E83: When Will Investors Wake Up to Tesla’s FSD and Tesla Bot?
HTML-код
- Опубликовано: 28 мар 2024
- Cyber Bulls E83
When will Tesla Bot impact $TSLA stock?
Competition with Bot Vendors?
When will FSD impact $TSLA stock?
Expectations for Vehicle Prod and Deliveries Q1
Special Guest Bulls:
Scott Walter
The Bulls:
Herbert Ong @herbertong
Alexandra @TeslaBoomerMama
Jeff @thejefflutz
Xander @R6Alex
Cyber Bull Episode Playlist:
/ playlistlist=plwspbjzc...
Get Free TESLA Milestone Tables
My website: www.TeslaInvestor.com
Check out 15+ modules of resources for the $TSLA Investor
Join this channel or Patreon to get access to perks:
Get free access to 15+ modules of TSLA investor resources
Become a member: / @brighterwithherbert
Become a Patreon: / brighterwithherbert
Use my referral link to buy a Tesla product:
ts.la/herbert23392
❤️ Thank you to everyone who supports me and this channel! I really do appreciate your likes, subscribes and comments.
Let's get brighter!
Website: www.herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities.
Author is invested in many Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #TSLA #stock #ElonMusk #investing #teslabot #technology #ai #TeslaNews #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD 
Наука
![How to Get a Developer Job - Even in This Economy [Full Course]](http://i.ytimg.com/vi/6nz8GXjxiHg/mqdefault.jpg)
I hope this video helped you get brighter about Tesla!
My website: www.TeslaInvestor.com
See the MOST comprehensive resource for the $TSLA Investor
Get FREE TESLA Milestone Tables
Join this channel or my Patreon to get access to perks and free access to 15+ modules of TSLA investor resources
Join this channel: ruclips.net/channel/UC4DBLlq1x0AKmip1QJUcbXgjoin
Join my Patreon: www.patreon.com/brighterwithherbert
Use my referral link to buy a Tesla product: ts.la/herbert23392
Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments.
Let's get brighter!
Herbert
Re: Pricing. Previously lowered prices have (predictably/intentionally) decimated others' (including margins challenged BYD) far less competitive EV sales, causing well received critical scrutiny of Tesla, boosting interest in their products while pricing is lowered. Impending price hikes (along with CT, world record setting Y sales, plus Highland/Juniper halos) have created pricing (& credits) FOMO among prospective buyers, bringing the best informed/financed ones quickly into the market. Given stress being known as a universal killer, three months of free mega stress relieving sFSD will create stress free addiction syndrome (SFAS)(+ jonesing from misuse suspensions), likely enhancing take rates beyond WS expectations. Add exceptional Megapactory demand for additionally high margin, silicone-based, instant response, solar/wind powered, grid stabilizers, vs slow/costly/dirty gas turbines, much coveted by grid operators, that easily project to become > 2x their EV sales, & Tesla's prospects are undeniable, based on their proven tradition of overcoming whatever obstacles appearing before them, with unblinking & decisive, aplomb. Also, Re: Net New Jobs for Optimus. Affordable nursing care & companionship to help our parents live out their lives with fewer thoughts of burdening their offspring & communities.
P.S. Both my Mar'22M3P & Sep'22MYLR are destined for their respective Highland/Juniper upgrades when those Ludicrous versions become available, plus hoping for the FSD transfer program (timing factor?) to be in place. Taking bids on the used ones. Thinking Fall'24, for each.
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.
@@ibrahimbappah4255 True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit a 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
@@JamesProffitt-kq9sj Congrats! The market to me is like a lucrative chess game, incredibly difficult to outperform, it's all about understanding how the world moves, its history, and psychology... mind disclosing info about your CFP? I'm quite curious.
@@EldenBailey-yv3ot She goes by the name ‘Victoria Carmen Santaella’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finances, but so glad I did.
@@JamesProffitt-kq9sj I feel thrilled about this, curiously inputted Victoria Carmen Santaella on the web, and spotted her consulting page ranked top. I've seen commentaries about advisors but not one looks this phenomenal.
FSD taking over for the driver is a genius idea Scott.
Full circle.
Xander you need to fix your audio
Outstanding discussion. I'm looking forward to the Singularity and I have been for many years. It's going to be the most exciting time to be alive.
In relation to your discussion about FSD, I am from Portugal, Southern Europe, a small country, I have a Model 3 with Auto Pilot Basic and I can say that it already works to prevent accidents, in other words, it is already a car that is more safer than a non-Tesla car. Therefore, with this evolution of FSD, the purchase of FSD will always have a huge security issue, it will always be a reason for purchasing FSD. There will be a decrease in road mortality.
Most cars today have accident prevention features. Sure it's not FSD and never will be but I doubt that FSD in irts current state is much saver than any other modern car which is equipped with these features
First of all, I have no interest in saying what I said, I'm not part of any lobby and secondly I'm not sick of any brand. Secondly, I'm talking about something that I use every day... so I don't understand where your idea is supported, other than defending a car production industry that has nothing to do with a company that defends an idea (FSD) , which goes hand in hand with the idea of increasing safety on the roads, a change in the use of energy, if this is not an innovation and something that already exists, then you have to open your mind.
Sure a Tesla is safer than a Dacia with none of these features but thats not a fair comparassion. My point is that FSD, esepcially the System in Europe, is not safer than any other a modern car with safety Features. Blindspot warning System, adaptive cruise controll, emergency braking, lane keeping...Thats "Old stuff" and almost every modern car offers those features.
FSD goes far beyond safety, given stress being known as a universal killer, three months of free mega stress relieving sFSD will create stress free addiction syndrome (SFAS)(+ jonesing from misuse suspensions), likely enhancing take rates beyond WS expectations. Add exceptional Megapactory demand for additionally high margin, silicone-based, grid stabilizers, vs slow/costly/dirty gas turbines, by grid operators, that easily project to become > 2x their EV sales, & Tesla's prospects are undeniable, based on their proven tradition of overcoming whatever obstacles appearing before them, with unblinking & decisive, aplomb.
If Tesla could drop a vid of a Optimus bot driving a tesla on FSD...now that would be your ChatGpt moment!!
A bot loading a parked cybertruck at a warehouse. Two bots working together.
Yes, but Tesla is stooopid as fuck on marketing and have no PR department. They would have a massive rise in stock price and image/brand if they just did the obvious in marketing
How many employers buy smart phones for their employees to make them more productive & be constantly in touch? Now imagine these same employers decide to buy a Bot for their employees to help them with their work & allowing the employee to take the Bot home to help their employee manage their daily lives better which as a result helps the employer. Happy Wife = Happy Life. Happy Employee = Higher Production.
Time is the most valuable commodity on earth & if every employee has a Bot to help them manage their time better that should result in greater production for most employees. The time saved by having a Bot do some thing freeing people to work on things that are more relevant & important to them. And frees up more time for people to spend with their families, loved ones & doing whatever makes them happy. This is the start of a brand new world.
Why do that when you can just buy a bot to replace the human entirely?
Great discussion, and I hope Xander watches this and is inspired to find/fix his audio/connection problem!😊
I think it would be smart for Tesla to first run bots in their factories and then in Tier 1 suppliers and then tier 2 suppliers and so on. There are network effects in Tesla getting money from their suppliers which essentially makes their products cheaper. Wall Street may be lulled to sleep by that but its strong network wise.
Pretty sure they've already told us that's the plan.
Tesla is the only once who are going to use tesla bot... The rest will buy from china.
@@user-qh9lu5cl6n curious if you have a link where Tesla states they will sell to tier 1,2 and 3 suppliers before selling generally
Why? By the time its ready for their factories they can build whole lots for other companies. They wont be able to supply demand, and they can profit off of selling their bots compared to using them in their plants.
@@disco4535 you could either get a certain $/hr from the general corporate population or with your vendors( their vendors and so on) and get the same $/hr and significantly reduce your product costs, thereby gaining more leverage over your competitors? They have 10k vendor supplied parts in their cars, their vendors have vendors and so on. It’s a network effect.
For anyone who has young children FSD will become a major Tesla selling feature. Volvo and Michelin were masters at making safety #1
In regards to Bot Competition:
The TAM is so massive that any competition will just be useful information to improve Optimus.
If it is good enough - no regulation need to mandate fsd. People will move before required.
Gary Black won’t recognize the bot value until it shows up as a line item on the P&L.
Another key impetous for FSD uptake is growing populations of elderly people who have lost their licences to drive. Losing your licence is an incredibly debilitating life changing event. FSD will radically improve the lives of the elderly and otherwise disabled people.
Bear in mind that having bots assisting with the assembly will completely redefine the concept of an assembly line. You may not even need an assembly line at all. If you had 10 bots working to build the 11th one, and their movements were completely planned and coordinated, they may be able to build the entire new bot without moving it.
This logic may also apply to future vehicles. Imagine if you had bots that were strong enough to lift cybertruck doors. 10 of them could operate with the speed and fluidity of an Indianapolis pit crew and assemble an entire car in minutes with no assembly line at all.
Afternoon guys
At 4:20 Dr. Walter noted that current industrial robots are still needed. Will the paradigm shift in learning and programming be applicable to current HD robots? It seems that neural net based controls/SW could make implementation easier, cheaper. Also, could these new control capabilities allow for simpler fixturing and part positioning tooling?
nice discussion about society and bots. cameras may be an important factor. I think the frequency of keying Teslas has reduced.
Where is Alexandra… 😩
She must got tired of Herberts non stop bullish pumping and realized that he brings the collective IQ down.
A couple of days ago Alexandra said that she was very busy with her business and wouldn't be online much until things settled down.
Retail is buying too, imo
fsd looks promising to the bottom line over the next 9 months ... bots and cyber truck 12 to 36 months etc ... then energy immediately etc ...
Agree. Previously lowered prices have (predictably/intentionally) decimated others' far less competitive EV sales, causing well received critical scrutiny of Tesla, boosting interest in their products while pricing is lowered. Impending price hikes (along with CT, world record setting Y sales, plus Highland/Juniper halos) have created pricing (& credits) FOMO among prospective buyers, bringing the best informed/financed ones quickly into the market. Given stress being known as a universal killer, three months of free mega stress relieving sFSD will create stress free addiction syndrome (SFAS)(+ jonesing from misuse suspensions), likely enhancing take rates beyond WS expectations. Add exceptional Megapactory demand for additionally high margin, silicone-based, grid stabilizers, vs slow/costly/dirty gas turbines, by grid operators, that easily project to become > 2x their EV sales, & Tesla's prospects are undeniable, based on their proven tradition of overcoming whatever obstacles appearing before them, with unblinking & decisive, aplomb.
Hi, gang, the Highlander here.😊😊
I wonder if Tesla's AI and software ability, which they use for factory builds, car pricing, car usage and charging, Supercharger networks, in-car, OTA etc., could be useful for assembling, pricing the robot, deploying the robot, updating the software, etc. And really, whether this software advantage ( already deployed at scale) , will enable Tesla to "always" be ahead of anyone else, when it comes to humanoid robots. (Just OTA must be a huge plus...., and that has proven difficult for others )
What other manufacturers have Vision? And isn’t that essential for a Tesla bot type application?
There certainly must be many applications for Optimus/humanoid-like bots easily identified, both inside and outside of manufacturing.
Re: Net New Jobs for Optimus. Affordable nursing care & companionship to help our parents live out their lives without thoughts of burdening their offspring & communities.
Two years Herbert. The bot will have to be leased at scale before we see a significant movement of the stock with respect to the bot. Energy will move it first.
Electronics assembly and textiles would be the first place we should be going
Licensing by 2 companies, 1 of them major.
The issue of balance is something you guys don’t seem to be talking about. A car sits stable on 4 wheels the idea of a bot that can go in any direction would seem to bring extra issues.
Many say WS needs to see bottom line from Bots before buying into more stock. Compare with Hertz announcing to buy Tesla cars and the stock went up $33 in a day. Bots are many times bigger than a company buying Tesla cars. When WS gets Bots, the stock could go up $100 in a short time time.
Yeah Sir
I would like to hear some insights regarding how and when Tesla might start to take some liability. I say some because I don't see how a car can drive through a public parking lot on Summon or Banish - without a driver - without Tesla taking liability at least for that part of the process. If you believe that, then Tesla taking liability can be 'gradual'. They take liability for Smart Summon and Banish but then it's supervised FSD where the drive takes liability from there. Taking full liability for the whole process will occur later......
They made a very convincing argument that Tessy stock will remain flat for several more years
😂 I must have missed that part.
Too many good videos I can't keep up thanks Herbert!
Xavier, sound still cutting in & out??
Earnings folks. It will go up only if it shows up in the earnings. This is how big money thinks. We retailers don’t have the power to make it move.
nope (a part of) the market is forward looking. Think guys like the Baron.
It's all earnings NOW because Tessy has successfully lied/hyped/promised so many things that haven't come to fruition that they have burned through all investor credit.
Thats why new IPOs are able to come out of the gate at zero revenue with a ten billion valuation because they haven't been proven liars yet and still have initial credibility they can burn through
Incorrect. Earnings will push it higher/lower. But There are many other catalysts that can do that as well. Demonstrating an impressive breakthrough with Optimus would send the stock higher, even if revs from them arent even close.
No
@@disco4535 Yes short lived pop ups. Sustained increases only with earning growth. I concede another major catalyst which is rate cuts. These support’s sustained growth in the stock.
It needs to demonstrate that it can do USEFUL work over LONG periods of time without needing ANY intervention. Otherwise, it's just a nuisance and will cost a lot more than having a human (especially at the current prices).
Of course. It's still extremely early in the technology but it is inevitable that it will come and it will be an S curve, like all new technologies
With bots, the musk universe would be capable of disrupting every other industry. They could replace Nike, general Mills, trek, or Boeing.
TESTLA IS A DONE DEAL : Daily I see Tesla/SpaceX progress in construction, be it the car park in Texas or another starship etc, etc, etc.
Compare this to setting up a mine with its mineral processing, where there is a wait for multiple years. Tesla is building tangible assets, building an exciting future, is self funded, making profits & getting top value for its R&D.
"Lets accept the in-house experts are smarter than all of us amateur commentators & accept Tesla's management structure is ahead of its competitor on multiple fronts.
I'm looking for the next minnow, and it needs original thought."
Xander had his ear buds dual connected. It was annoying.😢
Good to see you Bulls becoming more realistic over time! Tesla’s car biz is feeling the heat from what’s becoming a flood of Chinese competition, as well as continued high interest rates and offensive tweets by a distracted Musk. Meanwhile, it’s not just Optimus anymore, but a flood of competitors there, too. And FSD, despite NNs, is still probably at least a few years away from being legally approved Level 4 or 5.
Re: Realism. Previously lowered prices have (predictably/intentionally) decimated others' (including margins wanting BYD) far less competitive EV sales, causing well received critical scrutiny of Tesla, boosting interest in their products while pricing is lowered. Impending price hikes (along with CT, world record setting Y sales, plus Highland/Juniper halos) have created pricing (& credits) FOMO among prospective buyers, bringing the best informed/financed ones quickly into the market. Given stress being known as a universal killer, three months of free mega stress relieving sFSD will create stress free addiction syndrome (SFAS)(+ jonesing from misuse suspensions), likely enhancing take rates beyond WS expectations. Add exceptional Megapactory demand for additionally high margin, silicone-based, grid stabilizers, vs slow/costly/dirty gas turbines, by grid operators, that easily project to become > 2x their EV sales, & Tesla's prospects are undeniable, based on their proven tradition of overcoming whatever obstacles appearing before them, with unblinking & decisive, aplomb.
Cybertruck ramp is nearing 1,000/week, no? That's what Joe Tetgmeyer estimates...
I don’t get the fixation on production numbers. Everyone knows that there have been disruptions this quarter. It shouldn't affect the overall value of the company. It's like looking at the temperature on a spring day and saying what the summer will be like. It is just part of media hype. No one cares what gm produces per quarter.
Completely agree. I actually monitored the media coverage last summer. Remember how the stock went up to like 250-270 in July? The months before that, and even during the stock bull run, the media coverage was continuously negative. It was kind of funny- lots of doom and gloom on Tesla in the media and the stock kept going up
The world is changing around us at a rapid rate, and all people can think about is the stock. This is crazy.😂
Tesla needs to be able to get preorders for the Bot. As soon as the analysts can presict future revenue and impact on EPS, we will see an impact on the stock. Everything else is irrelevant.
Agreed, most lack imagination so are unable to visualize and forecast. Those who can, gets the opportunity.
I'm back
What happened to Alexandria...?
No impact in 2024. Bot in 2026. FSD very little...it's a feacher...price willingness low. Robotaxi 2027 - 2028 in some areas.
I doubt Hobotaxi will ever be a thing. Too many problems with actual use.
It would take millions of bots just to keep the interior clean, and no one will stop the tremendous vandalism that will occur
I@yourlogicalnightmare1014 internal cameras. Ability of the robotaxi networks to validate users will limit internal vandalism. I don't think it's a problem beyond our ability to resolve
Xander REALLY NEEDS to fix his audio
And how are they going to handle the employees as they're replacing them one by 1? ATTRITION.
Do we really care about workers when we develop their replacement?
Tesla share price is down over 30% YTD even with the robot and FSD being spooked by the EVangelists
Why didn’t Xander fix his audio. 1.5 hours later…
Since Elon said they would grow on average 50% per year they have not had a single 50% growth year. That's just plain facts do with it what you will, but the stock isn't going to go up until growth starts again.
Go watch Steven Spielburg's movie AI: Artificial Intelligence released in 2001. AI robots will more than likely be treated like that.
Really guys, again a talk on when the stock will change😵💫?
No impact in 2024
Sure hope I have that long. Expecting quite a bit of negative coverage.
@@TR-qt8tfYep, there appears to be widespread Elon-centric FUD out there that will continue going, I think. Unfortunately.
Its a good thing! Amass more stock! :)
What will be the impact over all? What will replace the income of those that are no longer useful? Don't you realise that people who do manual labour don't do that because they want to but because they can't do anything else. How will their income be replaced? That income goes to buy the products of the robots. Who will the robots sell to? Those are problems that are far more complex and difficult than creating the robots and they don't seem to be addressed by anyone.
The Industrial Revolution eliminated the need for the vast majority of people to be farmers. Most transitioned to other roles but we did end up in a place where social security and other social programs were created. The robotic revolution will be a progression of this process that has already started.
I just had a thought; Apple…It will be eloquent and elegant at the same time and very app useful. Probably gonna call the thing “Steve”. Apple may have ended the car dream, but this new realm? They will not let it pass…klp
bots driving ICE vehicles ? If FSD is ready for general release then training a Tesla bot should be a 'no brainer'?
2028 if they are successful but $TSLA might be so low by then it might affect it back to today's value
Elon needs bots to build mars base
We will "wake up" when they start producing these things. We are STILL waiting on SEMI (7 yrs late, so far), Roadster (7 yrs late, so far), Cybertruck is the slowest rollout In history with less given than promised. Oh, yeah, & that $25k car is 7 yrs, late too. Um, is FSD is out for the masses yet?? NO. 7 yrs late. Who needs to wake up? Me or You?
tesla already drive themselves at the factory parking lot
Make the Bot double as a vending maching for marijuana and watch the profits soar!
The Media and all Teslas competitors (supported by media) VS Tesla. Tesla will always get shit on by the media and it’s competitors who pay the media. That’s the bottom line.
Xanders new setup sucks ass. I could hardly hear anything he said through all the static/distortion
The next bull run is coming for EV companies. NIO will be TSLA's main competitor and the 2nd leading car manufacturer in the world by 2035. Once TSLA releases the Compact TSLA in late 2025 this will cause demand to soar. Everyone in the world will be driving fully autonomous electric cars by 2040 produced primarily by TSLA and NIO. The stocks have both been crushed by demand concerns, but a large scale compact affordable EV hasn't even been developed yet...we are only at the beginning. The rapid transformation is coming.
Can you break up a company that has their roots in hands in every country and state in the world??
I have no idea of stock movement...tesla is not following any logical analysis, just a battle of hype versus fud
Xander needs to fix his mike.
There are so many logical fallacies in here that it’s hard to count. You’re scared about Tesla’s performance and trying to fool yourselves.
This is ALL JUST TALK
Herbert = nonstop talk...just talk
When Will FSD and Tesla Bot Impact $TSLA Stock? While Tesla is only car company the make most of their revenues from their vehicles. FSD and Bots will be just added service the average Joe will not be able to afford or want or need it.
Not only that... Most other bot creatures already have investors and deals... China will probably be the mass producers of robots and evs