I wonder why Autoline would have a guest on that knew so little about the auto industry? The two hosts had to correct Montana Skeptic multiple times on things about the industry he just had no clue on. By the end of the show his underlying hate for Tesla was coming through loud and clear and all three of the other guys could see it.
For example, when MS tried to claim that all the Fremont workers who were laid off due to Coronavirus shutdown would go out and find other jobs elsewhere, John McElroy had to correct him and by using his experience of the many layoffs in Michigan over the decades. The workers get unemployment as long as the shut-down lasts and then most of the same ones are hired back. Because they can't find comparable work at comparable wages. No one tthought to mention that it's pretty hard to find a job in the middle of a Coronavirus lockdown.
When MS tried to say Tesla was screwed because last year Tesla renegotiated higher volume/lower-cost contracts with their parts suppliers and now they couldn't meet the minimum volumes contracted, John McElroy had to correct him and said that's not how it works in the auto parts supplier business - suppliers don't sue manufacturer's acting in good faith because they would never get another supply contract again - they work it out when times are tough.
MS said a lot of things that simply weren't true but none of the other guys knew enough about Tesla to correct him. For example, at the end of the show one of the hosts got Tesla's Q1 delivery numbers hot off the presses. MS appeared befuddled by the number. At the beginning of the show, MS made the case that sales would be terrible this quarter without Coronavirus but with CV, sales would be even worse. He said if they managed to hit 85K that would be really good but still worse than their (record) Q4 sales. And he implied they couldn't even hit that. He was just throwing that out there as a result that would only be possible in an ideal situation. So, when it was announced they had beat his number he rhetorically asked how they thought the revenues would compare to Q1 2019, a quarter in which he claimed was the transition to all "high margin sales"?? As I recall, Q1 2019 was the transition to low margin sales, with the price cuts and the introduction of the standard range $35K model. But MS looked shaken up by the Q1 sales number that was revealed at the end of the show.
I found it odd that Lawrence Fossi maintained his alias, Montana Skeptic, for the show and never revealed his true identity. Every other Autoline show I've ever seen had multiple guests and they were all proud to use their real name. Very odd. I wonder what excuse he used when he told McElroy he wanted to use an alias!
I also wonder how his short position is working out, LOL!