Tesla SHOCKS With New Products Launching Soon!
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- Опубликовано: 25 апр 2024
- Brian White @4kpodcast (host of FutureAza on RUclips)
/ @futureaza
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Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
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Herbert
I have been following Brian White for a longtime now and I think it is time to compliment him, not just just on his knowledge base but especially on his verbal skills and the way he uses his facial expressions to keep the viewer interested. Feel good about yourself Brian, these subtle skills are rare and not easy to master.
Yes, and his sense of humor is awesome
Wow man, thanks!
Shrinking the 3 by ten percent and giving it a hatchback like VW's Golf would be nice.
The problem with that is that is if it's only a 10% reduction in price it's still a $35K car. Getting a US sourced battery alone will make it close to a $30K car.
Logically implementing cheeper components/modules (motor, suspension, control modules) from the upcoming un-boxed platform and combining it with US sourced batteries into the existing model 3/Y platform, should be able to get below $30K. Adding a new smaller model will not reduce the price, until they move to the un-boxed platform.
Thank you Herbert, Brian, great discussion. Is a reasonably accurate summary of your discussion: (from Lars) learnings & improvements to be added to all existing models across the range + any new models; which means not building un-boxed model 2 yet, but will build a model 2.5 now using body-in-white approach (on same lines) ? I'd buy a small model 2 with steer-by-wire + structural battery pack + cybertruck no rare earth induction motor as soon as it is offered ... Not waiting patiently Tesla ... :)
These videos have become TiK Tok for me… I need to lay off the Tesla Pepsi Caffeine 😜😳🤯😂
Ahhh..... thanks for the FSD/CT insight. Makes sense!
Yes, the stainless steel Cyber-RoboTaxi is great. They'll need a marketing wrap anyway.
Cheers, Eric
steer by wire and 48 volt for all new models or refreshed models / also allows for right hand drive to be done cheaply.
Tesla needs a compact car especially for EU/Asia market, M3/MY are considered huge for these markets. Also a compact car with FSD would be an incredible product. Compact car also needs steer by wire, 48v and 800v architecture to reduce costs and weight. Also a VAN is a must ! Why they did not release it yet?!
A crossover would make a lot of sense, small SUVs sell like crazy these days. Something in the segment of the Rivian R2/R3, In other words a smaller Model Y. Additionally, a smaller Model 3 maybe the size of the Honda City (or a hatchback).
Brian knows what he is talking about but Herbert, I invite you to think for yourself not just echo Elon. 😊
Sandy Munro has said that the stainless steel would cost too much and that there are other materials that could do the job that are cheaper and just as strong. I just watched a guy who was making formed foam cabinets for his van. He had said that it was durable but weigh next to nothing. Maybe they could use that for the inside. And Tesla needs to make the floor of the model 2 to be like a truck floor where you can hose it down. I have always hated the carpet thing where it gets all stained.
1) model Y refresh must be done ( refresh of int & ext, 48v, steer by wire), Elon mentioned pull-in of car into 1H25, this will be Model 2 ( smaller,lower cost than M3,MY, probably with hatchback. This car will ease transition to unboxed factory in Mexico since it will be an existing production vehicle when it gets built on new process
I think it will be different shell, castings front and rear, and the new wiring system (48V + ethernet), but use as much of the same mechanicals as the 3/Y as possible.
Cheers guys
Of course if the CT FSD problem was just Rear Wheel Steering, they could have just locked off RWS in FSD until it was sorted?
Just disable the rear steering when using FSD on Cybertruck. No problem since it's steer by wire.
CyberTruck FSD problem
Wow, I never thought of that
.....how the hell do you STRIP the interior of a Model 3 or y ? Remove the seats?
Current Tesla models are all based on the sedans and SUVs that are popular in the US. Hover, hatchbacks are the most popular form in Europe, and other forms are more popular in Asia. I believe the "new models" referred to in the quarterly report refer to hatchback and other versions of Model 3 and Y that are tailored to regional style preferences.
Haha... Please, please, give me a Model 3+ 2-Door Performance with the CyberTruck quick steering and the better blinker buttons!
Did I say PLEASE! 😜 Don't make me ask Santa!
I LOVE your Lite conversation. Porsche does it! Ok, on the "Lite" concept. I'd love a 400 hp RWD Model 3+ "Sport" Sedan and Coupe (aka, 4 & 2 door models). MB, BMW, Nissan, and others do it. My Mk7 GTI 2-door was the Best! Easy for this American Regular-Sized (lol 6' 230lbs) guy to get in and out!
CHEERS, Eric
I almost begged for the lower cost vehicle on your live
😂 x podcast, whe I was talking with Farzad, the Highlander?😊 PS kindness is always free the Highlander.
They need a conventional suv backend on the model 3.
I don't think just repacking the Model Y or Model 3 will suffice. Small car buyers expect something new and fresh from Tesla, not diluted versions of existing vehicles designs that are years old. Yes, I believe they should target the hatchback and small sedan category which are in the largest base for affordability. The new vehicles can't appear "cheap", look how Chinese manufacturers are offering feature rich low-cost cars now. ICE cars in these segments will also be our competition, and many of these vehicles are well appointed too. Yes, as an EV the Model 2, 2.5, etc.., will have obvious advantages, as a Tesla even more so, but It's paramount they appeal to a wide base of customers, therefore, I would not use the Cybertruck design language; it's too polarizing. Not saying they should play it safe either, but perhaps something not so "balls to the walls". 🙂
MY3 Hatchback would be great.
I want T3 Coupe (2 door) hatchback and T3 2 seater (Roadster Lite - Mazda Miata size in mind), T3 Sport (look) and then TY of same if you wish.
I need to be able get furniture and kitchen utility white goods in my car occasionally. The Model 3 is useless in this regard. Further, like the Model Y, it is vastly bigger than I need or want for day to day city driving and parking.
I need a eurobox type car. 4 comfortable seats, 5 at a push. A decent daily luggage storage but a wide open cavern with the seats down, once or twice a month.
220+ miles range with 100kWh charge speed easily beats my families bladders.
A low insurance group would be excellent too.
What are the new models? We. don't. know. But we WILL know. Eventually, there will be photos of these vehicles during testing. Could it be a simple 2dr version of either 3 or Y? Possibly, but 2 doors are not big sellers. I suspect they'll be a different shell (body).... and who knows what other aspects that could save a lot of cost. Patience. We'll see. We'll be excited. lol
Back when Nissan was Datsun I drove a '71 Datsun 1200 fastback...a great, cheap little car, Safety wasn't a concern back then. If possible a similar sized EV hatch, meeting Tesla's safety starndards, would be worthy of consideration as future economy/small ev.
I'm thinking something like a Model 3ish 2 door hatchback...
Reuters should pay Tesla investors for spreading fake news about cancelling affordable model 2 plan
Geez I’ve been posting a few times take the model 3 put 50kw battery, single motor, cloth seats, no rear screen, steel wheels and what ever else they can throw at it they can get under $30k add $7500 IRA and we are under $25k
I think Tesla will make economical model 3 and model Y versions that will have: Cloth seats, steel wheels with aero hubcaps, single motor, 200-250 mile range battery, and other smaller cost-saving feature omissions to bring it to around $20k-$25k (before tax credits). They will still be very performant and nice looking cars. They will all have FSD capability, of course, so people will probably buy them with use as robotaxis. I think Tesla will simply not be able to make enough of them to satisfy demand for a long time.
Give me a model y pickup and a model 3 wagon and I’d be a lifetime brand loyalist… but even I’m not that lucky
You both need to let go of these straws you are clutching!!!!!!
FSD on cyber truck - Turn on FSD, rear wheel steering locks straight ahead. Turn off FSD, steering returns to normal.
For years it seemed like the model 3 was going to be the platform of future models which would make sense. Suddenly, there was a model 2, and now they're saying it's model 3 that will be the future platform
Is a reduced cost version of M3 a new model? In TSLA-speak? Unboxed is dead for now reading in other forums.
Astribot s1. Humanoid robot
Curious what you think of the Cybertruck ramp so far. I was surprised that the recall numbers were so low. When measured against their stated capacity of 125000, their roughly
If Tesla wants to sell these new models in Europe, they better be shorter and slimmer! So not variants ofM3 and Y!
Thanks Brian, you said it!
The ramp is rather fast. Already at 1000/week.
A hatchback of the size of a Renault Scenic electric, and another like a VW ID.3 or Renault Megane electric. Great EVs!
Hello guys
Which RUclips channel has been covering the expansion of the Tesla charging network in the US?
Soon in teslas timescale is often a few more years
So Model 2 will be published in the end of this year and sold in H1 2025, when one core part of it (HW version 5) only now "design ready" (according to Musk)? And what some sort of HW3..HW5 frankenplatform (also according to Musk) will make for the profitability of the whole project?
They are unlikely to produce a new version of the Model 3 as it almost certainly has a higher production cost and, therefore, lower margin than the Model Y. We know this is true for the US because Tesla is putting their US-made Panasonic batteries in the Model Y variants and Model 3 Performance so that hose variants receive the tax rebate. The reason why Tesla wants those variants to receive the tax rebate is because they want to maximise sales of the cars that have the highest margins. That means the Model Y variants have higher margins than the Model 3 variants, and that the Performance Model 3 has a higher margin than the LR and RWD model 3 variants.
Also, I would be surprised if the new car is not smaller than the current models. Batteries still make up a large percentage of an EV's manufacturing cost, so it is going to be very difficult to make a low-price EV with a battery capacity of more than 50 kWh. Add that to what Musk said a few years ago about a car needing at least 250-miles of range and I think Tesla will be aiming to produce a car that can achieve an EPA range of 250-miles with a 50-kWh (or smaller) battery. That means that the car will need to be both aerodynamic and light. That implies that the new car will be significantly smaller than the Model Y.
So, I think we will see a smaller car than the existing models, but one that is built on the original Austin Model Y template - front and rear castings, structural battery pack with attached seats and that forms the floor of the car, conventional frame and painted panels - but with the new motors, a 48-volt architecture, and other next gen features, and a simpler interior and sound system. This car could be built using the existing Model Y line production line equipment at Austin but with some small adjustments made to the distance between robots, etc. to adjust to the vehicle's smaller dimensions. A similar line could undoubtedly be installed at Giga Berlin and, maybe, at Giga Shanghai if Model Y production at Model Y falls to a level where an existing line becomes available.
Wrt Model Y production at Giga Shanghai, there was a report in mid-March stating that manufacturing at Shanghai had been reduced from 6.5 to 5 days a week. I have read that there are 4 Model Y lines at Shanghai. If that is true, 5-days times 4-lines gives 20 line-days of current Model Y production. If one of those 4 lines was switched over to producing the new vehicle, the remaining 3 lines could go back to 6.5 days of production and still produce 3-lines times 6.5-days = 19.5 line-days of production, which is very close to the current 20 line-days of Model Y production.
How come no one is complaining about Reuters story?
"put a cork in it"
by new model they mean just updated 2024 design and lower cost
It's a new vehicle. Can't see them cannibalising an existing market
"Cyber" is just a marketing term.
LUDA!!! 🎧🚀
The Redwood will be a new Model
Show me the money
If these changes are so easy to make, why hasn't Tesla just made running changes while reducing prices?
Not easy. Just possible with existing lines and fast to market.
@@TimArmstrongtimmur Sounds like another slow ramp for Fremont
Modifications of Y and 3 may cause cannibalization. So new models have to look quite differently.
6:30 Tesla Model S3XY CAR 😊
This channel doesn't get the recognition it deserves. As a Tesla investor the kind of expert analysis from multiple different people from multiple fields of expertise is priceless.
The cybertaxi may be the passenger van that can carry up 15-16 people. It could be first used in their Las Vegas tunnels and then placed out in dense urban areas like NYC, Miami and San Francisco.
Here's a sales incentive that may be more or less a fancy dream.
Ok bare with me here,
Free Tesla FSD vehicles. Not really free but since these will be FSD have owners receiving the "Free FSD Tesla" sign a use contract where as the vehicle is 100% Free after 2 to 4 years of contracted cybercab use. So when the owner isn't using the vehicle it will automatically switch to cab mode until called. Cybercab earns the value of the car back from having the private owner cars, and reduces fleet depreciation.
Not only would this sell vehicles it'll boost the economy, help low income earned receive a better income, but also promote the Tesla services and brand....
"Hey Elon if you like the idea sign me up first one" beggars can't be choosers but the cyber truck is sweet!
Thank you Herbert n Brian.
I am very happy with the way Tesla is going.
We do need newer less expensive models. Example: I read the recent new model 3 went from 13 to 15 speakers. Why? Not needed for a non-luxury car. Two or even one fairly good speakers is sufficient for most needs.
Let’s talk about the cars not presented and pretend it means something…
It's not going to happen. How long has he talked about robotaxis, fsd , cheap models. Use this spike in the share price to get out like you should have 6 months ago when the smart money knew the writing was on the wall.
I can put my knee against a wall mounted electric power outlet and if I held the power plug against my knee I could push the plug in.
I think the selfparking EV could do the same. Selfplug-in. 😮😊😊
A $60 installed wall plug at every car park space.
The EVs big battery parked 23hrs every day can be part of the grid.
Vehicles drive building to building.
The grid can have massive storage capacity and can be totally renewable electricity, rooftop PV on every building for every EV.
Rapid chargers at every community battery.
When Tesla licenses FSD, it will need to limit it so that the license does not work in robotaxi mode. Otherwise, Tesla will be creating its own competitor for the robo taxi.
Hello MR OSBORNE..... _this is Tesla calling....._
So thankful for you guys!!!!
sales are dropping, China and Europe looking bad
robotaxi may be made from recycled plastic. single casting
Tesla stock dropping 2% and continue to drop! Maybe too many faults promise from Elon and X hangover has killed the brand!
If you're concerned about 2% swings intra-day, you're not seeing the big picture. Pick any stock chart at random - very few follow a straight line.
Then Bye Felicia! 🫵🏽🧟♀️
Another weak hand heard from.
I think you would be more effective if you would insert some independence of thought in your videos vs. what I judge to be idolization of so much of what Musk says. It is unfortunate.
I think Brian is wrong on the rear steer. I think the new car is going to be a three wheeler or they have one wheel in the back that steerable and possibly you in the front as well but limited so you have more cabin space
*Shave few inches off the back and front of Model-3 and change drive train to cheaper lower powered one with shorter geared top speed max of 160km/h so acceleration is still decent and there is a affordable car with 48vdc inside plus unboxed.*