Can Tesla's Game Plan Skyrocket Q4 2024 Deliveries?

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  • Опубликовано: 17 ноя 2024

Комментарии • 76

  • @BrighterwithHerbert
    @BrighterwithHerbert  Месяц назад +1

    I hope this video helped you get brighter about Tesla!
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  • @imaro2358
    @imaro2358 Месяц назад +4

    Jeff nailed the financing incentives and desire to maintain production capacity at certain levels. Lower financing costs will increase demand.

  • @hsiaohu2959
    @hsiaohu2959 Месяц назад +4

    I agree with Jeff that supervised robotaxi announcement on 10-10 makes sense

  • @garycarson3128
    @garycarson3128 Месяц назад +14

    Herbert, the people than own Tesla EVs have jobs, most of the very good jobs that earn them upper income status. These owners don’t want to work as Uber drivers! These owners don’t want a second job as an Uber driver. If an existing Tesla wants to enlist their EVs in Tesla Robotaxi service, Tesla will have to hire other people who want or need the income. Perhaps they can entice Uber and Lyft drivers to switch to Tesla especially if Tesla moves to Remote Supervision either from the start or after a few months of driving data to show regulators the increasing efficacy.

    • @MyPapagio
      @MyPapagio Месяц назад +4

      Speak for yourself. I have a full time job(small biz owner). I own a 2022 MY with FSD and a 2024 MX with FSD and I absolutely will uber drive for Tesla to help them with last mile data and to earn some extra cash. What you fail to understand is that most those of us with Teslas who have been beta testers for years we are ultra excited about showing people who have no idea. I look forward to that and even though I don't really need another job the extra money will just go toward more TSLA stock. Maybe even another Tesla!

    • @garycarson3128
      @garycarson3128 Месяц назад +3

      @@MyPapagio I totally agree with you and its great you have the time and desire and dedication for the cause. We need more people like you. My point was unfortunately most of the Tesla owners in my opinion won’t do what you will do for whatever reason - too busy with current job workload long hours, they have a family to attend to, they don’t need the money, they don’t feel the money is worth it, etc.
      Speaking for myself. I don’t own a Tesla but I am an all-in investor and would like Tesla to succeed. My son owns a MY and my brother owns a M3. Neither of them would enlist their cars in the Robotaxi service.

    • @MyPapagio
      @MyPapagio Месяц назад

      @garycarson3128 I agree that someone who has a new Tesla, likely won't want to admit it to the network. However, when a car hits that typical 4 year mark and has lost that new car appeal, they easily become second cars or are traded in. But now, instead of trading in you can enter your Tesla into the network and use the income you earn from that to completely pay for a new car. With an estimated potential of 500k-1mil mile life of these cars, this could really compound. And with Teslas making their cars FSD compatible since 2018 there are currently a couple million Tesla's ready to hit the network. I plan to enter my 2022 Model Y into it...surely there are many others. Besides, Tesla about to crank up production on lower cost cars so the number of fleet managers willing to buy these (or yours) is going to skyrocket. If I could afford to do it, I'd buy 10.
      As for the initial Uber style run so Tesla can gather last mile ride data, I'll certainly do that in my MX. If that earns enough to cover the payment on another Tesla, I'm in. Then once the FSD is ready to go unsupervised the whole thing is going to rapidly expand. I can't be the only one out there that thinks like this. I bet your sons would enter their Tesla's into it if it meant they can then use that income to buy their own brand new Tesla. Why wouldn't they? It's free.

    • @etyocom3813
      @etyocom3813 Месяц назад

      Honestly this was my first thought when people initially brought this up. There are some existing Uber drivers that buy Teslas but it does seem like a small amount of people that would actually participate in a supervised taxi business for Tesla. Maybe if drivers get to keep close to 100% then it could spur some demand.

    • @MyPapagio
      @MyPapagio Месяц назад +1

      @@etyocom3813 Do you own a Tesla with FSD?

  • @directorjaws
    @directorjaws Месяц назад +1

    Optimus will be driving a robotaxi on 1010

  • @beehappy7797
    @beehappy7797 Месяц назад +7

    Tesla sale in September in Norway 68% ahead of september 2023.

  • @RichardJansen-j6q
    @RichardJansen-j6q Месяц назад +4

    Many analysts can't let their political feelings go and judge TSLA fairly, TSLA should be at $450.00 and that is conservative.

    • @greatamericangreatamerican7981
      @greatamericangreatamerican7981 Месяц назад +1

      But, TSLA will be at $1,050.00 soon. TSLA traded at $2,500.00, so surely it will trade into the $1,000.00 range soon.

    • @iandavies4853
      @iandavies4853 Месяц назад

      @@greatamericangreatamerican7981pre-split in 2020, so before 2 splits, 15x multiple.
      $400 is highest adjusted price.

    • @TheSpartan3669
      @TheSpartan3669 Месяц назад

      Based on what? Feelings?

  • @MikeSmith-lx9jg
    @MikeSmith-lx9jg 27 дней назад

    MIND Blown tonight. This is what its like driving I MEAN riding in my car now after last nights software update. Just drove 50 miles though Kingwood to Tomball and then back to Kingwood and never once had to touch the brakes wheel or blinkers. The car drives it self. Its like a UBER.

  • @ericjohnson3967
    @ericjohnson3967 Месяц назад

    Tie in Tesla insurance at a low cost. That will move the needle more than lower FSD prices.

  • @dangvo1649
    @dangvo1649 Месяц назад

    A low spec Model Y will do extreme well in Europe, I think.

  • @douglasgray3206
    @douglasgray3206 Месяц назад +4

    It would be great to hit sales just over 1.8 just to stuff it in the face of everyone who has said sales are or will be declining!

    • @karlmaerz5661
      @karlmaerz5661 Месяц назад

      Beat the expectations of the "street experts"...(car counters) ..Stock nose dives . I'll just DCA and check the stock price again in 2030.

  • @jerrybowen2869
    @jerrybowen2869 Месяц назад

    Sooner or later they'll have to shut down Y production to change over and ramp up juniper production. They might shut down on 1/1/25, initiate online sales and changeover the model line ASAP.

  • @jimpurewal2661
    @jimpurewal2661 Месяц назад +2

    Warren is way off on his view of 10/10. He first thinks its a recruiting event and then thinks they are going to bring out a new Model X?? This is just silly.

  • @rickhaller3328
    @rickhaller3328 Месяц назад

    Now that lots of folks finally got Summons even though they paid for it a few quarters ago, will Tesla show that revenue on the books now or did it get entered in the books when the purchase was made ?

    • @MyPapagio
      @MyPapagio Месяц назад

      Summons is not a seperate feature from FSD.

    • @rickhaller3328
      @rickhaller3328 Месяц назад

      @@MyPapagio It looked that way to me. You could buy Smart Summons and Auto Park for $6K and optionally FSD for another $6K, but you couldn’t get FSD without buying Smart Summons & AP. You’re kind of right.

    • @MyPapagio
      @MyPapagio Месяц назад

      @rickhaller3328 I see, I do remember that lower cost auto pilot option. I went for the FSD so I don't know. Maybe your right. I hope you are!

  • @MrWrstone
    @MrWrstone Месяц назад +3

    Sometimes I think you guys are just speculating.

  • @MikeSmith-lx9jg
    @MikeSmith-lx9jg 27 дней назад

    Once people realize what a Tesla car can do with FSD used Tesla prices are going to go way up. I believe Tesla stock price is about to skyrocket. FSD and Robo Taxi is now A REALITY....................... I KNOW because MY CAR CAN DRIVE IT SELF.

  • @ChicagoBob123
    @ChicagoBob123 Месяц назад

    Tesla should offer low interest on their used inventory driving up the cost of the used teslas allowing people to buy new

  • @rickhammond2473
    @rickhammond2473 Месяц назад +2

    Second and Tesla stock will be around 8 trillion 2029.

  • @warrenwade8531
    @warrenwade8531 Месяц назад +4

    By 2029 you'll see Tesla with a market cap of 8.1 Trillion dollars...that's minimum.

    • @audience2
      @audience2 Месяц назад

      That would be nice.

    • @MyPapagio
      @MyPapagio Месяц назад

      Yep

    • @greatamericangreatamerican7981
      @greatamericangreatamerican7981 Месяц назад

      @MyPapagio and obviously $4.1 trillion will happen even so much sooner than that.

    • @TheSpartan3669
      @TheSpartan3669 Месяц назад

      How will that happen exactly?

    • @MyPapagio
      @MyPapagio Месяц назад

      @TheSpartan3669 Perhaps you aren't following the Tesla story and their exponential development of embodied Ai. Nvidia went from a 1T market cap to over 3T market cap in under a year and their only making hardware that goes into the hardware that uses the Ai software that controls the body of the Ai (robotaxi, Optimus humanoid). Those two tangible Tesla products not only generate high volume revenue but also at SAS level profit margins. And one of their own products drives down the cost of producing the other, which will ensure they are not only the lead player but the absolute dominate player. And this is majorly disruptive within the largest sectors of the world. Transportation and manual labor. 8T is probably a grossly low estimate.

  • @christopherrubicam4474
    @christopherrubicam4474 Месяц назад +5

    Tesla has an awareness deficit. People regularly ask me about gas tanks on my Tesla. There is a simple solution to this: ADVERTISING. Get over it, Elon. Educate the public about electric cars, Superchargers, 120V home charging, superior safety, low financing rates, IRA and state point of sale rebates, etc. Only Tesla nerds know all this. Spread the love, BOOST SALES.

    • @brucec954
      @brucec954 Месяц назад +1

      Yeah, Tesla should do some TV infomercials with celebrity / car guy like Jay Leno. Show charging at home and coming out to a charged car everyday, show how to do a road trip with Navigating to SC etc.

    • @dukequack6209
      @dukequack6209 Месяц назад +1

      lol no

    • @Someone_Cool.x3
      @Someone_Cool.x3 Месяц назад

      Totally agree! Had a young boy excited to see my vehicle and said Tesla was his favorite type of car. I said "do you know it's an electric vehicle?" He said no and I thought that was interesting. He was old enough to know the difference but, was glad I was able to teach him something ❤

  • @soundslight7754
    @soundslight7754 Месяц назад +2

    As the IRA may disappear or at least get reduced in Trump administration, interested parties better grab their Tesla in Q4 👍

  • @michaelsu319
    @michaelsu319 Месяц назад

    Uber integration the ultimate Trojan horse. Elon playing 4d chess.

    • @snookmeister55
      @snookmeister55 Месяц назад

      Uber elimination is more likely than integration.
      Uber has nothing that Tesla needs.

    • @BongoWongoOG
      @BongoWongoOG Месяц назад

      @@snookmeister55Sounds like Craig Urwin ‘Tesla has nothing that Uber doesn’t have’ haha. Uber will be gone, they’re panicking

  • @gtg4712
    @gtg4712 Месяц назад

    Tenth!😅

  • @mtl6067
    @mtl6067 Месяц назад

    model y juniper reveal

  • @johncandelario294
    @johncandelario294 Месяц назад

    So much talks about bad positioning of tesla because of politics but then again how many here voting for trump and have a positive view since recent developments

  • @fredguild2520
    @fredguild2520 Месяц назад +2

    please stop saying “ like “ all the time when you’re talking

  • @grantguy8933
    @grantguy8933 Месяц назад +1

    Gary black is never a real Tesla bill. Stop mentioning him.

  • @Kenlwallace
    @Kenlwallace Месяц назад +6

    Elon’s politics have decimated Tesla’s once exponential sales to almost “flat line”. Once the darling of the centre left, now it’s almost toxic to that massive market and not just for USA.

    • @BjorckBengt
      @BjorckBengt Месяц назад

      Yes and we are selling our stock too.

    • @maxmccammond8914
      @maxmccammond8914 Месяц назад

      @@BjorckBengt good, perfect timing!

    • @MyPapagio
      @MyPapagio Месяц назад

      ​@@BjorckBengtplease, sell it.

    • @yawboateng8188
      @yawboateng8188 Месяц назад +4

      Only a fool will buy a worse and more expensive vehicle because of Elon’s politics. Then, again there’s no law against stupidity.

    • @Kenlwallace
      @Kenlwallace Месяц назад +1

      @@yawboateng8188 you got that right … about 40 million people are about to vote for Trump!

  • @grantguy8933
    @grantguy8933 Месяц назад +1

    first

  • @dru8748
    @dru8748 Месяц назад +1

    These spaces videos are not fun to watch.

  • @dewiz9596
    @dewiz9596 Месяц назад +1

    Nop
    Not watching this on saves. Bye Bye. You Tube or nothing