Why Tesla Is Prioritizing RoboTaxi Over $25K Car
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- Опубликовано: 18 апр 2024
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I don't want anyone driving MY car. The 25k car would sell like hot cakes..
Chevy Bolt never has… sad but most consumers don’t like cheap cars.
@@vegajf51 But its GM's best selling ev ever. Plus teslas quality and features is better
But if you can handle a small fleet (6 cars) of used Teslas.
That's not going to happen for a very L O N G time@@Dularr
All he is saying is: due to brand identity, Tesla isn't the one who wants to do it.
I disagree. Tesla should have a 25k ev on the market. Affordable evs with good range and decent charging are needed.
Studies show once you have evs that hit all 3 metrics of 300 miles or more of range, charging in 30 minutes or less to charge, and under 36k in price, we will see over 50% American adoption. Every company needs to focus on meeting those metrics asap.
Used Teslas are hitting that now
@TailosiveEV it's a start. But we need more. The reality is that at this point there aren't enough used teslas hitting all those metrics for everyone. Also, most people want a few more options. Most tesla fans unfortunately underestimate the proportion of people on the left who should be eager to get an ev, but refuse to support Musk at this point, and have unfortunately looked for and found excuses to not spend money to change. I'm not among them, but I see it everywhere.
For me it's all about getting the clean energy transition to happen as quickly as possible. Road vehicles are about 15% of global greenhouse gas emissions (2nd largest source), nearly 25% of US emissions, and responsible for over 70% of urban and suburban air pollution. Note that air pollution is the 3rd worst mortality risk factor, behind only high blood pressure and smoking, killing between 5 and 9 million people a year globally. These are the stakes.
That said, I'm a huge fan of Aptera and I'm glad we're on the same page on that one.
The robo taxi will be using the same platform. So The robotaxi will HELP not impede Tesla's 25k ev imo. It is like how the Model X helps the model S and the Model 3 helps the model Y.
The only other thing I think we should consider, is that Tesla does not suffer from a demand problem. They suffer from production problems. So even though the 25,000 car would sell incredibly well, they do not have a demand issue.
@@MrStrife622 Tesla's problem is people not being able to afford their cars. Yes they're much cheaper but that barely compensates for the environment right now.
If people had money they would buy a Tesla. This makes Tesla going into a good economy VERY strong as they've been increasing production despite the horrible state of the auto market.
All I need is a $25,000 car. I don’t need anything super fancy or expensive. Less to worry about or depreciate. I just need something to get me from point A to B and won’t cost me an arm and a leg in gas or maintenance. The fact that it would be electric and I can charge it from my garage is just a huge bonus to not have to stop and get gas all the time!
Would you prefer to pay $150/mth or $567/mth?
For $150/mth you rent a Tesla to drive you around.
For $567/mth you own a car that you can drive yourself around.
@@davidbeppler3032 it would not be $567 a month for the $25k car. and yes, i want my own car, i want to drive my own car, and i want the freedom that comes along with it in that i can go where i want, be in complete control over it, and own it.
@@user-rm7kb3il6x The two options do not have conflict, why can't we have both and let people choose what suit them better?
@@heerbuliu1594 never said anything about other people, just what I would want personally.
However a world where nothing is owned by people but instead by large corporations, or the flip side of that, the government, are worlds I would not like to be involved in.
We exist today because of fundamental animal instincts that drive us to succeed, because we're fundamentally social animals by nature and that requires pushing yourself further in some way to be happy and gain satisfaction. If we get to the point where the solution chosen is a universal basic income where nobody needs to work, people will naturally fall for the easiest doe, that being the free chevk they get unless they're particularly ambitious. Then then because the people who make money are the rich ones, much of what you make extra would likely be heavily taxed ro subsidize everyone elses paycheck, which leads to stagnation and a 99.99% sub-middle class which you cannot escape and a 0.01% for everyone owning all the robots running the businesses because barely anyone is working anymore because robots are cheaper and faster. Then because lack of change leads to bordom and bordom is basically pain, dopamine level becomes flat easily dipping below baseline by minor inconveniences that may exist, depression skyrockets, more money goes to big pharma for depression meds, and very soon you get the dystopia future where everyone is on antidepressants even though things are "good". Good is relative, a society where everything is given to you is not a God society. A society where everyone had the ability to change their situation for the better based on their choices, is a good society. Rant about the arguably good future of humanity over.
I don't want category focused car brands, that simply makes it easier for them to not have to worry about competing with each other. I want as much competition as possible in as many categories as possible.
Accelerating the ev revolution seems to be taking a back seat if they can’t do a mass market product.
Model Y is the best selling vehicle in the world
@@TailosiveEV the world has 1.475 billion cars. The model y total est fleet is 2.16 million of dec 2023. Mass market is a large portion of car population. In what way does that equal new? Mass market is everyone’s car? They are focusing because Elon cut 10% of staff and wants more money for himself for 56 billion. With that Compensation the company could build a 25k car factory AND employ the 10% that was laid off. Love the cars but the company lost focus on its original mission.
RoboTaxi (which I doubt will work) but at least hypothetically would replace the role of 5 cars. The $25k car would replace the role of 1 car. Also may not be very profitable at $25k which doesn’t change much for Tesla. If you want a cheaper Tesla buy a used model 3, some are selling for under $20k today
@@TailosiveEV I’m my area the cheapest is 15k. Have a 2020 fsd beta 122k miles. Even with the improvements of fsd it’s doubtful. That’s why I’m for the proponent of a 25k new car. You should not wait for it to be used for a cheap car. Toyota yaris, Nissan ultima, Chevy bolt for some examples. They are just keeping there purchase bracket high like bmw.
@@TailosiveEV Model Y is not a mass market product and all possible Model Y buyers have already bought them.
They last forever and must not be replaced by new ones every few years - unlike those dirty fossil burners.
This year will see the end of this model.
We need the Model 2 to take up the slack. Or the Cybervan.
Cybertrucks have been stoped indefinitely and all existing have been called back and must be scrapped. They have no GAS pedal. And a CT without GAS pedal is boring like a Toyota.
It's the wrong move. It assumes regulators will just allow the RT to roam the streets. Permission will take years to achieve. In the meantime Tesla needs an income and the model 2 makes a lot of sense in a lot of countries outside the US.
It would seem that if the Robotaxi fails, the body shell could be outfitted with controls and there is your 25k$ Tesla
My thoughts exactly. I assume that robotaxi is a red herring to have all eyes elsewhere.
The best car for a robo taxi car is not the same as the best for the $25K car. Needs to be compelling.,
@@danharold3087 both need to be cheap and small, the only real difference is adding driver controls for the $25k car.
@@user-rm7kb3il6x Maybe. Compelling cars sell better regardless of price and size. I am not sure a small car and a robot taxi as one body would be compelling for both. One advantage I see with the modular is that they could build multiple cars on the same 'platform'.
@@danharold3087 well for robotaxi, most of the time they arent going to have many people, so a small size is preferred for efficiency and maneuverability. this is similar to what would be preferred for the $25k tesla, which seems to somewhat resemble the aptera only probably with 2 smaller seats in the back.
They already have picked out 13 cities in friendly states, where they are hiring Experimental Vehicle Test Drivers.
Given that we have been led to believe the 25K car is essentially the robotaxi with driver controls it seems rather odd that they would delay the 25k car unless they figured out it wouldn't be profitable. if that is the case, then all the new gen 3 manufacturing they presented seems like it wasn't accurate in its cost savings. Not confidence-inspiring for investors...
Self driving only works if all cars on the road can communicate with one another, it’s not going to happen. The only thing that can happen is a “self driving lane” which will basically become a train on the road effectively.
Exactly, true self driving will need Infrastructure and cars that can communicate with each other. Only then will you have close to accident free FSD, and that still as challenges like bad weather, tunnels might be the solution for that.
No that's not true. Go test drive a Tesla and experience it first hand. I use it Every Single Day and while it's not 100% yet it does in fat work just fine not communicating with other cars.
@@johnfurr6060 not sure about geekmymind but I've tested FSD on my model 3 and it does relatively well on the highways even though it still does things on the highway that are still dangerous compared to me driving it. City driving is a 50/50 if it can drive it's without disturbing traffic or putting you in a awkward situation. Until it can drive better or the same as me I can't trust it to drive my family anytime soon.
even then it won't work hackers will end that idea if you have to come up with idiotic ideas then level 5 is not possible if you do not want a car then take public transportation.
One legal solution may be to make deals with municipalities to make Robotaxis partially owned by the municipality for close to nothing. In most municipalities they don’t take liability for their vehicles.
I found this out when a fire truck traveling the opposite direction on a divided highway (not responding to an emergency) just out for drive, had it hose fall off the truck causing a of the sprayer to shear off and fly across the highway into my car.
I made a significant effort to get the city to pay for my repairs but in the end I had no recourse as the law was that the city was not liable for anything related to its vehicles, busses, ambulances, firetrucks…
If the city gets a piece of the revenue and has little to no upfront investment they may give Tesla legal cover.
It’s just one possible approach …
As a brief rebuttal to what you are claiming that "tesla will have huge legal battles for fsd to take place," if fsd becomes truthfully 10x safer (so level 5 or w/e your scale is for the safest possible level) than a human driver, then any state or city not allowing it would be liable for human related death and injury due to cars by at least some margin for negligence. It would be a strong analogue with performing more dangerous surgery methods in malpractice etc. Human driven transportation services of government and individuals would now be far more liable. Especially if the vehicle that drives itself is a fraction of the cost of their new vehicle. That constitutes gross negligence.
Ya but thats a huge IF i am 31 i will be well in to my 70s before we see level 5 if ever also even if we get there theres a physcological component to this which is alot of people want to drive an dont want there car doing it for them alot of normal people are not gonna want to get into a car driven by a computer
@@joeycolgan Black pilled outlook isn't useful. Dude you will have full robotaxis in most juridisctions before you are 40. Chill out.
@@johnfurr6060 well depends on what you consider full self driving if you mean locked to a city an cant leave that city then yes but we both know that’s not what he is gonna promise an fsd with no limits is not realistic its not close you dont have to believe me theres alot of people that would tell you level 5 autonomous is decades away if ever
Tesla is making a mistake not doing the 25k car an instead chasing this stupid robo taxi that isn’t gonna help there goal of getting more gas cars off the road
I agree Drew, the biggest issue would be getting regulators to approve FSD regardless how good FSD is. But i do think the 25k consumer car will also be produced alongside the robotaxi since it should be the same platform just extra things likes pedals and steering wheel.
BC just put in new laws that any use of level 3 autonomy is illegal with a fine of up to $2000 CAD ($1500 US). Between the technical and legal challenges FSD will probably take 15-20 years. As a result and given the typical life of a car the focus should be on profitable human driven vehicles and it is a huge mistake not making cheaper teslas to secure even more market share.
When was the last time Tesla took up liability on anything?
Do you guys honestly believe Tesla is willing to take on liability for when robotaxis fail?
Deep down, you know that will not happen
Hence robotaxis is DOA
FSD is also DOA
It will always be relegated to drivers assist because Tesla doesn’t want to take on liability
Tesla is far from ready Musk is just trying to get investors I can't believe most fell for this scam.
Watch the coverage when the 1st robo-taxi has an accident. Ugh. Didn’t his team convince him that having a cheaper 25K drivable car to buffet the fully autonomous vehicle was the way NOT to financial ruin? I’m a M3 owner (love it) and a shareholder (painful the last two years) so I WANT Tesla to do well - just don’t know how all this will play out, especially when Elon has developed an inability to keep his mouth shut about things unrelated to his businesses which nevertheless hurt his businesses.
Autonomy is fine and I get it, but there is many people who enjoy driving and don't want a car that drives for them and I'm one of them. But of course I have many friends that are quite the opposite.
And very good point about cameras replacing mirrors. Even though it is proven perfectly fine and safe in other countries. Where I live (EU) I see semi trucks with camers all the time, like it's nothing new. If your government is this slow to approve this, I can't imagine how long will it take them to approve fully autonomous car.
I’m very glad to hear you are supporting Elon on this, Drew!
8:01 lol at aptera out of nowhere
Its rushed....more people are ready to buy a cheap tesla then risk it with a car with FSD and no steering wheel. Finish figuring out autonomy ....fix my vision based autopilot and cruise control that is anything but....and then do a robotaxi. Also why a 2 dr coupe for a taxi? 🤦🏿♂️
Autonomy will be impossible I am fed up of people out here still thinking level 5 is possible it is not get over it we will only have auto pilot.
I think the path for Robotaxis is to start operating in a few markets that demonstrate that they can bring costs of transportation down significantly. Other jurisdictions will see the cost reduction and want to open up their jurisdiction to Robotaxis. That is how I see Tesla overcoming regulatory hurdles.
Cost for who? The govt doesn't car if joe schmo buys a used car or rents a robotaxi
@@socalsp3 If a citizen of Chicago, as an example, travels to San Francisco and uses a Robotaxi to get anywhere in the city for $1.50 per ride, you don't think they are going to go back to Chicago say why can't we get them here?
As soon as they can demonstrate the full self-driving is safer than a human by five-fold, everything else becomes noise. Robotaxi uber alles.
With prices coming down for battery's and volume increasing. Do we really actually need a 25k EV? Assuming price reductions continue, how long before the Model 3 and Y become near enough to invalidate the need for a 25k model?
The Tesla problem comes down to whether or not it's a software company. I don't think Tesla has the infrastructure to be a taxi company and I don't know how much success they would find in selling their software. On the other hand they could create a aftermarket product
I bought my first Tesla used (Model S) before the Model 3 or Y were available and it was quite affordable for a luxury sedan. Now that nice used 3 and Y models are out there, it’s a great opportunity for people to buy a great affordable EV…and much of the new car depreciation is over. Thanks for the video?
I for one don't think 100% autonomous driving will be a thing in my life time. Just doesn't seem safe with how your system is currently setup. By that, I mean for a vehicle to drive itself safely, I think that we need to bring more tech into it by adding tech to the roads themselves. Think of it as slot cars on non-slot car tracks. They might get from point A to point B, but not without difficulties. Putting the right car on the right road, it'll operate far better. Not saying our roads need a track for these autonomous vehicles, but more tech is needed to make it safer. Will never be 100% safe either, even when that happens. Most of all in the US, where laws and car makers continue to make the car itself safer for the driver, but then in turn more dangerous for if it hits someone/something.
I think your take on this is spot on, the challenges of Robotaxi go way beyond getting the software to be able to drive perfect (not possible, but even if achieved.)
I think you nailed down the main issue of the FSD debate, Drew w/ your quote, “…the car needs to see better than what I can see.” Until then, it’s a not all that close to happening. And once that is a reality, there is that “cliff of insanity” (to drop a different movie ref.) of legal and regulatory obstacles and roadblocks (some of them even literal) before this concept becomes implemented in real life. Keep up the great work.
Regulator frameworks is already in place in several states. Arizona, California, Texas, and Florida...
I do agree it will be a challenge to get it everywhere, but success in a few states will make it happen in more states faster...
I think Elon knows how to deal with regulators. The technology issue is way harder than the regulatory issue. People deal with regulators all of time but no one is as close to a nationwide robotaxi as Tesla.
No. He's trying to justify mass overvaluation
I wonder if you will get referral credits for plugging in robotaxis when they need it 🤔
This didnt age well with tesla just announcing an affordable car
100% agree, even if they de-prioritized the M2, would rather they had gone balls to the wall on semi and energy storage where they still have a giant backlog and high margins
Wow, you have a keen eye when it comes to limitations and obstacles to FSD.
Conan has some good points. I always thought unsupervised self driving would be impossible because of the terrible reputation of software updates alone. Imagine people being killed because of a mix up in units.
Apparently the new model 3 performance will have cameras in the headlights for better visibility.
thoughtful and reasonable without hyperbole.... i'm subscribed.
Tesla as a company is going up in flames right now
This is stupid robo taxis are not possible unless your gonna lock it to city limits
Hot take: Robotaxi. Is the “name” of the next car - Model 2. Like “Cybertruck”. It will be the Robotaxi but sure you can use it as a passenger car too but it will be very utilitarian like a taxi. But got to avoid Osborne and still sell all those highlands now.
People buying a Model 3 are not in the market for a small compact car. Me 2.
To use the same car for both 2 and robot taxi would mean that there are compromises going on. They don't sell.
Very. Well. Said!
I wish the other Tesla Tubers would be honest and be realistic about 1) Elon (at this moment), and 2) the hurdles to robotaxi
(NOT that Tsla FSD isn't amazing, and NOT that it will not evenutually revolutionize everythihng but,...)
I fear that Elon's Ketamine induced "positivity" is leading us down a very dangerous path.
At what point was he well spoken? Other than using proper English. Everything he said was opinion and also wrong.
He thinks you need regulatory approval for FSD. Nothing is illegal until it is made illegal in America. If I invented teleportation, it would not be illegal. It would be legal by default. This means that with Tesla FSD currently legal in 47 states that it would take decades to make FSD illegal. The Gov takes forever to get anything done. Right? So in 20 years FSD might be illegal. Maybe. Depending on court cases. ;)
@@davidbeppler3032does robotaxi have a driver license?
@@davidbeppler3032 You do need approval though look at GM cruise.
I think Tesla needs a WIN rn..there basically have been nothing but bad news this year, with falling sales, the Attack on giga Berlin, the entire thing with the cancellation of the 25K car, overall slowdown in EV sales in certain regions, the Layoffs....
I think Elon IS way too optimistic about FSD, BUT he isn't stupid!!
He KNOWS that he needs something that is gonna make the shareholders happy after SO MANY bad news and such a bad start to the year.
I think at the Next earnings call he is gonna announce GIGA India, and sales in India starting at the end of the year!!
that way they can compensate for slowing ev sales in other regions of the World.
also isn't the Model 3 performance/Ludicrous/whatever its supposed to be called now rumored to be announced today?
so there is THAT.
I think FSD CAN work, but not anytime soon, I think they are gonna need at LEAST 5 more years before they could put this in a car without steering wheels.
And maybe with more brands going into Level 2 plus and level 3 Autonomy, If Tesla CANT get FSD working in the next few years, they may be forced to settle for a level 3 system for a while ( I think they 100% can do a level 3 system on hardware 3)
sure, Elon may hate it , but if everybody goes into level 3 Autonomy and you are the only one stuck at level 2...
@lolfreak how many $35k cars do you think Tesla can sell in India? Elon’s track record actually is very good, promises wise.
Building a car without a steering wheel is just another bad idea. FSD is a joke.
Prioritizing a robotaxi over a high-volume car is not a wise choice. The stock market will tell him that in no uncertain terms; in fact, it is already doing that. If anyone thinks there is no market for a reliable, simple, inexpensive, commuter, 2nd car, kids to high-school, cheap to insure car, then they are too young to remember the Volkswagen Beetle over 21 Million were made.
I agree with you. I think even if Tesla figures out every single thing needed for full self driving, Robotaxi won't be legal for at least 20 years, at least in America. The Tesla bot is a much more achievable goal. If Tesla wants to do a new vehicle, a van would be a better choice it can move more people at a time. Or they can focus on the semi and get production up for it. That would align more to Tesla's vision.
The incentive for a buyer of the 25K car would be the option to have the car earn income when the owner is not using it.
25k is the way to go. EV is already cheaper than ICE. Otherwise, no mass adoption.
Holy fuck, I remember this dude from back in the day when Apple content was an actual thing. Good to stumble upon him again.
Solving for FSD from this point forward is a decision making problem, not a sensor problem. better camera placement could help, but as long as it is reasonably possible in good conditions (light rain, minimal snow) there is no hard limit on current camera setup. Coming this far without radar or lidar is convincing enough to me that from here on out it is an intelligence problem only
Ive also heard people say that the robotaxi IS the 25k model
You can’t sell a car without a steering wheel
It could be the same thing but just without the wheel. To sell it they just add the wheel. Basically the same product? Exciting to ponder.
@@TailosiveEV Sure you can! There is no law stating anywhere that a car has to have a steering wheel. Nowhere on the whole world!
@wolfgangpreier9160 yeah but there are laws against self driving that requires some way of input. Sure that way of input could technically be a game controller or som3on3 remotely doing it, but still. That or they get special regulatory approval which is fairly rare (only Mercedes and a few dedicated robotaxi companies like waymo got limited approval.)
Try the United States bird brain.
In my view: focus should be on driving down the cost of the existing lineup. I bought the Y for extra carrying capacity. I have no interest in a smaller form factor. Self driving is a work in progress. It will be ready when it is ready. In the mean time, most driers want to have a steering wheel and maintain control of the vehicle. Plenty of time to remove the steering wheel from production line in the future. Focus on beating the competition.
@7:14 Las Vegas Loop.
IMHO, Tesla has finally established a process that could potentially accumulate the 6 billion miles of FSD data they believe is necessary to achieve Level 3/5 autonomy. This need for extensive data might explain why software updates are being rolled out every two weeks. Once Tesla reaches this milestone with FSD, the focus will likely shift towards launching the Robotaxi service, alongside plans to roll out more affordable models like the $25k car and the Cyber SUV. However, currently, there seems to be no limit set on the resources dedicated to FSD development. It's crucial for Tesla to advance swiftly and put an end to the recurring "just one more year" promise that has persisted since around 2013. This would not only help close a long-standing chapter of development challenges but also validate the significant investments in autonomous technology.
I’m fully expecting a slideshow of the robotaxi design, specs, subscription, etc but the launch won’t happen until around 2030. If FSD keeps up the progress then 2030 could have limited, geofenced FSD without a driver.
IF it goes out to 2030 that means that the current hardware or software is not enough to get there from here. That is yet to be determined.
Black pilled world view... Does that serve you well?
@@danharold3087 It is not ready nor will it ever be ready to not have a steering wheel.
IT won't be by 2030 they have already hit their peak and many have stopped investing in self driving cars heck the companies who made those cameras are losing money now as well.
It's a mistake cheaper Tesla would have been a better transition becuse even if they crush level 5 next week they wouldn't be able to sell them, regulations regulations regulations even if everyone approves it still would take 5 to 10 years to even be able to sell and produce 1 million vehicles
5:25 Wait... who is responsible for police cars? Do cops have to pay for their own insurance to drive a cop car?! Wow.. the police officer is responsible for any accidents that car is in. No wonder cops need to make more money. They drive unsafely regularly, chase down other cars, and even use their insurance to pit maneuver suspects vehicles! That is insane!
You think he is not anticipating? A man that big of a thinker is years ahead of what your concerns are my man.
You think Musk is bright HAHAHAHAHA (Wipes tear away) sigh thanks for making me laugh.
Life, with the limitless permutations when combined with 'free will', is not a 5 for 1 equation. Although I can see this solution for robots. People commit their time for the benefits they can then afford. Freedom of movement will be a high priority for many at different points of their lives. Saving 80% of the cost of car ownership is not near enough to offset that.
25k is paying for batteries, the car shell and electronics are free. Every couple of years you need to replace the dead batteries..
Teslas EV batteries either last 300k-500k miles or 800k - 1M miles depending on cell chemistry. Neither require replacement after a couple years
I agree that robo-taxi is years away, in the best case scenario. So where is the growth for Tesla going to come from to justify 50+ P/E? Cybertruck is clearly not it. The only way that even the current P/E can be justified, is if they manage to get an M2 with a 20+% margin replacing all Corollas and Civics. Otherwise Tesla's stock will likely be cut in half (best case), and it would still be double than any other car OEM.
India!
It's definitely not years away. Waymo is already doing this in 3 US cities today so...
Tesla will mostly likely generate some revenue from robotaxi next year. I'll concede that it's 'years' away from seeing robotaxis everywhere, but the product itself will likely be launched in some areas next year.
The decision to delay the $25k car will be the biggest mistake to date.
Elon AI 👽 : Genius to a Madman ⁉️
I wouldn't want to have a fully self driving car with no controls unless the AI driving it was on the level of a Chase Elliott or a Max Verstappen. That's going to be a while.
Who told you or bloomberg that Tesls was priorising Autonomy over the next gen platform. The operative word is platform.
The 4680 is needed as insurance to secure supply.
This next gen unboxed compact is going to be more of an architecture than a Tesla exclusive product. The next gen Bolt, the ID Golf, and Fords skunkworks compact will all be built on this new unboxed architecture. A prioritization of robotaxi over a competing Tesla compact EV is just a way of making the prospect of other companies utilizing Teslas new unboxed architecture more appealing as Tesla won’t be trying to outsell the compact EVs from those companies made on this new architecture. The more companies that utilize Teslas unboxed production method architecture, the cheaper the cost to produce them. I also expect Cruise and Waymo branded robotaxi services on this same platform utilizing FSD licensed from Tesla. This is a case of Tesla serving and growing the rest of the market since no one else is structured to make a profit on inexpensive EVs and no one is even remotely close to Teslas lead in self driving tech. Teslas goal has never been to bankrupt other car brands. Just to push them to produce compelling sustainable transportation. Unfortunately they have dragged their feet for so long that bankruptcies are starting to look like an inevitability. So Tesla is shifting gears to help the rest of the industry survive by becoming a supplier on which other companies can build small cars profitably. Tesla developed the unboxed method architecture to save the entire industry just as Toyotas just in time manufacturing process saved Detroit back in the 1980s by returning the big three to profitability.
So agréé with you. Tesla bus, tesla suv, tesla compact will being more money in, provide enormous data and fuel the last steps to fsd. Lets not forget thst semis and energy storage and big parts of the mission.
I see Las Vegas as the proving grounds and that Austin can be the plant to make the taxi as a commercial side of the business. This does not mean the lower priced car is off the table or that Mexico is not needed. I think it is part of the organic growth needed by the company. Which is at odds with it's battery storage demand that has happily augmented income. As you say it will take time and needs municipal approval. They already have a stake with the tunnels in Las Vegas that needs a replacement fleet. There is already an autonomous vehicle on Las Vegas streets that is not Waymo or Cruise. Tesla needs to move now. What they learn on making the assembly line in Austin will transfer to Mexico and India. Proving out the AI FSD in the real world will take time. Especially when you consider how long it took to approve rectangular headlights...
Business-wise I don't really get why somebody who owns a robotaxi software platform would make those taxis themselves. It's much more attractive to license/franchise the software and let all other mass manufacturers compete for lowest price for each car body at scale. Get rid of most of costs, keep all the profits.
I don’t see a path to robot taxi working very well at this time based on the status of FSD with so many mistakes unless Tesla was going to hire their own drivers on call that the robotaxi network
What gets me is that everyone is getting excited about robotaxi, yet it does not even exist 😂. No official concept pictures, no prototypes, no spy shots of it being tested it’s currently vapourware.
Even after it is officially launched it will take many years to come to market, took cybertruck 5 years and it’s still only being made in tiny numbers, robotaxi will take much longer as they have not even finished working on autonomous driving yet.
This looks more like hype to pump the stock which has been falling almost as fast as Twitters value since Elon bought it 😂
The model y is already less than 25k with subsidies
Robotaxi government approvals is 5-7 years away, maybe more. We will not have a Robotaxi on 8-8. Putting all their investment in robo for next 5 years without the model 2 is a wrong strategy.
Possibly this is a diversion away from m2 so there’s no Osborne effect on model 3. Once the public hears a m2 is coming, m3 sales halt until customers decide which one to buy.
Tesla model 2 or give up on tesla. FSD 12.3.4 been using for a thousand miles. It's not ready and won't be for years. Robo taxi in the snow covered roads? Hmm dont think so.
Might as well getting model 3 to lower additioal 30% pricing with high volume, instead spenid more on capx and expensive in the 1st Gen of new model, excessive parts and matterial are already ordered, try using the excessive inventory first. No need a new model, MBA/common sense say. For a new frontier, spend on AI Bot, and make it using for any manufacture applicaitons if capx is available.
Tesla not only needs to expand their fleet choices, but they also need to do a complete redesign of their current models! They are long in the tooth!
Will be geofenced to specific well trained cities.
Tesla should make a station wagon because they already have 1 hatchback, 1 sedan, 1 SUV, 1 pickup, 1 semi truck, but no station wagon, would have been interesting to see a station wagon
Not enough potential sales for wagons to justify it.
Oh, so Tesla won't be allowing owners of their vehicles to simply update the "Full-Self Driving" software to make their cars robotaxi's that will generate them $30,000 a year like Elon said?
Casual reminder that a Tesla isn't even capable of driving through a one-way tunnel on it's own, let alone driving people around an urban environment...
Imagine if tesla owners can opt in a agreement to use FSD on our cars and while we’re at work or home, then the car takes off to do its thing and the tesla owner gets half the profits 🌚💀🤣 I would totally opt in having 2 paid off teslas 😅
Is Elon looking into the future and seeing vehicle sale diminishing as Robotaxi vehicles take over the bulk of the transportation burden?
Don't forget it's just a reveal not an actual production date, going to be about another year before production starts which gives them quite a bit of time to improve self-driving plus just think of all the improvements the vehicle will have including high resolution cameras possibly next level radar etc etc. We shall see but I'm confident in whatever they do honestly plus it'll be a slow roll out at first I'm sure to make sure these things actually work Elon's no dummy
HAHAHAH funny they won't improve it this is just a stock fraud Tesla is still at 2 not even 3.
The EV future is like the refrigerator business. A Tesla car will become as ubiquitous and generic as a white whirlpool fridge.
One bad side I see here is that there won't be real competition to the rest of the carmakers in this lower segment, maybe only in Europe from Chinese makers. Everyone has lowered their prices a ton specifically because of Tesla.
Europe has all but band Chinese cars thank god those things are dangerous.
@jonathancunningham8739 Not really, most of them aren't banned but the imports, tariffs and lack of dealerships is the main reason they don't even try to sell them here. There are like 30 Chinese models on sale where I live but people are reluctant to even buy EVs let alone random new Chinese brand EVs which are just tiny bit cheaper than Tesla or Germans. Main indicator of this is that in my country MG4 is the second best selling EV, they already have the dealerships and brand power from before.
Wow, you sound SO MUCH like Bob's Burgers!
Because Waymo & Cruise have simply been operating flawlessly around San Francisco with absolutely no problems.🙄 Autonomous Taxis are the Silicon Valley Tech Bro Fever Dream idea of Mass Transit
Elon is pushing unobtainable goals because he needs that stock pump ASAP!
Those that fail to understand the underlying challenges that robotaxi needs to meet.....may be fooled into buying TSLA
The best way to pump the stock is to announce production of a $25k car.
@@amosbatto3051 The $25k car may not be much easier than an actual robo-taxi. Most people would expect it to be delivered, which it won't. The audience will not buy excuses on that one.
When robo-taxi is not delivered - the Tesla pumpers will make excuses for the next 5 years while buying more and more stock.
My Tesla can't even read speed limit signs. Elon is disillusional about FSD.
🤡
You are using FSD? How does it work? Are you satisfied?
@@wolfgangpreier9160it’s a cool toy.
@@wolfgangpreier9160 To me there is a big difference between advertised/promised capabilities and what I experience in the car...which I am pretty mad about... Auto wiper not functioning, adjusting speed to speed limit not functioning, freaking out/breaking in perfect conditions, lackluster charging/departure-planning...
@@sharkflower123 I recommend you buy VW. Much better cars. Because much more expensive. They will satisfy your wants. Just go away.
Yes, used EVs can be had for 25k, but a used $25k car will be sold for even less. Perhaps low enough to make them available to economy car buyers.
robotaxi needs regulations, which takes long time, so looks like that it does not make sense an industrial production at the moment
Optimus to door dash soon 😅
I’m guessing the reason Elon is so fixated by robotaxis is that if he sells a car he makes maybe $5000, but the same vehicle could make $125,000 (25x) over five years as a robotaxi. Plus, he only needs to make a few thousand robotaxis in existing factories to recover his investment as opposed to having to spend billions for years to make factories to sell millions of $25k cars to make the same profit. The financial risks are also also an interesting contrast. The robotaxis will require some new things, like automatic cleaning facilities and automatic charging, but this is nothing compared to the list of requirements for the $25k car; financing and building huge factories, accelerating charging station construction, increasing the number of showrooms and service centers, and serious production hell.
Finally if the AI jobpocalypse happens the jobless will be unlikely to buy cars, but they will still need to go places, and robotaxis will likely be the cheapest point to point transportation.
We do not have enough info to speculate if he is switching positions again. He might just make the RT with controls and pay people a shitty wage to take control when needed until he gets the laws changed. With all the problems RT must overcome, we still do not understand why he thinks it is more important than the M2, other than a higher profit margin. Why won't he have the same problems as Hertz did with the RT?
That was already tired in Germany and it failed big time the response time was too slow and it caused issues that won't work this is just another snake oil sales pledge.
Muskrat taking every company down with him 😂😂🎉
The low cost car is a race to the bottom while robotaxi is a race to change the world. Good plan Elon.
Is this three wheeler
We already had 25k ev, Chevy bolt. They were easy to get for 25k and no one bought them.
Same reason no one buys a Nissan Versa that cost 20k new.
Making something super cheap is never good.
Same reason Rolex is doing fine but Timex watch’s which are good enough quality are all but dead.
Robotaxis arent happening anytime soon
they already happened. We are living in the future ;-)
We really only need level 4 for robotaxi in most places. there will likley be tele operators for sticky situations.
Personally I'm goad they are making a hard move to autonomy. They have already disrupted auto and the move to EV's is on. chinese are going to easily fill the low cost market and no reason for Tesla to race to the bottom. Innovation is how companies stay ahead. First to market with EV and they will be first to market with a robotaxi that can be extended to new locations easier than a Waymo. It's all happening and it's happening faster than many think.
Uh no it's not the move to EV has stagnated and control centres do not work Germany tried it and it failed big time 4 is all we need as a auto pilot but we will still need a steering wheel.
I'm not thrilled with this decision. "Self driving" technology has been moving forward and could be safe in the vast majority of cases but there are still edge cases, drivers and pedestrians are unpredictable. and there is a lot that can go wrong. It may be that this level of fully autonomous vehicle could only work if the only vehicles on the road were autonomous. That's not a world I'd want to live in.
A $25,000 new EV would be sweet but I do appreciate the issues you've brought up.
Don't worry Self driving cars goo down the wrong side of the road cuts off other self driving cars etc it will be a very limited auto pilot for 4 we will never have 5.
Betting the company on a vehicle that has this many issues is a recipe for disaster. Also i just dont think that many people who own a car at the moment will want to rely on robotaxis. What happens in periods of high demand like at a sporting event or something and there arent enough? Maybe the more efficient move is better public transit 😬
Not betting the company. $30,000,000,000 in cash with no debt, steady income from existing lineup. Even if RoboTaxi fails they’ll be fine
@@TailosiveEVmaybe not betting the company, but the fact that there are already a ton of refreshed model 3’s in inventory already to me says that tesla needs cheaper new car options. Used EVs are still not a totally known quantity, and so people may be more hesitant to buy them. If their Q2 results are similar to Q1, they might have a real problem on their hands. They pulled every demand lever they could last quarter and still under performed.
Go Aptera!!!
Robotaxi, and multiple new fast models (Model 3 Performance, new Roadster), seem like kewl shiny toys supplanting what's most needed...lower cost, higher volume model, faster and further expansion of supercharger network in America, Canada, Europe, Asia, the rest of the Americas, Semi ramp, licensed CATL battery, energy sector. These may be more boring, but Tesla needs to move into those boring "another horseless carriage" spaces, and not continue a succession of shiny kewl toys. Robotaxi reveal will be hugely embarrassing, nothing much to show, years from even a limited reality. Effort on fast cars could be spent on slow cars. (Honestly, the cheapest car they make, on the slowest acceleration setting, accelerate faster than 80% of the vehicles on the road. At this point, trying to expand the market into the general population, you need faster cars why?)
Doing the boring things would be a highly ambitious ramp, but you need a CEO who doesn't find them insignificantly kewl.
I'm sure we don't need Tesla to make the $ 25,000 car because other companies are Hyundai, VW, Kia so what will tesla produce to beef up sales, I don't want the y or 3 there are millions of them everywhere.