Tony Seba Predicts Humanoid Disruption / Munro's All-Time Tesla Rant / Warren Buffett and TSLA ⚡️

Поделиться
HTML-код
  • Опубликовано: 29 май 2024
  • To get a 1 year supply of Vitamin D3K2 + 5 individual travel packs FREE with your first purchase, head to: drinkag1.com/electrified
    AG1 is a comprehensive, all-in-one greens powder engineered to fill the nutritional gaps in your diet and support your body’s nutritional needs across four pillars of health: gut health, immune support, energy and recovery.
    It has 75 vitamins and minerals and whole food-sourced ingredients, combining the perfect amount of micronutrients, absorption and taste to jumpstart your daily routine. AG1 is also available in the US, Canada, UK and Europe.
    🧡 A massive thank you to my Patrons: / electrified
    👍🏻 Leaving a like/comment and subscribing are great ways to support the channel for free.
    Instagram: dillonloomi...
    X (Twitter): / dillonloomis22
    💰 Get discounts and/or freebies using these affiliate links:
    🔹Athletic Greens (AG1): drinkag1.com/electrified
    🔹Surfshark (VPN): surfshark.deals/electrified
    🔹Ekster (Smart Wallets & More): shop.ekster.com/electrified
    🔹Vessi (100% Waterproof Shoes): vessi.com/electrified
    🔹SPAN (Smart Home Panel): www.span.io/?...
    🔹 Ground News: ground.news/electrified
    🔹EnergySage (free solar quotes, no phone number required) - www.energysage.com/p/electrified
    🎥 Executive Producer: Halter Ferguson Financial
    Podcast (audio only) version of Electrified:
    Spotify: open.spotify.com/show/5yfYEUp...
    Apple: podcasts.apple.com/us/podcast...
    WARNING: I will never message you in the comment section asking you to message me via WhatsApp - these are scam bots that I'm doing my best to continually block.
    ===================================
    00:00 - Seba, Disruption, Optimus
    12:45 - TSLA Community Comparison
    15:06 - Buffett and TSLA
    17:48 - Anti EV Subsidy Bill
    19:21 - Tesla Lineup Changes and FSD
    22:03 - Tesla Semi
    23:12 - Germany EV Sales
    23:55 - Tom Zhu
    25:13 - Munro's Rant
    28:30 - Waymo Expansion
    28:58 - DoE
    29:17 - GM and Autonomy
    29:57 - Lucid Q1
    30:55 - TSLA Stock Today
    ===================================
    Some links may be affiliate links - you pay the same price, I get some credit. Great way to support creators you value 👊🏻
    *Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.
    #TeslaNews #SandyMunro #TonySeba
  • Авто/МотоАвто/Мото

Комментарии • 519

  • @DillonLoomis22
    @DillonLoomis22  23 дня назад +30

    I relate to Sandy's desperation on a deep level lol...hope everyone had a great weekend! Don't forget to check out AG1 if you're interested in trying it out for yourself at drinkag1.com/electrified - cheers!

    • @Wankidy
      @Wankidy 23 дня назад +1

      The bot will initially be like Autopilot (doing simple tasks well), and Tesla was able to figure that out 10 years ago. A fully functioning bot is definitely years down the road.

    • @arthdenton
      @arthdenton 23 дня назад +1

      Never seen Sandy THIS agitated.
      19:00 The oil and gas subsidies in 2022 were $7 trillion? Seriously?
      If you divide $7 trillion by 333 million (the US population) you get a little over $20,000.
      In other words, a family of 4 had 'oil and gas' subsidized to the tune of $80,000 per year?
      See how STUPID this figure is. I am curious what the source for it might be. But... we are talking 'new math' here, right? It doesn't have to be right or true if it feels 'good'.
      By the way, the ENTIRE US tax revenue in 2023 was $4.44 trillion (Google). So, the US gov't 'gave' the oil and gas industry almost TWICE the amounts it collected from taxes? Does anyone realize how DUMB it is to believe this?

    • @yourcrazybear
      @yourcrazybear 23 дня назад +1

      @@arthdenton The $7 trillion is a global figure where only $1.3 trillion was explicit subsidies. The rest seems to be a mix of diffuse categories such as global warming, pollution and environmental costs.

    • @yourcrazybear
      @yourcrazybear 23 дня назад

      Sandy was spot on. There's also a good reason that fakestream media is bleeding subscribers.

    • @andrewsaint6581
      @andrewsaint6581 23 дня назад

      ​@@arthdentonglobally.

  • @ragnargreystoke3271
    @ragnargreystoke3271 22 дня назад +8

    What an exciting time to be alive, at 75 years old I am glad I made it!

  • @XXfea
    @XXfea 23 дня назад +47

    Dude - you are THE BEST - You bring true insights and original content
    MANY thanks

    • @arthdenton
      @arthdenton 23 дня назад +1

      Yeah but claiming that the oil and gas industry received $7 trillion in subsidies in 2022...
      The ENTIRE US tax revenue in 2023 was $4.44 trillion (Google). In other words, the US 'gave' the oil and gas industry EVERY SINGLE DOLLAR it collected in taxes AND borrowed another $2.5 trillion (more than the actual budged deficit in 2022) only to subsidize the oil and gas industry? Hmmm...

    • @conradseelye5306
      @conradseelye5306 23 дня назад +1

      ​@@arthdentondo some research. I don't know this issue well, but the subsidies are in various forms, not simply cash payments.

    • @brunoheggli2888
      @brunoheggli2888 22 дня назад

      Hes one of the worst!

  • @berthogendoorn2133
    @berthogendoorn2133 23 дня назад +14

    The speaker on the repair cost for insurance, what about the human cost for loss of life, massif injury etc, those are the high costs of insurance the companies have to pay, cars repairs are just small potatoes.

  • @joshuasellers4434
    @joshuasellers4434 23 дня назад +13

    Even the argument that "cars are more expensive to repair" does not bode well for insurance providers. As FSD gets better and better I would assume liability would fall on human drivers which cause the accidents more often than FSD. That would just be a double whammy for insurance carriers. Less overall margins to work with and also more claims where they are the at fault insurance carrier.
    Which is why tesla needs to bundle insurance /w FSD and expand to more states as fast as they can.

    • @farmerpete6274
      @farmerpete6274 22 дня назад +3

      but as cost of a new EVs fall, it will be cheaper to just replace a damaged car with a new one and then recycle the damaged one. There will be a huge market for insurance write-offs for the ICE to EV conversion market.

  • @milescoleman910
    @milescoleman910 23 дня назад +38

    Munro’s yelling about Elon did come across a little sycophant. Still I get his point. I would have added. ‘Who else is crazy enough. Who else cares so little about what people think. Who else has the guts to repeatedly ruin his family life and be despised by millions for his obsession that is to benefit everyone else including those people that hate him. Find me the billionaires that don’t have time and don’t own a yacht’

    • @brunoheggli2888
      @brunoheggli2888 22 дня назад

      Sandy is just a worthless Elon fanboy who makes a living with hes trashy youtube videos!

    • @andrewsaint6581
      @andrewsaint6581 22 дня назад +4

      Yes. Musk is unequalled on the planet in his depth and breadth of vision, motivational skills and team building.

    • @incognitotorpedo42
      @incognitotorpedo42 22 дня назад +2

      @@andrewsaint6581 Is firing the ENTIRE supercharger department an example of his motivational skills? By doing that, he motivated the head of HR to quit.

    • @JosephWolfgram
      @JosephWolfgram 22 дня назад

      @@incognitotorpedo42yes. No longer needed… next question?

  • @Buggabones
    @Buggabones 23 дня назад +13

    Pulling into driveway has worked great for me. Every update it tries to park on the street, then after 3-4 times returning home, it pulls into the driveway blinker and everything. Then does it every single time perfectly until I get a new update, then its like it has to learn all over again or something.

    • @markkennard861
      @markkennard861 22 дня назад

      Some just don't get it mate, or want to it would seem.

    • @charle-edouardsavoie6634
      @charle-edouardsavoie6634 22 дня назад +1

      That's odd, I didn't think the car learns by itself. I'm pretty sure data has to be sent to a training computer to learn off of it... meaning it would only change its behavior when you update it...

    • @Buggabones
      @Buggabones 22 дня назад +1

      @@charle-edouardsavoie6634 Same, and iv been told my hundreds of people it doesn't work this way, but it seems to. I dont know how else to explain why it acts like this.

  • @kencotton4645
    @kencotton4645 23 дня назад +4

    I live in a rural location and I have to intervene every time or FSD would drive past my driveway when navigating home. So far it has not shown any inclination to correct this through self learning.

  • @conradseelye5306
    @conradseelye5306 23 дня назад +6

    Excellent video. Especially about Seba, Munro, and also AG1.
    Enjoy your trip and time away.

  • @patrickshanghai2064
    @patrickshanghai2064 23 дня назад +10

    thx for bringing up the Tony Seba text. brilliant stuff!

  • @kencotton4645
    @kencotton4645 23 дня назад +4

    Maybe we can start moving manufacturing back to this country when other countries no longer have the advantage of cheap labor. When shipping cost become a major factor in where goods are produced in relation to where they are sold.

  • @shiftyparadigm7049
    @shiftyparadigm7049 23 дня назад +49

    Rollout of superchargers in Australia has stopped and they've rolled back plans that were already in motion. This defies sandy's beliefs. A lack of chargers is the big reason why people hesitate to get a bev, unless it is a 2nd car for the family that can be charged at home and only used for short trips.

    • @rikvdk8962
      @rikvdk8962 23 дня назад +6

      Tasmania only has 1 supercharger with 3 stalls, and that is located over 300km from the largest city. Looks like no more coming this way

    • @ChrisJayBee
      @ChrisJayBee 23 дня назад +2

      Western Australia which is nearly the size of Europe has 2 in Perth and only 5 more in the whole state - as a customer I’m not happy and this will affect my next purchase- where I live there is very little advantage having a Tesla over other brands. We do not all live in the US Sandy !

    • @MichaelJordanwasOverrated
      @MichaelJordanwasOverrated 23 дня назад +5

      They're going to switch to the ground wireless chargers. Duh !!

    • @DeveloperChris
      @DeveloperChris 23 дня назад +2

      @@MichaelJordanwasOverrated Evidence?

    • @jamesengland7461
      @jamesengland7461 23 дня назад +13

      This is all a temporary reorganization.

  • @johnsutherland7561
    @johnsutherland7561 22 дня назад +4

    Well said by Munroe

  • @Crisbas45
    @Crisbas45 23 дня назад +10

    We will miss you this week. Enjoy yourself looking forward to next weeks recap

  • @gimmefries
    @gimmefries 23 дня назад +4

    If robots can gather natural resources, and transport them, and refine them, and make products, and deliver them, and harvest food, and cook, and serve, the whole supply and demand concept stops making sense. As much as people worry about jobs, I think the bigger threat is the people who control the majority of our resources currently being afraid of devaluing their acquired wealth and undermining their power and control twisting all these robots into something no one wants to keep themselves in charge of everyone.

  • @AcceleratingTech
    @AcceleratingTech 22 дня назад +3

    Another great video, thanks Dillon! Best daily news videos out there🙏 😊

  • @thedownwardmachine
    @thedownwardmachine 23 дня назад +14

    I liked how he threw “…to a battlefield…” out there like it ain’t no thang

    • @Lduke32
      @Lduke32 23 дня назад

      Yes it was nonchalant but don’t think for a second the Pentagon and other world powers will jettison to Tesla and other robotics companies for the goods.

    • @hunterfrederick2731
      @hunterfrederick2731 23 дня назад +2

      So your restaurant server can become a super soldier with an update push…okay. Now I understand how we lose the robot war.

    • @conradseelye5306
      @conradseelye5306 23 дня назад +2

      ​@@hunterfrederick2731the bots and AI could win by simply being our waiter, bringing us more food. We'll become pets.

    • @breyrey7612
      @breyrey7612 22 дня назад

      My prediction is that each skillset will be sold as a separate specialization module. One license each for chef, guard, medical care assistant, etc.
      You will have to spend a lot for your bot to do everything.

  • @NextGenEvs
    @NextGenEvs 22 дня назад +1

    So stoked for Semi to ramp!

  • @Steph1
    @Steph1 23 дня назад +3

    I hope that humanoid robots will be manufactured in barracks, say “Unit Ready” when they come out, and answer their first task with “Affirmative”

  • @brianacosta3962
    @brianacosta3962 23 дня назад +7

    the series "better than us" was very interesting

  • @travisjazzbo3490
    @travisjazzbo3490 23 дня назад +6

    When FSD becomes what they say it will, which will be really soon apparently, how does a company like Waymo survive?

    • @thomasreese2816
      @thomasreese2816 23 дня назад +1

      Plenty of capacity in the market. Wayno can still pay for the cost of the cars easily within the first few years. Everything beyond that is profit.

    • @travisjazzbo3490
      @travisjazzbo3490 23 дня назад

      @@thomasreese2816 That's not how it works. Cars wear out. Maybe in this capacity (constantly going RoboTaxi), they run 2 years or something like that (tops) because they have to keep them fresh, right? Average Waymo car costs $150K all equipped because of that extremely expensive hardware and the car itself... The average cost for a fully equipped car for Telsa, about $30K and falling. That is a massive difference.
      Plus, the idea is that people who own Teslas will be able to use them for an Uber style service and send them out to work to make money - with no driver - when they aren't using them. Can you imagine? But it's what Elon was touting and it makes total sense.
      Also, electric cars are a lot less maintenance and to run when general driving appropriately, which FSD will do (drive well). That is a report that just came out that Tesla, maintenance and cost to run wise, is less than any other car, and a ton less than luxury cars in particular

    • @TurdFergusen
      @TurdFergusen 23 дня назад +4

      theyll buy teslas which are 70% cheaper than what they have

    • @tgdomnemo5052
      @tgdomnemo5052 23 дня назад

      Won't 😆

    • @FrunkensteinVonZipperneck
      @FrunkensteinVonZipperneck 22 дня назад

      Waymo never had a “business model.” It was a vanity project for Sergei Brin - instead of a big boat😂

  • @user-qf4ok4eh7c
    @user-qf4ok4eh7c 22 дня назад +1

    One thing I wish I could agree with is the statement that the companies with the best (products, tech, etc.) will ultimately prevail. I have watched great companies be destroyed throughout my life. In fact, Microsoft, Intel and even Apple would not exist if the technically superior competitors of their early years prevailed. In the end, great marketing, strategy and dynamic leaders make as much if not more influence over a company's survival and rise to prominence.

  • @joewiley6927
    @joewiley6927 23 дня назад +5

    When they, the robots, can fix themselves - we as humans will have very little to do labor wise. Here's to hoping for the superabundance timeline!

    • @TurdFergusen
      @TurdFergusen 23 дня назад

      very “irobot” movie… repairing themselves may very well become one of their core functions for survival

  • @KatieRosesDad
    @KatieRosesDad 23 дня назад +10

    I do have concerns about how the average citizen will make money when all of the existing standard labor jobs are done by bots.
    Does that mean
    1. New job types will show up? Hard to imagine what those will be.
    2. Every citzen will have a Universal Basic Income? Will the UBI match today's middle class wages? Will it guarantee that we will have our existing standard of living? Not sure how that will play out.
    3. Or will the existing labor force jobs dry up and people become unemployeed and suffer.
    If we are not careful about this, it will cause lot of hurt. And we need smart people figuring this out and not the current bunch of people in goverment that got there by a popularity contest. A lot of them have no idea what they are doing. Just riding the political gravy train. In it for power and money.
    If we do this right, the bots will be a blessing for us. If we do it wrong, a lot of people will suffer.

    • @Pikminiman
      @Pikminiman 23 дня назад

      Here's the relevant section from the RethinkX article:
      "[H]istory shows that although capital (in the form of facilities, machinery, and knowledge) have substituted and thus displaced labor time and time again, labor has nevertheless evolved to remain complementary to that capital. Counterintuitively, this has put upward pressure on the value of labor over time. This dynamic is sometimes framed as technological empowerment of labor, where new technologies increase worker 'leverage' by expanding their capabilities. For example, construction workers have been literally empowered by power tools, while office workers have been figuratively empowered by computers and other information technology. Following this historical pattern, there will be a brief period when the same is also true of humanoid robots.
      In the near term, for perhaps a decade or so, humanoid robots will largely be deployed to meet demand for labor that is currently going unmet by humans - as opposed to directly displacing human workers from jobs they currently occupy. This will create a non-obvious and counterintuitive situation in which humanoid robots appear to be almost purely a force-multiplier for existing jobs and workers, rather than a threat to them.
      While true, and worthy of celebration, we must be aware this condition will not persist for long. Even though an individual human’s capability will be greatly enhanced if they have a personal team of humanoid robots to command, there will be no benefit to employers of having that human in the loop instead of merely commanding that team of robots directly themselves - especially with executive assistance from increasingly capable AI.
      *This means the era of complementarity between labor and capital is coming to a close.* 'Work' will soon become something that only machines do. When the disruption of is labor is complete, we will need to rethink economics itself because fundamental notions like scarcity and exogenous total factor productivity will no longer hold. The labor engine (itself a new kind of 'capital') will become self-sustaining and self-expanding, and superabundance will become the rule rather than the exception.
      It is almost impossible to overstate how radical this transformation of the human condition will be. It will indeed be liberating to an extent that up until now has seemed almost unimaginable - purely the realm of utopian science fiction. But it also means widespread public concern about technological unemployment from AI and robotics remains entirely valid in the longer term, from perhaps the late-2030s onward.
      Without very thoughtful decision-making among leadership in every domain, and very likely a rethinking of the basic social contract across society itself, the destabilization caused by the disruption of labor could well be catastrophic."

    • @chrisbraid2907
      @chrisbraid2907 23 дня назад +3

      You need to think out of the boring old box of gainful employment and start considering other types of income earners that we do better than Cyborgs and Androids . Art and Recreation focus will give you some ideas. Also with the internet comes so many options to create personal wealth … if you can be supported by the UBI then you could work out what you really want to do in life and focus on doing it …

    • @tgdomnemo5052
      @tgdomnemo5052 23 дня назад

      perfectly to the point
      what crisis did the (global) Gov's solve or even tackle in the last .. decades ?
      as long as theres big money to make today let's postpone adressing the problem tomorrow ..
      and that's the mindset of every short term investor (= enabler) as well
      [big oil, big auto, big money . . . 😳]
      glad i'm an old fart, only hoping to be out of here in time 😆
      to you, gen-Z :
      better get real rich real fast or go bust 🖖🏽

    • @tgdomnemo5052
      @tgdomnemo5052 23 дня назад

      ​@@chrisbraid2907
      yeah, be creative 😆
      with "consumers" dominating the markets TODAY who don't give a sh** about s.th. being created by a real brain or AI .. as long as it's entertaining 😆😂🖖🏽

    • @paulmcgreevy3011
      @paulmcgreevy3011 22 дня назад

      People wondered what would happen to all the horse breeding jobs, blacksmiths, wheelwrights, stable workers, carriage makers and repair shops etc when cars came out. People wondered what would happen to all the typists, bookkeeping clerks, accountants, data entry clerks, researchers etc etc when computers came out. Same with internet. Same with every other machine. What will happen is that humans will be come more productive enabling more people to exist and feed themselves than before. They’ll be too rich to need government UBI.

  • @dporrasxtremeLS3
    @dporrasxtremeLS3 23 дня назад +1

    Dylan Lumis, YES, YES, YES!!! Outstanding show! Thank you!

  • @Lduke32
    @Lduke32 23 дня назад +3

    I appreciate how you balance perspective. Don’t sell out. Continue to adhere to truth. If Whole Mars and Sawyer Merritt acquiesce to Elon’s edicts that’s their mistake. Stay true to your mission statement.

  • @trampfossil
    @trampfossil 23 дня назад +3

    Why doesn't the new bill eliminate oil subsidies???? they are making 4 trillion dollars a year profit why do they need subsidies???

  • @shumann1605
    @shumann1605 23 дня назад +5

    Remember the movie based off the book I - Robot?

    • @Cybertruck1000
      @Cybertruck1000 23 дня назад +2

      Forget the movie and read the book.

    • @TurdFergusen
      @TurdFergusen 23 дня назад +1

      never read the books because it ruins the movie

    • @tgdomnemo5052
      @tgdomnemo5052 23 дня назад

      Agreed. Read it.
      but, if the movie is good enough to kick your thoughts into gear it's good enough ?

    • @shumann1605
      @shumann1605 22 дня назад

      @@tgdomnemo5052 Read the entire Robot Series by Asimov

    • @shumann1605
      @shumann1605 22 дня назад

      @@TurdFergusen The entire Robot Series from Asimov is amazing.

  • @smokeystover6879
    @smokeystover6879 23 дня назад +2

    Actually, a few days ago my FSD 2018 Model 3 pulled into my driveway instead of disengaging on the road next to my driveway. I was surprised that it did this on 12.3.6. Maybe a fluke I’ll see it is repeated the next time on out and come home.

  • @joshgray1331
    @joshgray1331 23 дня назад +4

    Everybody check out "A.I. Artificial Intelligence" the Spielberg movie from 2001. It nails this humanoid issue PERFECTLY. Fun watch. Great vid Mr. Loomis!

    • @thespiceislife2082
      @thespiceislife2082 22 дня назад

      Better Than Us, Humans and Westworld also touch on the social/economic aspects of robots in society.

  • @jamesthompson7282
    @jamesthompson7282 21 день назад

    Very good vid! Thanks, Dylan. Enjoy your trip.

  • @beachcomber2008
    @beachcomber2008 22 дня назад

    Lovely Sandy! If only he had time-travelled back to the Sizties. What a wonderful world it would be by now! 😎

  • @davidswiggum
    @davidswiggum 18 дней назад

    Thanks!

  • @markumbers5362
    @markumbers5362 23 дня назад +1

    Hope its Available in Australia. Just picked up our rear wheel Model Y 6 weeks ago.

  • @FelixTheCat69
    @FelixTheCat69 22 дня назад +1

    Two things to consider with s/w update for extra range. I have no problem with paying for a speed or range boost, but LFP cells are supposed to be charged to 100% regularly. I would have a real problem if all the cells in my car were s/w limited and only charging to 81% when I was trying to maintain them optimally. So, for this not to happen, some cells would have to be dead weight not being charged at all each day. Not at all crazy about that either. I probably wouldn't even opt for LFP cells because of the extra weight. In this case I would prefer Tesla just charge more for the car and give full capability up front.

    • @FalkonNightsdale
      @FalkonNightsdale 19 дней назад +1

      Small correction:
      Li-ion - should be charged between 20-80% to limit stress on the battery
      LFP - should be charged to 100% at least 1x per month ro recalibrate BMS(they have flat voltage curve)

    • @FelixTheCat69
      @FelixTheCat69 19 дней назад +1

      @@FalkonNightsdale You are too kind. I would call it a major correction 😂
      I totally misspoke about LFP cells AND I did not know about topping them off to 100% once a month. I thought it had to be done with each charge. This makes them an even better option for cyber cabs. I’ve updated my comment. 🙏

  • @rafaelestevam
    @rafaelestevam 22 дня назад

    9:30 Optimus already started at "version 12", it has a lot of work ahead but is not at "round zero"

  • @toddashton9696
    @toddashton9696 22 дня назад

    Minor note: at 30:32 feel free to round the loss per vehicle to the nearest dollar, or if you value precision, to the nearest cent, rather than to 15 decimal places.

  • @LaJuanHughes
    @LaJuanHughes 22 дня назад

    They don't think the cost won't come down but they also did think every would switching to Tesla plug.

  • @davidwebb2337
    @davidwebb2337 22 дня назад

    Thank you!

  • @johnreese3762
    @johnreese3762 22 дня назад

    You and Sandy are brilliant! Great video, thanks Dillon! Have a great trip!

  • @dennisjutzi7075
    @dennisjutzi7075 22 дня назад

    Well done Dillon you are such a voice of sanity . Thank you !

  • @jeffpicken5057
    @jeffpicken5057 22 дня назад

    The part of Sandy’s rant that you didn’t play is a big part of what people are missing about the supercharger network. It was the engineers, software developers and service techs that were laid off, not the people who manufacture the superchargers. If the superchargers are already at 99% uptime, what more engineering is needed (at this time)? If they’r eup 99% of the time, how many service techs do you need? Will they. need some of these skills in the future, sure, and they’ll hire them back then. In short, the rollout of the supercharger network shouldn’t be slowed by these layoffs.

  • @NicoVeenkamp
    @NicoVeenkamp 22 дня назад +1

    On the subject of AGI, I am in the camp of people that believe that we should get our vitamins, minerals etc. from our food. A healthy diet is far more preferable than using products like AGI. I find it interesting that people are more interested in the contents of these supplements than in the contents of their food intake. Fresh food and vegetables are the way to go, but if these are becoming more expensive and sometimes even unavailable, than products like AGI could be a viable, if second best,option. IMHO, YMMV

  • @daviddavis7855
    @daviddavis7855 22 дня назад

    Agree with Sandy, many do not remember similar issues with Apple management. Look at Apple now.

  • @TedToal_TedToal
    @TedToal_TedToal 19 дней назад

    The fact that additional range is present, but must be unlocked with additional payment is very interesting. On the one hand it's really no different than a lot of software which operates in a trial mode until you pay for the full blown version. On the other hand, it actually has a lot of physical stuff, batteries, that may be present and taking up resources to build and carry around, that never gets used. Seems like a better route would be too make it so that an additional battery segment could easily be added to the car.

  • @floridasaltlife
    @floridasaltlife 22 дня назад

    Brilliantly put Sandy...

  • @vincentdeleonjr1039
    @vincentdeleonjr1039 22 дня назад

    thanks

  • @AlphaCrucis
    @AlphaCrucis 22 дня назад

    I appreciate how your sponsor sections are more informative and interesting that most.

    • @DillonLoomis22
      @DillonLoomis22  22 дня назад +1

      appreciate this...i do my best with it to keep it as informative as i can :)

  • @nate5eplayer574
    @nate5eplayer574 23 дня назад +1

    Awesome video 👍

  • @rogerstarkey5390
    @rogerstarkey5390 22 дня назад

    The "Insurance isuue".
    The BIG change will not be "cost of repair" (for EVs)
    It will be Reduced liability for Tesla drivers and insurers who will be able to prove not only that the other car hit them, but that the Tesla was trying to avoid the collision.

  • @stewartmcleod4094
    @stewartmcleod4094 23 дня назад +1

    I want to see Optimus juggling while tight rope walking.

  • @asajelfs8170
    @asajelfs8170 23 дня назад +2

    We need every single robot we can build to battle the results of climate change.

    • @tgdomnemo5052
      @tgdomnemo5052 23 дня назад

      correct. WE do.
      but THEY don't 😳
      imagine 20 years from now, living on your megayacht - why care if there is another 50 feet of water under your keel ?
      the humans you still need around (doctors, chefs, playmates & toyboys ..)
      will fight to get on board 😬
      a what remains of "dry land" could be farms and ranches .. run by bots
      BRIGHT FUTURE AHEAD 😆😞🤑

  • @Cody541
    @Cody541 23 дня назад +2

    Sandy forgot the d in bleeds lol

  • @tslaryrad
    @tslaryrad 15 дней назад

    Well said no more subsidies either side, no more dark money for political donations or tax write off for donations either. Aren't we a free Market? F these tariffs also

  • @ostfriesenhans
    @ostfriesenhans 22 дня назад

    Danke!

  • @InformedKiwi
    @InformedKiwi 23 дня назад +1

    Love the Sandy Rant! Nailed it

  • @rlshultz5841
    @rlshultz5841 23 дня назад +1

    Remember markets are forward looking. The only reason FSD and bots are not in the evaluation is they are not proven. As soon as that changes the stock will move. That’ move is sooner than the production or large deployment

  • @barrychertov5648
    @barrychertov5648 23 дня назад +1

    good episode!

  • @greghelton4668
    @greghelton4668 23 дня назад +12

    People act as though robots don’t exist. There are tens of thousands of dedicated robots working today. A general robot isn’t needed in mass production just yet. But that day will come in the not too far future.

    • @yvanpajevic9680
      @yvanpajevic9680 22 дня назад

      Yeah but those robots are dumb... they're old school.
      Tesla bot is using A.I. to learn the visual world, to perceive reality the same way we do.
      Once it learns, it will be hella versatile. No robot has ever had this ability before.

    • @greghelton4668
      @greghelton4668 22 дня назад

      @@yvanpajevic9680 mass production is repetitive so specialized machines will always do things better and faster. They are more versatile than most non technical people think. That’s the problem with us humans. We can do a lot of things but we are prone to errors and require salaries. A general purpose robot will be superior to us in that regard but they won’t be able to compete with specialized machines in most factory functions.

  • @someone3533
    @someone3533 21 день назад

    From the factory and the restaurant to the battlefield....wow, this Seba specimen is quite a piece of work...

    • @TheEvilmooseofdoom
      @TheEvilmooseofdoom 21 день назад +1

      But it's true. Remember battlefield use could be nothing more than carrying ammo or stretchers.

    • @someone3533
      @someone3533 21 день назад

      @@TheEvilmooseofdoom It's true that Seba thinks (correctly, I might add) that they will be used to kill humans.

  • @timower5850
    @timower5850 22 дня назад

    Long term for insurance change will not be decades; vehicle repair costs pale in comparison to lengthy hospital stays and lawsuits.

  • @ksrithan
    @ksrithan 20 дней назад

    The earlier we embed Isaac Asimov's "Three Laws of Robotics" into every humanoid robot, the better.

  • @OffgridApartment
    @OffgridApartment 22 дня назад

    The sooner they can get bots in the hands of consumers the sooner they can leverage distributed learning of tasks just like they did with FSD.

  • @brianmoody9175
    @brianmoody9175 23 дня назад +1

    I own a 2024 standard range y and will thoroughly enjoy the benefits of a larger pack without paying for it. i.e. better charging curve and charging to 100% without worrying about accelerated wear.

    • @waynerussell6401
      @waynerussell6401 23 дня назад

      Not if the maximum charging voltage has been increased.

  • @p38cobra
    @p38cobra 16 дней назад

    2 decades. I’ll be gone by then!

  • @ExploringCabinsandMines
    @ExploringCabinsandMines 23 дня назад +2

    We'll see...

  • @Jstuckey
    @Jstuckey 23 дня назад +1

    Hey dude, good video, well done.

  • @GlenMacDonald
    @GlenMacDonald 23 дня назад +1

    [18:40] To be clear, when we're comparing the subsidies for oil & gas ($7T) vs the subsidies that have been paid out for EVs ($700M), no, we are not talking about an order of magnitude difference.
    WE'RE TALKING ABOUT 4 ORDERS OF MAGNITUDE DIFFERENCE!!!
    (7T has 12 zeroes, but 700M only has 8 zeroes.)

  • @derekgalbraith1508
    @derekgalbraith1508 22 дня назад +3

    The specific dose of each vitamin/nutrient in each serving of AG1 is not even close to being the number one argument against it.
    It's the insane price. They're selling dried vegetable powder at a 20,000% markup. And they have half of RUclips either being fooled into thinking they're doing something benevolent, or willing to act like they have been fooled in order to bank the cash with plausible deniability.
    If I'm being generous, then I'll say you're just gullible and genuinely believe they're being benevolent.
    I'm sure the product is good nutritionally for the average person. But they could get the same benefit by just eating a variety of cheap vegetables. Having these guys pay a processing plant to dehydrate, grind up, and then sell the vegetables to you in a shiny packet does not imbue them with magic powers.
    Oh, and "The Human Condition". That really doesn't apply to what you were talking about. You should maybe read up on that before you try using it again.

    • @fredbloggs5902
      @fredbloggs5902 21 день назад

      You’re right that it’s expensive, but it also contains things not found in other products.
      If you price-up the cost of getting them all individually you don’t save much.

  • @turtleyaya
    @turtleyaya 23 дня назад +5

    Hey Dillon.Love Seba.

  • @johnpoldo8817
    @johnpoldo8817 23 дня назад +2

    Many of us including the press disagree with decision to eliminate the supercharger department. Maybe the department isn’t terminated and a portion remains for site acquisition and field deployment. We desperately need more public charging and it won’t come from CPO’s, not enough profit.

    • @jamesengland7461
      @jamesengland7461 23 дня назад +4

      It's just a temporary reorganization.

    • @johnpoldo8817
      @johnpoldo8817 22 дня назад

      @@jamesengland7461 James, I hope you are correct, but I don't see any evidence supporting theory.

    • @vaughnmoore4950
      @vaughnmoore4950 22 дня назад +1

      There is no desperation for more superchargers,unless you live in apartment.wife just drove Missouri to Idaho not one time was the Tesla charge station more than half full.
      The rest of the time we charge at home while we sleep at .06 cents a kilowatt.

    • @johnpoldo8817
      @johnpoldo8817 22 дня назад

      @@vaughnmoore4950 It’s no problem for you and I with Tesla EVs, but all the other brands need charging too. Software engineers supporting BMW, MB, VW, Hyundai, Kia, etc using superchargers probably are gone. Those brands may have to wait an additional year.
      One of the leading causes for EV adoption waining is not enough charging infrastructure.

  • @rickkay9548
    @rickkay9548 23 дня назад +3

    21:56 this has occurred 3 times on FSD 12. While inconsistent when it does it, I was absolutely floored when it happened!

  • @JamieReneeVonTeez
    @JamieReneeVonTeez 23 дня назад +4

    Sandy Munro rocks! 1,000% dead on balls rights!!!!

    • @bobbybishop5662
      @bobbybishop5662 23 дня назад +2

      He just another Tesla hype man . Full of BS.

  • @lunatik9696
    @lunatik9696 22 дня назад

    EVs don't need tax subsidies, that is just an "incentive" program which is no longer needed.
    EVs compete at similar or less cost of equivalent ICE products, EVs win hands down.
    The issues are charging availability and infrastructure. Yes, expand the infrastructure.
    However, apartments, and rentals generally speaking don't offer EV charging as an option.
    Incentivizing apartment owners to provide charging stations would be an exciting advancement in EV driving/ living.
    Maybe charge $$/ mo port rent + actual power used to provide a monitored charging port with secure account access.
    similar to charging stations. Should have at least 2 per 8 users. 8 ports stations for 40.

  • @robertmartens7839
    @robertmartens7839 22 дня назад

    robots for the battlefield? Sure let's do that.

  • @Gargamel-n-Rudmilla
    @Gargamel-n-Rudmilla 22 дня назад

    The best sectors to deloy himaniod bot will be waste collection ( commercial, industrial, military, residential) be that on land and or in the sea and our rivers. Also cycling of said waste for sorting out the waste material which can then be processed. The next will be cleaning, be that in commercial and industrial settings since they are the more dangerious environments.
    Also in the mining and tunelling industry and then the emergency services such as search and rescue, fire and even police and also in the military in defensive capacity only under some international treaty.

  • @FrunkensteinVonZipperneck
    @FrunkensteinVonZipperneck 22 дня назад

    16:40) “cost of accidents” is minimally correlated with car repair. BIG cost is Human Repair: medical; disability; lawsuits; $2Million payout for each death (and rising…)

  • @dougmanck4149
    @dougmanck4149 22 дня назад +1

    So how come Tesla shows a Model Y on their website that doesn't exist: 320 mile range with AWD? They need more honesty. Dump the default showing imagined estimated savings. Just show cash.

  • @jonmichaelgalindo
    @jonmichaelgalindo 22 дня назад

    I've been taking AG1 for about five months. Zero negative side effects. Since about two weeks into taking AG1, I have felt consistently awake, with steady, even energy throughout the day, with zero days of quasi-depression / "don't want to do anything" syndrome (words cannot express how amazed I am at this, but if you've never gone through it, I guess you don't get it). My productivity has stayed consistently high; I always feel like I have motivation to work on projects and hobbies; and, for what it's worth, it seems as though I have gotten cold-like symptoms less often and less severely than at any point in my life.
    It might just be one random youtube commenter's two cents, but personally, this has been worth every penny.

    • @Martin-se3ij
      @Martin-se3ij 22 дня назад

      How often would you previously get severe cold symptoms in a 5 month period?

    • @jonmichaelgalindo
      @jonmichaelgalindo 22 дня назад

      @@Martin-se3ij I get flu-like symptoms 4 to 5 times a year, or about every 2 to 3 months. I have since about middle school, I think. And I'm not really sure AG1 has helped, though I suspect it has. The non-depression thing is the really astounding change I've noticed.

  • @joebushnell143
    @joebushnell143 23 дня назад

    Wow!

  • @craigarnold1212
    @craigarnold1212 23 дня назад

    As long as it is known upfront that their is extra batteries onboard that can be accessed for a fee now or at a later date I think it is ok. Putting that information in post sale is not the best policy IMO. I do not think much of the new variant myself other than as a commuter/second car mostly due to the slower rate of charge. This option might be something an owner would do to add range to make the car more useful. Rather than buy a new car. I would probably opt for the all wheel drive and pay for the added range right off. Others might need more flexible options to make it. I'd rather buy a 2021-2 model S for the same money.

  • @stothAjs
    @stothAjs 22 дня назад

    taking away EV credit now would just be admitting all other US car companies have failed.

  • @Mrbfgray
    @Mrbfgray 23 дня назад +3

    Seba worth listening to, thnx for highlighting him.
    (should be trivial but find him hard to listen too, better to read or get 2nd hand, lol)

  • @incognitotorpedo42
    @incognitotorpedo42 22 дня назад

    The difference in EV subsidies versus oil and gas subsidies is not an order of magnitude. It's three orders of magnitude. Three orders of magnitude is a factor of 1000.

  • @charlesrovira5707
    @charlesrovira5707 23 дня назад +2

    @25:25 *Sandy* was on fire this time. I might quibble of the timing and scale of his frustration with _the _*_fools_* out there but he's fundamentally corrrect.

  • @braingrunt5499
    @braingrunt5499 22 дня назад

    Regarding paying to unlock software locked-range:
    While I can understand people being triggered by this, I think there's a chance that unlocking the range actually costs Tesla something that it's reasonable to compensate them for.
    But what could it possibly cost them to flip a switch in software?
    Future maintenance costs, perhaps. By under utilizing the battery they are hedged against degradation problems; but after unlocking the range they are no longer protected.

    • @TheEvilmooseofdoom
      @TheEvilmooseofdoom 21 день назад

      You can buy all the computer hardware you want, if you don't have software to drive it what use is it? It's been that way with anything powered by software for a very long time.

  • @castletown999
    @castletown999 23 дня назад +2

    I wonder why the robot was not using both hands? Double throughput right there. Come to think of it, why does it have only two hands?

    • @geirmyrvagnes8718
      @geirmyrvagnes8718 22 дня назад

      Why does a teenager load the dishwasher with one hand? See the potential, not the flaw. It has two hands because most people have two hands.

  • @TechnoMonkeyFarm
    @TechnoMonkeyFarm 23 дня назад +1

    It would make sense for bots to displace the most dangerous jobs first ie the battlefield. I don’t see AGI merging with autonomous robots being a risk to humanity whatsoever…

    • @TeslaBull25
      @TeslaBull25 23 дня назад

      Watch iRobot . The robots are built and taught off the same interface . I want their robots to succeed but also have to look at both sides. It is literally the exact same structure as I robot .

  • @keithnance4209
    @keithnance4209 22 дня назад

    Software locks are fine…they are designed to maintain competitive edge and only available to those that need/willing to pay for it.

  • @pdcweb
    @pdcweb 22 дня назад

    Teslabot doing Dishes = staff room cleanup or cafeteria worker...

  • @fruitgums
    @fruitgums 19 дней назад

    I don't like products like AG1 because excess amounts of Vitamins are stored in the body as calcium which are stones, I know this as I have an 11.2mm kidney stone that my specialist Doctor says is likely caused by the excessive amounts of Vitamins (his words) I have been prescribed when in fact the amounts are the recommended Dailey amounts. I was taking these prescribed Vitamins for ten whole years. I cannot wait for that thing to drop off, it may hurt some.

  • @CyberTankMan
    @CyberTankMan 22 дня назад +1

    👍

  • @EccentricaGallumbits
    @EccentricaGallumbits 22 дня назад

    18:40 The $7 trillion oil subsidy is FOUR orders of magnitude bigger than the $700 million ev subsidy, not one. That's 10,000 times bigger!

  • @michaelf.7172
    @michaelf.7172 22 дня назад

    I'll be interested to hear what folks have to allow about Mr. Seba's prediction regarding the robots. I haven't perused the whole post, but I don't think he offered a solution to the disruption of the human labor force. But, it won't just be the human labor force, it will also be the manufacturers. Once all the human beings are laid off in favor of the robots, no one will have any money to purchase the goods and services the robots are now providing. Even if the costs start coming way down. If folks don't have a job, they're not going to purchase anything beyond the necessities of life. And, more than likely, they'll be getting angry and desperate, and quickly. I agree, a lot of thought needs to be given BEFORE the deployment of the robots as to how humanity is going to be enabled to survive the disruption without violence. If robots take all the people's jobs suddenly... exponentially... I think you're going to see human beings taking clubs to the robots. And, I'm afraid, also to the people who deployed them. I don't have a clue what to do. I only work for a living. I'd really like to hear some good ideas from the smart folks.
    That being said, I'm getting old, and I'm somewhat frail. I would welcome the assistance of one of these robots, just in basic mobility, and household tasks. I guess we'll see how it goes. I can't afford a Tesla car. Maybe the bots will be less expensive. I don't know why a robot couldn't be trained to drive me around in my existing vehicle. Just a thought.

    • @TheEvilmooseofdoom
      @TheEvilmooseofdoom 21 день назад

      There is no 'solution'. We don't know exactly how it will unfold, we just have to be ready to change as it does. People want crystal ball foresight AND solutions. That's a fantasy and nothing more.

  • @NealFoxworthy
    @NealFoxworthy 22 дня назад

    Dillon have you read "The Innovator's Dilemma" by Clayton M. Christensen? While dated is a good explanation bottom up disruption.

  • @sparkysho-ze7nm
    @sparkysho-ze7nm 19 дней назад

    @ 2 8 : 3 0. Does ur vehicle say “ NOT A MODEL Y? “ On th side or it … increase th GUD not FUD

  • @ephorntube
    @ephorntube 22 дня назад

    Humanoid bots will benefit the employer but hurt the employee. Wealth gap increases. UBI will counteract deflation.

  • @evinvestfuture7440
    @evinvestfuture7440 22 дня назад

    Took AG1 for a year, ironically in that year I had the worst allergies and sinus issues, almost died from the flu, and generally felt meh... or maybe there is no irony. That AG1 money can be spent buying healthy fruit and vegetables. But I guess that wouldn't mean sponsor deals right.

  • @scottmcshannon6821
    @scottmcshannon6821 22 дня назад

    wall street has rewarded every company that cut staff EXCEPT tesla.

  • @johnhanna5879
    @johnhanna5879 23 дня назад

    Assuming the correctness of the numbers we're comparing at 19:00, 7T is 4 O.O.M. greater than 700M.