Tesla MOVES UP Cheaper Car Production!
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- Опубликовано: 23 апр 2024
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According to mainstream media, it's as if the EV transition has ended and Tesla is gonna bankrupt 😂
Always happy to have Drew's take to balance these news up
Pressing X to doubt
I really really want a Cyber CAR. Ever since they announced the Cybertruck, I hoped they'd make a car variant. I don't really need a truck. But damn do I love that truck.
I hope the roadster and cybercab both are unveiled by the end of this year. I’m really looking forward to both products!
Imagine if they offered lease buyout. Especially with states like WA offering 9k in rebate for a 3 year EV lease. And combined with the fed tax credit that's 16.5k off. That puts a model 3 at just around 25k. Sadly we won't ever get lease buyout :(
Lease buyouts are dumb The whole point to lease is to not hold the vehicle and to continue getting a new vehicle every three years as to never actually have a vehicle that’s not out of warranty.
@@zandercerlong7238not necessarily. lease deals are also often better deals especially now with the tax credit
@@zandercerlong7238 Yeah, but for people who intend to keep the vehicle forever are incentivized to lease due to the fed tax credit incentives being available only on leases for some EVs. The drivers who should be buyers get screwed on pricing.
Wait, you’re saying that “a source familiar with the matter” had no idea what they were talking about or they just made it up?
Pretty sure cybertruck and the full size truck were promised to be delivered within 2 years of launch and took 5+.
So my personal estimate is that we will see the cybercab in late 2026, best case.
I think MY juniper will arrive in Europe much earlier.
Hey Drew! Love your videos and rants. I believe the point Elon was making is that once your neighbor has a car that takes them to the beach or the store without them having to pay attention, or even allows them to sleep while being transported or takes their kid to soccer, even if your friend or neighbor never wants their car to drive them, they’ll feel stupid buying a car without the capability. I mean, if self driving exists and is safe and legal, all cars that can’t do it will immediately be less desirable in the new and used markets.
I believe he’s said similar things about EVs in general. EVs are safer, quieter, faster, and more efficient. More logical in pretty much every way, but still millions of people will choose a gas car cause that’s what they’re familiar with
@@TailosiveEV Exactly. Brand loyalty, fear and uncertainty about new things, attitude ( don't try to confuse me with the facts, my mind is made up! ) range anxiety, ( the least logical thing in the entire picture ) all factor in. People are strange monkeys, and will continue to be illogical about many things, for a long time to come. Economic factors are the single most powerful driving force for change, of any kind, so we are gonna have to wait for EV's to get SIGNIFICANTLY less expensive than ICE before the herd breaks out of the corral and stampedes.
@@TailosiveEV Better is better and reality takes a while to set in but it still sets in. Besides self driving has way more obvious benefits than electrification the main one being cost. Money talks and is a huge motivator for adoption.
@@AncientEgyptArchitectureRobotaxis will be significantly cheaper than both.
@@TailosiveEVit takes time, but we getting there bruh. U know that 🫶🏾. Love your videos
I hope they don’t copy Aptera with the 3 wheel design.
Aptera doesn't have a patent on 3-wheel vehicles
Tesla should buy Aptera.
So is he going after Uber and Lyft 😮 like Total Recall Johnny cabs 😂
Before this call, I was thinking we’d be lucky to see the Robotaxi within the next 3 to 4 years, but if they’re trying to repurpose as much as they can, maybe that would be accelerated to 2026. The Model Y was delivered a year after its unveiling, but that shared 76% of its parts with the Model 3!
I think the there’s only a 10a% chance we’ll see a new Tesla vehicle in 2025.
"Osborning"... I am from that era... (Adam Osborne announced a new computer model, and people stopped buying the current one)
We will see. I am a bit worried about the name "cybercab" though, as the cybertruck has been synonymous with over promising and bugginess in the general population.
Yeah, I don't want to own a "cab", I want to own a Tesla coupe or compact. If it also works as a "cybercab" that's cool, but a cab is a temporary ride, not something I own and drive. (Words matter because they define how people think about things!)
6:31 you might want to agree with that one. Why? They can always start operating in California or in States that already approved Waymo and Cruise. They will probably start there then work their way out of it.
There aren’t states that approved it as much as cities
@@TailosiveEVI think they're going for a first mover approach. I think they're focusing on heavily training FSD on clips in California because they have a lot of customers there that would benefit from FSD and provide them more data and so with a lot of things I think California Is going to approve FSD first and then the rest of the country will follow their lead.
@@freddybell8328 this is also possible. You just explained it better than me. HAHAHAHHAHAHA this is what I think would happen. If they just "slap" them with tremendous amounts of data. And if that data says that FSD is safer than human driver some percentage than Humans then they would probably approve that to eliminate blood on their hands.
Uber has been pushing hard on its drivers to switch to EV for the past year. Wondering if Tesla and Uber are working together?
The only thing I don’t like about Tesla is the constant price fluctuations it hurts the buyers,but Tesla doesn’t care
Just checking to see if anyone will be alive when the roadster comes out especially those owed a free one
Not sure if Elon remembers but he claimed there’d be an unveiling for the new one end of this year with production starting next year
I think it will likely be unveiled and produced shortly. The Model 3 highland is basically a mash up of the roadster 2.0, cybertruck and the model s
Tesla should make the automated cab from Total Recall (1990) with the talking cabby bot.
Johnny cab 🚕 😂
any updates on Giga Mexico??
That project is looking bad - Mexico is making a lot of infrastructure improvements expecting the factory to be built there but Tesla is backing out. They will probably keep quiet for now.
I’ve always thought Tesla would be nuts not to use the popular design language of the Cybertruck in their other vehicles. I was leaning towards a next gen roadster or model 3 instead, but if it’s the cab, so be it.
I will not believe a robotaxi until i see it. I still hear it committing basic errors with self driving. it's a much more complex problem than people thought it would be to solve. If they release a car without a steering wheel it's just going to hold up traffic when something goes wrong and you can't move it out the way. 'm guessing they will have to have a way to manually move it still. How much more expensive is it actually to chuck in a cheap steering wheel and pedals seriously.
Also, the "cybercab" name is (I hope) misleading. It has always seemed, from earlier talks on the topic, that Tesla doesn't want to manage a robotaxi fleet. They want to sell all their vehicles with FSD and let the owners choose whether or not to turn on a "ride-hail feature" and earn a little extra money by letting their Tesla become a robotaxi while they aren't using it. That was the genius of the "robotaxi fleet"- each car owner would insure, register, and maintain their own vehicle. Like Airbnb but for cars.
I don't want to buy a "cybercab." I want to buy a Tesla Model 2, and occasionally let it be used as a robotaxi from time to time, but mostly keep it for my own use.
Cybercab could be a 7 seat off-road suv.
cyber cab...made of kitchen sink thick stainless on a frame with vinyl wrap at the fingerprint zones.
I'm hoping the new Tesla models will have steer-by-wire and the 48 volt electrical system. When can we expect that?
It would probably be cheaper just to buy Aptera instead of trying to compete with them. Technically, Aptera is still a start-up. If Tesla bought Aptera, they could multiply production dramatically yet incrementally.
I don’t think they’re really competing with them
@@TailosiveEV Different focus and design. Tesla software and ability to make and support vehicles is good but we need competition in the market.
Compete with them? Aptera will be lucky if it doesn't go bankrupt. The are in completely different dimensions
Aptera's got a good design. It's pretty easy to duplicate molds. @@MrRandomguyTom
@@MrRandomguyTom Aptera-the-company isn't anywhere near the same league as Tesla-the-company. @ccibinel means the Aptera vehicle will compete with other electric vehicles with similar utility... and there isn't a two-seater Tesla on the market. Even when there is (the roadster), it will be a luxury speedster, not a low-to-midrange-cost commuter vehicle like the Aptera.
(Yes, yes, the Aptera "is more than just a commuter" but that's its primary design goal, and it is nothing like a luxury high-performance roadster- and that's a good thing. "We need competition in the market" also means competing with a broader range of ICE vehicles, like the 2-seater economy commuters, which Tesla doesn't do.)
9:36 , what’s behind the cybertruck?
Yes
The Beijing Stadium. It's a fake picture.
so will the cheaper vehicle be one you can buy or only as part of the robotaxi fleet?
This is why the "cybercab" name is (I hope) misleading. It has always seemed to me that Tesla doesn't want to manage a robotaxi fleet, they want to sell vehicles with FSD and let the owners choose whether or not to turn on a "ride-hail feature" and earn a little extra money by letting their Tesla become a robotaxi while they aren't using it. That was the genius of the "robotaxi fleet"- each car owner would insure, register, and maintain their own vehicle. Like Airbnb but for cars.)
Tesla 3-Wheeler gonna save me from holding the Aptera bag.
Sounds like its going to be built on model 3 platform
A van! Tesla could easily make a van by using model Y front and drivetrain parts.
I’d bet the $25k car is a maybe. L4/5 FSD has less a chance of being introduced any time soon. But Tesla really needs former more than the latter. I think Musk offered a discount on FSD while simultaneously saying the price will rise to $100k once FSD is viable to increase the take rate.
So it will it be a $25k car that Musk is expecting people to pay $100/month for FSD. If the vehicle life is , let's say 15 years, that is $18,000 dollar extra.
Count me out.
@@garywozniak7742 the majority of people will probably react like you. I’m one of them. I’ll probably change my mind when I become frail but I won’t pay $100/mo. Also Musk has said many times FSD is worth $100k, the same price as a NY taxi medallion (permit) so it won’t stay at $100.
It's still 5+ years before it'll be good enough to have the car drive around without anyone in it
Hmm, you might want to learn more about machine learning and the speeds it can happen
@@tLWildThing As an ML engineer that's been watching the "speeds" robot taxis have been happening for the past decade I feel pretty confident.
That being the pessimistic view is crazy. What’s 5 years, it’s basically right in front of us
@@tLWildThingWe are seeing the speeds right now, you can watch the latest versions of FSD 12 actually regress in solving some crazy traffic problems. How is that possible if all it takes is more good data? Go watch the videos on RUclips, there are hundreds of them, every day someone posts a new one.
Ehh dunno about that. I’ve been doing 40 miles a day (5 days a week) in NC. More than 9 out of 10 drives are zero disengagement
Hmm I just hope it’s legal worldwide in terms of things like crumble zones
FSD should not be allowed to be released before we have seen it go an entire year without it making a single mistake.
Why? people can drive with far less
People can be held accountable communicate with other drivers way easier than robot can
Do we apply the same rules for humans ?
@@PandaKnight52horses can be accountable, the steam chariots, cannot!
@@TeslaSpaceX Yeah we do? If a human drives recklessly they lose their license.
i don't understand...why would they sell to the public a new car that is more than 25k.?? people would just get the 3 or Y.
I think they could avoid the Osborne effect by making the compact car in the cyber truck style. While there are quite a few people who, like the cyber truck, there are many who don't. So a cyber car would have a different demographic than the folks who want to buy more conventional cars.
He doubles down on everything, doesn't mean its going to happen...
Why are you guys so desperate to hope it doesn’t pan out when it’s clear they are on the right track? Did you sell your tesla stock for a loss and now just emotionally invested in its failure?
@@aussiepawsborne9056I own Tesla stock and just bought more before earnings, and I don’t think Tesla will solve Robotaxi-level autonomy any time soon. It is not hoping Tesla will fail, I would love to see Robotaxis. It is what my eyes see from not only the latest version of FSD, but from any of the most advanced AI of any kind in the world. They all make dumb mistakes a human child wouldn’t make. AI, while incredibly impressive, is not even close to be trusted with telling the truth or doing the right thing enough to be relied on for human lives. Every day I see examples of this. It is simply reality.
Ehh only some stuff is double downed on. Things such as battery swapping were not
I want it to happen, but you do have to take Elon with a bucket of salt 🧂
@@foolishEmporer orrrr…hear me out…. You can develop your thesis around the actual technological moat instead of relying on elons words. Just do research
they are all premium cars for people with more $ than me.
So... earlier release of the new models. say by six months. does that mean we'll get a new six month public alpha test instead of the usual public beta test? Most the time I'm fairly neutral on Tesla, but... moving up timelines and their history? It can happen, I just don't see it going as good as it should.
Please give me better charging/departure-planning... In case of no ideas just clone the E-Golf charging/departure-planning
The Tesla approach is already perfect
@@chidorirasenganz I guess you have no experience with the E-Golf (which I owned before Tesla) or similar. When setup, it is much easier to live with. My Model 3 has to be improvised all week
@@sharkflower123 what makes it better? I never have to think about trip planning or scheduling charging. I start every day with 100% (LFP) and any charging on route is automatically added
@@chidorirasenganz I must only charge to 100% when roadtripping. On E-Golf I could set battery percentage to immediately charge to regardless. Also set desired SOC reached at exact time of departure. Furthermore it has 3 scenarios with individual weekdays and settings.
Cybercab will not be a crappy trike.
Reuters wasn't wrong. Tesla was forced to change its plans because it was getting destroyed by the market.
We will never know.
I hope the affordable models are not cyber looking
If Tesla is not going to sell it for $25,000, then people just buy the current model 3 and model Y.
I have Tesla insurance and FSD is destroying my safety score so I stopped using it. FSD is good not great not worth 8k it's more like novelty feature to me.
Dacia is making 1000 Dusters a day, so 1000 a week is nothing to brag about
Yeah, that's cyber truck which is overpriced and under delivered on its promises is so awesome
Elon time, triple the promised time
Cybertruck production capacity 5000 per week with average price of those sold at least $100,000. but how many in queue are actually purchasing one? Elon throws out a lot of carrots.
Robotaxi is a game changer. Imagine not owning a vehicle. It would be a huge cost savings.
...and yet, here we are talking about a new model of Tesla that's supposed to sell well.
If no one owns the vehicle, there aren't any of them on the road.
Some of us need to be Tesla 2 owners so that the rest of us can rent them as robotaxis ...when the owners aren't using them!
Where is the need for more taxis? It's a 10 second wait here, do I really benefit from it going down to 5 seconds?
It is about cost, could be less than half the price, potentially way less.
@@adamdarrow Oh, so it's about moving downmarket, perhaps picking up a new market segment in the unhoused? No way that a larger proportion of poor, perhaps mentally ill, low to no wage earners, enabled to travel in unsupervised autonomous vehicles could go wrong. Maybe Elon should've just gone into liquor stores and check cashing.
@@dolcelattice4958 no it’s about offering the same service for a lower cost. That’s generally how the market has evolved. Efficiency.
Too late to avoid Osborning, it is already happening! Why spend more on a Model Y or 3 when a much cheaper option is being hyped? (And with Tesla releasing just enough information to get the hype channels churning, that's what's happening... the August reveal will also give a 12month+ release date, and will dispel a lot of the Osborning. Until then, Tesla sales will be less than they otherwise could be.
Good points and observations!
I don’t think Tesla can make the new cheaper model over 30k. The model 3 is 38k. If it was 35k, no body would buy it
It’s Tesla, somebody will buy it
@@TailosiveEV meaning that if it’s 35k, everyone will just spend the extra 3k for the base 3 which will be a much better car then the “model 2”
If Tesla were actually interested in selling vehicles and saving our environment, they would offer a smallish simple runabout with about 3-400km range with quick charging capability to people that can actually afford an EV. Enough with building vehicles that only the well off can afford. The lower income people are the ones that need relief and can't afford the ridiculous gas prices. It's bad enough that the pandemic drove all prices through the roof due to supply shortages. Now that things have gotten back to normal, greedy retailers have not brought the prices back down--and you can't blame it all on higher gas prices! The uber-wealthy have multiplied their wealth on the backs of the poor and middle class, which kept this going during the worst of the pandemic. F you Bezos!
fjb
Stainless steel doesn’t make sense for a robo taxi the issue is you can’t make it aerodynamic because it Has to be so boxy in the front with no curves. seems like you would want a drag coefficient a kin to aptera for something like a Robo taxi to get as many miles out of charge as possible
Cybertruck has a big curve right at the front
@@TailosiveEV I mean it’s still a brick at the front anyway ya slice it if it wasn’t it would have a Lower drag coefficient. A robo taxi although it would be smaller would have to have a very similar front end if using stainless resulting in a similar poor drag. Again miles per charge is going to be insanely important in a taxi model just makes more sense for the car to be as slippery as possible
@@zandercerlong7238not really. The cybertruck is already the most efficient Truck on the market. As long as they in the 5 miles per kilowatt range (which the model 3 already does) they are golden
Most current taxis are boxy or van like to make ingress and egress easy. Anything swoppy and aerodynamic is typically harder to ingress and egress, especially for older people that would be the primary customers.
@@ashisdas4971 most taxi are GAS 2min to fill up and longer total range. Charging is don’t to be a MAJOR issue since if no driver is in the car it’s got to be plugged in by someone that infrastructure DOES NOT exist yet so as of now the longest range possible would be best as you could only have to charge it once a day.
Excellent analysis Drew. The reaction of the market confirms your optimism.
You look so lean and healthy!
They’re going to just make model 3 and model Y more cheaper than they are making it currently at the moment
When u don’t know what your talking about lol
Not how I read it, but that would still be a good thing!
Personally, our family is not making any large unneccessary purchases until after February 2025 due to the upcoming political shenanigans are over with from the GOP/TrumpCult.
Or, you know possibly maybe Elon is lying.