Breaking: Hangzhou, China to Pilot Tesla's Robotaxi Fleet!
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- Опубликовано: 12 май 2024
- Larry Goldberg is a serial entrepreneur (co-founder of Sapiens Decision), angel investor, and co-author of the book “The Decision Model”.
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Herbert
Your mic is distorted again
It's because Herbert's throughput is so high running at 99% capacity. He is the leader in tesla news.
But the content is awesome 👏🏼
Herbert, please, adjust your mic settings, it has been saturated for last few videos
Uber is trying to stay relevant. It has nothing that Tesla can't build in a year.
Exactly, Tesla already displayed their own Uber like App
Correct, also his assumption that FSD will decentralized to "small players" is BS. Pay Tesla via licensing or remain in the 20th century.
What Uber has is an established customer base and a great distribution of drivers. Tesla will leverage their millions of customers and X customers. I see a city by city rollout by Robotaxi.
I think it will take years for Robotaxi to establish itself. Then goodbye competition. I disagree only on timeline, not the end result.
Agreed.
@@External2737 The best way to leverage is to offer lower fare rates. Imagine if Tesla charges half what Uber is currently charging. Who in their right mind would opt for Uber.
From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.
I'm celebrating a $52k stock portfolio today. I started this journey with 6k. I have invsted on time and also with the right terms now I have time for my family and the life ahead of me
All thanks to Mrs Sophia
To obtain financial freedom, one must either be a business owner, an investor or both, generating passive income particullarly on a weekly or monthly basis. That's the key to living financially stable....
It is really refreshing to see a comment about Sophia I have worked with her also. her approach consistently keeps you ahead of the trend, She's the best i'll say..
Sophia my life savior
I am all in with Tesla!👍😅
Can't go wrong for long term...
Herbert! Mic!
Larry Goldberg is absolutely right once again! Tesla will need many of what I call “Robotaxi Supercharging Hubs”. These will be dozens of large charging, cleaning, parking hubs strategically located throughout each metropolitan area and most likely run by the rental car companies who will serve as Tesla’s Robotaxi Fleet Operators. A metropolitan area such as San Francisco with a population of 4 million people may eventually need from 500k to 750k or more Robotaxis. Most of these vehicles will need to be charged, cleaned and parked overnight relatively close to the highest demand areas throughout the metropolitan area.
That’s the way I see it too.
A secure parking station for cleaning and charging, operated by 1-2 people to maintain 50-100 vehicles.
That's an awful lot of parking spaces, especially in a geographically small city like SF.
I'm not convinced that Tesla will be prepared to pay for operations in parking lots in the city centre. It's all about the economics of that Vs the Robotaxi driving a little further out of town where land is cheaper. I think AI will decide when and where to charge e.g. charge is getting low then get that Robotaxi to take a fare out towards the service centre.
The US and Canada need to get onboard quick.
Democracy is killing America slowly. Henry Ford said that if he'd asked people what they wanted they would have said a faster horse. True democracy leads inevitably to obsolescence, a true leader will guide the people where they need to go.
As a former Uber driver the cleaning is a big issue. Also you wouldnt believe what it does to the upholstery and car interior. After people leave you discover a lot of wear.
Get seat covers. It’s a thing.
@@jameschalkwig787 wow, that was a senseless rant
@@jameschalkwig787pure comedy!😂😂😂
That’s why I quickly swapped from a car with cloth upholstery to one with leather whilst driving Uber in Australia.
Optimus to the rescue for cleaning and charging the Robotaxi. Thanks for the very interesting discussion.
Scenario: Cyber-cab takes off causing enough loss in the ice market to make dealers go out of business. Their facilities get snapped up by a player that converts it to a hub for autonomous vehicle servicing and staging. Plenty of parking, garage space and parking lots.
I really like the concept of collaboration between BYD and Tesla. BYD is a great company. I marketed their cells in South Africa in the late 70s. Excellent prices, quality and service. A marriage made in heaven ! ❤
What is amazing is that what we are talking and debating about today, Elon had already thought about ages ago. His foresight and planning is unparalleled.
Easy fix for parking, use the existing multi-story car parks most cities and towns already have. Overnight for charging and cleaning the cars.
As people give up owning a vehicle these car parks will be available 24/7 for looking after robot fleets
Everybody isn't going to give up their car, but in any case, many parking garages are empty after work hours.
@@darylfoster7944 Roger re the overnight empty concrete jungles…..but I have a different view on the future of driving especially here in the UK as we have a huge population well into retirement, pensioners are not looking to do nought to sixty in one second we just want to get from A to B without being wiped out on the road.
If a cheap alternative arrives on the scene it will be the tipping point for lots of folk
On retirement we owned three cars, we now have one, if we could call up a non-driver car 24/7 then we would consider selling our Model YLR within the next five or so years.
If we are thinking along these lines then so are thousands of other 60+ drivers, cost of owning a car, cost or insurance for older drivers (apparently we have money) cost of fuel, cleaning it, the list of savings is endless.
If we won the Lotto we would have a chauffeur so this automated service is going to offer the same advantages but without the investment!.
I feel the car owning population would probably drop to a quarter of its current level naturally over time, no need to take a driving test, car drops Mum Dad to their works offices , kids to school whilst another one picks up Grandma to do the shopping.
At night call up a cab to go our for a meal / pub cinema, dropped off and picked up as a door to door service, no parking, no fuel, no coming back to find your car is missing a door mirror !
Existing parking garages could be used for overnight parking with wireless charging.
Thanks
Robo taxi will require a home base to return to for cleaning and charging. A good analogy is Roomba vacuum. It was a game changer when they came out with the “Cleanbase”. It now goes back to its “service “ centre to get cleaned and recharge
Where are hundreds of thousands of robotaxis going to park at night?
@@darylfoster7944 Where hundreds of thousands of personal cars are parking overnight right now?
FSD in Bangkok is going to be a big challenge, just like with Saigon/HVMC, Delhi, Mumbai, etc but we driving these places today using our eyes, and we’ve only got 2 eyes each, so a Tesla with 8 eyes/cameras will have a better chance of driving safely than any of us humans.
Allways good with Larry and Thanks guys 🙏
Sem palavras esse tema adoro seus vídeos conhecimento e vida nos liberta sucesso sempre no aguardo dos próximos
Optimus can take tcare of the cleaning and general maintenance at a Tesla facility, they can rent the service and management of the robots to others to complement this and also manage third parties sourcing the software
I anticipate this is where wireless charging comes into view. The cyber truck is pre built with a connection for wireless charging. I also expect there will be cameras that will be used to determine if the taxi needs to be routed for cleaning.
Coincident that Tesla's Robotaxi unveil is on 8/8, which is a very lucky number in China!
One 8 is lucky, double 8 means "very lucky". So this might not be so coincidenly at all.😉
What do you think of the idea that Tesla will create a new and different supercharging network that is only applicable to "Robotaxi Chargers"? This may create more of a moat than just utilizing existing supercharger network.. Yes this may be a duplication of services and on the surface looks as if it is adding complexity but may also make this less easily duplicated by upstarts piggybacking teslas infrastructure. One angle could be that it will be with the type of charging that does not require a person to plug in. Instead it will employ the slightly less efficient "mats" that are done via wifi or some other non physical charging approach.. Please comment Larry and Herbert.
Automatic car washers may be the answer for maintenance of global taxes. They make it. They could add some charges stations. They already continue to car on the outside. These companies offer a monthly rate. Anyway on car washes, but they can use the cleaning station to clean them out and prepare them to the next and charge. The car wash can charge . for cleaning and charging
The problem is with washin inside, rather than outside.
Low tech audio for a high tech channel
What's wrong with your mic, haven't you been reading any comments for over a week?
Well analysed as always. I've seen a lot of newbies enquire as to whether or not it is too late to buy assets especially BTC, ETH, litecoin and maybe XRP...most having the intention to hodl these assets. I would say we should prep for all scenarios as the market has always been unpredictable. So boring that new type of analyses are coming out monthly from all analysts and youtubers. I must say trading offers far more benefits than just holding, I will advise traders esp newbies to have orientation of trading before they get involved in it. I accept things are changing and have to be reconsidered by time.... but not just that fast like these analysts and youtubers are doing. I've managed to grow a nest egg of around 2.3B'tc to a decent 21B'tc in the space of a few months... I'm especially grateful to McDwayne, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.😊😊
I feel sympathy and empathy for our country, low income earners are suffering to survive, and I appreciate Mc Dwayne. You've helped my family with your advice. imagine investing $30,000 and receiving $95,460 after 28 days of trading.
I'm in a similar situation where should I look to increase income? Do you have any advice? What did you do? Thank you
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Did someone just mention Mr Dwayne!? Damn! You just made my day; what a coincidence.. I've worked with him for over 2years and I can tell how good he is
*I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much*
Love you both. Your mic is turned up to loud and Larry’s is not loud enough. 😕. You guys are smart guys, please fix this. Thank you 👍🏼😊
So Waymo must have an approach to cleaning their fleet. How do they do it?
Fantastic yet again gentleman
Everyone is overlooking Optimus for charging and servicing.
what happens if a passenger spills some liquid or a drunk throws up? Who is going to clean up? How will the robotaxi know if cleaning needs to be done?
The robots are getting 22 degrees of freedom in their hands. Perhaps they need that degree of freedom to be able to clean the Robotaxis.
Traditional ride sharing including taxi’s are cooked. And eventually FSD will extend to air taxis, shipping and logistics.
Uber, Lyft, Hertz, etc. will partner and their value add will quickly be eased. They will be essentially franchise operators. Tesla won’t make the same mistake that they made with their charging network as they will extract an appropriate value for all of their work.
Uber CEO is presuming a lot if he thinks Tesla is going to allow Uber to use FSD with their own App. I’m not saying that it won’t happen, but Elon has gone on record to say that Tesla app will remain the exclusive app for Tesla robotaxi.
With autonomous vehicles, car parking will decline, so the car parking companies will likely pivot to serving robotaxis - charging and cleaning.
Hertz does not offer Tesla on its website anymore - I can get Electric cars but they offer GM or Polestar. It may be they have Tesla behind the scenes but they're not being pushed.
Hertz should not be mentioned with robotaxis. That’s a joke. Their service sucks and they don’t have actual infrastructure to handle charging a large fleet of Tesla’s. They just dumped their most valuable asset, this may be looked back as one of their biggest mistakes.
In my opinion, the only way it is going to work is to lease out geographic area to businessmen with a minimum requirements of general performance. Tesla I don't think should be embroiled in details, let other capable people do the whole, Tesla should only create a blue print and then lease out the hardware and software required. Naturally the business prospects would need and independent financial source that would give tesla the monetary guarantees needed to initiate operations.
Uber has negotiated with hundreds of municipal governments to allow them to opperate a livery service in cities across the USA. I think that Tesla will partner with many companies to run robotaxi service and to share the revenue, not just sell the vehicles.
Inevitably, there will be robotaxis that get stranded for one reason or another. I assume robotaxi networks will have to have their own tow trucks? I know having to deal with a towed vehicle can cost hundreds of dollars and eat up several man-hours.
Has anyone considered what happens if something happens that strands the car. Accidents road closures frozen FSD destination not found. Can the car be manually operated? How?
If you choose your destination by pointing on a map, how can it not be found?
I wonder whether a partnership with an AI logistics firm like Optimal Dynamics is called for. How different is a shipping logistics problem from a robotaxi logistics problem? We're just shipping humans in the most efficient way possible.
Tesla has already partnered with Uber. When I take a Tesla in for warranty service, they give me an Uber coupon instead of a loaner. Uber to work and Uber back to retrieve my Tesla.
The role of uber is to connect passengers with drivers.
If Tesla can dispatch the robot taxi that doesn't have a driver, there's no need for uber to be involved.
The only missing piece is maintaining the vehicle, which is not what uber does. That's more of a Hertz/Enterprise role.
Rider will report if the car needs cleaning.
To be observant, Uber CEO sounded excited they didn’t have to solve for EV FSD, individually.
If people knew how difficult it is for all the software and hardware to come together for FSD….
@@jameschalkwig787Do you know how to spell and use correct grammar??
Uber CEO speaks as though he is open to a Tesla buyout or joint venture.
Makes no sense to partner with Uber. Uber would need to fire so many employees.
Tesla just needs to hire bare minimum staff to clean, charge and maintain the fleet.
It will be gradual but Uber will be slowly disrupted into extinction just like legacy auto.
They could partner with Uber as they build out the fleet and gain regulatory approvals but once the fleet is built out, Uber is useless. The bots will be able to do the rest (Charge, clean, add fluid, etc.).
Tesla and Uber do not necessarily conflict each other. Last time I used Uber, there were many Tesla vehicles in Uber. I asked the driver about Tesla FSD, he said he doesn't care about FSD. This shouldn't be. Uber can transition to use Tesla FSD and survive the future, and Tesla can use Uber drivers to train FSD. Both can gain.
Nah, Uber doesn't do anything necessary in the post robot taxi world.
They provide an app to connect passengers with drivers. The latter won't exist, and the former can use a Tesla app instead.
What's still needed is maintaining the vehicles, which is exactly what Uber does not do.
🎉wireless charging may be the solution to robotaxi operations. No hands needed. I can see Tesla buying parking garages or partnering with malls for parking spaces. In future the may convert current supercharger stations by adding wireless charging to each charge point so each point has two ways to charge.
If it's not Teslabots cleaning the robotaxis then what are we even doing?
The bots will clean it and plug it in.
@12:40 Tesla just built a massive 6000 vehicle parking structure at Giga Texas. Maybe Austin Texas will be the first deployment test city.
A major city will need a hell of a lot more than 6000 parking spaces.
Think of a taxi driver as a taxi operator.
Before FSD, a taxi operator can only operate 1 taxi at a time.
After FSD, he/she can operate more than 1 at a time.
bot could be the car cleaner...
Tesla Bot can charge the car at a Supercharger site and maybe clean the car itself.
There aren't enough super charger sites to charge tens or hundreds of thousands of cars in a city.
Simply untrue that each gas station is “a Mom and Pop operation.” Some are, many are not.
Sorry about that mess. Setence auto, complete has a lot to be designed
The robotaxi network eventually is going to be completely maintained by tesla bots so they will require a dedicated facility, the cars will be able to detect if cleaning is necessary at which point they will automatically go to one of these facilities, then a tesla bot will clean and charge the car. There's no reason to believe Elon would have the process be any other way as this approach would be the most efficient one.
How does the car detect cigarette odor?
@@darylfoster7944 there are sensors that can do that and they're inexpensive, tesla will probably integrate them in the car unless they find a better alternative.
check your mic, herbert
Tesla Bot will do the charging.
It will be automated... seems obvious...
Imitation learning model? I have not heard that term befoee.
Hertz couldn’t charge their own EVs, why would we expect them to do Tesla!s fleet?
They can learn.
Looming bankruptcy will concentrate their minds.
I am ready to be the Depot owner/operator......that is why I picked the handle on X of @teslashepherd Elon himself said they would need "shepherd's" of the cars. Can't wait for full autonomy!!
Government, the government never moves quick. There will be a worldwide revolution before there is robo taxis . I’ll stick to my ram 3500 diesel truck for the time being.
Great Channel, all this nice talking and hype is good but IMO actually delivering revenue and earnings growth is better than Tesla HQ talking all the time about FSD and RT.
That's what Wall Street is waiting for, actual results.
FSD is epic-historic! C'mon folks, self driving vehicles, Wow!! Trillion dollar value/disruption! Thank you Elon/Tesla.
Ultimately Tesla Robotaxis will be charged wirelessly and be cleaned and maintained by Optimus robots (Optimi?). For Optimi to be used internally in late 2024 and for sale in 2025, the south extension of the main factory, Boring Company tunnel, and new building to be constructed over the west end of the tunnel are for Optimus production, inventory, and shipping. We will know for sure if the tunnel comes up inside the south extension and a building's foundation starts being constructed over the west end right after (or while) the Prufrock 3 operation support infrastructure is removed.
Yep, your mic is so bad (again)
Larry's arguments for Tesla to make use of Uber's existing market could have equally been applied to Tesla in its early years teaming up with a market leader with an already established market like GM or Ford. Wouldn't have worked. Mercedes and Toyota both established a relationship with Tesla in the early days. The hurdle for Tesla to enter the ride hailing market is many time lower than competing with the
"big" boys in the automobile industry or NASA and Russia in the Space industry !!!!!! Uber needs Tesla, Tesla does not need Uber.
There are around 80 million new cars sold each year, Elon has stated that he aims for Tesla to sell 20 million vehicles in 2030.
Tesla will unveil the dedicated autonomous electric Robo taxi on the 8th of August this year.
He would not be unveiling it unless he was certain that the Tesla engineers will solve automonomy ( full self driving ) soon,because without automonomy there is no autonomous Robo taxis.
Autonomous Robo taxis do not need a driver and therefore have a utilisation rate at least 5 times higher than a privately owned human driven vehicle.
That basically means that for every 1 robo taxis Tesla deploys on the road there will be 5 less privately owned human driven vehicles sold.
If Tesla produce 20 million vehicles in 2030, I believe the vast majority will be dedicated autonomous electric robo taxis.
Let's assume that if Tesla meet their goal and sell 20 million vehicles in 2030,I believe that 16 million will be robo taxis and the remaining 4 million will be a mixture of Cybertrucks, Model 3s and Ys, a van and the Tesla Semi and perhaps the Next Gen Roadstar.
Remember that I said that for every Robotaxi sold takes 5 privately owned human driven vehicles of the road.
16 million robo taxis X 5 equals 80 million vehicles not sold plus the 4 million other Tesla vehicles.
That's the equivalent of Tesla displacing 84 million vehicles in 1 year,remembering that there are only 80 million new vehicles sold each year.
So theoretically speaking Tesla could by 2030 capture all new vehicles sales if they reach there aim of 20 million vehicles if 16 million are Robotaxi and the other 4 million are Tesla's.
Not to mention all the Chinese electric vehicle manufacturers such as Nio, Xpeng, Xaioma, Zeekr, Lu, Avitr that are manufactoring millions of superior quality electric vehicles now and will be selling them worldwide.
The internal combustion engine vehicle manufacturers are all going bankrupt, that old,prehistoric,ancient,polluting fuel burning, inefficient technology that can not be improved on.
A major collapse of internal combustion engine vehicle sales is imminent, it has happened in Norway already and is happening in China and Sweden right now,it will happen in Australia and many European and Asia countries next year and will only accelerate over the next few years.
Uber ceo is scrambling.
1st!
I’d love to go all in on Tesla, but I can’t because of the political interference and the media always bashing it
Optimus can do the service work
What Uber has to offer is not a moat that Tesla can't easily duplicate. Tesla robotaxi's really need fleet services, repairs, parking, cleaning, and maintenance. The rental car companies are already staffed, and set up to do this. A rental car company buyout or partnership makes more sense than Uber.
Tesla is going to buy Uber. I just feel it.
Charging will probably be autonomous using wireles charging ( even if it is a bit less efficient ). Cleaning and servicing is a different story.
Hertz does sound like an optimum solution.
I really like your shows but they are usually way too long too much general chatting. But what I had to write now is that your gain appears to be too high as the last couple videos have had bad audio.
*Uber* (†) drivers would accelerate the gathering of _edge_ and _corner cases_ by _dint_ of having to drive _all over the place._ This about _chasing the _*_9's._*
(Remember, what _one_ *Tesla* learns _one_ time, _all_ *Teslas* learn for _all_ time.)
A normal person usually sticks to the same half-a-dozen usual destinations and isn't likely to vary the route much.
†) Any _taximeter cabriolet_ driver will do: *Uber, Lift, Yellow, limo,* or *taxi service.*
Uber should go out of business!!!! Treat their drivers like dirt!!!!
Cleaning and charging is an easy job for Optimus.
Xiomi
Tesla is a toast
Begone troll
You need a new mic
Your gain on your mic is up too high Herbert. Please fix this or I'm going to make my son sleep outside for the next 7 days.
Your microphone is a potato again
Sorry about that! Found out later a dial in my Focusrite was accidentally changed
I disagree with Larry. If Tesla launches Robotaxi in China, if anything, it shows yet again that China cant develop any new tech on their own and they need Tesla or foreign companies to do it for them. We already know that China and similar markets are much faster to remove regulations but that is the easy part and there are both pros and cons of that. Everyone knows Tesla is a US tech company so the fact that they roll out their Robo Taxi in China will only show the world that US is the leader once again, albeit slow in adjusting their regulatory landscape. FYI: I am not an American so I am not here to bash China. I am simply stating unbiased facts.
As Robotaxis scale, parking lot requirements shrink, freeing up ideal space for Robotaxi maintenance and charging infrastructure.
Uber owns no cars. Uber is Walmart and Tesla is Amazon. Tesla will half the per mile cost for rides, and Uber has no moat. Riders will vote with their wallet, not loyalty to a "verb".
Your analogy isn't very good. Walmart's only selling point is low prices.
@@darylfoster7944 What's the difference between Uber and Lyft? A few dollars. If a company can provide the same service for just $5 less, it's game over. Nevermind half price airport rides.
Ubers dead
Sell some shares buy a new mic🎙️
Herbert, decrease the gain on your audio input. Your voice is clipping. I almost skipped this video and other videos because it’s unbearable to listen to.
Sorry about that! Found out later a dial in my Focusrite was accidentally changed
Pretty sure this dude doesn't read the comments. I stopped watching his videos because the Audio is crap
Yet here you are 🙄
*UBER will simply buy Tesla cars with FSD and have them doing the rides it's that simple.*