Tesla Earnings Aftershock

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  • Опубликовано: 13 май 2024
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    In this video, the aftermath of Tesla’s Q1 earnings.
    Tags: #Tesla #FSD #ElonMusk #Cybertruck #Tesla #FSD #TSLA #TeslaStock #TSLA #TeslaBot #Optimus #Engineering
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Комментарии • 482

  • @SolvingTheMoneyProblem
    @SolvingTheMoneyProblem  18 дней назад +12

    Tesla: “we are still doing what we said we would do 18 years ago”. Stock: +12%
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    • @saracowgill2144
      @saracowgill2144 18 дней назад

      Some people can’t or don’t read and some peeps don’t even know Tesla has a master plan. DURP.

    • @mylimomelbourne4757
      @mylimomelbourne4757 18 дней назад

      Larry-Albo, Moe-Jim..Chalmers &
      Curly-Jacqui..Lambie
      The three Stooges rolled into one (Australian-gov ) mocking Elon
      latest numbers, provided by AAA, Australian Automobile Association , Road death toll show NSW-Australia up 33 % & Victoria up 13 per % same time period.
      Shouldn’t “The Three Stooges” be some what responsible and looking to Tesla for the solution , interestingly Larry-Albo prefers-tech & energy supplier at ….. and why ? -Donations-
      Other legacy Giants being saved by Tesla’s FSD licensing otherwise zombies firms warning they will just stop exporting to Australia due to emission code-law

    • @anthonylosego
      @anthonylosego 18 дней назад

      I timed the market today for 3 at 159$. Got in at the first candle today. The 9:31 EST candle would have bought as well, but man it shot up and damn I had 65 cents left. lol Great trade! Though I have to say, if it's under $300 I'm buying. For now. I just decided that $159 would be fun to challenge myself on. My best trade ever! lol Just keep buying long term investors.

    • @anthonylosego
      @anthonylosego 18 дней назад

      On that note, it will hit 130 in 3 months at some fleeting point. lol It's not a long term strategy. Just fun trading.

    • @anthonylosego
      @anthonylosego 18 дней назад

      Elon is autistic. Aspergers as I understand it.That means he does lie, he just can tell lies. He might be wrong. But his intent is not to lie. That's open to a lot of interpretation, but Elon is a straight shooter.

  • @BenjaminWinrow
    @BenjaminWinrow 18 дней назад +64

    Elon, please bring out 2 new vehicles and call them the model A and the model F - S3XY AF

    • @mousetreat
      @mousetreat 18 дней назад +9

      You missed a few there. S3XY CARS
      Cybertruck ATV Roadster Semi

    • @svenhodaka9145
      @svenhodaka9145 18 дней назад +3

      Benjamin , excellent! 😂

    • @MultiChuckleberry
      @MultiChuckleberry 18 дней назад +3

      Biggest laugh of the day. elon is just bonkers enough to do exactly that!! It would send the Wall Street "analysts" completely up the wall. We can only hope 🤣

    • @jimtoomey9522
      @jimtoomey9522 18 дней назад +2

      Brilliant !

    • @xordoom8467
      @xordoom8467 18 дней назад +2

      Outstanding 😅

  • @ceesheemskerk2397
    @ceesheemskerk2397 18 дней назад +26

    Cancel, cancel, cancel Elon Musk.... They cannot stop burning down this genius MAN! DISGUSTING!

    • @rogerstarkey5390
      @rogerstarkey5390 18 дней назад +4

      It's ALL about money and power.
      There's a LOT of money and a LOT of POWER feeling threatened by Elon.
      .
      The irony is that *IF* they came to terms with their own hubris and started shifting investment they would be in at the ...... Not ground, but Second floor of the skyscraper that is the best opportunity of several generations (possibly of the century, but I will never be able to confirm that)
      .
      The trouble with Hubris is that it's self limiting in some circumstances.
      .
      Money and confidence in your own ability brings the opportunity more money.... But that same confidence can prevent the flexibility and foresight to see a paradigm shift.
      If you then lock in to using wealth to maintain the status quo it's not going to end well.
      Better to use the funds allocated to that "dipping a toe" in the new opportunity.

    • @svenhodaka9145
      @svenhodaka9145 18 дней назад

      @@rogerstarkey5390good insight Roger.
      When I think hubris, I picture Ross Gerber, or is he a Dunning-Kruger example?🤔

    • @salty_berserker_channel
      @salty_berserker_channel 18 дней назад +1

      Daddy issues! They can't stand watching people better than themselves become hugely successful and wealthy.

    • @fortuneandglory54
      @fortuneandglory54 18 дней назад +2

      They are terrified of him! They wouldn’t be trying to tear him down so much if he wasn’t changing the world.

    • @YouTube_can_ESAD
      @YouTube_can_ESAD 17 дней назад +1

      Bots or morons, which one is it, ladies? 🤡🤡🤡

  • @anthropod7263
    @anthropod7263 18 дней назад +42

    Why do low achievers with an envy complex keep attacking Elon? The answer's in the question.

    • @Christian-fx9ur
      @Christian-fx9ur 18 дней назад +1

      Remember when Elon said that the Tesla semi was cheaper than rail? That they convoy was something they could do TODAY, in 2017. Remember when Elon said the 4680 was going to be at least as good as a solid state battery? Remember it was going to be a "million mile battery"? Remember how FSD was six months away in 2017? The true believers overlook the dozens of wild exaggerations and chalk it up to optimism. The doubters see lies and stock pumping. Maybe some attack him out of envy. But, the doubters do have legitimate reasons to believe as they do. The true believers may ultimately be rewarded for their faith, who knows. But, it is a matter of faith, not fact at this point.

    • @codingispower1816
      @codingispower1816 18 дней назад

      @@Christian-fx9ur Elon doesn't always deliver like you said. We need results not promises.

    • @patrutherford9600
      @patrutherford9600 18 дней назад +2

      ​​@@Christian-fx9urto be certain id need to look up the exact quotes. Its tricky to predict arrival of things when you try things almost no one else does. Between SpaceX, Boring, Nueralink and Tesla, there is a couple dozen things that will already leave their mark on history.
      It feels like folks are critical of him because they like the buttoned up, mouth shut approach of other CEOs or they just arent paying attention to how many things Barra, Farley, Toyoda and Diess didnt accomplish that they said they would

    • @darylfoster6133
      @darylfoster6133 18 дней назад

      @@patrutherford9600 Yeah, didn't BS Barra say that GM would sell more EVs than Tesla by 2025?

    • @patrutherford9600
      @patrutherford9600 18 дней назад

      @@darylfoster6133 exactly. they either say a lot less because they don't even have the ambitions in the 1st place or no one pays attention to them. Either way, they're not accomplishing much in the way of breaking ground

  • @That_Cyber_Dude
    @That_Cyber_Dude 18 дней назад +73

    What a beautiful day to watch the shorts freak out hahahaha.

    • @JP-dz7zu
      @JP-dz7zu 18 дней назад +5

      Why would they freak out? The stock has gone from $400 to $160 over the past few years. They’re winning!

    • @patrutherford9600
      @patrutherford9600 18 дней назад

      @@JP-dz7zu well thats not always how it works. I opened up 3 more "short" positions after closing 5 others profitably. Got burned on these new ones.

  • @thisisspartacus
    @thisisspartacus 18 дней назад +9

    I’ve had FSD for two years now and I’ve only started using it daily in the last month. It was always cool and impressive, but it has recently become remarkably reliable and actually useful to me beyond a novelty. I think we’re under a year away from full autonomy.

  • @mattsparks5957
    @mattsparks5957 18 дней назад +24

    17:05 believers, rolls her eyes. Then she says "Cult."
    Im thinking no, Im not part of a cult. Im an investor who has his done his due diligence.

  • @lockedenclave5021
    @lockedenclave5021 18 дней назад +15

    The only thing I hate about this video is that I can’t give it more likes 😂😂😂 (like most of his vids)

  • @grahambrown42
    @grahambrown42 18 дней назад +9

    L5 science fiction?
    Robotaxi a decade away?
    What!??

  • @karlsjostedt8415
    @karlsjostedt8415 18 дней назад +5

    Re: auto margins - they did mention that auto margins improved during Q1! I thought this was huge since fears were that there would be no more margins at all due to price drops...

    • @svenhodaka9145
      @svenhodaka9145 18 дней назад

      And all positive auto margins even though they fluctuate. This demonstrates the advantages of direct sales online. Price adjustments are instantaneously adjusted to local demand. Remarkable!
      I would hope this is a wake-up reminder that autos are a depreciating asset. Bad news for a buyer that needs a big loan to purchase. There’s a paradigm shift happening here too.

  • @amyniemann9564
    @amyniemann9564 18 дней назад +4

    Fsd v12.3.4 is amazing. Mind blowing, drives me everywhere

  • @otter2158
    @otter2158 18 дней назад +8

    Steven, love the content and how you bring it across!!! Thanks for the time you spent creating this great stuff 👊🏼

    • @hypnotechno
      @hypnotechno 18 дней назад

      thanks Mrs Mark Ryan

    • @otter2158
      @otter2158 18 дней назад +3

      @@hypnotechno ah, Mr. Toughguy. I‘m sure you have lots of achievements you are proud of….btw, I see you have now internet in the basement of your Mums house…at least one achievement.

  • @rwhirsch
    @rwhirsch 18 дней назад +4

    steven, you nailed it about elon just being normal elon on these conference calls. i've never had a feeling one way or the other when he speaks...he's clear, he answers or doesn't answer and everyone else is reading tea leaves...it's silly.

  • @z.z.onichi5365
    @z.z.onichi5365 18 дней назад +6

    Steve's a legend! facts

  • @Leonardo-vh4gb
    @Leonardo-vh4gb 18 дней назад +6

    RIP Uber and Lyft. Smartest thing to do is somehow license the FSD tech for their fleet that has the required cameras😂

  • @realTJWilliams
    @realTJWilliams 18 дней назад +5

    ~10:40 Tom was doing good then he failed to understand exponential learning. Compute is not the limit now. Transformers are limiting the transformers.

  • @SeeLasSee
    @SeeLasSee 18 дней назад +10

    Funny how they pull up Mercedes Benz when discussing Tesla. I just don’t see the relevance. Nvidia and TSMC seem more relevant.

    • @samgerland6087
      @samgerland6087 18 дней назад +1

      Yeah but it really doesn't matter, John Deere makes many more farm equipment then Tesla. 🙃

    • @sparkysho-ze7nm
      @sparkysho-ze7nm 18 дней назад

      Mercedes M3 is being replaced by th model 3

  • @AlanMullett
    @AlanMullett 18 дней назад +4

    It's the old model played many times, recently things like game consoles sold at very low margin but the games being high margin.

  • @dennisbehrens5471
    @dennisbehrens5471 18 дней назад +4

    Love this daily dose of Tesla reality!!!

  • @ala-hc4rx
    @ala-hc4rx 18 дней назад +4

    Didht anybody notice revenue and profits from energy.most of the other car companys using testla superchargers only happen this year.

  • @barkbros123
    @barkbros123 18 дней назад +6

    Hoping to be like you one day 💯💪

  • @philipcunio4089
    @philipcunio4089 18 дней назад +1

    I am mind boggled by FSD 12.3.4. I am now subscribed. 90% of the population cannot fathom that a car can drive itself. It is amazing!

  • @samjohnston4945
    @samjohnston4945 18 дней назад

    Great review & info, thanks Steven.

  • @ikramOzge
    @ikramOzge 18 дней назад

    Thanks for the update, what are your thoughts on AMKKGPT?

  • @dirtyharis83
    @dirtyharis83 18 дней назад +8

    There were just too many shit to overlook at this call. The low cost car is indeed coming (after reuters posted fake news). The "inventory" is sitting in ship travelling to the customers so no demand problems - cars are already sold. Batteries are cheaper, cybertruck and 4680 ramping according to plan. Less capex for factories for new models. More income to come from FSD. Energy storage bussiness is booming. Cost cutting continues, 10% of workforce laid off. Ridehailing app looks ready. Confirmation of FSD licencing talks with "good chance" to sign it by the end of the year.

    • @sparkysho-ze7nm
      @sparkysho-ze7nm 18 дней назад

      Icing on th cake is regularly credits

    • @dirtyharis83
      @dirtyharis83 17 дней назад

      @@sparkysho-ze7nm love me a bit of free money

  • @UNCIVILIZE
    @UNCIVILIZE 18 дней назад +7

    I'm pretty sure that Elon doesn't give "performances". What a suspicious mind Tim has.

  • @BasementBerean
    @BasementBerean 18 дней назад +1

    I got an in-person demo of FSD this past weekend. The car drove itself. It didn't assist the driver, the driver assisted it. And that assistance was only marginally necessary during the test drive. The driver did it to show how easy it was to intervene if necessary and then turn control back over to the vehicle. I'm sure the car could have performed the entire demo of several miles by itself.

  • @EmreMehmet-sg4kb
    @EmreMehmet-sg4kb 18 дней назад

    Great video. I am ballsdeep for AMKKGPT and love your review for that as well

  • @briansorensen5102
    @briansorensen5102 18 дней назад

    With 11 my MY would drive in front of my house and just kind of coast and checks out, needing me to take over. With 12 it now pulls up to my curb and stops, just like I do when driving for Lyft/Uber/HUM. It does the same when taking me to one of my rideshare/livery pickups when in a subdivision. It has a harder time when in an office complex or at a hotel because it seems so eager to park it often gives up too early and short of the pickup pin location.
    My riders comment that taking Waymo is either fun or very scary. It also takes a lot longer to get from point to point because it follows certain preferred routes. They comment on the turns still are pretty jerky and unsettling (sounds like FSD 11), and FSD (12) seems to be much smoother, etc.
    Many of the confusion points with 11 was when the map data did not match the vision solution and the computer had to make a choice which one to trust. It is now very apparent that vision has the priority over the map data. My biggest safety concern now is the pending road rage incidents because of speed limit and stop sign/light behaviors, and being rear ended when it stops for a yellow light instead of the locally normal of having 3 or 4 cars running the intersection while now red. FSD is doing what it can, just yesterday I was in the right hand lane of a two lane protected left hand turn onto a three lane road, and the left car decided to forcefully claim the middle lane. FSD acted like one of the Thunderbirds doing their formation flying and slipped into the right hand lane as smooth as silk. I don't know if it swore under it's breath like I did.

  • @johannes8346
    @johannes8346 18 дней назад +2

    I could listen to this all day 19:16😂

  • @colinbridges8241
    @colinbridges8241 18 дней назад +3

    Of course it’s about cars. More cars sold is more likely sales of their software. Yes it’s the software that will make the money but you have to own a Tesla to make that happen. Elon said that if an OEM licensed the software today that it wouldn’t appear on their vehicles for another 3 years so some way off. Any Tesla purchased with hardware 3 or 4 can already buy the software as will all new vehicles purchased before these licensing agreements start to move the needle so improving sales numbers of vehicles now is the obvious goal. So yes it’s about cars now even if sold at cost or reduced profit margins.

    • @svenhodaka9145
      @svenhodaka9145 18 дней назад

      Building more cars (and battery storage) also stays true to the mission statement. “…..accelerate the world’s transition to sustainable energy”.

  • @Caleb123456ification
    @Caleb123456ification 18 дней назад

    you should make a variation on that buy price chart to also show the # shares purchased on each purchase 🤠

  • @SerefSenay
    @SerefSenay 18 дней назад

    It would be great if you had a deep dive on the AMKKGPT

  • @ajabusamra3901
    @ajabusamra3901 18 дней назад +2

    What kind of an adult wares a baseball hat backwards ?

    • @williamoneil9787
      @williamoneil9787 18 дней назад +1

      The kind that doesn't GAF what other people think of him. Especially other people that would care about something so insignificant, and can be distracted so easily by appearances, which would make them shallow and annoying.

    • @robinthaxton3502
      @robinthaxton3502 18 дней назад

      A very smart one !

    • @ajabusamra3901
      @ajabusamra3901 18 дней назад

      @@robinthaxton3502 wow an arrogant prick has minions... Big surprise..

  • @lou7139
    @lou7139 18 дней назад +2

    Earnings numbers don't matter. Any doubt, just ask Meta and IBM.

  • @swhbpocl
    @swhbpocl 18 дней назад

    How do I build a valuation model? Can I use my LEGO?

  • @terencedunnigan5267
    @terencedunnigan5267 18 дней назад +4

    Yesterday TESLA is selling FSD for 8000 from 12000 on a few models for a few months. I think people are afraid to commit to buying not because TESLA isn’t a great deal, but they are going to buy before the next big deal

    • @SeeLasSee
      @SeeLasSee 18 дней назад +2

      Tesla sells its cars just fine.

    • @sdpryce
      @sdpryce 18 дней назад +2

      FSD is the cheapest it will ever be imo. As functionality improves and FSD is solved, the price will only go in one direction, and it's not down.

    • @commandersprocket
      @commandersprocket 18 дней назад

      @@sdpryce this. Tesla is doing everything they can to drive FSD adoption in the short term to collect data. After they have critical mass of data FSD price goes through the roof.

  • @wickedfifth
    @wickedfifth 15 дней назад

    19:42. Cumulative or per year?

  • @brakmaster
    @brakmaster 18 дней назад +4

    When FSD connects to Starlink that's when the aha moment will come. Imagine your vehicle can see beyond what its cameras can see. For example there's an accident up ahead, or there are floods, or a bridge has collapsed. The satellite will be able to pick up on these changes and suggest alternative routes in real time. I'm surprised this has not been suggested by Elon himself. Perhaps there aren't enough satellites at the moment to provide this.

    • @williamoneil9787
      @williamoneil9787 18 дней назад +1

      I would assume that other Teslas that already went through the traffic would have already transmitted that information. That would make the satellite uplink redundant, but I guess all the info that can be downloaded would be helpful.

    • @saracowgill2144
      @saracowgill2144 18 дней назад

      Or where the speed traps or criminal elements lie in wait. Or flash flooding that hasn’t hit the news yet, enemy forces… air quality alerts

    • @svenhodaka9145
      @svenhodaka9145 18 дней назад

      brakmaster it’s definitely possible. But if Elon starts talking about all his thoughts like that it freaks out the WS analysts and MSM and they think he’s a crazy person. 🤷‍♂️

    • @snarkyboojum
      @snarkyboojum 18 дней назад

      So, you're suggesting that Starlink is the world's largest surveillance program disguised as a global internet infrastructure? :P I don't think Starlink has cameras pointed at the Earth. Honestly though, this is already doable with technology that is much more reliable and scalable - Google maps :D

  • @CihanSule-yn3jt
    @CihanSule-yn3jt 18 дней назад

    Dude seriously awesome video but where are the words on AMKKGPT? That is the biggest in its own kind, not?

  • @ErdemGuldehen
    @ErdemGuldehen 18 дней назад

    Been collecting the AMKKGPT this cycle as that has the right place in this time

  • @FrunkensteinVonZipperneck
    @FrunkensteinVonZipperneck 18 дней назад

    17:07) “share buy back!” Where The Frunk was that hallucination in the Earnings call?

  • @ingmarkronfeldt6174
    @ingmarkronfeldt6174 18 дней назад

    Have they trained on of-road driving? Is it more or less complicated than driving on roads?

  • @UniteAmericaUnite
    @UniteAmericaUnite 18 дней назад

    When I leased my Model 3 last summer I was surprised there isn’t a purchase option at the end of the term. Now I know I’m offsetting the cost of Tesla’s future autonomous fleet. It’s brilliant. They can build a van and a 2 seater but they already have 4 seaters coming back to them in droves.

  • @machoopichoo2
    @machoopichoo2 18 дней назад +1

    I think the goal was capacity of 20M in 2030, not sales. It's actually an important distinction.

    • @svenhodaka9145
      @svenhodaka9145 18 дней назад

      I agree. Growing the Tesla fleet size to 20M is definitely a realistic milestone.

    • @machoopichoo2
      @machoopichoo2 18 дней назад

      ​@@svenhodaka9145 It's a massive and audacious goal, but if any team can do it, it's this one. Obviously an average CAGR of 50% gets ever more difficult as volumes increase. It takes about a 40% CAGR to hit 20M by 2030 from where things stand. I suspect the realistic number is now say max. 15M but maybe I am being pessimistic.

  • @ollyb7570
    @ollyb7570 18 дней назад +1

    RoboTaxi will be an amazing technical feat, but not sure how valuable it truly is. Say it replaces Uber, well Uber is only worth $144B, and it doesn’t have to buy, fuel or maintain its cars - that’s up to the driver. I assume Tesla would also need to price rides lower than an Uber to attract apprehensive customers - so might not be much more profitable. Then consider the market for rides isn’t huge, is focussed in cities, and has more low demand than high times (i.e. evenings). Will the market for taxis really grow that much? Still good for Tesla, but not convinced it’s worth as much as some say. People are assuming huge profitability and huge growth in demand.

  • @nedsilver6568
    @nedsilver6568 18 дней назад

    Hey Steven, l know he's not one of yours but Edgar Allen Poesaid " believe nothing you here and only half what you hear".
    Half might be optomistic.. .

  • @IntoTheFray.58
    @IntoTheFray.58 18 дней назад +2

    Let them think FSD going to be a decade away, more buying opportunity for the rest of us.

    • @codingispower1816
      @codingispower1816 18 дней назад

      True, when the first functional robo taxi is on the road in 2026 we will be made rich.

  • @Lduke32
    @Lduke32 18 дней назад +6

    Is Elon actually listening to people? 2024 > 2023 units if he influences buyers not with lower prices but education of why Teslas are awesome!

    • @Mrbfgray
      @Mrbfgray 18 дней назад +2

      He certainly listens well and adept at acting on new realizations. But I agree a lot more education is required, Elon a bit slow to agree however.

    • @DD-dl3io
      @DD-dl3io 18 дней назад

      No hahaha = no markenting

  • @MehmetSadi-du4vq
    @MehmetSadi-du4vq 18 дней назад

    Can anyone explain AMKKGPT? I am curious and wanna know

  • @SerkanAyse
    @SerkanAyse 18 дней назад

    With AMKKGPT this year is way different and way more powerful as well. These guys did everything right and they can only improve more and more, love it

  • @ghislainbourassa1906
    @ghislainbourassa1906 18 дней назад +1

    Lvl 4 is local driverless taxi (pedals and steeringg wheel may or may not be installed). Lvl 5 is same as lvl 4 but it can drive anywhere in all conditions. If they believe the robotaxi will not achieve lvl 5, which it can already do in "supervised" mode, they really are brain damaged.

  • @Yoshi-wo1do
    @Yoshi-wo1do 18 дней назад

    2:05 "wwhen the sock market learns/ discovers/ realizes/ confirms something"... you mean 'is getting spoonfed something' right? right?

  • @richb2229
    @richb2229 18 дней назад

    Model two (Gen3 driver based) is being shelved in favor of a hybrid between Gen 3 and a different platform (model Y, etc). Gen 3 Unboxed will now be built without human driver controls (cyber cab), in several forms.

  • @Mrbfgray
    @Mrbfgray 18 дней назад +6

    "Robotaxi a decade away." There's our opportunity folks, 1 or 2 yrs is my expectation.

    • @Mrbfgray
      @Mrbfgray 18 дней назад +3

      Say 3 plus yrs to significant revenues.

    • @350zLeMans
      @350zLeMans 18 дней назад +1

      5 years tops

    • @rogerstarkey5390
      @rogerstarkey5390 18 дней назад

      Vehicle "on the road"... Months. (As in August)
      .
      Vehicle "Autonomous, supervised"...
      Same.
      (It's already being done with 3/ Y)
      .
      Vehicle outperforming others on local routes....
      Autonomous, unsupervised?
      Subject to regulation, but if demonstrable compared to "you know who", difficult to deny.... Also soon.
      .
      "General" Autonomy.... Between cities?
      .
      That's when we find out which palms were greased.
      .
      As for when it will be *ready* for that?
      I expect numerous "front seat, no controls, hand in the panic button" videos on line.... About 3-4 months after release.

    • @mikafiltenborg7572
      @mikafiltenborg7572 18 дней назад

      8/8-2024 = 🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖🚖

    • @Christian-fx9ur
      @Christian-fx9ur 18 дней назад

      When I see predictions like this, I really want to know how you believe you know that. There is no possible way to be able to make any kind of prediction like that. It might be solved in six months or it might take 30 more years. If you are honest with yourself, and you don't make the mistake of using past FSD performance improvements to indicate future performance improvements, then you simply cannot know at all. Elon doesn't know either. He's been wrong since 2017.
      FSD may not even be possible until AGI is available. Chat GPT makes mistakes sometimes. The difference between Chat GPT and FSD is that when Chat GPT makes a mistake, you don't suddenly crash into a tree at 60 mph.
      But the data! They have more data than anyone and are collecting more data even faster now. Would more data have gotten the previous versions of FSD closer to autonomy? We don't know anything about how close we are to achieving autonomy because it's never been done before. There is no neural net approach that has solved FSD that we can use as a benchmark, so we don't even know if this new approach will work no matter how much data is collected. Optimism is one thing. This hype about FSD is something else.

  • @luvirini
    @luvirini 18 дней назад +1

    In the Reuters: They probably did not lie directly, but heard only part of the story. That is: Tesla is going to cancel the current plans to do "model 2" production lines. And the person that talked to them did not know of the new plan to produce a "in between" model on the current lines.

  • @MikeDarling
    @MikeDarling 18 дней назад

    They also showed screenshots of their ride sharing app. That’s a big deal too.

  • @RecepMustafa-qk2eh
    @RecepMustafa-qk2eh 18 дней назад

    How's everyone talking about AMKKGPT and what is it exactly?

  • @guycharles8061
    @guycharles8061 18 дней назад

    I was the operating partner of a restaurant company. Part of my job was to send out quarterly reports to investors. To communicate what happened in the previous quarter, what we were working on and offer guidance for future goals. Why you think Elon shouldn’t have to provide this for shareholders is beyond me.

  • @SemineGunay
    @SemineGunay 18 дней назад

    The AMKKGPT handles this year incredibly well, they outperform most others and the entry with 1 USD is better than anything else right now. Love the vision and progress in this one

  • @jshellenberger7876
    @jshellenberger7876 18 дней назад

    Ok 👍

  • @landcruiser801
    @landcruiser801 18 дней назад

    I reckon the new small model will have 48v system, steer by wire but body will basically built in same way as Y and 3. This will help ease the transition to the fully unboxed production in future and updated 3 and Y models. It will also allow 48v componentry supplies to gradually increase their capacity. Will save on weight, cost, efficiency etc. Maybe 50kh battery in 4680 form.

  • @tonymc-dx8xw
    @tonymc-dx8xw 18 дней назад

    People that don't think FSD will be approved soon has not driven it.

  • @FatihEmine-px9ji
    @FatihEmine-px9ji 18 дней назад

    Got in at AMKKGPT with $1 but I will keep it until it hits $50. Still low with that number as the market cap is not close to where it should be

  • @andreassiegmund3706
    @andreassiegmund3706 18 дней назад

    the upfront won't last long

  • @Gulbaharibrahim
    @Gulbaharibrahim 18 дней назад

    No more DCA if things are progressing and we are at the first step for new ATHs. Hopefully AMKKGPT was the right pick as you recommended earlier

  • @TansuCumhur
    @TansuCumhur 18 дней назад

    Riding the AMKKGPT train feels so good, they really know how to make promises count and bring them to reality

  • @AyselElif-zf9me
    @AyselElif-zf9me 18 дней назад

    Swapping my ETH and swapping to AMKKGPT. Already up as expected. I wish I left on all the junk way earlier to step deep into this ride, they rock!

  • @brunopadovani7347
    @brunopadovani7347 18 дней назад

    I believe that we are only 2-4 years away from unassisted FSD/Robotaxi. Technically they are almost there,cand they might only need another year of learning to put the finishing touches on it. Then it's just a matter of how long the regulatory piece takes.

  • @wickedfifth
    @wickedfifth 15 дней назад

    7:52. Already producing

  • @DilekHalil-pj3ix
    @DilekHalil-pj3ix 18 дней назад

    With AMKKGPT around the question is how much to obtain? This is one of those where ppl regret if they did not run with the lowest entry ever

  • @OnderTulay
    @OnderTulay 18 дней назад

    I think Gala going to be the leader in the gaming section, but AMKKGPT overall high contender in most areas, tech, ecommerce etc

  • @MrXbloodline
    @MrXbloodline 18 дней назад

    First, pruis was built on the echo platform for 2 years while they changed the factory. Tesla is doing the same without having to change much of the factory just getting new model oyt sooner this way

  • @RussInGA
    @RussInGA 18 дней назад

    I think you missed the l4 vs l5 point he made. l5 is just not real. It implies no geographic limitations etc. if we have robotaxi in USA and not Canada then it is l4. l5 could go offroading. robotaxi willnot be going offroading and driving across the desert for fun.

  • @alanponikvar3921
    @alanponikvar3921 18 дней назад

    It was never about Elon's honesty. It was about clarity about the model 2 given that Mexico seems to be on hold.

  • @michelvogt93
    @michelvogt93 18 дней назад +1

    the "analysts" thinking FSD is a decade away are not engineers I guarantee you... just look at the progress of AI in the last two years, this progress will only accelerate as the tools and data with which we train AI gets better each year as well.

  • @AlmalaAslihan
    @AlmalaAslihan 18 дней назад

    Thank you for the video ! Do you believe that AMKKGPT will be the main pump in 2024? I mean they prepared it for a long time and the vision is beyond greatness

  • @mikeavery4098
    @mikeavery4098 18 дней назад

    Stock went up for a few different reasons but one people ruming a stock buyback which would reassure their positions I'm not saying it would happen just saying it's a factor

  • @kpbendeguz
    @kpbendeguz 18 дней назад

    Valuating cars as much as the FSD is like valuating Pixel phones as much as Android.

  • @rmondave
    @rmondave 18 дней назад

    ARE investors in the co.

  • @SerefSenay
    @SerefSenay 18 дней назад

    All of them are fine picks. But they can't match the vision and purpose of Amazons AMKKGPT at any point, big difference.

  • @wickedfifth
    @wickedfifth 15 дней назад

    12:33. Shortly.

  • @CaglaCagdas-fj2eg
    @CaglaCagdas-fj2eg 18 дней назад

    Got my fingers crossed for BRETT and AMKKGPT

  • @inciZeynep-ws9uo
    @inciZeynep-ws9uo 18 дней назад

    How is AMKKGPT better than anything else right now?

  • @KorayMesut
    @KorayMesut 18 дней назад

    Word spreads really fast with AMKKGPT doesnt it?

  • @TayfunSerkan
    @TayfunSerkan 18 дней назад

    When it comes to scalability and future-proof concepts nothing is as outstanding as the AMKKGPT project, these guys know the drill

  • @ristopaasivirta9770
    @ristopaasivirta9770 18 дней назад +2

    Stock up, Elon good.
    Stock down, Elon bad.
    My brain not flat, is smooth and sphere.

  • @MrSkee80
    @MrSkee80 18 дней назад +3

    Sup

  • @charltonblake9967
    @charltonblake9967 18 дней назад +1

    Ha! I actually timed the market and bought right before the press release. Me big brained 😂

    • @rogerstarkey5390
      @rogerstarkey5390 18 дней назад

      Well done
      .
      (But I suspect it was FOMO 😉)

    • @mwmatthews1
      @mwmatthews1 18 дней назад

      In January, I said I'd buy at 140. So far, that's the exact bottom.

  • @tonyduncan9852
    @tonyduncan9852 18 дней назад +1

    You can lead a horse to water . . . 😎

  • @francoisbeauregard1739
    @francoisbeauregard1739 18 дней назад

    Should we tell him that full self driving is working in some small backwater city of Canada with no prior knowledge of the city itself ?

  • @Crisbas45
    @Crisbas45 18 дней назад

    Up 12% is great but we’re still not back to $200 where we were just 6-8 weeks ago. It would have been nice if Tesla put some of the FUD stories to bed earlier in the month. Maybe we would have been back to $200 by now

  • @hypnotechno
    @hypnotechno 18 дней назад +3

    share your portfolio please SMR

    • @vincentshin2294
      @vincentshin2294 18 дней назад +1

      It's almost 100% tesla

    • @hypnotechno
      @hypnotechno 18 дней назад

      @@vincentshin2294yes but was 6million dollars at the peak. Someone said he actually has no cash at all in it just sells ag1 etc so that’s why they asked

    • @saracowgill2144
      @saracowgill2144 18 дней назад +1

      And some property- real estate.

  • @OlcayMumun
    @OlcayMumun 18 дней назад

    Truth is most of all that we would not even have this current climb if it was not for AMKKGPT bringing the main change so that even casuals are super interested now. A brand name like that one behind this asset is just the best we could have hoped for

  • @BurcuRabia-yv8mj
    @BurcuRabia-yv8mj 18 дней назад

    Clearly you haven't considered AMKKGPT even though everyone has it so high up? Why?

  • @richb2229
    @richb2229 18 дней назад

    Tom is closer to the timing than SMR or Elon for RoboTaxi. My guess is 3 to 5 years with the added push by Elon, but it could take longer. Especially, if Elon leaves the CEO position.

  • @sleeknub
    @sleeknub 18 дней назад

    Level 4 is perfectly capable of end-to-end trips. The only distinction between level 4 and level 5 is that level 5 would be able to work literally anywhere whereas level 4 can’t operate literally anywhere, but could work almost everywhere.

  • @mladenmikesertic2990
    @mladenmikesertic2990 17 дней назад

    Lots of good points, NOT a stock player, only started investing because I was so enamored by TESLA and Elon that I became an investor. Only buy and put money into what I believe in. "I vote with my money in real life."

  • @sarvdeepmatharu5698
    @sarvdeepmatharu5698 18 дней назад

    I hope you know what to do with all that money.

  • @MehmetTuba-nc1ve
    @MehmetTuba-nc1ve 18 дней назад

    I think AMKKGPT will be the most important one 2024. AMKKGPT delivers where others fail to deliver and that is very promising