Nvidia vs. Tesla: Part 1 / Tesla Trade Secrets Stolen / Ford Changes EV Plans Again ⚡️
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- Опубликовано: 13 май 2024
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Tesla Powershare: www.tesla.com/powershare
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00:00 - Tesla Energy
4:56 - Powershare
5:33 - FSD v12.3
7:56 - Satin Abyss Blue
8:04 - Regulations Pulled Back
10:13 - Tesla Software
10:46 - Tesla China & Ford
13:46 - Gotion Files
14:16 - Bentley Delays EV Plans
14:53 - Audi US Plans
16:01 - Shell Divesting
16:23 - Ferrari EV
16:34 - Nvidia vs. Tesla
22:12 - Tesla Trade Secrets Stolen
23:11 - TSLA Stock Today
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#TeslaNews #Nvidia #TeslaStock 
Авто/Мото
Let me know if you want that Nvidia vs. Tesla deep dive - also curious how familiar everyone is with Nvidia in general. Wanted to keep today veryyyy basic as I know not everyone has been following Nvidia closely!
Yes sir thank you
Yes
Yes
Go for it!
Please do the Nvidia/Tesla deep dive. Thanks
Hey Dillon, we got our solar/battery/inverter/auto. disconnect switch for
Reroofing in the next month. Researched and spoke to many in the industry. Tesla solar roof too expensive. Solar roof panels have many drawbacks, for example, when it starts leaking through anchors, not if; insurance premium increases and hidden excessive expense to remove and reinstall panels. If the laws would change to allow installing panels on a ground mount this would solve a lot of roof penetration and ugly issues (sorry roof panels are not pleasant looking).
You installed it before they pretty much doubled the price. Well done
Teslas solarroof and powerwalls are way overpriced!
Deep dive- Yes!
Saw my first CT in-person today and got to sit in it, as well
What did ya think about it?
*The Detroit C-Suites are playing a dangerous, never ending game of "EV WACKAMOLE".* They still have no idea what to manufacture while the industry changes too quickly to keep up with.
I agree mostly with what you say. Although it is encouraging to hear that Ford is going to go for small cars. I am especially interested in a small pick up truck. I currently have a Mazda B 2000, you know a little rice rocket from 1985. I don’t want to ever part with it except for an EV About the same size. I’m a pretty tall person and I’m in construction and I don’t want pick up truck high off the ground.
They never took any risk to innovate and because of that they couldn't even catch up to Toyota, forget about Tesla which takes massive amounts of raw talent and massive cap ex with no guarantee for success
Every country has their own traffic rules and uses but since none of these are programmed into FSD, every country will need its own FSD training. This means that looking at US FSD behaviour for Europe makes little sense. It also means that FSD will have to change when you pass a border.
On the other hand, FSD *could* change when you pass a border. Human drivers tend to have problems with that.
Oh and also, the same is true for US state borders.
Yup, country-specific training is critical esp. for V12 now, as you can't program different traffic laws/behavior/signage etc.
(it even varies a bit state to state in US, eg lane markings esp. exit lanes and gore sections, and also re passing lane rules etc)
Luckily, Tesla is VERY good at changing behavior across borders already... drive into Canada, and it switches to metric km etc.
It confused heck out of me driving east out of Grand Canyon in AZ, when .. I lost an hour! Realized that I had gone into Navajo nation land, and they DO observe Daylight savings, unlike AZ, so the clock switched! (also does other time zone changes heading east/west.) Dang smart.
i never thought of that. good call out.
Leading EV manufacturer, it’s got to be GM 😂
Is that you Mary? 🤭
My buddy got a solar roof and quickly found out that he was uninsurable now he has a serious problem. This was Florida about a 3500 square-foot house and he has a mortgage so he has to carry insurance.
Yes Please and Thank you for your hard work
1:03 - Let's be real, Dillion, we're going to hear the exact same questions we hear every quarter on the conference call: 1) "Wen CT at 500k/year?!", 2) "Wen margins 150%?!", and 3) annual production guidance (which they still won't tell us). I'm being hyperbolic, but you get the idea. I'm pretty sure the Say questions just get copy-pasted at this point. I had high hopes when Say started, but it turns out the retail investors just want to ask the same questions the institutional investors already have been asking for years.
Thanks for all your hard work Dillon
Yes, a deep dive would be valuable!
Excellent episode Dillon, thank you!!🙏🏼
Nvida vs tesla deep dive is very important . Please share your findings. Thank you.
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024
^^^^
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
Sonia silvia expertise is truly commendable. she has this knack for making complex crypto concepts easy to understand.
she's mostly on Tele grams, using the user name
Silviatrade1THATS IT
Tavarez "Tesla and ourselves" how presumptuous 😂
Including “Tesla” got him noticed …
Thank you Dillon, for this feature-dense episode. And your delivery is always so easy to listen to.
The largest CONFLICT in the Tesla solar roofing is finding Qualified installers!!!
& thank you for the NVDA ticker symbol at the end of your episodes. 😊
Yes! Good video as usual, Dylan! 👍
Love to see the comparison
Great coverage
Thats good to hear about solar roof
I have been running 12.3 since Mid March. I live n Florida. I average around 20K miles a year on both Highway and rural roads. I also am not shy when I comes to reporting feedback. Once noticeable improvement is the much smoother handling of Roundabouts. Braking is smoother also. Cruise control has taken a step backwards. If you set a speed higher than the posted speed, you now must press the accelerator to get to that speed. Just turning the thumbwheel will no longer increase your speed over the posted speed. One note to all: DO A REBOOT OF YOUR CAR AFTER GETTING V12. i had a lot of crazy behavior until I rebooted after the upgrade.
I have a hardware 4 model Y that I got September 2023, we did transfer FSD from old model Y that we got September 2020. Had 25k with 95% driving on FSD. Oh, we also are outside of Philadelphia on east coast. Just got FSD 12.3 yesterday!
Yes, please compare
Gas price is going to have people rethink their next purchase.
This already good channel seems to have upped its game - best out there by some margin! Thanks Dillon.
Yes a deep dive would be nice
YES Dillon! Please! Thank you man! You rule!
Yes to a deep dive!
Thanks for a great update as always Dillon. Yes please to the Nvidia deep dive. 👍
Thanks again, Dillon. I never miss your new posts. And yes, I'd really like to see an Nvidia/Tesla deep dive. I'm thinking that the data speed of the D1 chip may make for a pretty crazy throughput for a hybrid machine. Your thoughts on this?
Yes, absolutely 😊
Yes.
I'd argue that BEV mandates are counter productive, it's the only legit reason to appose EVs in general and drives a ton of visceral blowback.
Agreed. The time for mandates is long past. BEVs will rise at a natural pace to replace most ICE on a level playing field.
7:52 How address different regions for FSD? Simple (though not necessarily easy): train with clips from that region and load region-based versions.
I downloaded V12.3 fsd tonight. I'm really looking forward to seeing the progress
me too! Omar?
Yes thank you!
As an architect I absolutely love Tesla roof on all metrics except price.
Better a conventional roof + PV & a powerwall for less $$
imo Nvidias brilliant advances can rapidly accelerate Tesla manufacturing, AI, FSD and bots.
Yes, please, Dillon. Thx.
Yes and thank you.
Comparo N and T = hell yes.
"And sadly, no, I do not live in the blank check mansion." You make me laugh more than any other Tesla analyst. Thanks!
yes please make a comparison
My Tesla solar roof bid went from 160k to 500k when Tesla decided to no longer install here in AZ. So ridiculous. Even at $45 per sqft that price is still $350k. I just got a premium concrete tile roof done for 60k. That would make the Tesla solar roof at least 3-4 times more than a premium roof after this new $45 per sqft and rebates. It would take a few lifetimes to recoupe.
Dillon, YES Please a deep dive ;o)
Yes, deep dive!
Yes please do the deep dive.
@8:48 Just put on *BEVs* that they don't have any tailpipe *_at all._* That should tell you *_everything_*_ you need to know._
Teslas Full Self Driving ver.12.3 is finally an exponential improvement. Reminds me of the many years it took for computers to master chess at an average level, and how few years after that computers were beating chess Masters. That's the moment we're in. Thanks Tesla FSD team!
Teslas"FSD" is still trash!
Looking forward to your NVidia updates/lessons. I need them.
Dillon! Re solar...I thought it might be interesting to do a little comparison of installing solar panels/inverters in different countries (I've heard that it's much more expensive in the US, for some reason). In Australia, we were able to recently install a 6.5kw system (with inverter) for around $6.5 K AUD (which is around $4.3K USD), making it a no-brainer (we power our entire house + EV using our system, saving us thousands each year). That's without government subsidies, which are pretty hard to find these days, given Australia's phenomenal (world leading, per capita) installation of home rooftop solar installations. Would be interested to hear how much it costs to install rooftop solar systems around the globe!
On a single story, composite shingle roof house a 6.5 kW system will be about $3.50/watt so about $22750.00 USD. This is in California and doesn't include any rebates or credits. We use REC and Panasonic modules and either Enphase or Solaredge inverters. The modules aren't the cheapest but aren't the most expensive either. We do Sunpower as well depending on what the customer wants and the price is adjusted accordingly.
We probably couldn't get the modules for that price let alone the rest of the system. Actually the labor is probably more than that.
@@bryanwhitton1784 thanks for this - those prices are EXTRAORDINARY, wow. Anecdotally I'd heard that home solar was around 4x that of Australia - this seems to confirm that. Once again, thank you.
I'm moving to Australia if it's that cheap, amazing 😂 It's about £12k for a similar system in the UK. US prices seem crazy for everything these days, rent, food, eating and drinking out. Even McDonalds is more expensive in the US.
@@sdpryceI have looked at moving to New Zealand and Australia in case Trump gets elected again but neither of them want a retired solar engineer. 😉
2024 highland branch myself here, habitually checking for updates every evening. I am so spoiled by this car that I have not had even for a week. I know updates from the factory install take a bit, but one could hope. Also, the blue wrap is still better than the blue paint excluding the CT of course.
Go for it mate, your Tesla and Nvidia comparison that is. Cheers, Brian G.
Yes, I would love to see you produce podcast on Nvidia and Tesla together.
Yep. When I had a contract in 2020 the price was around $100k. Then a little over two years later after the first company fell through the price doubled.
I loved that movie Blank Cheque. Original story line very entertaining lol
I was pleasantly surprised when I was able to download 12.3 day before yesterday. One of the first things I tested was the lower speed limit when yellow light is flashing for school zones. Nope, still not fixed. It blows through at 55mph.
Driving down the road though, it no longer jumps into a turn lane for no reason, so that’s a plus. It’s obvious Hwy stack isn’t incorporated. The lane changes are still pretty jerky on the freeway.
Just downloaded FSD Beta v12.3 tonight. Can't wait to try it out in the morning!
Yes, please compare.
Yes, compare please 🙏🏽
Dillon, in response to your segment on Tesla solar roof i read in the comments section about the general high cost if rooftop pv installation in the US . I find it to be prohibitive for me. It is discouraging that we have the IRÁ and many states have additional incentives to defray costs and still it is beyond what many people can afford.
Well meant policy incentives gone array due to poor implementation I’m guessing.
The sad result of this is that the well off only get better off by reducing their dependence on grid energy suppliers while the less well off end up paying more to offset the revenue stream dry up, and the wealth gap widens. Maybe my logic is half baked, any thoughts?
They think people will be driving hybrids in 2030😂
Yes, compare
Yes
Yes, NVDA & TSLA comparison would be great! Thanks
YES
Got update to FSD 12.3 last night
thanks
The solar panels are also said to be inefficient, but they maintain the look of shingles, so they maintain curb appeal/property values.
Yes, please do a video comparison btw NVDA and TSLA
Dillon, my experience with the Tesla solar glass roof is as follows:
I filled in the online preliminary quote form. The estimate was for about $45k.
Waited almost 2 years to receive the official quote from Tesla (for a new build roof). When it finally came, the price was actually $145,000.
I obviously went with a different roofing choice.
8 months after the official contract for $145k, which I didn't sign, Tesla contacted me again. They informed me that they can actually honor the initial $45,000 price that the online tool quoted me (at that point) three years prior.
Obviously, I wasn't about to rip out a brand new roof, that I spent tens of thousands of dollars for, to replace with Tesla solar glass.
particulate matter filters have been standard in Europe for years now
Wasn't Dojo supposed to ramp up Las year, if so then where is the good news of it?
Dillon - it would be great to see a deep dive on Nvidia. Your analysis is appreciated.
yes
Give us more details about your Tesla solar roof quote. Sqft, kW, style of roof ( hipped, gable, both? Number of peaks and valleys?). Did that include powerwall?
YES to Nvidia vs. Tesla comparison.
With regards to not being able to set behaviour due to lack of heuristic code. This is not really the case. When you training FSD, besides input from cameras and sensors, you can also feed in settings within the vehicle. This is how the assertive settings change the vehicle behaviour. Those settings don’t need to be onscreen, they could just be in a configuration file that is uploaded into the vehicle with different configurations being used for different countries / continents.
I just got an invite to a Tesla solar and powerwall thing in Topanga on March 24th. I don't live in Cali anymore but I wonder what that is about.
Great FSD table! Disappointing to see pothole avoidance at a 1 though…we have so many potholes in the UK it’ll need to be at 7 or 8 for the Brits!!
Yes, please
Yes for tesla vs Nvidia
@7:45 comment: you will need to train a different FSD for every location that has different traffic rules. Like US vs Europe with stop signs vs right goes first. When you train different models the problems you mention are automatically solved.
On my someday list, I plan to use Tesla powerwalls with some generic panels. As I understand it, I can have the software without the crazy price of the solar system
13:25 if Ford can make a small BEV pickup with an LFP pack for around 30-35k I’ll be a day one reservation holder
That is what I did; put up generic panels with tesla batteries.
If Ford could make ANY small pickup for
Very informative, keep up the good work Dillon 🎉
Yes 👍
Got my 12.3 today. First impression is positive.
Angleton! My home town 🤙
No S curves in Angleton!
@@FrunkensteinVonZipperneck best curves in the Houston area are right up the road from Angleton starting at the Sandy Point Church... Heading east and let's out on FM 1462 🏁
About time NA companies revive / review small car market. Cars like the Geo Metro, Suzuki Swift, Toyota Yaris, Honda Fit, Ford Fiesta - all popular cars. I can't afford a Tesla. So 3 years ago, I had to settle for a Nissan Kicks. No one in central Canada was selling a smaller sub-compact. If China shows up with a fun little sub $30K econo box with 200 mile range, that would get my attention over a Tesla. The $20K cdn price difference between a sub-compact and a Tesla buys a lot of fuel. A lot. Those little cars are very fuel efficient.
yes on your making a review of NVidea and Tesla
Wish there was more disclosure on who is getting FSD12 and when based on their cars hardware…. I have a 2018 with MCU1 but ECU 3.0 upgrade….will i ever get FSD v12?
Dillon, am I right that you live in Salt Lake City? I live in Utah too, and am looking into getting a used Tesla. I’ve seen a few dealerships here that specialize in used Teslas. Wondering if you know any of them and can vouch for them?
Yes, deep dive!
Yes dive deep Dillon and never come back!So much biast bullshit,all your videos are worthless!
Yes
YES
yes
Yes
Yes
Yes