Get 4 months extra on a 2 year plan here: nordvpn.com/dots. It’s risk free with Nord’s 30 day money-back guarantee! ➡When do you think Autonomous Driving will arrive? Let me know below!
Tesla is a joke a meme lol 😂 they are loosing to rivian, lucid ford Chevy the equinox ev suv starts at 35k with incentives and 7,500 taxes credit, 26k !!!!! Ford build a cheap truck that has 20% margined yes they are still loosing money 💰 but the have to pay for battery 🔋 plant first there is a 55k 320 miles truck 4x4 tesla can not complete 2.2 million orders canceled on cyberSTUCK lol 😂
Tesla also needs to incorporate Grok 3 into their cars. So even with no steering wheel, I can say "drop me off by that yellow garbage can", and the car will say "OK", and will do exactly what I said.
I missed part of the video as my wife (a CFO) suddenly started talking excitedly about the cost savings of Optimus. Not just the labor savings, but all the various insurances. "Elon would just have them as capital equipment, write them off over time!" Damn it Musk! Stop mess'n with my girl!!
Having a steering wheel and pedals in the cybercab would be a liability. The passengers could panic and cuase a serious issue if the try to grab the control of the vehicle.
I am running the latest version in my 2020 model Y. Very minimal intervention needed. It drives especially well in the city. It’s quite amazing. I’ve been using it since early release and it has improved dramatically with every update. It’s not perfect but at the rate of improvement, it will be soon.
And you're not even on the latest FSD version. It's only available for hardware 4 right you. But I agree with you, it's pretty awesome and I only intervene sparingly.
I would grade Tesla a sell. Musk has toxified the brand and EV sales have hit a wall. What is the market for these Tesla bots? Do you think people will have Tesla bots in their home? Maybe it 10 or 20 years. For now the market for robots is industrial and a l ot of other players are far ahead in that game including Chinese makers. Robotaxis? What's the profitability there? It's unclear how these robotaxis are going to turn a profit plus there is a lot competition that has a head start. Another issue is the vision only driving. It may not be possible to get full selfdriving with cameras alone. They don't work well in the dark. They get blinded and confused. The government may look at Waymo and say that's the standard of safety for self driving cars. Then Tesla has a major lawsuit to deal with from people who were told their cars would one day be fully self-driving with software updates.
Thats what i found about dimensions: 'Here are some estimations that I made based on some pictures from the Robot event, and the possible size of the CyberCab wheels: Length: ---140" (3.55 m) - So 30% smaller than the 2024 Model 3 length: -----182" (4.63 m) Wheelbase: 90" (2.29 m) - So 25% smaller than the 2024 Model 3 wheelbase: 113" (2.87 m) Hight: ----- 45" (1.14 m) - So 25% smaller than the 2024 Model 3 hight: ------- 57" (1.45 m) About the battery size, when estimating that the wheelbase will be 25% shorter, so the battery size could be 25% smaller than the Model 3: Battery Size: 58 kWh (or 25% smaller than the 78 kWh Model 3)' Source: TM-Club. (please correct when better measures. Especially check the height)) Austin Mini - Issogines 1959-2000 4-seater Length 3,054 mm (120.2 in) (saloon)[10] Width 1,410 mm (56 in) up to 1,530 mm (60 in) with widest 'sportspack' factory wheel-arches Height 1,346 mm (53.0 in) Kerb weight 580-686 kg (1,279-1,512 lb) Source W-Pedia Mazda Miata MX-5 2-seater Length 3,940-3,950 mm (155.1-155.5 in) Wheelbase 2,270 mm (89.4 in) Width 1,680 mm (66.1 in) Height 1,220-1,230 mm (48.0-48.4 in) Curb weight 1,065 kg (2,348 lb) Source W-Pedia
The best part is no part. Include a game controller to play games and allow it to be used to control the car if necessary or desired (like squeezing the car into my garage) - just like you would in a game.
Anecdotal feedback for you: starting with the cyber truck diamond steering video, I personally have not gained any insights from your videos. The business history and analysis videos, like GM series, I found much more useful for your style and video format. Thanks and keep at it.
I predict no steering wheel in Cybercab for a different reason: The world outside the USA loves small cars, but they want back seats. Two-seaters sell in tiny numbers. Not worth it. A compact hatchback with a back seat and a steering wheel on the same platform as the Cybercab would sell millions per year, though.
Worldwide mobility demand is for scooters and rickshaws (2 passengers). CC is a solution to this demand. The popularity of hatchbacks is sooo Eurocentric.
@@vvattup Eurocentric? Granted. I am talking about car markets, you are centered in the USA, China, Europe, or you don't matter. Look at the CARS people BUY with steering wheels. In Japan, Brasil or China to name a few big non-European countries. Two-seater cars are available, people buy tiny cars with a cramped back seat. In huge numbers. A Cybercab with a steering wheel has only one passenger seat, so it is as practical as a Porsche 911.
If the robotaxi initially needs manual input in some rare situations, that would be at almost zero speed, while parking or getting out of a stuck situation. Tesla could simply implement that by showing a steering wheel on the touch screen, or using the tilt-sensor in the Tesla phone app. No extra hardware required, no hardware needed to be removed from the design when it is no longer needed. At slow speed the regulations would be similar to the existing smart summon, which is already controlled from the phone app. In fact, they would only need to extend the summon function in the app a bit.
Folks in vehicles with FSD reminds me of cats riding a roomba. With all angles there is another play. Electrical generation and control of the access network are the plays I am looking for. Full digital rationing is a flip of a switch away so any operations with public facing investments in those areas are even more attractive. The big issue is finding ground level on any of these efforts. Thanks
Thanks for the breakdown! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
Driverless robotaxi will come as fast as you stated, but robots taking over the production line will take quite a bit longer. Modern production lines are very automated and the humans are there to do subtle things like repair and maintenance. Optimus style robots will initially be remote controlled and that's ok as repair and maintenance are intermitten tasks, the first area that Optimus will take over is package delivery using driverless vehicles and the Optimus will be remote operated for some time, this will not be a big issue as when delivering Optimus will be nearly cargo for >75% of the day as it transitions to the next delivery points. Driving a car has many variable inputs, but only 2 degrees of freedom acceleration and direction, potential damage is high but manageable. With Optimus potential damage is far lower but the amount of outputs is massive each hand alone requiring 22 degrees of freedom to consider. FYI my investments are nearly all in on Tesla and I use FSD whenever "I" drive.
Min 6:30 '..for Tesla FSD having longer miles between intervention than human..' What does he me there? .. 'miles between critical interventions..' thats clear and a very bing improvement. Q2/2025 is the time when the machine is equal to a human driver.
I hope the cybercab gets a full AI assistant and a joy stick or Xbox controller so fleet owners and manually move cars around their parking/charging lots and for inspection and maintenance purposes.
I'm not sure excluding manual driving instruments is a good idea. Electronics have many failure modes, and it's worse in vehicles than other products. If the main board fails, or the interface to command it fails, how do you even get it to a service center, tow it? Considerably more expensive than just manually driving it there. I suppose Tesla could make a special device to plug in and bypass all possible failures to get it to a service center but nobody is talking about that.
My thinking is that the hockey stick moment for TSLA happens with the demonstration of multiple humanoids doing productive work together autonomously. Likely sometime in the future next six months. Credit to Dumb Money Live. FSD requires 99.999% accuracy do is difficult to anticipate when revenue will flow and how much. Optimus - once working together doing productive work autonomously is simply a matter of how fast the production line can ramp up this can be estimated. With the demo the market will anticipate the revenue and put it into analyst’s spreadsheets, forecasts and price estimates. 🚀
They are already pulling data from every Tesla w FSD software on the road by default, whether or not they take the free trial. Elon says the software is running in shadow mode and they can compare its projected decisions to what happens and what the driver actually does. It can also take over to prevent accidents if the hardware is installed and the setting is enabled, even without FSD.
I’ve been working on developing an autonomous avatar with synthetic speech for years now. I’m detecting a couple of idiosyncrasies in the speech pronunciation patterns of the voice in this video. (the word Robotaxis was pronounced “ROH boh tax iss”) 😂 I think it’s an ElevenLabs synth version of your actual voice. Am I correct?
IMO I think the cybercab is such a terrible design. It's just based off the model 3. A dedicated robotaxi should be catered to a wide range of people, such as people with disabilities. It's so low to the ground it's not going to be easy for elderly and people with disabilities to use. Only 2 seats with an enoourmous trunk? WHY? It should be like those other apple? robotaxis that is like a minivan with 4 seats facing eacother and sliding doors so that it's you can just step into it. and those doors!? they stick out so far, surely they would have learned from the model X that those doors are problematic.
85% of taxi trips have only one passenger, 95% are 2 or less. If there’s 4 of you, just take 2 cabs. There’s also already a potential fleet of 3 million 4-seaters on the roads already.
Problem I’m experiencing with E2E is that for every step of v12 progress, i get one substantial corollary regression. Of course I realize I’m getting the best patched FSD Tesla can offer on HW3 and that is likely a current limitation.
@@shepherdsknoll It's valled HW4, not V4. The car runs exactly the same software behind the scenes as HW3 regarding driver assist related SW and the Tesla jungledrumms doesn't indicate any change on that before at least HW5.
I've been hearing "exponential* now for 4 years with Tesla, it never actually happens. Been patiently waiting for FSD to get great, but I'm giving up, I think maybe in 10 years. It makes too many mistakes, doesn't avoid potholes, water filled lanes, dead animals, freaks out at blinking yellow lights, phantom breaks, and much more.
I agree with all of your complaints, but I'm still optimistic that we'll finally see some big improvements in 2025. Why? ai Them switching from coding everything, to having a ai neural net, is a big deal. Anyone who follows ai advancements knows that ai isn't some fad. AGI will happen in 2025, and I think Tesla will actually achieve FSD as good as a person by the END of 2025.
@@murc111 Ai is great as long as there are valid data to use AI on. Thing is the hardware in a Tesla (Cameras especially) are not very got meaning that you won't have valid data in many circumstances = No amount on AI will save your day. I honestly doesn't believe many people recognizes this "minor" issue and how much more flexible and intelligent (most) humans are vs. AI to compensate and 2025 on anything like current hardware is, in my humble opinion, something that people might believe if they believe in everything Elon/Tesla use as their marketing material. (I normally call it markting-BS). Regarding this, now what happened to DOJO? And the team leader of both that and "Vision"? Seems like someone has left the building within the last couple of years on 100% own initiative...Could i be on to something ;-)
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I heard Jeff Lutz talking about that yesterday. He thinks HW5 will be ready in the 2nd half of 2025, and at that point, HW3 cars will get updated to HW5, leapfrogging HW4 altogether.
Is anyone closely following Chinese autonomous vehicles development, as it seems they have a solid history of making tech advancements very quickly… competing with Tesla!?
But where will they sell them other than China? According to everything I hear most countries China exports too are implementing tariffs that will price them out of the market. The rumors that they will build out in places like Mexico is undo able too. Personally I'd rather walk than.buy a car made in China, no matter the price.
Hard to get reliable info on AVs from China. It's not like Tesla, where you have a load of individuals crowd sourcing the progression. Even Cruise was a black box until they looked into that fateful accident.
I would grade Tesla a sell. Musk has toxified the brand and EV sales have hit a wall. What is the market for these Tesla bots? Do you think people will have Tesla bots in their home? Maybe it 10 or 20 years. For now the market for robots is industrial and a l ot of other players are far ahead in that game including Chinese makers. Robotaxis? What's the profitability there? It's unclear how these robotaxis are going to turn a profit plus there is a lot competition that has a head start. Another issue is the vision only driving. It may not be possible to get full selfdriving with cameras alone. They don't work well in the dark. They get blinded and confused. The government may look at Waymo and say that's the standard of safety for self driving cars. Then Tesla has a major lawsuit to deal with from people who were told their cars would one day be fully self-driving with software updates. I would grade Tesla a sell. Musk has toxified the brand and EV sales have hit a wall. What is the market for these Tesla bots? Do you think people will have Tesla bots in their home? Maybe it 10 or 20 years. For now the market for robots is industrial and a l ot of other players are far ahead in that game including Chinese makers. Robotaxis? What's the profitability there? It's unclear how these robotaxis are going to turn a profit plus there is a lot competition that has a head start. Another issue is the vision only driving. It may not be possible to get full selfdriving with cameras alone. They don't work well in the dark. They get blinded and confused. The government may look at Waymo and say that's the standard of safety for self driving cars. Then Tesla has a major lawsuit to deal with from people who were told their cars would one day be fully self-driving with software updates.
There will be a lot of people afraid to get in a self driving vehicle. Maybe having both can give people a choice. If they don’t uber and Lyft will still make money.
but the growth of Tesla has stalled most recently, the car production is no longer increasing big times as before and the competition is biting marketshare bits . Many more manufacturers and many more models are cutting the growth back while the price of current models are also no longer increasing, each quarter we see new incentives and usually higher ones at least here in central europe. The EV stuff in the teslas is getting better for sure, still ahead of competition but the core driver oriented and comfort oriented parts are way behind the competition, no matter what. Even proud Tesla S plaid owners complain about the Nürburgring performance cause the brakes are overheating very soon and warnings all over the board. Model y for example is far too stiff on the road, the comfort is missing and europeans are complaining. European car manufacturers offer the usual setup and for those with sporty attitude they can get different setups as options, but Tesla does not offer it. So model Y buyers are in need for the space needed for kids and bike or dog but do not like the handling at all. To stiff, to hard, no comfort is the usual complaint. Therefore Tesla will not grow that much at least for those generations who can drive and want to drive on their own, not getting driven by a robot. And I doubt that tesla will fullfill EU requirements and will be able to deal with highways and unlimited speeds. That are a complete different challenge and it took mercedes years to achieve that 130 and then 160 km/ h qualification if I remember right - of cause only for the S-class available. And at the end Elon can not be everywhere , rockets, starlink, tesla, US budgets ... and FSD promised to be available for 2018 ? Paid by thousands who did not get anything and here in our country it is even forbidden for Tesla to call it autopilot cause the judges laughed out loud about what they were able to deliver and that this can never be called an autopilot. Tesla lost those cases big time which also meant they had to buy back cars sold with such feature and promises. At the end tesla growth figures have slowed down and the deman for cars without steering wheel will be limited, maybe by the amount of current uber drivers cause most car owners want to drive their car and do not want to sit in a train or subway. That movement will take ages till it might be accepted, but it will still require a driver licence and then americans will no longer be allowed to drive in Europe due to missing driving capabilities. I can drive daily 120 miles - per hours or 250 km/h cause our highways have no speed limit, but I can see those foreign visitors with rental cars and unaware about our regulations cause those guys are simply the whole time on the left lane or try to take over on the right lane which means they can end in prison cause that is strictly forbidden -- just to make it clear: in case of an accident and someone hurt those fines can end up in prison and the fines are based on net income which means if you get caught for taking over on the right lane you will not be allowed to drive anymore and the fine will be about 3 monthns net income and if you ly - which has happened - then the judges will double the fine even 5 years afterwards cause the drivers former girl friend has told the authorities that he had fooled the judge about his income. The usual Model S plaid is a weak car on the Nürburgring, that car , which Tesla delivers - no matter what. They had used for record a complete different car cause so many drivers had spoken out loud about the frustrating breaks and warnings.
Who bloody cares if the Tesla Model S Plaid has brakes that are not designed for the Nürburgring??? Tesla NEVER said ANY of their car was designed for track use! Those brakes are designed for efficient normal road use! If you wish to use your car on tracks, then there is a ceramic brake option... I even believe that it is a factory option, is it not? Anyway... WHO really cares about the Nürburgring? 0.01% of car owners? Having said this, I have watched a video by a Nürburgring professional pilot, Micha Charoudin, who said that he was flabbergasted by how good the Tesla was on that circuit! BUT... with a track pack, that much is true! That is pretty opposite to what YOU are saying! Are you a more experienced Nürburgring pilot than this guy?
LOL same story during the last 8 years and even TACC is at it's worst with phantom braking, flawed in limited (Below 500 Yards) etc. etc.... Used to be a 100% fanboy but then "Vision" was injected in my car over night and has 100% ruined the joy and forefront of what Tesla had out in that IRL driving environment....But they are good at marketing-BS, i gotta give them that.
What’s your beef? Don’t like FSD? Drive “your” Tesla manually. You’re sound like my SIL, she’s a control freak and prefers to drive herself. To each their own
@@vvattup Strange attitude to have, did i hurt your feelings....Then sorry, but i don't care. I analyze and react on technical facts, not a hurt fanboys feelings. Now do tell me fanboy: When not even basic TACC are capable of maintaining 40 Mph on an empty straight road in the daylight at 500 Yards visibility and at 300 Yards visibility the TACC will maintain a max. speed of 4 (Four) Mph. Then how can anyone expect FSD, that are SO much more than a basic cruise control, to be reliable on anything near current hardware as it is clearly hardware limited conditions that limit this very basic situation. Come on now, please give me a technical relevant answer. I dont care about choices of life or your hurt feelings on Elon.
So, um what year Tesla do you have? You mentioned 8 years, am I wrong in thinking you talking about a 2016 model? Anywho cameras have experienced an upgrade in the last 5 years. Have you taken advantage of that? Have you expressed your concerns to Tesla, what has been their response? TACC isn't FSD and from what I gather that feature has been on the back burner. Probably because it isn't a feature that Tesla is relying on to make extra income. FSD is where Tesla expects to gain extra dollars in sales not in TACC features. If I'm not mistaken TACC is implemented in every car they sell so it's not a feature that requires extra spend on the part of the buyer.
@@Windstorm7x7-wl8ko Oh i got 2 2021 TM3, but Elon has been talking about FSD to be soon released ever since back then. Tesla has surely replied me, and many others , that the cameras are like our eyes...Utter nonsens BS. But car is 100% up to specs according to them and my experience regarding TACC is very well known. I do respect you for your serious way of reply. I do believe you should study more on the subject. A bit of info: HW3 got 1,2 MP cams which was introduced around 2019 with minor revision changes. HW4 run same software as HW3 so data from cams etc. are reduced in resolution etc. when used by the computer. TACC (Traffic Aware Cruise Control) is correctly included in any car. It's are not in beta state and it's the most basic cruise control you can activate (1 pull) = it should work, which it absolutely doesn't after the "Vision" downgrade. For pre-HW3 cars where they haven't disabled the radar, their TACC are working much better, just like any other brand with adaptive cruise controls. Again, the car was sold with a functional basic cruise control which it definitely isn't today and hasn't been for +2 years by now.
LOL same story during the last 8 years and even TACC is at it's worst with phantom braking, flawed in slightly limited visibility (Below 500 Yards) etc. etc.... Used to be a 100% fanboy but then "Vision" was injected in my car over night and has 100% ruined the joy and forefront of what Tesla had out in that IRL driving environment....But they are good at marketing-BS, i gotta give them that.
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➡When do you think Autonomous Driving will arrive? Let me know below!
Tesla is a joke a meme lol 😂 they are loosing to rivian, lucid ford Chevy the equinox ev suv starts at 35k with incentives and 7,500 taxes credit, 26k !!!!! Ford build a cheap truck that has 20% margined yes they are still loosing money 💰 but the have to pay for battery 🔋 plant first there is a 55k 320 miles truck 4x4 tesla can not complete 2.2 million orders canceled on cyberSTUCK lol 😂
@williampisano7573 It's spelled *losing*
@ConnectingODots is the FSD progress at human level only for certain domains like Califonria and Texas?
I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!
This is the best channel for understanding Tesla! Every time a new video is released I stop everything and watch it from start to finish!
Tesla also needs to incorporate Grok 3 into their cars. So even with no steering wheel, I can say "drop me off by that yellow garbage can", and the car will say "OK", and will do exactly what I said.
Once Elon Musk's XAI735x passes $1, it may NEVER see that low again
I solely believe XAI735x will do 20x after its launch price, the hype is high and its community are not relenting.
I missed part of the video as my wife (a CFO) suddenly started talking excitedly about the cost savings of Optimus. Not just the labor savings, but all the various insurances. "Elon would just have them as capital equipment, write them off over time!"
Damn it Musk! Stop mess'n with my girl!!
Having a steering wheel and pedals in the cybercab would be a liability. The passengers could panic and cuase a serious issue if the try to grab the control of the vehicle.
I am running the latest version in my 2020 model Y. Very minimal intervention needed. It drives especially well in the city. It’s quite amazing. I’ve been using it since early release and it has improved dramatically with every update. It’s not perfect but at the rate of improvement, it will be soon.
And you're not even on the latest FSD version. It's only available for hardware 4 right you. But I agree with you, it's pretty awesome and I only intervene sparingly.
Thank you!
you got me with that one, I only gave it a 10/10 bullish
-1000000000
I get 10/10 bulls$&&#
I would grade Tesla a sell. Musk has toxified the brand and EV sales have hit a wall. What is the market for these Tesla bots? Do you think people will have Tesla bots in their home? Maybe it 10 or 20 years. For now the market for robots is industrial and a l ot of other players are far ahead in that game including Chinese makers. Robotaxis? What's the profitability there? It's unclear how these robotaxis are going to turn a profit plus there is a lot competition that has a head start.
Another issue is the vision only driving. It may not be possible to get full selfdriving with cameras alone. They don't work well in the dark. They get blinded and confused. The government may look at Waymo and say that's the standard of safety for self driving cars. Then Tesla has a major lawsuit to deal with from people who were told their cars would one day be fully self-driving with software updates.
You lost me at “ I have a great deal of respect for Gary”
No one has just to say
Thats what i found about dimensions:
'Here are some estimations that I made based on some pictures from the Robot event,
and the possible size of the CyberCab wheels:
Length: ---140" (3.55 m) - So 30% smaller than the 2024 Model 3 length: -----182" (4.63 m)
Wheelbase: 90" (2.29 m) - So 25% smaller than the 2024 Model 3 wheelbase: 113" (2.87 m)
Hight: ----- 45" (1.14 m) - So 25% smaller than the 2024 Model 3 hight: ------- 57" (1.45 m)
About the battery size, when estimating that the wheelbase will be 25% shorter,
so the battery size could be 25% smaller than the Model 3:
Battery Size: 58 kWh (or 25% smaller than the 78 kWh Model 3)'
Source: TM-Club. (please correct when better measures. Especially check the height))
Austin Mini - Issogines 1959-2000 4-seater
Length
3,054 mm (120.2 in) (saloon)[10]
Width 1,410 mm (56 in) up to 1,530 mm (60 in) with widest 'sportspack' factory wheel-arches
Height 1,346 mm (53.0 in)
Kerb weight 580-686 kg (1,279-1,512 lb)
Source W-Pedia
Mazda Miata MX-5 2-seater
Length 3,940-3,950 mm (155.1-155.5 in)
Wheelbase 2,270 mm (89.4 in)
Width 1,680 mm (66.1 in)
Height 1,220-1,230 mm (48.0-48.4 in)
Curb weight 1,065 kg (2,348 lb)
Source W-Pedia
The best part is no part. Include a game controller to play games and allow it to be used to control the car if necessary or desired (like squeezing the car into my garage) - just like you would in a game.
That's why the wiper auto works so fantastic and without any issues on a Tesla? Surely no sarcasm or irony included in this reply....
Anecdotal feedback for you: starting with the cyber truck diamond steering video, I personally have not gained any insights from your videos. The business history and analysis videos, like GM series, I found much more useful for your style and video format. Thanks and keep at it.
Very well spoken, clear and very informative. Thank you!
I’m a big fan of Tesla, but wondering about scaling the charging infrastructure to match cybercab production and adoption…
Tesla needs to install a lot of inductive charging pads.
Love your show. Thank You
I predict no steering wheel in Cybercab for a different reason: The world outside the USA loves small cars, but they want back seats. Two-seaters sell in tiny numbers. Not worth it. A compact hatchback with a back seat and a steering wheel on the same platform as the Cybercab would sell millions per year, though.
Worldwide mobility demand is for scooters and rickshaws (2 passengers). CC is a solution to this demand. The popularity of hatchbacks is sooo Eurocentric.
@@vvattup Eurocentric? Granted. I am talking about car markets, you are centered in the USA, China, Europe, or you don't matter. Look at the CARS people BUY with steering wheels. In Japan, Brasil or China to name a few big non-European countries. Two-seater cars are available, people buy tiny cars with a cramped back seat. In huge numbers. A Cybercab with a steering wheel has only one passenger seat, so it is as practical as a Porsche 911.
If the robotaxi initially needs manual input in some rare situations, that would be at almost zero speed, while parking or getting out of a stuck situation. Tesla could simply implement that by showing a steering wheel on the touch screen, or using the tilt-sensor in the Tesla phone app. No extra hardware required, no hardware needed to be removed from the design when it is no longer needed. At slow speed the regulations would be similar to the existing smart summon, which is already controlled from the phone app. In fact, they would only need to extend the summon function in the app a bit.
Great analysis.Such a rational, mathematicaly framed assesment is very refreshing.
Excellent information.
great video.
100% correct 👍 👍👍
Folks in vehicles with FSD reminds me of cats riding a roomba.
With all angles there is another play.
Electrical generation and control of the access network are the plays I am looking for.
Full digital rationing is a flip of a switch away so any operations with public facing investments in those areas are even more attractive.
The big issue is finding ground level on any of these efforts.
Thanks
Fantastic work!
Would like you to combine the total tesla potential (Semi , Energy , Battery ) and where too next. Thanks love Connecting the Dots.
I am 100/10 only of the pace of innovation keeps accelerating.. it can go 100T
Just joined the XAI735x community after watching your video! Excited for the journey ahead!
Thanks for the breakdown! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
Most people are not using the free FSD trial. Last time I didnt see any one using it I passed in the bay area.
How would you know?
Almost got back back up to the Nov 2021 price I bought at then it started to fall back so I have sold. Been hearing this stuff for years now.
Good, all the more for me 🤣
Driverless robotaxi will come as fast as you stated, but robots taking over the production line will take quite a bit longer.
Modern production lines are very automated and the humans are there to do subtle things like repair and maintenance. Optimus style robots will initially be remote controlled and that's ok as repair and maintenance are intermitten tasks, the first area that Optimus will take over is package delivery using driverless vehicles and the Optimus will be remote operated for some time, this will not be a big issue as when delivering Optimus will be nearly cargo for >75% of the day as it transitions to the next delivery points.
Driving a car has many variable inputs, but only 2 degrees of freedom acceleration and direction, potential damage is high but manageable. With Optimus potential damage is far lower but the amount of outputs is massive each hand alone requiring 22 degrees of freedom to consider.
FYI my investments are nearly all in on Tesla and I use FSD whenever "I" drive.
Min 6:30 '..for Tesla FSD having longer miles between intervention than human..' What does he me there?
.. 'miles between critical interventions..' thats clear and a very bing improvement.
Q2/2025 is the time when the machine is equal to a human driver.
I hope the cybercab gets a full AI assistant and a joy stick or Xbox controller so fleet owners and manually move cars around their parking/charging lots and for inspection and maintenance purposes.
10
I'm not sure excluding manual driving instruments is a good idea. Electronics have many failure modes, and it's worse in vehicles than other products. If the main board fails, or the interface to command it fails, how do you even get it to a service center, tow it? Considerably more expensive than just manually driving it there. I suppose Tesla could make a special device to plug in and bypass all possible failures to get it to a service center but nobody is talking about that.
My thinking is that the hockey stick moment for TSLA happens with the demonstration of multiple humanoids doing productive work together autonomously. Likely sometime in the future next six months. Credit to Dumb Money Live.
FSD requires 99.999% accuracy do is difficult to anticipate when revenue will flow and how much.
Optimus - once working together doing productive work autonomously is simply a matter of how fast the production line can ramp up this can be estimated. With the demo the market will anticipate the revenue and put it into analyst’s spreadsheets, forecasts and price estimates. 🚀
They are already pulling data from every Tesla w FSD software on the road by default, whether or not they take the free trial. Elon says the software is running in shadow mode and they can compare its projected decisions to what happens and what the driver actually does. It can also take over to prevent accidents if the hardware is installed and the setting is enabled, even without FSD.
You need to give consent for this as a Tesla owner right? How many percent does it?
Sad to see people still believe that scam
Loving SOL and XAI735x! Following your advice has made me $30K in profits. Super excited for the future of these projects!
hockeystick momet definately coming. thank you for the video
4:05 as seen where??????
7:41 "Q2 of next year we expect FSD to be better than human". HE literally said that in 2022.. how many "next year" will he say that?
I’ve been working on developing an autonomous avatar with synthetic speech for years now. I’m detecting a couple of idiosyncrasies in the speech pronunciation patterns of the voice in this video. (the word Robotaxis was pronounced “ROH boh tax iss”) 😂 I think it’s an ElevenLabs synth version of your actual voice. Am I correct?
It's definitely not his actual voice. He said he's using a narrator. Might be AI.
Eventhough you’ve never been right, I guess I’ll watch.
Where’s he been wrong? Be specific.
The comments section needs moderation to remove the AI crypto scam comments.
IMO I think the cybercab is such a terrible design. It's just based off the model 3. A dedicated robotaxi should be catered to a wide range of people, such as people with disabilities. It's so low to the ground it's not going to be easy for elderly and people with disabilities to use. Only 2 seats with an enoourmous trunk? WHY? It should be like those other apple? robotaxis that is like a minivan with 4 seats facing eacother and sliding doors so that it's you can just step into it. and those doors!? they stick out so far, surely they would have learned from the model X that those doors are problematic.
85% of taxi trips have only one passenger, 95% are 2 or less. If there’s 4 of you, just take 2 cabs.
There’s also already a potential fleet of 3 million 4-seaters on the roads already.
Love your analysis - Well beyond the headlines, sound, based, and backed with statistics.... much appreciated!!! Keep us the outstanding work.
So 🎉🎉❤❤
Zero
I disagree with you. Give the customer what they want. Driver or driverless.
The customer wants a faster horse.
@ not all customers want that
🙃
Problem I’m experiencing with E2E is that for every step of v12 progress, i get one substantial corollary regression. Of course I realize I’m getting the best patched FSD Tesla can offer on HW3 and that is likely a current limitation.
I bought a 2025 with the tax credit just to make sure I got the V4 and up to date software.
@@shepherdsknoll It's valled HW4, not V4. The car runs exactly the same software behind the scenes as HW3 regarding driver assist related SW and the Tesla jungledrumms doesn't indicate any change on that before at least HW5.
I've been hearing "exponential* now for 4 years with Tesla, it never actually happens. Been patiently waiting for FSD to get great, but I'm giving up, I think maybe in 10 years. It makes too many mistakes, doesn't avoid potholes, water filled lanes, dead animals, freaks out at blinking yellow lights, phantom breaks, and much more.
😂
Yep, utter BS stocks pleasing....What happened to "Dojo" ;-)
I agree with all of your complaints, but I'm still optimistic that we'll finally see some big improvements in 2025. Why? ai
Them switching from coding everything, to having a ai neural net, is a big deal. Anyone who follows ai advancements knows that ai isn't some fad. AGI will happen in 2025, and I think Tesla will actually achieve FSD as good as a person by the END of 2025.
@@murc111 Ai is great as long as there are valid data to use AI on. Thing is the hardware in a Tesla (Cameras especially) are not very got meaning that you won't have valid data in many circumstances = No amount on AI will save your day. I honestly doesn't believe many people recognizes this "minor" issue and how much more flexible and intelligent (most) humans are vs. AI to compensate and 2025 on anything like current hardware is, in my humble opinion, something that people might believe if they believe in everything Elon/Tesla use as their marketing material. (I normally call it markting-BS). Regarding this, now what happened to DOJO? And the team leader of both that and "Vision"? Seems like someone has left the building within the last couple of years on 100% own initiative...Could i be on to something ;-)
@@ChipMIKDojo already happened. Its just not at the scale they were expecting to have by now.
Bought XAI735x after watching your video, super excited!
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Trading success isn't about experience; it's about having the right approach.
Manning becomes botting
11+… Legàcy medià, Bill Gàtes, Soròs, Bezòs etc, will try their best to dispàrage and short sell Elòn and Teslà. May they reàp their just deserts.
Great, but when will HW3 get these improvements? There are millions of us with HW3.
I heard Jeff Lutz talking about that yesterday. He thinks HW5 will be ready in the 2nd half of 2025, and at that point, HW3 cars will get updated to HW5, leapfrogging HW4 altogether.
This is a sleeping giant about to wake up and shower investors with rewards far outreaching others, few realise this, bring on the future.
Is anyone closely following Chinese autonomous vehicles development, as it seems they have a solid history of making tech advancements very quickly… competing with Tesla!?
They are massively subsidised by the CCP and they can't really replicate Tesla so this is not sustainable for them. They will lie about it though.
YT Deleting any comment I have as they know I'm a "moderate" and contrary to the woke commentary...
YT Delėting àny commnt I hàve as they know I'm a "modėràte" and contràry to the wokė
commėntàry...
But where will they sell them other than China? According to everything I hear most countries China exports too are implementing tariffs that will price them out of the market. The rumors that they will build out in places like Mexico is undo able too. Personally I'd rather walk than.buy a car made in China, no matter the price.
Hard to get reliable info on AVs from China. It's not like Tesla, where you have a load of individuals crowd sourcing the progression. Even Cruise was a black box until they looked into that fateful accident.
I would grade Tesla a sell. Musk has toxified the brand and EV sales have hit a wall. What is the market for these Tesla bots? Do you think people will have Tesla bots in their home? Maybe it 10 or 20 years. For now the market for robots is industrial and a l ot of other players are far ahead in that game including Chinese makers. Robotaxis? What's the profitability there? It's unclear how these robotaxis are going to turn a profit plus there is a lot competition that has a head start.
Another issue is the vision only driving. It may not be possible to get full selfdriving with cameras alone. They don't work well in the dark. They get blinded and confused. The government may look at Waymo and say that's the standard of safety for self driving cars. Then Tesla has a major lawsuit to deal with from people who were told their cars would one day be fully self-driving with software updates. I would grade Tesla a sell. Musk has toxified the brand and EV sales have hit a wall. What is the market for these Tesla bots? Do you think people will have Tesla bots in their home? Maybe it 10 or 20 years. For now the market for robots is industrial and a l ot of other players are far ahead in that game including Chinese makers. Robotaxis? What's the profitability there? It's unclear how these robotaxis are going to turn a profit plus there is a lot competition that has a head start.
Another issue is the vision only driving. It may not be possible to get full selfdriving with cameras alone. They don't work well in the dark. They get blinded and confused. The government may look at Waymo and say that's the standard of safety for self driving cars. Then Tesla has a major lawsuit to deal with from people who were told their cars would one day be fully self-driving with software updates.
There will be a lot of people afraid to get in a self driving vehicle. Maybe having both can give people a choice. If they don’t uber and Lyft will still make money.
✊️🤖🚙🛣💯🤖🚐🛣💯✊️
And I can sell you San Francisco bridge...
I dunno. Kinda aounds like investment advice to me.
but the growth of Tesla has stalled most recently, the car production is no longer increasing big times as before and the competition is biting marketshare bits .
Many more manufacturers and many more models are cutting the growth back while the price of current models are also no longer increasing, each quarter we see new incentives and usually higher ones at least here in central europe.
The EV stuff in the teslas is getting better for sure, still ahead of competition but the core driver oriented and comfort oriented parts are way behind the competition, no matter what. Even proud Tesla S plaid owners complain about the Nürburgring performance cause the brakes are overheating very soon and warnings all over the board.
Model y for example is far too stiff on the road, the comfort is missing and europeans are complaining. European car manufacturers offer the usual setup and for those with sporty attitude they can get different setups as options, but Tesla does not offer it. So model Y buyers are in need for the space needed for kids and bike or dog but do not like the handling at all. To stiff, to hard, no comfort is the usual complaint.
Therefore Tesla will not grow that much at least for those generations who can drive and want to drive on their own, not getting driven by a robot. And I doubt that tesla will fullfill EU requirements and will be able to deal with highways and unlimited speeds. That are a complete different challenge and it took mercedes years to achieve that 130 and then 160 km/ h qualification if I remember right - of cause only for the S-class available.
And at the end Elon can not be everywhere , rockets, starlink, tesla, US budgets ... and FSD promised to be available for 2018 ?
Paid by thousands who did not get anything and here in our country it is even forbidden for Tesla to call it autopilot cause the judges laughed out loud about what they were able to deliver and that this can never be called an autopilot. Tesla lost those cases big time which also meant they had to buy back cars sold with such feature and promises.
At the end tesla growth figures have slowed down and the deman for cars without steering wheel will be limited, maybe by the amount of current uber drivers cause most car owners want to drive their car and do not want to sit in a train or subway.
That movement will take ages till it might be accepted, but it will still require a driver licence and then americans will no longer be allowed to drive in Europe due to missing driving capabilities. I can drive daily 120 miles - per hours or 250 km/h cause our highways have no speed limit, but I can see those foreign visitors with rental cars and unaware about our regulations cause those guys are simply the whole time on the left lane or try to take over on the right lane which means they can end in prison cause that is strictly forbidden -- just to make it clear: in case of an accident and someone hurt those fines can end up in prison and the fines are based on net income which means if you get caught for taking over on the right lane you will not be allowed to drive anymore and the fine will be about 3 monthns net income and if you ly - which has happened - then the judges will double the fine even 5 years afterwards cause the drivers former girl friend has told the authorities that he had fooled the judge about his income.
The usual Model S plaid is a weak car on the Nürburgring, that car , which Tesla delivers - no matter what. They had used for record a complete different car cause so many drivers had spoken out loud about the frustrating breaks and warnings.
Thanks for all the FUD. Europeans are complaining SOO much that the Model Y is routinely the best selling car in Europe.
@@bigdougscommentary5719 Congrats. You just graduated as yet another fact-resistant fanboy.
Who bloody cares if the Tesla Model S Plaid has brakes that are not designed for the Nürburgring??? Tesla NEVER said ANY of their car was designed for track use! Those brakes are designed for efficient normal road use!
If you wish to use your car on tracks, then there is a ceramic brake option... I even believe that it is a factory option, is it not?
Anyway... WHO really cares about the Nürburgring? 0.01% of car owners?
Having said this, I have watched a video by a Nürburgring professional pilot, Micha Charoudin, who said that he was flabbergasted by how good the Tesla was on that circuit! BUT... with a track pack, that much is true! That is pretty opposite to what YOU are saying! Are you a more experienced Nürburgring pilot than this guy?
Funny. I find Teslas to be the best ride I've ever had. I'm not into racing, though. Just want to get from A to B in a comfortable way.
@@ChipMIK Facts? I'd regard YT comments as "claims that potentially is factually correct, and may worth looking into if they pass the smell-test".
LOL same story during the last 8 years and even TACC is at it's worst with phantom braking, flawed in limited (Below 500 Yards) etc. etc.... Used to be a 100% fanboy but then "Vision" was injected in my car over night and has 100% ruined the joy and forefront of what Tesla had out in that IRL driving environment....But they are good at marketing-BS, i gotta give them that.
What’s your beef? Don’t like FSD? Drive “your” Tesla manually. You’re sound like my SIL, she’s a control freak and prefers to drive herself. To each their own
@@vvattup Strange attitude to have, did i hurt your feelings....Then sorry, but i don't care. I analyze and react on technical facts, not a hurt fanboys feelings.
Now do tell me fanboy: When not even basic TACC are capable of maintaining 40 Mph on an empty straight road in the daylight at 500 Yards visibility and at 300 Yards visibility the TACC will maintain a max. speed of 4 (Four) Mph.
Then how can anyone expect FSD, that are SO much more than a basic cruise control, to be reliable on anything near current hardware as it is clearly hardware limited conditions that limit this very basic situation.
Come on now, please give me a technical relevant answer. I dont care about choices of life or your hurt feelings on Elon.
So, um what year Tesla do you have? You mentioned 8 years, am I wrong in thinking you talking about a 2016 model? Anywho cameras have experienced an upgrade in the last 5 years. Have you taken advantage of that? Have you expressed your concerns to Tesla, what has been their response? TACC isn't FSD and from what I gather that feature has been on the back burner. Probably because it isn't a feature that Tesla is relying on to make extra income. FSD is where Tesla expects to gain extra dollars in sales not in TACC features. If I'm not mistaken TACC is implemented in every car they sell so it's not a feature that requires extra spend on the part of the buyer.
@@Windstorm7x7-wl8ko Oh i got 2 2021 TM3, but Elon has been talking about FSD to be soon released ever since back then.
Tesla has surely replied me, and many others , that the cameras are like our eyes...Utter nonsens BS. But car is 100% up to specs according to them and my experience regarding TACC is very well known.
I do respect you for your serious way of reply. I do believe you should study more on the subject.
A bit of info: HW3 got 1,2 MP cams which was introduced around 2019 with minor revision changes. HW4 run same software as HW3 so data from cams etc. are reduced in resolution etc. when used by the computer.
TACC (Traffic Aware Cruise Control) is correctly included in any car. It's are not in beta state and it's the most basic cruise control you can activate (1 pull) = it should work, which it absolutely doesn't after the "Vision" downgrade.
For pre-HW3 cars where they haven't disabled the radar, their TACC are working much better, just like any other brand with adaptive cruise controls. Again, the car was sold with a functional basic cruise control which it definitely isn't today and hasn't been for +2 years by now.
I see YT are still deleting my comments OMF. Bring on Elon.
11+.... Legacy media, Bill Gates, Soros, Bezos etc. will try their best to disparage and short sell Elon and Tesla. May they reap their just deserts.
Trump and California will slow down Tesla for the next 5 years.
There's plenty of time to relax.
Don't expect anything to happen with Tesla 🥱😴💤
Bought XAI735x after watching your video, super excited!
I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!
I solely believe XAI735x will do 20x after its launch price, the hype is high and its community are not relenting.
LOL same story during the last 8 years and even TACC is at it's worst with phantom braking, flawed in slightly limited visibility (Below 500 Yards) etc. etc.... Used to be a 100% fanboy but then "Vision" was injected in my car over night and has 100% ruined the joy and forefront of what Tesla had out in that IRL driving environment....But they are good at marketing-BS, i gotta give them that.
Loving SOL and XAI735x! Following your advice has made me $30K in profits. Super excited for the future of these projects!
Bought XAI735x after watching your video, super excited!
I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!
I solely believe XAI735x will do 20x after its launch price, the hype is high and its community are not relenting.
Loving SOL and XAI735x! Following your advice has made me $30K in profits. Super excited for the future of these projects!
Bought XAI735x after watching your video, super excited!
I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!
Loving SOL and XAI735x! Following your advice has made me $30K in profits. Super excited for the future of these projects!
Bought XAI735x after watching your video, super excited!
I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!
I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!
I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!