01 Wall street & corporate America is driven by greed! 💀🤑☠
Yeah, we typically keep a car 10-14 years, finally updating when the repair costs become more painful than swapping it out.
you must be talking about 1 isolated country.
@@davidmccarthy6061 Yep and even if a car needs a new engine and transmission, or new high voltage battery, that's still a drop in the bucket for what a new vehicle would cost. Plus with all the how to videos out there, online service manuals, cheap specialty tools, and online parts ordering most repairs can be done in the driveway on a weekend afternoon for a fraction of what a stealership repair department will charge.
I like when companies keep their design language. Compare a 5 year old bmw and Mercedes. In a Mercedes it’s very noticeable that your car is not the newest 😮
If the new GTI has an electronic parking brake… then it’s a violation of the GTI recipe
John, something I have at odds with the current assessment. Supposedly buyers are unable to afford the new vehicles due to rising prices and high interest rates. If a company, such as Tesla or Toyota, were to increase the cadence of exterior styling elements just to stay fresh such as the Hyundai example you cited they would have to either eat into their profits or charge more. Ultimately buyer's wallets will determine what choice they have made - whether to go for styling or cost...or somewhere in the middle.
Hyunai's new Santa Fe looks like a poor man's Land Rover Defender (even Throttle House joked about this repeatedly). Clearly they're spending more on their style and aesthetic department having poached all those European designers. Interestingly they have a low R&D budget despite them shooting up in the ranks for global manufacturers.
You speak my language! While I agree that the car industry is like a fashion industry, it speaks of the superficial and not the substance. It is a kabuki theatre for the weak ones. Tesla is perfectly positioned to withstand the recession, but the reasons their sales are lower is the overall economy, not their designs! Here is my comment I posted earlier:
3:26 no way looking stale! If I'm angry about something lately, they are the changes for the sake of changes. The same stupid thing as when you get a new toothbrush - each looks different, new gimmick to confuse us, yet the functionality stopped improving long time ago, only the price went up. Tesla design is timeless. Would you recommend design change to Porsche 911? That would be the most stupid thing Porsche could do! Same for Tesla. Sorry John, bu this is an unsolicited advice for how to destroy a car brand.
Heard your comment on Memorial Day. Thank you for your shout out to our service members of the US military! God bless!🇺🇸🇺🇸🇺🇸🙏🙏🙏
Yes, especially to the service members who paid the ultimate sacrifice!
Autoline is the gold standard of automotive UA-cam channels. Thanks guys.
Just another groupie in my view.
A real journalist channel would not marry/prefer brands or technologies and would dig deeper into claims and not be “surprised” by the lies they did believe and then continue to regurgitate.
@@pepeshoppingIt's a shoestring operation, so it sometimes relies on articles from trade mags that are basically reprinting press releases. Even so, they give pretty good, broad coverage, and they have been very fair to EVs, considering the context and history.
Which brands are they favoring? Seems to me they've angered, and to some degree delighted, fans of most brands.
And, who is it that's giving this kind of breadth, plus the depth that you're asking for?
I’m surprised that Yellen didn’t call this overcapacity. You have overcapacity issues when your cars are sitting in dealers’ showrooms and are not selling well, not when you need to wait for few months for your cars to be delivered.
'Car industry is a fashion industry' - First memorable quote I've ever heard from John
Silliest thing I've heard lately - auto business is like the fashion industry.
Glad to see I’m not the only one not able to tell one Tesla from another, even less the year.. except for the CT, can’t miss this monstrosity
The CT development money would have been better spent on on design and improving the quality of their existing lines.
@@russh6414 -Quite a bit of Cybertruck development will be used on future cars - 48V systems, Eithernet ring networks, drive by wire, 120VAC inverter/outlets, and much more. Quality is already excellent.
Tesla is the best car company ever! No gas stations, No oil changes, No smog check, No corrupt dealership, No catalytic converter and as fast as a $650,000 Lamborghini.
Considering how out of date their cars often feel that VW R&D spend seems kinda wild.
the refresh of model 3 is just as big as model S and was more needed. Now the model Y are screeming for a update.
I think U.S EV sales will be around 1.3-1.4 million sales this year or around 20% growth. 1.6 million seams a little high imo
Just think how many they could sell if they actually built cheap ones and wanted to sell them.
There are some timelies designs but mostly carmakers need to update the looks to keep models fresh and relevant
"China will be the dominant global player in the transportation sectors of the future." ~Bloomberg Technology
Thank you political & corporate sell outs!
@@mrjim1973
It's not political, just an obvious fact.
So they're FUDsters when you don't like the message, and totally credible when you do.
I just watch about drugs R&D. many drugs in US were developed by Chinese company an US company just rebrand them and get billions profit a year.
Yep, just look at the "Made In" labels of goods in the average global household, somehow people think that line in the sand is going to be drawn at the most expensive depreciating item someone will own?! They are dreaming!
Someone please tell Porsche that it needs to radically change the 911 since it is in the fashion market. Lol
Great statement John definitely, the car industry is just a big catwalk
Happy Friday Have a good Weekend
Thank you
I had high hopes for VW in the EV world but they haven't made the right moves to make their EVs more compelling and the two announced EVs one delayed and the other has a summer debut. I may not like some features and lack of as well from GM but I got to give them props for coming through new EV options.
VWAG sold almost 800.000 BEVs last year, a lot of GM's volume is that Wuling mini EV.
@@schorriemorrie_04 I'm not talking numbers I'm talking options. VW has only one BEV right now where GM Chevy has three if you count the discontinued Bolt, plus they have that Silverado EV coming as well.
@@TheJ1sVW has ID3, ID4, ID5 ID7, and ID Buzz. They also have multiple models from Skoda, Cupra, Audi and Porsche.
GM has Equinox, Blazer, Lyriq, Silverado and Hummer. Plus a small fraction of Wiling Mini. (Do they have a Buick BEV in China?)
It's just that VW is not selling most of their options in the US, due to a combination of extreme fossil-head hostility in the US, and Tesla dominance of the US EV market such as it is.
By comparison, GM is technically "selling" the models listed above, but only in token numbers.
I'd have to look it up, but I think, in the US, the ID4 might be outselling all the current GM EV models combined.
Both companies have plenty of room for improvement, in offerings and in sales.
I think the styling update segment is very short sighted. If Autonomy does happen in the next 18mns what does it matter what a car looks like... consumers will not be buying... they will be renting.
I'd say Toyota would want to have a word with you about your comment that "the companies with the newest, freshest designs, always rise to the top."
He makes a great point about the car biz being a fashion industry.
Yep if people just bought cars based on logic, we would all drive a hybrid compact car or station wagon depending on if we have a family or not. Emotion and peer pressure plays such a huge part it can't be ignored when going after the big sales numbers.
The same point was made about cellphones when smartphones were introduced. "If every phone looks like a big screen, how will people tell you have the newest fanciest phone?!"
The answer is, they won't and nobody will care because they'll be busy using their smartphone's apps instead of staring at a brick plastered to the side of your head.
How many Santa Fe’s are they selling 😂😂😂😂
I don't know John if a styling change every year is warranted. Take for example the Porsche 911, the basic body design was the same for over a decade and porsche had no problem selling them. When owners of those cars were asked about the stale design they said that porsche worked on the important things under the body that nobody sees. The VW beetle was the best selling car for awhile and they didn't change the styling at all for multiple years and even when they did the 6th generation it was still heavily styled like the original.
John is an old thinker and he's wrong about autofashion - that's the past talking.
Affordability is #1.
John is onto something. Porsche and VW Beetle are anomalies in the industry. If you look at data from past models, you’ll see that sales tend to decline over time until a refresh or a completely new ground-up version of the vehicle is introduced. This trend extends beyond the car industry. For example, iPhone sales see the biggest bump when there is a significant difference between generations, such as between the iPhone 10 and 11. Many people want to differentiate themselves rather than blend into a sea of cars.
@@polo3433 Yes, a minority of car buyers are as you say but price is king now. Give me good, reliable, affordable transportation. The world has changed.
I think they need to spend more on alternative forms of marketing, IE selling the idea of what the car represents, heritage, wealth, speed, freedom, technology like presence in F1 for instance, how Red Bull works, or how Tesla can make such high margins on a tech-forward Toyota. In the same way that mens fashion always draws from military/sports clothing in some way, the car has to visually signal those values, an association which consumers can be primed with. I think this is something which many 'normal' cars trying to move up the value chain like Hyundai, Kia, miss. Identify what the target consumer finds 'cool' and ramp up brand partnerships and memetic marketing stunts in that domain.
A styling change each year in these times is a path to bankruptcy. How many years now have GM and Ford failed to reach heavy volume production of EVs even once? Let them make an acceptable, reasonably priced vehicle and sell them at a profit. That's how they can survive.
They can have it in any color as long as it is black... Henry Ford
I think you don‘t need a dramatic refresh. The market will change to EVs, so demand is huge. Tesla is positioned well even with only subtle changes. If the competition has fancy designs, but less range or power and worse software at the same price…. I will buy a model 3 or y for fsd, when it comes to europe.
I've heard about the allusive 'tipping point' and 'S-curve' for over a decade now, and yet it never materializes.
@@schorriemorrie_04 It will be gradual growth just like fuel injection was. Fuel injection was first introduced in 59 with a very high end Mercedes and wasn't till the late 80s till it became standard on 80% of cars. The first lithium based ev was in 2008 so it won't be till the late 2030s if it follows the same trend
@@schorriemorrie_04 it‘s just ten years. Things take time. But it will happen. Gas cars stink and make way more cancer and are more noisy. I am riding a bike to work, what are we talking about 😂 We always doubt in times when reality goes a slightly different way we imagined. But logical is a change to EVs. It is happening. Adoption is growing and many other major industry changes seem to start slow. So assuming this change is logically coming, I am relaxed and wait easily a year or two before worrying about EVs staying niche forever.
I got tried of "refreshes" that make a larger grill and add a new paint color and call it a new model with a new higher price. Purposlly done to make those that bought last year's model look old. ICE designs age poorly. Even the 2012 Tesla Model S still looks good. I prefer Tesla's approach to making meaningful improvements in the car's design so it's safer, easier to use and has more automation. I understand that scamy marketing by legacy automakers fools people into needlessly buying "new", when it's really just the same old with new lipstick.
This is the logical approach, but what Tesla doesn't realize is most folks aren't logical, and they buy with their feelings and how something looks, as long as the car gets them from A to B they could care less about having the latest and most efficient drivetrain tech. Like Jeep and pickup owners exist, and they still sell those ridiculous things in numbers Tesla could only dream of, and 90% of them will only ever see tarmac!
History and you are wrong now John. The automotive industry isn't a fashion industry anymore, it's a tech industry. Tech is the new luxury. Compete with tech or get left behind.
The new Model 3 is drastically different under the skin, it's more like a new model then a facelift. And while the design changes are subtle, they make the car look a lot better, and a more traditional.
Also, the Shanghai production cut is just a rumor AFAIK, not official. Berlin had multiple unplanned shutdowns due to terror attacks, and outbound logistics suffered on top of that. Fremont had trouble with the ramp of the new Model 3, for unknown reasons.
And according to the latest reports the .99% lease increased demand drastically.
It’s called sensationalism. Just get people raise their eyebrows disbelief. Another version of FUD
Model Y still looks great. It is not stale compare to non-Tesla, in my opinion. Model Y stagnate may have to do with the expected refresh rumors and talks. I am thinking to buy a MY but knowing a refresh that is coming dampen my conviction. Model 3 refresh is not eligible for the IRA and with the expectation that it will at some point should affects the sale...then the high interest is another hard pill to swallow for many. The recent uptake of MY orders due to 0.99% finance shows that to be the case, easier to swallow.
@@nguyep4 Model 3 refresh performance is - it is just due to the battery pack, that's why the other models aren't. Hopefully that changes soon. As for the Y refresh - I wouldn't wait on that, unless your plan was to buy mid next year or the year after.
Aerodynamics drive the shape of a Tesla. This leaves little room for changing the look of the vehicles. Any drastic change will lower the driving range.
Nice
I'm doubtful of those numbers for R&D. Only because carmakers have leeway in what expenses they include in R&D. Last time I checked Ford doesn't even have an R&D category. Rather it is RD&E. (Research development and engineering).
It’s the market. Automakers do not consider their buyers. If they price themselves out of reach of buyers slow down is bound to happen
It's now a fundamental truth that people are being squeezed to the limit.
You're right that price is the main thing about the main thing.
Not agree about tesla design. It's a wining design like an F 150 hasn't change much in 20 years
Jeep raised its prices significantly above inflation since 2020, it can reduce its prices to move volume if it wishes. Honda and Toyota did not raise their MSRPs by the same percentage as Jeep and is moving volume.
interesting news day
The TAM for EVS is the entire US auto market. The flaw in Ms. Krear's thinking is that she's working backwards from an arbitrary limit of 10% of market. EV sales grow as a function of production capacity, not some arbitrary 'segment' within the 16M. If US Automakers can produce 3M EVs, then 3M EVs will get sold, not 'just' 1.6M because she can't envision EVs being more than 10% of total sales.
I think Tesla should take their 3x platforms and run wild with them. Create 15-20 models out of them.
That's kind of what they are doing. 15-20 models would be excessive and counter-productive, but 3-5 is reasonable and enough to significantly increase their market.
that would run counter to their lean manufacturing cost-first approach but I agree as a luxury brand they need some exciting fresh ups
I think the multi billion dollar question is if they designed their platform as a platform. In other words can they easily put different models on the foundation. It’s such an obvious thing to do. The fact they aren’t doing so implies they didn’t design for flexibilty. Or if they do have that ability, it’s mismanagement at the highest order that they aren’t executing on it. Neither is a palatable choice. The Tesla mystery continues.
They can't, if they ever can. Tesla does need a CUV, priced affordably, but they just don't have the line capacity. Adding a bunch of models takes dozens of factories which only the big boys can do.
@@davidmccarthy6061 But they have the money to do so. I feel they could add a factory/capacity if they actually had a model to sell. So those decisions need to go together. My suspicion is that the factory issue is a design issue. And their sales are slowing/cratering. So one could make the argument they should be adding models/variants just to keep current volumes and/or improving profit margins. The glory days of youth are gone for them. I think people forgot how hard it is to maintain a car company. You have to do so much investment to maintain what you have. Tesla never learned that lesson. Every dollar they invested so far has yielded growth and they aren't used to having to invest just to maintain the status quo. I honestly don't even know if it's an issue of the price point. There is plenty of volume in the US/Europe these days at $50 - it's really not far from average today. But there is a limited supply of people that are okay with driving the exact same cars that their neighbors have/have had for 5 years. I mean, they don't even do the most basic things like introducing a new paint color every year. They have a lot of growing pains ahead to learn the basics of auto industry marketing. They could avoid it for a while when they were young and hot. But everyone gets to middle age at some point, and then you have to do the blocking and tackling.
Guy is comparing Tesla and santa fe 😀
The Santa Fe started out with ugly styling, and slowly improved to the point where it wasn't being beaten up with the ugly stick The Tesla started out with a good design that is still attractive today, and only needs minor tweaks.
@@mikedx2706 exactly. 👍 well said
Maybe only a Tesla fan can spot the difference between Tesla versions but anyone can tell it’s a Tesla they’re looking at and not a Ford/GM/Stella.
When will the Korte Principle or the Wilte Clause be used?
If they can get past their foolish stubborn ways, Tesla can unlock more sales by making even relativity small changes to the Model 3/Y, for example… offer the option of a HUD, don’t eliminate stalks, and offer Android Auto/Apple CarPlay.
Is this the clueless show? Did this woman just say Toyota as a player in compact EV’s? Do you not need any knowledge anymore to speak as an expert on issues anymore?
Get in any ICE vehicle with no over the air updates and you’ll quickly realize it’s like using Windows 3.1
A car only has to drive from A to B!A basic Nissan Versa manual for 18k does the job!
Outdated Styling: Styling is a luxury feature, not a function. If you're worried about what the outside looks like, you're paying attention to the wrong things.
My brand new Samsung S24 looks just like my old S22 which looked just the same as my M1 from a decade ago. The last time I had a cellphone that looked different was 10 Android versions ago, because it had a physical keyboard.
Luxury cars need 'styling' to distinguish themselves from everyone else. Most styling just serves to increase drag and lower efficiency. Tesla is working towards mass-produced commodity transportation. When the product is the transportation and ride experience, not the status of owning the newest model, styling is irrelevant.
How do all these big companies spend so much on R&D when Tesla is the only one doing the best innovation
Be careful a out styling… some buyers want theBEST in mfot and tech just changing the looks is for the peasants
If 10% of the cars and trucks sold are EVS, and the 17% of the market is compact crossovers rav4 sized things, it does not mean you can make 10% of 17%.
It's not a given that the compact crossovers have the same% of EVs as the full market.
Come on people that's basic logic. You can do better.
Hydrogen won't work for cars and trucks for a 100 reasons. [look 'em up.] That's long been established. I understand silly diversions as a valid delay tactic, but don't get why they'd keep wasting good money on an obviously lost cause.
Tesla will not beat deliveries of 2023 for their 2024 period.
who would trust JD Power? only fools!
I'm waiting for the Tesla refresh because of better noise insulation, not really design.. If you make a great design then the cars last much longer.
Hey! Hydrogen powered semis…GREAT IDEA! Ummmm wait a minute there’s NO infrastructure! Whoops! 😁😁
So why is the F150 such a big seller? How has it changed in the last 10 years? And the Volkswagen Beetle was a big seller for 50 years. The Porsche 911 has also had the same shape for years.
it has been thru 3 generations in those 10 years
Do foreign cars drivers, especially Japanese, commemorate Memorial Day…? That would be rich
Why? We defeated them in war, made them our economic and strategic allies and buy their often superior products. Thanks to our fallen and more importantly, not fallen soldiers.
@@tommihelich2613 What you call ‘allies’ I call an occupation force… or as they would say ‘Pearl Harbor didn’t work so we sent em the Camry’… don’t look for excuses, buying foreign is surrendering, your theory would stand if we ‘took’ their products not ‘buy’, that’s what victorious armies do, not compromising nor trading, we must not have the same definition of defeated, cause when I spot all of em rides, I do feel defeated on my soil and I’m not sure the not fallen would subscribe to your line of thinking either. The lucky ones are those fallen, they don’t have to live to see what the country the fought for has become
@@taniabanes4707"buying foreign is surrendering" that's deep. and wrong. it's free market, buyers are free to buy what they want, wherever it came from.
@@YSKWatch Freedom don’t come free, it’s something you earn and definitely should not be taken as an excuse to make the poorest choices possible. I’m not asking the impossible, such as demanding from foreign cars buyers to grow smart or become good persons overnight, just for them to have the decency to stay home and keep low profiles when people thanks to whom true freedom still means something are honored, and not to claim that their sacrifices were made in the name of excusing their stupidity and selfishness
The American version of Memorial Day was born out of the Civil War. Most other countries in Europe go for the anniversary of the November Armistice in WW1.
Tesla starting to look stale? That's an understatement. Lucid made a mistake introducing a sedan first. Too bad. Hope they can survive.
If you want to buy a legacy car that is sure to look stale after 1 year, keep up with the scam of a new larger grill and paint color. Even Tesla's oldest cars still look better and fresher than 95% of legacy cars. Changing the visual design every year makes last year's model instantly out of date. Like Tesla, seems Lucid is not changing the look every year either (good for them), but they need to figure out how to make a profitable car.
@@tesla_tap I mean, I'm all for their superior tech and aerodynamics and all but even I have to admit their design language just doesn't impress, well at least outside of a few hardcore fans of the company. Pretty much a dowdy look only a mother can love.
Yeah I know they were chasing ultimate range numbers and all with the Air sedan but they really should have gone after the Gravity first for their mass market sales and leave the sedan as a 5 series / E-class competitor later on. But they have Saudi money, actual quality control, a good upscale interior design language, and some really good engineers so they will be fine for a while.
Oh Bullshit! The Tesla Model 3 looks great! Plus there were tons of improvements to the Model 3. Cars that are actually efficient and aerodynamic, are not fashionista vehicles!
Adrian making GM bean counters proud by never updating the platforms!
As John stated, Tesla fans will notice the subtle changes, the rest of the world just see's generic boring Tesla's. Perhaps a full refresh instead of inventing a niche FB unibody ego truck would have been a better investment.
@@russh6414 Subsidy King allergic to new platform R&D!
@@russh6414
Anyone notices the drastic improvements who drive one. It's not a fashion show, no matter what they say. Their opinion would carry more weight if the US car industry weren't declining since the 70's.
And it's not like Tesla is the only one struggling. Everyone does. How is it Tesla's fault, then?
@@bobbbobb4663
Are you talking about Mary Barra? Because GM essentially means "Government Motors" now.
Carmakers were hit by a ton brick called “baby boomers are retiring en masse”.
The US population largest and last contingent of people flush with cash is undergoing retirement. Given the outlook and their age behavior , they will hang to cash for as long as it suits them.
Add to the lack of freshness in Tesla M3 and MY that their stubbornness in placing everything in one screen and choice of interior colors, white or black. Yes it IS very conductive to reducing cost but not necessarily what many consumers prefer where I include myself.
The Model Y was the best selling car in 2023.
And The Model 3 just got a huge refresh.
And most people like the big screen, it's very practical. And more importantly, it allows Tesla to add features with over-the-air software updates.
And yes, it reduces costs drastically, which allows Tesla to sell the car to you for much less money. If you are not a millionaire, that's a big deal.
@@andrasbiro3007 I hear you but for some or many, and I include myself in that group, I do not see the changes as huge. In the end, just bought my first electric car 3 weeks ago and it was not a Tesla as I did not even consider it.
@@elmojito
Then you are absolutely clueless, because the changes were drastic.
And if you didn't even consider Tesla then your are exponentially clueless. If you are buying a car, you should first consider an EV, and if you are buying an EV, you first should consider Tesla. Objectively, if you aren't buying a Tesla, you very likely made a sub-optimal choice, by a wide margin.
For starters, charging sucks for any non-Tesla EV, especially in the US. If you are American, you will regret your decision very fast, because non-Tesla chargers are sparse and barely working.
@@elmojito
UA-cam keeps deleting my replies. I wonder if it's because I mention a certain car company? Let's see if it stays up this way.
Then you are absolutely clueless, because the changes were drastic.
And if you didn't even consider T*sla then your are exponentially clueless. If you are buying a car, you should first consider an EV, and if you are buying an EV, you first should consider T*sla. Objectively, if you aren't buying a T*sla, you very likely made a sub-optimal choice, by a wide margin.
For starters, charging sucks for any non-T*sla EV, especially in the US. If you are American, you will regret your decision very fast, because non-T*sla chargers are sparse and barely working.
@@elmojito
Then you are super ignorant, because the changes were drastic.
And if you didn't even consider T*sla then your are even worse. If you are buying a car, you should first consider an EV, and if you are buying an EV, you first should consider T*sla. Objectively, if you aren't buying a T*sla, you very likely made a sub-optimal choice, by a wide margin.
For starters, charging sucks for any non-T*sla EV, especially in the US. If you are American, you will regret your decision very fast, because non-T*sla chargers are sparse and barely working.
Is R&D money wasted? These companies spend 100 billion a year but nothing seems to happen, except for little development at new battery technologies at snails pace.
One has to wonder if Hyundai/ Kia isn't using a different accounting method. Can they really be spending so much less and getting such impressive results?
Well, look at BYD. They're getting a lot of bang for the buck too.
And it's not like they stole that EV know-how from Detroit. Look at how legacy OEMs are trying to link up with CATL and Leap Motors to try and get caught up with the Chinese.
We demand a totally different looks on the Porsche 911, shame on Porsche.....or maybe a classical look and small revisions is the best way. Those cars that totter changes all the time are totally unremarkable cars.
If the car industry is a fashion show, why was the model Y the number selling car in the world in 2023? And that’s their oldest looking model. New model 3’s are getting price increases because of demand. Just not sure the numbers actually jive with that take.
Pent up demand for EV SUVs combined with lack of other options. He also did talk about the sales drop in China and possibly the US so not sure if the Model 3 refresh is really helping here.
Another lie from Captain BK! Corolla outsold the Model Why by 400,000 in 2023!
Right on! Also, as FSD SIGNIFICANTLY improves, and many with FSd v12.3 able to do over 90% of the drives without interventions - with current progress, by mid to end of the year most people would be able to commute with 100% FSD driving. At that point NOBODY cares about how the car looks like - if it can get you to work and back without any inputs, all other cars would be similar to a horse and carriage (or actually worse since horses can "self navigate") 😂
Don't invest in overall design and quality and your numbers will come back to bite you
@@ranig2848 So FSD has been reduced to only 10% trying to kill me? Cool!
Overpriced product poor quality Greedy sales model wonder why?
If your theory is good about new design winning over buyers, how come the Hyunday & Kia are not selling that well?
3:26 no way looking stale! If I'm angry about something lately, they are the changes for the sake of changes. The same stupid thing as when you get a new toothbrush - each looks different, new gimmick to confuse us, yet the functionality stopped improving long time ago, only the price went up. Tesla design is timeless. Would you recommend design change to Porsche 911? That would be the most stupid thing Porsche could do! Same for Tesla. Sorry John, bu this is an unsolicited advice for how to destroy a car brand.
Insane! Stop focusing on the exterior, the cars drive themselves! Everyone that doesn’t copy Tesla will suffer.
Bullshit!
@@brunoheggli2888 on god get a life, my Tesla is sooo cool
The SantaFe example shows that the vehicle has gotten progressively larger, use a different example next time.
No surprise then, that Tesla is restructuring to focus on high margin and/or strategic products and services. Single customer personal transport vehicles will be taking a back seat, so to speak.
It's unrelated. Tesla has been working on self-driving and robots for years, and the underlying AI technology just recently reached the necessary level. And it's very capital intensive, so resources have to be redirected.
Dealers ripped their customers off to the Nth degree for the past few years. They deserve the sluggish sales they're seeing.
It's not just the greed of car dealers; the automakers have also incessantly kept raising new vehicle prices while interest rates were low because most consumers only only look at their monthly payment, not the total vehicle price.
Auto design is the only authentic art in this century.
You're wrong. Since being styled by computer there is no art left
@@MegaWilderness OK, good observation. I think I meant 20th Century which is where I still live. But there has to be some computers around here that are still controlled by humans.
Hello to ALL Automakers,Stop investing in R&D and LOWER your Price on ALL Vehicles.How's that for a thought.
No
@@brunoheggli2888 Why No?
As FSD is rolled out by Tesla, model refreshes will be a non sequitur
I wonder.
Let's say FSD reaches the point where a typical user can use it daily for over a year without a single intervention. This is only about 1/100th as good as it really needs to be, but for the sake of argument, let's say that's good enough to remove the steering wheel.
Once it reaches that level, how many years will it then take to get regulatory approval to go driverless (and non-geofenced) in the various markets where it is sold?
@@davidmenasco5743 this is a very good point for US approval, it will take 50 states approving the service and perhaps many other municipalities.
However in China you only need one person to ok the nationwide release
Tesla is different. It’s the ONLY brand that gets better AFTER you buy it. Buyers understand this. No amount of marketing can change this.
Tell that to those who lost their working Ultrasonic sensors in the bumpers because Adrian had another K binge! Same for radar!
@@bobbbobb4663
Tesla Vision is better then ultrasonics and radar. It beats even lidar.
And who's Adrian?
@@andrasbiro3007 Adrian is another sock account of babysmurf9000! Also, there is zero evidence that the current sensor load in any configuration is good enough to solve L5! More lies and deceit from Nifty Grifty!
@@bobbbobb4663
We have a Model 3’with ultrasonic and a Y without. Same to me. 🤷🏻♂️🤣
@@rgeniec Because babysmurf9000 deprecated the functionality! You enjoy a manufacturer taking away something that you were sold and was working!
Stellantis vehicles are VERY junky! Plus too EXPENSIVE!
2:33 Holy crud, it's almost like you guys are completely clueless that the Model 3 just received a significant styling update inside and out, on top of a lot of under the hood changes. The Model Y is getting that same treatment very soon. I know you SAID you know, but it seems like you really don't. Go park an old Model 3 next to the new one...the changes are significant.
significant? don’t be ridiculous, the changes are a facelift
@@Ianmundo A significant one. Headlights totally different, front nose much sharper, removal of aero venting, removal of fog lights...the rear end has more. It's significant when you see them in person, especially when an older one is nearby.
As John stated, Tesla fans will notice the subtle changes...
@@russh6414 They aren't subtle. People who aren't super knowledgeable on Tesla will probably see it and go "what was that?" When you have iconic designs like Tesla does, you don't radically overhaul them, you evolve them in significant ways that improve them, not just for the sake of doing something new.
@@user-to2rf1rj5v To the rest of the population its just another Tesla. Did they improve their fit and finish or overall quality?
3:09 so true. Tesla is boring, except Cybertruck which is kookoo.
Boring yes, but quicker than ice and handle like bmw at 1/3 the cost of fuel! Pretty Bork g to you not to owners
1. Is the 911 boring? It hasn't changed for decades.
2. Cars are not fashion accessories. At least for 99% of the customers, who buy what they can afford, not what they dream about.
3. Funny how you complain about Tesla being boring, and don't like the Cybertruck, which is actually different. Actually the CT looks very cool, once your brain gets over the initial shock. And with wraps it's one of the most beautiful vehicles. The flat surfaces impose very few limits on creativity. And there are already dozens of aftermarket mods and accessories, with much more coming.
If you believe the Model 3 and Y are boring, it’s likely because you see so many of them. I’m reminded of what Yogi Berra said about a popular restaurant: “Nobody goes there anymore; it’s too crowded.”
Why waste huge amount of money on redesign ???
Spend on R&D and you get to lead the pack...
New car buyers are not enthralled with car design ...
They want reliable and properly priced cars...
I seriously doubt Lucid will survive.
The Tesla design is optimized for aerodynamic efficiency.
Tell me John, how does Tesla change the design and keep the same efficiency.
The fringe early adopters who are willing to drive a car that looks like a fat catfish with the interior of a psych ward furnished by Ikea is drying up fast. Tesla needs to make better looking more visually engaging cars if they want actual mainstream sales.
The Model Y was the best selling car in 2023.
And all SUVs and crossovers look fat, you can't do much about it. Just compare the Mustang Mach-e to an actual Mustang. Not to mention the Porsche Cayenne.
Tesla 3 and Y look way better than the other cars with all their bells and whistles. Let the other companies chase fad and fashion, "styling refresh" Tesla will keep improving quality, lowering cost, improving range.
Were I live they are building a Tesla center just in front of all the other dealers. I can tell you everyone is talking about Tesla and will go there to ask questions and take a test drive.
It's looking like the other brands are doing a suicide in slow motion.
Note: how much you spend has in no relation to what you produce: check out Nasa and SpaceX as an example.
Chinese car designers are decades ahead in design
I'm not sure, Chinese cars still look cheap to me.
That R&D spend mostly shows how much R&D waste legacy has. VW spending over $20B for R&D with nothing to show for while Tesla spends less than a quarter and is revolutionizing the car industry with continuous innovation - as YOU have shown in your videos. Most brands are just dumping money into useless technologies like hydrogen, useless broken software and other nonsense. Look at the bottom line of innovation - not how much money is wasted.
Continuous innovation aka Infinite BOM's!
VW has far more brands and models than tesla. Everything from VW to Bugatti
The bottom line of innovation would be patents granted, and yet Tesla didn't make the top 300 companies with most patents granted in 2023, and that list is full of automakers and suppliers.
@@schorriemorrie_04 - Maybe that's because Tesla doesn't wait for years for a patent to be granted before implementing technology improvements. Tesla also gives their patents away for free, so less incentive for them to waste money on dubious patents (and most patents are dubious). I'd give them a badge of honor for not being in that list of 300 companies - as I bet most of the patents these companies make are worthless, but wastes a lot of engineering time that could be used in actual innovation.
@@tesla_tap Both the 'waiting for patents granted' and the 'giving away their patents for free' explanations don't make sense for multiple reasons, but most importantly, if you don't apply for patents, you end up paying for your own innovations because other people will. And not knowing which patents will become valuable is another reason to fill for as many of them. Both has-been companies Kodak and Nokia had/have amazing patents portfolios and can therefore be considered multiple more times more innovative than Tesla. Kodak sold for way too low, but Nokia is still making bank over those patents alone.
Tesla Headline News: Al Wang cooking the books in China! babysmurf9000 can’t handle a question from Biz Insider! Adrian now says no to tariffs!
But, but, but, wait Grifty McGrifterson sez Fully Autonomous Robo Taxi coming soon. Wait, I thought all Tesla's could be used as Robo taxis. Hmmmmmm....
@@russh6414 One million Robotaxis by 2020!
Tesla would have had two new popular models if Elon had let someone else take over.
Exactly maybe a lightweight midsized truck that could be sold globaly!
@@brunoheggli2888 Even a few more colors of existing cars would drive sales.
@@frankcoffeyNever forget selling cars is still selling emotions,just because they are electric doesnt change that fact!
Well said d
Tesla get rid of those stupid door handle and bring back the directional stock
The "stupid door handle" was the best selling car in 2023.
FORTY PERCENT OF PEOPLE STOP OWNING SECOND CAR, WHEN SIGNING UP FOR TAXI . TESLA TO PUT 5 MILLION SELF DRIVING CARS ON THE ROAD. TWO PASSENGER CYBER TAXI AT $0,50 A MILE.
Restyling isn’t going to help Tesla. People are simply not buying EVs. The early adopters phase has come and gone.
now the early majority is entering especially with new better value models launching soon
Meanwhile in reality, 80% of people are interested in buying an EV, according to a recent study. And that's up from 50% from a few years ago.
What people are not buying now are expensive cars. And most cars are expensive, because most manufacturers canceled their cheaper models.
@@andrasbiro3007 - Yeah…the operating word here is “interested.” Let me know when that 80% is actually buying EV cars.
@@donyakusa9187 doesn't need to be just gradual growth
@@donyakusa9187
It will happen as soon as the prices will be low enough.
Its called Bidenomics