Ron Baron: Tesla Worth $1T By 2030 💫📈💸
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- Опубликовано: 7 авг 2024
- A breakdown of Ron Baron's latest CNBC interview discussing how he got invested in Tesla, the Model 3's potential, and how Tesla could become a $1T company by the year 2030. Let us know what you think in the comments below!
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LINK - Full Ron Baron interview on CNBC's channel: • Watch CNBC's full inte...
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Disclaimer: This video is purely my opinion and should not be regarded as factual information. I am not a financial advisor. This is not a recommendation to buy or sell securities. Do not assume any facts and numbers in this video are accurate. Always do your own due diligence. As of 10/06/2018 HyperChange host (Galileo Russell) is invested in shares of Tesla (TSLA), long Maker & Bitcoin.
Watching this now that Tesla hits $1T way earlier than 2030
This video has aged so well... I went all in on Tesla a couple years ago and it made me a millionaire, and by 2030 I will be a multi-millionaire ten times over....
And here we are in 2021 at a 1T valuation. It was fun to rewatch this :)
Lol… Unbelievable!))
I have never seen a person buy a ford or gm car and be ecstatic about it. There are scores of new tesla owners tripping about their teslas.
steve blomefield i just bought a f-150 and I’m excited about a Tesla 👀
Dumb-as-fuck liberals...
@@ozzyguy6792 bro I'm conservative and these cars are sick as fuck, just detach politics and enjoy the products for what they are man.
@@ozzyguy6792 what the fuck is wrong with you, why do you think this is a liberal thing, i thought conservatives love companies. tesla is a fast growing company
Well, if someone spends 40000$ min on a car, they won't be buying Ford or Chevy. They will be shopping for BMW, Mercedes, Toyota Supra. And people who buy those will definitely be excited about their cars and things they can do.
Just bought my first Tesla yesterday and the buying experience was hands down the best car buying experience ever! (1/2 hour of my lunch break!) I Hate dealerships, hours and hours of wasted time and high pressure additions that the finance officers push on you! Looking forward to my next Tesla purchase!!
Michelle Hamilton Thanks for sharing and congrats on the new Tesla!
How do you like it so far?
happy for you. ordered mine innaugust 2019..stull waiting for a deliverY date :-)
I cant believe they still make Ice cars Eeeew!
@Therapist 84 Merc
Tesla is worth 1T now
Yup, $1T in 2030 sounds staunchly bearish now.
I read his prediction (a.o.) and got me a handful of shares in 2019, when it dipped. No regrets except for not getting more :)
This aged so well.
The end
Im almost 42. One of the things I've noticed throughout the years is millennial's willingness to learn from people regardless of who they are. The boomers are famous for the "Dont trust anyone over 40" mentality in the 60's and 70. It gives me hope.
Christopher Schroeder, I’m a boomer, it was “don’t trust anyone over 30”
im 62 boomer and i'm all over Tesla, waiting for the price to come down or buy used
When entering the "world of adults" it's been fascinating to me to listen all kinds of people's view of the world. Other people's minds, no matter the age, are a huge resource in my opinion, as many thinkers have already crunched a complex matter into bite-sized wisdom in their heads. I can then incorporate (while being critical of course) that wisdom into my thought process to create my own unique way of looking at the world and the truths it holds. Then I can use that vision to add value to myself and others.
When you cross the mountain range, it turns out to be foothills, is what older people told me. Find your own truth if you can.
Just watched the Baron interview, he is the man. My biggest take away was that you are going to have more subscribers than CNBC Television in no time! That is awesome, keep up the good work!
haha working on it!
US Captains Training
You apparently don't tune into CNBC? This guy and many much better than this are on all the time.
shocked, that cnbc finally invited a smart person
They do it fairly often and i do not even watch very often :) The problem is largely that the interviewers don't always seem very clever by comparison.
yeah, there will be a consequences for bad screening of the host.... :-) someone is not getting their bonus....
good one
Friedrich Hayek
Apparently you don't tune into their financial interviews, almost all of them are smart, often a lot smarter than this guy comes off.
Geez, was that the old dude on the far right?
He's trying his best to be disrespectful & act disinterested. Can't handle the facts.
Obviously in bed with fossils... What a loser.
This is the most insighful analysis of Tesla fundamentals I have watched or read to date.
Great market insights too!
Ron Baron radiates authenticity. I wish I would have heard of him before!
Very solid episode of HyperChange!
Thanks a lot!
thanks for tuning in :)
Matthieu Sylvester Very true! And Tesla is doomed since, like he said (this awesome smart guy), it matters how many cars they sell and at what profit 🥴🥴🥴
The essential reason why Tesla has asked for better deals from its suppliers is the vastly different scale of the orders Tesla now places with them. When the Model S went into production in 2012, Tesla was producing hundreds of cars per week, not thousands. Many suppliers wouldn't even talk to them. Tesla's current production volume is at least a magnitude greater.
exe.
_musk_groupie_detected
I just spent two weekends driving a Tesla model three long range and the experience was so amazing after that you don't want to Drive anything else. I went to a supercharger and my car was charging at over 200 miles an hour for free! Tesla is the most American car you can possibly buy. When Chrysler sends their jobs to Canada They are screwing the American worker. Ford and Chevrolet took the jobs away from Americans and sent the jobs to Mexico!!! It's Time to boycott Chrysler Chevrolet and Ford and support TESLA which is taking care of your children and great-grandchildren environmentally. Thank you for this wonderful insightful video your work is great.
Tesla China. Just sayin.
Jay Morgan they will be selling cars there and bringing Chinese money into the us, so you’ll benefit eventually, how do you not like that??
Jay Morgan chinees tesla for chinees market. But mexican gm is for american market. This is the difference
Comeback to this video when 1 trillion
Damn Gali, it's a tragedy that your audience isn't way bigger. This video deserves millions of views. Sooooo good.
You may be "just 25" but you are accumulating a lot of key knowledge and over time will make a great difference. Keep doing what you are doing.
i will! thanks for watching :)
Tesla = Car + Battery + Direct Sales (no middleman) + SW + FSD + Robotaxi + Insurance + Solar + MicroGrid + SuperChargers + Power Storage.
And yet, it remains a $40B company? It is insane.
This is at least a $100B company.
Just micro grid is a trillion industry since their is no competitor yo tesla right now.
Ark investments explains that by the fact that auto analysts are analyzing the stock according to traditional auto-industry models. Ark has assigned analysts from ai, robotics, energy and auto to value the stock, and they're extremely bullish. Their target is $4k/share around 2023. Tencent just bought 5% of Tesla, trying to beat other Chinese companies to the stock. Fidelity and T. Rowe price have large investments. And even "Mr. Wonderful" has come around. Tesla is a one-of-a-kind company and, to me, a once-in-a-lifetime opportunity.
StThomas Aquinas TSLA CLOSED TODAY @$1000, market cap $185B...
@@charleslu7044 $360B Market Cap today in Sep 2020. LOL
@@davidsc4680 🤑🤑🤑
I just want to point out that today there are 6000+ Chevy Bolts all over Northern America, sitting at dealerships, because ... Model 3...
YEP, and the Dealerships would rather crush them than SELL you one, they will TRY to talk you into a Chevy VOLT.
And charging stations, what is the point of a charging point at a dealers if it is unavailable out of hours and there are no other
That's unfortunate. I want other manufacturers to sell EVs. But at least some people will get a deal on Bolts come Dec/Jan.
Nissan is releasing the Leaf here in australia soon and are only going to put chargers at 89 of their dealerships.
@@markplott4820
Hold on
Where have I heard that before?
Mmmmmm
"Rather crush than sell..."
Do we have an EV1 scenario?
Imagine all those young GM salesmen back in the day, now running dealerships.
Tesla is not only not comparable to the market cap of established auto makers because they are Auto maker + Electric company, they are also + Dealer network + Gas station.
True.. Nobody say anything about that
We say the first two all the time to people saying that X number of cars = X amount of market cap to say that Tesla is overvalued. Now people are saying that lopping off a money making part of the business makes another part of the business more valuable because it can solve a problem Tesla does not have.
The female interviewer said to Baron that without Dealers Tesla doesn't have someone to buy their inventory and counted it a disadvantage. Whiled dealerships are privately held they represent a money making industry that is able to take money out of the system between the auto makers and the auto end buyers. If they were not needed they represent money in the auto makers' or the auto end buyers' pocket. This is a shell game accounting trick hiding a liability without acknowledging an accompanying asset.
Be not comparable not means be valued more. In this case should be valued less.
As an employee that makes batteries at a particular company - per NDA. I can say the only thing that can hinder this vision are the goverments of the world. They cant stop it but they can slow it down to a crawl !
@@thaddeuswalker2728 Exactly! I was going to quote in bold the important parts of your post, but that would just end up re-quoting the entire post! *Everyone* needs to read your comment.
Thanks for the interview! Bought my 1st Tesla shares last week (5); probably better than a lotto ticket!
Reggie Bald dude! Hope you still have that stock!!!
So now already you made a lot of return
I watched that interview with Mr. Barron when it aired and found it to be one of the most insightful discussions. He provided context to the feeling many of us have. I continue to be bullish on Tesla and buy as many shares as possible. Thanks for highlighting the interview. Great stuff man!
I hope you get to meet up with Baron one day soon and I think, you will one day be the guy others are reading and listening to for future investors. Thanks for bringing this to us.
10-15% of fuel converts to forward motion in an ice car, rest is lost as heat. Think the grid is about 60% efficient converting fossil fuel to electricity at the point of use. Even with loses charging the car, still way better. Most of the energy in EV battery is used on forward motion. Then the car becomes greener as more renewables feed in the grid.
Not to mention it takes 7kwhr of same said dirty coal/fossil fuel electricity to manufacture raw oil into 1gal of gasoline to begin with.
Baron makes so much sense. Thanks for sharing his interview!
I love your videos! I been on youtube for more than 10 years! you are the first person I decided to become a patreon supporter today! keep up great work! this video gave me push! lol
thank you so much!! stoked these videos are bringing you value!
Your channel is one of the best on RUclips and the only one that I have notifications active for. Keep up the great work and good luck growing your channel, you deserve it :)
thank you!!! really appreciate that!
Great video. Looked into your catalog and discovered other great videos that I'll be watching.
Love your energy man. Keep releasing those great videos.
Thank you.! Great entusiasm and excellent explanation.... Keep it UP.! 👍👍👍👍👍
From a business model perspective, the dealer network that the car companies have required a second profit center with significant costs and Tesla only has one profit center because it does not have and independant deler network and therefore will always have a lower cost structure. I don't see how they will be able to compete with Tesla's single profit center in the long run.
Tesla is still going to need Service and delivery centres, especially as volumes ramp up all over the US, but not the old dealer model, just short term holding and transition centres, maybe one or two per state and maybe authorised service centers or owned service centers, there are some handy EV and auto enthusiast that do have repair centers or service shops around, but it would have to be tightly monitored. Not expecting car problems, but with mass production there will always be the outlier
Hows that working? Dealers service cars,Tesla does not.
Excellent breakdown of the Barron interview on CNBC Gali! I watched the original interview a month ago when it came out and was thoroughly impressed with Ron. I've followed him with TSLA for a while now myself, not the first interview with him I've seen, but definitely the longest and the best! And ... and your breakdown of it added so much to what I get out of it! Thank you! Owner, Operator, Founder - all in. That's what I look for too, and Elon is all of that and more. Yes, he is different! You are too, and so is Ron Barron. Makes it all worth it. Long TSLA!
Great video! I already watched the Baron interview on Squawk Box several times but its nice to hear your take on it. Its the numbers that count - not the FUD!
Love how you explain everything.
Most of my power for my electric comes off the grid at night. In Ontario, where I live, the baseload power is from nuclear. And more and more solar and wind appears all the time. No carbon.
Great point, something i was concerned about as well. This video does a great job of explaining how tesla's balance out their carbon foot print in just a few years depending on battery size (US citizens) ruclips.net/video/6RhtiPefVzM/видео.html
yea, even if the grid was 25% oil 50% nuclear 25% solar wind you would be offseting so much more carbon than even the most efficent ice cars
And as solar panels get cheaper more and more people will charge up from the sun not the power plants. There is also the potential that all these "sun" charged cars can be left plugged in and act as a collective of battery peaker plants. example. I can leave my car plugged in all the time at home and allocate a percentage of the battery (charged by the sun) and the grid can potentially buy Kw of energy from my car during peak times or power outages...
You know everyone is out to get Tesla when they miss the comparison completely. Oil has to be refined and the process requires other materials and lots of energy and infrastructure, not to mention drilling for oil and shipping it and all other materials. This adds a significant amount to ICE inefficiency and total cost per unit of energy but no one seems to want to admit/talk about *that* part of the equation. The same is true for electricity unless you use renewables, although electricity just does not need to be refined and machines exist that can efficiently use it. So basically there is an efficient was to use and produce it, otherwise it's just as bad as oil.
Excellent work young man! I’m subscribing.
Wonderful video and commentary. I think the insights coming from this channel are fantastic and of course, seeing the Ron Barron interview was amazing. Thanks for keeping us up to date and informed about such important information!
Watching Tesla just plow through the snowdrifts of FUD and stupidity is so satisfying. It’s like an actual tv show. I’m so invested in the success of Elon’s companies and his goals that I don’t even know what to do with myself.
Edit: I’ve never been on drugs and I don’t plan on ever taking any, but I swear this is what it’s like to be high. Hearing this stuff just gets me so hyped. Even with all the bad stuff going on, Elon’s companies give me hope.
i hope you have a tent, because thats your new house after tesla goes bankrupt.
KABOOM, you don’t have any brains or cash to invest in anything, do you?
Jesse Livermore when is that?
@@jesselivermore2291 My investment in Tesla has allowed me to retire 15 years early...
Awesome video Gali
Thank you for your video, keep up the good job
Best episode ever! Great job with this Gali!
I have a feeling more people have seen this gem of an interview here than when it was aired, I hope you get to talk to him.
Well , this just made me feel all sorts of better for not being able to get in on the day Tesla IPO went public. In this case, better late than never is literally going to mean dollars for us who go in and have been riding the wave at the same time Barron has been. This also goes to show that making a mistake is not the end of the world, as long as you grab the opportunity to learn and fix it!
If his per share avg is 219 ish, then the current ~270 is great and with a possible 10x - 20x opportunity...its a great opportunity so (imo) thanks Elon for the tweets and drop in share price!!!!
The rule seems to be a small amount in numerous "next big thing" companies. It only takes one to explode and you've eadily covered the others.
I want Dyson, but unfortunately, they're private!
Uniti one could be an outside bet.
Quality stuff as always Gali! Keep it up 👌
you know whats really cool is that the stock went up from low 260s to 330+ in the same month you made this video, now a year later Telsa's stock is up more than 100 dollars a share, good reporting.
spot on, so much truth in this video
I'm in for the long haul. Just bought more Tesla shares today. Can't wait for the future to play out
You are a sucker.
Why is he a sucker elaborate
Edluis Rivera don’t expect a response
4JayeP Borden 6 months later, look at Tesla stock now.
@@acegibson9533 hahahahhahaha
Definitely one of your best Gali, after my 2nd or 3rd time watching it.
Great as always Gali!
Ron Baron is one of the best.
love the episode
Really well done! Great angle on this.. I think you could do more of this kinda stuff!
Great video! Very informative and entertaining. Keep up the good work.
Wow that was like drinking a cup of lucidity. Thanks so much for your amazing work Galileo!
Robert Blackford, still trolling, hater? How is your POS?
Gali you are doing great. Great information. Ron Barron is excellent and focused on fundamentals, awesome! Lets see...Tesla is #1 in safety or close to it, #1 in software (sure this is subjective but is my opinion), #1 in Data collected from cameras, #1 in battery chemistry, #1 in batteries manufactured, working at being #1 in car assembly/manufacturing, #1 at tweeting (haha) #1 at having fun introducing cars, #1, #1 at software updates, #1 at being the best car, #1 at supercharging, #1 at home chargers, #1 at largest grid battery, #1 in shorts :(... , #1 at Powerwall (best software here too) #1 at preventing accidents (anyone else even trying?) This is just a list off the top of my head. I am sure I am missing something.
No other manufacturer is actively trying to prevent accidents because... you know... Auto Body & paint shops.
AutoPilot is already significantly safer than a human driver (per passenger mile)
Thanks for sharing! This is awesome.
Always love going back to the Ron Baron HpyerChange Tesla to a T video.. So nice going back now. I remember these days were so intense.
Considering that the SEC moved to have Elon removed from his CEO position and after listening to this... who can honestly tell me the SEC was fair, impartial and balanced in trying to get that to happen in light of the heinous things other companies have done and never calling for the CEO to loose their position.
Who where they looking out for? Not the investors, not the country and not the public.
because he had no bad intentions with his 420 tweet, actually trying to be as transparent as possible with all shareholders while being able to talk to major shareholders about going private. And yes, his intention does matter. On top of that he didnt make financial gains out of it anyways which would also be required for him to be guilty of the SECs accusations. They would lose this lawsuit you realise that right? the only reason for Elon to settle this is because this would be the only topic thrown into the publics faces by the media instead of talking about the company.
The judge is reviewing the settlement for fairness and may choose to reject it. "Everyone" is saying that this means Musk and Tesla are likely to lose their "sweetheart deal," but I wonder if things might actually fall the other way -- if the judge might say that the SEC is the one being unfair.
The SEC is historically heinous when it comes to trumped up accusations against new companies in the automotive industry. Their _'investigation'_ of TUCKER found nothing untoward. Yet it lasted just long enough for the firm to default on loans and go out of business. Someone made some phone calls and pulled in some favors to make Tesla a target. Who was _'damaged'_ by Elon Musk's tweete, anyway?
Musk is a nut bar - he's the direct equivalent of Howard Hughes. He's declining quickly and is destroying his own legacy.
Pretty sure Musk is on that slippery slope of mental defect as well. And the drugs don't help.
Thanks for explaining what "float" means Gali.
float is when GM and Ford go belly up, they float down the Ganges River of the DEAD ICE cars.
Yup. Tesla previously had NET30 terms at best with Suppliers. Now they have anywhere from NET60 to NET90 terms instead. Every day above the 28 days for Production, Transit, and Delivery is pure _'float'_ for Tesla. Breathing room before each quarterly report.
Great great episode!
Awesome video, great job!
Excellent. Could watch for 3h...
Fantastic video. omg, it would be incredible if you got Ron Baron on this.
ron!? where you at??
Awesome episode! Thank you!!
Great video, love the lessons Ron gives from decades in the game. Your setup has improved dramatically! Thanks for all you content and sharing the hype!!
With the assets other people are investing in he means like Airbnb, more revenue’s go directly to the parent company without making large investments in assets. Thus improving the earnings
In regards to pulling electric power off the grid to charge your vehicle and burning Petro fuels. Power plants (coal, natural gas and nuclear) run about 35 to 40% efficiency due to they need cooling towers to condense the steam back to a fluid. While combustion engines are around 20% efficient and Electric car batteries are around 80% efficient. If the power plant is a combined cycle system it can be up to 80% efficient. Meaning the extracting steam from the turbines that produce the power can be used in a process that requires heat energy thereby condensing the steam into the needed boiler feed water to be reused. Also, utility grids usually has some form of renewable energy (hydroelectric, solar, wind, Biomass and geothermal). For example, in British Columbia, Canada the percentage of renewable energy is about 94% of the Provinces utility system. Also fossil based power plants Emission are more efficient then combustion engines ( i.e - Nitrogen oxides and sulphur oxide’s, carbon monoxide, the percentage of unburned fuel and the extra heat energy) that is released to the atmosphere. Also, due to renewable energy becoming cheaper utility systems and other investment businesses are building more renewable energy utility systems. This is a basic explanation why charging your vehicle is much better for the environment then burning petrol fuel‘s in combustion engines.
whereas an ALL Renewable Energy system with battery Storage is close to 90% Efficient and emits ZERO carbon emissions . With a Single GWh class Renewable energy and storage, you can provide extra energy at Peak Times for 4 Hours in Daylight or save it for Night and it will slowly discharge overnight, beginning the process at 6am.
@@markplott4820
Just to clarify... ("They" WILL question!)
1) That's "zero emmision" AFTER the cost / pollution of building (which *is* at worst equal to, but usually *much* less than a "conventional" power station).
2) Also, contrary to "their" (usual) forthcoming argument, the wind often blows at night! (OMG!!) Unless skydaddy stops the earth spinning! (Sorry, sarcasm, I had to!).
3) YES! Renewables CAN be recycled! ("They" should really give up on that one!)
Try that with a coal or "Unclear" powerstation! (LOTS of energy!!)
And finally
4) "Ah! but when fusion arrives" is still a "WHEN".... some would say "IF". And would take years of planning.
Plus it actually advances the EV argument.
........
OK..... Done..... I'm off to take my anti-sarcasm pill.... Really!!
No no no no no.
Grid-scale pumped-storage hydroelectric power plants (a form of gravitational battery as energy is stored by moving water from a low reservoir to a high reservoir, then released by letting it flow back down into the low reservoir) are about 80% efficient, round trip. That's a _low_ efficiency by battery standards, usually it's well above 95% in modern lithium-ion batteries.
Thank you for this video. Incredible!
Great episode as always, keep at it Gali.
I might be wrong but could be a even bigger scenario nobody is talking about, a lot of tensions in conflict in many poorer countries is driven by oil exploration , simple maths less dependency on fossil fuels =less value= less conflicts =less war .
Bottom line Elon is making a way to more peaceful world.
Its clear for people who want to see the truth
Very good comment. The cost burden of those wars is trillions + lives + twisted politics
Roger ions Antibes
I've considered and talked about your point numerous times.
There may be a literal "power struggle" approaching.
If equatorial countries (often poor) invest in and take full advantage of renewable (wind / solar) technology, they will make great gains economically. If the bottom drops out of the oil market, those "oil countries" that have transitioned (OPEC?) will be OK.
Those that haven't........... (You know who I mean?)
Those countries will likely have a large military, declining economy, and a desire to retain power / influence..... Dangerous?
Roger Starkey Very true. People talk about the benefits of reducing dependence on foreign oil, but they rarely mention the geopolitical ramifications of such a transition.
Ron Baron interview on the channel would be epic
why not just get elon?
Cause he will smoke a weed again.
From Baron's wiki: "The firm seeks to invest in companies that have strong management teams, investing in people not assets."
Wow, and now he sais he believes in a peroson, that posts reckless tweets and smokes weeds live on public shows?
Sergey Krukovski weed is legal here
Great video mate!
Amazing content. You have such deep insight into Tesla... Keep up the good work!!
This is apple 2.0. Tesla is not a car company. It is a technology company.
If Tesla doesn't develop a great new battery technology is will be a dead company. The success of the future cars depends on that battery that does not exist yet. All the other car makers (companies that are making a profit) have the same borderline battery technology. Their solar technology also depends on that same battery that does not exist yet. So right now Tesla is speculative. Good luck with it.
@@joephysics5469 looking good so far
@@PHOTOVIDEODUDE Historically, the down trend in the markets takes over a year to reverse. The bull market rally that we see now is nothing new for a bear market. Extreme over valuation is nothing new either. Many companies that were greatly overvalues in 2000 just disappeared with the tech crash. Tesla looks amazingly like many of them. Remember? Or are you not a student of the past and wish to relive the pain that others felt so badly. .
@@joephysics5469 #Repost @emersoncarllosfotografia
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The way the stock market is talked about reminds me of how the housing market was talked about in 2007. When the focus is on extrapolating the past it's usually near the end of the cycle. I'll be buying Tesla though.
Brilliant ! Comprehensive and spot on.
Great choice of interviews. Great review of it. Thank you.
They'll be worth more than 1 Trillion if they keep growing at the rate they are now !!!!!
Hanniffy Dinn Great stuff dude!!!!!
They are heading straight for zero ,amazing the lack of intelligence by the Gali Barron and posters.
@@paulbedichek5177 Wow Paul lets see all those credentials you have. Or better yet why don't you just show us your stock portfolio filled with big oil.
Hanniffy Dinn I just wish Tesla got to the point where they can announce a new car/truck and in a year start delivering
Paul Bedichek Zero? 😅
60B Company in 3 years, How about a 68B company in 1 year and 2 months? I guess we are heading to
1T company sooner than expected.
Leonardo Garcia 84B only 3 weeks after your comment. Crazy.
150B now May 18 2020
Superb video mate - couldn't agree more with all of your sentiments
Good work. It was a long episode, but a VERY good one. Keep them short at most, but once in a while, a longer episode like this is nice. My favorite yet.
Stellar episode! Great work!
thanks!
You should ALSO give "thanks" for positive, constructive criticism...
-> Go up there and give me a heart!
Your last episode"To Elon" is sincere and to the point. Thank you for speaking out our concerns. Great job!
thanks!
I hated it... not necessarily because of this guy, but because of today's society, getting offended for no good reason... no sense of humor, no motivation to find out the truth ... etc.... just take something out of context and jump to conclusions as fast as possible.
I liked this , thanks alot! Keep it going!!!
Really great video!
Great video Gali, encouraging to hear Ron give his perspective on Tesla. Could you please do a video of Model 3 performance in the entire auto market comparing ICE cars? Would be so cool to track that.
Wes Robinson
That's not his expertise. Try Teslanomics
1T today. Just 8 years sooner. Cheers to all diamond hands.
Love the growth your videos are great@
thank you!!!
As Always, GREAT JOB PUTTING THIS TOGETHER!
Knock it out the park Gali! TWEETS DON'T MATTER. SALES DO!
Gali, Tesla is premaking the vehicles but remember, its because they're using AI to guage which model and makeup will be preordered. Mc D's is actually playing with the idea as well because the system starts to predict which items to make ahead of time to streamline the wait process for customers.
In the Future you will just THINK of the car you want, and TESLA will Print it for you.
@@markplott4820
Careful!
"They" will start asking why Tesla isn't doing it yet!
I have also wondered if the premanufactured vehicles weren't for another reason, we know there have been bottleneck etc issues on the production line and all sorts of changes have been happening in that regard, you would't put a customers pre ordered customised vehicle through as a "test" vehicle, you would use a "mule" so a premanufactured one would be ideal and by far the majority of those would be perfect.
Just a wild thought, but it is what I would do, kill two birds with one stone
To back up what "Frank Speaking" says here, Tesla was caught with an unexpected demand for dual motor models. Rather than producing nothing while waiting for new inventory of the front motor they built the most likely models to be sold. I figure Tesla could almost build anything right now and if they posted on their website "here is what Model 3's we have" they would be grabbed in an instant.
@Soldado de Juan José Torres when working for them, we were shown an upcoming system that incorporates AI to streamline product probabilities, for having a certain # of beef patties are being cooked and waiting. Pretty cool, considering it keeps track of returning customers, their ordering habits etc, all via video feed. So AI is definitely playing a huge rile, its not guesstimating, its AI incorporation to their current system.
Beast video maker. Keep it up fast talker!!
Very informative thanks I learned a lot!
“When a Paradigm Shifts, Everyone Goes Back to Zero” , Joel Barker, Futurist. That's why most of the legacy automakers are screwed.
13:06 Pretty much sums up why I'll never buy an EV from anyone but Tesla. It doesn't matter how good other EVs may seem. They are built on the old dealership model that profits from service. They aren't going to want to sell or promote EVs. And if they do, they will have parts that are designed to fail so they profit more. The business model of Tesla is one of the main reasons why their cars are such a good life investment.
The great American Invention of planned obsolescence
On the other hand you have to struggle waiting for weeks your car to be repaired by Tesla, that makes (yet) reliable cars. Exactly because of such strategy. So what is better?
First, every person on the planet hates buying a car at a dealership. Then after you get through that horrible experience you always wonder if you overpaid or didn't haggle enough. Who wants to go through that? Tesla is adding service locations at an amazing rate and is developing an excellent network of repair vehicles that come to your home or work for service calls, and lastly EV's require a lot less service. So I for one much much more prefer the Tesla sales and service model. I have a Toyota pickup and a BMW sports car. My next vehicle will be a Tesla Model Y and for sure a Tesla pickup.
Love this, great job!
Thank you for this summary of Baron's interview.. but please take a breath man!
Electric motors go at 95% efficiency, ICEs are at 30% (lot of wasted heat). Even burning coal produced centrally is more efficient than producing power using a local combustion engine (otherwise we would power our homes with a diesel engine right?). You can also charge your car at off-peak times when a lot of power is wasted otherwise. Finally the grid is constantly getting cleaner. Many reasons why EV are cleaner than ICEs
😂 2 years ago everyone thought he was crazy and only 2 years later it's almost 1 trillion.
This what I have been saying for a couple of years. Good Job!
Thanks Galli ! This was awesome.