Tesla’s Success Depends on This.
HTML-код
- Опубликовано: 2 апр 2024
- Here's the full podcast: ruclips.net/user/liveOSiFka8R...
The Robots Are Coming www.farzadmesbahi.com/merch
FREE One Year Supply of Vitamin d3+k2 and 5 AG1 Travel Packs ➡ drinkAG1.com/farzad
Get fit! Mention FARZAD when asking for a quote for a custom-built nutrition and fitness plan: www.teamevolveperformance.com/
Join this channel to get access to perks:
/ @farzyness
Use my referral link to purchase a Tesla product ts.la/farzad69506
I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
If you like this content I would greatly appreciate your likes and shares!
www.farzadmesbahi.com
www.linkedin.com/in/farzadmesbahi
Twitter @farzyness
#Tesla #elonmusk #twitter #tsla #TeslaNews #TeslaFSD #TeslaFSDBeta #teslastockanalysis #TeslaUpdate #investing #ElonMuskNews #teslanews #EV #FSD #investing 
Наука
Here's the full podcast: ruclips.net/user/liveOSiFka8RL8g?si=DF-u8JMOzVEuPyYX
just buy and come back in 5 years
One of the smartest comments I’ve ever seen on RUclips. It’s unbelievable to me people don’t have this mindset, I was beginning to think it was just me
i started buying 4 years ago, so are you saying in one year i will have my lost 60% back?.....now i'm excited
@@jolive3743 It’s actually very possible, judging from how fluctuating Tesla stock is. If there is a significant upside in a year, going up 50% is very normal for this stock.
That ain’t investing
@@pjitiwongyou do know it has a lot further to fall before it goes to 10 trillion, right? There's a disastrous quarter ahead
I got the complementary FSD upgrade last weekend, used it around Dallas city streets and highways, also used it on a round trip from Dallas to Georgetown (375 mi) on my 2023 Model Y LR (Austin-built). Overall, V12 was impressive, but not perfect. I did have to intervene a couple of times (one time was pretty egregious when the red steering wheel displayed on my car's monitor demanding I take control immediately at night because the cabin camera was covered up (it wasn't, and neither were my eyes covered up). For personal/convenience use, $12K or $199/mo is way too expensive IMO, even if the software was perfect and could drive better than me (currently, it can't). Maybe a commercial/robotaxi use case could possibly justify that price.
How to monetize FSD options:
1/. Charge $12,000 per car and accept a 10% take rate
2/. Charge $200 per month and have a 15% take rate when the free trial runs out
3/. Add $2,000 to the price of all cars and include FSD 100% take rate but this may reduce sales by 5%
4/. Include FSD at no price increase then charge by the mile for FSD-driven trips. It will increase sales by 5 or 10% due to added capabilities and will produce a revenue stream for the car's life.
Agreed, also Tesla insurance that discounts your insurance whenever using FSD, by the mile...
That’s interesting… is kinda weird since… it’s your car but your paying for your ride anyway? But it’s because is driving for you kinda cool
5/. Charge $2,000 for EAP, and $5,000 for FSD to increase take rate.
6/. Charge lower price, usable per all the cars in the same Tesla account. (or limit only 1 can use it at a time like how Netflix limits concurrent views).
Option 4 is the best, like Amazon and Microsoft AI servcies
Yes, we need to see monetization on a material level before it will affect price.
Nah, market needs hype
"unless you have a Honda S2000 or a Ferrari 458 or an old school Porsche 911 stick..."
True car guy. Yes yes and yes.
What if they give customer hope with FSD? Rent to own?
One more giga factory is needed here in the US. One on the west coast one central and one on the east coast. That increases production and minimizes transportation costs and delivery times.
Last on the list.
ya its sales are crashing. another plant will make the problem worse
They're building a giga Mexico to import per NAFTA like all car manufacturers have done.
When Tesla semi is ready and mass produced transportation cost will be so low that cost won’t factor in. Not worth making a factory when Texas is still expandable :)
Question for Jeff.
What consideration should we give to Tesla Automation (formally Grohmann) building the machine that builds the machine that builds the machine?
.
This must be a huge advantage onnce you get a production line for building modular factories rolling?
.
How will this figure in both the cost of the factory and the balance sheet of Tesla.
.
Oh!
Where will this place Tesla Automation in the German industrial landscape?
.
They must be increasing [or planning to increase] output by an order of magnitude?
For the first time the new model 3 (RWD) has shown up this morning in inventory in Colorado. Not a good sign for demand.
Dafuq?
This exactly what I have been thinking. With FSD Tesla is going to keep at least the value of the car for several years, when Robotaxi comes out the value of the Tesla cars are going to raise up by time, just watch. People will want Tesla cars when they realise that the car is going to be money printing machine.
Depends. Bought M3 in 2019 at 60.000+ , value right now: 20.000. So I will not sell and not buy a new Tesla.
how is robotaxi even legal?
Everyone PANICS WHEN A STOCK TRADES SIDEWAYS FOR SEVERAL QUARTERS 😂😂😂😂 BUT GET PISSED OFF WHEN TESLA DOES THE UNTHINKABLE AND STOCK TAKES OFF AGAIN 🤣🤣🤣
No catalyst for that to happen in the face of falling demand. Tesla compact isn’t coming till 2026.
That’s a big opportunity cost when other stocks are performing well
When do I get my free trial of FSD I have a 22 Y
Maybe you four guys should do the next earnings call. :)
My guess is that less than 10% will purchase FSD in the next year. But, there is no waste from oversupply.
July 2020 Y with FSD. Awesome blossom.
Farzab, people keep going on about hw3, hw3 is way ahead of the game and even today is still ahead of the game. As james Douma said, it is NOT the hardware that may be an issue but software can be refined to run much much faster. So we don't need to focus on hw3 at all as its more than capable of running fsd.
Deliveries were low due to excess old stock and lack of highland model 3s. Nobody wants an old model when a new model is out. Another factor is Model Y buyers are now waiting for the new juniper model rather than buying an old model. These are some of the reasons Tesla rarely updates their car models.
45k deliveries?
.
1 week production at Berlin? (6000?)
1-2 weeks at Shanghai?
5 ships taking the long route with... 4,000 cars each?
Transition at Fremont???
.
It's not really much of a stretch?
@rogerstarkey5390 around 12000 Teslas are delivered to Australia from Shanghai each quarter and I know for a fact one of the ships was rejected at Australian customs due to bug infestation and had to be turned back to China without unloading.
The fire at Berlin knocking out the power caused a halt in production for a number of days, and even though production was up worldwide, there may have been delays for European deliveries due to the fire. Tesla also jacked up the price of the Highland by $3k compared to previous rear wheel drive. Mortgage stress and inflation/cost of living etc all the factors mentioned contribute to the low delivery number.
Competition is real and now we have BYD Seal, Dolphin, MG4 all at lower prices that Tesla.
FSD is Tesla's wild card, but they need to have a system that's better than human, but although good v12 is nowhere near as good as a human, a human can go years driving without "intervention" (would be crash)
@@rogerstarkey5390 it all adds up
How come I still don't have fsd trial yet
Same here. I guess the roll out takes time or Tesla likes some customers better than others. I guess we should be careful about our criticisms around their products that have active microphones and camera and employees (AI) that monitor this data?
How much are new Tesla sales down because used Teslas are lower in price?
Thinking that the low prices used Tesla cars puts them into the hands of buyers who can't afford new ones. Much more than cannibalizing new Tesla sales.
FSD is simply not ready and current pricing is crazy. Then huge liability risk makes it open for huge legal claims, so a wet dream. Just concentrate on bots
The value of one robotaxi is $800,000. Definitely should shelve it for sure.
only if the supply of robotaxis are carefully limited. If there were enough robotaxis to handle rush hour, morning and afternoon, most robotaxis would be idle the rest of the day. It is similar to fast food, during meal times they are busy and mostly idle in between. Those estimates of value for robotaxi always assume rush hour demand 24/7 and it is simply not going to happen.@@justohird5685
sure what city will allow this @@justohird5685
Two weeks
I am glad Tesla exists and gave the car market a kick up the rear end. That said, what if Tesla is completing for the maximum EV addressable market that is only 30% global car sales in the medium term, 5-10 years? Lots of fierce competition in EV dominated markets like China. In addition, FSD has to deliver very soon for Tesla to justify its current market cap value. At present, there are a myriad of Tesla’s legal disclaimers and caveats about using FSD. Manual intervention is still required and certain countries with high safety standards may not allow the functionality or only in certain situations, for example, clearly marked freeways.
Yeah, if this happened, and that happened, then some day it might be really cool. Meanwhile, other companies are booking rides in actual driverless cars.
I'm surprised they haven't started charging for autopilot
Holy frames on those glasses.
What I can read reactions from users - for abilities that FSD offers, its way too expensive! Its not FSD as its named, its ASD (assisted) or SSD (supervised).
When my son was born I named him Robert. I had to resist many family efforts to call him bobby or robbie or other kid type of names because I knew in a couple of short decades he would be living in a professional adult world where he currently is. He matured into his name. FSD needs to mature into FSD but Tesla/Musk refuses to give its immature software any name reflecting its current performance other than something hyphenated and/or with asterisks.
@@ricinro but did you buy a car to your 1 year old kid? I suppose not. When he was 5? Also not. So you spent money on car when he was able to drive, right?
Excellent take. I see Tesla as two parts: Automobile manufacturing and everything else. Seems like the market values it on Auto only. Faster they can launch next gen, the better for that. Everything else will be what history marvels at.
The bird in the hand today is mostly auto with some energy, tax credits etc. in the margins. The market is learning to value Tesla for what it is, not what it promised years ago and failed to deliver.
Nvidia and its partners will leapfrog Telsa with AI robot.... NVIDIA's latest chip, Orin, is the brain of the Hyperion 9 self-driving system, which is expected to arrive in 2026.
Tesla also needs to put a real rain sensor back in. Current vision system "auto" is junk.
I think FSD version 12 is a big improvement but still not ready for a self driving car. Still at least 3 or more years away to have self driving cars as far as I'm concerned. Unless Ai somehow improves it by leaps and bounds in the next year. I have been using it for about 5 days now and it still needs lots of help, it keeps trying to drive on bike lanes and painted road surfaces that are not supposed to be driven on. It is a great feature to have I think if you pay attention, but definitely not worth a $12k price or a $199/month subscription. I do believe that if Tesla sells it for $99 as a driving assistance feature they can make a lot of money with it as it is, but it seems obvious for whatever reason Musk doesn't want to do that.
I've been driving with autopilot for two weeks now. If it cost money, I wouldn't use it... The glitches are too annoying. I wonder when FSD will get to a point where it's frictionless. It took video calls 20 years.
High interest rate, every car company has sales down, not just Tesla
...and BYD's, the "Tesla Killer", were down even more!
you think interest rates are high now, with federal debt-to-gdp at 122%, wait till it's 200% in 2030 😂
Congress has zero incentive to cut spending, cause that would be 'waycist', and every incentive to double/triple spending. Voters are irrelevant. Only special interests, donors, and oligarchs matter
I’m heavily invested in Tesla. My question regarding FSD is in the actual capitalization of it. Consider every innovation in the auto industry ever. When the automatic transmission was marketed by GM in 1939 it was revolutionary and has become the standard. Despite the disruption, did it truly increase market cap over its competitors. Same with automatic windows and climate control. These were all revolutionary but became industry standard and were absorbed into overall cost. Can you envision a world where FSD is industry standard, possibly even mandated, but just becomes baked into overall purchase price of every vehicle and thus contingent on price parity and consumer tolerance. Tesla may disrupt itself despite the potential for Robotaxis. This is my personal bear thesis.
Mandated FSD means human driving is outlawed. From a overall safety/property damage POV this is great and should put most auto insurance companies out of business. Those savings would pay for FSD if it was less expensive than insurance.
In my bull case Tesla becomes a $40T company. My realistic case is $540/share in 2030 which is a great return.
@@benjiwork4795 Tesla is going back to $100 if it misses another quarter or two on deliveries on overall EV sales slow down. It needs to bring out Highland Model Y refresh to save itself. China economy is bad and with fierce Chinese competitors it's not looking goof for its China delivery.
@@Trust_but_Verify I see Shanghai being a net exporter due to the crashing Chinese economy. Although it’s the second largest car market there are still many areas that are under saturated. I don’t think the next year and a half look good for the stock. Mexico and/or Austin need to start producing the $25k vehicle or FSD needs to make a significant contribution to the financials for there to be any meaningful contribution to the upside. That won’t happen IMO until regulators chime in. Not sure about $100/share, but I’d definitely be buying there. I think we will see steady growth from energy, but they have to walk a fine line and not cannibalize their other projects for battery resources. Tough spot, but strong balance sheet, deep bench of talent, and clear technological lead and margins. I’m not selling…waiting for my moment to increase my position.
Hopefully they reveal the $25k prototype soon. That and continued/targeted FUD bashing/educational videos.
Not convinced that FSD is ever going to be useful to non-early-adopters without full autonomy. I'd be ecstatic to be proven wrong!
It'll never be achieve autonomy without a radar for dense fog / smoke.
Bro….. i have a pristine low-mileage ‘99 Celica convertible….. will IT go up in value-???? 😎😎😎😎
No, but if you had MR2, S2000, RX7, NSX, etc. Then yes
Tesla needs to get messaging out there via marketing. 90% of people don't GET all the advantages of a Tesla unless they are taught. FSD is incredible, but most people can't fathom it and won't think its possible even if they see it. This just isn't realistic for most. They need to GET what a Tesla means for their life. In the meantime, a $25K Tesla is really the game changer to bring a lot more people into EVs.
Finally, the worst part a ton of negative press with charging challenges, fires, cold weather issues, and even POLLUTION being far far greater with the tire wear, etc. that even blows my mind when I read it! The press dramatically overreacts to everything EV and massively exaggerates despite EV owners loving EVs.
It feels weird that even GREEN people are turning on EVS with the tire wear pollution stories!
I don't think that a significant number of people can or will shell out 12k for FSD.
$ 120 this year.
$ 100 next year.
Tesla is now a forward PE 55 which is crazy ridiculously high.
Lol
The severe level of scrutiny and skepticism Tesla receives is self-actuating. Look at any company with this microscope -- say GM or Ford -- and results would be withering. Step back and take a long-term perspective... and a deep breath. It's going to be fine.
"Self actuating"?
FSD is not yet good enough. It appears to be rapidly improving, however it may still need to improve significantly before it reaches an acceptable standard for all critical edge cases.
Have you used the newest version of FSD?
"Edge cases".
WHAT do you think the free trial is for?
.
(Clue... It's not about selling the product)
I think the free trial and mandatory delivery FSD training is intended for public awareness. If Tesla just needed "data" FSD could have been free.@@rogerstarkey5390
@@JW-fm2cy I have ridden in a coworker FSD v12 yesterday, and it clipped the construction cone when a plum of smoke/steak was released by a construction vehicle on the side while the Tesla is merging 2 lanes to one. Maybe it was blinded but it just kept on going straight and my coworker intervened (still clipped the cone). If no intervene then it would plow straight into the cone. I believe a radar system would have saved in this situation. I don't know how the vision only car is going to function without the radar in fog / forest fire smoke. It used to have radar to detect forward stopped vehicles. (or 2 vehicles ahead slowing down so Tesla slows ahead of a time, is this feature gone??)
@@rogerstarkey5390 Free trial is for people who never had free trial of FSD to experience v12.3 and capture would be buyers if it's good enough for them. $5k FSD would get more buyers.
And Tesla will profit!
I have been saying this since 2014.
I should have kept my S2000. My used Model 3 is more devaluated than anything else.
Just think about all the data they are getting when everyone tries it for a month. More data will make it even better quickly.
Yeah Sir Tesla made for victory and mountain success
Can some1 send pictures to tesla what rain looks like? so we can get our wipers working one day....
I loves these teslatube bulls speculating without any concrete facts
This is indeed what it has become.
Fact: Model Y was the largest selling vehicle
LOL if they had concrete facts it would not be speculation ! Maybe it would be insider trading.
Nothing but bullish speculation for the past 4 years while the stock continues to fall, yet these channels keep pumping out bullish hype.
@@jim97405 Nobody cares, if the stock is only going down.
$12K or $15K or whatever, is, imo a RIP OFF for the average consumer. If someone is going to have a robotaxi then charge them the eye watering fee.
I think that price should be fleet price for companies etc but is very high for everyday consumers. :( people who payed that should be rewarded with supercharger credit , store credit, etc and it should be lowered.
How much do you think it cost to develop it?
They spent billions on compute alone to process data
@@paulmcgreevy3011You tell me and when you do could you please break down how much of this development cost is there because the technology was used in these projects: Optimus, SpaceX, Neuralink, The Boring Co., X, Solar City and XAI?
Robo Taxi - insurance premiums about go sky rocket. if we have squatters in houses, time to see squatters taking over robo taxis
You can't get in taxi without payment method on phone.
And car will continue to play nasty sound of you stay inside for too long
@@MrQuay03 what city will allow robot cars?
Robo taxi will deliver problem people to an appropriate destination.
@@socalsp3 yeah, that is a problem to be solved. Robotic is the future.
Okay everyone agree on long term goals, talking about Tesla everyday is nuts
@Christine_perkins13 what is Tesla "innovation" shares? What's changing to reverse the downtrend of sales if Musk said no Highland in 2024.... maybe middle east crisis pushing oil price up would help renew EV interest.
Everyone should relax on FSD pricing. Tesla knows exactly what it is doing
You will be quite happy in the end.
World is shaped by make believe's.
Tesla needs to sort its priorities. Model2 production with Optimus Prime on the factory floors is one such thing. Instead of focusing on improving the current L3 FSD, should make a L5 RoboTaxi a reality. CT Can be transitioned to achieve this goal. Also, with Model2, they should unlock the redundant FSD cpu to work double duty to reward drivers for their safe driving, by reducing insurance costs to an industry low. This should make it a no brainer for any ICE owner to transition to EV, since they don't have to depend on their clunker vehicles for a low monthly premium anymore!. Just some 💭
Not thoughts.... Ramblings.
CT is not a "taxi" (unless you exclude large numbers who couldn't access the vehicle?)
.
Attributes for a taxi.
1) ACCESS,....Low, flat floor, large doors, (Ya'know, wheelchairs, etc?)
.
2) Minimal footprint compared to internal space.
(Essentially make it as close to "a box" as possible).
That's not the CT.
.
3) Manoeuvrability.
So a SHORT vehicle with 4vwherl steering, not a LONG vehicle....?
.
4) Economy. Cheap to build, purchase and run.... Really?
.
And at least 5 other things....
.
As for the rest?
Word salad.
@@rogerstarkey5390 As a Robotaxi CT has better appeal, since it has nothing much(may be drive by wire?) against other BEV pickup trucks, that most pickup buyers would happily cash out for.
Hobotaxis require fsd genius 😂 and the training data for fsd comes from individual owners
@@yourlogicalnightmare1014 FSD is already a genius🤯. How many times in the real life, a "true" self driving car happened in the past several decades?🤔 In its current form, it is a good L3 option. There is more than a million deployed already, with "zero" fatality🤞. By seperating the hueristics from training data model for the M3/MY, it should not be a big deal to create FSD model for CT. But CT will need much more in H/W to reach Robotaxi level L4/L5. It should not be that difficult to achieve, except for the ability to purchase one!. But it does not stop one from using it as a better ride hail option!.
"instead of focusing on improving the current level 3 fsd, they should make level 5 a reality"
😆
Yes, exactly. Why even make a level 3 at all. Just start at level 5 and be done with it 🤦♂️🥴
Jeff Lutz has the highest "sounds sane and down to Earth to looks sane and down to Earth" ratio ever recorded in human history - fact ✔
You need to get your fan boy glasses off. The only way what you are saying could be true is if they really achieve L5, which is very far from that now. Is Tesla ready to assume liability? I do not see that happening any time soon. If they were smart they would focus on getting to L4-5 (and assume liability) in Interstate Highways to start with. I would pay for that (not the $12K they are asking but something more like $5K perhaps).
People who are still judging FSD on V11 agree with you. The people watching, driving, V12 say the success will be foreshadowed by how rapidly improved updates come. It is too too early to tell. The factory people may know because they have been training it for some months. We don't.
@@danharold3087 I've tried V12 (Supervised) in my M3, it is impressive, taking into consideration that 20 years ago an autonomous car could not go for a mile, in a closed circuit, before crashing, but it has a long way to go before I would trust it with my life. It is jerky, it accelerates uncontrollably, it does not gradually slow down when traffic is slowing down ahead, it is very unreliable. It would be much simpler to make it first work in the Interstates (divide and conquer principle). I am sure the Tesla engineers would do that if it were not for crazy Musk that is pushing for a moonshot.
FSD/robotaxi is not ready until the regulatory agencies say it is. Its not up to Tesla and certainly not up to Tesla perma pumpers. Go ahead and keep believing that Tesla will one day just snap its fingers and L5 FSD/robotaxi gets turned on and instantly deployed to all vehicles on the road.
Tesla would do just that. Any problems would be settled in high profile class action legal cases. The question comes down to liability: who or what is responsible for the actions/damage of AI controlled technologies.
It would be nice if Elon Musk could charge less for FSD. He would sell more vehicles that way in overtime he could still make a profit. I remember what it first started. I think it was $4000 and now it’s 12. It would be nice if you can cut it a little bit more.
Tesla should advertise that their vehicles are the only ones with the hardware to run FSD.
Hardware is a relatively easy problem to solve but software would take something like 5 years to get to where Tesla is today…Tesla will be another leap ahead in five years
Imagine Tesla releases a ride sharing app and gives drivers fsd to do their job easier. It’s an incentive to join
he should've bought uber instead of twitter.
@@FactsAboutTheWorld. i dunno bout that either. Cause then they’d have to kick out non Tesla Uber drivers? And Uber technology is easily replicable
@@FactsAboutTheWorld.
You haven't figured out why he bought Tweety?
Farzaddy is yo daddy 🧔🏽♂️
Tesla success will be longer range and FSD.. FSD 12.3 isn’t all that impressive as for prime time. Is it improvement, yes .. we not there yet.
Problem is the range .. you can’t go far with it without charging , and even worse when you drives locally , it takes up more battery..
For those living at the condo , they constantly fighting for charging station or some station is too expensive to charge 40 or 55 cent per kWh .
They should really come out with 500 miles range and faster charging with 48v. With 32v every 10 % charging takes about one hour and 15 mins
Wrong on all counts.
If you can't charge conveniently at home or a place where you regularly park, charging inconvenience is is definitely a large drawback. For those in that circumstance, a regular hybrid is more attractive. If you have home charging and access to the Tesla supercharging network, range isn't really a problem unless you want to drive for long stretches at a time. I like like to take a break every couple of hours or so, and adding two hours of driving time takes about 20 minutes or so in my EV. This will get better over time. A 500 mile battery isn't necessary for most people, and that increases the cost of the car and the weight significantly.
@@wlmsears
If you live in an area where "you can't charge conveniently at home", that suggests "Urban".
.
Generally speaking, that would imply "lower mileage" use, either commuting, or for "social interaction" and "daily requirements" (socialising and shopping, etc)
.
Essentially "Going somewhere, to do something"
.
The distance you generally drive in such a case is matched by the importance, or more usually simply the time you expect the "visit" to last(?)
(You will generally not drive 50 miles each way to food shop?)
So the questions become.
1) What is my usual (return?) trip length?
.
2) Can I add sufficient *Slow* charge while at that destination to at least cover my trip there and hopefully my return? (A nett positive charge)
.
Example
Drive to.... The local Hypermarket.... Once each week?
How far?
15 mile round trip?
(We're talking "Urban" here)
.
Spend... $/£100 on food, etc?
Taking between 45-60 minutes?
.
The store has 11kW chargers.
They are free for 1 hour if you have the store loyalty card and spend a certain amount.
.
You plug in, shop, return.
Your car has gained 8kW in 45 minutes.... (You were fast this week!)
.
Your car averages better than 3 miles /kWh
(Note, a Tesla does 4+, so I'm being pessimistic)
.
You gained 8x3= 24 miles of charge.
Minus the 15 mile round trip.
Nett gain 9 miles.
.
Repeat on every journey.
Graze charging is sufficient for the Urban driver.
.
IF the "Urban driver" is taking a longer trip...... They are no longer "Urban" (!) and will use the DCFC system.
.
The "no charge at home" myth is..... A MYTH!
.
(I'll add that at an annual average of even 12,000 miles, that's ± 250 miles per week, (35 miles per day!) with NO Graze charging, you might need 1-2 30 minutes sessions of a fast charger)
This is just the latest iteration of goal post movement. FSD is unrecognisable compared to its first iterations. People think that the goal of FSD is human level but ultimately the real goal could be an order of magnitude safer or more than the avertdeiver. As for range, No one is driving 500 miles a day. How many people have a 250 mile commute? Essentially zero, or atleast the TAM for this type of consumer is zero.
Like it or not you will be only driving an EV.
@@staticgrass
💯 Your last remark.
.
You can't drive ICE if they don't build ICE.
.
and any company that keeps trying will be gone.
I think Elon Musk is fantastic, but he hast to be from another planet with all that knowledge
I’m on Tesla full self driving trial and it’s mind blowing. Seriously Tesla is years ahead of competition.
Amazing, yes, but is it useful?...
nice toy but is it practical
I would say you have to live it! I don’t even want to do school run without it! Of course there are a lot of reasons to have a Tesla besides FSD:Charge it at home all the time ( supercharger only for long trips) and the best in my personal opinion it doesn’t emit stinky odors.. list of advantages is huge…. electricity bill compared with fuel is a bargain…In future I’ll put it to work as robotaxi! sorry guys to be so enthusiastic but future will be amazing!
@@jvalvert have you tried another autonomous driving solution?
He who owns FSD will own the entire vehicle insurance market. I cannot imagine FSD not being bundled with insurance. And as crashes start disappearing, the FSD+insurance will be a 90% profit margin product.
Yes the actual need for insurance will be much diminished and if the gods smile on us FSD+Insurance would cost the same as we now pay for full coverage. I don't see it priced that way to start with.
@@danharold3087 For someone who the insurance companies have deemed to be "a bad driver", the FSD+insurance may very well be cheaper from the get go. And those are exactly the drivers we want to be early adopters of FSD.
@@virtual-viking Exactly. I expect people who do their own driving to pay more.
@@danharold3087 In the new normal, most people will pay about the same for FSD+insurance as they currently pay for just insurance. Accidents will be down by 90%, and Tesla will "collect" the value of those accidents that no longer happen. Meanwhile, drivers who can't or won't use FSD will pay a premium, at least until they're banned outright.
Still stuck on 11.4.9... why hasn't Tesla pushed this to everyone?
Fsd major problem is the cities where you would want to place them are democratic crime zones. Even if the robo taxi works they would be destroyed and nothing would happen to those who did it…
Long-term goals for Tesla? Easy to analyze:
1) The EV movement is dead - it never had more than "Early Adapters" to sell to, and they now say that 80% will never buy another EV.
2) Hybrid cars might make it - Toyota was right, and Elon was wrong with his childish "BEV or nothing" mentality.
3) FSD will never be certified by any US state for use on their highways. Elon never thought about how a police officer would look at a Tesla and see the driver sleeping, knowing FSD was in control and had nothing to worry about. Each state will want to certify FSD and Elon, but the nerds never thought how that could be done.
4) The Mad Max Cybertruck will shortly run out of customers who love "ugly." Stainless steel never needed to be used as the car's skin. 90% of Mad Max owners pay an additional $7,000 to wrap the ugly stainless steel in a color-that gets old real quick.
5) The 18-wheeler Tesla is dead. Nobody will install thousands of megawatt charging stations to make this thing large enough to work. The truck is too heavy, and instead of hauling cargo, it hauls lithium batteries around.
6) The Tesla Terminator robot creeps around like Joe Biden on a stage. It can't navigate around because it lacks LIDAR and the ability to recognize hundreds of objects around it to avoid. It will be 25 years before that software is ready. Then, humanoid robots will be banned since we can't hold a self-learning robot accountable for its actions.
Tesla is a walking-dead company headed by a guy with zero skills at running it.
As a Tesla and TSLA owner, I wait for the day when the Boy Wonder wanders off to show us how smart he is in another company.
.
Another huge problem is Elon becoming such a polarizing figure and alienating the core left leaning customers. I have dem friends that are now a little embarrassed to drive a Tesla.
Did you listen to his interviews directly or just repeat what the media told you?
yes listened to interviews. big Tsla holder and fan@@MrQuay03
Yeah this is a problem that's why I created a one-page document on why you should get a Tesla even if Elon behaves like an ass. People should read isaacson's biography. I'm not sure it goes deep enough into the sequelae of elon's childhood abuse, but it's pretty obvious Elon was badly abused by his dad and that has turned him into somebody who sees things in black and white terms with predictable polarization of every environment he's in
Agree !00% Until the Feds say it's level 5 or fully autonomous, it's still just a very nice parlor trick. When FSD 2024 gets to what was supposed to be released in 2020, FSD will have value beyond it's "getting better" is absolutely means less when viewed from the viewpoint of what Musk was selling and said would be on the road in 2020. Has anyone heard anything that might indicate the Feds are going to let FSD FULL SELL DRIVING on any road, in any town, in any State? How about robotesla? No, I didn't think so.
TEsla Succes depends on how they threat the customer how they are honest on ranges how they are honest on their range avg on their cars , they are not any good on a lot of things. they have just got lucky!
Farzad
The AI version of FSD only took 2 years for a complete rewrite. Google will provide the same tech that can be used on any car not just Tesla.
The don’t have the data that Tesla does. Google can’t do it.
@@danparish1344 Google the creator of maps for the entire world doesn't have what data?
Survey data reported by Reuters found that Tesla’s “consideration score” - a metric used by Caliber to track consumer interest in brands, based on how they respond to the prompt “I would buy, or continue buying, products and services from Tesla, if given the chance” - has fallen to 31 percent from its 70 percent high in November 2021, tumbling by 8 percent alone this January. Caliber’s consideration scores for rival EV-producing manufacturers Audi, BMW, and Mercedes, meanwhile, increased slightly during the same period, reaching between 44-47 percent.
A separate study from analytics firm CivicScience tracking Musk’s approval among US consumers found that 42 percent of respondents viewed him unfavorably, compared to 34 percent when his stake in Twitter was announced in April 2022. The Tesla CEO’s conduct has been repeatedly scrutinized since that point, with mounting controversies ranging from changing operations at X - the site formerly known as Twitter - to his frequent promotion of conspiracy theories and other harmful rhetoric.
Literally banking on a product that has yet to be fully commercialized is like playing Russian roulette. Tesla funds itself with car sales. Relying on 3/Y forv85% of revenue is uncomfortable with investors. Tesla has failed in broadening their portfolio with affordable other segment serving cars. Model "2" should have been released long ago. S, X, Cybertruck fulfill a market (100k vehicles) not big enough to move the needle. The Chinese auto players putting out new models every 6 months. Not everyone wants a 3 or Y. Tesla is risking too much on Elons dreams. A Co CEO structure where Elon focuses his vision and a business leader who looks after shareholder investments is better. If Tesla numbers continue to struggle the stock price will drop like a stone. Lastly Tesla was lauded fir their vertical integration. That is favorable as long as your growing. When sales decline the overhead will quickly eat up margin. FSD, Optimus, etc all funded by car sales. It's not rocket science.
Tesla’s success depends on them improving their quality control.
Out of 30 automakers, Tesla. Ranks 15th by Consumer Reports & J.D. Powers.
And the simps need to stop accepting & defending this.
B.S
@@rogerstarkey5390 🎣
These so called quality surveys by media is biased in favor of the car companies that subscribe, and buy their reports and pay for the right to announce that they were picked.
@@rogerstarkey5390 and here we have one 🎣
🎣
fsd will never be a significant source of income for Tessy from new car sales. Very few people will waste more than $50/mo for the obscenely unnecessary novelty of being driven by their car.
The only value fsd provides is for Hobotaxis.
Tessy stock won't go above $220 in 2024. Summer 2023 will have been the peak till well into 2025.
The other problem all of you completely ignore is the $34 trillion federal debt which is currently 123% of gdp and will easily be 200% of gdp in a few short years.
Congress will never stop or slow spending and govt growth. Voters are irrelevant.
There is a probability that L5 FSD that is fully insured by Tesla when in full control would greatly reduce the insurance costs for the owner. These savings could justify the cost of the software. As this software becomes mandated, and anti trust laws become applicable the costs will be reduced further. These changes will take years and many legal/political challenges to happen.
Perhaps if the CEO had not decided to go to war with the customers? This is far more significant than the tech.
Elon musk is a distraction used by the companies fighting to slow the switch away from fossil based energy. If Elon did not exist they would make up shite like they already do only w/o Elon.
I find it a hard pill to swallow when you are going to sell a $25,000 compact car, which will undoubtedly be the most popular car Tesla has ever sold. But, what will be the take rate when you try to sell the same people a $12,000 front charge or a $199 subscription a month? It's half of the cost of the car after incentives, or if you subscribe at the current price, then it would easily surpass the cost of the car over time. I understand the whole argument about robotaxis and that the cars will pay for themselves over time, but right now, over 90% of Tesla's revenue comes purely from selling cars. So, as an investor, am I just supposed to adopt a "trust me, bro" mentality that it will happen, while the current data does not support it? Don't get me wrong I think what Elon has done for Tesla from almost bankrupt to a trillion dollars company at its pick is incredible no doubt but that doesn't mean we should follow the man blindly
Ps. I believe EVS will be the future but I don't believe self-driving is, I think it will be a nice addition to those who can afford it and when going on long road trips but for your regular 9 to 5 commuters or the university students who will buy the $25 000 as their first evs or even their first Car I think asking them paying extra for 30 minutes commute is a stretch and I will be happily proving wrong
lets listen to clowns :D
You thing make fans for words tongethar, is not smill job
Because elon brok ooh fans for words, I don't sey en thing I Come next month ,then I help ooh fans words for Tesla, ,not proprem because every oné love me
Hallelujah!!!! The daily jesus devotional has been a huge part of my transformation, God is good 🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻was owning a loan of $47,000 to the bank for my son's brain surgery (David), Now I'm no longer in debt after I invested $12,000 and got my payout of m $270,500 every months,God bless Chloe Linda Henderson🇺🇸🇺🇸🇺🇸..
Hello how do you make such monthly ?? I'm a born Christian and sometimes I feel so down 🤦 of myself because of low finance but I still believe in God.
Think you need to stop calling Matt ugly farzad makes me so uncomfortable, you think you're funny but just comes across as mean now. Commenting on this newer video as I want you to see the comment
Other than that I like your stuff
fsd will NEVER be released. it will always be in beta because of the liability. the fact is camera's alone are incapable of driving even close to as well as a human can. if thats what you're buying stock depending on, well you're gonna lose your shirts.
Tesla is finished cause Nvidia will solve all the AI edge cases and offer platform to every auto maker to outdo Tesla in self driving….,bye bye greedy selfish elon
Please tell us how NVIDIA will solve all the edge cases?
Then tell us how Elon is greedy. Tesla and SpaceX are driving down the prices of their products.
I've never heard anything more foolish! 😂🤪
Do you even have a clue what Tesla is? What they produce?
🤣
@@StaticFreq wanna bet I know more than you on Tesla
Nvidia will solve the edge cases before Tesla because they are building a simulation of the entire world and simulation is a much safer way than using human guinea pigs like what Tesla is using. Nvidia computing power is leagues above Tesla….that is required to simulate the entire world…and Tesla will probably be sued for killing people using them as guinea pigs and it just takes one lawsuit where the jury awards billions against Tesla to completely upend FSD
Nvidia top of the line AI chips is 4x more powerful than previous year and they are now accelerating new release of their top of the line Ai chip to each year instead of every 2 years. That means in 10 years Nvidia top of the line AI chip will be 1 million times more computing power than the current chip. Then u can simulate just about everything from self driving to metaverse like in the movie ready player one.
Collapsed margins, increased competition, horrible resale values, expensive to repair, no real FSD, no autonomous robots or taxis, elon musk margin call imminent, swelling inventories and low demand. I can't even get through on minute of this video...
Tesla's competition is coming All over them self 😂
Wake me up when Legacy ICE automakers, make profit selling EV's 😂
Tesla Energy🔋 will be bigger than Tesla Auto after year 2030 😎
Margins? They have billions in FCF. demand will bounce back once interest rates come down. Car is a depreciating asset to begin with. Where’s the increased competition? From all these bankrupt EVs companies and legacy autos tech is too behind. And true competition actually makes the entire industry better and robust. Did the iPhone survive amongst competition? There’s more than enough TAM in the EV industry
Someone is a negative Nancy.....
Why buy a EV when you can get a hybrid? EV charging, range sucks. Worse in winter. So better range in all weather conditions, and then FSD at L5, this will be TSLA’s future. Energy and optimus too
The only EV to buy is Tesla. Their supercharger network makes it easy to charge. The range is plenty at over 260 miles, which you get every single day charging over night and at 80% battery.
😂omg 🤡… so. Many. Reasons. All the same reasons why I don’t buy ice. A hybrid is an ice car with a battery too small to be meaningful but large enough to destroy performance lol. Still getting gas at gas stations… still have things to fix and many moving parts. I mean…don’t u realize this? Also might I add, Norway everyone drives Tesla. Doesn’t seem to be an issue in the coldest place ever.
Read up on L.F.P. batteries and cold weather charging before speaking. You are clearly wrong.
Hybrids are actually worse than ICE cars in all respects.
Because you haven tried an EV, once you drive one, you’ll trade that Hybird very quickly!
Always changing the goal post. You have no integrity.
I wanted to watch this but to much commercial..sorry unsubbing..