Tesla's Increasing Nvidia Demand / Major US Charging Deal / New Tesla Product Variants ⚡️
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- Опубликовано: 13 май 2024
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===================================
00:00 - FSD Promotion
1:31 - Product Variant 1
2:45 - Chile
3:44 - Product Variant 2
4:39 - New FUD
5:08 - 216 Hours
5:29 - Tesla Product
5:45 - Druckenmiller Story
6:43 - Other Side of Elon Actions
7:21 - Tesla's Nvidia Demand
8:21 - Lol China
9:15 - Polestar
10:20 - Ford Targets Tesla
10:51 - Ford Investigated
11:23 - BYD BESS
11:49 - Major Charging Deal
14:32 - Berlin Protest
14:55 - Tesla Stock Today
===================================
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WARNING: sorry if the transitions are loud...I didn't realize until it was too late somehow, apologies!
I dunno, I kind of liked the deep *whooooomp* of the loud transitions 😅
Unsubscribed 😂
Your my favorite Tesla news source , hands down. Top info delivered professionally clear and unbiased. Ty for all that you do. Much respect.
IRri subscriber and fan.
I didn't notice, maybe too hard on yourself. 😉
No worries
Seniors reach a point they should no longer be driving FSD will keep them in their own homes for years longer. Because this is not a one off a huge amount of people can live in homes longer. Improving their own lives and their families.
FSD supervised must be - well - supervised. Supervision only makes sense when the human driver is better than the auto-driver, is competently monitoring the system and able to intervene within 1 or 2 seconds - therefore with hands on the wheel and eyes on the road. As Dillon pointed out: those people unable to drive safely must not rely on a Level 2 system. Otherwise this Level 2 system may cause more accidents, hurt more people and cause additional injuries and damage, all of which the senior then is responsible for for not using the Level 2 system correctly. We are far (likely many years) from the point, where Tesla accepts its liability in a Level 4 system and drives elderly people around in a Robotaxi like fashion. The renaming to “FSD supervised” should have made this clear, even if it is still a misnomer with the "full self-driving" in it. Better name would have been: "human-supervised automated driving".
For the heart attack, getting assistance quickly is literally life or death. An extra 15-20min waiting for an ambulance could have easily been enough to end it. Not certain on the timeline, but no one ever is.
Of course, if he hadn't made it in time, the Tesla likely would have come to a stop on its own without injuring anyone
I see where you're coming from but V12 definitely needs supervision. Twice in 5 hours with clear sunny weather and clear cameras my car a 2021 M3 almost rear ended two vehicles on separate occasions on 12.3.3
Agree. My main complaint is that FSD follows too close; makes me uncomfortable.
I disagree. Call 911, how dare you assume what is "extra time"? This guy had a mild attack, if it wasn't he would've been dead. Don't be silly. NEVER do what this idiot did. The ambulance has what they need to save his life on the spot so wouldn't be "saving" anything but you'd be risking the public' safety because NO car can drive itself past level 1.5 let alone level 3 and 4. 🎬
@@cuda426hemi "I disagree. Call 911, how dare you assume what is "extra time"?"
And you are assuming there wasn't any?
"This guy had a mild attack, if it wasn't he would've been dead."
So?
"Don't be silly. NEVER do what this idiot did. "
Never take actions to save your own life? You don't know the circumstances of this. In many situations this could have ended up being the best choice. Calling people idiots without knowing the circumstances is a pretty stupid thing to do.
"The ambulance has what they need to save his life on the spot"
Sure, if there is anyone nearby.
"so wouldn't be "saving" anything but you'd be risking the public' safety because NO car can drive itself past level 1.5 let alone level 3 and 4"
Nonsense. Many different models classifies as level 2 in this silly autonomous grading system. Tesla also have the best autonomous system in the world. With that being said. You still don't know the circumstances surrounding this story.
@@yourcrazybear Level 2 is not good enough and even Level 3 requires human control so no, you are wrong and I stand by everything I said. If he lived past his initial attack he saved NO TIME by driving foolishly rather than calling an ambulance. "nearby" lol? So where is he going? You are so out of gas and you can re-read all the reasons why if you are slow. The guy was a MORON and lucky he didn't kill anyone.
Calling 911 means delays. The operator will be asking tons of questions. He was able to get to his car. So we are not sure if the 911 operator would have made the decision to send the paramedics. By the way, this also assumes that there is a unit available and the ambulance will not experience any delays. The patient considered it an emergency, so let’s take it at his word.
Agreed.
I had a family friend who did call the ambulance....it took 45 minutes to arrive. Fortunately, he ended up being ok. But I can see how someone could easily die waiting for the ambulance.
I have a friend whose insurance didn’t cover the ambulance ride and he had to pay $1,200. I may trust FSD for that situation if I coulda sort of pay attention
I can see how Tesla could revolutionize the ambulance business.
The first thing would be building an ambulance basted on the Cybertruck.
Those vehicles are heavy , but have to drive fast and safely.
Cybertruck with a fInal FSD might be perfect for that.
Eventually it could have Optimus paramedics and be parked waiting distributed about a city.
Optimus can wait patiently, while humans can't.
For a heart attack, getting the patient fast into the ambulance and treatment there.might be the most important thing. But Optimus would be able to tell the hospital what's incoming, so they are prepared for it.
Someone in the Healthcare business should take this idea and run with it!
I'd rather have the risk of FSD doing it all than risk of person dying for the wait.
(lost a cross the street neighbor due to low magnesium crisis related to other issues, he died in his chair last yr. in his 50's, easy save had he been tended to)
@@Mrbfgray "I'd rather have the risk of FSD doing it all than risk of person dying for the wait. "
Yes. It's also better that FSD is assisting the driver than the driver handling everything on his own.
Dylan, love you content. The honestly is on point.
The “Locked in Tesla” video comment “it’s almost like we’re living in 2024” is a keeper.
Love the Druckenmiller story!
He saved about 2k by not calling the ambulance. Couple years ago, I had to pay that much for about 10 miles to the emergency room. My health insurance was not covered. 😢
It's so odd. I've never seen a bill for an ambulance.
@@Dularr well they are free if you have no ID and you OD on the sidewalk lol
@@Dularr I've had two cases where the ambulance did not accept my insurance. You only find out later. Can't really check beforehand.
I'm a senior citizen with Medicare and Medi-Cal and they still billed me!
Free health care (at the point use) in Europe for the win.
If he had called 911 instead the ambulance ride would have buried him in unbelievable medical debt
What? The average out of pocket cost for an ambulance if you have insurance is $450.
You pay for an Ambulance 😮😊@@darylfoster7944
Eh, think the average ambulance ride is like $1500. The fact that he was admitted to a hospital is probably a minimum $10,000. He's probably going to hit his annual out of pocket maximum (usually ~$7000) if he has a bit of a stay like someone who had a heart attack probably does.
Best healthcare system in the world baby! /sarcasm
(or he didn't have insurance and is financially ruined)
@@tHebUm18 it is the best system in the world. Low deductible coverage is a waste. The purpose of insurance is to keep you from going broke. Paying a high deductible once every 10-20 years isn't that much. And the average ambulance ride is $450, not $1500.
@@darylfoster7944 If by best you mean the worst of any developed nation. On the whole, US healthcare outcomes are terrible compared to other developed countries and we spend more than double for those terrible outcomes compared to other developed countries. Not even to get into the enormous amount of people who don't seek care before it's an emergency due to cost.
Health insurance is a massive grifting white collar jobs program with 20% profit margins and millions of unnecessary workers making unnecessary complexity that every health system and employer in the country has to hire many folks to deal with. We could have Single Payer coverage for what we just pay in premiums, let alone any cost for the care itself.
Also, Google says the average ambulance ride in the US is "$940 to $1,277" from 2020 data (see: pre-inflation spike) from a non-profit healthcare research firm.
India vs. China: decades, if not centuries of past-based animosity, ongoing border issues. Not surprising. They have issues.
I don’t see why Tesla would have to expand its portfolio. Not everyone drives an electric car. It still only has a small part of the total car market. These “experts” seem to think that there is some kind of “EV” market and then a separate car market.
One car market and it will be all electric in the future, there will be no alternatives unless something even better comes by, and it's not hydrogen nor synthetic fuels
They still doesn't understand that the transition to EVs have begun it seems.
@@yourcrazybear
Just slower in the US because of all the FUD.
Keep up the great work D! Thank you!
I’m just surprised I’m not seeing this news about the man who drove fsd to the hospital helping saving his life
What an incredible story, I've saved a few lives in my life, war and now elderly (I'm one), but now to have a friend (Tesla) like this doing the same, saving people, makes me confident about the future and especially about what is happening in our societies on a large scale, neglect/negligence (personal, social). I don't drive a car anymore, I 'drive' a trike, well, two of them, both with weak assistance (250W). It keeps me healthy, so it's an option for anyone over 70 who doesn't cheat at golf.
A cool feature Tesla could offer in all its cars, regardless of whether FSD is enabled, is autonomously driving to the nearest ER in an emergency.
And maim somebody in the process? I do agree that such a feature would be great once FSD becomes a viable product.
Another wealth of good information, thanks Dillon!
One of my contentions among friends is that someday self-driving cars will do exactly what FSD just did for that guy. I do hope Tesla has emergency functionality at some point so even vehicles without active FSD license can drive people to the hospital autonomously.
Yesterday I sat in a Highland model 3, the design is very beautiful, overall an extremely good value for the money.
Thanks Dillon
Model Y LR-RWD…. the reservation I placed in 2019.
Would be nice to finally get delivery.
Thanks!
I would suggest the on going border conflicts between India and China are the majority of the reason India turned down Chinese proposals.
China and India are getting closer. BRICS (Brazil, Russia, India, China, South Africa) is growing. It now includes Egypt, Ethiopia, Iran, and the United Arab Emirates, and there are a bunch more countries asking to join. Elon is respected everywhere except America. :)
Will IUC be using NACS connectors?
How about FSD linking with the Apple watch automatically drive to nearest help.
Are the IUC going to be able to use NACS chargers?
I am one of those people that will probably buy a Tesla BECAUCE of Elon!
I'm not going to argue about it. But there is a reason why we don't name streets and cities after living people. They may go rogue and turns out to be predators or something worse. For me, Elon is meddling too much with politics for the sake of arguing. He is hurting the cause and Tesla. He could be like smarter people, work behind curtains...
Amen! Elon for president!
@@deniszorc9210 LOL, #MAGAmoron
I'll buy a Tesla because it's a good car and I wont buy one if it isn't. Really couldn't give a stuff what the CEO of any company says or any of their employees.
What specific political opinion of Elon’s do you disagree with? At least I don’t think having the opinion that everyone should free to express their opinion is a political opinion… at least not in a functional democracy…
My wife and I are in mid 70s, own several Tesla and SpaceX products. The point about fsd being very useful for us as we age. In rural Maine ambulances aren't as responsive as in metro areas so point well taken although like you am not so sure about the "save". Trying fsd on a dense population area and it shows great promise but like anything that difficult it will need refinement iaw my engineering/aviator brain.
15:00 Come on Dillon, anyone who understands Tesla know Lucid is only carrying on due to backing by the Saudi Wealth Fund and Rivian is a coin flip for survival. That said, I'm still hoping for TSLA going lower after Q1 earnings--the FSD progress has me more bullish than ever and this short term noise is gold IMO.
I couldn’t agree more
Hi Dillion love the show watch daily . You should include canoo As well . They show promise . Just my fyi thanks
For self driving subscription per month is $99
Hey Dillon, I think it's awesome that you like golf. What clubs do you use to play? And thank you for all the hard work you do to put these professional videos out.
I love golf myself, enjoy.
What Is a "redemption notice"?
Concerning the charging proposal, the most cost and profit effective system would include industrial battery systems to tie into all usage at the shopping center/ office building/ parking deck so the battery can charge from lower cost times or installed solar power and sell the power to not only EVs but also the building itself at a higher rate. Since power is billed out separately as part of a Triple Net Lease, it would add to the utility of the service. One time the office building I was HQed in had a power outage due to 104 degree temperature. Having back up power would have come in handy.
One of the several reasons I bought a Model Y was Musk's stand on free speech on X. It wasn't the only reason, but it was the icing on the cake.
Pity he has not lived up to those ideals.
Cancelled Don Lemon
Suing folks/organisations that have criticised x/Musk who have called out the those lawsuits
@@skip181sg "Pity he has not lived up to those ideals."
On the contrary. He have done a good job.
@@yourcrazybear Twitter is over run with bots
Russian disinformation
And Elon keeps retweeting posts that are conspiracy theories that he knows nothing about
It’s a cesspool of humanity
MC Cube-T lol.
Thank you as ever! Great analysis re FSD/hear attack incident & China's Global News.
Odd. I saw Teslas in Chile when I went last year.
probably private imports.
LOL. $1500 to switch from a Tesla to an F150. You have to be kidding. People that drive a Tesla because they want to are not going to switch to an F150. Totally different ride. (Disclosure I own an ICE F150 and it is great for it's use). This is just more goofiness from Ford.
Is it just me or does it seem BYD and CATL are moving a lot faster in battery advancements?
But did FSD crash?
IUC is a little late to the game - Evercharge has been doing such installations since 2015.
How did the sick man give the instructions to the car to be driven to the ER? How did he get through the entrance of the ER?
If you can't supervise, it shuts down full self driving.
your totally right about china-India, excellent job
Love me some Masters!
HEY! HURRY UP WITH TODAY'S VIDEO! WE'RE ON THE EDGE OF OUR SEATS HERE 😂
hahah there was a lot going on this weekend! and naturally the upload times were horribly slow tonight as well
Notice cautious language from Elon and Tesla. "FSD helped", not "FSD drove". Tesla lawyers tutoring teams and Elon. 😉
Tesla, get with the competition, PW 3 needs intelligent load management and a generator in connection...Franklin has had it for a while. Don't get me wrong PW3 is a lot better but it took eons to get the PW3.
Polestar should really consider trying to conquer Mars if they want the same success thst Tesla has
Fair interpretation of your headline story about the guy who used FSD to get to the hospital. It’s still Supervised FSD, until Tesla is willing to take on the liability risk and/or regulators approve it.
Might be a stretch to saw India is welcoming Tesla with open arms when they have constantly refused to offer anything to Tesla over the last few years hence no factory.
Calling 911 is a significant delay, always. It's not like they are instantly in your garage.
So sad to see Ford scarping the bottom of the barrel.
MC Cube-T is my new stage name
I started this RUclips video and now I can't get out. I'm running out of air
Druckenmiller great story 😂
I don't think Tesla and BYD are competing, they're both competing against legacy transport and energy. Wang Chuanfu and Elon Musk are remarkably similar and they're both acing it.
Perhaps the FSD could recognize a medical emergency, put on a hazard flash pattern that could be recognizable, call a remote supervisor and head towards the nearest emergency facility at a safe speed
She isn't sweating.
When in a life and death situation, it’s your life you make the decision.
Waiting for Tesla to bring PowerWall to India more than the cars!
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
The stock market can appear as a bewildering cauldron of fake news for new investors. I would advise using a CFP, giving him/her 2/3, and then investing the 1/3 on your own, but only if you have time to track stocks and educate yourself.
robo ambulances: back gate opens and strap the patient in a bed that robotically conforms to the size of the patient to stabilize movement and to permit sensors to give advance telemetry to the emergency room, perhaps an optimus to do chest compresses?
Still faster to just drive the patient to the hospital.
Robotaxi with Optimus?
*Shout out to MAXPAUL!*
Dillon, love your news channel.
On the Elon/India business, it's worth remembering British Commonwealth connections. The British Raj was the underpinning of the modern Indian state. English law, English schools, English thinking. Elon is South African, and I'll bet he is very aware of the commonality, and this factor also means the Indian government will bend more towards Elon because they recognize he's not a sociopath. He's genuinely there to help.
I think we'll see Tesla building a factory for the $25,000 car in India. A Robotaxi service would be wonderful for Indians, because it would be very inexpensive, and if Tesla have any brains, they'll recruit taxi drivers to be owners of their Robotaxis. It will make the unemployment issues moot. The rest of the current Tesla models could be imported from China. If the Chinese market warrants it, Tesla may design a car in India. There's a lot of talent in India. I can see Tesla becoming a very important pillar of a new Indian tech sector.
Hertz running ads to promote Tesla rentals: a good friend of mine was renting a Model 3 from Hertz in California to drive for Uber. He is very Tesla-smart, so the fact that neither Uber or Hertz had a flier to tell people about the fundamentals of charging meant that for newbies to Tesla, the whole process was a nightmare. It would have been easy to help new Tesla drivers with information on charging. Both Tesla and Hertz lost a huge opportunity to educate renters about EVs and make the charging process seamless.
This underlines Tesla's amateurish marketing team. Where they interface with the world of Tesla users, they're not thinking about the problem of educating customers one at a time.
I've used national campaigns to teach people about products, and my approach was always educational. This is the best way to remove FUD and fake news.
Elon probably needs somebody on his staff who has done a complex high-tech hardware and software startup, from product conception, design, manufacturing, quality control, marketing, sales, and long-term maintenance. I've done that in the past building my own company into a national presence, and it's a real-time job. .
But right now, this is where Tesla is failing. It's not enough for Tesla to say Reuter's is lying, there needs to be follow-up and information management systems. AI would make this job a delight.
And I'm sick of fake news around Tesla. I'd clean that up very fast. I'd start suing people, probably using the RICO laws. 😅😅
Even if the first part wasn’t true. You can still have the manual release for when you lose power. Is this the same girl with the video trying to put gasoline in a model3 charge port?
India certainly has skilled workers... engineering wise
Thank you for the Druckenmiller piece. All analyst that don't do their homework and still call this a car company should be fired by banks.
As a shareholder, I am against going into India. The risk to reward ratio is very unfavorable. There are too many things that will go wrong and over which Tesla will have no control.
EV Mr D ✔️🖖🌎
Should you be driving when you're seriously ill? Certainly not.
Tesla needs a health watch to activate autopilot to the hospital.
I'll not bore y'all with the details, but I could, with regards to the unreliability of calling 911 or an ambulance. Just know it's not a magic solution.
👍👍
Let's hope Tesla chooses the Pune area for its factory. And works out a way to get vehicles on ships with our rotting from the humidity of Indian ports.
My thoughts FSD (supervised)…
Transferable, any vehicle anytime.
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-$99/monthly Subscription. (base price)
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#Tesla
#ElonMusk
FSD Supervised doesn’t save time, reduce attention requirements, or lessen liability, and claims of increased safety are difficult to demonstrate.
FSD’, in its current form at $199/month, is gee-whiz software for geeks and the wealthy.
To achieve at least 80% adoption, FSD Supervised needs to be priced at $49/month.
Anything more, and most owners will simply pocket their money and continue driving themselves.
And if Tesla can’t achieve mass adoption within its OWN fleet, you can forget licensing deals to other automakers.
Don't put too much STOCK in STOCK prices.
He mde it to the hospital quicker than help would have arrived.
Before you do anything chew an aspirin tablet even before you call anyone. then get in your tesla
More like 4-6 aspirin. Ain't gonna hurt.
I'd have to disagree with the "small minority of buyers" description when describing Elon's negative PR effect on possible new purchasers. I've followed Tesla since the beginning and I am a fan. However, when discussing the product with others the overwhelming reason I've found that steer people away from the brand is Elon Musk. No other person could have got the company this far, but this is a new day and his public comments and rants of the last 3 years are obstructing the mission of Tesla.
BYD also said they will take about 90% of the Indian ev market just recently. They are bringing another big investment plans to india (most likely will get rejected, again)
India will never allow a Chinese company in.
@@billweberx haven't heard 'never say never'?
@@chinmayau Hearing it doesn't make it so. India and China are enemies. That's not going to change.
If a person truly believes in the product would they purchase several Teslas and put FSD on them and just keep them until Tesla solves for FSD and then sell them at a huge mark up?
Perhaps FSD should be free, for those not already paying, when the car detects an emergency and takes over. Similar to phones working for 911 calls even if there are no minutes left.
Tesla should build a factory in India only for the domestic market. It will give them the tax benefits they need to compete with others. However, to export, it can’t match China’s efficiency. Maybe it will be useful if there are geopolitical issues with China.
No excuse for Tesla stock drops because Lucid is augering in, etc.
Look at the bigger economic picture. Biden is running huge deficits (about $1 trillion every 100 days, close to the amount of the total tax take) interest rates are through the roof, inflation continues to run close to 4%, and without that injection of money, the economy would tank. Watch the All In Podcast.
Tesla should be making it's own chips not buying them from Nvidia.
Hell, son- you just bought your first EV but have been commenting for years.
In the end people will buy the best car for the $ and for a lot of missions that is a Tesla. That is the way it worked with Imported cars after WWII. Many people me included will buy a Tesla because we are fans of Elon and his companies.
The guy who used FSD also probably saved himself a couple of thousand bucks by using FSD (remember, this is America we’re talking about. No dire healthcare emergency goes unprofited from). Not to mention getting to the hospital faster.
Invisible Urban Charging with their invisible hands in my pocket, removing rent money to pay them and the property owner money I don't want to pay them. Far better to not have a rent seeking middle man scam. Just install batches of Tesla wall chargers. At cost operation and the HOA or property owner can deal with distributing the demand charges correctly.
I spent time looking at charging in a 470 spot parking lot for a condo. These rent seekers are to be avoided. Tesla chargers cooperate in batches of 16. You can just install batches of 16 till you are done.
Dillon, I’m a fellow golf enthusiast (actually I’m a PGA Professional) and I have been taking advantage of the generous complementary entry to The Masters for PGA Members the last two days. If you want, I’ll send you a hat! Reply if you’re interested. 😃
6:37 - How many consultants or financial analysts make analyses of the defense and military industry and never have launched a rocket or a missile, nor driven a tank or a submarine or been pilot in a fighter jet, nor have first-hand experience in a war region? Even with Model 3/Y being consumer products: this makes very limited sense. Driving experience is very subjective, and what one person will like, another one will dislike. Let alone, that you then also need to drive the competitors. It is hard to judge a future share price of a company by subjective product experience.
Factory in India is moronic. Even worse than Germany….😂😂
Thailand & Eastern Europe are no brainers.
Only people who has never spent any time in India don’t understand this…
But then again locating to Germany was incredibly stupid.
Another great informative video. Regarding China and India, yes, China is VERY salty when it comes to collaborating business ventures with India. The past records show some questionable decisions by India, after Chinese firms had successfully setup in India, forcing the Chinese out. (and leaving the factories behind). One just has to look at the past dealings with Xiaomi, Vivo, XTC, where they were ALL SCREWED by India after investing 100's $m USD. IMHO, Tesla must beware of Modi's support for local oligarchs, above any non-Indian partners. The amount of sway, wielded by the likes of Adani, and Tata (for example), is enormous. Chinese EV makers have probably dodged a bullet by being with held permission to enter the Indian manufacturing market.
Calling 911 has a very high threshold for Americans fearing financial wipeout from ER costs. I'm also glad it worked out, but sad about the circumstances and hard choices.
Mandates drive emotional vitriol against EVs, it's the only good reason to appose them in general.
Forcing the issue is doing more harm than good.
what is the other side of the story Dillon?