Tesla Pulls Rabbit Out Of Hat, SHOCKING Investors
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- Опубликовано: 28 апр 2024
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TIMESTAMPS
0:00 Leaked Elon Musk Email: FSD V12.3.1 Test Rides Now MANDATORY In US For New Customers
1:12 Tesla Offers FREE 1 Month Trial of FSD In US For New Customers
3:39 Tesla FSD 12.3 Handling Construction Zone Like A Boss
7:00 The INSANE Numbers On Tesla’s FSD Bombshell
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In this video, Tesla Pulls Rabbit Out Of Hat, SHOCKING Investors.
Tags: #Tesla #Investing #ElonMusk #TeslaBot #TSLA #TeslaStock #TSLA #TeslaBot #Optimus #Cybertruck
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ELON's & Tesla 4D strip chess move.
Check Mate.
In my experience FSD has a terrible time navigating intersections. But I haven't used it for a few months maybe one of the latest updates is better.
I have been using FSD since 2021 and, for the past year, I have been a skeptic on robotaxis. Not anymore. V12 is the real deal. I am backing up the truck and loading up on $TSLA before the other doubters wake up.
This comment helped me make up my mind on where to invest the extra $35k I just landed. Been a TSLA investor since 2020 and was debating purchasing more income generating stocks, but no, more TSLA.
Same here, it still needs training but omg it is so good and smooth now
TSLA has a big share of my portfolios, but today I bought a bit of DJT - just to be part of history. Ha ha.
Me too. Been using Fsd v10 v11 and now v12. It’s almost perfect v12. Still has some hesitation issues with shadows though. But it’s very good so far
What a crock of …….. . Even the comment are bot generated to try to get people to buy shares
We'll remember these first baby steps fondly. Like, wasn't it cute when we had to still pay attention?
We still need to pay attention it will years b4 we don't need to pay attention
@@LeendowNah, by this time next year FSD level 4 and Robotaxis in San Francisco.
Partner did not like FSD and didn’t use it, got mad when I did cause he was experiencing phantom braking and hated it.
I told him “it’s so good and human now. You’ll appreciate it.”
Then early in the next drive we approached an intersection on a street with one lane for travel with cars on both sides. As soon as we saw the car oncoming our car pulled over and slowed way down. But it kept creeping a bit so we stayed in motion.
He looked over to see if I had done it because he couldn’t believe the car just did that.
I laughed.
He’s like “wow, something does seem very different.”
I'm thinking self sabotage like does guys messed with their Tesla trying prove what who knows these ...... any my worry is , is Tesla ready to take responsibility of insurances, as you know they hate progress & Elon @@boulderghost4457
Not fondly for me. I've been get cream pied for over two years on my position. Ready for an uptrend. Being an investor lately has take. Some of the fun out of baby agi for me now that we need it to sustain the stock price.
The idea that any other EV could be comparable to a Tesla with this capability is ludicrous!
But it has nothing to do with the car being electric.
NIO and other Chinese brands do it too. In case of NIO the car even drives itself to a charge station and charges up fully automatic (battery swap)
@@marcusfleuti2672Ah yes the “Chinese do it too/better” inevitable post…. They’re simply not comparable in reality, they mistakenly use Lidar. This is on par with people thinking Waymo qualifies as true self-driving… all the systems competing with Tesla lack general intelligence but are “certified” for limited areas. Huge difference and inferior.
Plaid.
@@CHMichael I don’t know about “nothing” to do with it. Trying converting your ICE car to FSD.
Actually it makes sense they didn't offer a free trial before. It was better to limit it to hardcore early adopters who are more knowledgeable, more actively engaged, and more forgiving. Early adopters enjoy their role as "test drivers", while "normal" tesla owners are much more inclined to ignore/forget their responsibility to pay attention to the road, resulting in more accidents. Normal owners would also have been more likely to get frustrated with quirks and bugs, and contributed to a more negative public perception of FSD.
12.3 passed the wife test. She says its now worth the extra cost
I think this is GREAT!!!!!! We needed this to show everyone how FSD works
Except we won't be showing "everyone". We'll only be showing Tesla owners.
@@darylfoster7944New owners. And the better news is that this counts as a fairly wide release. Even if only for a month from purchase date.
@@darylfoster7944 you got me Daryl
@@darylfoster7944 "Except we won't be showing "everyone". We'll only be showing Tesla owners."
Tesla owners do show other people.
Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.
Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.
Certain Ai companies are rumoured to be overvalued and might cause a market correction, i think it’s best you reach out to a proper fiduciary for guidance
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
this is all new to me, where do I find a fiduciary, can you recommend any?
"Heather Ann Christensen" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
I litterly had the car drive me for two hours straight yesterday to LA v12 no intervention
The big push definitely shows the increased confidence that Elon now has in v12
6:32
Buddy almost said AG 1
lol wouldn't be surprised
Rofl 😂
Giving free samples work. This is how I got hooked on cigarettes and Avon.
No, you got hooked on cigarettes because you have no self control.
Developer: this game is early access, in Beta etc.
NPCs: THIS IS MISLEADING😡🤬
Developer: this game is Beta
CEO: fuck that dev, this will do NYC to London by itself
@@syedqasim38 Elon Bad! lawl
@@rostyloco1 I used to have a poster of Elon in my dorm. Love Elon but not blindly.
Here we go boys!!!
And ladies!
I paid for FSD and still haven't gotten V12, maybe Tesla should make sure the paying customers get the latest FSD before providing it to people that haven't paid.
Would be cool, but it's probably not that easy. I suspect it's a training issue. The algorithm that runs in the car will vary based on hardware & location.
very bold of elon to mandate this. it definitely shows confidence in the program. I might argue maybe whatever version is out in 3-6 months would be better to roll out this strategy, but i also like the ballz on tesla to do it now.
I've been keeping a close eye on FSD for years now, V12 is a different league. we really are on the brink of true FSD, and elon being so ambitious right now seems like it could be the right move.
dangerous to a degree of course, but then again no great gains were ever made by being a coward.
5:25 Based on the description, I was expecting needing to weave around in cones. Standard Autopilot (free version) can handle staying in the lane and going straight through construction without being phased. This clip is trolling.
My idea…
FSD USA pricing…
Monthly plans..
49.99 (highway only)
49.99 (city only)
89.99 (highway & city)
Full year payment in advance 10% off.
I think people would pay these prices.
Current 12k /200 month too high
Totally agree at 99 a month it might be very enticing. Less than a cable bill.
They should have a per mile charge for low mileage drivers.
Elon made another briliant chess move!
😂
As far as the "Active Driver Supervision" warning goes...don't they still need to place "Coffee is hot" on containers??? IJS
Even if no one purchases FSD after their free month. Should be a great boost in data, more edge cases overall. And a majority will be more cautious just because it’s a new car.
Just in time for the Easter family gatherings
I thought it takes 50 miles of driving to calibrate the cameras. How is that a short drive?
Existing fleet needs calibration
It is short compared to any arbitrary longer distance.
@@swhbpocl you think customers are going to want to sit in a test ride for an hour or more? This ride should be 10 minutes max. And the customer should be allowed to refuse.
Typically takes 20-25 miles actually.
Tesla needs to stop selling FSD. Tesla should have different types of FSD subscription plans including monthly personal, monthly commercial, and per mile.
They don't need to, but they could. Choice is good.
Tesla FSD for a fee. Mercedes heated seats for fee. A level playing field.
Haha. The contrast.
Ive had auto pilot auto steer for 6 months. If i lost this function they can keep every car.
This is more amazing than the mere awesome drivability of my model S. If i loos it, i will loose it big time. ❤❤
So you are incapable of keeping your car between the lines? Probably shouldn't have a license. And the word is lose, not loose.
Lol are you raging because someone is enjoying a car? 😂🤡
By your own dumb logic you must be incapable of socializing because you're typing rather than talking.
Doesn't make sense, does it? @@darylfoster7944
Personally, I enjoy driving my jeep. Manual transmission and fun to drive. That is my lane and I am happy, thanks.
But you need to comment. How happy are you, I wonder??
@@markthomas7279 as happy as the people who comment that they want to sit in the back seat
SMR .. thanks. What is your guesstimate of revenue if monthly subscription is lowered to $99? How much elasticity is there in the take rate ? 🤨🧐
50 years later: They got 2 more years in prison for driving a car, putting everybody else on the roads in danger.
Glad I'll be dead by then. The only way I'm using FSD is if I go blind.
That would be globalist marxist dystopia. U dont want that
Good vid
Another epic moment in the history of the automotive industry - a fact that is way above the heads of mainstream media and most "traditional" analysts These milestones will eventually be referenced in future pointerts to the historical record, but as of now very few of us appreciate the significance.
I wish I had this when I picked up my car 3 years ago since i purchased the FSD package
Does FSD work on roads with no traffic lines or markings?
Yes, watch some fsd b12 videos
I bought my Model Y back in 2022 with FSD. Why don't I get to try out the new software? I have already paid for it?
According to Elon every car that can run it will get the free trial. Even the cars already sold.
I wonder if Gary the Trader has started panic buying.
Aw come on leave Gary alone. He’s a great asset to the tesla community
Can I then expect my languishing v11.4.9 to finally be updated with all currently non-FSD cars next week?
Possibly but only you know your circumstances.
This is definitely going to boost margins sooner than expected.
Just had my first drive of FSD 12.3.1. What a huge improvement from FSD 11, which last Sunday tried to kill me at a simple left turn at a traffic light. Version 11 had a 95% failure rate at that light. Today, not only did V 12.3.1 execute the left turn perfectly. Indicated lane change well in advance, didn't cut the corner or overshoot the corner both of which result in massive steering wheel jerk. It's not perfect, it dawdles and drives too far to the right in its lane. But V12.3.1 is a significant improvement.
I was thinking about most of these ideas earlier this week it seems there are no new ideas left with this AI stuff. I have no idea if I'll be able to catch up with what's already going on
I'm still looking for the rabbit. I have FSD 12.3
I love how you mention JerryRigEverything
They got rid of the cameras calibration requirement?…
Most people still think electric cars are slow , Tesla could run a commercial with the Cybertruck pulling the Porsche / beating the Porsche .
*Slowest 911* cool bro
SMR doesn't understand Brian K because he is thoughtful and reasonable.
My daughter turns 6 in a few days. She likes to "drive" the Tesla to the mailbox. Sadly, I don't think she'll ever learn to drive for real. But she'll be much safer when cars drive themselves, so there's that.
When will the free FSD trial happen? Is it happening now in NA?
NVM this week, lmao.
V12.3 is mostly interventions for me, strolls below limit. Hardly any disengagements now but there still are some. For example I need to turn left but it wiggles between turn lane and straight through lane(🤷). Overall though it is at the point I'd rather use it than not. This is the starting point where mass attention should be drawn to it. It was not 11.4.9 which was too finicky. I hardly ever used FSD off freeways on 11.4.9 because I was constantly disengaging.
Rant below, probably pointless to read haha.
Matter of fact V12 needs to get to freeways ASAP. On drives that go on freeways have the highest number of disengagements. I honestly believe it isn't actually 11.4.9 but maybe like a shadow update to 11.4.10 or something. It's a bit better but man is it frustrating how it never wants to auto lane change. I the driver hit the blinker on an open freeway and it just blinks, highlighting lane but does nothing for a mile than just turns off blinker. WHAT?! So now I just treat freeways as basic autopilot. Blinker, wait a few seconds, then I press pedal (F*** 1 pull FSD) and turn the wheel disengaging, once change complete return to FSD. I get a lot more testing is needed for safety at 55+mph but man do I hope FSD V12 shows it's capable of taking freeways soon.
This suggests immense faith in FSD
There must be some reason behind the timing and now that v12.3 is so good with the new software/AI stack
That a lot more data coming in to TSLA (if there’s a difference between data from an active FSD user and non-user).
I think at time 07:58, all the monthly and annual costs shown are 100 times too small.
What if the customer absolutely refuses the test ride? Will they force the customer to go as a condition of receiving the car?
Common sense prevails I would expect.
@@markthomas7279 the "mandatory" part was unclear
For $12G does FSD stay with the car through next owner ? Or does it stay with purchaser to next car?
No one was shocked and channel blocked for the use of the term.
I'm driving FSD 12.3.1 and I've driven all the FSDs for the last 2 years and this one's great but it's still not going to impress skeptics. It's still makes way too many mistakes
When will we get 12.3.2?
That construction would have been handled by my V10.2 I got in 2021.
Nah. You’re lying!
@@dialy1 no, it's true. Going straight hasn't been an issue for a long time. FSD 12 is a big improvement, but that was not a glowing example of the update.
I bought a Red Bull from a vending machine and got some gross energy soda, and not a red colored male animal. I must warn the media!
I want to see the results of this free month trial. Guess we will need to wait until May 01 to find out if people love it or not.
I'm all for this idea, as long as the Tesla delivery person is the one monitoring FSD. Wow, I need to try FSD in my Model 3 with the one-month trial.
This means more used vehicles in the future with fsd
I paid for FSD 2 years ago. Why am I waiting for this update?
FSD has reached escape velocity. LFG!
Tesla employees doing handovers are not sales people. Im not certain they are comfortable in that role.
Its clearly a product demonstration that has nothing to do with the car being an ev.
The whole Tesla fleet in USA is not hardware compatible, so you need to make sure your 1 million fleet number is adjusted.
I don't think that selling FSD subscriptions on an $/time basis is optimal. I think $/ride would work better.
So instead $199/month, where you might have needed a ride that started a subscription, but then don't need a ride for a while, instead they do $199/30 rides. Or a $/mile model might work better, to a larger amount of people spending money.
Sounds like FSD sales are slow
They've always been slow
I think FSD has never been sold. It has been sought out. This was the right strategy. NHTSA would have intervened had this been done sooner.
It's going to be very interesting, if there is a big uptake in leasing fsd software the shorters will not like it.
Landscape dude.
Someone tells me "I'm not going to hand over the car you just bought and paid for... until you get in and we go a trip"... I'm giving it a *HARD* pass.
You don't get to hold my product hostage, and expect me to not be pissed off to the point of demanding a refund.
Do as you will. It's freedom of speech /choice. But you are being a bit of a dick.
I agree. It should be mandatory that they offer the test ride, but it shouldn't be mandatory for you to accept. Like super sizing your McDonald's order.
Honestly, as someone who's a fan of Toyota and Tesla.
It's hard to pick between a 4runner and a model y so I got both for obviously different reasons however I wish tesla would tackle the off road markets for under 60,000$ but I also understand its a niche market
I think the free 1 month FSD will do wonders for the take-rate, but I'm not so sure about the mandated test drives logistically
They need to put the active driver supervision sentence in CAPITAL, BOLD LETTERS. Too easy to skip over as not important.
Q3 ER will be off the charts. Stock will go past $300 by October. Just wait...now is the time to load up as much as possible.
My car has been trying to download fsd v12 for over a week. Now I see why the servers are overwhelmed. Let's hope the 1 month starts when the software is installed and activated because it's going to take weeks for the entire fleet to be able to pull it. Go go go!
Weird timing. Why do this right at quarter end when Tesla usually want to maximise delivery efficiency?
I think this is a great move. But also wonder whether it is designed to create an excuse for (relatively for Tesla) high levels of inventory at the end of Q1
i just bought tesla shares
What would a robotaxi do in a car jacking/robbery situation?
Nothing. Because it's stupid
It won't drive and you cannot drive it without paying it to drive somewhere
@casperhansen826 I was meaning, if you was sitting in the robotaxi , alone , and someone tries to rob , or harm you , would the robotaxi run over the robbers / attackers? Or would it stay stationary while you are getting robbed or beaten ?
@ryanstewart5077 Artificial neural nets are just not equipped to understand the nuances of human/psychology and behavior.
The first one's free😂
The latest update is definitely a big improvement. For me, I'm not comparing FSD to the previous iterations, but to perfection. Because that is what it has to be. It made a few mistakes like going over a curb... Kind of like small forgivable errors that a new driver might make. But, it couldn't find its way out of a parking lot on my last drive. It then pulled into a parking spot and gave up. I will go back to that parking lot and retest a few times. If it learns to navigate it over the next few weeks or month, then I will definitely say this is the breakthrough we've been waiting for. If not, I'll remain skeptical. One thing that is good but potentially troubling is that the speed that it acts and reacts is pretty fast. Great because that is what is necessary in a true FSD. Potentially worrisome because even if you are paying close attention with your hands on the wheel, foot ready to step on the brake or accelerator, if it makes a mistake it could crash before you can intervene.
12k lol.
I love this idea but I think there may be a problem. It takes approximately 50-100 miles of driving to calibrate the cameras for FSD to become operational. They would need some dedicated vehicles to demonstrate FSD before handing over new vehicles to customers. Not sure how realistic this is.
So make the test drive in a calibrated demo car of the same type😂
@@swhbpocl that's the obvious solution. No customer is going to agree to a one hour ride. Elon specifically stated "short test ride". To me, that means 5-10 minutes.
The mental gymnastics for self driving vs autonomous, words don’t mean what they mean…
And what is a woman?
@@markthomas7279Sex wise or gender wise?
I like the idea of a free trial cause that's a low cost investment.
Very skeptical of mandatory FSD trials before delivery though. Tesla bears will probably say this is a cover story for bad delivery numbers later. If 1 million FSD demos are given before delivery and the take rate is still 1%, each demo takes 20 minutes, and the sales staff's pay is $24/hr, that costs $8M which means it'll take 4 months for that investment to pay itself off if the customer subscribes to FSD.
Also curious how much of a bottleneck that will be on the delivery pipeline. Tesla currently employs strategies like parking the car in a car park and letting the owner pick it up so the delivery process is very horizontally scaled. Enforcing FSD demos reduces the concurrency of deliveries to the number of sales staff & timeliness of customers picking it up. No hard numbers but that sounds like a MASSIVE bottleneck.
Fair points. I think increasing the adoption rate will increase the data collected and accelerate improvements to the system which will have a knock on effect for years to come. Hope the trade off is worth it.
You should expect about May 1, 2024 an announcement from Ford that starting Ford vehicles will have the correct cameras and wiring installed to allow them to work with Tesla's FSD software. Retrofit kits available after . Then the questions are: will Ford customers be able to buy FSD from Ford for their Mustang, or must they buy it from Tesla? will Ford drivers be able to subscribe to FSD from Ford or from Tesla? I expect to see Jim Farley and Elon Musk to work out some very creative and customer centric plans!
It would all go through Ford, then they can make a mark up
I had “FSD” for free for a while 3 years ago. In Sweden. Complete joke back then. Still is I guess in Sweden and Europe (and rest of them world, except NA) But it is so far only 7000USD. Sooo, for Europe, when to buy? I guess I buy it as soon as they rise the price…😅
It's beneficial for Tesla to let 12.3.1 to be used by everyone for free so it can gather more data for when they work on 12.3.2/3 releases. Gather up those edge cases!!
It's not hard to drive people.
FSD stands for Fun Sexy Driver. Why are people mad about that?
I don't think that the monthly FSD roll out will create more customers I live in Canada I have FSD and over the years it has gotten more capable but the nag has made it so I literally do not use it anymore it is far too annoying so I understand your thought process of more people exposed to FSD will result in more customers but I'm telling you FSD has been almost ruined
double efficiency, half the cost, surprisingly, simple change, no-one is interested in :-) got to wonder why? For sale to highest bidder, if it checks out and is implemented under any permutation, no excuses, like "oh we knew that already", answer is "then why aren't you doing it that way? "
Love seeing FSD improve every few months...as it improves, haters will continue to bark that it's unsafe...but it will get to the point where it's better than human drivers.
Better than a human driver is fine for L2 or L3, but that doesn't cut it for L5. Actual FSD will require near perfection.
Hello! Tesla couldn’t do this 1 month trial of FSD before March 2024, because FSD wasn’t ready before version 12.3.1 Before this there were too many edge cases that weren’t smoothly solved. Too many times it would try to proceed through a red light after stopping, but before the light changed green.
There are still edge cases. The test ride is going to be done on a prearranged route, where there's literally no chance of a screw up.
Does it implies that all the cars getting on/off the cargo ship from Shanghai will no longer need a human?
I mean, at a private and closed property, FSD should be able to do that…
nice
There is only one problem with this: calibration of FSD!!! 50 miles to be done!!! Do the customer wants this? Who pay if an accident happen during the calibration? How many extra employee need for this?
Yes. Everyone wants.
@@markthomas7279 Not the FSD!!! A 50 miles used car!!!
They can do the test ride with demo models.
@@darylfoster7944 Sure... I am there to put my hands onto my new car I was waiting for.... than do a test drive before. 😀
@@markthomas7279 A 50 miles used car for a new car price?
insane
Farzad did a great piece on this. Exciting!
In curious to see how crazy good FSD is right off the bat when they launch the beta in Europe and china…… they can spend the meantime training the dataset with simulations unique to roads in these regions and unleash the beast :))))
Ummmm, Tesla FSD is not LEGAL in EU.
most EU owners buy EAP+ or use FREE Autopilot.
@@markplott4820 not like that’s gonna last forever, this is a technological inevitability. Also notice I used the word WHEN
I just want my car. I don’t want to do a test drive 😞
It’s a small price to pay to help permanently delete stealerships and advance the goal of this life saving software.
I doubt if they will force you to take the test ride if you refuse.