How GM Will Go Bankrupt, and Does Ford Have a Chance?

0:00 Intro
0:25 GM
1:23 More Teslas
3:15 Legacy Share
4:21 Economies of Scale
5:58 Ford
8:07 Supply and Demand
8:42 Other Competition
10:03 New Ford
12:28 Summary

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This video is meant for entertainment purposes, not Tesla stock investment advice.

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[telocity]

After the crap GM pulled with their first EV before Tesla, I hope the EV market crushes them. Short sighted robber barons.

[eugeniustheodidactus]

GM's massive military contracts will likely keep them afloat. Yes.... one way or the other.... they will survive off the backs of the US Taxpayers as they have done.

[zappos]

Mary’s comment about beating Tesla mid-decade seems almost criminal, she can’t believe it herself

[henryD]

I have to say that I agree all you're saying. This is from an 80-year-old who picked up a model Y this March. It's the easiest car in the world to drive and I've driven quite a few. And that's with FSD not available yet.
Still waiting....

[neilbrideau]

Lee, you don't need to beat on GM, they are doing that just fine on their own.

[billsElitetrucking]

Don't put all your eggs in one basket, diversify your energy  sources for electric  cars  and trucks, ..  or your company  is going to go bankrupt

[wotireckon]

Great video Lee - predicting how the S curve plays out is always fascinating. The main thing is the S curve is playing out, thanks to Elon.

[Mrbfgray]

My concern is for more bailouts, let the darn market work Washington! The best part of F and GM extinction events is the effective end of the UAW mafia.

[johnreese]

You did a great job getting some "Real" facts out there! Great video, thanks!

[nguyentho]

The only reason Mary gets away with her prediction is because it is still so far away. If there is a way to pressure her to provide a near term prediction or a break down year by year plan, it will definitely show her BS.

[barbaraconsulting]

"You did it, Mary. You lied, and it matters."

[whowhy]

Mergers are hard even for successful healthy companies. Merging two failing companies is guaranteed bankruptcy.
The savings if any takes many years to materialise but the costs are upfront.

[shayvi]

Lee, fun fact. Watching recent reviews of the Hummer EV, it's efficiently is close or worse than a FULLY LOADED Tesla semi.
Yes, Mary led and it is matter.

[Znegil]

Tesla shares look like they have stabilized and are ready to jump with the two punch ✊ of AI day + quarterly sales numbers at the beginning of next month

[dadman]

Gm was making crap product for many years and their sales were on a steady decline. Electrification may have been their saviour but unfortunately, they also make crap evs as well. No-one will even touch a crap bolt anymore (just check their sales) and they can’t ramp their big pos truck. The hummer the truck is based on was a big pos that eventually went out of the lineup. Only gm is stupid enuf to think they could revive the crap hummer line by electrifying it.

[calicops]

Just wanted to be the first! Thank you for all your work!

[misterm]

Could you run the numbers of Tesla’s used car sales? This should grow significantly over time..

[shadowninja]

I have to agree with your assessment here. I used to be near 100% certain that Ford would go bankrupt, but I've become less certain in the last few months. Ford's new CEO seems to actually be taking the shift to EV's seriously, and not living in a delusional imagination land like Mary Barra. But even with competent leadership Ford is starting the race far behind, so they still have a lot of hard work to do just catching up to Tesla.

[chrisheath]

If Dejoy wasn't so corrupt, and gave the USPS EV contract to GM - wouldn't that be a reasonable lifeline ? Except Ford already have a delivery van, that would make the most sense ? Anyway TE, I remember you did a video on the extra costs that Legacy Auto have, over Tesla, unions, dealerships, multiple well-paid exceutives etc. Now, as the dis-economies of scale (is there such a word ?) are beginning to kick in, Farley is attempting to address these "extra costs". (Barra is denying there's even a problem. They just got a 2.4 billion loan for a battery fab). But Jim is finding the reality of these entities - they will not give ground easily. Dealerships have the law on there side, and for them to make a profit on selling cars, Farley has to lose a bit on making cars. Unions will just go on strike, if Ford start laying off old hands - yeah, that's gonna help. The problem, of course, is that pesky start-up Tesla - they are just too darn efficient - they have turned the old car industry upside down with their new-fangled tech approach to manufacturing, more robots, leaner management, empowering the workers. Putting Engineering ahead of management, for God's sake ! Old auto just cannot compete... And Musk doesn't chummy up with lobbyists, media and politicians on the golf course, or over whiskey and cigars at the country club...they can't influence him..All they can do is pay the media, and "influencers" to throw shade on Tesla...and bribe lobbyists and politicians to assist them..but it is all to no avail...it's like me, as a 70 year old competing in the 100 yards dash with Usain Bolt...

[briang]

I like your general overview of the companies, but could we get an in depth look at each of them?