Morgan Stanley REVEALS Tesla’s AI Funding Secret

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  • Опубликовано: 10 ноя 2024

Комментарии • 46

  • @BrighterwithHerbert
    @BrighterwithHerbert  Месяц назад +1

    I hope this video helped you get brighter about Tesla!
    My website: www.HerbertOng.com
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    Let's get brighter!
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  • @iandavies4853
    @iandavies4853 Месяц назад +1

    Full marks to Brian. Way ahead of me.

  • @RichardJansen-j6q
    @RichardJansen-j6q Месяц назад +1

    Brian is one of your most valuable guests, a real visionary.

  • @JoshuaHults
    @JoshuaHults Месяц назад +6

    Ford had the ability a long time ago to lead the way with EV technology, but chose to just copy paste 100 year old technology over and over for more and more money. I used to be a ford fanboy and now I am disgusted with the company.

  • @RickFaulknerStarsAndGuitars
    @RickFaulknerStarsAndGuitars Месяц назад +1

    I’m hopeful that Tesla will eventually power it’s data centres with solar panels and batteries

  • @shawncooper8131
    @shawncooper8131 Месяц назад +1

    Ford should just buy a tesla platform.

  • @thesolarfutureenthusiast1102
    @thesolarfutureenthusiast1102 Месяц назад +7

    CO2 is carbon dioxide Herbert 🙂

    • @stevenblackthorne4790
      @stevenblackthorne4790 Месяц назад

      Yikes, Herbert! You repeatedly said “carbon monoxide” instead of “carbon dioxide “! The “2” in CO2 is the “di” in “dioxide”! As opposed to CO, with a single oxygen atom, the “mono” in “carbon monoxide”.

  • @privatename123
    @privatename123 Месяц назад +2

    Money is fungible, but great to see the $ roughly matching.

  • @scdi12
    @scdi12 Месяц назад

    Great explanation regarding the credits.

  • @cybertoothtiger
    @cybertoothtiger Месяц назад

    Hi Herbert, I do like your channel and I'm a regular viewer so I think it's really important to correct an error that has been prevalent in most of your videos. You've consistently referred to CO2 as Carbon Monoxide which is incorrect. Carbon Monoxide is (CO) whereas Carbon Dioxide is (CO2). Carbon monoxide (CO) is not considered a greenhouse gas because it does not absorb and emit infrared radiation in the way that greenhouse gases do. Greenhouse gases, such as carbon dioxide (CO₂), methane (CH₄), and water vapor, have molecular structures that allow them to vibrate and absorb infrared radiation emitted by the Earth's surface. All the best and keep up the great Tesla info 🙂

  • @davidgutting4317
    @davidgutting4317 Месяц назад +2

    Never play chess against someone when all you know is checkers

  • @lourdessilva6442
    @lourdessilva6442 Месяц назад +1

    Conhecimento e vida es gigante que a pequena essa turma essa marca es nossa favorita e seus produtos são verdadeiros sonhos de consumo de todos já grata por poder assistir sucesso

  • @salamia704
    @salamia704 Месяц назад

    What about GM?

  • @jeffmaynard3836
    @jeffmaynard3836 Месяц назад +5

    300 mile range is more than enough for almost everyone.

    • @bobwallace9753
      @bobwallace9753 Месяц назад +2

      250 miles is more than enough for many. Lots of people would be fine with only a 100 mile range. Think about the households with multiple cars where one or more just does short range commuting and shopping.

    • @fractalelf7760
      @fractalelf7760 Месяц назад

      @@bobwallace9753Average U.S. daily drive is 40 miles…. People go crazy over twice a year needing more…

  • @mannygee005
    @mannygee005 Месяц назад

    but wait "Regulatory credits don't count!" lol

  • @sb5580
    @sb5580 Месяц назад

    some body should figure out what the co2 per each tesla's compute centers would be per year. Hopefully their placed in locations with lots of carbon neutral power.

  • @bobwallace9753
    @bobwallace9753 Месяц назад

    Other companies are quickly ramping up solar facilities. I'm not sure this is a place Tesla wants to do, aside from putting panels at their own facilities. With a lot of companies able to do large scale solar installation, competition is likely to keep margins low.

  • @jjamespacbell
    @jjamespacbell Месяц назад

    ZEV credits should not be only on car tailpipe emissions, but on the amount of CO2 by company. Google, Microsoft, BP, Apple and yes Tesla and XAI should be fined at the same rate per Kg of CO2 as Ford and GM.

    • @bobwallace9753
      @bobwallace9753 Месяц назад

      Seeing how Tesla now has enough solar input to cover both their factories and charging all the cars they have manufactured, have at it. Fine Tesla for the CO2 they don't emit.

    • @jjamespacbell
      @jjamespacbell Месяц назад

      @@bobwallace9753 Then Tesla's fine should be $0 and they deserve all the BEV credits they sell to the polluters, that gets my thumbs up.

  • @frederickfaller899
    @frederickfaller899 Месяц назад +1

    Lazy companies make good companies grow 😎💕

  • @jjamespacbell
    @jjamespacbell Месяц назад

    How much per car do Ford and others pay in fines if they do not comply? How much does Tesla get paid per each ZEV credit?

    • @bobwallace9753
      @bobwallace9753 Месяц назад

      The value of ZEV credits are flexible depending on demand, it appears that Tesla averaged about $3,500 per ZEV sold in 2023.

  • @corylohanlon
    @corylohanlon Месяц назад

    Tesla is enjoying improved fiscal health in the case of a recession. That's what the credit $$ is doing. It's in a mattress.

  • @wayofflow955
    @wayofflow955 Месяц назад

    The question is can they make a ev that make money before the ice are killed off?

    • @bobwallace9753
      @bobwallace9753 Месяц назад

      I'm not sure any legacy company can. There are companies that make only EVs and some of them just need to scale up to reach profitability.

  • @Jeeptalkshow
    @Jeeptalkshow Месяц назад

    When is battery technology (or portable power generation) going to double the range? That's what you're going to need to replace ICE vehicles.

    • @bobwallace9753
      @bobwallace9753 Месяц назад +2

      Few people need more range than the distance they can drive between pees.

    • @Jeeptalkshow
      @Jeeptalkshow Месяц назад

      @@bobwallace9753 The only reason I would buy and EV is when it matches and most likely far exceeds ICE vehicles. Also I'm not a car person, and the cybertruck isn't my idea of a truck.

    • @bobwallace9753
      @bobwallace9753 Месяц назад +2

      @@Jeeptalkshow
      Well, Bub, depending on what type of vehicle you want it may now be time. Compare the Tesla 3 to a BMW Series 3. The Tesla is cheaper, much cheaper to operate, and has much better acceleration and cornering.
      The Cybertruck may not be your idea of a truck, but once Tesla moves beyond the more expensive Founders Edition model that sells for more than $100k, they will be offering a pickup that is better in many ways than a Ford F150. I'm guessing you don't like the looks. That's fine, pay more for something more pleasing to your eye.

    • @Jeeptalkshow
      @Jeeptalkshow Месяц назад

      @@bobwallace9753 As a TSLA stock holder I am all for their success. EV is the future but we're not their yet.

    • @bobwallace9753
      @bobwallace9753 Месяц назад

      @@Jeeptalkshow
      What is your definition of "there"? If it's all cars on the road are EVs or all new car sales are EVs, then we're not there yet.
      We're in the transition from ICEVs to EVs. And we've reached a very important milestone. Batteries are now cheap enough to allow EVs to be manufactured at a lower cost than same-feature ICEVs. We're there.
      Over the next ~5 years look for more companies producing really good EVs that sell for less than ICEVs. Once we have enough really good, affordable EVs for sale it will be over for ICEVs. I'm not sure there will be any meaningful ICEV manufacturing in 2035.

  • @chelsiestinson9494
    @chelsiestinson9494 Месяц назад

    So is Tesla going to have to use it's own credits for Ai greenhouse emissions?

    • @bobwallace9753
      @bobwallace9753 Месяц назад

      Sure. Just as soon as Tesla starts manufacturing ICEVs. (See what I did there?)

  • @privatename123
    @privatename123 Месяц назад

    Easy to foresee a ton of pushback by Europeans against Chinese EV factories in western Europe, anyway. Look at all the resistance Tesla met with. Now imagine a tsunami of inexpensive, legacy job-taking, superior to ICE vehicles EVs flooding those mkts, from manufacturers that don’t care much about profits, just mkt share. Huge stacks of protectionist legislation incoming!

    • @bobwallace9753
      @bobwallace9753 Месяц назад

      Walls are being erected. Those walls will not hold over time.

  • @damienwade7848
    @damienwade7848 Месяц назад

    Sounds like socialism! 😂

    • @bobwallace9753
      @bobwallace9753 Месяц назад

      You mean workers owning the company they work for?

    • @damienwade7848
      @damienwade7848 Месяц назад

      @bobwallace9753 No, I'm talking about all the tax incentives and programs set up to keep EV companies afloat.