Tesla’s Perfect Storm
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- Опубликовано: 13 май 2024
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TIMESTAMPS
0:00 Rumors: New Tesla Model 3 & Y Coming
4:41 Answering Top Investor Tesla Questions
4:56 What is the status of the 4680?
5:21 What is the status of Optimus? When is Optimus mass production?
10:15 Tesla’s Path to Unsupervised FSD in the US
13:33 When Will Tesla Robotaxi Produce Revenue?
14:07 Tesla’s Next Generation Vehicle: Progress
14:21 FSD Transfers (until autonomy is solved)
14:59 FSD Licensing
16:16 First Paid Tesla Robotaxi Trip: Wisdom of the Crowd
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In this video, Tesla’s Perfect Storm…
Tags: #Tesla #TSLA #FSD #ElonMusk #TeslaStock #TSLA #TeslaBot #Optimus #Engineering
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As always, in this video I'm just sharing my thinking process and my reasoning. Keep using your own brain. Don't be a sheep. 🐑
I love you all,
Steven
p.s. Share your thoughts below. I love to read the comments!
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Make a video showing people how to vote their shares. A lot of people do not know how to vote. The vote will be critical.
Steven, another clue dropped yesterday in Joe Tegtmeyer's video. Tesla is laying *concrete* drainage pipes in the west warehouse-on-wheels (current) parking lot at the west end of the new tunnel. Tesla has only used concrete pipe under factory buildings, corrugated galvanized steel pipe has always been used under roads and parking lots. It will be VERY interesting to see where the east end of TBC tunnel comes up. If it's *inside* the new south extension it makes the following future scenario almost certain.
New south extension: For Optimus mass production.
New building at west end of tunnel: For Optimus final charging, inventorying, loading of appropriate neural network instance for jobs to be done for customers, shipping.
Tunnel between them: For Optimi to autonomously and securely walk themselves from production to inventory/shipping.
Finish solar farm on roof of main factory: In combination with Megapack BESS, cover production, charging MY, CT, Optimi, FCAS income and being "good neighbor". Massive new conduit laying from substation & BESS to main factory probably related.
With Unboxed process, simple (if designed for it) to switch configuration via different Front, Rear, Left, Right, Top, or Bottom modules or combination of those modules. Demand for Driven M2 will be astronomical, better to start with Robotaxi to not Osborne MY & M3. Build up production capacity with Robotaxi worldwide before Driven M2 introduction. Recent massive purchase of 2170? cells hints at Optimus ramp coming up.
Sequence:
Continue ramping CT.
Start producing Optimi for internal use/debugging (may already be happening, out of sight).
Finish TBC tunnel and build new Optimus Inventory/Charging/Shipping building.
Finish and fit out South Extension for Optimus production.
Start producing Optimi for N. American use.
Duplicate M2 and Optimus production capability at Giga-Mexico, Giga-Shanghai, Giga-Berlin, then Giga-India. Robotaxi vs Driven ratio adjusted per individual market needs.
Sound reasonable?
Honest question Steven, what would you do if Elon loses the compensation vote and steps down as CEO?
@@cellocraze They still have the Appeal as Plan B.
@@hillmans69Megapacktories? That's the real bottleneck & margins bust out. The tipoff will be accelerating deployments of Mega Peaker Plants. Meanwhile, Great time for a buy back, using unallocated reserves, if only to bank cash to fund future projects/expansions. By YE, expect fleet Teslas to autonomously pick you up, after your agree, on app, to supervise. After drop off, it goes to the next fare, stopping to charge, be cleaned, etc., as needed. Next same for RTs!
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.
@MelissaRichards-zz3bd Please can you leave the information of your investment advisor here? I'm in dire need of one.
@MelissaRichards-zz3bd Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.
Pick wisely (tsla), don't Exit
Tesla's stock is stuck in a debilitating downtrend and looks just attractive for a long-term investment once the short-term volatility and smoke settle. Right now i'd just like to appreciate short-term opportunities that could fetch $500,000 or less..
If you need advice on short-term investments, consider speaking with a financial advisor. They have a lot more knowledge and expertise in this area.
I agree with you mate, I have found it takes someone who is very familiar with the market to make such good picks. so i reached out to one that appeared on CNBC news in 2020.
I have not written this sort of comment before but from the your comment, I knew that you have good understanding of investing, How can one reach this advisor of yours?
She goes by ‘Jill Marie Carroll’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I'm almost 72 I just hope I live long enough to reap the benefits. Damn right I will
2 years you will be golden. 5 to 10x in 5 years
@@salty_berserker_channel Perfect to die rich.
Eternity prepared by GODS grace
At 72 why are you risking money on this sort of stuff?
You will live to be 100. Make sure to spend everything!
Came for the Kool Aid and definitely did not disappoint 😂
Exactly! At least a few people are waking up.
Let me recommend the still-relevant 1841 book, "Extraordinary Popular Delusions and the Madness of Crowds".
Men go mad in herds, but they come to their senses slowly and one by one.
Keep dipping so I can buy more.
I'm in the same boat. I know it's very uncertain but ive been asking where the price bottom will be and curious to hear your thoughts. I think it will hover around current prices but may likely trend down a bit lower before going back up. I currently have my daily buy in amount ratioed for the bottom to be $122 right . I based this on the previous lows and price models and feel this is a very balanced estimate. I've heard everything from $47 to $135.
@@dyneslair3158I’ve been having the problem of thinking “No way people would be dumb enough to sell at these prices! Surely this is the bottom!” But then Tesla releases some good news, and the stock obviously drops further lol
@@dyneslair3158pretty sure there will be a panic dip MAYBE to $95 with earnings. But it may be after hours only, or quickly bounce back after open.
Buy at $43
That’s what people like you said 1, 2, and 3 years ago
I'd love to see an AI-trained Optimus that emulates Elon running the meeting.
Damn, Stephen, the idea of remote human operator/trainer for Optimus in my home or garden is a perfect fit. Not just the training and operation, either -- a remote human operator with appropriate experience and equipment could also be a healthcare monitor able to call 911 in case of witnessing a human falling, stroke, heart attack, etc. Extra service points for assuring that meals are consumed, quantities of fluids are drunk, medications are swallowed, etc. So. Many. Possibilities.
You might want to flesh that out and put it where the Optimus team can pick it up and compare with other, similar plans. I could imagine the Optimus only needing a human operator for some, but not all tasks. Hence, human operator hours would be billed separately from Optimus unmonitored hours. It should also be possible to deliberately schedule a human monitor for healthcare purposes during specific hours when only the person needing observation is present in the home with the Optimus. And so many more . . . for instance, when Optimus is working in my garden can I have a human with great gardening skills provide a certain number of hours for training/professional skills applications and then when they are done, have the Optimus provide additional general labor with no human operator for several more hours?
Great comment, paints a picture of what could be. 👌👏
Imho the price has decoupled from reality of their success. Politics at play. And theres a huge machine outside of tesla artificially driving the price down and making investors fearful.
I think that you're talking about reality and the fact that the share price was so high due to the normal hopium and boom/bust mentality that exists so much these days.
I think it’s punishment for X and free speech. Anyone who doesn’t think that is naive as heck. He’s going against the machine that wants the total opposite.
all you gotta do is wait out the current administration...our government has had ties (with automakers) for over 100 years its a cash out the next 3-5 years before they allow the new progression.
Or hes refering to all the negative social media videos and stories that feel like someone has paid for to put further pressure on the stock. I have a feeling we could just look at who holds the largest short position on the company...
@@johnwoodcock7354
"Oldbloke" is trolling again. Take no notice.
I don't want to catch ol' Optimus rifling through my wife's underwear drawer. I'll pass on remote control, lol.
Best thing when you wake up ❤
Morning wood is Best
I love how fluidly Steven has incorporated "San Franshitsco" into his vocabulary.
And CNBS
And DOOMBERG etc etc 😅
Hilarious. 🙄
Yehehe
Problem is I find myself using those terms as well. Dim Chanos, Gordon the clown Johnson, Commifornia, etc! 🤣🤣🤣
Which is weird because in Australia we call it SanFranShitShow
22:39 everytime I hear it...I swear I swear S says "Living in my Bum's basement" 😂
I have been driving FSD every day in our 2021 MY since i got the free month. For every minor disconnect or mistake there I am seeing 10 times more wow that an incredible move made perfectly. I have got to the point where I don’t want to drive myself. While I am paying attention as required I am entertained by the way it is driving with no input from me. I WILL be subscribing. It appears to drive as if it think better than a human driver. Example: the way it dealsn with lights changing to amber, sometimes it stops and other times it hesitates then carries on, safely. As stated 12.3 12.4 etc will be along very quickly.
Will the 'robotaxis' replace the human driven Teslas in the Las Vegas tunnel?
Perhaps this will be the first application as there is no other traffic and only one way?
The fact that they haven't says all you need to know about the current stage of "robotaxis."
@@TheSpartan3669 how long before you think it'll work in the tunnel?
IMO the van is going to be modular as well.
I’m back while listening to Q1 Call… holy shit! Optimus working at factory later this year and being sold externally later next year!!!
Damn man I love the way your mind works and how you are able to put the pieces of the puzzle together. I never thought of optimus being remote operated like FSD Supervised before Unsupervised is rolled out! Genius man! Everyone is crying, I am also still buying. Cant want for this pop and I can say GFYS
I'm predicting that on 4/23 Tesla will refer all FSD/Robotaxi questions to the 8/8 presentation
And the stock will bob $100-$110 all summer long until then.
@@Mpr47276 I live in my parents basement, and I put every spare cent into Tesla, specially when it dips the way it is right now.
@@Mpr47276 do you think $100 will be the bottom for this stock? Or will it keep dipping more after that?
HAHAHAHAHAHAHAHAHAHAHAHAHAHAHA
Have noticed that you've applied "the best bleep is no bleep" in videos now. Imagine that's increased production efficiency 😊
It might be a good idea to start with the robot taxi to ramp up the production of the 25k form factor.
The demand will be so huge that you NEED to be able to produce a lot at the release date.
Model Y and Model 3 will be 48V. Allowing steer by wire. Allowing any car that rolls off the Y or 3 line to either have a steering wheel and pedals OR not. You won't have to make a dedicated car for robotaxi. Same will be true for compact/van.
This is the first time I have seen 90% relevant questions for which the answer can't be found by reading a few releases from Tesla.
Great channel and good support to Tesla management HQ IMO earnings and revenue growth is better stroking Tesla ego evey day
Sorry quick question. Anyone know of a good brokerage firm in Australia that I can transfer my TSLA shares to so I can participate in the vote?
What they should've done was release a car simillar to the hyundai Accent hachback 2 doors or 4 doors. A small city car that is more affordable, 400km-500km range. Their cars a sweet, but the price is making it hard to keep a linear climb in profit. Add a segment market and increase product demande.
Oooo cant wait for this earnings call and im not long/short tesla. This may be the most important conference call in Tesla's history.
10:20 Leave it to the media and institutions to ask _"how should we think"_ over and over. Incredible how lazy these so-called analysts can be.
Great time for a buy back, using unallocated reserves, if only to bank cash to fund future projects/expansions. By YE, expect fleet Teslas to autonomously pick you up, after your agree, on app, to supervise. After drop off, it goes to the next fare, stopping to charge, be cleaned, etc., as needed. Next go RTs!
So far with FSD you would have blood in your hands if you approve it. So far its an ok assistant, nothing more. Have driven well over 1000 miles on it.
3000 miles on it ruclips.net/video/MqzNdDPxQ9Q/видео.htmlsi=kenxpXOsY6YEqAEY
It's "on your hands", not "in your hands", and nobody is saying that it's ready for approval. Anyway, the car won't be built for at least 18 months.
@@darylfoster7944 in its current state FSD is at least 3 years away. That last 10% of any software takes huge amount of time to complete. Those millions of edge cases Elon mentions are no joke. Being able to validate them will be scary. Every mistake is a possible crash of a car.
I agree on the way robotaxi will likely play out. Not all states at the same time but bit like a life-saving virus
What is the better idea? Pay SMR through here for his price target models or use that to buy Tesla stock?
I think waymo have remote supervision and likely tesla will do that too
waymo cars cost $250,000 each, Tesla cost RETAIL price.
Waymo cars are geofenced and shut down if they wander outside their small perimeters
Waymo cars are autonomous, Tesla's are not.
my message was poorly written, SMR said robotaxi would have ppl in the taxi supervised in the beginning,i suggest they would supervise remotely
I agree that there will always be edge cases and so a means for Tesla to remotely help a robotaxi will be needed. It's just customer support for the service.
I did sell some of my Tesla stock when it was high because I needed the money , it was just coincidence that i needed it then lucky for me I have since bought back at a very lower rate now I’m down😅
Got to do what you gotta do. :)
I bought at the high and sold at 140. After holding since 2019.. it’s been so tiring sigh. Idk when I’ll get back in. Maybe the 25k model ramp
What site it is where we can ask investor questions and vote on those questions?
Robinhood
when booking a robo taxi you could select to be the supervisor and therefore you get free miles or something, like this they don't have to hire "supervisors"
Dedicated and humorous 👍
I like how whoever the fk wrote that article totally disregarded Franz's comment about the coming 25k car lol
Those in the know didn’t, the rest parroting the “Elon Bad” nonsense choose to ignore facts that don’t fit the narrative. How utterly Soviet of them….
Provide Uber drivers with free use of SFD, this could be the Robotaxi rollout.
Honest question Steven, what would you do if Elon loses the compensation vote and steps down as CEO??
all these years owning tesla stock and i still don't know how to access the q and a thingy
I have my TSLL calls loaded up and set to go off at 6.00 by Friday. What ya got?
48V Model Y Juniper? We can only hope.
I thought that had been ruled out. I'd consider that a total wild card.
What difference does it make for the customer?
@@user-ff3ib5oc4s Lighter, cheaper, more energy efficient and slightly longer range.
@@virtual-viking Lighter: How many pounds? I guess neglectable: < 20 lb
Cheaper: Very unlikely because 48 V parts have less scale so far.
More efficient: Also neglectable
Ergo range change would be a rounding error.
By the way Cybertruck does not use 48V exclusively. It's a mixture of different voltages.
@@user-ff3ib5oc4s The primary driver would be less energy lost to heat in the wires. Running the A/C on 12V has to consume a substantial amount of amperes.
TSLA will be a buy at $43
I think that the best way to get to domestic robots is to lease the bot to commercial laundromats. Basically the places I know they have these in the US not sure about other places where restaurants and other businesses have their towels and other cloth items washed.
Huge volume of all similar laundry restaurant towels, uniform clothes etc.
They can get hours of data and also wash and fold laundromats. My local spot charges $2 / pound now if they could cut that price they could have way more customers.
What if instead of one domestic robot doing your individual laundry it just makes laundromats autonomous. Like do I really want a huge washer and dryer that I use twice per week, not really... But I don't want to have to disrupt my life to take the laundry.
Self driving laundry truck pulls up, I put the bag in with everyone else in the neighborhood just like the way I would have laundry service at a hotel.
Self driving truck takes the laundry to the wash and fold 10 blocks away.
Robots unload the bags into the numbered washers wash the clothes and the re usable bag, fold the clothes, put them back in the bag and load the truck dropping them off back at my house just like my instacart order.
The Laundromat will be at least 4x as productive because there's no people leaving their clothes in while they go eat, smoke, etc. Nobody overloading the washers, no kids running around/ playing with the equipment.
I wonder if we'll see Optimus sabotage by employees thinking they're being replaced. Like when they threw clogs into machines when the world first industrialized.
Like chonklas? But clogs?
At current state Optimus is self sabotaging.
Are we concerned about this upcoming vote to reinstate Elon’s pay pkg and the implications if it isn’t? Might he leave or be far less motivated to see Tesla thrive if corrupt bureaucrats can just undermine him? Thoughts?
So Tesla's AI stands for Actual Indian if Optimus and Robotaxi need to be remote controlled.
Exactly. Unboxed (=Modular) manufacturing by itself means multiple models on it, robotaxies and 25k car and otherwise ...
Vans maybe a light truck.
@@Barskor1Vans are for sure but expect it using CT platform…. Besides the little CT offshoot a heavy duty van from it makes perfect sense.
I've been saying 2030 since I've been involved and invested in tesla and I still believe 2030 will be when fsd will be solved
No bots!
Tesla could produce the robotaxi software ASAP and launch fairly easily in San Francisco or Phoenix. Two cities that already have waymo and experience with them. They can remote control the car for the supervision. Don't see why you wouldn't rush to start in those two cities.
Is your price target still around 3k 2030? 😬
By the end of this year, actually.
@@davidbrayshaw3529 😂😂
@@shannonmtb 12-18 months at the latest.
"I swear, it's easy, we can do this today".
$3000 in 2024. Just look at the comments on here. I can’t believe there are that many dumb people who watch this mug
Thanks brother, did me solid! Going to try that
Doesn't Florida already have a law in place to allow autonomous vehicles without all the permits? Heard that the other day
Imagine remote controlling an Optimus bot with VR
No questions on Tesla insurance?!
current output of 4680 === 0.69 amps
😂
It doesn't matter, anyway. The 4680 was going to revolutionise Tesla, years ago. Now we've got optimus and our competitor's batteries, we don't mention the 4680, anymore.
@@davidbrayshaw3529 Before they announced optimus , the 4680 was all the hype and how it had massive "competitive advantage" , now CATL is destroying Tesla in batteries and no one talks about 4680 .
@@uoiuo I hope that you detected my sarcasm. The 4680 battery has turned out to be another stock pumping promise that is yet to be delivered.
And it is becoming increasingly difficult to detect a heart beat of the 4680 within the womb of Tesla, almost guaranteeing us of yet another still born Tesla "project". And nobody has blinked as much as one eye.
And what an admission, buying CATL's redundant plant and IP and contracting with BYD for supply of their batteries.
Yet still, no one blinked an eyelid.
And no one has stood aghast that Tesla's recall of the Cyber Truck is barely 4,000 vehicles. Tesla have built 4,000 vehicles in their "state of the art", "I know more about manufacturing than anyone" facilities in nearly six months. Wow! And let's not forget that a claim that order #240,000 has been delivered. (Unsubstantiated).
If you haven't got your money out by now, my sincerest sympathy to you, but you should have paid more attention at school.
4680 batteries were always discussed during earning calls. What evidences do you all have for comments. Stay healthy people
I agree and advocate the implementation of humanoid robots and the costs savings they will bring an employer but I have yet to hear anyone factor in the TAX on using a robot that will be replacing people. My point is how much net net cost savings will there actually be?
I agree that bots should at least be charged social security to prevent its collapse.
If bots are going to be doing virtually everything who’s going to be working? People need income to live on before receiving social security .
Is FSD being used by all Uber drivers
Until when is it always 10-15 years ??
Now at break even using dollar cost averaging 😳. As I am not selling, but buying it's all good. Model three could well be the new 25k car. As Tesla build costs come down and down. That would destroy everyone else.Tesla would have a serious problem building enough.
I saw the FUD of canceling cyber and the new compact causing stock go down
Robotaxis would do well as an "AIRPORT SHUTTLE." Call up a ride from your home, to the airport. Or call up a ride from the airport, to your home.
The base would be AT the airport(s). Lots of data gathered with each ride. 🤔
Have you considered the situation where elon is not in the equation before the bot and other big ideas become a reality?
I'm excited about new advertising strategy under Elon. The Tesla ads sucked big time, anyone from the Tesla community could do better.
isnt there posts going around elon is breaking down in tears cause sales are so bad? idk its just what im seeing on fake book.
😂
the fact the fad doesn't need directional code anymore will help optimus SO much! this base of neural network will literally make it childs play to code optimus
Remember that Elon was going all in on Robotaxi before and was convinced otherwise. If he had done that then it would have been a disaster as it wasn’t ready for full autonomy.
I’m not saying this is the same but Elon isn’t always right.
Lets hope that they ramp up Model 2 production until FSD is Robotaxi ready
Congrats on tying all your money up in the worst performing major stock in the market over the last 3 years. “Best risk adjusted stock” my ass.
Tesla has left Cybertruck customers in a strange place. Many of us own Teslas already, and we’ve been enjoying FSD. FSD is not transferable, and it’s currently mandatory on Cybertruck. We don’t know when we are getting Cybertruck. With so many unknowns, it’s easier to just wait and see, and buy nothing, even if buying FSD were tempting.
Now if Tesla said, if you’re a Cybertruck preorder, and you want to buy FAD for a current Tesla, you can roll that over to Cybertruck, and not be required to buy mandatory FSD, if it’s still required at time of configuration.
I think Tesla may sell a lot of $8000 FSD packages. I’ll guarantee they would sell 1!
For bot, in the future there will be questions of dollar amount for your own worth...
I can only repeat it over and over again: Tesla's share price will only rise when earnings per share increase. All announcements about features, no matter how subtle, are of no help. The investor is not willing to spend money on good ideas. A good example of this was NVIDIA.
I like your command.
I've been saying the same thing for months, if not years. Wall Street has a 6-12 month time horizon, not five years.
Yep. Perfectly put. Earnings need to improve. Otherwise, the market will keep this down.
How can they increase earnings if they need to build and ramp several new giga factories to meet production targets which will eat into profits?
@@mattcarpenter6986 I believe that capex doesn't affect earnings
I’m an Uber driver in Naples FL. I’ve been using FSD in my Model 3 all month. The one major hurdle are gated communities. These gates present several problems.
I want to be assigned because I built my Ave. off market prices... By 5/3, I will pick my entry price and get paid to do so. Love America more than ever.
Ok
I'd like to see a Ford F150LX with Tesla software. I'm just saying 🤷. Regards
One day. In North America. Maybe. Big margin ?.
Patience.
Hey dude, your hat is on backwards.
Get ready to lose a lot of money this ernings report. 😂😂
🤡
🤡
Because taking something away is much more likely to lose in court
I fly aircraft that have real autopilots. They can takeoff and fly for 14 hours and navigate a route to a runway and then stop with auto brakes. These days it’s illegal to fly level at 29,000 feet are above. I just want to say that I fly as much as I can manually because I like it. I like to drive. As I like to drive my Tesla. I don’t have the patience to watch AI piddle around, trying to decide whether it can turn right or not. We have a performance model Tesla for the reason that we like to drive. The humans didn’t like to drive at all. There wouldn’t be any performance cars or sports cars in the world.
In the meantime, I’m losing big time with Tesla stock, and my bride is a bit miffed at my continual small purchases. It dips only to watch it plummet further into the abyss.
The last 1% is tougher than the first 99% with self driving - I know Elon has something to this effect.
Ford is the only US legacy company that gets it. I've had an f150 for 12 years. Best vehicle I've ever owned by far.
Ok you had a decent truck. How does this mean only ford gets it?
I don’t think the Optimus robot or Robotaxi will be fully capable anytime soon. 😏
What's your definition of "soon"?
@@darylfoster7944 5-10 years at best
Lots of robotic companies are comming out of the woodwork saying they have big contracts with X company 🤣
I personally think the US will only ever see the robotaxi and the sub 25k model may only be sold in China and Europe until regulators there catch up. Then again, if they can deploy robotaxis here in the US for years to come, why bother selling a low margin vehicle that’s gonna be utilized way less and will thus work against their own mission. The fastest way to accelerate the world’s transition to sustainable energy is to have as many cars as a possible in service for as many hours in the day as possible, not parked at Target and Walmart.
The next-generation Model is the most important product for the real future of the BEV's in the world!!!! And not the Robotaxi!!!
As Tesla is developing a system to cut production costs to half, how long until the cheapest Model 3 hits 25k?
I think that would require a radical redesign beyond scope of an update. Perhaps we will see a 😊new and reengineered sedan at some point. But perhaps by then, it will be better to focus on FSD and let the other car companies battle it out to put different overcoats on Tesla software.
@@markthomas7279 They have drive by wire, new assembly and much more that will eventually reach the existing models.
Robo taxi in the year 2084 is going to make a lot of Tesla long term holders rich.
😂🤣
With respect to your guess that the first robo taxis will be subervised by a human, how will a human be able to take over if there is now steering wheel or pedals.
Will @Tesla ever produce right hand drive model S and X again?
"Weigh less than one of your girlfriends do" 😂 like I've had any
If i had a dollar everytime you said it was the perfect storm...
Hey SMR, you do realise that Musk lowering car prices and forcing others to lower theirs has/will cause an appreciable drop in inflation... Let that sink in!
My solution to FSD Transfer I suggested on deaf ears Im sure maybe you can to Elon on behalf of all of us early adopters and investors into FSD at peak... is to offer free FSD transfer if price is at or below what you had paid, if price of FSD is higher you pay just the difference in cost. Incentive to purchase new vehicles, as I feel trapped to keep my Model Y even when refreshed Y is here due to this FSD cost and investment. It would be al ittle more accounting for Tesla to look up prebvious purchase price you paid but they could even add pressure to this incentive for people to purchase new vehicles by limiting to it to 5yrs from last vehicle purchase to allow transfers..
A robo taxi service will better serve a wider range of customers more so then a $25,000 car.
Depends what percentage of people are willing to permanently get rid of their own car.
@@darylfoster7944 you don’t need to get rid of your car to take a taxi 💀
My guess is Tesla robotaxis will hit the roads first in the state least likely to be dominated by politicians with Elon Bad Syndrome; a state likely to give Tesla a fair trial if an accident occurs. That rules out Delaware.
Gen 3 with driver controls vs Gen 3 without driver controls (RoboTaxi). Gen 3 will move forward but how likely will it have driver controls? What if Robotaxi’s path to profitability takes longer than a year, will Tesla produce Gen 3 vehicles with driver controls? That’s the question that’s being glossed over.
For me RoboTaxi to be financially break even cost per mile would have to be around $0.20 per mile. To give up my personal vehicles it would have to be a lot cheaper than that. So I am not as positive on RoboTaxi as SMR. But energy, robots and other AI ventures will have more impact than cars to Tesla in the long run.
Maybe Robots, not cars, should be the focus of Tesla. As the deca-Trillion opportunity before Tesla investors.