Jaw Dropping Tesla News / New Cybertruck Record! / FSD Transfers / New Delivery Estimates
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- Опубликовано: 4 апр 2024
- Tesla stock & Elon Musk news.
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All-in Tesla stock,
Matt
Reuters is criminally negligent.
With V12 I use FSD all the time now. FSD is always looking in all directions and wont miss seeing a pedestrian in the crosswalk at dusk, like humans sometimes do. I can always save FSD from the few times it does something stupid, but it's rare on V12. Between FSD and I working together, I know I'm safer than without it.
Today the DEX in By-bit is lagging!!!
I just done video to show that
When you are exchanging it's giving you like 9x`
It used to be, that a news organization retroactively changing their headline like Reuters did and not issuing a full-throated retraction over the US/North America thing would mean the disgrace and loss of reputation for that news company. Now, it's just business as usual.
They lost credibility, a long time ago.
@@Zygote1205 Credibility has lost credibility.
109%
If you lie often enough [and long enough] people might believe it! Works for tramp!
@@filmic_man what da?!?
I can tell you that the last 2 hours be driven with FSD 12 has been perfect and without any interventions. I think this is a positive sign for North America.
I think the last 2 hours of trading were driven by FSD. I think that's interesting.
Come on: This is all reported upon in the Musk bio by Walter Isaacson. Originally Elon wanted only the robotaxi and not a car with steering wheel and pedals but was convinced to build both on the same platform.
My only disengagements in FSD v12.3.3 have been when I felt it was going too close to the curb on some right hand turns. Otherwise it's been spot on. Total stops at stop signs can be irritating to drivers behind but that's a NHTSA mandate.
TSLA $165 puts that expired today - before that article were $.07. It shot up to $4.85. About 70x. Interesting releasing that article on a Friday. Hmm...
Interesting.
There is no need to cancel the $25000 car even if Chinese cars come to the US. We know that the US will put a lofty impart tax on the Chinese cars so the cheapest Chinese cars still will be sold at around $20000 in the same range as the model 2. Considering the quality of Tesla cars, they will be competitive with the Chinese cars in price and quality. If you add the FSD options, customers will be wise to choose which one?
True however IF the US does that China will Retaliate and Massively add taxes to Tesla , the difference?! Tesla is Much More Dependent on China than the USA , while BYD is NOT so Dependent in America , because the biggest Market is …. China . Aka it’ll be Far More detrimental to Tesla if a Tax War happens than the other way around.
I agree SEC needs to look into this article.
Matt - I watch you on a regular basis and appreciate what you do. That said, today you expressed an opinion that those of us who paid several thousand dollars for FSD don’t need to have transferability to be motivated to buy a new Tesla. I can assure you this is incorrect. I purchased my model 3 performance in 2018 with FSD. I and others did so as a way of supporting teslas mission to develop FSD and knowing it wasn’t developed yet. We all waited many years, and then participated in beta to help improve the software for more than two years. The very least Tesla can do is to allow us transferability. After all, we still haven’t received what we paid for. Much closer now with V12. But we paid dearly and we deserve the software capabilities as we all have been more than loyal, patient, and supportive.
I'm for it until FSD is solved, once it is solved - I think it becomes different
Again I disagree. If you owned an aging Tesla and paid several thousand dollars which now would be worth $20K+ if invested for the past nearly 6 years, and you never received what you paid for, how would you feel? Candidly not only should it be transferable, but Tesla should gift stock to every person who has purchased FSD and supported the company these past 5 1/2 years.
The new updated FSD is awesome! Full Self Driving from our home to Costco with no assist!!!!
Sorry to say this (It’s my opinion not perse a fact - so don’t hate me for it.. Think about it)
I think Americans should try to understand there is more beyond it’s own borders.
In this case; The model ‘2’ will be released worldwide - FSD did not even trail anywhere else - how does it make sense to ditch the 2 and go all in FSD (?)
Reminder;
Tesla vehicles === Training data
* worldwide (not USA only)
Thank you for the concise content it helps a lot!
Thank you for sharing all those x posts. That helps a lot
Good vid. The future in cities is the T robotaxi. People generally will just decide not to bother owning a car. So Reuters is half true.
It's a compelling argument. No one loves a city car. It's just an investment in trips.
Matt, Reuters is owned by Thompson Reuter, it’s a Canadian company. That’s the reason why when I read their article, I always have second thoughts about their news.
Is that your only reason!!!
Great take on this, Matt!
Problem is Reuters' lies are so much habitual and malicious....
Since last weekend in Vancouver I'm using FSD for all my trips. The improvement over 11 is huge! But I worry about a couple of things in the long term: 1. Google maps doesn't know enough to make the best choices in driving. E.g., 2 lanes in my direction, going to right turn in half a km, the car gets into the right lane but it's a parking lane at that time of day so in a bit it has to get back into the left lane, goes further, back into the right lane, parked car, left, lane repeat. Each move back into the left lane brings it's own risks. Coming south on Granville(when you can't left turn onto 25th ) from Marpole to get over to Arbutus. Three times the car insists on going to 26th, making a difficult left going west, north and making another difficult left onto 25th. It skips the protected left onto 41st. We need a way to tell the car "I'm going to show you the right way watch this".
2. I worry that hardware 3 is not good enough to be a "good" driver (adequate it already is). It doesn't see far enough ahead to make good decisions to transit traffic smoothly.
Fsd transfers should be an option until The hardware that delivers true lvl 4/5 fsd. That way if you have an inferior hardware you can buy the new vehicle and transfer your license.
My safety score went from 100 to 100 with FSD. 😂 That said here's a strategy: set your destination, then when no other cars are around or in easy places drive without FSD. When in more "interesting situations" simply flip on FSD and instantly become the co-pilot. If it does mess up your score won't be affected.
15:09 how do you read this graph? I m so confused on what the percentages rappresent for each column.
I like your approach. You get to the point quickly and don't belabor it.
Will these robotaxis be driverless?
What’s going on with the next gen vehicle?
The MOdel Y is vapor wear.
Tesla will never build them.
Reuters said th big boys will
Elon staying one step ahead as always and swinging for the fences. I say go, Elon 🎉
Rather see both.
Danger: making robotaxies now (2025) runs the risk of not being able to deploy them. I don't think getting approvals will be easy. Political opposition will be ridiculously fierce.
A budget car should sell like hotcakes if they get the performance specs right.
But there are already approvals in many major cities.
A budget car, compared to replacing 5 million workers. Do the math. The first city to say yes to FSD Tesla cars will get bragging rights. Like the city of the future.
@@KanedaSyndrome incorrect.
There are permissions in a couple of cities - *temporary* permissions - to operate prototypes in very restricted areas. These permissions are not general, but specific to particular operators. Tesla is not on their lists.
Several other jurisdictions have passed legislation which should be considered as mere resolutions. They fail to specify how liability will work or set concrete ground rules for operating autonomous vehicles. They fail to specify how police interactions will take place. They don't establish permitting rules, fees, or restrictions. Regulatory authorities in those jurisdictions have not filled in the blanks. If you sleep behind the wheel of an autonomous vehicle in any of those jurisdictions, you can be arrested.
You have to read the fine print.
Tesla knows all of this, which is why, in no jurisdiction in the world, is Tesla telling owners they can stop paying attention to their cars, no matter how good FSD is. The legislative and regulatory groundwork hasn't been done anywhere.
My expectation is that by the end of 2024, Tesla will reach agreement with at least one jurisdiction to prototype autonomy. FSD should be ready. But the political fight hasn't even started yet.
When it does start, every opponent will crawl out from their sewers and blast propaganda into every media outlet at full volume. There are a lot of opponents.
@@jamescole3152 so fares will be cheaper.
Which means less tax revenue. Plus a big jump in unemployment and a whole lot of upset voters, former taxi and truck drivers, and their unions. Plus irate gas station operators, oil companies, rival automakers, insurers, and taxpayers, the last of whom will be stuck with rising taxes to compensate for falling revenue from fares.
You can't see what a headache that will be for politicians? Unions, oil companies, those guys have deep pockets. And nobody likes tax increases.
Opponents will play hardball. Count on it. Everyone loves progress until it hurts *them.*
I don’t even click on Rooters articles
Fantastic!
They can show a protyoe of robotaxi. Question is what will be ramped, how much and when.
The model two and a robotaxi would be so similar. they can do both.
Early on it was believed tesla was working on developing slightly different compact models for the different necessities of customers in different markets, as in a Chinese compact, a European compact, and maybe a north American version.
Maybe what we are seeing here is a consolidation or natural termination of one of those work teams?
If you can't get the robotaxi vehicle without having an FSD option included that takes a $25K car and makes it a $40K car minimum at > 60% margins.
There's a logic issue with concentrating on the Robotaxi over the Compact...
In fact, several.
.
If they're *different* vehicles, is that
1 line being developed in Texas, or 2?
.
If they're the *same* vehicle.... What's the problem?
.
You're *removing* some parts and replacing those with different parts/ tech.
The line remains essentially the same.
.
And.... Those parts will be used.
.
BUT, the big one is....
Unfortunately, Tesla *Cannot* declare FSD level 5 (required by the taxi) *without regulatory approval*
.
As much as we might not like that, it's a fact.
.
Hands up who thinks that level *5* will be approved immediately?
.
How about that Tesla will be made to jump through hoops, with "assessment" at level 3, then 4, then 5, probably for months at each level.... Before limited approval?
.
That would mean those vehicles being unusable for the whole regulation period if they were fully autonomous, with no driver.
.
And if they weren't usable, how would they be assessed for regulation?
.
Chicken, meet egg.
.
(Just btw, haven't we been *told* they ARE essentially the same vehicle?)
I want the Johnny cab. I love the looks of it. Not sure why people can't see the self driving taxi, replacing Uber, instacart, and all the others would be huge.
makes no sense.... even if the robotaxi is the same plattform... why shut down suppliers?
The real money is in robotaxis. Scrounging out meager margins from EVs is not a good long term plan, especially with the Chinese being so good at it. As a Tesla investor I’d love them to manufacture a cheaper car at high volume, but push harder into Robotaxis. They can do both simultaneously, but the primary effort should be on FSD and Robotaxis. They have the biggest lead in those areas and that’s where the big money is. Short term stock performance may suffer, but in the long term they’ll be the richest company in the world with zero competition. Musk thinks big. According to Isaacson‘s biography he wanted to go all in on Robotaxis. Now that FSD is so good I’m sure he’s leaning that way. Hope so.
$102k in profit per $19,500 car Tesla builds. Seems like a good idea to me.
I think they may have finished the design and manufacturing process design of the model 2. They just need to sort out the supply chain before they start producing it. With lots of new parts this could take a little while. With shipping in sort supply using ships in your supply chain is a risk that Tesla likely wants to mininise as much as possible.
Gasoline prices SOARING into the sky will mean that finding TESLAS to buy will be difficult.
Gas prices are almost identical in the US today as they were all the way back in 1950... Take a look at a chart of the yearly numbers. Your declaration of gas prices soaring into the sky has no basis.
@@singed8853 gas was 45 cents a gallon in the 70's
@@maxmccammond8914 Gas in the 1970's (in the US) was about $3.00 per gallon in 2024 dollars. Inflation effects everything not just gas/oil. The relative price of gas in the US is essentially flat for over half a century.
I would be surprised if TSLA had only the model 2 and robotaxi in the works. Their design teams probably are working on all possible versions of vehicles, vans, minivans, small trucks etc. Once they have the platform (size and use) they can change the “box” that sits on top. They are limiting the models to maximize efficiency. They will continue to be selective on what gets to production stage.
Tesla has always had a plan to build a Model 2/RoboTaxi with a steering wheel/pedals that recess into the dash/floor when not in use. Hence the yoke steering wheel, no stalks. It is certainly possible that with the success of FSD 12+, an interim version of the Model 2, with a regular, non-stowable, steering wheel/pedals will be dropped.
Given that Tesla expects quite some time to convince regulators and legislators to accept FSD, scraping model 2 and going for robo taxi now is simply not logical.
Starting out with model 2 and when FSD gets appoved add the robo taxi is the obvious path.
I don't quite believe that Model 2 and Robotaxi share the same platform, because that implies that both cars will be small. I don't see any small taxi anywhere, all taxis around the world are big enough for several passengers with luggage. Robotaxi should be as big as Model Y in my opinion.
I mean, if they solve FSD this year i wouldn t be too mad if they only made robotaxis. I would want to own a Tesla tho, at over 30k it s not happening any time soon :(
Edit: thanks Reuters for the buying opportunity
Hey man I’m in Vancouver also!
I’m a big Tesla investor we should connect sometime
Says the meetings are canceled, NOT the car.
This could well be the last time FSD transfer is offered. I wouldn't bet on it happening again in Q3 when Robotaxi is being announced. Can't wait to see the next set of updates on FSD in April / May.
Another day of popcorn, butter and watching the Tesla news drama!
Does Reuters have ANY followers???
Tesla will produce the robotaxi from Texas. They will use that to prove the unboxed concept
That still leaves Tesla room to do the lower cost vehicle after they assess what robotaxi does for the company.
Analysts put way more value on the automation aspects of the business than manufacturing. ROI would be many times higher from building robotaxi from existing facilities rather than build more greenfield factories.
This may not be risky if FSD is actually feature complete.
Why would you announce Model 2 now?? The effect on short term sales would be terrible.
Matt, if a buyer paid for FSD, no matter when, he/she is entitled to the finished product when it is finally released. Many well to do buyers have paid more than once. That money and driving time was valuable for development, and now the buyer is due value received. Am I wrong?
@ 17 : 15 ur a expert imma expert WE ARE ALL EXPERTS YEHEHE
Mr Elon gon stop selling cars one day listen to my fingers
Robotaxi reveal Aug 8th...stock jumps after hours.
Lets go with what the story says. They kill the next gen vehicle (with steering wheel) and focus on an FSD robo-taxi. It leads me to believe that Tesla may be further along on FSD than we know. Also the robo-taxi may be more profitable than the retail version.
Once FSD proves itself elsewhere, there will be enormous pressure to approve it in Europe, so what the regulations are right now will be irrelevant.
Elo messed it up when delayed the next gen vehicle the first time (focus on CT), now he messed up again
time to diversify out of TSLA
The only difference between the tesla model 2 and the tesla robotaxi is that the model 2 will cost $200 more and will come with a video game controller steering wheel that you have to snap on and plug in yourself after taking delivery of the car. Steer by wire means its the exact same vehicle.
IMO, Robotaxi will require a few additional options. Like additional inside cameras, an automatic door closing system, or perhaps systems to make it easier to clean.
Fsd maybe close for the USA but it is not even started outside the US. We need a 25k car with steering wheel outside the USA
How long will it take outside the USA? 2 or 3 days?
@@davidbeppler3032 it's not about the capability it's regulators. It will take years for them to change the rules
it has started outside US.. bye FUD
25 k vehicule will be model Y
Model 2 will be 15k vehicule
*Hilarious the lounge chair boxers screaming at Elon about what they would do to make FSD work, ROFL, "That's easy" they say from their arm chair.*
Abiyt tge same time Version 12 got released Tesla seem to shift focus on the Robotaxi Which makds Great Business Sense!!!
Reuters needs to know which way the wind is blowing. Especially when they call their Tesla shaman as he reads the smoke rising from the flames of his ignorance. Thanks, good stuff.
We all know Reuters position. Most wise people have adjusted their lens to the obvious bias.
Whar about FSD in Norway which is not a member of the European Union
I believe the product bought has Not been delivered. I hate lawyers but I would be looking for one if I couldn’t transfer.
What's the benefit of Tesla not having a PR team?
Get tied up in BS. Business gets led by feelings not truth.
robotaxi is handicaped until the regulations permit it, so my take, they are full ahead with bothj, the 25K and the robotaxi, robotaxi needing more human power to make it automomous and perfect right out of the go
Reuters is not credible, it is a FUD generation machine.
Neither is Elon credible so I wouldn't just entirely dismiss the Reuters article.
In a couple of years tesla will need all the expected 25K that they will manufacture for their own robotaxi fleets. I think Tesla will for sure will build the 25K in US , China ,Mexico , Europe and eventually in India and market them to customers in all of those countries who want an economic Teslas . Those cars will have steering wheel and pedal However, if FSD is solved by mid 2025 ( my estimate ) it will take at least a year for regulators to issue Robotaxi licenses that will take us to mid 2026 it is then that tesla will begin manufacturing some of those 25K teslas without steering wheel and pedal will for their Robotaxi fleets. Tesla will prioritize building teslas for their own Robotaxi fleets as they will bring in more mullas than just selling those cars to customers! Bottom line tesla will do both of those 25K varieties. Starting with the one with steering wheels and pedal and followed by those for their Robotaxi fleets when they receive their permits. Here you have it.
If Tesla goes robotaxi-only, they don't need Mexico or possibly any expansion... a couple million robotaxis will supply much of the world and be needed over next few years as robotaxi ridership ramps. This could be built in Texas. Alone.
Instead of selling a $19,500 car for $25k and making a profit of $5,500 Tesla could load FSD on it for free and rent it out for 900 miles a day at $0.25/mile and make $243k over 3 years. After fuel and maintenance that would be $102k in profit per car. Imagine a company making $102k per car in pure profit. Now, build a million of them. How much is that? $100 billion a year in profits. Is that good?
Email Elon with your plan 🙄
Tesla stock has been a wild and crazy rollercoaster ride ever since the all-time high in November of 2021, and with no end in sight. You have to have some extreme tolerance to endure the extreme volatility and uncertainty that Tesla is. That makes it extremely difficult to invest on that note alone. Now, Tesla is banking, maybe even gambling, on a robotaxi that may or may not come to fruition until the end of next year, 2025. For now, the Cybertruck has done nothing for Tesla's valuation -- yet, anyway. And, if it does eventually, how sustainable is that going to be long term? In the short term, where is Tesla's stock headed, especially as they expect that Tesla's stock will fall short of Wall Street's expectations based on the number of cars sold and delivered? My prediction is "down". For now, Tesla remains on my watch-list while I wait for another buying opportunity when Tesla hits an all-time low once again and becomes very affordable.
I'm with Matt on this one. There are so many details in here that there is undoubtedly some kernel of truth to it. _Something_ is up. But I also believe that it is not the whole truth, as Elon has called it a lie and I believe him to be an honest man. Time will tell how much of this is a fib.
All along, I have said that Elon's one and only misstep in the Tesla story has been delaying the Model 2. I still believe that. And I believe that eliminating any possibility of this vehicle being capable of human piloting would be a mistake. The wise compromise is the two options sharing one platform.
I see the 'MODEL 3' as the 'low priced' Tesla vehicle.
If the new car is locked in on its specs maybe they don't need all those engineers on the car.
Reuters is Lying
Your position around having a PR department dose not solves the problem. It is based on the premises that all reporters want to write good articles. Bad reporters determined to write bad articles now have another source to add fuel the fire, by miss-interpreting, miss-quoting or again just lying. Like Reuters.
Fake news is going to fake news.
I do think Tesla should have a meme department.
I see no proof of Reuters lying or reporting a lie in this instance. I'm not saying either that I believe the next model car has been cancelled.
Elon has never liked steering wheels.
I wonder if this Rueters article has got things confused. They reference March 1, but they don't say which year. Last year about this time Tesla put Giga Mexico on hold. They would have had the kinds of messages that Rueters quoted at that time.
If this is the case then shame on Rueters for twisting the facts to create a false story.
yeah Reuters is wrong. Why cancel the 25K car when the main difference between robot taxi and 25K is steering wheel so why cancel one when work done for one can easily be carried over to the other?
why? cos Elon said so
bad news for Tesla
Wait for firm answers in the financial call. Elon has zero credibility and he's perfectly willing to mislead for financial gain.
@@sender5804 I mean Elon knows more about Tesla then Reuters come on now. He is the CEO of the said company XDDDDD
@@none23517 $25k car is delayed, Elon panic announced Robotaxi so that stock don't tank
bad news for Tesla
@@sender5804 not really. its not delayed but just not this year but next year 2025 mid
Robotaxis will first only be operating in the US and the market for a cheap Tesla's for the rest of the world is probably way bigger than the Robotaxi for the next 5 years at least so it wouldn't make sense for Tesla to not make the next generation car
You think that you are helping to train FSD to enhance your car, but you are training it to ultimately replace your personal car and put you in a robotaxi.
Regulation after regulation will punish drivers until in 2040, driving your own car will be the ultimate status symbol, exclusive to only the billionaire class.
Feels a bit like a “double or quits” move by Elon, which me think this must be at least partially true.
Europe will change their standards, regarding self-driving, when we are driving around sitting in the back seat with a cooler of beer and the vehicle is driving for us.
actually, I'd prefer Tesla just make RT's over making cars. From James Douma, the gross profit of one RT per year is 100K.
Wed all prefer that if the market is ready. Probably not in august. I think RT likely to start small and geo fenced.
Tesla can likely sell the robo taxi for $75,000-$100,000, minimum.
Matt - we cannot believe anything Reuters ever says. They’re always wide of the mark at best, and entirely wrong in general.
you must be real happy, stock on track to below 100 =D
Tesla will surprise this year. Energy will go up a lot, many bot videos will come out, 4680 batteries will 8-10x, lithium refinery will be done, FSD will be solved, compute will scale like crazy, cybertruck will sell 2500 a week, Semi factory will be ready, model 3 will be fully scaled, giga Mexico will be half build, new factory/factories will be announced and maybe will will see the first company license FSD. Next year we will see the compact model, the roadster, the "new model Y and the first sold bots. I will be very surprised if the stock is lower than 600$ next summer.
Almost none of that will happen. Not even Tesla is saying almost any of that will be done this year. Literal pie in the sky.
@@singed8853 Then you havent paid attention. I follow EVERYTHING Tesla, watch every interview with Elon and all his top employees. And by the way, Tesla just announced that Robotaxi is comming the 8th of August THIS year!
Fsd transfer permanent doesn’t make sense, that mean you buy it onetime and you have it for life even if you buy another Tesla. It should stick to the car or transfer max one time.
I think ambiguity works best for the business.
Maybe the $25,000 car is ready to go and some people are being shifted to the next car.
So engineers were shifted to Robotaxi… so what? Doesn’t mean ALL engineers were shifted, just some? Obviously priorities have shifted and Elon is putting more into Robotaxi! Doesn’t mean model 2 is cancelled at all! And announcement of Aug 8 unveiled is HUGE! Bullish!!
So much different thoughts in the comments, meaning the company is non decisive
Or just that there are many views in the ether.
why not make the model 3 the low cost vehicle? its a small car .how tiny is the next generation vehicle? i think fsd will over ride the next generation vehicle, and model 3 will be the robo taxis.
Model 2 is very very bullish in my opinion, because Tesla will be entering a completely new
sales block. Most ppl spend around 20k on a new car.
I own real estate and other businesses… what is your point in this comment ? Show us tomorrow in video what you do
It's sad that the $25k Tesla that the world badly needs is shoved to the back burner while the company focuses on impractical things like going 60mph in under 2 seconds.
Under 1 second is the new nonsense. Keep up.
The latest, greatest dick-measuring contest
I hope the roadster is fart sound equipped
@@singed8853
Roadster is like the Semi.
It's not a name, it's a category.
Almost as stupid as the S3XY names.
Was that announced?? I did not see that!.
Just make the FSD licensed to the person, not the car, so it just follows the person.
And the insurance too.
It's going to be a subscription. Don't really see the issue except the legacy agreements.