Bullish Tesla Analyst Leaves Me SPEECHLESS (holy ****!)
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- Опубликовано: 13 май 2024
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0:00 Tesla Bull & Analyst Leaves Me SPEECHLESS
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In this video a Tesla stock analyst just BLEW MY MIND and left me speechless.
Tags: #Tesla #Robotaxi #FSD #ElonMusk #TSLA #TeslaStock #TSLA #TeslaBot #Optimus #Cybertruck
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As always, in this video I'm just sharing my thinking process and my reasoning. Keep using your own brain. Don't be a sheep. 🐑
I love you all,
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p.s. Share your thoughts below. I love to read the comments!
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Why did she say launch August 8th, when Elon said announcement? Then she follows with "rolling out". I think she's twisting the facts a bit.
Okay, she's having a bad day.... RoboCop....maggots instead of markets. lol
Maybe she needs some AG1...
I kinda thought she said roboCop on purpose and Maga on purpose too. Kinda like a bullshit sneeze from the left
@@anthonylosego I'd buy that for a dollar!!
My Tesla drives me from my driveway to Costco and back . No intervention
I can drive myself to Costco. Works just fine every time.
@@darylfoster7944- Excellent! So can many others! But, apparently, not everyone!
Now, try and do a "Study" on yourself, after 1 Drink, then after 2, then 3, and see how far you get before you realize, that's probably at, or over your "Limit" to safely do such a Trip!
Heck, just talk to you local Bar Owner, to see how many drinks people have, before they get into their own car, and try & go home, and how many do that!
The number is probably more people than get Caught!
The whole 1 intentional death negates saving 50k per year argument is ridiculous. The implication is that on the quest to perfection, if an improvement does not result in perfection then improvements should not be made.
who really gives a fuck about timeline? Honestly, a company who is pioneering something absolutely new, give a break if elon doesn't get the timeline exactly accurately. come on!
So few people appreciate the fact that Tesla is solving the world’s most difficult problems. They get butt hurt when Tesla doesn’t roll out the Semi or CT or FSD or Roadster 2 exactly when Elon thought they would. They can’t wrap their head around the difficulty, as well as the technology advances needed to make these rollouts possible. Who else in the world is solving these problems? Nobody.
this is what always gets me. I say "Elon has created rockets that land themselves, internet that spans the globe, soon to be mobile phone coverage worldwide, awesomely powerful electric cars" they say "but it took him too long". What longer than the 50 years NASA has taken, or the "who killed the electric car" morons. Completely braindead people out there.
@@tomdrewenskus8167 "They can’t wrap their head around the difficulty, as well as the technology advances needed to make these rollouts possible." - should surely be "Elon can’t wrap his head around the difficulty, as well as the technology advances needed to make these rollouts possible." otherwise he'd know timeline promises are empty.
@@user-dv1nz2dj7l Sure, beat up the guy doing all of the hard work trying to solve these nearly impossible problems for not giving better estimates. And please don’t criticize the biased media and analysts, because their jobs much more difficult than what Elon is trying to do (he said sarcastically). You can certainly be butt hurt over Elon’s estimates, but keep in mind that it’s not a matter of if but when. And that’s all $TSLA investors care about.
People who rant about time have unrealistic expectations and apparently do not understand “Elon time” is in large part a management practice. Level 1 thinkers cannot understand this.
There are so many people today who are against the idea of computers driving vehicles instead of humans primarily because they grew up with computers that sucked. The younger generation is growing up with computers that do not suck by comparison, especially when you take that concept to the comparison between good and bad drivers. If the question is framed as “are you willing to let autonomous cars kill 4000 people on America’s roads every year” then the answer you’re going to get is “hell no”. If the question is framed as “if a technology is proven to make your daughter 10 times safer on the road would you support that technology?“ Then you will get the opposite answer.
Technology is held to a much higher standard. 4000 deaths will not be acceptable to Americans. I'm not even sure 400 will be acceptable, even though it should be. I think the number will have to be close to zero.
but these same people think nothing about getting on a plane that is probably run by computer 80% of the time
@@patwig0181 the funny thing is that the two hardest parts, takeoff and landing, are done by humans.
@@darylfoster7944 - Really?
In 1987, a Boeing Mechanic showed me the Switch, or "Button" labeled "Autoland"!!!
Yes, I know, the Airlines "Policy" is to have Pilots Fly the Takeoff & Landing, but, both could me managed in other fashion!
Rocket launches are "Automated" because "We" couldn't detect a 1/4° Drift of Heading, while undergoing a 3-4 G+ Launch!
It's the insurance companies that will lobby regulators ultimately when their actuaries say autonomy means less payouts. Same as happened with seatbelts.
Under appreciated prediction
These folks at CNBC jeez - it's just sad how this conversation progresses.
Andrew is an emo soyboi who can’t handle hard realities unless they fit the Leftwing establishment narrative and dislikes Elon. LiDAR is ridiculous… if Andrew could think, he would actually compare the relative merits of with and without LiDAR and see why Elon ditched it. So tired of this question… LiDAR is just not necessary and acting like Elon is not an expert on the question relative to these unnamed “experts” that never seem to have a name or accomplishment to point to but magically had the FSD answer always….😅. Andrew is an empty suit.
2:00 you heard it here first, Robocop is coming 😂
Imagine going from today's world where Tesla gets sued because someone died using full self-driving to a future world where drivers will get sued because someone died when they were NOT using full self-driving.
Yes just like seat belt, its kind of "blame yourself" if you don't put it on.
Maybe one day that will happen. I just drove over 2,000 miles using FSD most of today and today is not that day.
People already get sued for causing crashes. They can even go to jail. It's called vehicular homicide.
Mr Spock. Doctor Spock was a pediatrician.
Mr.Spock. However he did hold several doctorates 😅
robocop!
I am sure that will happen soon.
🤣 That was hilarious! I'm surprised Steven didn't indulge himself with a nice chuckle.
Agreed
Needed in California, NY, Chicago, etc to stop the shoplifting
I think it will happen.
Thanks SMR. Tom is a legend like yourself IMO. Humans can’t survive on only-what-they-want-to-hear information candy alone. A healthy information diet needs to be holistic
I can't believe how undervalued AKWMTTP is, considering who made it and all the tech, vision etc behind it.
Can I purchase this without a Amazon acc?
How long is this open?
Happy to be part of this xDD
I want this coin but can't right now
Really good one for 2024 and beyond
Why do they act like Eberhard has any relevance to anything anymore?
Dr Spock wrote a book called Babies and Childcare. Mr Spock was a character on Star Trek
Her "Robocop" Freudian slip had me laughing hard
Hopefully the regulator is brighter than these 2 tv people
Media is sly, it’s an unveiling not launch. Unveiling is showing what will be use and launch ready to serve and in service, media has their negative steady august 8 when robotaxi is not in service.
“2040 … What an absolutely fucking legend!”
☝🏼Indeed
"Robocops are coming" ... misspoke, but may be their most accurate prediction.
After using 12.3 for over a thousand miles it's a ways away
What happened to SMR growth story ? He seems to have gone very quiet on that ?
How can these CNBC pundits talk about RoboTaxi being revealed in August, and implying that sales will begin forthwith? My recollection of the announcement was that some very fuzzy outlines of the future for RoboTaxi will be revealed. Am I missing something?
That’s so they can claim on the day that Elon is ‘misleading’ investors again, expect an absolute barrage of FUD after the event. Hmm I think the 9th of August might just turnout to be a buying opportunity 😁
@@user-zo2pc5lu5q Then why does Elon have to announce anything? How about just doing it?
Your vids are on my daily laugh track now. Keep it up man! Love the content
FSD is the Ice Killer
This conversation is absolutely ridiculous 😅
13:54 Dr? Spock? What does a pediatric psychologist have to do with this discussion? Oh, she meant Mr. Spock? wow, hard to argue with that"logic"...
After holding for 5 years being all in - yes I am crying in an emotional puddle and tbh it’s fomo that stops me from selling at least part of my position. But my hands are diamond
Hodl
ladar is opinion from engineers with engineering degree and phd. it doesn't matter about their opinion unless they figured out business strategy. Is the cost low where it allows economy of scale? If not, who cares? PhDs have a lot of novel ideas but mostly are useless because it cannot be implemented in business.
@davab beautifully said . ✅
Lidar will not work, too much unnecessary data.
I notice those experts have not built FSD before Tesla. Maybe they are not experts?
Introducing Robotaxi on August 8 is brilliant.
What everyone is missing is Robo Taxi can be every vehicle. Example you own a vehicle and set it to taxi mode when you don't need it for several hours. It's driving around making money as you sleep and returns home parking on the charger pad ready for you to go at a set time.
It's a bold assumption to make that regulators will follow the data. That's not exactly what happened during COVID.
In fact, they did pretty much the opposite. Mask up four year olds because 80 year olds were dying.
And just like that. All is well….
The main issue is: will robotaxi be MANDATED? That cannot be. People have to keep their freedom. Those who choose the robotaxi should also be free to do so, and safety alone will shift people into them.
That sound horrible if we don't even have the freedom to drive our own car. Freedom isn't free, by driving a car we accept the risks. It will be a sad day when car enthusiasts can't even enjoy their cars. Why is he clamoring for the government to tell us what we can and can't do? People always complain about government abusing power, but first thing they don't like they'll scream for regulation. What's next, are they going to tell us not to leave the house either...oh wait
Lawsuits blaming humans for being inherently unsafe creatures compared to AI will compel them fast. It would be absolute that humans are negligent compared to AI gods.
It is not legal to have self drive yet!!
Love the video. I am a believer for AKWMTTP and follow it
Relating to Waymo:)) “Complexity appeals to … people”:))
It’s the adaptagens that make me feel like a stud. I’m loading up on adaptagens! Hooyah!
Enjoyed this. Once again, as a US truck driver. Cross country…there are millions of us. We are the backbone of this economy…if you dont know that, you dont know.
What you at least need to consider is that Robotaxi will eventually be the standard…and so will Interstate commerce and then Intrastate commerce.
I intend to lean into it. I do and intend to INVEST in Tesla and SpaceX. The boon and boom is right there in plain sight. Automation is the way forward, so I say…lean into it!
How to combat trucks of peace. Autonomous trucks 😂.
Data matters: When the reduction of traffic accidents in areas where robotaxis are in use are compare to areas where they are not the statistics will become compelling.
I would suggest when the differences becomes significant the insurance companies them selves will start supporting FSD because the payouts will decline drastically and the bottom line will increase.
Watch th data as it develops over time...
CNBS.. how many other manufacturers get blamed when there is an accident like Blue Cruise,etc...
Riding the AKWMTTP train feels so good, they really know how to make promises count and bring them to reality
Awesome
Fist comment. Nice. I know this guy personally btw. He’s a great dude. And clearly smart.
He is right when comparing to early flights with lots of accident, to now!!!
I'm looking forward to when the first OEM signs a licensing agreement for FSD. It will be game over for all other systems
7:32 why is the 💺 so high😅
Whats up with duds left eye?
A living and breathing other mother brother. Amazing, and what's not to like? And it is so appropriate that the CNBS NPC actually wears a blue shirt, just like in the movie.
lit
Been staking with AMSCR11!
I read in a post in RUclips that lidar works in a snowstorm. Camera is good. Go Tesla Fsd.
If more money means more better then NASA should have been landing and reusing rockets 20 years ago. Just because waymo spends $200k on sensors for each vehicle doesn't mean that money is well spent.
Any analyst/commentator on Tesla should take a ride in v12. They do not understand that when it works, they flip the switch and it will be working in the whole country at once.
The AKWMTTP is just incredible with being still undervalued at 1 USD if you don't know you will never know
this debunks the lidar argument:
are you driving a car? (yes) do you have lasers to help you drive your car?(no) is that because you are smarter than a Lidar system and does not need lasers? (yes) Then what if the car was even smarter than you, would it still need lasers? (million dollar answer)
The cameras are essentially useless in moderate and heavy rain. They are worse than human vision in fog and when it's snowing. They will have to come up with a work around for that. Maybe LIDAR? Or FLIR? Otherwise what happens when you're in a robotaxi and it starts raining? It would have to pull over and wait till the weather clears and then you'd have to get out and wipe off the cameras. That could be a few minutes to many hours. Why does no one realize this? It's a serious problem.
No more DCA if things are progressing and we are at the first step for new ATHs. Hopefully AKWMTTP was the right pick as you recommended earlier
would love to see this tom guys tsla valuation model.. anyone got a link to it? ill send a few doge coin
Penalizes everyone for the autonomy of a personal car because we don't hold others responsible for accidents!!!!
There must be some kind of instrument that could prevent Tesla from being legally responsible for deaths caused by FSD. Oh yeah, it's called insurance. When FSD is demonstrated to be a hundred or more times safer than people, make users sign a wavier stating that their own insurance covers all such events that show FSD was responsible for death, injury and damages. The insurance companies will save so much on payouts because of FSD that this should be a simple matter of fund allocation: the results of which will still be increased profits for them.
Why should the user take responsibility for being a passenger? You don't sign a waiver when you get on an airplane. If FSD is L5, then Tesla should accept full responsibility.
If your Uber driver made you sign a waiver like that to ride with him, would you sign and ride?
@@darylfoster7944 I don't know where you guys got the idea that I was referring to a passenger. I'm referring to the owner's insurance.
Why should Tesla take responsibility for it? Do gun manufacturers take responsibility for their products? No. My friend had a Glock blow up in their hand. Sent it in to the manager in Atlanta and it disappeared, never to be returned or followed up on. But that is besides the point that you are missing.
The point is that everyone benefits from the increased safety, especially the insurance companies so why shouldn't insurance insure the safety when it is so much more safe than the average human driver.
Steven, what was your 2024Tesla stock price Target ??
FSD faces enormous regulatory and insurance hurdles. We are years away. And when it is eventually a reality, robo taxi “profits” will be very underwhelming.
Pessimistic eh? 2030 it will be done. Profits will be huyuuuuge.
By the time FSD is ready for prime time, there will be other FSD providers. The same way that there is more than one LLM, there will be more than one robotaxi service provider. I can almost guarantee that when Elon faces regulatory hurdles he will blame regulators. He'll say they are unnecessarily holding back robotaxis just to give the competition a chance to catch up. He will even accuse them of being in cahoots with the other FSD providers.
@@Christian-fx9ur Is he wrong, though?
Did we already forget that Cruz is actually just remote controller by humans and has an average of 2 drivers per vehicle, which is less autonomous than a normal person driving their own vehicle?
lidar and/or infrared would help in thick fog. otherwise unnecessary.
I believe eventually technology, which enables driving inthick fog will be added to the autonomy stack. However, since today you can’t drive safely in thick fog exceeding a certain speed, the FSD software should be tweaked to account for that, of course. Truth of the matter is that way too many people drive way too fast in fog or other low visibility conditions. This, in fact, contributes to deadly accidents. In the future, I envision a hybrid, autotomy stack, which does not engage the non-visual technology until needed, for example, in heavy fog.
🤡
So what happens in moderate to heavy rain, snow, or fog? The entire robotaxi network has to shut down in that area. People still have to go to work even when the weather doesn't cooperate. What's your solution? Take a sick day every time it rains?
This channel is brutal! It’s informative and positive, yet can be toxic AF.
Watching the incredibly ignorant media shorts prove great points but jeeeezuuuus. I pay extra (too much) NOT to see commercials. They make me wanna throw my phone in the $&@!ing ocean.
Alrighty. I rarely watch these because I know you’re right. I’m reminded every day there are a ton of idiots out there without you telling me. If I do watch I’m off as soon as the commercial starts. I stream some channels at work and hate scrambling for my phone before the commercials.
I know you gotta survive and make money but damn. Brutal.
$15 a month for You Tube without advertisements is worth it
omg I hate MSM
I don't understand how fsd works, but seeing the videos from various people such as cyberlyft and others showing its progress is hugely enjoyable.
Man, how mediocre are the CNBS hosts! 🙄. Their questions couldn’t be dumber. If people at the beginning of the XX century had agreed with their thinking, we would still be driving horses down the roads of the world.
Bro, i bought AMSCR11 in Feburary after your video. i'm up 479%.
Sounds like the argument against seat belts because sometimes they malfunctioned.
Might be instructive to emphasize the low information density of radar/lidar/sonar (only distance information from scanning) compared to a camera signal (16 million colors at 2MP framerate).
Well said: Young investors need to understand science to "separate the wheat from the chaff".
FSD is hard!! If we think GPT is going to be Agi more intelligent than 99% of humans, how can self driving be impossible?
GPT4/5/.. will not (and no LLM) will ever reach AGI. There is a lot of capabilities that LLM's can't handle or are incapable of (by the very nature of their design) that are required for AGI (based on the industry definition of AGI and according to one of the biggest AI brains in the world -> Yann lecun). look up the interview between Lex Fridman and Yann to learn more. FSD is very very hard ( a LOT harder than a GPT ) but it isn't AGI neither. The masterplan behind the complete history of releasing FSD Bèta to user with very low risk-scores is that you want a high-quality driver provide the video's that will be used for training the FSD AI Model; You don't want "teenager" driving skills being used to train your AI model because later on, you'll end up with thousands / millions of hours of low-quality driving video's that will translate into "teenage-skill level FSD" driving. That is not what anyone would want, certainly not clients and regulators.
Tom works for RBC Capital Markets (ya, Canada bank). He's the best...makes Adam Jonas Brothers look silly.
Freudian Slip about Robocops, but hey WHY NOT. That would be wild if Optimus could fulfill that duty.
People don't use vision alone to navigate, even though our vision is several times better than many cameras on the market in terms of resolution, refresh rate, iso etc. we also use our ears and gut feeling.
But really, it's eyes. Deaf people can drive and many people have guts that can't be trusted.
@@ordinaryhuman5645 especially after eating beans
Gut feeling is just another way of saying that you anticipate based on past experiences. As far as hearing, how does FSD deal with sirens?
The cameras are essentially useless in moderate and heavy rain. They are worse than human vision in fog and when it's snowing. They will have to come up with a work around for that. Maybe LIDAR? Or FLIR? Otherwise what happens when you're in a robotaxi and it starts raining? It would have to pull over and wait till the weather clears and then you'd have to get out and wipe off the cameras. That could be a few minutes to many hours. Why does no one realize this? It's a serious problem.
@@Christian-fx9ur exactly, rain, snow, dirt or maybe stickers by a nasty child and Tesla is immobile.
The Humans dual camera system requires 6 axis gimbaling, definitely need more than 2 static standard angle cameras just btw…
But ya HW3 cameras are more than enough for autonomy with a smart enough neural net.
Tesla has 9 cameras
With AKWMTTP 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
I'm betting AMSCR11 will perform well, it havent had a cycle yet and they have a strong community on both, and AMSCR11 update will make rollup fees even lower. Just my 2 cents. Great video goodvibes
logic wins in a long run.
True, which is why religion is doomed 😂
“Doctor” Spock? She has no clue it’s “Mister” Spock (Star Trek).
I stack some of the AKWMTTP everyone is literally mentioning it it has all the momentum
What I get miffed about IS the sheer number of people dying on roads - and society accepts this as the price to pay for personal freedom to travel. Are there countless "Public Safety " announcements ? Are there "Your car is dangerous, pay more attention" campaigns ( as there are for smoking) ? No, because Auto manufacturers don't want to be seen in the headlights ( as it were) - because they would have to spend more money on safety features....Auto building is political, after all, and no-one in the loop wants to stop the gravy train by pointing out how many deaths are caused by the unwillingness to have a "reduce deaths" mandate....
Example: Seat belts were OPPOSED by ALL vehicle manufacturers until enough people lobbied gov'ts to mandate them. The common good prevailed. Hopefully (presumably) it will with delf-driving as well.
There are more than enough safety features on cars. What do you want, the entire wrapped in bubble wrap? There are ads all the time about texting while driving. Yes, when you have freedom, some people do stupid stuff. That's why we have laws and insurance. Deaths aren't caused by cars. That's the same nonsense that guns kill people.
@@gregbailey45 seat belt mandates are unnecessary. It can be handled by insurance. The insurance company states that if you suffer injuries that could have been prevented with a seat belt, then we won't pay your claim.
It is so frustrating to have people say that people killing people on accident is better than robots doing it even if the number of dead people is much higher. It always sounds like people buying virtue with someone else's life.
RoboCop is coming!!🤣
Cool, a "Comm Bomb"
ABSUUURDDLY Hilarious for this channel
Just leaving this here.. My heart goes to the entire community for AKWMTTP building up something which is worth it for everyone. This is so smart by them to launch and shatter the doubts and fears of the common folk, which was misplaced by all the drama we had last years. Everyone knows the state of inflation and recession now and the way out is already in progress. Now its just about catching the big fish, ya feelin?
the 8th is the presentation of robotaxi, not the lunch of the service. CNBC is framing the questions wrong. shame
It’s so they can claim on the day that Elon is ‘misleading’ investors again, expect an absolute barrage of FUD around the event. I wouldn’t be surprised if the stock price falls on the next trading day so another potential buying opportunity 😁
This year everyone gonna be big ballers with AKWMTTP never has a company brought that up before and this will be the perfect bridge to the casuals as well
I do think microphones would be a good addition to FSD. But there is nothing to train it with. So they would have to include the microphones in the cars to get the training data in the first place.
I thought this at first but the only times this might be important are sirens and horns, or possibly other loud crashes but all that does for humans is put us on alert. We still then have to look around and use our eyes to see where the noise is coming from and then we react to that. The AI is alert all the time so this wouldn't be an issue and the inference would still be the same, just maybe with a slightly quicker reaction time.
@cmw3737
I think there are enough situations where you can hear the sirens but not see the vehicle. Like a blind corner or when they are driving 100 mph.
She actually said RoboCop, 😂
The SEC is just mad that AKWMTTP exists this way and that they have to face that and cant hold things longer, time for some last minute buyins on their own end
Ok, I am sold. I will HODL my AMSCR11 for the long haul.
The safety issue is why are people allowed to drive causing way more injury, crash and deaths than full self driving.
As expected we went down a little but AKWMTTP keeps everything strong and in place. These guys really know how to be convincing and the preparation all the years was so well done. Nothing will change in 2024 and nothing will come close to this incredible smart one. True believers for AKWMTTP will have a good year
Somehow people drive without LIDAR.
It's true that there aren't any FSD related deaths yet, but there were some accidents. Wait until more people will have access to FSD and the chances will increase substantially.
Not all human drivers have 2 eyes. Lots do just fine with one.
Everyone keeps saying robo-taxi is coming in August... Elon said there would be an announcement on 8/8. I wish they'd correct themselves. If not, they're going to claim a miss when it doesn't "launch" in Aug. When it comes, it comes, and it'll be huge.