Tesla’s Next Stage Has Officially Arrived.
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- Опубликовано: 26 апр 2024
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
If you like this content I would greatly appreciate your likes and shares!
Tesla Is About To Shock The World.
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I'm not an investor and I don't have any Tesla stock, but I've bought 3 Teslas since 2019 (current one is a 2023 Model Y LR Austin-built) and I love driving and owning them. They have some minor quirks, but the overall ownership experience has been stellar, far surpassing anything I've owned before (I'm 63 and have bought dozens of new cars, muscle cars, and pickup trucks in my lifetime). The reason I admire Tesla is because they proved all the EV naysayers wrong. Thanks to Tesla, we know now that EVs have superior performance, are fun to drive, and are super convenient since they are typically charged at home, don't need oil changes, tune ups, and all the other headaches that come with an ICE car. Whenever I get stuck behind an old smoke-belching ICE car and feel my nose, throat, and lungs burn, it reminds me of how much better the world would be if so many more people drove an EV. On top of that, just imagine our country no longer being dependent on the world oil supply, oil price fluctuations, refinery shutdowns. Imagine America no longer having to spend huge sums of blood and treasure defending oil exporting countries. On every single level, EVs are the future and I thank Tesla and Elon Musk for showing it can be done and how to do it. Kudos to Tesla.
👏🏻👏🏻👏🏻
Well said
I just have one comment, and I am an investor 100%. Its very rare for anyone to behind a smoke-belching car today. The 70's-80's yes, but today's cars are so clean that you don't see smoke or smell it. Now there are people that run around with junk that this is true but not usually the case. EV is way better than ICE in so many ways but I still like them. That is just me. I like automotive. some people just get a vehicle to drive and that is all.
Why not some skin in the game with Tesla stock ?
Most Tesla owners are stockholders. I am heavily invested in TSLA. It's a good buying opportunity right now...
I love how the worst insult is you guys calling each other a bear.
Watching you guy's challenge each other on relative bullishness is hilarious. lol.
Right!!
Farzad, Let the boys express their opinions without cutting them off. Thanks!
Nah I hate those guys.
It’s getting more difficult to listen to him or Omar as they have started to demand cult like loyalty and can not have an open conversation. It’s bizarre
@@allieflounder5764 very bizarre
This was the most annoying I have seen Farzad. The guy wasn’t listening
Wow, Farzad is becoming annoyingly cultish in his Tesla views. These guys are expressing legitimate cautionary views and he calls them being "in this bear camp now"
“I drive it every single day. It takes me everywhere. ITS SO OBVIOUS.”
Yep. This 100%
As a Construction Millwright I was involved in building and renovating car plants ( Ford Gm Chrysler Honda Toyota) from the 80's to mid 2000's I can tell you they were all the same in design the only difference over those years was more robots . Tesla's new why of doing things is a "Revolution" .If I had stock I'd be "VARY VARY HAPPY"
"VERY VERY"
thank you
I mean you can buy stock now. Its like what? 70% down from all time highs?
I think most people who owned the stock for longer than lets say a month probably arent super happy unley they bought it like 2020 or sth, but even then it must really hurt to see your depot lose all that value. Maybe they are happy that they can add more shares for cheap.
@@LunnarisLPthe last part of your comment is what gets me through the day 😂. It’s nice to be able to pick up more at a lower cost. We in it for the long run
good time to get in right now!
If they take a Tesla-3 and cut out the rear 2 seats, do front & rear casting and get up to 7 miles/kWh and cut the range to 280m, the battery pack is 40 kWh instead of 60 kWh. It’s a lot cheaper and doesn’t Osborne the 3 or Y.
That car would break the EV market
I forget exactly why, but in France, Tesla already sells a two-seat RWD Model Y with more storage.
I love the way you guys test each others’ thesis. Great composure on all parties
I wanted them to keep focusing on the long term for two reasons: 1) it would speed up the big moves that really matter by 1/2-1 year. 2) It would cause the short term investors/traders to sell, lowering the stock price so I could get a better deal since I'm still buying and not selling.
Farzad out of the gate swinging. did you have a triple shot plus a redbull this morning?
😂
Farzad- can you help those of us stuck on the 8.9 branch? Thousands of us DO NOT have the FSD trial AND won’t have v12 even with a paid subscription. Something is wrong here and no one is taking about it.
And you’re in the US?..
I shared your comment on X.
@@farzyness many thanks!!
Check these things just in case (unique one at the end):
Assuming you have the correct hardware
--- Make sure your car has three bars or more of wireless connectivity signal and that the throughput is a minimum of 100MB/sec.
---See if you can kick it in the pants by doing the following. Inside the car go into the car settings menu and to the Software menu. Scroll down to the area where it says that it will check for map updates. This same section also checks for all updates.... it should go and check right as you scroll down as this kicks off the download.
---Make sure you have set your software updates to ADVANCED also.
---Finally, when I got my model Y LR in Sept 2023, it would try to download the update but would hang and then try again and again. Tesla service found there was a mismatch in the firmware levels between one of the chips and another. Once they got those in synch the issue went away.
Have you contacted Tesla?
Hanz getting accused of pessimistic tesla cult thought crimes.... 🤣
Farzad? Your out in left field on so many points I can't keep up, but these guys did share some on point opinions.
#1 Tesla is not building the next gen vehicle on existing lines. They will be using "some" of those processes on new models on existing lines.
#2 Tesla has excess capacity, not excess product. They are not over building as you stated.
#3 Tesla is going to utilize its existing over capacity (for little additional COG) to build new models to increase revenue for building out the next gen factory and vehicle.
To my 2nd point, you may point out Tesla's 60K delivery / production difference. To which I point out Red Sea blockage, 2 weeks additional time to navigate around Africa, Elon saying inventory was in the wrong place, and the fact that one ship holds 7600 Teslas, which means just 8 ships in route would account for the entire 60K undelivered vehicles.
I agree with Nicholas and Hans that it is a relief that Tesla decided to do “hybrid unboxed” instead of straight to robotaxi. Need to have FCF to continue to build AI infrastructure to get to autonomy. Plenty of examples of Tesla’s missteps, which Nicholas and Hans point out: solar roof, model X falcon ring doors over engineered ,…
An inexpensive 8 seat van with no steering wheel, could be an FSD replacement for buses and taxis, doing car pool type runs as well
Having 4 doors on each side might be too heavy.
These could function as people movers at airports or large entertainment parks.
This was a fantastic episode! That being said, though there is a risk of ignorant backlash, it is wrong to temper the conversation for fear of a squealing minority or majority. Speak the whole truth without fear and you will be rewarded by those who thirst for it, (most of us). Elon is doing it every day and its what makes him worth investing in! Great show.
NICK DID TOTALLY SAY THAT!!!
...and I had the same worries :)
...it's like how much pain is that gonna cause for how long for stockholders?
...even as a long termer these bearish periods are kinda painful. Sometimes seems unnecessary pain.
Sell your shares if you can't stand the pain!
Tesla never cared about short term Shareholder pain. You gotta accept it holding this stock
I completely agree with Hans, shrink Model 3 to hatchback format and size. They'll sell millions!
That’s what I’m waiting for.
I’m thinking Elon is focusing on one thing at a time here, which is good. If the market is in a high interest rate environment for a while, there is lesser need for a model 2 right now. Cybercabs would actually be more desirable to people that can’t afford even a 25K car. Get the experience on this new platform, and then use it in 2025, etc for a microvan, hatchback, delivery truck, etc.
Confirmed cheaper car good news, even if built on old assembly lines. The derisking uses some ideas of unboxing ideas, which will be tested existing assembling lines. To me, it means the ramp-up new unboxed assembly methods can likely be faster. The more ideas tested on old assembly lines, the better the start-up unboxed method. 😊😊😊
It's a simple concept, Tesla has excess capacity, vs spending Billions on a new line, take some of that , and iterate w new(ish) vehicles at a bit lower costs, with the decreases in lithium and other metals since others are pulling back Tesla will be able to bring these vehicles in the 29k range and use the 7500 Ira money and bring a car with a net effective cost at 21.5k ish and the higher and a higher priced model at 32.5k with a net cost at 25k
Yea, that's on point imo. They have the issue of having excess capacity, which they didn't forsee 2 years ago. So now they kind of have to compromise for capex benefits. The new cheap car won't be as radical, but probably halfway there, but can be built on existing lines, saving billions in Capex. I think it makes sense, just bit disappointed we can't go all the way radically new with the cheap car
When the GPU chart shows H100 Equivalent GPUs, does it include Dojo? Is the jump to 80k just more nvidia or additional Dojo deployments? Dojo2?
Great discussion. my question is why do you limit cybercab to a new platform when it's all about the right FSD version, the most powerful Tesla computer on board and latest camera technlogy...it could be a model y with 2 bench seats facing each other for all we care...comments?
Agreed. After all the continual fud and lies from legacy, won’t upset me a bit WHEN they go under.
Hans is on point about speaking product announcements on this call…
You’re correct to curiosity also Nick…
We know that both business models will apply and we’ll find out the auto model utility later…
It cracks me up the Tesla bulls want credit in the stock market for Robo taxi right now. That’s ridiculous, while FSD is really good and it is much better than it was previously it is still not ready for Robo taxi. I had to take over yesterday just to make an exit because the car would’ve missed it and there was no traffic. They have not solved for self driving right now and you cannot give the stock value for something that does not exist.
Bravo!. But you realize those comments boarder on blasphemy. Lord Elon and the apostles will not be pleased
@@craighermle7727 for crying out let’s eliminate parts that make the user experience better because we can eliminate a part save some money and who cares if the wipers suck
@@mymodely7755 The problem goes well beyond Cybethud wipers
I’m all in with Nick, I believe there are still concerns on several fronts. I also think there is strong possibility of cheaper versions of current vehicles because they are unable to do all new models quickly. I think it was a bit of a stock pump to get people on board with renewing compensation package.
Totally agree!
And as far as I know, for a totally new model to be sold (at least in the EU and US) you need a homologation process. I know in the EU that those papers are available to everyone to get. Last I’ve heard that process takes a fair amount of time. If and when they do that we will know head of time. My guess is that’s it not a new model coming to the EU with in a year at least. Now trims of existing models don’t need to go through that process and can be launched quickly.
Well done guys, can't believe I just spent an hour and a half just being entertained by your thoughts and mischievous digs.
This was your best show in a long time Farzad. I loved the part you telling them they are bears now. It was funny.
What if Tesla - upgraded the wiring to 48v and steer by wire & brake by wire from Bosch then come out with a Juniper Model Y with new CATL battery - Juniper will increase in price especially with a range of near 400 miles then older version with new tech will have a price reduction - Thanks great show!!!
Hans.
The "Cheaper new vehicles" will be the "hybrid" 3 and Y.
.
THEN the "COMPACT" WILL BE THE SAME VEHICLE AS THE TAXI, but with different door and seating options.
You guys are great together. Please note that is is Investor Relations that should facilitate analyst exposure to FSD, on behalf of shareholders. Analysts and media have a lot going on and competing priorities. If Elon says they need to try it-help them do it.
*GUYS*
.
Don't overthink it!
.
(EDIT... Then at 25:20 *NICK GOT IT* !!! A "New model"p can be the *same shell* but different enough to be "NEW" as in low parts interchangeability)
.
As far as I've seen/ heard, Elon said
" *Cheaper vehicles* on existing lines..... Using *elements* of unboxed"
.
NOT " *Compact* (small) on existing lines"
.......
So why not the same "bought and paid for" body styles?
....
*WHICH* elements of unboxed?
.
"Build remotely, then meet at final assembly"?
.
That's likely.
.
How?
Assemble the castings.
Bring them to final assembly.
.
Bolt onto passenger cage.
.
That's "elements" of unboxed.
.
*What else is necessary* ?
.
Split connections for systems.
.
HOW?
.
You take ELEMENTS of the *NEW* vehicles (Taxi, Compact, etc) ..... The SYSTEMS, Wiring, Steering, Braking.
.
You incorporate them into *EXISTING* body styles.
(Again, He never said "smaller", just "cheaper!")
.
So, we see a "Model 3e" (economy).
SAME body (amortized production processes)
SAME or very similar castings.
But
NEW Electric Brakes.
NEW Steer by wire
NEW 48v system (necessary for the steering system and an offshoot of CT)
IN ADDITION
Rear motor (as per the recent release?)
Power/ torque dialled down to 0-60 @6.9 seconds (for economy.... And "6.9")
A smaller pack to suit (50-55 kWh?) While maintaining range?
.
HOW MUCH can these changes remove from the cost of a Model 3, bearing in mind many if the "new" components would be ramping into the full unboxed Gen 3 vehicle later?
....
Nearly forgot.
.
The Model Y version?
"JUNIPER".
(Next, the "Taxi")
😂😂😂 I love the back and forth on this one. This is the first time I've spent so much time laughing on a tesla show without Brian.
Love this more relaxed format of conversation, and your personalities spilling out for us more
I just learned that FSD is in Munich Germany showing the administration the capabilities of the system!
Farzad thinking doing a huge infrastructure shift that would like leave them with stranded assets and being against an approach that smooths out the transition from their current manufacturing equipment to the unboxing is just silly talk. It’s more risk adverse approach to doing the same thing that will cost them less to do while maximizing output.
Even some ppl who are decently educated on tesla fsd are still skeptical of robotaxis because of rare edge cases. In my mind, integration with Grok will address that issue where Grok will communicate with the passenger in extreme edge cases and give a few options on what to do, or hand off control to support person wearing a VR device that renders the situation in 3D
Think about it the new unbox process can be used for the Models 3, Y and next Gen/RoboTaxi lines.
The unbox simplifies the process allowing Tesla to intermingle Model construction when needed.
What do you guys think about a cheaper model / robotaxi that has a composite plastic shell body instead of a traditional body / steel cyber-truck type body? What if it has cyber looks like the Teslaconomics render, but a lightweight plastic body - thoughts?
Just btw,
You DO realise the "unboxed" presentation actually *showed a model Y* ?
I'm puzzled how new bugs are introduced into FSD with additional training data. Can anyone explain? Is some FSD training done on examples of bad driving?
I’ve noticed Tesla Bulls haven’t mentioned lately that OEM’s & there ice part supply manufacturing facilities will soon be stranded assets!!
Why would they mention that?
Great discussion guys, especially towards the end of the video.
Elon’s Optimus in the factories by year end and available to consumers in 2025 sure sounded speculative.
When he claimed its value will exceed the rest of the company combined, that tells you how motivated they are.
Their inference chips give them a leading edge, plus the ability to utilize them immediately.
One question: TESLA Stock still doesn't offer a dividend? Why?
These guys never challenge quality & quality control. What would be truly shocking would be if Tesla entered the top 10 of USA best.
42:00 Completely agree with Farzad. This was my exact same thought. We should know by now that Wall Street dominates the pricing. I would expect a small uptick from higher retail interest. But max 20%. Wall Street analysts will not comprehend the significance. Count on it: They will say, "Well, they are still behind Waymo, and anyway I need to see actual profits first." Some will mention it, but still not adjust their price targets by more than 40% I think. In the long run though, it will impact the entire economy.
The average car owner pays $567/mth and drives 30 miles a day.
Robotaxi would cost $150/mth to drive you.
People will own a car and use robotaxi. Where the robotaxi will be the parking extender. The transportation for the last mile.
robotaxi will never happen.
@@kenth151🤣
Ideally everybody buying commuters switches to using self driving cars instead of ownership to reduce the number of cars taking up unnecessary parking space.
@@hatslapper6860 More people space.
Great interview with open conversations.
Totally agree. 4680 is slow. FSD took 5 years longer. Better to use what you know then build the unboxed next to the regular line and test.
With the learning from the prototyped unboxed process applied to existing lines, Model 3 and Y become cheaper to build. Do they even need to build a whole new car for one of the models to land at 25K? Where they're at on the curve, even slightly cheaper cost prices cause huge bumps in potential addressable market. That equals full capacity++ And justifies building bespoke factories for robotaxi. Also gives them the time necessary to get over the regulatory hump for autonomy.
Yes Hans! I don't drive it either and also totally convinced.. It's so, so close I can feel it!
absolutely loved the discussion, including the jovial digs
My guess is two development teams: Shanghai for the inexpensive compact car and US for Cybercab based on Cybertruck line in stainless steel. The Cybercab can be more expensive to make because its inherent value is so high. FSD in China is probably a year out from FSD in North America.
IT
WON'T
BE
STAINLESS
.
It will be "Cyber like"
It's perfect timing because it's summer in the US and people are driving/traveling more... So more training miles. THAT'S why 8/8
Wish you guys could address macro concerns and what that means to the car industry as a whole and Tesla specifically
Macro will hurt everyone to varying degrees, and those with strong financials will come out on the other side stronger relative to everyone else.
Nicolas is a Smart Guy. Fact orientated and well researched . If you need an intelligent bouncer that stimulates your audience - he’s your GO TO Man.
If Tesla uses the unboxed method for a new model, that means all the other builders need to change their existing assembly lines to unboxed. But wait a sec. It also means Tesla needs to change their existing lines to unboxed or lose ground in the marketplace. Including for the S and X. And Roadster. And Tesla van. And the semi.
Let's say you have a long location line.
Your vehicle has castings which you bolt to the body, then you fit parts. You have limited access to the castings.
So, you " break" the line...
You build assembly areas away from the main line.
Put a casting in each.
Build components onto the casting, working all 4 sides above and below.
The casting is on a Robot table.
When finished, it drives to an assembly area.
The bar code "old style" body arrives.
The casting slots into a new area of the line at one end of the body.
The difference is 75% of the work is done..... You saved time.
It's essentially "the same line" but with "unboxed elements" (ref Elon)
.
Does need 48v, steer by wire, etc to work.
.
Btw...
"Lose ground in the marketplace?
Nobody else has unboxed.
If unboxed is way more efficient, other makers will let Tesla go first to work out the bugs, prove the method. But if it’s as good as people say, everyone will want to do it and eventually will need to, to stay competitive. But that also includes Tesla, with their old lines.
The model 2 is also the Robotaxi, without FSD.
2S3XY.
It pretty simple, they make the lower cost trims a bit lower gross profit say 15% for 3 and y, then lets say lower cost 10%gross profit, u move 1million at 15% or 10% on 2million will be more gross profit, plus the advantages of the ira, battery credits, plus additional data from an additional 25% more fsd subs, all lead to Tesal being even further ahead and putting more pressure on gm and ford. It will force then, at a higher cost to license fsd, see the lower cost models plus scale of data and dollars will position them strongly. Remeber i make these assumptions without fsd/robo taxi watch out competition they are going back to 14 year okd tech, it going to be awesome for tesla
Not "Trims".
It will be a "systems" change.
@rogerstarkey5390 100% wrong not at 1st. Leverage the efficiency, of battery over supply and owm going back in time to hybrids. That 1 reason of the acceleration.
I can’t cite the specific interview, but regarding 48v and steer by wire, Elon has specifically said they will not retrofit Model 3 or Y, it’s only going in new models.
What you should be worried about is that the current lines are available for a new car!
That means they had much more production capacity for Model 3 and Y than they expect to sell.
The idea that things that have never been done before can be performed on a schedule is a strange one.
You can’t know how long something takes until it’s been done.
You can predict how long it will take to build a house whose design you’ve built before. And still be wrong.
But if you’ve never built a house before, any prediction you make will be wrong.
Great chat, gentlemen! Thanks for allowing us to be a part of it. I agree with Farzad and Hans. The Model 3 is a "model." The Model Y is a "model." A cheaper model 3 is a "variation" of that same "model." New "models" are going to be just that.
Model3 was first before model Y
@wiseworlds...Is a two-door, slightly shorter M3 a 'new model?' I think so.
I read it the same way. That they may be producing new models based in the same line with new technologies from the new platform. Not sure if that means new sheet metal or castings for a whole different shape and size. I could see lower grade materials, maybe no glass roof, fabric seats, less battery modules. Maybe a wagon, maybe a 3 door like Veloster or i3. Tesla wants more cars on the road gathering data. Data, software as a service and transport as a service are where the real money is.
What is un-boxed?
Making multiple parts of the car in parallel (like the front, the back, the structural battery pack etc) and then joining them together because you are using technology like drive by wire and brake by wire (thanks to the 48V architecture) and don't need a "box" because there is no mechanical linkage from steering wheel and brakes. Faster production=cheaper to build
I am an investor and aquiring shares. The stock is not going to go higher until it's obvious on the bottom line then the stock will skyocket. It will overshoot question is by how much. My guess is the market cap will get close to 10 trillion then pull back to a reasonable multiple 70 to 100 PE.
What will be the increase in FSD subscription post-April trial?
I hazard 10-20% of the people who trialed it will sign on for continued access. And
Ah!
You "Hazard"!
That's about .... 10-20% probability then.
.
smh
Hybrid Unboxed method=
1. Model 3 hatchback
2. Model Y small crossover SUV
Approx. $30k each pre IRA tax credit
It Elon felt that it would be less efficient and illogical to produce the Robotaxi and the $25k EV at the same time when each Robotaxi produces 5x the gross profits, the removal of 5x ICE vehicles, and 5x the impact to their mission than a $25k EV. Why waist the production capacity, material (batteries), effort and cost to produce the $25k EV until all of the deployment capacity for the CyberCab have been satisfied.
I still think the driverless cyber cab will be built on the Cybertruck base minus off road capability. This will be the new Checker cab/London taxi. This will be more of a fleet vehicle vs a consumer vehicle. It will first be seen in the Las Vegas tunnels:-)
A two door hatchback built on either model 3 or model Y lines.will be the low cost consumer vehicle. The big question/change will be battery packs..
Nope, CyberTruck is too big.
Again, this is a great format. Also can’t wait to see how it goes over the next few months. Farzad and Cindy, as a father of 8 I will say your life is about to go 10x!! 😊
The stock can go up without a surprise profit in the P&L statement. The stock jumped like 100 points after the Hertz deal a few years ago.
Honestly, honestly, the model Y3 and cyber shock really all the three cars that they need. They don’t need to do anything else if they don’t want to.
Hans giving some really insightful info
Changing the factory lines to the unboxed method is another revolutionary idea that creates enough space in the factories for extra lines & for new models rather than produce more of the same 3 & Y vehicles. I expect they will build a CyberVan off the CyberTruck platform, I also expect they will built a couple of versions of the Next Gen Vehicle as well as different versions of the 3 & Y. CyberTruck, CyberVan for families & a CyberVan for businesses & a small CyberBus for all kinds of uses.
IMO the best vehicle for RoboTaxi is the Model Y & if they can refresh the Model Y & find ways to reduce the cost of the Model Y which using Optimus on those lines instead of people will reduce the cost of the vehicle. The unboxed assembly line, Optimus building the RoboTaxi, no steering wheel or pedals & no mirrors will all reduce the cost of the RoboTaxi including using stainless steel similar to the CyberTruck & you eliminate paint will reduce the cost further. Also the cost of batteries are dropping & that reduces the cost further. A Cyber looking Model Y would be a signature car for the Tesla RoboTaxi network that is unique to them & stands out & is another mobile billboard. A silver RoboTaxi with Tesla written on both sides will certainly stand out.
IMO they should advertise the Model 3 as a couple vehicle for young people to travel the country side, go to the beach or picnics & do all kinds of small things around town. Then make a CyberVan or another version of Model Y for families when these young people need a larger vechil for their growing families. A family Van with numerous smart innovations that families need including things for the kids in the vehicle could be a huge seller for Tesla. It's also a sector of the business they have not really tapped given the cost of the Model X which is big enough for families but not cost efficient given they are over $100K.
The next Gen vehicle is going to be for young people & those who can't afford a Model 3 or Y & can be sold in poorer countries that need affordable vehicles. And again they can make all kinds of different models off the same platform for different needs & requirements. I expect that all new Tesla vehicles will have the 48 volt architecture, steer by wire & smaller or less batteries that are more powerful for all new makes & models. Once Mexico is up & running they will repeat all of these new improvements & efficiencies to make all of the cars they will make at Giga-Mexico & flood Central & South America with Tesla vehicles. I also think they repeat this entire process with India & build on the same property in Mexico & India a Mega-Pack factory to increase the sales & distribution of battery storage for all those countries. It's genious 10X chess moves.
I think the advisors told Elon that the share holders were going to not approve his compensation package unless he presented a short to mid-term strategy. His presentation at the earnings call seemed to cater to Wall Street and the those who were worried that Elon had lost his mind.
Good video dynamic with u three...
Guy's didn't Elon say a few months back that even with the Mexico factory being delayed the production of (M2) was to take place with the existing factories, meaning Texas?
Farzad was visibly worried and hoping for a rabbit being pulled out of the hat. But now he is singing like a choir boy with amnesia. 🤣😎😜
You don’t wanna hear me sing.
@@farzyness
You'll be singing to the baby in a month! 👍
If the plan has not changed.
Master plan part 3 page 22. "Compact battery - LFP,, pack size 53 kWh" Just saying.
I think they will reveal the CyberCab, the low cost passanger car, the commercial van, the passanger van and they might even tease the bus... (I give very little chance on the bus).
Regarding what "new veichles" intails:
I just take Tesla at face value, this new veichle or model will be AT LEAST more different from existing line-up than Y from 3.
The "hybrids" will look the same, but be different under the skin.
The " Next gen" will be all new body (but modular) and look completely different (but not a 2 seater).
The systems will be similar to the hybrid models.
I like this more chill conversation 😊
Great discussion, but you're missing something out, and that is how the big money is handling situations like this. Especially with highly traded companies like Tesla the big money makes good profits in both directions, both up and down, and in the medium term they want to accumulate as much stock they can as cheaply as possible before the big move up. And, they don't want it to be obvious to the entire market when the big move is going to come.
Right now is to my mind such a situation when the stock could be in for a big rally, right after the meaningful correction we just saw, plus all the very quick improvement of full self driving and all the very positive announcements made by Tesla after the earnings call.
Loved this discussion gents, great content.
As far as I know a totally new model need a new homoligatioan process in the EU and US. As far as I know that takes quite some time in the EU. Such a process is an open document in the EU and can be pulled from the archives by any one.
New trims don’t need that process and could be done quicker.
I would guess that there are no new model coming to the EU with in the next 12 months.
Nick is *RIGHT*'on batteries.
TESLA will also have the long term supply contracts AND be the *preferred* customer for those suppliers
Tesla needs a VW Golf (and Golf GTI) competitor in terms of price and size. Model Y will seem like a low volume vehicle compared to Golf-like vehicle. This would be a game changer in Europe, China AND the US (as city car)
If FSD can already (almost) do autonomous robotaxi, how long until Tesla does an autonomous air taxi? Batteries are already good enough for short range flights (think shuttles from city center to airports). All the tech (given FSD) is already there 🤯
Yes keep pumping up...
What is meant by "unboxed"?
Currently the whole body (‘in white’) is assembled for painting, then disassembled, everything else fitted and then the doors etc. refitted.
Unboxing means completely assembling the sub assemblies before sticking them together.
The case for the 25K non-robotaxi car are foreign markets, ASIA, INDIA. South America. These foreign markets buy small cheap cars. China will be selling in these markets too.
Add front motor single drive motor and 48 volt low voltage
‘Unboxed’ cost savings another empty claim? Shocking.
LOL, Ross and Gordon Johnson on Farzad's case!
Wow! Channel host seems unable to see a reasonable concern. I will have to be very careful vetting any statement he makes. That is disappointing.
Its very possible they are going to use the platforms to make the new cars. They probably wont reinvent the wheel on new models. So a model 3 might be a lesser car and so on to make it the cheap. Will see. Its hard to believe they will start totally fresh with new models. I'm excited to see what it is, and don't really care if they did do a version of existing models to build new models.
How about the idea of the skate coming to reality? Model 3/Y chassis with low cost body? Same with Cybertruck chassis and Model S/X chassis?
This seems insane to me. How many 9s has FSD achieved in the best localities? Is it even 1x yet?