Tesla's Biggest Bet Ever
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- Опубликовано: 17 апр 2024
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When the public hears zero interest loans..LOOKOUT!!!
Robo taxi and FSD is a paradigm shift for auto, if you make car with out FSD type feature you will not be able to sell many! If you dive 1 hour a day you might be able to get back the hour if your car has fsd, time is the most valuable thing in the world!
All that has to happen on Aug 8 is one customer steps in and buys the first year’s production of Robo-Taxi. Then Tesla can get on with the retail business with the model two. There is too much small think in the audience.
The point about steer by wire is vital. That makes it so simple to add or remove a steering wheel during production. Easy modularity.
Part 2? Jeff abruptly cut off. I could listen to Lutz all day long. 2 hours flew by.
Jeff has the experiences that reflect the consequences of move or die. Thanks for that perspective.
Im starting to doubt robotaxi, questionable on how many will even use it. Just do energy, license fsd and release compact car.
That does seem simpler. Then when the software is good enough cranking up robotic fleet. Dramatically reduces risk
@@bpo6955 - Tesla isn't a company fixated on 'reducing risk'. Tesla is a disruptive innovation company. Robotaxi, over the long term, will be massively disruptive. Thing generation. Kids born today will never own a car much less drive one themselves...
Unsure why people are doubting FSD right when we're seeing progress accelerate exponentially
As far as robotaxi is concerned, the elephant in the room is litigation
Your comment just reaffirms my belief that people are walking around on this planet with their eyes wide open but completely blind.
Right now FSD is demonstrating the ability to accelerate its learning capabilities to such a degree that it would be astonishing if by the end of summer it is not better than 99.99999% of all human drivers... What the hell are you talking about??
Further robotaxi is a service. Is something that if it were to hit the streets and provide a subscription to customers whereby I can get charged 30 bucks a month for unlimited robotaxi service within the five boroughs of New York City? I would sign up immediately.
I really don't think many of you people are thinking this thing through... Robotaxi services will end up being one of the most lucrative businesses ever created and was incredible. Is that it's only going to get cheaper over time because the battery costs which is the largest cost in the entire vehicle are collapsing, And on top of that the electronics of the vehicle cost are also subject to Moore's law. So their prices are collapsing over time and then on top of that still is the fact that they are electric and by being electric it means that the energy that Tesla utilizes to power them could actually be gathered from the Sun using its own solar panels and battery services reducing the price of the entire system. Even further no other company will be able to run down multiple cost curves like Tesla and a robotaxi service is about to be able to do..
Even if at debut my hypothetical $30 a month service. Maybe it's $50 a month but over time Tesla will be able to reduce the cost to the customer. Increase the customer base and at the same time dramatically increase its profit. This is the next 20 years it's going to happen whether Elon is there or not. It's going to happen no matter what the legacy auto companies do with hybrid is going to happen whether you're having doubts or not... Me I'm just astonished that people are such shallow thinkers!
14:34 A lot of investors got in because Tesla was forecasting 50% YOY sales growth. It’s no longer clear if that’s still possible
As a Tesla investor I'd say is REAL clear that they won't be able to hit 50% sales growth for several years at least.
Omar and Jeff are really great at articulating where Tesla is headed. Just great.
About Elon’s new profile pic. Sorry if covered elsewhere; I’m not on X. But I’ve seen videos about it and haven’t seen anyone share my interpretation.
If I’m Elon, and that’s MY picture, I see it as “Auto on me” … or Autonomy. I see it as his way of showing his focus before he posted about it.
I like driving my M3P and I don’t want to give that thrill up. Then for long trips I wouldn’t mind letting my Tesla take over while I sit back and enjoy the scenery. Both pleasures need to coexist.
Jeff has the best, well thought of opinions. Thanks, Jeff and Herbert.
Offering 0% financing or at least lower than banks would help Tesla move cars.
I doubt banks will be willing to do that. Due to Tesla’s ongoing price drops new Tesla cars have lost a large % of their value after only 1 year.
Thanks for the info blast. When shit hits the fan is a common expression for restructurings. It is never pretty nor does it achieve all of its goals. It always lowers expenses in the near term. Hopefully the resources to gain traction in two quarters are in place.
Great to get soem rational input from Machine. Impressed with the logic & bigger thinking beyond technical analysis of AI
Whats ip with the cut off video???
16:19 Elon is not a great communicator. There will likely be more questions than answers on that call. Drew will be missed.
Elon is a horrible communicator but his ego loves getting on that stage or behind a mic and we need to reckon with the chaos that presents in order to scratch opportunity from it as well as initial frustration.
He's a horrible communicator who looks down on analysts and likes to cause drama.
@@kylecross8770 , be that as it may, it is a reality that we need to contend with. Ultimately, the fundamentals are all that matter, If the choices and decisions being made at the top or progressively giving us the best developmental options in terms of products and services that will ensure that the accelerated path to sustainable energy continues to be significantly mined by Tesla then so be it. Elon is a flawed human being who will continue to make mistakes and our job as investors is to dispassionately separate his mistakes from the opportunities that they present In the context of Tesla stock fundamentals and then take advantage of those opportunities.
Do I wish that Elon could be a perfect communicator, a Steve Jobs? Of course!! Do I wish that Elon would just shut the hell up on Twitter and in fact never sold billions of his shares in order to buy it? Absolutely! I was the worst financial decision he's ever made both for himself and very much so for many Tesla investors who sold off after he did that.. But then that gets to their impatience because if one analyzed deeply the long-term Outlook from that act, they would have seen that elon 's focus on his conception of free speech created an immense opportunity in the stock price suppression of Tesla for those of us who understand that the fundamentals are still driving solid and that opportunity is what we have mined for just over a year now... The downside has reached its bottom and it is our time to be rewarded for our patience. Elon's chaos withstanding.
Nicholas nailed it! Cheers!
Here in CT wrong way crash on l-95 became almost an epidemic lately so much so that the state dept. of transportation created a task force to deal with it. Sadly lots of ppl have died.
Bring on the robataxi!
Looks like a big shift for Tesla (almost bet the company style comes with a lot of risk) Feels like Elon is focusing more on Tesla again. Exciting 🔥
Convert the model 3 and model y into steer by wire brake by wire and then you've got two ready to go robo taxis just pull off the pedals and the steering wheel. Then you need to build the booking application and introduce it into some small localities
Don’t you guys ever admit you’re wrong ever?
Nope. Never going to happen.
Wait what í the new price nơ, 5 millions?
Great title! But I can't devote TWO HOURS to a discussion that says there are unknowns here and we'll have to see how it plays out.
Jeff Lutz is on point!
AS ALWAYS
So the contingency plan is to have Robotaxis deployed with the soon to come FSD and have tele-operators supervise. At least there will be some revenue.
Imagine any set of say 100 cars coming down the unboxed line. Based on demand change the number of the three different versions at will.
How about mandatory buying of Tesla insurance and FSD built into the purchase orders?
Because many states don't allow Tesla insurance...MA is one of them.
free market rules …
Do you remember solar roof? Was once the next big thing.
Solar roof Ha! Rockets that land themselves no hands, try that! Solar roofs are child's play in comparison.
Still improving.
What? Two dozen cybertrucks? 😊
I bought a model S in 2012. I'm a techie. But the next time you're in the grocery, look around and ask how many of those people would ride in a car without a driver?
There might be a reorg like Google -> Alphabet.
There might be a Tesla -> X (holding company) with divisions for Tesla EV, Auto (robotaxi), Optimus (robotics), BESS (battery energy storage) .
I don’t understand the talk about a delay. We have been expecting the next gen car in 2025. An August reveal seems right on target.
My take is it is a platform that can be a robotaxi or car depending on where it is sold.
Autonomy is at least a year away
Once FSD is available every highschool and college kid who uses it will tell their parents about Tesla.
? How many highschool / college kids have Tesla which was not bought by their parents and which their parents do not already know about ?
@maiandong9918 Wow, you really didn't understand what I wrote. Why would a kid need their parents to buy them a Tesla when they can have a robotaxi pick them up?
The robotaxi will have FSD, which is why they will be able to drive themselves. I am not talking about supervised self-driving, which is already available. Hence, "Once FSD is available."
@@scientificapproach6578 ahh, ok, got ur meaning
Since i am buying TSLA right now i hope the dip stays for a long time since I am here for the long run (10 years+)
Jeff is so on point
Thank you for having this discussion, nice to see these different perspectives. I don't think Tesla has changed their overall strategy, I think they have updated their execution plan. I think Jeff is spot on in saying that Tesla will use the unbox strategy to make their manufacturing more nimble and efficient. In these uncertain times, Tesla can pivot very quickly on what they manufacture, be it taxis, compact cars, vans, etc... Whatever the market wants, they can make that efficiently and in a timely fashion. Thanks all.
It’d be crazy to make consumer compact $25k in limited numbers in Austin.
But trial run of robotaxis makes perfect sense.
Shakedown of process, high cost / overheads just irrelevant.
It’s not like Tesla can sell a $120k "foundation series" runabout.
But a cheaper than Waymo vehicle, that’s easy.
Good test area too.
There's not a reason I can think of that models 3 and Y wouldn't make good robotaxis. They are already popular with Uber, the factories exist, and retail sales are down due to high iintrest. Instant gratification.
How about Tesla Semi + FSD?
FSD with a 40 foot trailer is going to take time, It's one thing on a highway, but the way a trailer tracks with the rear wheels that are movable is going to be difficult in the urban/ city areas. I think this is part of the issue with no FSD on the cyber truck
I love the new sweary Jeff! 😊
Gen 2 must go ahead. Robotaxi not ready because fsd is not ready. Still phantom braking. Real dangerous.
We need an excellent communicator for tesla events. It's not elons strength!
I said some years ago that the idea of a Tesla "compact car" was the precursor to TaaS and Robotaxis. Looks like Elon is planning to accelerate TaaS (given the pace of AI development) which may mean Tesla actually cease car sales to people, and focus on robotaxi services.
Tesla can walk and chew gum. Going all in on robotaxi doesn’t mean abandoning your current business model, it’s additional to.
Sorry for the folks that paid $175 a few weeks ago.
They cannot announce or unveil the sub 25k car because of the Osborne effect. Robotaxi unveil does not have that problem.
They announced it already.
S3XY Auto (new name of the 25k car)- this will be Elon' checkmate move
Maybe Elon wants to get robotaxi to go out first to see how it goes. If everything go well, then start build compact car with no steering wheel and remove other unecessary parts to further cost cutting.
Great Channel Herbert IMO I hope Tesla can start delivering earnings growth instead of just talking about the company all the time.
It’s a shame what happened to Tesla stock. Don’t know
8-8 maybe it will mean that the model 2 will come in China and Europe.
Anyone ever count words in these?
Poor sound on Nicolas
Short $tsla and long $nvda pair trade has been the best decision 🤩🥳
I just realized: The new compact is named “Auto”…
It’s been decided.
-Your welcome 🙂
S3XY AUTO- What a checkmate move by Elon if it's true
Auto, no me is coming.
You don't need that many Robo taxis to run a city. So I can soo them doing 500000 run in Texas. And 2 to 4 mill run on 25000 in Mexico.
And yet the stock still in freefall. I'm still dollar cost averaging, its the only way I can calm myself until all the dust settles. We might be in this for another 2 years I assume. Larry Goldberg says its spring coil, well the spring must be really coiled now! Lol
I suggest buying the new tesla innovation shares at this point as they are relatively cheap and are sure to yield long-term profits
@@Christineperkins-uw8owok AI …..your comment is always the same…..pointless
@@michaellemon9183 pointless?
@@Christineperkins-uw8ow there is no such thing as “innovation shares”. They are shares, that’s all they are called…..
@michaellemon9183 of course there is. Make proper research
Can you invite other guest speakers? I’m getting tired of those mama papa😂
Hmmm... being bored with top expert observers is your problem, not Herbert's
Alexandra Merz brings a keen insight to every Tesla discussion she takes part in. Her background in financial analysis has repeatedly been key to helping retail investors to understand what’s happening.
Don’t like her? Tough. She’s highly valued by many.
@@edwardhackett-jones8126 she is way too bull that whenever people talk negatively about Tesla she lost control
Of herself
Does she have accent? Her accent doesn't sound like she's from America. Is she an immigrant?".
@@user-yv8dq6kb2x German.
What does AI have to do with transitioning the world to renewable energy?
I was ahead of GME. I was ahead of AMC. I was ahead of the housing market. I was ahead of BTC. I was ahead of TSLA. I am going all in on TSLA at the bottom and I’m watching things very closely
One thing we ALL agree on at this point: Elon needs to lay out the vision on the conference call.
How much has FSD really improved since Elon's test drive though? Looks very similar to 9 months ago.
Well its not, its improving each iteration, that's not to say it will not hit a local maximum and fail but it is improving.
FSD 12 has much more human-like behaviors than 11. A good example is lane centering. With 11, it was dead center just about all the time. Like a hard-coded robot. Now, just like a human, it gives way to oncoming traffic by moving towards the edge of the road white line when a car is coming on and then recentering when there are no cars. That's one example that is easy to notice and adds a big level of comfort and confidence in FSD. A more edge case example is round abouts. FSD 11 had a lot of difficulty and FSD 12 navigates like a human that looks both ways and across the round about to predict when to go.
@@jjd112563 That lane centering part i sone of my gripes with 12. I much preferred to be straight in the middle. It's better in some ways, but lots of regressions on my daily commute. It will get worked out, but it's 2 steps forward and 1 step back... we need a leap forward with no steps back!
We can't know objectively since Tesla still refuses to publish its data on miles per disengagement/intervention. Nearly every other autonomous vehicle company publishes this data, and Tesla refusal is not a good sign.
@@TheSpartan3669 And how many of those allow their product to be in the hands of tens of thousands of independent drivers and allow 1000s of hours of Video to be taken by them and published online for anyone to see?
Great Channel IMO all this talking about Tesla is great but maybe if Tesla can grow its earnings instead it is better than talking all the time?
I think they should say AI about 100X 😊
So now let's get one thing straight. If the energy business really exceeds the car business one day robotaxi is not the biggest bet Tesla made.
FSD is not considered the `car` business
Car Business is car production just like say Fords
Energy is power wall etc
FSD is AI it will be part used in Tesla cars but its expected to be licenced to other car companies and is just not seen or calculated as the `car` business.
Both are huge... Both have potential that is (currently) incomprehensible. Selling actual cars will become a footnote in history. Robotaxis and TaaS (Transport as a service) will eliminate the need to the vast majority of people to own a car (of any kind - including a Tesla).
I don't buy that. I like to have the freedom of going where I want, when I want. I like owning my car. I would like to have cheaper insurance though. Hoping Tesla provides cheaper insurance than other companies. Insurance alone could be awesome.
@@ryant.5173- Watch a Tony Seba talk. Because of scale and the technology S curve rideshare using robotaxis will fairly quickly become ten times cheaper than Uber. At that point most urban people in the US will have no need to own a car. Huge implications on city planning, no need for parking.
Every AI firm is saying energy is next bottleneck. ZUCK said it today, elon has been saying for a long time. This will be a fact. So it's coming boys. If you can't wait, oh well
Wait, I don't understand. So they will focus on the Robotaxi and then also do the 25,000 unit. Elon has to set everybody straight on the 25,000 car on the phone call Tuesday. The Robotaxi cannot get Tesla to its unit goal and the approval could take years from the gov, dont gamble on pie in the sky stuff!
It's not pie in the sky and many jurisdiction already have codes in places for autonomous vehicles.
@@johnfurr6060 Yes it is! Gov is going to take years to green light. Tesla may be ready but the gov moves like a snail. Better to concentrate on 25,000 econo box. Good time it buy more shares!
Waymo and similar have pilot programs in progress, Autonomous cars are coming, what company has the most data and is heavily invested in AI R&D?
It seems Elon is betting the farm on autonomous driving. I have two cars with FSD but I am having trouble conceptualizing how this will manifest itself. I mean, suppose FSD is exponential and progresses very fast, what happens next ? The data is presented and level 4-5 is granted, now what ? Does Tesla present an app that allows cars and Robotaxis to roam around giving people rides. Is the public ready to give up their cars over night or will FSD be going after Yellow Cab and Uber, it just does not make a lot of sense.
19:27 The “he sees something” could have been said in 2017 when Elon said a Tesla would be able to drive across the country autonomously. His optimism can be misleading, even to him.
Yea, I bet Elon wishes he had your knowledge.
Oh grow up…
I got into the stock because there were the best-in-class EV maker, and efficient at manufacturing. I am not sold on Robotaxi, that's a 'call option' on my investmnet. Thus for me, this is a net negative, and I'm downscaling my investment at a loss.
4 nickels make a pairofdimes.
Someone sounds like he doesn’t know one way or another but the lack of knowledge is just the case behind lack of belief
The high margin reoccurring revenue is what you talking heads were touting about all the current models 3/Y/S/X. Tesla is different because all of the models are capable of all kinds of reoccurring revenue. Now you claim that was all a lie, now it’s only the Robotaxi without a steering wheel that will have reoccurring revenue opportunity. Anyone that is now concerned should not necessarily be lumped in with all the ignorant Tesla doubters. The key to remember, Elon sees the futures much more clearly than anyone else, but it unfortunately fails him in that this future appears much sooner or closer than it really is.
Bottomline: Elon's taking on too much risk with Tesla right now. I'm out. I'm better off owning Nvidia. It's well run, making huge profits, and make me sleep better at night.
Bye
Need to change your name.
everybody can build a cheap electric car now, the only path that Tesla has at dominating is FSD. I think Elon is sick of this nickel and dime stuff when they’re in a position to dominate.
This has nothing to do with disagreements about the robotaxi vs sub 25k car. The executive departures has everything do do with the now rich executives not wanting to "sleep" in the factory work pace. That's it! Simple!
There departures are really good news because they would have slowed stuff down.
Has anybody considered that it is not the 25k car but the roadster that has been put on ice for now?
Interesting point
We already knew that was on ice. That shit is subzero.
When my model 3 spontaneously does an appropriate three point turn, I will shit my pants and start buying Tesla again. Otherwise I patiently hold my shares.
Was that sarcasm? If not, is that really your rallying point? I wouldn't want my car to spontaneously perform a 3 point turn and I don't think you would either.
Spontaneous = of its own choice in solving a problem
14:19 Why the false dichotomy? You can be in the stock for both near-term and long term interest.
There’s reason to believe that the $25k car has been shelved to go all in on Robotaxi. If the robotaxi is a success in the near term great, but it wouldn’t surprise me if the software is still years away from being ready. If Tesla is only selling 2M cars per year with Robotaxi possibly years away, because they haven’t moved forward on the next generation car, the stock is overvalued.
Elon has a history of being overly optimistic about timelines.
If it turns out the next generation car is truly still in the pipeline, then great. If not his optimism is putting the company at risk.
Wonder who can Elon call for assist in his BOD for help in marketing. In Walter Isaacson's book he had help in managing the relationship with China and the supply chain
Quit without notice.
3:52 What is the basis to know its not true? There is clearly more to the story than Elon is telling. It wouldn’t be the first time that Elon denied a story that turned out to be true.
Elon will grow volume of M3, MY and CT and perfecting FSD at the same time while putting more emphasis on FSDtaxi and robots. There is no reason to bring out new models when the EV market is slowing down.
Develop the brain for the cars while the cars market is slowing downs. The brain have bigger margins than the bodies and the brain is an Ai of all things.
Personally, the model 3 can be a lower price by creating a more spartan model, plus batteries will still be cheaper every year for the next 5 years straight so that will be a declining cost i'd conservatively say at a 15% decline per year. Reading chapter 80 in Walter Issacson's book, it's extremely clear Elon is not a fan of making a 25k car. Elon just posted he is not interested in creating another horse carriage. The 10 Trillion vision is Robotaxi, not the 25k car. Like Matthew has said, get ready for the blood bath, sorry, balls to the wall! It's gonna be a tough year if not 2 or 3. Sorry, kinda betting the farm as Elon said to the team at the big steak dinner table, it's on me, if this Robotaxi thing f**** up. Then there is Bot. Get your powder ready if you truely believe 😁
2019 was obvious to invest in tesla, new factory in China. 2024 was obvious tesla was going to struggle, model 3 lost tax credit, wait for 2025 model y refresh, intrest rates are high, cybertruck is only limited builds, and model 2 not coming out till 2025....now 2025 appears to be gone. Research has shown tesla has not applied anywhere to be allowed self driving cars and now ping is working on fsd in europe. Complaining about investors complaining is ridiculous, selling tesla in 2023 and investing in other investments then coming back to tesla in late 2024 or 2025 appears to be the best strategy to maximize investments.
What? Jeff used profanity!
After the Model 3 production hell experience, Elon said he would never bet the company on a single project. This feels like a "bet the company" project. I'm ready to trade in my 2018 model 3, but my plan is on hold until I get clarity on the future direction from Tesla. FSD is high risk because success depends on a third party: the government.
Choice of governments - it’s a state issue in US.
@@iandavies4853 But in the EU and other regions, this will be a national (central government) decision. The EU and most of Asia/Pacific (including China) account for 75% of car penetration and usage. The US is around 15% and rest-of-world is only 10%. The EU (under the EU government) will be the ultimate decider on FSD (and thus robotaxis), and will follow the lead from the more progressive-thinking States in the USA. Tony Seba has discussed the economic benefits that will accrue to regions who adopt robotaxis, and the economic disadvantages for countries/regions who hesitate.
The USA will definitely lead in the authorisation of TaaS (Transport as a service) and will very quickly benefit economically. The EU will see this, and will have to follow suit if economic "security" and potential is to be positive.
@@brunosmith6925 EU is own worst enemy. Great dis-advertisement for bureaucracy.
China will rapidly adopt & develop autonomy - many more social advantages for them. Might not be Tesla.
China also lets regions manage a lot of stuff themselves.
Tony Seba popularised this years ago. No one else has filled in the details. Sad.
Here is what bothers me: This administration despises Elon, so even if all of the scenarios come to fruition, doesn't the government/regulators have to approve all of it? POTUS can't stand Elon, and Trump is not on board with anything EV......almost a lose lose situation. We'll just have to take a chill pill and try to make sense of it all.
I think auto driving regulations already in place in 42 States. Also, US will not want to let China achieve it first …
Someone needs to do a breakdown ..
A model that could show with data available how likely Elons pay package will be voted YES
N no nothing else currently matters except that.
This alone is killing the stock and is the biggest overhang currently.
It is that important.
You guys are really beating this dead horse. If you want to believe that Elon is backtracking on the version of the next generation platform that has a wheel and pedals in order to prioritize the version of that platform which does not which is the robotaxi then fine but do not keep stating that the pedal and wheel version is not going to be made. That is false as Elon himself stated when the Reuters article was first leaked that that particular part of the next generation platform would not be performed, so it's not that it's not going to be performed. There's no reason why. If you have such a modular platform and an understanding of how your demand is being modulated based on what you contribute to the market, you can then see which of these devices are in higher demand and produce more of them. It's that simple.
Everyday Herbert you're doing this video talking about the same thing last week and it's really annoying. Yes the robotaxi is being prioritized. Yes, the next generation vehicle which is a robotaxi with a wheel and pedals is also being made. And yes, when it is determined that one or the other is more profitable or lucrative for production or simply is in higher demand, that is what will be made.
In the meantime, I am taking major advantage of this ridiculous slow unicorn price of $150 per share, which we last saw sometime early last year and I thought I would never see this opportunity to buy shares again. I am selling everything possible to buy these shares and I am so happy that it's confusion like the type you keep repeating that's causing my opportunity but you need to stop.
Fsd is still not ready. Fsd is not 😢😢😢 still phantom braking
.really dangerous.
That's one thing I haven't had in 1k's of miles is phantom braking
Only those beliving that Tesla is a car company would be surprised that they focus on FSD, roboTaxi, and Optimus.
I thiught Herbert and Co knew that it's very much an AI company. Yet they are flabergasted abiut this!
Exactly. Yet much of discussion is about the consumer car business, ways to tweak sales. Advertising, finance.
Get over it already.
Bring in the future.
Then bring on AGI - why else dominate on H100 purchase?
Respectfully, the reason car sales are in focus is because for Tesla to reach LVL5 FSD, Robotaxi, Optimus, Energy Store/Capture becoming significant revenues/profits, they actually have to GET to that point in time. They need time. The time comes from the core auto business which has been profitable for several years now. However, if Tesla ends up going cashflow negative this year, which is a real possibility, it jeopardizes that future. Borrowing money or issuing shares (at depressed stock prices) changes the trajectory for the company. $TSLA has been rewarded with far higher multiples than other car companies because the market understands it is a car company with several technology avenues to transition to, in time. If the core business that sustains the company goes negative, it has to correct to take into account the increased risk of not reaching those technology avenues in time.
Tesla screwed up with Cybertruck. M2 would have been better, or a Cybertruck that actually met the specs outlined in 2019. Instead, it's a massive misallocation of resources. It turns heads, but it will NOT get people to open up their wallets in any meaningful way, long term.
In addition to all the hurdles: regulations, accidents, lawsuits, etc... Tesla will also have to worry about people stealing the cars...There will be plenty of criminal organizations that will have a feast with driverless cars.....
Naaaa, doors lock automaticly. Poison gas comes out of the vents. Keep dreaming.
@@FXNormPoison? Lol, try getting that part regulators. Also, gas masks exist.
Perhaps manufacturing a '$25k' EV is a waste of Tesla time and resources. China is likely to flood the market with many sub-$25k and sub-$20k EVs. Good, very usable EVs. That means that margins will likely be slim. And any innovation Tesla develops is likely to be copied by Chinese manufacturers. Chinese manufacturers are already moving to large castings and high system voltages. They'll likely move to unboxed very rapidly.
Chinese manufacturers are not poisoned by 'ego' like western legacy companies.
The Model S and Model 3 cost to manufacture is almost certainly going to decrease. CATL is talking about bringing battery prices below $60/kWh by the end of the year. That's consistant with Sandy Munro's calculation of where battery prices would fall back when he tore down the Model S. A $30/kWh drop with only a 50 kWh pack makes a meaningful cost decrease.
Build the robotaxi. Much higher return per vehicle, even if the vehicles are sold to another company to operate the taxi business. Tesla could sell an EV that cost them $20k to manufacture for at least double that price for obvious reasons. And then create an ongoing revenue stream via FSD. Tesla could lease a $20k EV for $20k or more per year and have taxi companies lined up outside their door.
Plus - that helps Tesla fulfill their mission statement of speeding the world off fossil fuels. According to Tony Seba one robotaxi should replace five to ten privately owned vehicles. Want to cause a major decrease in oil consumption? Use one EV to instantly replace multiple ICEVs. Kill the ICEV.
Talk it all away. It will be bumpy because of needlessly shooting ourselves in the foot. The failure to communicate clearly “what and why” is so unnecessary. There are untold barriers to rolling out robotaxi in near term. If Robotaxi and Model 2 are on the same platform why put Model 2 on hold? The Model 2 is a no brainer to bridge the time before Robotaxi is fully ready. Changing society will be far more bumpy and there is no reason not to smooth out the transitionary period. The fact that all of you are coming up with all kinds of theories tells you how poorly Tesla communicates.
Guy said zoom out and look at the bigger picture 😂 how about you zoom out and look at the stock level right now
WAIT a minute, did news come out that they’re not gonna produce a car with a steering wheel? Did news come out that certain members that designed that car have been laid off? Where is this?
Elon is a proven genius when things get tuff…..We’re in good hands people!
I'm favoured, $60k every week! I can now give back to the locals in my community and also
support God's work and the church. God bless America.
How please. Help me I really need to gain my losses back...
It might be beneficial to consult with a financial advisor who can provide personalized guidance on your specific situation
I'm guide by. Jennifer Smith. God bless you ma'am