So, a few months ago i had an off the record conversation with an executive in one of the large automakers in the us and the things that he told me blew my mind. For example, he talked about his own company saying that they have no infrastructure in evs, but also he told me a funny story. He basically told me for years and years many many years, every time they needed to fire somebody from management and they couldn't for all sorts of reasons they just sent that dude to the electric vehicle department. This was like the siberia of that company.

They would send the guys who couldn't do jack over there, basically creating a jerry bree if you watch rick and morty of a company. Now, that's not special. That's not unique! Basically, jb strabo, the guy who co-founded tesla 15 years ago and served as the cto chief technical officer until two years ago, where he left and started his own company basically went and talked about this on a whole new level that we haven't seen before check this Out, well, the i mean the model, s was um, i mean it's such a different car. I mean that was the one that really with the roadster was a technology validation.

You know we proved the batteries could work, they could go in a car, it could be safe, could do the range and acceleration, but i mean the s was - was a whole different thing and um. You know it was so good. You know we we put so much effort into that, and i mean elon was hell bent on making it. You know the best car you know on the road and we you know, i think, really delivered on that at the time it was.

It was phenomenal. Um. You know i i still am amazed, though, at how much skepticism there was. You know, even even after you know, delivering those you know we kind of imagined.

I imagined that you know people would see this and they'd say: oh okay. Clearly this is the future. This is all going to work. You know all the car companies are going to copy this immediately yeah and you know we'll have to go really fast.

You know figure out how we can carve out a niche um and it just didn't happen. You know that's so strange customers loved it. You know it was a runaway hit with reviewers and magazines and customers, but the the the copying and the the market change didn't happen. That was interesting and i just want to give a huge shout out to this week.

In startups, the youtube channel that this clip was taking from great job with this interview, i'm gon na put the link to the original video and the channel below, so you guys can go and subscribe. I don't ask you to subscribe to my channel, but go ahead and subscribe to there's a really well done channel. Now the interview was great and the main takeaway for me was the things that he said about the model s. In fact, when i was working in the financial industry, i was talking to a guy who owned a model s who was an extraordinary guy.

He worked with an advisor to one of the biggest companies in the us, a big public company. He was an owner and he was saying well. Tesla has a lot of maturity, problems they're, going to have a lot of competition, blah blah blah, and basically he was really skeptical about the future of tesla. He loved the car, but he didn't love the company and jb's trouble in this interview basically depicted the same thing: how corporate america completely ignored? What happened with the model s? Essentially, the model.

S was not just a proof of concept like the roadster. This was a real car that was faster, better cheaper to maintain and basically better in every single category than any competitor, and yet people were still skeptical inside the oem executive suite and for some reason they slept on the wheel. They thought that everybody's gon na start copying that once tesla actually hits the model s and yet they're basically blown away. It was like a clean, eastwood movie, nothing just the silence, so basically they went crazy.

Now he asks some of the questions in this interview and basically says well. Why did this happen? I don't understand why the large automakers missed this opportunity now i'll tell you jb strawball, because for me it's quite clear: it's like the all-time bankers, who claim that online banking is not going to be a thing because everybody needs a personal banker. It's the same thing like the executives from the retail industry, basically saying: well, people want to try on their clothes. They don't like to shop online.

All these guys are out of a job soon. All of these old, arrogant, ignorant, oem executives will also be out of a job one by the way is already out of a job got replaced by a better ceo. If you know what i'm talking about comment below but again, we're not gon na do some tea time here. This is about actual factual, so check this out by the way before we continue.

I just want to remind you that i have one request from you: don't click, nothing doesn't mean nothing, don't buy nothing. I got nothing to sell, no courses, i get no expiring coupons this. Is it just listen and check it out, so i want to add a little something to what jb's trouble said because he was talking about 2012 and it was nostalgic. But i want to give you a little point of reference here so right now.

You would think that after they learned the lesson in 2012, they're not gon na, do the same mistakes again and yet we're nine years later and they're doing the same mistakes again, which is something that wasn't really highlighted enough in this interview. So here's what's going on right now, it's clear to everybody and their mom that the future is electric vehicles. The ice vehicles are dying out, electric vehicles are slowly replacing them and everybody knows that the future is electric vehicles, even the oems. They fully admit it.

The problem is that you have a situation where this is an emerging industry with a lot of upside right now, only single digits of use of actual electric vehicles in the market, so a lot of upside a lot of potential tam. And yet here we go, one company is leading the pack they're already leading in this massively everywhere that matters and everybody's lagging behind. Now all these legacy, automakers that are already lagging behind in this huge industry are basically putting about 30 to 40 of their effort into this, because they still have to maintain the ice vehicles. It's like a chain tied to a ball dragging down the ocean.

They can't get away from them. The only thing that would save them, ironically in order to compete with tesla, because tesla is putting in 100 of their efforts into this new market, while they're at 30 to 40 percent and they're, already kind of lagging behind five to six years. Look at what cindy monroe had to say about the muslin mac e where's, the f-150 electric haven't seen it yet so so we have all these legacy oems already losing because of that critical mistake they made in 2012 now with the only chance of redemption, for them Is actually to say we're abandoning ice, we're going full electric, that's the only way they can catch up and still they refuse to do it, and why there's a few reasons, mainly ignorance, but also arrogance, but then again, don't forget that they know they cannot fail. They're gon na get bailed out every time all of these union workers.

They amount to something. You just saw what happened? The us government is blatantly trying to slow down tesla. They just did a whole conference about electric vehicles, didn't even mention tesla, so you know that the us government and the other governments are going to be throwing monkey wrenches into tesla's business to try to slow it down because they need the other automakers not to fail, Because of the unions, we've all seen this happen. However, you can't stop it.

You can't stop progress, you can't stop it, you can only slow it down and the reason is simple. There's a lot of ev choices out there, a lot of cars right now in the market and if tesla did not exist. All of these cars are amazing. They're fine, however tesla does exist and nobody is willing to accept anything less than a 35 000 car.

That goes zero to 100 in basically, four and a half seconds, the supercharger network, the full serve driving the sentry mode, the 1500 cameras and everything that comes with the tesla. Unless you can deliver that your piece of electric vehicle is not good enough and the only reason other people are buying other brands right now is because tesla can't literally meet demand if tesla could supply all this demand, none of these other would have sold a single Ev, that's the hard note truth and on this juncture i want to give a huge shout out to the channel members and the patrons who allow me to make these little short and sweet videos. I don't have to go 10 minutes to get ad revenue because these guys support me if you want to support me as well. Five dollars per month and you'll be helping the effort go down below in the link.

There's a link how to subscribe on patreon. I'd really appreciate it, but if not my content is always free. I'll see you tomorrow, you.