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The EV Transition: How Bad Will the Bloodbath Be? - Autoline After Hours 647 | Robot Maniak

The EV Transition: How Bad Will the Bloodbath Be? – Autoline After Hours 647



TOPICS:
– How/will automakers survive the EV transition?
– What will happen with the upcoming UAW negotiations?
– What’s with all the job cuts? Do automakers see a downturn?

PANEL:
– David Welch, Bloomberg
– Joe White, Reuters
– Gary Vasilash, on Automotive
– John McElroy, Autoline.tv

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22 thoughts on “The EV Transition: How Bad Will the Bloodbath Be? – Autoline After Hours 647”

  1. These journalists have been bribed by Ice makes so long they got blind.
    GM will loose all China sales within 3 years after retreating Europe and RHD markets and become a sole US/Mexico car maker best case outside the top 5.
    Charging infrastructure will rise so fast as that market is exploding and just see Scandinavia or the US entrepreneurs are too stupid!! Open your eyes

  2. The EV transition follows well know adoption curves. Every planner in the automobile industry can already tell what the sales will be three to five years from now. There is no bloodbath here, just a typical technology transition.

  3. I was one of those 4 car households for 2 drivers. Sold the 2015 Audi A3 to Car Max for $10,500. Repair costs and insurance were too high. My next vehicle to go will be the 2007 Dodge Ram 1500 quad cab 4WD with 8' bed. 285,000 mi. Sits around for occasional utility use. For annual cost of insurance and repairs, I can rent a truck when I actually need a truck. My 2014 Cadillac Escalade with 98,000 miles is my wife's errand car and we will keep it. My 2021 Tesla Model Y is the family workhorse. I drive it 40,000 miles per per year. Only costs so far is one set of tires and one replace flat tire and damaged rim. Almost 70,000 miles now. The FSD Beta is working like a champ with recent updates, and the safety factor is unsurpassed. I was considering a Cybertruck but will probably wait until Tesla has an SUV to replace the Cadillac Escalade.

  4. The car makers are making one huge mistake. Tesla has the mass market, and there's no catching up. What they need to do is focus on one car model and one truck model period. Take Chevy, if only they went with an electric camaro same iconic design they would have beenflying off the lot! Specifically market!!

  5. Gary needs to stop. For over a decade everyone in the auto manufactures industry, the oil industry, the dealerships, the financial industry, the holy Ad. companies etc…., should I speak of SpaceX and the CEO have been putting pressure on Tesla. This is the main reason for Tesla's vertical integration. The bloodbath is because we have allowed the continued corruption of True FREE capitalism. NO INTEGRITY—- They don't want to compete, rather they want to control. Thank God there were activists that put their money where their lungs were.

  6. GM & Toyota had their chances and played stupid games. You know what they say, play stupid games win stupid prices. Honda, BMW, Nissan, VW, Mazda, stellantis, consumer says put up or shut up. These companies should not be bailed out tax payers funds.

  7. The consumers don't want it so stop trying to push it on them. I don't care how much you make them and push them on people that can't afford them. They don't like them electric grid cannot take it so why would you keep forcing it doesn't even make sense? It's just a government money grab that's all it is

  8. Careful… dont give Tesla TO much credit. Theyve only up-ended the entire industry and proved BEVS are superior and more cost effective/efficient. Somebody had to get the legacy autos "designed to fail for service revenue" business model thrown out. Tesla has done just that and union workers cant be protected when the products they make are inferior.

  9. 12:06 lol, what is he talking about? ICE cars catch fire alllll the time. WAY more frequently than EV's do. Do the research David. I was just on a long road trip and saw flames coming out of the bottom of a new looking Subaru as it cruised at 70mph down the highway. And how many brands have had to recall brand new cars due to fire concerns (looking at you Hyundai/Kia)?

  10. Great comment from David, Legacy OEMs announced eV plans to please Wallstreet. Absolutely true but now Wallstreet didn't follow. They will go back to ICEs. This is not serious . Hence why Tesla and BYD will take it all.

  11. I did my first camping trip in my F-150 Lightning last week, in very rural northern Wisconsin. I did it based on where I wanted to go, not on chargers. Then I planned the chargers, of which there was plenty of brand new 50 kw fast chargers, in Chevy and C-store parking lots, and municipal lots. 50 is a little slow for a fast charger, but plenty fine for recreational use, 60-75 minutes instead of the usual 20-30 mins at a freeway or city fast charger. So changing is getting there.

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