Tesla Shareholder Meeting in 18 Minutes (Supercut)
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- Опубликовано: 28 сен 2024
- ➤ Highlights from Tesla's 2023 shareholder meeting
➤ Tesla Mast Plan Part 3 recap
➤ Latest on Cybertruck, Tesla Bot, new models, and Giga factories
➤ Update on Tesla's manufacturing advancements
➤ Tesla Full Self Driving progress
➤ Recap on profitability and more
Shareloft: www.shareloft.com
Twitter: / teslapodcast
Patreon: / tesladailypodcast
Tesla Referral: ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing by Jasem Ashkanani
Disclosure: Rob Maurer is long TSLA stock & derivatives
Rob had some VIP seating for the shareholder meeting!!!! Glad to have you back!
Damn good info in that supercut! Definitely appreciate you and the work you do.
Excellent job Rob, I watched the whole meeting and you captured it beautifully. The Cybertruck is gorgeous! Can’t wait to get it.
48v …at last…at last… that alone is a huge thing…watch it spread through auto and lots and lots of other industries. This is huge!!!
Yes indeed.
What does it mean, please educate me. Thanks.
Hi Nay Saw. With copper wire the higher the voltage and lower the ampage the smaller the wire is. Wattage is volts times amps so for any given wattage the wire will be smaller if the volts are higher. Then the end point appliance (radio, motor, actuator, etc) is more efficient at higher voltages. So given most autos have many many electrical systems this change will make many many small improvements per car. I’m actually excited by it.
Thanks Tesla Daily, this one actually went by fast. Ex-citing future full of hope.
I loved this synopsis of Elon and version 3 of the Master plan! Go Optimus!
Best Elon's CEO skills displayed so far in any event. He managed to balance between the shareholders' Investors mindset and the technicality aspects of the engineering developed by TESLA. In also a confident and eloquent manner. Very well structured speech. It will be reflectes on a bullish TESL stock price action badly needed for all the long term investors that have been DCAying in the last 2 years and still in red.
It only took him destroying the stock price of every company he owns
@@Daveeeeeeyhowyoudoing "It only took him destroying the stock price of every company he owns"
Why do you insist on posting lies?
Like me! DCA every pay check since I graduated almost 2 years ago. $239 average and comes down by a few dollars every month 😂
@@yourcrazybear insist?
@@Daveeeeeeyhowyoudoing trial and error is kinda how he goes through life tbf lmao
The progress on Optimus is insane, great work team.
That is a gamechanger
Hate to break it to you but Honda got there first in 2000 and updated it in 2011. Just search for Honda Asimo. That should have at least been his starting point.
@@andrewhannay The difference is the software. Today's software possibilities are insane compared to 2000-2011. But I get your point, the mechanical aspect isn't that impressive these days.
@@andrewhannay yes, I'm aware of ASIMO, but Honda killed the project. Plus that was all pre-programmed, Optimus is using AI / FSD. this is a game changer.
Dude, Optimus is way behind where it needs to be. Just look at Boston Dynamics. It’s embarrassing. And I say that as a Tesla investor.
Really great job summarizing! Thanks!
While I watched the whole such a supercut is super nice. I was honestly missing some button to go ahead 15 seconds when there was a lot of repeated stuff from Investor day :D
I didn't watch the full thing yet but even this supercut also has a lot of things that have basically been said before. Especially if you follow Tesla more closely, there's nearly nothing said here that's new information
Thanks for the distilled information. Liquid Gold
@ 11:52 Elon says, "...both the design of the product and the manufacturing are head and shoulders above anything else that is present in industry."
That needs to be broken down into the product design and the manufacturing techniques.
The product that followed his statement was Optimus the robot, so we shall assume that that was what he was talking about.
We can already see the design. The only thing I can think of is that the manufacturing techniques will be similar to the gigacastings used for the chassis of the EVs.
He was talking about the smaller model 2 or whatever it will be called.
I wish I had more money to buy shares!
How about semi truck. Any updates ? How many are produced or will be produced after expansion?
At the Semi launch event last year, Musk said that they aim to produce 50k semis per year from 2024 onwards.
Wrt to current production, it's known that Pepsi has received at least 20 semis so far. So, apparently, Tesla don't seem to be making more than a couple trucks per week. I doubt that this will change until they finish making the permanent production line at Giga Nevada. Based on Musk's 2024 production target, I guess the new production line is meant to be finished by the end of this year.
Thanks Rob!!
I'm in my back room and I say Tesla bot bring me an ink pen. Tesla bot arrives the next day with the ink pen.
It’s all fun and games until the terminator shows up
Damn, I loved that line! 😁😁😁
Great going, thank you Rob..❤
Cheers Rob!
Elon is the only person of which I think,"If there is a God, please let him live his full natural life in health."
Ditto!
Thank you!!!!!!
This was a good video to see. Very good.
🌿
3:05 how many more companis are there not located on earth? Am i the only one wondering about that?
Night Gallery episode "You Can't Get Help Like That Anymore" my god its come true!
Thanks Tesla daily!
Awesome! Go TSLA!
Nice inclusion of the energy consumption in the presentation.
My Tesla Model Y is actually called Hope
There are some desert areas in Canada where we could stick quite a few square hectares of solar panels, so I would love that in Canada.
Thank you!
Soooo much better in term of presentation and flow 👏🏾👏🏾👏🏾
Give me 1million dollars today and I will put every penny into TSLA right now and forget about it
Elon's talk about sustainability gives me so much hope for the future of our planet, we're so lucky to live at the same time with this extraordinary man. He inspires me greatly to do my best as a human being every day in all aspects of my life! Love you Elon!
I want 500 robots, with railguns integrated. "Do not park on my driveway!"
I bought a Model Y about month ago. Since beginning it had vibration issue. I already visited 2 time to Tesla dealership. But still not fixed. But their mechanics say it has been fixed.
Wow, he is such a humble person.
I saw you sat across the isle from fronz did you chat with him.
Bhai log, West Indies par aaj phir bet lagaya on 4rabet for T20 season, hoping for a big win like last time
Thanks!
R they remote controlled?
This man is gonna save a said the world
Main inke jaisa bn gya toh life me sab kuch mil gya
I would love one.
Getting a replacement for Aluminium wheels would be a, Milestone in terms of sustainability.
The Tesla Bots are coming!!! I had some doubts, but Tesla knows AI!
What's the point of recording something like this, or a concert, etc with your own phone?
To piss off the people sitting behind you. (Or at least that's the only theory I can come up with for why those idiots do it.)😁
Every company ever that has developed a new product, new technology, new idea, etc. will see this unlimited demand future. There is no error in this line of thinking, as proven by the fact that everyone is driving a Ford model T to this day.
Interestingly, the hype of the electric car future is now starting to be more closely scrutinized, and its benefits are put into doubt. New research confirms that there will be more waste and pollution from the production of the batteries and issues with their disposal when they get to the existing ICE vehicle scale. That, coupled with the demand on electricity infrastructure will push the cost of electricity to power these cars to a point where they are more expensive to run than ICE vehicles. The future is not electric, it is more likely hydrogen.
Tesla has executed well over the past year and has many exciting years ahead. The Tesla Master Plan Part Three is technical and dives into a lot of technical depth, backed up with physics and real data. The goal is to give people a realistic hope towards a path of a fully sustainable global economy. It takes less energy to go sustainable, and it's more energy-efficient to go sustainable. Sustainable energy requires less mining. The majority of battery packs are iron-based, and cobalt batteries use a tiny amount of cobalt binder.
Tesla battery packs mostly use iron, and cobalt batteries use only a tiny amount of cobalt binder. In contrast, phones use 100% cobalt, even though cobalt mining can involve child labor. Tesla cares about doing the right thing and is working towards sustainable energy. Sustainable energy requires fewer emissions over time, and electric vehicles win by a long shot. The emissions required to produce an electric vehicle are dropping rapidly over time. Tesla is excited to announce their next-gen drive unit, which will have a big reduction in silicon carbide and will require zero rare earth elements. They will also change from the 12-volt voltage to 48-volt architecture, needing only a quarter as much copper for cars.
Tesla is changing from 12-volt to 48-volt architecture, requiring only a quarter as much copper for cars, which is a big deal. Their FSD beta is growing hyperexponentially, with only one last piece of the puzzle remaining, which is the planning Control Function. They expect it to become a neural net, end-to-end from video into control out. Full self-driving is expected to be 10 times safer than a person driving over time. Elon Musk believes that the ability to software update and have several million cars suddenly go from manual driving to autonomous is the single biggest asset value increase in history. Tesla is the largest EV maker in the world and the highest margin car maker in the world at the same time. Competitors are struggling to make EVs profitably while Tesla is doing so.
Tesla is not only the largest EV maker in the world, but also the highest margin car maker in the world, making electric vehicles profitably when competitors are struggling to make EVs without significant loss. Free cash flow per year is increasing steadily. However, no company is immune to the macroeconomic environment and there will be a year of difficulty globally, with a best guess of the global economy turning around in roughly 12 months. Tesla's internal software team is a hidden strength and is internally written, which is a rare talent in most companies that are generally reliant on third-party enterprise resource planning software. Tesla is highly confident that the Model Y will be the number one best-selling car on earth this year.
Tesla puts immense effort into vehicle safety and keeps updating its safety features. The automatic emergency braking system is continuously improving with software updates. European end cap active safety tests awarded Tesla with the highest scores they have ever seen. The total cost of ownership for the Model 3 is now comparable to the Toyota Corolla. The Tesla Mega Pack, which is a stationary storage product, is now competitive with natural gas speaker plants. Tesla anticipates strong demand for the Mega Pack and plans to make a lot of them. The Tesla stationary battery pack business is growing faster than the automotive side, as predicted previously. The gigafactory in Nevada is expanding with the Tesla Semi-production line and 4680 in-house cell production.
Tesla's stationary battery pack business is growing exponentially and the company is aiming to produce 40 gigawatt hours a year in California and China, with the potential to exceed 500 gigawatt hours per year in the long term. The company is also addressing supply chain choke points, such as lithium refining, and has broken ground on a lithium refinery in Corpus Christi. Tesla anticipates strong demand for its Mega Pack and plans to produce a lot of them. The Cybertruck is a challenging car to make due to its innovative design, which requires a whole new set of manufacturing techniques. However, Tesla is making good progress on its development.
Tesla is inventing a whole new set of manufacturing techniques to build the Cybertruck's exoskeleton, which is extremely non-trivial. However, they are making good progress, and Elon Musk aims to start delivering production Cybertrucks later this year. Besides, Tesla is planning to launch two more products that people will be excited about. Design products and manufacturing techniques for these two models are head and shoulders above anything else in the industry. Elon Musk's guess is that Tesla will produce over five million units a year from these two models combined.
During the shareholder meeting, Elon Musk stated that Tesla plans to produce over five million units a year from the two new models they are launching, which feature superior design products and manufacturing techniques. The Optimus robot, which was showcased in a video, was designed with Tesla's own system, consisting of motors, controllers, and electronics that were created from scratch by a world-class team. Musk also mentioned that the software used for full self-driving is transferable to other applications, such as humanoid robots.
Elon Musk discusses how Tesla's software for full self-driving can be transferred to other applications, such as humanoid robots like the Optimus robot. He emphasizes the importance of ensuring they do not face a "Terminator scenario" but highlights the potential demand for effective humanoid robots, which he predicts could vastly exceed that of cars. He confidently predicts that Tesla's long-term majority will be in creating these types of robots.
Optimus and iRobot go hand 🤚 in hand 🤚
Its hard to imagine a journalist challenging anyone on freedom of speech. The interviewers comments more than suggest he allows himself to be censored by his advertisers.
Elon♥️♥️♥️♥️
😻💖💋💝💓😻
I want a Tesla Bot!
lol the robots walk like a 100 yr old granny trying to get her daily exercise XD
Congratulations Elon Musk! Brazil needs men like you. God bless you always 🙏
I've been trying for years not to be a fanboy, but I haven't succeeded as yet.
(And I'm a fan of Elon as well.)
When we can expect the robots to start dancing 🙂
Wish I could work for Tesla
Robots with A.I. eventually. What could go wrong?
I've watched this 42,069 times
MASSIVE
“We don’t want to delude ourselves or delude anyone else”
😂😂😂
Isn't this an unusual format for a shareholder meeting? seems more like a rally :)
How he underplays the terminator call… you’ve been warned follows. Wake up!
proven in use might be possible after 60 billion miles assuming 45 mph ave speed, if there is no harm
Is this live?
It was
No, but there's no reason you can't pretend it is.
Hello everyone🇹🇭🙏🙂
optimus has a lot of catch up on atlas.
I just adore this walking genius!
To me he's the Star ⭐ / Space Wanderer 💖 ❣️💖
Whats the value we gain by having an Optimus. I don't understand. Will he carry you're shopping bag? I would not want that. I don't see any value here. And I still love ai
Me and the robots walking into the meeting : we must destroy all humans.
This is by far the most relaxed and fluent i have ever seen Elon. Im so used to his uncomfortable pauses and stutters which i always put down to his big brain working faster than his mouth. He was amazing today and so full of confidence. Im pumped now more than ever. Now ive got to find some more cash before Tesla moons again.
Be careful - he was full of short-term cautions.
Put that motivation to good use. Find a side hustle, do it a couple of hours every day, DCA all the way. It's a marathon not a sprint. #NFA
So his brain has gone smooth? Can't use the same logic 😂
He finally got a CEO for Twitter so he can relax.
I agree with you on his relaxedness & fluency. I was comparing it to 2008 Elon.
Thanks!
📌Do what everybody else is doing if you are okay with only having what everybody else has.Information that will pay you everyday, you've got to stop saving all your money.
Venture into investing some, if you really want financial stability.
Choose to grow and elevate your mind by studying audios, videos, attending conferences that will give you the edge!
Exactly, money is always eager and ready to work for anyone who is ready to employ it. That is why it’s nice to start up an investment now. I have researched about this bitcoin and I found it profitable.
@@marcoarigliani3460 I have been researching all this while for a digital asset investment and I found bitcoin to be the most profiting of them all , I’m definitely bouncing on the opportunity, thank you so much.
@Andrea Venghaus In situations like this,I always recommend to people on getting guidance at least from someone that understands price action and all that while you strive on improving yourself by watching videos and learning fundamental analysis.
I’ve been thinking of investing in cryptocurrency for long term, I’ve set asides $350k to invest but along the line,I usually get cold feet, maybe because I have no idea what I’m doing,
@@ellenmirojnick4537 My personal investment manager; Mr Daniel Christopher Downes, after a whole week of research,he runs an investment platform where you don't have to undergo any stress in the trades.
I'm gonna need a big ass Tesla van to comfortably seat all my Optimus party robots.
I want to see a dance off between Tesla and Boston Dynamics!
tell them to walk there ! sheesh, you don't have to ferry everyone around... :D
@@ke6gwf I hope they don't use Elon as dancing move data for Optimus.😂
@@malax4013 that would be the opening moves, before the bass drop breakdown... Catch everyone off guard lol
@@ke6gwf Actually now you put it that way I definitely want to see Optimus dance like Elon. 😂
Now do a supercut, if you can, of the CNBC interview. Amazing interview and the last question epic.
Brilliant day for Elon and Tesla
So Elon did a CNBC interview today
❤ what you do for us Rob!!!
It’s amazing how much better the quality of questions are here vs. questions from Wall Street. Demonstrates how little Wall Street really understands Tesla
yeah bunch of youtube nerds understand tesla better than harvard grads ... copium loser lol
Define quality.
100% agree
because, WS analYSTS are looking at the WRONG data.
MEH.....but better than the Wallstreet Shills
Jaw-dropping! Amazing! Just exhilarating!
This man is going to make sure the human species, not just survives but, thrives!
Or he’s fattening us up for the alien banquet.
Musk has been doing things that are beyond normal thinking, such as building rockets and studying artificial intelligence in depth, what is your attitude towards this?
At the expense of the natural world. He lies a lot.
@@simianwarthog Who lies a lot
@@ZC965Tt really? Whoosh
This was one of THE BEST SHAREHOLDER MEETINGS I have ever seen!! Loved it, loved the vibe, love the info and LOVE THIS COMMUNITY!
"days between FSD interventions". Yeah if you don't drive on those days!!!
Its a cult. Lol
Enjoy having half your money as 24 months ago!
@@importon days between "FSD safety interventions" wtf does that even mean lol... he just makes up new terms every time he changes a timeline....
@@davidkaplan5517 this is the wrong forum for you.
Thank you Rob. Really appreciate you condensing this for us.
The story just keeps getting better! 🎉
Elon did a real good job of keeping it SIMPLE (for him)... I LOVE ELON... I think he is the one of Gods best creations !!
I admire Elon but I have run into so many people who hate and abhor him, undeservedly, for so many minor things that have been blown out of proportion by the media, including social media. The same with Fauci! It's shameful.
weird cultist
Good grief!
Elon's statements are clear, concise and free of marketing hype and buzzwords. He presents a believable picture of the future and Tesla's place in it. His words have the authority of someone who has already delivered on the most substantial parts of his vision laid out in the original master plans.
MARY Lied, and it matters.
i think the "fsd car value" statement was a bit hype-ee
@@thet0ast3r not if autonomy as he envisages it comes to pass, then I think his assessment is accurate. The assertion that it will actually happen you could argue is hype enough but this is the only area I can think of where he does that and I think the progress of FSD so far is actually enough to make anyone bullish on the potential right now.
@@thet0ast3r "i think the "fsd car value" statement was a bit hype-ee"
Which one?
@@thet0ast3r If you buy a car and it drops $10k in value in the 4 years of ownership (for example) then at the end of that 4 years Tesla releases an update that allows your vehicle to now be full self driving, you don’t think that would have a profound impact on the cars value? I definitely think so.
Glad I’m a long term investor!
I don't make much money per year, but I've been putting away 10% of my weekly pay into Tesla stock. Currently hold over 25 shares, and it keeps growing. Very excited for what's to come and I will keep buying shares every chance I can! Love Elon! Such an underrated guy and will go down in history for being the most influential guy of the century. Im certain of it
With 48 Volts, Charge cables would have half the diameter of those at 12 Volts. That's 4 times less Copper.
In electronics, 48 Volts has been a standard for phantom power for donkey's years. It's not high enough to cause harm (but you can feel it!), but high enough to allow significant power transport. 12 Volts is so outdated, but is kept in place because lead acid batteries would otherwise become too expensive and heavy with 24 cells instead of 6. Lithium tech allows much smaller cell size at 4.2 Volts per cell so 48 Volts for the chassis makes much, much more sense.
Great editing dude, Bravo!
Can't wait to see Optimus riding a horse, that would be a sweet demo
That would be insane!
The balance and coordination that requires
Especially since it’s designed to ambulate on two legs
Shouldn't be hard. Balancing on two legs is much harder actually. The only possible issue if the actuators aren't fast enough, but I don't think that's the case.
Unfortunately Tesla prioritizes usefulness, and riding a horse has little practicality. On the other hand, it fits nicely into the Texas theme, so maybe they'll do it for fun in the future.
@@andrasbiro3007 those actuators needed to respond would be where on the bot?
Riding a horse?! LOL. a couple centuries of R&D to go, the thing can barely walk
@@MRjustinKCKS
Optimus didn't exist 2 years ago.
And riding a horse is much easier than walking.
The Margin Statement ruclips.net/video/D_8WShgZLQM/видео.html is unfortunately wrong. Porsche and Ferrari both have a higher margins than Tesla. One might argue it doesn't matter, but the statement was "of any automaker". Since Porsche also makes a rather ok electric car in volume I'd consider them among the "any carmakers".
Someone should have asked them if there would be more cybervehicles so they could amortize the development costs (for the novel cyber-manufacturing method) over a larger product lineup.
I'm getting the impression the Cybertruck is a stretched Model Y.
@@Dularr Why? No reason to describe CT as a "very difficult car to build", if it were just a stretched Model Y. They're pumping out 5,000 of those a week in the factory they were standing in. That's easy for them at this point.
@@TomasEggers I suspect Tesla could create 5+ assemble lines based on the Model Y and Model Y+
Creating everything from a SUV, Ambulance, Chase Car, Wrecker, pick up truck...
@@Dularr I have no idea how you could end up with this thought. The Cybertruck is an exoskeleton with thick folded steel panels. If you're talking about the motors and the other various internals, yeah, of course they're the same. But everything else, from design to manufacture, is completely different. What in the world are you talking about?
@@jackinthebox301 not at all. I use to think it was a front and rear casting with a structural battery pack. A exoskeleton providing the structural stiffness for passanger protection, hauling and towing.
I don't think that anymore. I now belive the vehicle now has a full body structural frame for the passengers, hauling and towing. With a SS unibody body, attached to the frame. But no longer provides any structural stability.
doesn't seem like much tbh, nothing about Cybertruck pricing or other important things.
I think that discussion about advertising was pretty interesting.
Final pricing comes out at the delivery event.
The renaissance man. His timing on the macroeconomic downturn and recovery is spot on. Next week will be a tough week for TSLA stock valuations ...
Elon it’s so genius, he is the best !
Deep learning used in ChatGpt and auto pilot that inherently hallucinates in its architecture ie crashes into brick walls and pedestrians would be scary. You would be charged with manslaughter in these accidents as Tesla surely would not guaranty its safety. Or will it?
I love Elon and his passion for moving us to a renewable energy economy. The Elon/Tesla haters be damned for their inability to understand the good he is doing!
an ID4 commercial popped up while I was watching this! rofl
and now all my stock is hitching a ride on optimus. oh boy.
When you refresh the page to see if Rob uploaded and a video pops up.😮
If we can train computers to beat people in chess then why can't we train a computer to drive better than a human? The future is here!
@16:50 ...no Elon, not everyone is rich! ..unless you sell your robots for less than USD 50k, that estimate is way off!
People need a vision. Hope will follow.
I vision a factory
With fit as fuck workers
Who work for a free car and a sandwich 🥪