I am Tesla owner for the 2nd time, I had the 2018 Tesla 3 & I love it so I got the 2022 Tesla 3 & it much better car, I order on-line the Ford Lightning but they give me the closer dealer to my zip “Galpin Ford” and I start to get phone call from then 3 times a day, and one of the phone call was that if I don’t call them back they will cancel my order, so I did it immediately, with Tesla I went on-line I order my car and someone e-mail me to let me know when the car will be ready and my convenience time and date, so I guess Ford don’t do that yet separate between Ice & Electric cars… Thanks for the show I love it 24/7/365 keep doing the good job🙏

@taylorc2542

2 жыл бұрын

Dealerships are a blight on the world.

@rogerheuckeroth7456

2 жыл бұрын

@@taylorc2542 You mean "stealerships" 😂

@sam8307

2 жыл бұрын

I bought a Tesla in January 2022 the experience is a game changer. 6 - 10 clicks online and that’s it. No haggling, no dealer BS prices, etc etc. I’ll never buy from a dealership again

@gmv0553

2 жыл бұрын

You must not mind a car that rides terrible!

@gmv0553

2 жыл бұрын

@@sam8307 and a terrible ride to go with the price!

I hope John is right. I've been rooting for GM for 40 years and it's been like rooting for a continually losing sports team during that time. I hope this time is for real, but results matter a LOT more than a great sounding strategy.

@JohnPMiller

2 жыл бұрын

I hope that "rooting for" doesn't mean "investing in". GM would have stolen all of your money pre-2010 (no bailout for investors), then GM opened post-bankruptcy at $35.00 on 11/18/2010 and closed at $39.84 on 4/22/2022.

@williamcrowley5506

2 жыл бұрын

Keep rooting for them, they are still failing on an epic level. And I don't want my tax dollars going to bailing them out, again.

@youtubecommenter-on9kd

2 жыл бұрын

That's nice - you're probably a nice person, so I'm sorry - all of the traditional OEMs, however, will disappear within ten years. Maybe they'll find a niche market or two for a bit, and hold out an extra five years, but they're all behind Tesla and arguably China (though I doubt China and its near slave labor force will last another two decades, so... ) in so many important ways, and they will all fail to innovate quickly enough. That's not to say Tesla won't eventually die like Netflix seems to be, if some other startup can manage to nip at their heels for a while before innovating past them, but all the old automobile OEMs will go the way of Blockbuster. Museum stores and such.

Talk is cheap, I will believe them after they deliver the cars they promised in volume.

@dmitchellhomes

2 жыл бұрын

You will not have to wait long, I predict in Q1 2023 GM will be in a solid second place only to Tesla in the USA market, and by 2025 they will pass Tesla in the USA market. Tesla sales in the USA are not growing at a rapid rate, and they do not have enough product in different segments to compete on a larger scale, especially on the more affordable EV segment where GM is aiming both Equinox, and Blazer. GM says Equinox will be priced from the low 30's with 300 mile range, and Blazer will start about $5K higher also with 300 miles of range. We should see Blazer SS, and Equinox soon, as well as Celestiq.

@AllanSustainabilityFan

2 жыл бұрын

@@dmitchellhomes Tesla's 80 percent of the Cali market, and 2/3 of the US market, you would think it would make it easier for the legacies to collectively shrink that percentage way below 50 percent by now. But that's not happening. Lots of "says this" and "says that" but not much execution in reality. That's what matters on the ground. Nobody cares about "we'll catch up to (today's) Tesla in 5 years" claims, they've been saying this for years now, but the reality is that Tesla's lead is growing instead. TLDR: If Tesla's considered not "growing" by *any* contrived metric, then that simply just makes the legacies look even worse, doesn't it?

@DarkBrandon1

2 жыл бұрын

@@dmitchellhomes 😂 😂 😂 Tesla’s sales arnt growing in the US? GM is going to surpass Tesla in the US by 2025? 😂 GM has never built a profitable EV. Never. It’ll be great listening to their quarterly calls and reading their financial statements. 🆘

@dmitchellhomes

2 жыл бұрын

@@DarkBrandon1 Look at Tesla USA sales over the last 3 quarters, mostly flat, GM will likely pass Tesla is USA EV sales in 2025. You do realize Tesla just became net positive in earnings last quarter, they started in 2008, took 14 years to hit net profitability, meanwhile GM has been net positive every year since 2010. GM has been profitable all of the last 12 years, every one...

@DarkBrandon1

2 жыл бұрын

@@dmitchellhomes Tesla sold over 100,000 EVs in the US in Q1 2022. GM sold 457… Which was a 95% DECREASE in sales YoY. So you call Tesla sales flat, yet GM’s are down 95%. Good call 👍

Funny, I was imagining all GM's president sentences starting with ''Like Tesla started doing many years ago we will ....'' and these same sentences ending with ''... in 5 years''. There is a major market shift to EVs happening right now, not tomorow, NOW!. And China has already made the shift (eg.BWD). I hope for the best for GM but have little hope.

@davidtate7699

2 жыл бұрын

i agree Gm keeps kicing the can down the road they did in 91, could have been leaps and years before tesla could even start to walk.lol and look now there saying by 2040 they will be mostly elctric .lol they never learn we will be swamped with competitors by then tesla might be left behind a little but Gm will be dust

@bahamatodd

2 жыл бұрын

Luckily GM was right there with that shift in China. China's best selling EV is made by GM.

@thegameexplainer3861

2 жыл бұрын

Speed to market is the critical factor; you're right on that point. If the Blazer EV and Equinox EV arrive in 2023 as announced, GM will have a shot at gaining critical mass in the affordable EV sales race.

I like this type of info. It's like getting 15 minutes behind the PR info wall.

John, I really like that you included the historical context for this video. I too remember the “ElectroVette” announcement in 1979. GM Truck even made BEV trucks back in the 1910’s [I don’t remember that however 😀]. I would like GM to succeed, but it still seems like a long shot to me. VW is quite far ahead, not to mention BYD and Tesla.

The EV-1 wasn’t sold. It was an experimental car which was leased or loaned for testing the concept. GM took them all back. They didn’t want to sell them.

@julioalonso92

2 жыл бұрын

That interview was a waste of time no real tough question

@nc3826

2 жыл бұрын

the soft balled, interview was ok to post once... but reposting much of it, was just cruel...

@rp9674

2 жыл бұрын

Building a production EV when no one else was

@Custo911

2 жыл бұрын

@@rp9674 To be fair... hard to call EV1 a production car. Although with 1k units made, it technically qualifies... it was a test run and they decided to not do it as California laws changed.

@tonysimi5763

2 жыл бұрын

I tried to buy the EV1. I could not get one the waiting list was to long! They crushed the only car they made with a waiting list! GM deserves to DIE!!!

In Mary, I Don’t Trust!

I just love how some of the fanboys talk about the race is over. Hell it hasn't even started. When the top company is only leading in the segment that represents 2% of the overall sales that leaves 98% up for grabs. So there is plenty of market to be taken by many players.

What’s the battery production capacity of those three plants? When will they be complete? Do they have contracts in place to supply lithium, nickel, cobalt, graphite? Tesla has about 30% of global battery production capacity and they’re buying most of the other facilities capacity. Not saying GM won’t compete, I just question if they truly grasp the scale of their mission.

@dmitchellhomes

2 жыл бұрын

GM first battery factory Lordstown OH that has a nameplate capacity larger than giga Nevada, is in the process of startup now, some ops are running, others are still finishing up install.

@williamcrowley5506

2 жыл бұрын

Last I heard them forecast, they are looking at 500k ev's in 2025, tesla will be pushing 2 million this year. China manufacturers will also be well above that 500 by 2025. Gm has shown us nothing to be impressed by, and Marry is focusing on dumb ass catch phrases. Now I hope I am wrong, but they are on the back foot, and I don't want tax dollars going to bail their incompetence out.

@scruffy4647

2 жыл бұрын

GM is not new to the field. I cannot fathom any legacy manufacturer not assessing their future battery inventory and how it will impact EV growth. There are things that happen that is beyond there control like this recent covid pandemic.

@bahamatodd

2 жыл бұрын

GM has four battery factories planned for the US where the first starts production beginning this year and the others each consecutive year. Altogether they should have over 150 GWh of capacity. That doesn't even account for China which already has an Ultium battery factory. In the last year GM has announced agreements for every one of those materials you listed.

@dmitchellhomes

2 жыл бұрын

@@bahamatodd Just a small correction, in China GM is using CATL prismatic battery cells, but they fit in the same battery pack configuration and still the ultium platform

GM also did not "get behind" the Volt plug-in hybrid which they cancelled in 2019. We own two 2018 Volt's that get 42mpg on gas and have a 50 mile range on their 14 kWh battery......which is way better than most of the plug-in hybrids currently available.

@OneNationUnderGod.

2 жыл бұрын

Only reason we never bought a Volt as a run around vehicle is because of the dumbass backseat that only has seats for 2. We have 3 kids, so not being able to seat all 5 of us was the deal breaker. Still pisses me off because you could but a 1 year old Volt for around $10k, would have been the ideal cheap run around car for us.

GM saw the EV1 as a huge threat to the entire auto industry and to big oil. Legacy automakers deserve exactly what their getting. They have been selling garbage for a long time, the loyal customers deserve to be treated better. Now there are better options and legacy automakers will be hurting for decades

@howebrad4601

2 жыл бұрын

I have several GM vehicles and they are definitely not garbage. Both have been 100 percent reliable and well put together. I also own hondas, toyotas, Mitsubishi, and ford products and I will put my gm products up against anyone

Keep up the great work. You have indeed been covering the auto industry for a long time. Completely agree that getting top leadership to be as blunt and transparent about mistakes is not easy and your interview is pure gold to capture that. I’m not sure lay people understand how personally destructive admissions to “opportunities” like these could be. The fact that he could say that is representative of GM’s new structure and very positive. I wish all our American companies the best…and EV is for sure the future.

Didn't GM just announce they won't be replacing Spark EV batteries from now on, even on cars that are 5 years old with an 8 year warranty battery? This sounds like Bolt owners would have been left to sue GM if LG hadn't coughed up the billions for the replacement. Where is the NEW GM's sense of responsibility? Sorry, GM is still all hat, no cattle.

@jsteiger2228

2 жыл бұрын

Any automaker selling cars in the USA has to support the cars with parts for at least 10 years by law. Not sure what is going on with the Spark EV, but the customer base will be supported in some way. Maybe they will swap out remanufactured batteries if needed? Dunno.

@bradweinberger6907

2 жыл бұрын

GM has always been run by bean counters

In the 2012 movie "Revenge of the Electric Car" there's a brief scene where Bob Lutz (GM VP who developed the Volt) meets Elon Musk and afterward says "we're not going to be outdone by some Calif startup".... now that Tesla is kicking GM's butt, GM has finally decided to all in on EV's... too bad Lutz retired; he was probably the only guy in GM's c-suite who believed in electrification back then.

@OneNationUnderGod.

2 жыл бұрын

Today I learned a company that sells just under 1 million vehicles a year is kicking the butt of another company that sells 6-8 million a year.

They're skipping hybrids but they really don't need to but I guess since they sold behind they got to to try to get ahead of the EV wave I think the Chevy volt was a good car and they should have kept it the best of both worlds should have been just a tad bit bigger maybe Malibu size or even Chevy Cruze size hell change the name to Chevy Cruze they switched names around anyway and at the same time have a new line of all EVS which they're planning on doing anyway... But I feel like some of these companies are really "counting the eggs before they hatch " as the old folks used to say

Great Video, showed me some things. They delivered 500 BEV's in 2022 Q1. If they can do 20k this year, to get to 2 million by 2025 is 1000% increase in 3 years. They have 109 Billion in debt, and their car sales are going down every year. The Hummer is niche, the Bolt is dead and they talk more than they do. He is much better then Mary BS Barra.

GM sounds like an old guy trying to understand a computer. They don't seem to understand the changes they need for the whole solution. Tesla is the leader and they should try to copy. The recent video of their factory making the lyrics compared to Tesla's Austin factory is looking at 1980 vs 2022. The Ultium platform is not an integral body part unit so already behind technically, their manufacturing processes are old fashioned and I don't know how they will secure the cell supply needed. They don't have much vertical integration so depend on suppliers thus will always be behind. However, it is software where they have most difficulty. It sounds like they are thinking of the EV future like the ICE history. Plus they have the problem of stranded assets and a workforce that is not skilled for batteries, integrated circuits and software. They are going to struggle to be competitive and make any money. The top management don't really understand what is needed in my opinion.

@howebrad4601

2 жыл бұрын

Well at least they can assemble a solid, high quality body structure. The teslas I've seen and ridden in perform well, but the ride was awful, lots of tire noise, road noise and poor bump isolation. Not to mention tesla paint chips easily and the body fit and finish in terms of panel gap etc is awful. I have 80s era gm and Ford products that have nicer, more well built bodies than some of these teslas

@johnmqueripel2367

2 жыл бұрын

@@howebrad4601 I'm sure there will be old tech ICE's for you to buy for a while yet so you'll be okay.

I still question all this. GM has a lot of IC infrastructure that needs to be paid for. I also never liked the dealership model as a dealer mechanic nor as a GM engineer. Wish my old employer and their current employees the best.

I three years GM is going to be in 2.5 million EV run rate after delivering few hundreds in the last quarter and you believe them? As long as the management of GM isn't changing nothing changes. This video is not going to age well

@brunoheggli2888

2 жыл бұрын

Why should i dont believe them?The hummer is right on time so is the lCaddilac !I am guesseing GM will sell more evs then Tesla in 2027

@TheLastMoccasin

2 жыл бұрын

@@brunoheggli2888 GM has yet to manufacture an EV at scale and it's 2022. Neither the Hummer nor the Lyric will be made in any meaningful quantities (over 150,000 per year).

@AllanSustainabilityFan

2 жыл бұрын

@@TheLastMoccasin Yep, 1 Hummer in Q4 21 and 99 Hummers in Q1 22, that's not even comparable to the production rate of a typical hand-made "million dollar" hyper-car line.

@johnmalcom9159

2 жыл бұрын

HMMMM let me see....... Bolt back this year. Electric Cadillac ahead of schedule and out this year, Electric Equinox at 30K out this year nine months ahead of schedule. hmmmmm still the same????????

@TheLastMoccasin

2 жыл бұрын

@@johnmalcom9159 All that matters is production at volume (preferably profitably). That's it. Super simple. It's time for GM to do more building, and less talking.

Avoiding mention of SAIC invalidates your analysis.

@dmitchellhomes

2 жыл бұрын

SAIC has nothing to do with GM's North America business...

@AllanSustainabilityFan

2 жыл бұрын

Yep, even allot of GM's cars sold in the US are apparently tied to SAIC, allot of people don't know this.

GM definitely doesn’t have a head start over VW with 452k EV’s sold last year

@bahamatodd

2 жыл бұрын

GM sold about 500k EVs globally last year primarily in China. The coming ramp up of US sales will quickly add to that.

@shane2129

2 жыл бұрын

@@bahamatodd. That’s a joint venture with a price of $4200. Tesla has 30% margins which means they’re profit on each car is more than that tiny car and they don’t have to split it. The real threat for Tesla is the Chinese company BYD which will soon be #2 sales for EV’s worldwide.

@sipher3516

2 жыл бұрын

@@shane2129 What do Tesla's margins have to do with GM's EV sales vs VW?

@johnsmith-cw3wo

2 жыл бұрын

@@shane2129 “Repeat a lie often enough and it becomes the truth”... LOL - what 30% ? - Tesla revenue stood at $18.7 billion, profit $3.32 billion. - 3.32/18,7*100=> 17,75% margin

The 2nd gen Volt was spectacular, 53 ev miles, wish I would have kept but went with a fully bev

@AnthonyEvelyn

2 жыл бұрын

Yep the 2nd gen Volt was a damn good car, only spoiled by limited interior room, but a car that I wouldn't mind owning now to cut fuel costs. I know people that had gas go bad in their tanks.😆

@srobertskowronski3585

2 жыл бұрын

In

@dansanger5340

2 жыл бұрын

The Volt was the best PHEV by far.

@GH-oi2jf

2 жыл бұрын

They dropped it too soon, in my opinion. I’ve read that it had high owner satisfaction ratings.

@by9917

2 жыл бұрын

I had a 2017 Volt. It was mostly crap. Very little to like, but I was stupid enough to think the Bolt would be better. At least the Bolt doesn't have very dirty GM ICE.

Dear Mark and Mary. BEV tiny-truck please!!! I'll be patiently waiting to throw my money at it (and I've never bought a GM product in 65 years). If you can do an Equinox for $30K, you can surely do a derivative tiny-truck. Actually, my plea goes out to all OEMS. Not a Maverick, and not a Santa Cruz - those are bloated crew cabs. Somebody PLEASE deliver an electric J6 (the Jeep concept Jeep stupidly decided not to build).

@josen2088

2 жыл бұрын

Don't hold your breath. You'll probably just have to build one or import one on your own.

@nc3826

2 жыл бұрын

Scott from your lips to god's ears.... we can only hope.... but while we are dreaming..... I hope it will have a midgate too....

@rp9674

2 жыл бұрын

Chang Li

@sipher3516

2 жыл бұрын

Dunno man, think the chances are low. US buyers keep wanting bigger and bigger and the automakers are obliging them. I just don't think there is that much demand for an old S10 sized small pickup with a single cab and bench seat, and without the demand they won't engineer a product like that.

@nc3826

2 жыл бұрын

FWIW no one mentioned an "old S10 sized small pickup with a single cab with bench seat" so it's all good...

It is interesting that all the auto makers that had a public message of "consumers don't want EVs" in recent years are suddenly introducing a bunch of new EVs and strategy in 2022. They must have been working on this for YEARS while poo pooing EVs. They knew what was going to happen they just didn't want to detract from the sales of volume production vehicles. They even tried making the EVs they did produce ugly or weird in some way to keep them from becoming too popular. Toyota and BMW are STILL doing that crap. Looks at the black fenders and pathetic specs of the BRZ and those ugly light blue stripes on BMWs. I understood when they did that with gas cars to try to force buyers up the line to get a better looking car but there was no reason to do that with EVs because there were no nice looking more expensive models. All they did is drove shoppers to Tesla.

GM took the EV1s back after the $600/month lease and most wanted to keep them. GM had it with the EV1, launched during the olympics in Atlanta and 75/85 HOV lanes were in place. They had world wide attention and visibility on how it could be done. Still they killed the project amidst a public outcry and crushed most of them when the leases were up.

@GH-oi2jf

2 жыл бұрын

Not much of an outcry. There were only about a thousand in all. I never heard the outcry and barely knew the car even existed. The 1st gen used lead-acid batteries, like the electric cars of the early 20th century. Not practical.

I think it’s obvious that you don’t like Elon , and gm makes cars that are average at best. Corvette and some Caddy’s are the exception

Would have liked to hear what the partnership with Nikola Motors was going to look like and what GM was going to gain from that relationship. Also in 2017 when my father bought a gen2 volt. Salesman said gm was going to have 30 evs by 2020. Then that was walked back to say it was worldwide. GM has alot to prove from false promises even from the past 5 years.

@johnmalcom9159

2 жыл бұрын

You believe a car salesman?????

@bahamatodd

2 жыл бұрын

Nikola was a quick way to get GMs hydrogen technology into the market. Plus Nikola was paying GM to do it.

@ajaxa9

2 жыл бұрын

@@johnmalcom9159 I remember general motors corporate claiming 20 by. 2020

This is the new GM (mostly Chinese).

It could be better than I think. But I doubt it.

A 9000 lbs Electric Hummer, wow, your flexibility into obscurity with the Ultium platform is so impressive. 500 units this quarter ! Wow Techiom selling direct? Your blowing my mind now.

Yeah. It *could* be better than I think. Because I think it's pretty bad lol

Honestly it’s great that GM has a platform for different types of EVs but the skateboard design is nothing new. And I also can’t see them still waiting to scale up, or ramp up. These EVs should have been at scale this year at least. And they should not talk 30 EVs until they are all ready to manufacture. I saw a Rivian, two Mach-E’s, a Ioniq 5, and a Polestar 2, all at the electric car event today, all brought there by owners. It makes no since how GM can not have at least the Hummer EV and the Lyriq at scale and in owner’s garages by now in April 2022.

@howebrad4601

2 жыл бұрын

You have to remember that gm is a full line manufacturer with cars, cuvs, SUVs, and trucks that they all have to coordinate. Tesla for example makes what 4 or 5 models, none of them trucks? Lot easier for them to ramp when they have such a sparse product line

@sipher3516

2 жыл бұрын

The Ultium platform isn't just a skateboard. It's the motors, the pouches/packs, the BMS, the packaging, everything you need to propel a potential vehicle. It's designed to be chemistry agnostic and individual battery pouch modules can be replaced/upgraded with any chemistry (including new chemistries that don't exist yet). They aren't scaling up that fast now because they want to build their own cells and the plants for that aren't finished yet. They could probably have pushed for faster launches but would have had to outsource the cells production.

The strategy is good, but the products are not good, as they don't optimize the powertrain for each model.

@thegameexplainer3861

2 жыл бұрын

Actually, GM is optimizing the powertrain for each model. The Ultium battery cells can be configured several different ways (horizontal, vertical, layered, etc.) based on the power, torque, range and weight requirements of the vehicle. They are also going with several single and dual motor options based on the type of vehicle and desired trim level.

Alot of hype that will probably never happen. Most or all of their great ideas are things that Tesla has already implemented and been doing. Again, GM is trying to claim credit and ideas themselves as if they came up with it like BS barra did with moving the needle. Their battery modular idea means more costly modules then whole integrated packs which is where Tesla has gone after learning. So these oems are just making the same mistakes all over again. Ford and GM have not benchmarked the teslas like foreign auto has. They refuse to learn and keep making the same mistakes over and over. They should learn from history and experience. Same way their leader BS Barra lies and takes credit for things they have not done. Building an entire pack which can still be used in 2 vehicles like the 3 and Y and maybe more, means not making tons of different packs. Again, they are talking about modular packs for their dozens models which is also foolish because none of them are built at large scale. Tesla will make fewer great models and sell much more of them at scale and make more profit. Their ideas and planning for car models is just a continued stupid and less profitable model that the car industry has been dragging their feet with for decades. More of the foolishness.

This guy owns books as decorative pieces.

Reuss's description of how their BEV's are designed sounds fantastic... if it was 2002.

I got to to meet Mark a few times. He actually likes our EV tech

Great plans except I don't know how it will handle the inevitbale battery material shortages while Tesla eats it up and ICE sales collapse like it is right now. Sure, some of it is supply issues but EV demand is growing exponentially. After the next bailout they may have a chance.

@brunoheggli2888

2 жыл бұрын

Tesla has the same problems!Not emough batteries!

@denniss1211

2 жыл бұрын

@@brunoheggli2888 Not true.

@BobWoodHFL

2 жыл бұрын

@@brunoheggli2888 And this is why they increased production when all other automakers cut production?

@phillyphil1513

2 жыл бұрын

@@denniss1211 re: "Not true". yes true, Tesla can't escape the hard realities of the world like Global Pandemics. the Chinese required Tesla Shanghai to be shutdown temporarily and there wasn't a DAMN THING cry baby Elon could do about it, as such the same will apply to prime Nickel out of places like Russia.

@phillyphil1513

2 жыл бұрын

@@BobWoodHFL re: "this is why they increased production when all other automakers cut production?" like adults have wisely learned over the past 50-100 years, all good things unfortunately COME TO AN END (some quicker than others) and so it will be for Tesla. "Those who don't know History are DOOMED to repeat it..." - George Santayana (1863-1952)

I wonder if GM has a plan to pivot to LFP as its energy density improves. LFP has the advantage with cost, durability, safety, and raw material supply chain. Its main deficiency, energy density, is rapidly improving.

@johnmalcom9159

2 жыл бұрын

Tesla has already started putting LFPs in Model 3s built in TX

@bahamatodd

2 жыл бұрын

GM builds the best selling EV in China with LFP batteries

Other than this is a GM promo vid it's still good info (I watched the original already).

It always comes back to the fiscal liability overhanging the manufacturer > the dealership network. What dealer principal wants to replace his mini Taj Mahal display of ICE (maintenance dependent) vehicles with DIY EVs sold online ??? The dealership network model is the real elephant …….because it’s inefficient and costly.

I think gm should contract out to a company like Lucid Motors to help them make cells work in their platform as a hedge in case any issues with new battery chemistry, full speed ahead with new chemistry but have a high probability solution working just in case. I watched the video “Battery Pack | Tech Talks | Lucid Motors” how can you not trust Lucid Motors for technical knowledge, business ethics, and enthusiasm. It's a different world old EV work at gm is not the same as today's tech. Japan/Korea did an incredible job after WW2 understanding the state of the art in steel/autos then improving on that gm needs to adapt and not be too proud to work with others. Anyone interested in the above on Japan/Korea read “The Reckoning” (D. Halberstam).

Well, let the fight begin!! Whomever makes the better batteries, and electric motors wins. By the way, Autoline love the videos.

I bought a volt and love it. Im a GM fan and when the Camaro 2 door coupe EV speed machine comes out, im in

Great perspective, history and interview highlights in the video! Could say your in the club (and a slim chance in the Club Car too) by watching.

I still think GM was onto something great with the Voltec system. A Voltec 2.0 with skateboard design, Ultium batteries, and economical reliable gas or diesel engine can still work today. That said, GM has a whole host of breakout EVs in the works, and they will introduce them in shortly at a fast pace. GM also has a unique opportunity to truly reset themselves by bringing bespoke Pontiac and Oldsmobile EV/hybrid models with their own feel and power trains like what they have done with Hummer. My caveat with GM is their very dangerous and potentially fatal alliances with CCP approved Chinese companies who are LEACHING from GM's technologies and are planning to turn those tech against them. GM with their head's up their collective asses, do not know how vulnerable they are to the machinations of the CCP! The day is coming when all foreign companies in China will be kicked out and their assets expropriated by the Chinese government who are playing the long game against the US.

@jermainec2462

2 жыл бұрын

The goofy's at GM going to find a way to fuck it up... My faith in GM has been gone for years... Every time they have a good product they fuck it up or they discontinue it or is mishandled I still want a Chevy bolt Euv tho ... 🤦🏾‍♂️🤦🏾‍♂️🤦🏾‍♂️ But I might end up selling for the 2023 Kia niro or Toyota EV

@stephendoherty8291

2 жыл бұрын

China will welcome you as long as they can learn from you and overtime copy the designs and headhunt the trained chinese talent. Otherwise you are deadweight to their national strategy. Same for Europe or the US. The counter to that is you keep your trade tariffs open or we close ours and bingo no lucrative export markets to make the ROI.

@howebrad4601

2 жыл бұрын

Agree completely with your voltec comments And the ccp statement

@WestFortJacoby

2 жыл бұрын

I think they are jumping the gun too early by canceling the Voltec platform. They should have done something similar to what Ford did with the Maverick. The Malibu hybrid was basically a Volt that didn't plug in. That should have been the default for all smaller vehicles and then a PHEV option could have been offered for a next step up. EVs being their own ground up platform makes sense, but not offering a Voltec Equinox was insane. Also I think a PHEV drivetrain makes way more sense for trucks than a full EV platform.

Funny, you didn't trash GM in front of Ruess.

For me the unanswered question about selling direct is price. From what I understand Tesla save's 9~15% of overhead costs by not spending money on a dealer ecosystem nor sharing revenue with them. Seems like Ford is looking to keep that money for themselves the way Tesla does. Seems like GM will be at a price disadvantage with their traditional model.

One platform for a dedicated EV and GM s ahead? Lets then all forget VWs ID platform separate from the golf/mqb, reused by Seat-Audi-skoda. Toyotas dedicated hybrid platform ie the prius, bmws I3 platform used nowhere else in its ice portfolio, nissans Leaf (only used elsewhere in the partners Renault Zoe) and not used by any other product at the time. In the meantime, the purpose volt platform wasted. TESLAs platform used in the S and a shortened design in the 3. Yes building your own batteries is courageous but launching BEVs vs car show concepts is needed. I recall Mercedes is also doing the same and they have many EQ models already on sale.....

Between Mari Barra and Mark Reuce it’s sort of like bad cop good cop.

I would assume the development process is faster because no emmissions issues, no MPG issues to consider so less gov't regs to consider. Don't need multiple engines/trans mounts and the like. Less NVH as well. With an EV motor putting out 500 hp or such, one design can go in everything. One battery design thought the cell count may vary and all the bits can go with it. other than what, half shaft length the drive train is the same, computer/controls the same, etc.

I'm a huge supporter of GM's EV strategy, especially the 9000+ lbs Hummer EV! I can't say enough good things about CEO Mary Barra. There's nobody I'd rather have running GM. (I'm a TSLA investor.)

@zoransarin5411

2 жыл бұрын

I was gobsmacked reading your post until I got to the punchline. Laughing my head off. Keep up the great work John (also a Tesla investor)

Odds GM goes backrupt again?

@brunoheggli2888

2 жыл бұрын

zero

@bobwallace9753

2 жыл бұрын

IMHO, high. Maybe a new company that makes only battery powered vehicles emerges with the GM name. GM has to dump debt and their dealer system in order to compete with EV-only, direct sales companies. My guess is that GM won't survive the Chinese invasion. Unless the federal government subsidizes GM.

@AllanSustainabilityFan

2 жыл бұрын

They're get a taxpayer bailout again. Either that or get bought by SAIC, a large stakeholder that helped bail them out on the Chinese side of things back in 2009, at which point the relationship switched from equal share joint venture into a big spoon/little spoon situation..

Better late than never. GM will be instrumental to move the rest of the industry towards electrification. Let’s hope that they can deliver now and I really wish them success.

1:42 amazing, I had not heard of this Club Car loophole before 🤣

Even if GM has a platform, the software and battery technology is still way behind Tesla. Also let’s see how software support is as well. Have to remember that GM killed trollies and rail in cities in favor to push ICE buses.

What's disappointing about the messaging from GM is they are talking marketing and design while they should be talking about efficiency of drive train, watt hours per kilogram, software competency, and charging networks. I don't think they are looking like they can compete with companies like BYD and VW.

Car companies and dealerships need to get far more creative and evolve. Turn dealerships into mega sized fast charging stations. Turn them into parts/service stations. Turn them into wash and detailing stations. Turn them into company brand merch outlets that not only sell clothes and other small branded merch, but also sell company branded home charging stations; solar panels, power walls, etc. etc. etc..

I get that this channel has deep roots in Detroit but that is no reason to blatantly ignore the 21st changes in the auto industry to the degree that you do. Tesla makes in three days as many EVs are Ford plans to make in Q2 in three months. That's makes vs. plans to make. GM has had, until recent deliveries, every EV it ever made (Bolt and Hummer) recalled. The underlying assumption of your channel is that Ford and GM will be able to scale production based on 100 years of making ICE vehicles when GM and Ford have already proven that it is not as easy as they believed. I understand that rooting for the home team is a natural impulse, but in time your cheerleading will make you look less than credible. It's time to get firmly into the 21st century and smell the lack of exhaust gases from actually produced EVs. Best of luck. I have followed Autoline for years.

@DaBooster

2 жыл бұрын

They also seem to gloss over the fact that this autumn technology is a really technology designed by LG chem

@howebrad4601

2 жыл бұрын

Tesla makes a lot of vehicles but they are not a full line mfg and Tesla quality is spotty at best. I've seen horrible panel gaps on tesla that wouldn't pass final assembly quality checks

I'm bullish on GM's EV strategy, but have some reservations. I like that they recognized early on to think long term and really positioned their EV strategy around Ultium platform. The scale they are going to achieve with the Ultium platform is going to be tremendous and I do think GMs doing some really cool things on the technology side of EVs. My concern for their strategy is more around product and marketing. EVs are still in the early adoption phase with a lot of cool factor tied to it. This is where I think other EV makers have done a great job (Ford's Mach-E & F-150 Lighting, Teslas, Rivian, etc.). IMO the Bolt was a technically impressive product, but how they went about marketing and position the product was terrible. While the GMC Hummer's marketing has been a lot better, I don't get the same excitement out of the Silverado EV or Cadillac Lyric. I think GM needs to do a bit more on the marketing side to create than excitement for their EV products -- show what's achievable with their EVs that you couldn't before!

Mark should be speaking for GM, not Ms B. I don't believe either of them though.

Government Motor has no strategy on EV. Just look at Hummer EV battery weight of 3000 lbs. Just add more, no engineering or research required!

@dmitchellhomes

2 жыл бұрын

What is the Hummer WH/Kg compared to Tesla Model S plaid? Model Y? hint Hummer has higher wh/kg than those 2

@akira28shima32

2 жыл бұрын

@@dmitchellhomes Yea, I am still bitter that our stupid government gave GM $45 billions for free, while less than 5% went to employees the rest went to executives bonuses and stock buy back!! With high gas prices hopefully no one buys there profitable gas guzzlers and the government doesn’t bailout them again.

@dmitchellhomes

2 жыл бұрын

@@akira28shima32 you clearly don’t know very much about history, when GM was bailed out in the bankruptcy, The government was given a percentage of ownership, and the government had the choice of when to sell their stock and get out. The actual cost for the government was $11 billion, of which GM has already paid back in income tax since the bankruptcy. Not to mention, when the government needed ventilators manufactured quickly, they went to GM and GM got the job done in record time.

@akira28shima32

2 жыл бұрын

@@dmitchellhomes Yea, right!!! Hopefully, there’s not bailout this time around!!!

@dmitchellhomes

2 жыл бұрын

@@akira28shima32 I don’t hardly think GM needs a bail out, The business generates profits and positive cash flow every year.

GM is GOING to do this and GOING to do that. Legacy manufacturers resist change They lucked out with trucks and SUV's. Three years ago going all EV. Wow. Ford revived the Mustang in battery form. Sold out. GM has the Caady Lyric coming. It is a skateboard platform. Oh i forgot the Hummer....Ultium. Up integrated. 30 models 2 Million units. Great press release.

My problem with GM is with their history of lower than desired reliability. I'm also concerned about Honda using GM, with low reliability, to manufacture Honda cars.

@gmv0553

2 жыл бұрын

My 2005 GMC 2500HD had 684,000 miles on it when I sold it! Still being driven today by the second owner!

Too little, too late? Although I can see another bailout being an option to keep going....

Good for GM. I hope they succeed. I agree that Ford Blue and Model e doesn't make much sense unless Ford plans to dump legacy assets into Ford Blue and spin it off at a steep discount. Then Ford Model e would look more like Tesla. GM already pruned legacy liabilities during their bankruptcy and bailout, so they are a step ahead.

Another Autoline Network advertisement brought to you by Mary Barra.

It's a small point, but how fortuitous is it that the company is already called General *Motors* - a name that needs no changing whatsoever in the changeover to BEVs from ICE vehicles??

In your litany of GMs sordid EV past you left out when, around 2015, where Mary Barra tried to cut off Tesla’s suppliers by pre-emoting them.

I've owned a '12 Volt for the past several years and love it, it's the best car I've ever owned. I fully support GM's move towards all electric and plan to buy the new Equinox EV, as soon as it's available. Any auto manufacturer who plans to continue making ICE vehicles after 2030 will be heading to bankruptcy.

@robertpsotka3525

2 жыл бұрын

I disagree, there are a lot of people who don't want to stop every 200 miles while towing their toys etc etc to recharge an electric truck

@ultrastoat3298

2 жыл бұрын

@@robertpsotka3525 there’s not enough people like that to keep ice vehicles worth manufacturing. Economies of scale are going to collapse for ice vehicles..

@1:14" When sales turned out to be lukewarm" I didn't know the GM EV1 was ever sold, I do know many wanted to buy it ( the leased car)when GM wanted them back.

@divid3dbyZero

2 жыл бұрын

They sold 1,117 of them between 1997 and 2000. it was officially cancelled in 2002.

@aurelio-reymilaorcabal9669

2 жыл бұрын

@@divid3dbyZero sold or leased? The words make a difference,many wanted to keep their EV1 , but GM recalled each and everyone and crushed them, so the story goes, one exist in the Smithsonian if I'm correct.

GM built a factory for Valence technology from Henderson NV, together they built the EV Buick le sabre, it was a prototype with tremendous performance. To me GM let valence go bankrupt and then sold to lithium werks, who was sold recently. Still and all GM had a chance to lead in this sector in the early 2000’s but chose not to.

Well they get a lot of ink for doing nothing. Maybe that counts for something.

Needed a good laugh. Thanks man.

A lot of baggage! You know that’s right…

@1:15 The "sales" - they only leased them - of the EV1 were anything but lukewarm, it was actually popular, despite GM's attempt at re-writing history, which just makes it even worse: GM made the vehicle merely to satisfy CAFE requirements at the time, and at the same time was lobbying to kill those regulations. As soon as they succeeded in changing the rules they literally took those cars out of customers' hands and sent them to the crusher. You can see videos of those customers protesting with candles lit by the crusher, when was the last time we've seen anyone mourn a car like that? Especially a GM car of all things?

Nothing that was said inspires any confidence in them not trying to get a government handout to bail them out of their failure to plan ahead.

Talk is cheap. So are CGI presentations.

GM's EV strategy has to be better than I think it is. GM and Toyota both should already be leading the EV revolution, with the history they have. I expect GM to die as the company we've known. Geeley will buy the GM name and make it profitable.

@brotherdaveseattle2791

2 жыл бұрын

Of course you do.

Mark first of all (change is impossible when everyone has a Michigan accent) doesn't realize people hate dealers and electric cars need very little service as for better than Ford that isn't true of their current ice or electric vehicles the company has the worst full size truck on the market

@howebrad4601

2 жыл бұрын

I have an 18 Silverado 1500 and a 2020 Silverado 3500. Both are quiet, tow well and have been completely trouble free

I will believe it when I see it.

With the new electric silverado base model being available to fleet buyers only sets them back to the new F150

This is Johns second video hyping GMs EV plan. He is a fanboy of car that don't exist.

@BobWoodHFL

2 жыл бұрын

He needs to watch the Tesla Shanghai drone video with a Tesla rolling out the door ever 40 seconds. Real EVs driving on real pavement, not production "projections".

@bradweinberger6907

2 жыл бұрын

The cheque must have cleared

At least GM isn’t wasting time on the dumb idea of hybrids. Great thinking on their part.

@nc3826

2 жыл бұрын

RIP Volt... Shame they did not produce SUV and Pickup versions instead...

This video looks like an investment bank video for potential private placement investors! 😲

How is GM ahead? Didn't they only sell 25 EVs last year? Isn't Ford ahead of them with the Mach E that's sold out? How is GM skipping hybrid? Wasn't the Chevy Volt a hybrid? There's so many misfacts in this video.

@john1701a

2 жыл бұрын

Omitting both Two-Mode and Voltec is a huge misrepresentation of what actually happened.

@tesla_tap

2 жыл бұрын

Actually 26 in Q4 of 2021 due to a hold on the Bold. You forgot to add 1 EV Hummer sold! Ok for all of 2021, GM sold 24,828 Bolts. I couldn't find any other stats. Since the Volt has been discontinued, I think GM is smart going all in on EVs and skip the hybrids for the most part. GM seems to be on the right path. Far more than many other legacy makers, but still unclear how sucessful they will be. Lots of issues to solve, and these new EVs need to be profitable and reliable. When looking at GM so far, I thnk Ford is ahead slightly, Tesla way ahead, and Stellantis way behind. It will be interesting to see the markets shake out over the next few years. Plenty of market for everyone, if they can execute.

@bahamatodd

2 жыл бұрын

He's reffering to GM having a new ground up EV platform and battery factories. Those are beginning production now. Ford has a few EV converted ICE vehicles but their new EV platform and factories don't go into production until 2025.

@PanChod-ct7ou

2 жыл бұрын

@@bahamatodd so the Mach E is a converted ICE vehicle?

@sipher3516

2 жыл бұрын

GM Sold 516,634 EVs globally last year.

Long way from the Bob Lutz interviews. Where there's a will there's a way.

Did you not believe anything I hear from GM I remember when they first came out with that electric car and the mileage was going to be 50 miles then 4035 whatever I just think they're liars. I have an order in for the cybertruck and for me that's expensive but if I can muster the money I'll be happy to buy Elon musk not only because I think it's good but because he's buying Twitter

I really like John's perspective, nice to hear some real info from GM instead of motivational cliches, sounds promising. I'm fine with Bolt, if they can stay close that EV/$ level I'm good. I'll prob be checking the used market 3 yr later. This will be good for real people, as opposed to EV nerds and Tesla fanboys.

John is exactly right, GM is a new company. They have an uphill climb, but are at least moving in the right direction.

@Alexzw92

2 жыл бұрын

GM a new company? Tim black/Donovan you feeling okay?

@dmitchellhomes

2 жыл бұрын

@@Alexzw92 GM is a new company, both legally, in management. Since the bankruptcy, they have done nothing but make profits and positive cash flow, quarter after quarter, year after year. It’s OK for you to be a skeptic, but you don’t have to resort to personal attacks, to get your point across you can try to do it with a little intelligence, if you have any?

@Alexzw92

2 жыл бұрын

@@dmitchellhomes Tim/Don I was only asking if you were feeling okay… I was concerned for your well being..That’s all. I seem to of been mistaken for thinking that GM has been around for over 100 years, thanks for clarification on that.

@ajaxa9

2 жыл бұрын

@@dmitchellhomes If you follow their sales curve they will be down to zero sales by about 2026

@dmitchellhomes

2 жыл бұрын

@@ajaxa9 that’s really interesting, I just listened to their earnings report earlier today, and conference call where they said the sales in 2022 will be 25 to 30% higher than 2021 in North America. Right now, GM’s problem is not demand, it’s parts supply.

Wonder what the resale value of a 10 year old GM electric vehicle will be. Just thinking

Mark Reuss vs Marry Barra. They are playing bad cop - good cop it seems. One is outright lying to everyone and attends conferences and the other one is frank (more or less) about the situation. Still a long shot as to what they had to do. They *started* 3 years ago lol

GM can't make an ICE vehicle. Anybody that buys a recent GM vehicle in the past few years like me have buyers remorse. Just look at the recalls and problems with the 8 speed transmission. I don't think that they have any engineering leadership that focuses on details and it shows in the products. They need at lest 5 years of favorable vehicle reviews before I buy another GM product. Yes, picking up the engineering pace suggest engineering details will be overlooked. Also, remember who had to bail them out of bankruptcy.

It’s not about a new fashion……it’s all about elimination of the tailpipe from the city streets. The tailpipe is dead………it’s over !

I hope GM's decision to use large pouch cells for Ultium doesn't come back and bite them (Elon Musk warned against the inherent risk of using large pouch cells). They may not survive another battery fiasco.

GM is the last company I'd take seriously. They'd rather spend money on lobbying and buying praise from Biden than actually doing anything.

I like Autoline, but trying to get some mileage out of a failed " not live" interview with Mark Reuss. Softball interview. Ultium is already not best in class, the Equinox being assembled as an EV at an old Ontario plant, and all the while GM China ie SAIC is beginning to fail. GM is talking about 2025 and Ford is ramping up for 2023. And Mark Reuss not once indicating any benchmarking already achieved by Tesla. GM may have 50% new staff, but other the other 40% waiting to retire soon ?

10:39 Was that ever explicitly stated? Everything I've heard from GM has stated that Honda is "licensing" GM-LG's Ultium technology; however, I haven't heard that GM was actually building the Honda EVs or counting them as their own production. Essentially, Honda is still building the vehicles, but they are only buying key components from GM. The 2 million EVs would be in addition to anything Honda builds with GM-sourced components.

@dmitchellhomes

2 жыл бұрын

GM is building the Honda Prologue in Ramos Azipe 2, starting 1-8-2024, and an Acura model off of Lyriq in Spring Hill starting 3-4-2024, Honda will return the favor in 2027, building 5 small crossovers for GM in their Celaya factory.

@newscoulomb3705

2 жыл бұрын

@@dmitchellhomes Thanks! Good to know.

@dmitchellhomes

2 жыл бұрын

@@newscoulomb3705 No problem!

@sipher3516

2 жыл бұрын

I expected the details of the announcement to be a licensing deal but after reading it, it says that GM will manufacture the Honda/Acura vehicles in GM's plants, but to Honda's design and technical specifications. I was honestly quite shocked when I found out. Seems like Honda would be more interested in just the platform and to trust in their own manufacturing process, but maybe GM has some special sauce here after all.

@dmitchellhomes

2 жыл бұрын

@@sipher3516 Yeah, this buys Honda time. GM already has the factories set up, and EV supply chain, so it’s much less expensive to hire GM as a contract manufacture for the cars. Starting in 2027 Honda will manufacture five different small EV crossovers for GM , returning the favor. The numbers Honda has ordered or quite large on these EV’s, for instance the Honda Prologue, they have ordered GM to build 70,000 per year.

Go back to the board room and talk and stop copying Elon talk from home. It’s unfortunate that one man had to show the world that EVs is the way to go.😢 Never ever will i by GM ever again. Third Tesla on order now for our company and will buy only Teslas.

@brotherdaveseattle2791

2 жыл бұрын

Your hysterical. Calm down

@howebrad4601

2 жыл бұрын

Ev is the only way to go huh? Ok, I need a vehicle that can seat 5, pull a 25000 lb gooseneck trailer and can run 750 miles per day. Also where I live it is commonly minus 30 Fahrenheit at night in winter. Which ev is "the way to go" for me?