Tesla Drops ROBOTAXI BOMBSHELL in Q1 Earnings!!
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- Опубликовано: 14 май 2024
- The Robots Are Coming www.farzadmesbahi.com/merch
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00:00 Tesla's Updated Vehicle Lineup
01:56 Ride Hailing Evolution: Tesla's Strategic Shift
03:47 Q1 Financial Insights
04:20 AI and Autonomy: Tesla's Bold Moves
07:17 Vehicle Production and Market Strategy
16:58 Tesla’s Ride Hailing App Sneak Peek: A Glimpse into the Future
19:45 Challenges and Solutions for New Ride-Hailing Services
24:20 The Debate on Tesla's Robotaxi Direction
29:46 Exploring Tesla's Ecosystem and Future Vehicle Lineup
30:28 Speculating on Tesla's New Affordable Car Models
36:11 Final Thoughts on Tesla's Strategy and Market Position
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
If you like this content I would greatly appreciate your likes and shares!
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My car drives me around by itself. I love my car and I still believe in the company. I hope we dip close to $100-$120 again. I wanna load the boat. Apart from Tesla what would be the best 5 etfs for a beginner
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 2.3m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k.handed it to a trader here in CA, I get weekly pay out which I put back on long term ETF's. Google will be a huge buy for me when the market bottoms.
Good picks, Smart strategy for beginners, Please share this Expert with me.
She is Katherine Elizabeth Humphreys look her up online
Kath! Good to see her recommended here, Kath's mind is made for stock analysis, she is someone every starter should look up to, this is my 3 year letting her grow my funds and at the same time guiding me to the right efts to diversify to, I added VGT. So, VOO 25%, QQQM 25%, VGT 25%, SCHD 13%, DGRO 12%. This is my long term portfolio in M1 Finance that I’ll invest $10K a month into for the next 30 years in a compound interest calculator through investing 10k per month for 30 years, this projects to be $35.6 million.
Katherine !! I know her from my early days as an investor. She's brilliant and patient. Many of my colleagues have worked with her, and I highly recommend her.
Shorts are getting decimated in the after market. Love it.
I'm gonna buy 40 Robo-Taxis next week, love it. I'm gonna be a millionaire with my Robo-taxis next week, can't wait, love it.
Elon was wrong in his robotaxi timeline. You have to add that in 2015-2017 many automakers where saying their cars would become autonomuous by 2020. Without that context he appears a conman. You also need to look at other incredible statements that turned out right, such as prediction model Y would become the best-selling car in the world. It is also obvious you don't need lidar which he always emphasized.
Is that a joke or are you talking about this Monday April 26th? The stock is about 50% its prior high.
I say this every quarter - Tesla has a margin better than anyone in automotive OR energy storage equipment manufacturers! Any company in any of these spaces with 15% EBIDTA in the middle of production ramps, huge CAPEX, and market price wars is an incredibly resilient company.
Some of the best analysis I've seen on this company. Super impressive channel analysis guys 👏 👏 👏
Tesla never said what their strategy was until now. Everybody was just guessing up to this point. I love it!
Yes, when Tesla does not come out and announce their plan rumors keep spreading and grow larger. Along with rumors comes uncertainty.
What would you love about this, they just said they're going to go compete against Uber and Lyft. You're going to have to be in the car, this just proves that self-driving is not coming anytime soon.
Him canceling a visit to India, and Mexico going nowhere. This is not good news..
Wall Street is going to sell this thing like a hot potato this is going down to 110 probably never thought it would go this low.
I feel bad for the suckers that went out and bid this up to 160 today, what fan boys are going to be slaughtered
@@Joedisney yea you are clueless about Tesla. Everything Elon has planned has become a reality. Timing may be a little off but he does deliver. Semi-truck, cybertruck, FSD is almost done . So close. Why do you think Tesla has the smartest people in the world working on FSD, for shits and giggles? He is spending billions on NVIDIA chips. So many chips that nvidia can’t sell him what he needs. He has to go to AMD. Go buy your cr@p Disney stock. Disney can’t even pick the right CEO.
@@JoedisneyLike Elon Musk said, If you don't believe in FSD don't buy the stock. I own FSD and love it. It's like my own chauffeur.
@@frank3567😂🤡
You guys are great together!
Can’t wait to try Tesla ride share and Cybertruck.
I noticed they included the empty space in the picture of vehicles at the supercharger. Didn't Franz say "watch this space"?
You’re all right! Wasn’t there an overhead picture of the hybrid unboxed method in their deck.
There's no logical reason to partner with Uber and honestly the hidden beauty of this is that when people ride in a Tesla for the first time they're going to learn about Tesla's and potentially may buy one for themselves...
If Tesla partners with Uber and gave away $84k profits per car, Uber could become a top 100 company. Tesla can stick to making just $5.5k profit per sale instead. Good plan. Not good for Tesla, but great for Uber.
@davidbeppler3032 Sorry, how are people determining that the price of a RoboTaxi is remotely close to the price of a human operating a vehicle through a RideShare? My understanding of economics is that if the marginal cost of operating a fleet is lower, then the competitors in the market will lower their prices to gain market share to maximize their profits. Can you explain how competing fleets of robotaxis will maintain $84k of margin per car per year? I think this entire scheme needs to be thought about more critically. It's a real head scratcher. I bought puts last week and now after seeing this half-baked announcement, will be buying more puts tomorrow. Put another way, if Uber/Lyft could pay their drivers $0 to gain market share from each other, would they do it? I think you get the picture.
@@ZTK-RC Sure. It is just math. Tesla builds a car for $19.5k. Sells it for $25k. Tesla profits $5.5k.
Tesla builds a car for $19.5k and rents it out 20 hours a day, 7 days a week 360 days a year. At $0.25/mile, 45 miles per hour. How much is that over 3 years?
Timing rocks
Thanks!
Elon said Cybercab. Is that the name leak😂?
Good discussion. I'm very happy to hear they are moving ahead with the next gen vehicles separate from robotaxi.
My Puts got destroyed today 😂😂😂
Good
Puts almost seem like a sure thing.
Mine too..on complete bs guidance. This stock makes absolutely no sense.
My leaps were -88%, hope your puts something in to them 😉
@@dallasjohnson8923 cope
Didn't think about the insurances
Amazon and travel and tractor trailer situations. Maybe there might be a split in the infrastructure of the roads.
Is a new $25~30k compact model with a steering wheel coming or not?
I'm still confused after Q1 call!
When talking about the AWS-like AI inference compute service future, I wish someone asked this:
Being able to provide customers with such service will require robust network infrastructure since it's provided via wireless connections from Tesla cars. Is this where integration with Starlink comes in?
The excitement in all your voices and faces 🤑
is it really that hard to get tax credits for the model 3
They could give FSD discounts for drivers based equivalent to miles completed
They will drop a model 3 rwd long range and a model Y juniper with a rwd long range. Then get a GTI sized hot hatch model 2. At scale they can go drive by wire and 48V. All almost the same infastructure making production easier.
Contracted?
do you think theres a chance the 25k car IS the cybercab?
If Tesla can generate 30k per year on a driverless cab that costs them 25k doesnt it make more sense to keep it for themselves?
It will take years before one can "put your car on the ride hailing network". None of you mentioned the immense city by city regulatory approvals required for level 5 autonomy.
Tesla continues to lead with the vision and charge of FSD and launching transportation in a unique and forward thinking way.
New ERA folks! New day!
Excellent job, gentlemen! I really enjoyed this. I appreciate you all.
I have two harmonious answers to Emmet's question about the ride-hailing app:
1. When people the it costs less, they will automatically go to it.
2. When people learn how much safer it is than having a human drive them, they will automatically go to it.
Yes, in that order. Even though safety should be John Q. Public's #1 concern, I suspect price will be the strongest motivator.
And, to Farzad's question about the next vehicle, I agree with Brian. Look what the Bug did for VW and the Corolla did for Toyota some 70 years ago. Same scenario is my guess.
CYBERTRUCK is an excellent ROBOTAXI
And an upgraded with SBW would also be an excellent RoboTaxi.
Both have excellent entry access for the infirm or encumbered, and both have lots of storage. I wonder whether a wheel chair friendly version of the Cybertruck is possible?
It won't surprise me if there is an acceleration of Cybertruck production for RoboTaxi purposes.
Did Tesla say multiple model on the $25K platform? That would be checkmate to competitors.
No, it's multiple models partway between model 3/y platform and new robotaxis/$25k EV platform. Maybe Model 3/Y Lite?
Hey Farzad...I'm a traditional/natural design builder, wilderness guide, and naturalist...So you've (among very few others) become my "go-to" for all things "Elon M." related which, indirectly, is what's happening in the world technology-wise...I would love to see a video, even a short one, that profiles "who you are" since this channel, to me, is exceptional in content though I don't think most realize that...This comes from a 63-year-old "traditional person" who has spent years without running water, electricity, or a vehicle, from rural to wilderness settings. Thank you for keeping somebody like me well informed of this facet of our world...
A shrunken down m3 and Y?
I added big at low 140s, betting this as a bottom and based on the fact that stock is super oversold and already priced in a lot of bad news. God's wisdom.
Hahaha i love it the move that TL0 is doing today😅😅
They're going to take the Model 3/Y chassis, shrink it down, and lower the price. It's a major refresh to an existing architecture, not a new architecture made for "unboxed".
A Tesla ride hailing app would be a good marketing move as it would expose normies to Tesla EVs.
How are they going to manage the payment system?
Probably similar to what I do with charging network
While I am a believer ultimately in acceptable FSD, I had to take the graphic with a grain of the drive hailing app with a big grain of salt. Developing an app is all well and good, but there is little real correlation with the actual readiness of FSD.
Tesla is doing Hybrids! (Sort of.) Hope you're having a good day, Farzad.
brian is so right with affordability
The same way sometimes Uber sends you a waymo car.
It's good your creating bomb space!
Yeah, we’re getting bombed alright !
DRIVEABLE = ROBOTAXI...
...So long as there is Steer-By-Wire (SBW) Which in turn requires 48V architecture. New Model 3s & Ys could be RoboTaxis.
With SBW the steering wheel can be electronically isolated which remove risks such as drunks, kids, or careless passengers from crashing the car.
Potentially This may make upgraded models more expensive due to additional parts. But mass volume manufacture of SBW should reduce the increase in costs and increasethe savings from 48V. In turn, these volume component cost reductions would help reduce parts cost for the Cybertruck.
Dont forget the "X", the app for everything!
The ride hailing could be over BOTH the Tesla app och the X app
Nick fucking called it!
To get Tesla Ride hail to work, they just need to lease cars at a special rate to Uber drivers who are tired of Uber. They lease cars at a great rate making it profitable and attracting passengers to Tesla app at the same time.
Epic group! Gibbs Emmit Lutz and sometimes Brian (lol) balance the hyper bullish thoughts of the others nicely...and I definitely lean hyperbullish on Tesla!...need these counter thoughts from such knowledgeable folks to help me with think things through. MORE OF THIS PLEASE! Christian is great for the same but is more market focused...doesn't seem as well researched as the others in the bigger Tesla projects and concepts (at least from what I've seen so far)..I still love hearing from him anyway too though. And Boomer Mama is always a must have though I don't think of her so much as a counterbalance to hyperbulls haha.
Hiya Guys
Bought the dip, 😂🎉
My God this thing's going down Don't you see this sell sell
He just told us he cannot finish FSD He's going to compete with Uber and Lyft you have to be in the vehicle.
He canceled his meeting with India He's not going to open up another factory
Inventories building up
Cash is declining.
All the good news is just pie in the sky it means nothing until you actually see a product making money. Wall Street is going to slaughter this stock.
I cant tell if you are being serious or joking
Can someone explain to me how to vote for Elons compensation. I honestly can’t find
you mean the 50 billion he wants, for, what ? exactly ?
@@ashleyobrien4937 for taking Tesla into a successful and profitable multi hundred billion dollar EV company from a startup which no one else has done
@@ashleyobrien4937 he is needed as well to take it next level with ai and robotics. I am an investor and do not trust anyone else for this task.
@@ashleyobrien4937 you mean the shares he earned. Smh
You will be able to vote your shares through your broker, but voting is not open yet.
What are they going to do about the fact that nobody wants an EV? I work at a used car dealership and we just stopped accepting Tesla’s as trade ins because of how many we have and how long they have been sitting
The number one selling vehicle in the world is an EV. That's not "Nobody"
So how did they sell millions of EVs?
Probably cuz new Teslas along with tax credit are better deals than your old ones. Everyone I know wants EV.
@@bikepacker98505.8 million teslas have been sold in total let's gooooooo
I love Tesla but it is ponderous that on quarters where they crush earnings the stock goes down 10% and on quarters where they miss estimates the stock is up 13%. SMH
Latest News ( copied from CNBC web page ) about TESLA Auto Pilot: Federal authorities say a “critical safety gap” in Tesla’s Autopilot system contributed to at least 467 collisions, 13 resulting in fatalities.
The findings come from a National Highway Traffic Safety Administration analysis of 956 crashes in which Tesla Autopilot was thought to have been in use.
Tesla’s Autopilot design has “led to foreseeable misuse and avoidable crashes,” the NHTSA report said.
Tesla stock price just hit $160.
@@Stephen0091HAHAHAHA ur funny 😅
And... Back to under $150...
Enjoy these short term gains. They had to sacrifice the original long term plans just to boost this stock back up
@@JonathanRootD $163😆
Great, finally a way out of this madness
So $2000 by Friday? 😊 finally.
Easily implemented in all cities where they have tunnels Vegas, Miami , New York etc.
Stainless steel 3 seater and 6 seater (cyber) just a guess☺️!
Then why havent they?
Hmm.... As much as I like FSD I have my doubts about bringing the fsd taxi functions to all cars... For example how will it detect if a person is lying below the car? This is what happened with cruise and why they needed to stop their ride share. The only solution I could think of would be to add some sensors or cameras below the car... I know it is a rare/edge case, but it needs to handle situations like this, because they will happen. But maybe their special robot taxi cars will have something like this... So while I think Tesla is far ahead of everyone, they are still not there, and I think the actual hardware isn't ready for all edge cases that can happen, even when it drives 99,9999% perfect... There is still 1 of 100.000 having an accident. And I think the actual hardware has too many flaws (like missing sensors below the car, or more cameras) to get to 1 in 100 million.
a self driving cheese grater, carrot cutter, kiddie slicer....yeah that's a winner...
Model 3 performance is cheaper than the long range because of the rebate. This needs to change
Why more margin for Tesla
Document is a lot of hopium
If you need eight people to respond to an earning call, that's eight people too many.
How does self driving operate in a snowstorm?
How do you operate in a snowstorm?
lol probably better then insane humans who don’t slow the hell down and have 200 car pile up’s.
why doesn't Tesla offer insurance cheap for buyers, that alone would be huge incentive to buy Tesla.
Cause they can’t fix the cars cheaply either !
@@user-rq1mk9hi4x Agree. Extremely expensive to repair and time required significant, which adds more cost.
Its not ready. A couple of accidents and this will be shut down for many years.
Isn't Tesla doing a deal with Uber? Are they going to merge with Uber?
Never.
But can't the cars fly now?
Some people don't care about EV, or FSD, they just prefer to drive....... It's cool.
Right? I like to drive
None of those people enjoy stop and go traffic. It is not cool.
Some people don't like driving a car; they prefer to use a bicycle.
And many more people can’t afford a car. And can barely afford Uber.
Robotaxi solves a lot of issues.
And, in the early 1900's, people didn't lke cars because they were loud and scared the horses...
What the hell are all the asian taxi drivers going to do when the Robotaxi arrives ? Guess they will go back to being waiters 😂
How will they get the word out about the ride hailing? Easy, Elon's X account. Even people in the Tesla community often forget this.
Multiverses
Nick say like a few more times
Prototypes are easy production is hard. The app doesn’t impress me. Make it happen captain
They could make a very cheap Model 3 without paint and one motor. S3XY ❤
tsla the bomb!
TELL ME THIS...WHAT HAPPENS IF THE PEDAL GETS STUCK ON A F*****G ROBOTAXI 👀
What pedal?
There is no pedal or steering wheel and the new robotaxi
The matrix: “there is no spoon”
Everybody ☠️
Where we're going we don't need pedals.
One smart guy use the same lines
Thanks Elon. We love you bro. We’re with you.
I don't like the idea Tesla will partner with uber because uber takes 60 % of the rideshere big ripoff for the drivers .they should have there own platforms and let people and drivere choose where there want to work for .
The ride hailing app will be X, it is after all the everything app!
One empty car drives by.... EVERYONE will notice!
I bet Tesla can sell a $15,000 cheap safe car.
Why Tesla went ↑ 13% after hour?? I'm scarce...
Guidance, new cars announcement, acknowledgement FSD/Robotaxi and many many many great news (especially for WS that is)
Elon made more stuff up
@@ZTK-RC leave your mothers basement and make yourself useful instead of expressing your frustrations on the keyboard.
Really, its more fun
Let Uber fade away
Why do people think Tesla should give away $84k per car in profits?!
Tesla should not have profits.... they are a car company. Let Taxi companies have that profit. WHY?!!!!
Those profits don't exist. They are based on estimates that currently include paying for a human operator. Lyft and Uber will lower their rates on their Tesla fleets to compete with each other to an amount which is just over their marginal cost to operate. This is how they've always operated. People are clueless about economics and eat up Tesla bullshit press releases. The quality of education in the United States has been purposely nerfed for decades and we are seeing the lack of critical thinking in the markets. Cheers and good luck!!
Bunch of hype and hyperbole in this video.
Imagine RoboTaxis where the marginal cost per ride is only $1-5. There is no money here in the long run because there is going to be a race to the bottom by all of the operating Tesla robo taxi fleets and competing services. The only value here is selling a Tesla that people believe will earn them the same amount of money as a human driving a car. Takes a complete idiot to believe that. The Tesla bull astroturfing is comical.
24:00. I 100% disagree. There is no "uber network effect". I have zero interest in getting in some random stranger's smelly car, and having to socialize with said person. I see no difference between using Uber or Lyft. If I had the option to be driven around in an autonomous Tesla, where the cab is the temp I want, I'm listening to the music I want, I don't have to deal with a smelly stranger of questionable trustworthiness, why wouldn't I go that way? Especially if it's less money? What "network effect"? I don't think you understand what a network effect is. It's like how if you're on Facebook, you don't see post from Google+. This is just a ride man, there's nothing stopping you from using Uber, Lyft, and Tesla depending on what's most convenient in the moment. It's not like I need all my friends to be using the same thing just so I can get to their house.
came here for the AI thumbnail...
Tesla will copy Uber. Revolutionary!
Instead of selling robotaxis to Uber and Lyft they're going to use them on their own platform and outcompete them. Because they won't have to pay drivers 90% of the time, and the other 10% they're paying their own customers for sending their cars to the network. That's like 80% lower taxis costs than Uber or Lyft. They're fucked as soon as this gets high volume
@@erenjaeger9418 if I am wrong, please forgive me in advance, but I don’t believe FSD will be ready for this in a very long time. Even if they somehow manage to crack it, it would take ages for the government agencies to allow them to use it for passengers.
Like apple copying thomas Edison.
Lmao
When I invest in things, I try my best to find 10 bad things and 10 good things to not be bias. It’s hard to bet against Elon.
All Tesla stock moves depend what Elon hypes about. When the artifically created hype dies, eventually the stock will plummet.
Robotaxi is fake - fsd is level 3; it has zero hope of being anything better any time soon. It iterally can't hear a siren; it can't hear at all. It can't interpret hand signals from someone directing traffic, it can't back out of a parking spot, it can't negotiate a parking garage. FSD isn't full level 5. It can't recognize a police car or emergency lights; it can't recognize a school bus unloading children; it can't tell a bolder from a tumbleweed or crumpled newpaper. If this is the "big" move - move down to 100.
Forking funds 50000 B. I'm trying to fix the mistake I made that wasn't a mistake. ........what is 12? A MERGER. I CAN SEE Automation nations. Delivery, logistics, financing, travel, interstate Galactica. Would be the best places for selfdriving companies.
The app for ride hailing is the easiest part. You guys are falling for classic tech bait and switches.
To me, it’s disappointing that Tesla and Elon can’t (or don’t want to) get the Gen 3 vehicle out before second half of 2025. Instead this more expensive hybrid approach as some kind of stop gap to get them to the full Gen 3 RoboTaxi. I see the elimination of the Gen 3 driver based car. This would make Reuters article correct as the “model 2” driver car is DOA. And in the long run is going to hurt Tesla.
They are probably sandbagging the model 2 why the hell would they announce the date and price this early it would just Osborne the model 3 especially in non US markets where they desperately want a compact. They should say shit about model 2 until the day they are ready to ship it
It's crazy that the airspace is much more safe to travel due to Tesla Tech.
A Camry gets 500 miles of range on a full tank. How is Tesla going to compete with that?
12$ vs 75$
.....And you can get 500 miles of range in less than 5 minutes.
@cautionfawn5762 1 hour vs 5 minutes. Which is more valuable?
That comment is like Music streaming competing with CDs and tapes. It’s not even in the same league.
@@BradKwfc you have to go to gas stations? 😹 charging only takes 3 seconds. going home and plugging it in, and taking it out to leave. full tank of gas everyday.
Hans has bugs in his beard. Lice
The circus is in town circus Vargas tesla 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡
There seem to be more and more talking heads on these Tesla channels. All trying to promote one another. Shorter videos with one guest would be much easier to watch and the videos would be shorter. Just a thought ... not that I do not value all opinions.
Lol😂😂
These people don't look too confident and pleased, because they know that the technology isn't there to back Tesla's claims. ☺