21:10 ??? Farz ?? Some people don’t have money to Upgrade their Cars. We just want to know if the 40K$ we already took from our Retirement will be able to be an Investment.❤ya
I think when FSD takes you to the front of a hotel that is a good thing... If you want to get out there then you can just hit the brake and put it in park and get out and unload your vehicle... If you don't then it will continue around the parking lot again so it does not block the loading area...
My question is how come no one is talking about the inductive charging... That's one of the most important things that I called before the announcement...
I think the upgrade for the older vehicles to be able to be robot taxes is going to be a Tesla robot as the driver... Because the steering wheels still moves. Cybertruck has steer by wire so it can be easily converted into a robo taxi.
I thought the robotaxi software was ordinary FSD with extra hard code to tell it the route & stops, open/close doors, etc. This way it recognizes dogs & people in the road completely normally and they don't have to think about it. Certainly much less crowded site than normal FSD everyday operation. Then do any leftovers remotely, so the remote operators don't have anything much to do, that would be the true KISS rule way. This is mostly a library of hard code that needs to be written for robotaxi so why not use the real code? I don't understand the assumption it was remote operated.
With around £120k invested in tech/TSLA stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.
Prioritize two goals: strategically sell stocks to limit losses and maximize gains, and be prepared to capitalize on market shifts. Consult a financial advisor or professional for personalized guidance.
Certainly, I've been consulting with a Certified Financial Planner (CFP) since the outbreak. Beginning with an initial fund of $80k, my advisor makes decisions on when to enter and exit positions in my portfolio, which has now expanded to around $350k.
"Julianne Iwersen Niemann" a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
A private chef arrives to your house in a custom robovan, it has a kitchen and a single twp person table, you sit down to a meal as you tour the nearby waterside and parks, when you finish your meal you step out back at your own home.
What about this? Bloomberg, The Verge, and other outlets have reported that the bots were being remotely operated by humans, a conclusion that is easy enough to arrive at considering that they all had different voices and their responses and hand gestures were immediate and synchronized. Morgan Stanley analyst Adam Jonas also wrote in a report that the bots “relied on tele-ops (human intervention).”
32:56 butterfly doors doesn't block the view of the side cameras (which are above the front tires). I think that's the reason they chose it. Wing doors would required motors on the top, slide doors would cover the B pillar cameras.
@@mandelm2001 would be great to hear the design process discussions from the Tesla engineers , why they choose that option , and the reasons why. They look cool so that's great.
If people think Elon is the only CEO to exaggerate or be over optimistic over expected timelines then what do you think about GM and Mary Barra and the execution of their promises to electrify the industry??😂
If its bad GM does it, its bad when tesla does it too... That event was fake as hell. And it also gave a hint that only cameras might not be the solution Elon made us all hope it was. If their dedicated robotaxi was geofenced, its not looking very good for their aprouch.
@@charle-edouardsavoie6634 While the competitors have been expanding their service, Tesla took a detour just to end up at where the competitors are today, Once their robotaxi service accully becomes a reality(it will take years, judging by the event) before they do and at that moment the competitors will either have expanded even more and/or have their updated cars on in service. or their service gets cheeper.
Also, one of the underappreciated second-order effects of an autonomous future is that micromobility will become a higher quotient of how people get around. Riding an electric bicycle or scooter, whatever, is super dangerous today because human drivers are easily distracted and separate bike lane infrastructure is lacking. When every car is driven by a robot that doesn't get distracted and drives 10x safer, a lot more people will be comfortable riding ebikes around. also possible that cities will convert the unnecessary street parking and parking lots into pedestrian and cycling infrastructure. Parks and such.
The scissor door solves a few problems. (1) The clearance problem when the door opens by a pole, a wall, an adjacent car, or a high curb. The door on my cars don’t have clearance.(2) Being an automated door, they don’t need to rely on the customer to close the door or to figure out how the door handle might work to open it. (3) elderly people and people with their hands full of groceries will appreciate the automated door that opens vertically to provide more entry / exit access. I agree that it probably costs more but I think it’s worth it.
85-90% of ALL rides given are for a single passenger. Average car occupancy in Australia is 1.25 Driving to work 1.08 I can't find a percentage of car trips with more than two occupants. I'd guess 2-3% at most.
@@andrewradford3953 A very dangerous conclusion. Despite this fact, cars that can only carry one passenger is very rare. In fact it is the bigger cars, even SUVs that are more often bought than smaller, 2 seater cars. Worse, in Australia, trucks that can carry large cargos are sold more than 2-seater cars. Have you ever wondered why?
@@othmanskn Because people are idiots and are buying for image, mostly. Occasionally a car gets used to near or full capacity but thats when rather than a 2 seater robotaxi turning up something like the 3 or Y does.
41:20 We’ve all been sleeping on the boring company, but bro, that is actually an incredible observation. That makes a lot of sense, and would set Tesla apart from any competition. Of course, alongside both the accessibility and ubiquity of the robotaxi system, AND humanoid robots; to which will ultimately be their biggest asset. This is the why they’re more of a tech company than a car company, which has allowed them to innovate. Of course, alongside Elon’s vision, the shared experience, skills and knowledge of the entire company, and the huge community. What a time to be alive!
How, when there will be no appreciable revenue gains for at least a couple years, plus next week the stock price will take another huge hit when earnings are announced and margins will be shown to be the lowest they've been since Tesla started making profits.
@@tnelly6588because the value of a growth stock is in the future of the company, not in its present profitability… except for a short-term hiccup. And the We Robots event has been painting an incredibly brilliant future to those capable of understanding… like Tash!
investors are tired of the "vision", most investors believe in margins and eps and those are looking reaally bleak the upcoming 3 years. way too much risk to invest in the upcoming years
Dude, we have been waiting for people to see the "vision" It has been years now... either tesla start delivering on that vision or its time to tell the truth... Its just hype. How anyone could watch that event after all the talk about FSD and robotaxi from elon and tesla...i dont get it. Nothing they showed was ready... far from it.
@@stevewhite791 the “vision” is vaporware, we need hardware and software. This staged, preprogrammed event has once again eroded public confidence. China already has self driving public transportation, the wheel is already invented.
Great interview. The RoboTaxi has multiple options: - aptera style solar for hood, roof, boot - second seating row front or back facing - add steering and pedals; sell it as a 2-door coupe with or without steering I'd love to buy it as 2-door coupe
It is legit to have an event looking at the long future. What was not legit was pumping it up as the biggest event since the model 3. This led to disappointment and a drop in the stock price. Long term I am still optimistic, but this event was ruined by needless expectation.
Huh? Informing what will happen when these models are available is not bigger than Model 3? Is it because you don't want to see the light at the end of the tunnel?
I don't know, but I still have doubts as to if or why Tesla would want to sell these robots at all if they perfect them? At least not in the beginning. Why sell the bots to your competitors or even take the risk of having them in the home in the first few years, when they could just put them in their own factories, service centers, mining operations, etc. With unlimited cheap labor they could sell whatever they want. They don't have to limit themselves to just making cars, and batteries. Make a Tesla cellphone, or any other number of products. Send them off to space to mine asteroids, or the moon. Maybe just lease them out to projects like construction or whatever, but not sell them.
Yes if tesla controls transportation and labor thru bots for nickels in cost what industry could tesla not take over ? All GDP of the world could run thru tesla . Do not give up that position. Where am I wrong ?
Born in 1946, by early 50's dad got a "steady job" working Monday - Friday on Navy planes for the reserves' weekend practices. Many of the guys formed 5 car pools. Tuesday was dad''s turn to drive our car. Cars wrere still scarce and unreliable with new ones too expensive. Even 1 day a week usage put a strain on their old cars. With a 5 ½ day work week, Saturday afternoons saw the whole family fixing the car - every 5th Saturday meant Sunday was fix day.
Hi there - Larry mentioned South Africa. I live in Cape Town and I can tell you that there would be great potential for Robotaxis as well as the Robovan! I use Uber most of the times here in Cape Town (don't need to own a car). It is available in a couple of minutes. Robotaxis could be a replacement for Uber - hopefully cheaper. The Robovan is another beast. Here in South Africa there is very limited public transportation. Most of the lower working class is using so called 'Taxis' to commute to work and back. These are mostly Toyota buses with a capacity of up to 12 people and they operate on the normal roads. Unfortunately, the so called 'taxi industry' is highly corrupt and run by a mafia. However, the potential in South Africa (if you take all the taxis) is close to 500'000 (!) units alone. Huge, huge, huge! However, there would be a lot of political resistence .... I agree that the potential for robotaxis and robovans in the third world is gigantic!
Lars laughed when he heard Elon say 2026 about RoboTaxi launch (I think it was his interview with Kim Java). The question is, did he laugh because he knows Elon is sandbagging (they have an alpha so should be able to launch sooner) or because he thought Elon is hallucinating and there’s no way it’s 2026 and the reason Elon named 2026 is to push the team (and possibly the stock). Also, most important is to remember RoboTaxi can be launched with 3/Y (actually Y is ideal for initial launch). Robotaxi is needed to scale it - which is perfectly fine if it happens in 2026/7 or even 8. Tesla has a lot of capacity in the US for ramping up Y if needed…
I think farzad is spot on with cybercab being the same as the model 2. Notice the cybercab has small windows behind the seats and door pillar. Wouldn't make any sense at all otherwise. My take is they will use the same platform, add 2 seats in the back, shortening the trunk. And put on normal doors and a more normal paint job. On the van, interesting observation on the tunnel concept. Especially when you note that there's no window or way to look forward at all as a passenger (beside a small TV screen). For a tunnel set up that makes total sense, for a long ride on the highway or in the city it doesn't.
I think the first use case of FSD will be the robobus instead of city busses. Imagine having many more robobusses than current city busses where a robobus will now be able to arrive at each stop every 5 minutes instead of every 30-60 minutes(like in many cities in Europe). They will mostly just stay in the right lane of a major city street that is 2-3 lanes in each direction, making very few lane changes. They will easily be able to detect if someone is waiting at a stop and will stop for them. It may be free, paid for by the city or county or municipality. Eventually it will stop at places that are near parking lots where many robotaxis will be waiting for people to go directly to their end destination.
In European cities, buses are already every 5-6 minutes, with units capable of taking 100-200 people, not every 20-30 mn, except for those lines going to countryside suburbs.
Larry is right about the Robovan it will be in the boring tunnels 💯. The Las Vegas Loop tunnel website says future vehicle is coming and seats up to 12 passengers, and they only use Tesla for those tunnels.
Marques Brownlee was there, in person, and was confused / underwhelmed by the event, matching many non-attendees reactions. He seems level-headed to me.
When I drove in one of the self driving model y., there was a time where 1 of the cars stopped abruptly in front of me so my car stopped also and it took it out of self driving when that happened.There was a resume ride button that I had to hit in order to continue
I think the difference between hardware and software Larry was talking about is software vs an FPGA array which runs an algorithm in hardware. It runs super fast and with low power.
farzad has the best assumptions. We saw the 25k car in great detail. It was the robotaxi. Change the seats, add pedals and steering wheel and maybe a smaller screen, keep the doors as is >:). I think it will be a 2 seater strictly because i think they will only sell it as a non robotaxi for the ramping up period of 2025 and possibly mid 26, where they then completely transition to only robotaxi variants as they begin mass rolling out for the robotaxi network. This allows them to ramp the production and get supply chains going, grow the tesla community, not cannibalize model 3 (which will be cheaper next year upon unboxed method) and get more miles of FSD UNSUPERVISED V13 logged in next year in CA and TX. While they're ramping this model 2 and selling every one built, unsupervised will be racking up tons of miles so as to be ready to expand for robotaxi network hopefully late 25, but possibly not until late 26. They'll stop producing the non robotaxi variant immediately upon rollout of the network and probably annoy some customers, but it would be dumb not to switch entirely to the robotaxi variant. Also, they'll almost certainly make it so you can remove the pedal and steering wheel at a service center. Imagine paying 1000$ to have them REMOVE these so you can put you're model 2 into the robotaxi network. I guess they could keep them in and just turn them off, but that would be kind of weird sitting in front of a dead pedal/wheel being driven around. theyll have the rearview mirror like the cybertruck displayed on the model 2, but i imagine disabled on the robotaxi. That way you cant see people flicking you off in the back if the car does something silly !
My issue with full self driving on highway is that it gets up to speed limit and then progressively gets slower down to 10 miles under the speed limit for no apparent reason. This happens consistently since I got latest FSD.
I see the Robovan as the perfect work van. 12' drywall or stack of 12' lumber and plywood and still room for a 5 man crew with tools, and a huge battery pack to run those power tools. If it used roughly the same energy per mile as a CT, then it would cost 3 times less per day than a comparable Sprinter or 5 times less than F350 diesel. Or as a shuttle for groups of 14 people on 500 mile trips at 10 cents per mile per person.
36:15 Exactly the opposite: When autonomy gets here, the congestion will rise to ridiculousness. It is always this way; when a commodity gets cheaper, more people use it. To illustrate my point: my grandma, who has a lot of spare time on her hands, will walk her dog in her favorite park that is across Warsaw. She will not do it today, because it costs 70PLN (20 USD), but when the cost drops to 4 USD, she will. Also my kids will go to any place they want. So no; congestion will not improve. It will get far worse. The only thing that improves congestion is alternative modes of transport: mass transit, bicycle lanes, removing roads so people can actually get to places they need (groceries, church, doctor, school, job) by foot and riding a bike. There is sufficient data on it. The Dutch made it into a project in the 60ties. They had the same senseless cities you have in the US, but they realized, it is no way to live. They pulled traffic form cities and made everything more compact, so people could walk and ride. Sorry to break your good mood. That is the way it is.
@@ghislainbourassa1906 Yes. if you have all cars autonomous and connected you will have smoother traffic. That will not happen within 30 years. But let us humor you and say, it happens within 15 years. The gap between then and now is more congestion. It will be so much more congestion, you will have a rush hour all day and half night. Germans checked it like 40 years ago; they recognized, that every time you build a new road you get less traffic for a few years, but than you get it back. It turned out humans have a set time given for commute; they will just drive larger distances. The issue is; every human. You lower the cost, you make it more accessible, you get more humans, that can use the road. That makes more congestion.
So, based on the Boring Tunnel design and the Robovan design, we're getting implied Hyperloops? The interesting thing about the Robovan is absolutely the ground clearance. I couldn't figure that out until watching this interview. Makes sense...damn.
Insightful idea about the skirt containing a vacuum however backwards imo. The hyperloop concept proposes air pressure under the cars so that they ride on air cushions like air hockey pucks.
Great Interview! One thing I didnt understand was the vacuum under the car, the car in reference create an even higher road pressure with tonnes of downforce which give more road friction in combination with that the air resistance is the same, so I'm not sure how the Hyperloop could benefit from this at high speeds?
Agree with that, I know about these RACING cars with vacuum sucking fans below the car, but that is to push the vehicle harder to the pavement so it can corner at 200 miles per hour and give the driver a seisure caused by the immense sideways G-Forces. It only increases drag, by increasing the rolling resistance, so its bad for efficiency, but oh boy the cornering is fantastic! But comfort? ...that is out of the window. Bad efficiency + no comfort = bad idea, will never happen. A Hyperloop setup would not change that
Hans had it wrong. The 'skirt" thing is just the fact it was on a low setting for easy ingress/egress... Once it starts, it would rise up on air suspension for normal travel.... A van doesn't need suction underneath for fast cornering. It's no race car.... and confusing that with how a hyperloop would work is just lacking logic
What I suspect and makes sense to me, would be that as they put Cybercabs into service and prove how much revenue they can generate, they may shift the production more toward those and less towards Model 3/Y, which also probably means completely getting rid of the S/X. I can't see how they can have anywhere near enough capacity to respond to the demand for the compact any time soon, so the only low price product where they will control the demand is for the Cybercab for their own fleet. Also after having read the Walter Isaacson biography, I am pretty certain that they are only developing the compact as a fallback, in case the Cybercab does not take off as expected, otherwise I think that their plan is to not even produce the compact car.
I'm very excited for the unseen possibilities of robocab like giving mobility to people who have mobility limitations or are blind. People with dimentia or siezure disorders. So many possibilites to help others.
Tasha asked Larry to elaborate and he said the exact same thing again. Means he doesn't understand at a deep level what functions are in SW vs HW on HW 3/4. Not sure if they're using FPGA's or ASIC's or what but it would have been interesting to know.
That part I could not follow precisely, but if I translate it in that some functions managed by hardware in AI4 vehicles have to be emulated in software in HW3, right? How that is done in detail does not matter but it explains why FSD versions come later for Hw3, because they have to figure out this emulation part, so the AI neural net works the same on HW3 as on AI4. Did I understand it correctly? Its like in the past you could emulate windows on an Apple computer and run Windows software on an Apple.
@@MarcoNierop Yeah your understanding matches mine. I guess I'm just saying that when Tasha probed Larry he couldn't explain what operations those were, or what pieces of hardware were dedicated to those operations. Maybe you're right that it doesn't matter, but to me he loses credibility. He's just parroting what some engineer told him back without understanding it.
Silly observation here maybe.. the timeline for cybercab was with the pretty shiny new 2-door car BUT there's nothing preventing Tesla from pulling out the pedals and steering wheel of a model y/3 and start the service sooner, or not?
Love the content. Own a model Y LR....awsome. Tasha...watch out for the looking up and rocking back and forth while speaking and thinking...a little RAIN MAN. Ha!
Regarding the prototype question. I have heard from others at the event that the doors opened to wide for real-world-use. A production door would likely look more like the VW XL1 doors.
The doors on the Robotaxi can be closed automatically. What happens if a 3 or Y is used as a Robotaxi and a passenger gets out and leaves the door open?
So if I leave the door open I won't get billed? Strange business model.
8 дней назад+1
@@bartvanderheijden7055 I imagine, if you leave the door open, the clock won't stop and your bill might keep growing. It's a motivator to find just hang out there. Just like with the Superchargers you need to pay if you just forget your car on the charger.
I’ve never heard the compact car was to be a 5- seater, it makes sense that the Cybercab in a slightly different configuration could be the compact car.
@around 38 minutes, Farzad mentions advertising. I’m curious do you think Tesla’s resistance to advertising could be tied to them being unwilling to spend $$$ with mainstream media outlets?
Hey guys, great coverage :) I think the demand for the bot will 100x the demand for the nvidia gpus (with the same price point) and pretty much will do the same thing inference wise (PC on feet). Add all the other benefits and it's a bargain. The Hardware5 will be nvidia pro gpu level of inference. I hope it will come fast enough :)
Here in Florida USA, the biggest hurdle is INSURANCE. I have a clean driving record, im 30, and my 2021 Model 3 costs me $311 per mo to insure. My coverages are 100k/300k liability and 100k property damage, deductable is $1k. Everytime i have called a competitor to switch, its more than im paying currently. Private individuals will get DESTROYED trying to ensure their Tesla with a normal Insurance carrier for robotaxi purposes. Tesla needs insurance here ASAP.
Good day from Goonellabah, NSW, Australia. I saw the event Tesla’s Vision for an Autonomous Future. THE FUTURE IS HERE, THE WORLD IS CHANGING. I started in 1972 to 1974 when I received air pollution results from my contract with the EPA NSW governments. I did this because I used to live in Eastern Arterial Rd, Lindfield NSW 2070, Sydney, one of the areas with air pollution. I went on to expose the air pollution across Sydney and Newcastle. I was in pain arse of every EPA of all States across Australia. 🤗Cheers, Ian Cleland
Given how steer by wire works, the difference between an autonomous-only cybercab and a driver-optional cybercab is a different dashboard piece. I think that Tesla will do a number of somewhat geofenced cybercab pilot programs with some high profile partners. Fixed point car service, for a place like the Las Vegas Airport, or gigafactory texas, for example, would be a very logical place to start up, as the cars always returning to one fixed point means they will run into model-defeating corner cases far less often. I think tesla could put the first 10,000 cybercabs they make into these kind of pilot programs, while the production line is spooling up. Then once they hit a run-rate of 3,000 a week, they'll surprise everyone with the driver optional version, with the steering wheel in the dashboard, sell those to individual customers while ramping up to a production runrate of 1M/year and continue blowing that out until they get regulatory approval for continuous expansion of the robotaxi service in some larger localities, cities, etc. its also possible that the
I am a old person 75 years old. A bot would help me out of the bed and help me to shower and places like that. If the bot can do thaat then I will cancel my long term health care at $8,880 per yr. Plus the bot will not complain and be at my service 24/7. Bot will not take advantage of my finance or cheat me like my Mom's previous healthcare which I am currently suing So excited for a bot
32:45 These butterfly doors are not like the two hinge Falcon wing doors. They are much simpler, more like a hatchback, and should not be that complicated to make and implement.
This robotaxi is extremely simplified version of model Y and still costs 30k, no chance in getting something even cheaper and make it bigger than that. That said, I have no idea why robotaxi is so expensive
Great chat! Sadly I don't hear what I think Tesla will achieve by selling a cheap autonomous car - significantly reduce the amount vehicles needed to replace the global fleet ie even with this it's going to take years but by selling cheap autonomous cars Tesla reduces this massively - even if Tesla starts to sell 10m cars annually (5x improvement from now!) they're never going to make a dent in the 80m annual fleet replacement which has a chance of making the vehicles sustainable much quicker
All is fine however I don't understand the decision to do wireless charging for the taxi. Surely it would be cheaper to park an Optimus on each designated charging station that would just walk around and plug taxis in than it is to do the entire R&D and the infrastructure needed. Separate charging stations to the ones already existing, that will ONLY benefit taxis, not existing Tesla models and owners sounds like a really bad business move. Am I missing something? I can't imagine getting rid of the charging port on the car will offset the costs.
Yes, you are missing other services that robotaxis will need. So during the charging they could be cleaned, washed, sanitized, wheel pressure corrected, wipers fluid refilled, etc. So there is need for much bigger infrastructure anyway.
@@Kaipiso All of these could be performed by Optimus though, so if it's still going to be there why go through all the trouble of building an entirely new charging pipeline, both in terms of car production and station infrastructure - robotaxis will literally be unable to operate outside areas that have these new stations, whereas having the ability to charge normally would enable them to be deployed tomorrow in almost any place on Earth.
@@Casevil669 No, you cannot deploy robotaxis whenever due to regulations. So the adoption process will be quite long. We will see something like Waymo for a few years at least. Tesla robotaxis will not be allowed on many highways, areas etc. Until they prove they are safe over and over. And there will also be a reason to use humanoid bots in other areas first that are more profitable and safer to use in a closed environment like a factory. And you still need that cleaning facility anyway, whatever kind of robot uses it. It will probably need to be closed from the public, as well. One more thing is, cybercabs' battery will probably be very small. I expect something like 100 miles (or 150 km) range top. So while it is fine to recharge between rides, without any moving parts, it would be cumbersome to use additional mechanisms. And finally, there are talks about cable and connectors wear over time and use. Wireless contactless charging is much superior in that area as well. I think we will be moving toward wireless charging everywhere. So, again, Tesla will be the first to develop a standard of wireless charging, and popularize it. Then the rest will follow. Wires are the past. Wireless charging can be built in road infrastructure, parking lots, hotels, and shops yards etc. So you will not even need to leave your vehicle if you want it to recharge.
Do you think the Robovan could be used to replace school buses? I don’t know still need to supervise the kids but really need a solution to replace diesel school buses.
Love what Larry had to say about HW3 and HW4. I am fairly sure what the FSD person was saying is that HW5 has implemented the most frequently used operations in hardware where as HW3 will continue to do them in software. Some may not realize this is possible. It is we had analog computers that were programmed by moving jumper wires decades ahead of when digital computers became common. Are you guys all to young to remember the original mustang and cougar. I had a full sized pontiac ventura 2 door that was longer than most 4 door cars today. 2 or 4 seats I would like to see this as a 2 door. Make the back seats for kids.
At that point a decontented and modified Model 3 would make a lot more sense than the 2 door. A stretched Robocab would practically have the same dimensions anyway. I think we’ll see this before the 2-seater appears.
Teleoperate IS the path for autonomous Optimus. Same as FSD, sell/rent tens of thousands of Optimii to companies/factories (customers pay for the fleet), then feed the crazy FSD training engine and push the data into Coretex. Tesla is the ONLY company to be able to: 1. built tens of thousands of humanoids 2. Has the pipeline to collect the data 3. Have the compute to crunch the data 4. Ability to convince customers to buy it even if it’s teleoperated. And you all are wrong. You get it to be autonomous by collecting a LOT of teleoperated data. You don’t wait for it to be mostly automated - you start with teleoperated and then once you have enough data you make it autonomous. This is EXACTLY the path Tesla took with FSD - and now it has all the pieces it needs to follow the exact same path with Optimus but much more quickly since the tools, know how and compute are READY. This is going to be a wild ride!!! 🥳🥳🥳
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21:10 ??? Farz ?? Some people don’t have money to Upgrade their Cars. We just want to know if the 40K$ we already took from our Retirement will be able to be an Investment.❤ya
I think when FSD takes you to the front of a hotel that is a good thing... If you want to get out there then you can just hit the brake and put it in park and get out and unload your vehicle... If you don't then it will continue around the parking lot again so it does not block the loading area...
My question is how come no one is talking about the inductive charging... That's one of the most important things that I called before the announcement...
I think the upgrade for the older vehicles to be able to be robot taxes is going to be a Tesla robot as the driver... Because the steering wheels still moves. Cybertruck has steer by wire so it can be easily converted into a robo taxi.
I thought the robotaxi software was ordinary FSD with extra hard code to tell it the route & stops, open/close doors, etc. This way it recognizes dogs & people in the road completely normally and they don't have to think about it. Certainly much less crowded site than normal FSD everyday operation. Then do any leftovers remotely, so the remote operators don't have anything much to do, that would be the true KISS rule way. This is mostly a library of hard code that needs to be written for robotaxi so why not use the real code? I don't understand the assumption it was remote operated.
Holy crap, an interview with Tasha?!? This is inspiring man. I remember watching you when you first started.
You should make a video on your RUclips journey.
This is Tasha's second time on the channel but I get what you mean. Farzad has come a long way and we love to see it!
His first interview was with Dave Lee not long after he started 👌.
Here's our first convo with Tasha: ruclips.net/video/wGB970N6ENM/видео.htmlsi=ykF22BcaLv3N4w98
Or Tasha gets some air time?
Farzad is kicking out of the park - esp on the political side.
With around £120k invested in tech/TSLA stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.
Prioritize two goals: strategically sell stocks to limit losses and maximize gains, and be prepared to capitalize on market shifts. Consult a financial advisor or professional for personalized guidance.
Certainly, I've been consulting with a Certified Financial Planner (CFP) since the outbreak. Beginning with an initial fund of $80k, my advisor makes decisions on when to enter and exit positions in my portfolio, which has now expanded to around $350k.
That's incredible. Could you recommend who you work with? I really could use some help at this moment
"Julianne Iwersen Niemann" a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I’ve just looked up her full name on my browser and found her webpage, very much appreciate this
The crowed cheered Cathy as her group went through the crowd. She yelled "Tasha!". Great leadership.
I told both of them the "Tasha and Cathie Fan Club" was where we were standing.
A private chef arrives to your house in a custom robovan, it has a kitchen and a single twp person table, you sit down to a meal as you tour the nearby waterside and parks, when you finish your meal you step out back at your own home.
A private robochef 😉
You have inspired me to come up with a new type of vehicle. Or types of vehicles.
No one stopping that being created in a driver operated custom bus right now. No one wants to eat dinner driving thru traffic
What about this?
Bloomberg, The Verge, and other outlets have reported that the bots were being remotely operated by humans, a conclusion that is easy enough to arrive at considering that they all had different voices and their responses and hand gestures were immediate and synchronized.
Morgan Stanley analyst Adam Jonas also wrote in a report that the bots “relied on tele-ops (human intervention).”
@@richardcoughlin8931 how about the fact they did not release the bots - not say they were fully autonomous yet. I don’t see the big deal
Love your channel Farzad! Tasha was a great guest ❤
32:56 butterfly doors doesn't block the view of the side cameras (which are above the front tires). I think that's the reason they chose it. Wing doors would required motors on the top, slide doors would cover the B pillar cameras.
Very good point.
Tesla did not learn from the disastrous Model X. Those doors will always have issues.
@@mandelm2001 would be great to hear the design process discussions from the Tesla engineers , why they choose that option , and the reasons why. They look cool so that's great.
If people think Elon is the only CEO to exaggerate or be over optimistic over expected timelines then what do you think about GM and Mary Barra and the execution of their promises to electrify the industry??😂
Or catch Tesla in 2025
😂 Mary Barra… 🤣
If its bad GM does it, its bad when tesla does it too... That event was fake as hell. And it also gave a hint that only cameras might not be the solution Elon made us all hope it was. If their dedicated robotaxi was geofenced, its not looking very good for their aprouch.
@@pse2020Well every competitor is geofenced anyways lol And tesla's solution is lower cost.
@@charle-edouardsavoie6634 While the competitors have been expanding their service, Tesla took a detour just to end up at where the competitors are today, Once their robotaxi service accully becomes a reality(it will take years, judging by the event) before they do and at that moment the competitors will either have expanded even more and/or have their updated cars on in service. or their service gets cheeper.
Also, one of the underappreciated second-order effects of an autonomous future is that micromobility will become a higher quotient of how people get around. Riding an electric bicycle or scooter, whatever, is super dangerous today because human drivers are easily distracted and separate bike lane infrastructure is lacking. When every car is driven by a robot that doesn't get distracted and drives 10x safer, a lot more people will be comfortable riding ebikes around.
also possible that cities will convert the unnecessary street parking and parking lots into pedestrian and cycling infrastructure. Parks and such.
Epic interview!
Great to see Tasha again. Thanks, guys.
The scissor door solves a few problems. (1) The clearance problem when the door opens by a pole, a wall, an adjacent car, or a high curb. The door on my cars don’t have clearance.(2) Being an automated door, they don’t need to rely on the customer to close the door or to figure out how the door handle might work to open it. (3) elderly people and people with their hands full of groceries will appreciate the automated door that opens vertically to provide more entry / exit access. I agree that it probably costs more but I think it’s worth it.
I suspect if they have problems with it they will simply do two sliding doors. Like a minivan used to.
85-90% of ALL rides given are for a single passenger.
Average car occupancy in Australia is 1.25
Driving to work 1.08
I can't find a percentage of car trips with more than two occupants. I'd guess 2-3% at most.
@@andrewradford3953 A very dangerous conclusion. Despite this fact, cars that can only carry one passenger is very rare. In fact it is the bigger cars, even SUVs that are more often bought than smaller, 2 seater cars. Worse, in Australia, trucks that can carry large cargos are sold more than 2-seater cars. Have you ever wondered why?
@@othmansknI’ve bought many cars that looked like the back seat had never been used.
@@othmanskn Because people are idiots and are buying for image, mostly. Occasionally a car gets used to near or full capacity but thats when rather than a 2 seater robotaxi turning up something like the 3 or Y does.
@@othmanskn it's not a conclusion, these are statistics.
Big car=big ego, but small.. minded.
@@andrewradford3953 I guess the robotaxi should avoid all airports then.
41:20 We’ve all been sleeping on the boring company, but bro, that is actually an incredible observation.
That makes a lot of sense, and would set Tesla apart from any competition. Of course, alongside both the accessibility and ubiquity of the robotaxi system, AND humanoid robots; to which will ultimately be their biggest asset.
This is the why they’re more of a tech company than a car company, which has allowed them to innovate.
Of course, alongside Elon’s vision, the shared experience, skills and knowledge of the entire company, and the huge community.
What a time to be alive!
This was great. It's unpacking the we robot event. That stock will start clicking upwards again in 30 days when people start understanding the vision.
How, when there will be no appreciable revenue gains for at least a couple years, plus next week the stock price will take another huge hit when earnings are announced and margins will be shown to be the lowest they've been since Tesla started making profits.
@@tnelly6588because the value of a growth stock is in the future of the company, not in its present profitability… except for a short-term hiccup. And the We Robots event has been painting an incredibly brilliant future to those capable of understanding… like Tash!
investors are tired of the "vision", most investors believe in margins and eps and those are looking reaally bleak the upcoming 3 years. way too much risk to invest in the upcoming years
Dude, we have been waiting for people to see the "vision" It has been years now... either tesla start delivering on that vision or its time to tell the truth... Its just hype. How anyone could watch that event after all the talk about FSD and robotaxi from elon and tesla...i dont get it. Nothing they showed was ready... far from it.
@@stevewhite791 the “vision” is vaporware, we need hardware and software. This staged, preprogrammed event has once again eroded public confidence. China already has self driving public transportation, the wheel is already invented.
Great interview. The RoboTaxi has multiple options:
- aptera style solar for hood, roof, boot
- second seating row front or back facing
- add steering and pedals; sell it as a 2-door coupe
with or without steering I'd love to buy it as 2-door coupe
You could have a 4 to 6 person van with beds for long trips. Where you could sleep overnight and wake-up in your destination.
If it can only be used by one user at a time then sure, otherwise no thanks ^^
@@tomh1727 I’d imagine you will book the role car.
Finally a RUclipsr inviting an interesting guest and not just the same four Tesla fans as others (Brighter with Herbert)
I disagree. The same four have a lot of insight because of their different backgrounds.
It is legit to have an event looking at the long future. What was not legit was pumping it up as the biggest event since the model 3. This led to disappointment and a drop in the stock price. Long term I am still optimistic, but this event was ruined by needless expectation.
Huh? Informing what will happen when these models are available is not bigger than Model 3? Is it because you don't want to see the light at the end of the tunnel?
How could the event not have expectations? That's nuts.
@@nguyep4 For some people whenever they see the light at the end of a tunnel, it's an incoming train.
I don't know, but I still have doubts as to if or why Tesla would want to sell these robots at all if they perfect them? At least not in the beginning. Why sell the bots to your competitors or even take the risk of having them in the home in the first few years, when they could just put them in their own factories, service centers, mining operations, etc. With unlimited cheap labor they could sell whatever they want. They don't have to limit themselves to just making cars, and batteries. Make a Tesla cellphone, or any other number of products. Send them off to space to mine asteroids, or the moon. Maybe just lease them out to projects like construction or whatever, but not sell them.
Yes if tesla controls transportation and labor thru bots for nickels in cost what industry could tesla not take over ? All GDP of the world could run thru tesla . Do not give up that position. Where am I wrong ?
Excellent point. Perhaps they'll use all they can and sell the rest!
I dont think this is the way elon musk thinks, he likes competition and being under pressure.
Born in 1946, by early 50's dad got a "steady job" working Monday - Friday on Navy planes for the reserves' weekend practices. Many of the guys formed 5 car pools. Tuesday was dad''s turn to drive our car. Cars wrere still scarce and unreliable with new ones too expensive. Even 1 day a week usage put a strain on their old cars. With a 5 ½ day work week, Saturday afternoons saw the whole family fixing the car - every 5th Saturday meant Sunday was fix day.
Great talk with Tasha. Thanks! Also, so much more comforting to see some hair back on Farzad's face.
🧔
epic interview, commenting for the algo to spread the visibility!!!!!!!!!
The "Toaster" would be well used in airports.
😂
@heythave Vegas Loop comes to mind
@@viewer_5714 I’m laughing because it does look like a toaster! Not the least bit futuristic like the cybercab.
Tesla Toast 👍👍
@@heythave Art-deco from a century ago.
The van will be used for the transport of goods.
Food,Amazon, cargo etc.
Self driving lootbox 📦
Hi there - Larry mentioned South Africa. I live in Cape Town and I can tell you that there would be great potential for Robotaxis as well as the Robovan! I use Uber most of the times here in Cape Town (don't need to own a car). It is available in a couple of minutes. Robotaxis could be a replacement for Uber - hopefully cheaper.
The Robovan is another beast. Here in South Africa there is very limited public transportation. Most of the lower working class is using so called 'Taxis' to commute to work and back. These are mostly Toyota buses with a capacity of up to 12 people and they operate on the normal roads. Unfortunately, the so called 'taxi industry' is highly corrupt and run by a mafia. However, the potential in South Africa (if you take all the taxis) is close to 500'000 (!) units alone. Huge, huge, huge! However, there would be a lot of political resistence ....
I agree that the potential for robotaxis and robovans in the third world is gigantic!
Lars laughed when he heard Elon say 2026 about RoboTaxi launch (I think it was his interview with Kim Java). The question is, did he laugh because he knows Elon is sandbagging (they have an alpha so should be able to launch sooner) or because he thought Elon is hallucinating and there’s no way it’s 2026 and the reason Elon named 2026 is to push the team (and possibly the stock).
Also, most important is to remember RoboTaxi can be launched with 3/Y (actually Y is ideal for initial launch). Robotaxi is needed to scale it - which is perfectly fine if it happens in 2026/7 or even 8. Tesla has a lot of capacity in the US for ramping up Y if needed…
45:00, Farzad has told this story so many times that I am starting to like it 😅😅
I think farzad is spot on with cybercab being the same as the model 2. Notice the cybercab has small windows behind the seats and door pillar. Wouldn't make any sense at all otherwise. My take is they will use the same platform, add 2 seats in the back, shortening the trunk. And put on normal doors and a more normal paint job.
On the van, interesting observation on the tunnel concept. Especially when you note that there's no window or way to look forward at all as a passenger (beside a small TV screen). For a tunnel set up that makes total sense, for a long ride on the highway or in the city it doesn't.
I think the first use case of FSD will be the robobus instead of city busses. Imagine having many more robobusses than current city busses where a robobus will now be able to arrive at each stop every 5 minutes instead of every 30-60 minutes(like in many cities in Europe). They will mostly just stay in the right lane of a major city street that is 2-3 lanes in each direction, making very few lane changes. They will easily be able to detect if someone is waiting at a stop and will stop for them. It may be free, paid for by the city or county or municipality. Eventually it will stop at places that are near parking lots where many robotaxis will be waiting for people to go directly to their end destination.
In European cities, buses are already every 5-6 minutes, with units capable of taking 100-200 people, not every 20-30 mn, except for those lines going to countryside suburbs.
Larry is right about the Robovan it will be in the boring tunnels 💯. The Las Vegas Loop tunnel website says future vehicle is coming and seats up to 12 passengers, and they only use Tesla for those tunnels.
Mod2 compact with steering - Four seat, front seats flip forward for access. Smaller trunck
Marques Brownlee was there, in person, and was confused / underwhelmed by the event, matching many non-attendees reactions. He seems level-headed to me.
Remember that these guys get paid based on Tesla views so for them to be non-biased is near impossible
When I drove in one of the self driving model y., there was a time where 1 of the cars stopped abruptly in front of me so my car stopped also and it took it out of self driving when that happened.There was a resume ride button that I had to hit in order to continue
I think the difference between hardware and software Larry was talking about is software vs an FPGA array which runs an algorithm in hardware. It runs super fast and with low power.
Look at Farzad cleaning up and looking slick for Tasha!!😂
I met Tasha at the event. If only I hadn't been so exhausted. 👍👍
farzad has the best assumptions.
We saw the 25k car in great detail.
It was the robotaxi.
Change the seats, add pedals and steering wheel and maybe a smaller screen, keep the doors as is >:).
I think it will be a 2 seater strictly because i think they will only sell it as a non robotaxi for the ramping up period of 2025 and possibly mid 26, where they then completely transition to only robotaxi variants as they begin mass rolling out for the robotaxi network.
This allows them to ramp the production and get supply chains going, grow the tesla community, not cannibalize model 3 (which will be cheaper next year upon unboxed method) and get more miles of FSD UNSUPERVISED V13 logged in next year in CA and TX.
While they're ramping this model 2 and selling every one built, unsupervised will be racking up tons of miles so as to be ready to expand for robotaxi network hopefully late 25, but possibly not until late 26.
They'll stop producing the non robotaxi variant immediately upon rollout of the network and probably annoy some customers, but it would be dumb not to switch entirely to the robotaxi variant. Also, they'll almost certainly make it so you can remove the pedal and steering wheel at a service center.
Imagine paying 1000$ to have them REMOVE these so you can put you're model 2 into the robotaxi network. I guess they could keep them in and just turn them off, but that would be kind of weird sitting in front of a dead pedal/wheel being driven around.
theyll have the rearview mirror like the cybertruck displayed on the model 2, but i imagine disabled on the robotaxi. That way you cant see people flicking you off in the back if the car does something silly !
TLDR
@@michaelholmes8848 thats fair
Leave the clean shave bro it's a good switch up, you handsome bastard.
This is AI.
agree keep it pimp
My issue with full self driving on highway is that it gets up to speed limit and then progressively gets slower down to 10 miles under the speed limit for no apparent reason. This happens consistently since I got latest FSD.
Great discussion. Thank you, ladies and gentleman.
I see the Robovan as the perfect work van. 12' drywall or stack of 12' lumber and plywood and still room for a 5 man crew with tools, and a huge battery pack to run those power tools. If it used roughly the same energy per mile as a CT, then it would cost 3 times less per day than a comparable Sprinter or 5 times less than F350 diesel. Or as a shuttle for groups of 14 people on 500 mile trips at 10 cents per mile per person.
They built 20 cabs. They looked great. Didn't seem like a prototype.
there are in carbon fiber. Don't think this will be the end version
Doesnt matter what you think, theyre still prototypes just like the robobus
💯 percent
36:15 Exactly the opposite: When autonomy gets here, the congestion will rise to ridiculousness. It is always this way; when a commodity gets cheaper, more people use it. To illustrate my point: my grandma, who has a lot of spare time on her hands, will walk her dog in her favorite park that is across Warsaw. She will not do it today, because it costs 70PLN (20 USD), but when the cost drops to 4 USD, she will. Also my kids will go to any place they want.
So no; congestion will not improve. It will get far worse. The only thing that improves congestion is alternative modes of transport: mass transit, bicycle lanes, removing roads so people can actually get to places they need (groceries, church, doctor, school, job) by foot and riding a bike. There is sufficient data on it. The Dutch made it into a project in the 60ties. They had the same senseless cities you have in the US, but they realized, it is no way to live. They pulled traffic form cities and made everything more compact, so people could walk and ride. Sorry to break your good mood. That is the way it is.
Most traffic jams are created by bad drivers. In a world where computers are in charge of all transport, there would be fewer issues.
@@ghislainbourassa1906 Yes. if you have all cars autonomous and connected you will have smoother traffic. That will not happen within 30 years. But let us humor you and say, it happens within 15 years. The gap between then and now is more congestion. It will be so much more congestion, you will have a rush hour all day and half night.
Germans checked it like 40 years ago; they recognized, that every time you build a new road you get less traffic for a few years, but than you get it back. It turned out humans have a set time given for commute; they will just drive larger distances.
The issue is; every human. You lower the cost, you make it more accessible, you get more humans, that can use the road. That makes more congestion.
So, based on the Boring Tunnel design and the Robovan design, we're getting implied Hyperloops? The interesting thing about the Robovan is absolutely the ground clearance. I couldn't figure that out until watching this interview. Makes sense...damn.
@@MTHEORYTECHNO Clearance won't be a problem in tunnels
Insightful idea about the skirt containing a vacuum however backwards imo. The hyperloop concept proposes air pressure under the cars so that they ride on air cushions like air hockey pucks.
LFG TASHA! 🔥🔥🔥❤ great guest Farzad 👌🏽
That she and Cathie could still walk free there at that event after destroying all their investors lol
That’s confidence!!! But they made money so I guess that’s where it comes from, investors got….F..
I appreciate the discussion on H3/H4, I have been feeling like Musk was starting to renege on H3 autonomy.
Will that include model 3 2021?
Great Interview! One thing I didnt understand was the vacuum under the car, the car in reference create an even higher road pressure with tonnes of downforce which give more road friction in combination with that the air resistance is the same, so I'm not sure how the Hyperloop could benefit from this at high speeds?
Agree with that, I know about these RACING cars with vacuum sucking fans below the car, but that is to push the vehicle harder to the pavement so it can corner at 200 miles per hour and give the driver a seisure caused by the immense sideways G-Forces.
It only increases drag, by increasing the rolling resistance, so its bad for efficiency, but oh boy the cornering is fantastic! But comfort? ...that is out of the window.
Bad efficiency + no comfort = bad idea, will never happen. A Hyperloop setup would not change that
Hans had it wrong. The 'skirt" thing is just the fact it was on a low setting for easy ingress/egress... Once it starts, it would rise up on air suspension for normal travel.... A van doesn't need suction underneath for fast cornering. It's no race car.... and confusing that with how a hyperloop would work is just lacking logic
Awesome watch, thank you.
What I suspect and makes sense to me, would be that as they put Cybercabs into service and prove how much revenue they can generate, they may shift the production more toward those and less towards Model 3/Y, which also probably means completely getting rid of the S/X. I can't see how they can have anywhere near enough capacity to respond to the demand for the compact any time soon, so the only low price product where they will control the demand is for the Cybercab for their own fleet. Also after having read the Walter Isaacson biography, I am pretty certain that they are only developing the compact as a fallback, in case the Cybercab does not take off as expected, otherwise I think that their plan is to not even produce the compact car.
I'm very excited for the unseen possibilities of robocab like giving mobility to people who have mobility limitations or are blind. People with dimentia or siezure disorders. So many possibilites to help others.
Tasha asked Larry to elaborate and he said the exact same thing again. Means he doesn't understand at a deep level what functions are in SW vs HW on HW 3/4. Not sure if they're using FPGA's or ASIC's or what but it would have been interesting to know.
That part I could not follow precisely, but if I translate it in that some functions managed by hardware in AI4 vehicles have to be emulated in software in HW3, right? How that is done in detail does not matter but it explains why FSD versions come later for Hw3, because they have to figure out this emulation part, so the AI neural net works the same on HW3 as on AI4.
Did I understand it correctly?
Its like in the past you could emulate windows on an Apple computer and run Windows software on an Apple.
@@MarcoNierop Yeah your understanding matches mine. I guess I'm just saying that when Tasha probed Larry he couldn't explain what operations those were, or what pieces of hardware were dedicated to those operations. Maybe you're right that it doesn't matter, but to me he loses credibility. He's just parroting what some engineer told him back without understanding it.
Although hw3 format may be fixed it's possible there may be a 3b processor with the embedded additional routines so there may be an upgrade path.
Thank you! Very valuable content!
Silly observation here maybe.. the timeline for cybercab was with the pretty shiny new 2-door car BUT there's nothing preventing Tesla from pulling out the pedals and steering wheel of a model y/3 and start the service sooner, or not?
Excellent My Robot analysis!
Love the content. Own a model Y LR....awsome. Tasha...watch out for the looking up and rocking back and forth while speaking and thinking...a little RAIN MAN. Ha!
Regarding the prototype question. I have heard from others at the event that the doors opened to wide for real-world-use. A production door would likely look more like the VW XL1 doors.
I vote that this chapter of beardless Farzad is not canon
Sandbagging is better than vaper wear. The event was perfect
Farzad is 100% right at this compact car thing!
seats can have side air bags for the robo taxi. auto inflate to hold passengers in place. Formula one has this features for high g turns
I clicked Like at the 5-second mark.
The doors on the Robotaxi can be closed automatically. What happens if a 3 or Y is used as a Robotaxi and a passenger gets out and leaves the door open?
The app screams at them incessantly until they close the door 😂
If it rains your Tesla will get wet inside.
Billing will be done when they leave and close all the doors. People will learn quickly not to left them open.
So if I leave the door open I won't get billed? Strange business model.
@@bartvanderheijden7055 I imagine, if you leave the door open, the clock won't stop and your bill might keep growing. It's a motivator to find just hang out there. Just like with the Superchargers you need to pay if you just forget your car on the charger.
Cybercab is not the compact car. That will be a 5-seat hatchback.
I’ve never heard the compact car was to be a 5- seater, it makes sense that the Cybercab in a slightly different configuration could be the compact car.
Research has shown the normal taxi ride is for one or two persons, therefore the most efficiency gained is using a small car.
OMG i have been waiting to find out where Larry is from, and he is from South African, just like me :D, just so awesome !!!!
@around 38 minutes, Farzad mentions advertising. I’m curious do you think Tesla’s resistance to advertising could be tied to them being unwilling to spend $$$ with mainstream media outlets?
Yes! The McMurtie Speirling!!! Hanz' best point.
My Dad lives abroad and has difficulties getting things done around the house. We'd buy a teleoperated 20k Optimus in a blink of an eye.
Hey guys, great coverage :) I think the demand for the bot will 100x the demand for the nvidia gpus (with the same price point) and pretty much will do the same thing inference wise (PC on feet). Add all the other benefits and it's a bargain. The Hardware5 will be nvidia pro gpu level of inference. I hope it will come fast enough :)
I see new applications for the robovan because it can operate indoors.
Here in Florida USA, the biggest hurdle is INSURANCE. I have a clean driving record, im 30, and my 2021 Model 3 costs me $311 per mo to insure. My coverages are 100k/300k liability and 100k property damage, deductable is $1k. Everytime i have called a competitor to switch, its more than im paying currently. Private individuals will get DESTROYED trying to ensure their Tesla with a normal Insurance carrier for robotaxi purposes. Tesla needs insurance here ASAP.
They need to come on with the compact so I can pick up a used model 3 for a reasonable price. 😉
Good day from Goonellabah, NSW, Australia. I saw the event Tesla’s Vision for an Autonomous Future. THE FUTURE IS HERE, THE WORLD IS CHANGING.
I started in 1972 to 1974 when I received air pollution results from my contract with the EPA NSW governments. I did this because I used to live in Eastern Arterial Rd, Lindfield NSW 2070, Sydney, one of the areas with air pollution. I went on to expose the air pollution across Sydney and Newcastle. I was in pain arse of every EPA of all States across Australia.
🤗Cheers, Ian Cleland
Given how steer by wire works, the difference between an autonomous-only cybercab and a driver-optional cybercab is a different dashboard piece. I think that Tesla will do a number of somewhat geofenced cybercab pilot programs with some high profile partners. Fixed point car service, for a place like the Las Vegas Airport, or gigafactory texas, for example, would be a very logical place to start up, as the cars always returning to one fixed point means they will run into model-defeating corner cases far less often. I think tesla could put the first 10,000 cybercabs they make into these kind of pilot programs, while the production line is spooling up. Then once they hit a run-rate of 3,000 a week, they'll surprise everyone with the driver optional version, with the steering wheel in the dashboard, sell those to individual customers while ramping up to a production runrate of 1M/year and continue blowing that out until they get regulatory approval for continuous expansion of the robotaxi service in some larger localities, cities, etc.
its also possible that the
Great Interview.
Thanks for the convocation
0:30) Farzad, no “frickin’ anymore. Tesla S say, Frunkin’ 💕
I am a old person 75 years old. A bot would help me out of the bed and help me to shower and places like that. If the bot can do thaat then I will cancel my long term health care at $8,880 per yr. Plus the bot will not complain and be at my service 24/7. Bot will not take advantage of my finance or cheat me like my Mom's previous healthcare which I am currently suing So excited for a bot
Charging by induction what would that be like? Its effect on public charging?
32:45 These butterfly doors are not like the two hinge Falcon wing doors. They are much simpler, more like a hatchback, and should not be that complicated to make and implement.
Fleet owners who do custom coach configuration will not accept the requirement to use the Tesla network for operations.
Na. No advertising needed, but education and FUD correction I believe is needed. Even that need may be met by shared owner experience
One would hope that the 25k is a smaller crossover or smaller model Y. Two seats won’t cut it for a mass market car.
This robotaxi is extremely simplified version of model Y and still costs 30k, no chance in getting something even cheaper and make it bigger than that. That said, I have no idea why robotaxi is so expensive
What version of FSD is used in robotaxi?
Shasa!
When noteworthy upgrades and targets change run for the hills short squeeze again
Great chat!
Sadly I don't hear what I think Tesla will achieve by selling a cheap autonomous car - significantly reduce the amount vehicles needed to replace the global fleet ie even with this it's going to take years but by selling cheap autonomous cars Tesla reduces this massively - even if Tesla starts to sell 10m cars annually (5x improvement from now!) they're never going to make a dent in the 80m annual fleet replacement which has a chance of making the vehicles sustainable much quicker
Would love to know Tasha’s opinion of how far away they are in NYC
Ok so you all are missing something about the ROBOVAN… how many hotels could buy one to transport people back and forth from the airport
My question is why would you want a Cybercab vs a used older model 3?
All is fine however I don't understand the decision to do wireless charging for the taxi. Surely it would be cheaper to park an Optimus on each designated charging station that would just walk around and plug taxis in than it is to do the entire R&D and the infrastructure needed. Separate charging stations to the ones already existing, that will ONLY benefit taxis, not existing Tesla models and owners sounds like a really bad business move. Am I missing something? I can't imagine getting rid of the charging port on the car will offset the costs.
Yes, you are missing other services that robotaxis will need. So during the charging they could be cleaned, washed, sanitized, wheel pressure corrected, wipers fluid refilled, etc. So there is need for much bigger infrastructure anyway.
@@Kaipiso All of these could be performed by Optimus though, so if it's still going to be there why go through all the trouble of building an entirely new charging pipeline, both in terms of car production and station infrastructure - robotaxis will literally be unable to operate outside areas that have these new stations, whereas having the ability to charge normally would enable them to be deployed tomorrow in almost any place on Earth.
@@Casevil669 No, you cannot deploy robotaxis whenever due to regulations. So the adoption process will be quite long. We will see something like Waymo for a few years at least. Tesla robotaxis will not be allowed on many highways, areas etc. Until they prove they are safe over and over. And there will also be a reason to use humanoid bots in other areas first that are more profitable and safer to use in a closed environment like a factory. And you still need that cleaning facility anyway, whatever kind of robot uses it. It will probably need to be closed from the public, as well. One more thing is, cybercabs' battery will probably be very small. I expect something like 100 miles (or 150 km) range top. So while it is fine to recharge between rides, without any moving parts, it would be cumbersome to use additional mechanisms. And finally, there are talks about cable and connectors wear over time and use. Wireless contactless charging is much superior in that area as well.
I think we will be moving toward wireless charging everywhere. So, again, Tesla will be the first to develop a standard of wireless charging, and popularize it. Then the rest will follow. Wires are the past. Wireless charging can be built in road infrastructure, parking lots, hotels, and shops yards etc. So you will not even need to leave your vehicle if you want it to recharge.
Elon you are Intelligent and brilliant super hero ❤❤❤❤🎉🎉🎉
McMurtry Speriling Fan... learn new things everyday. What interesting insights and thoughts on the Robovan and its future.
Do you think the Robovan could be used to replace school buses? I don’t know still need to supervise the kids but really need a solution to replace diesel school buses.
Love what Larry had to say about HW3 and HW4. I am fairly sure what the FSD person was saying is that HW5 has implemented the most frequently used operations in hardware where as HW3 will continue to do them in software. Some may not realize this is possible. It is we had analog computers that were programmed by moving jumper wires decades ahead of when digital computers became common.
Are you guys all to young to remember the original mustang and cougar. I had a full sized pontiac ventura 2 door that was longer than most 4 door cars today. 2 or 4 seats I would like to see this as a 2 door. Make the back seats for kids.
Imagine finding a woman who looks at you like Tasha looks at the fundamentals ❤
I agree-they could stretch the wheelbase and make a 4 seater. If he surprised if it wasn't already planned.
No need to stretch the wheel base, the trunk is huge, just shorten it and put 2 more seats in
No need- they have 3 and Y. Just add auto door closures a la X and delete the wheel and pedals. Done.
At that point a decontented and modified Model 3 would make a lot more sense than the 2 door. A stretched Robocab would practically have the same dimensions anyway. I think we’ll see this before the 2-seater appears.
I love Tasha.
Teleoperate IS the path for autonomous Optimus. Same as FSD, sell/rent tens of thousands of Optimii to companies/factories (customers pay for the fleet), then feed the crazy FSD training engine and push the data into Coretex. Tesla is the ONLY company to be able to:
1. built tens of thousands of humanoids
2. Has the pipeline to collect the data
3. Have the compute to crunch the data
4. Ability to convince customers to buy it even if it’s teleoperated.
And you all are wrong. You get it to be autonomous by collecting a LOT of teleoperated data. You don’t wait for it to be mostly automated - you start with teleoperated and then once you have enough data you make it autonomous.
This is EXACTLY the path Tesla took with FSD - and now it has all the pieces it needs to follow the exact same path with Optimus but much more quickly since the tools, know how and compute are READY.
This is going to be a wild ride!!! 🥳🥳🥳