Big Win for Tesla & America / Elon on Tesla's Compute / Tesla's Prototype Testing ⚡️
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- Опубликовано: 13 май 2024
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00:00 - Huge Win for US
3:23 - Tesla SuC
6:14 - Cybertruck Pack
6:58 - Elon on Compute Pt. 1
8:19 - Caution
8:50 - Tesla China Sales
9:55 - Paril Jain
10:51 - Tesla Settles
11:44 - Elon on Sweden
12:09 - Autonomy Ban
12:52 - Elon on Tesla's Compute Pt. 2
14:08 - Cybertruck
14:55 - Bloomberg Hypes Tesla
16:22 - Elon Meeting
16:40 - Prototype Testing
18:41 - Cruise Starts Over
19:22 - Lucid Q1
19:49 - Confirmation
20:08 - Hummer Entry
20:21 - Blade Gen 2
20:52 - Port Congestion
22:05 - Rivian Production Pause
22:14 - Maryland First Mover
22:53 - BESS Concern
23:36 - California
24:16 - TSLA Stock Today
===================================
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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.
#TeslaCompute #TeslaNews #TeslaStockToday 
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Hope y'all had a great weekend - those of you that saw it...what did you think of the eclipse?
Houlton Maine. Perfect skies, very little traffic. 3 1/2 minutes of totality. Awesome experience!
Drive from GA to Austin. Totes worth it even though it was cloudy.
We drove from The Bay Area to East Texas to see the eclipse in totality in Sulphur Springs, TX. My BIL lives there and so we had a built in hotel and charge site. It was absolutely fantastic. We had never seen a total eclipse before and it didn't disappoint.
We drove the Model Y for the first time rather than our Model 3. A lot ore room for dogs and gear. Everything has gone swimmingly.
Dillon.
12:33
Typo?
Surely that should be "The van even extends to driving a vehicle *capable* of Autonomous driving *WITH* the system engaged"?
.
If it's "without" (as written) that reads as
" *NO* Level 3, 4, or 5 *Capable* vehicles are allowed in BC" (Whether or not they use the system) ?
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.
@@EdwardWells-bj4eh 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.
@@DawnCalhoun-vl8ew 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.
@@JerryPhillips-go5eo Sure. She goes by ‘Kristin Gail Cunningham’. Just research the name.
@@DawnCalhoun-vl8ew I feel thrilled about this, curiously inputted Kristin Gail Cunningham on the web, and spotted her consulting page ranked top. I've seen commentaries about advisors but not one looks this phenomenal.
Best Tesla News channel.. Thank you for keeping up the quality work. I listen to you daily.
Just hopped on the train LETS GO 🚀
appreciate the support!
@@DillonLoomis22 Seriously man, no clickbait, no BS, chapters are all marked...Well done my friend!
Same here Dillon
Agreed
FSD. On my 2020 model 3 just took me to the gym through complicated city traffic, red lights, construction vehicles with flashing red lights with no slow down, and very complicated six outlet traffic streets, and then it brought me home.
I have experienced some "wow" moments, testing 12.3.3 (correctly identifying hand-held "SLOW/STOP" signs in construction areas) and some "ugh" moments (getting close to my destination which requires a right turn off the road, driving behind a large, slow commercial freight truck in the right lane and then having the Tesla get impatient, tentatively begin to pass via the left lane, having second thoughts, returning to the right lane, then trying it again, returning to the right lane, all while burning available distance to make that right turn)
2022 model 3 owner here. My plan is to drive this car for 6 more years then give it to my kid and get a Model S or equivalent type car in the future. Wife has a Lexus and it’s been awesome to own as well. Excited for the future when she’s comfortable having 2 EVs
At the Baldwin Chargers the gas tanks next door have a canopy over them extending to the store. The chargers are in the open. In the pouring rain a canopy would be nice and solar collectors would even be better.
Regarding hand signals, in videos I've seen, the screen shows the human moving away whenever the car responds, which might coincide with the person waving. But it's definitely not reacting to the hand signal by itself.
I think that Supercharger Station able to be installed on 4 days is pretty exciting!
The president of TSMC said at Stanford U interview this year that the culture in Taiwan is essential for their success. Something about the turn over rate of employees in the US is rediculous!
yeah, that and the lack of technical semiconductor experience in the states!
Yeah my impression was that the US semi plan was dead.
I expect this is money poorly spent.
Every sentence is filled with info, thanks.
Great to see ANY manufacturing coming back to the US!
"For the first time ever"?wtf? semiconductor chips were *invented* in the US (William Shockley, then the "Traiterous 8" starting at the Fairchild plant in South San Jose (which later caused birth defects to spike in the area). More like...first time in 40 years
Yep, I live 2 miles from Fairchild ground zero.
Hopefully the large Florida Supercharger location has solar canopies!
Smart, very smart!!
I’m hoping Tesla gives us an update to 12.3.4. And extends the trial. 😁
10:50 could also count those running in shadow mode
One of the biggest advantages of making 3 nanometer chips is that the factory itself can be really really tiny.
You do a great job explaining high tech stuff to someone like me who is a little slow!! Thanks for another great video Dillon!!
A half full (physically stocked battery will not raise the vehicle center of gravity as badly!
Cybertruck pack imo: 1 - i think they are waiting on more batteries and then they can fill up the packs for max ranges. 2 - the same pack will be used in the upcoming van/bus and that pack will be filled up.
Perhaps Tesla will produce a LR AWD CT with 470-mile range with a full up battery pack, just to compete against the Chevy Eldorado EV and Dodge Ram EV/hybrid?
@@hvu6037 i dont think they need to do that, they have 2m orders. They are selling CTs for 100k with less range. The margins (once ramped) will be insane. Why increase the battery range (cost) when those cars are already spoken for.
Agree. The Cybertruck pack is ultimately intended to comprise everything they outlined in Battery Day. This pack is housing some intermediate form of 4680 cells, integrated in v1 of 800 VDC architecture. It is bound to change and expand - the ultimate 500 mile range is baked into this form factor, the batteries just need to catch up.
TSMC is putting itself in a favorable position post invasion.
If it made a load of sense to have solar canopies at supercharger stations they would have them already. A car space sized canopy would supply less than 1 car worth of energy per day and you would need to also install battery back up. Too expensive for too little return.
Solar canopies wouldn't make any more or less sense than installing solar panels on rooftops. No batteries needed, just reduce the amount of power consumed by feeding some power back to the grid when no cars are being charged. Their value would come from providing shade and shelter from rain as well as making people feel good about getting some of their power from solar. Reality is most of the power would be from the grid.
@@alanhall6909 when you’re installing thousands of them it’s a big outlay best avoided. Maybe none Teslas charging can pay for canopies later in the game.
Tesla is PV panel constrained.
@@paulmcgreevy3011 I agree. It would be an unneeded diversion of resources. Must install lots of chargers asap.
Really enjoy your videos. Very informative.
Version 12 has been overall amazing… yesterday came to road construction where opposing traffic was alternating in a single lane and a worker with a portable stop sign placed that sign for my lane to stop. Version 12 did not recognize this and tried to go around the cones into opposing traffic coming. Just an edge case that needs further training to resolve.
5:00 Yeehaw Junction! Been there. Done that.
1 (one) Tesla supercharger in the entire state of Hawaii. My 6 months of free supercharging is a joke.
Blaming Tesla because you didn't do a little research prior to your purchase?
Tesla may want to keep both Samsung and TSMC busy with big orders. This would allow for trouble at one supplier to have less potential impact. Same for all other key suppliers.
Small PV installations such as at a Supercharger sirte are non cost-effective. For instance, residential PV costs 5 times as much as grid-scale
Loving the format, thanks, you have become my go to daily news for ev and tesla. The new tesla daily 😊
Greenfield isn't to be taken literally, it's a term used in tech to describe something that is essentially new from scratch. So in this context, I think it means they have to do the R&D and Engineering work for this new process rather than just copying an existing design from another plant.
So in theory, they will need to hire specialized scientists and engineers who can help with the R&D rather than just implementing an existing design/machine/product/process.
yeah, this is good additional context - thanks for sharing!
Re: 14:34 Yes, and Drew should also use kWh (or EPA miles) instead of "miles", since miles may vary on weather, tires, uphill, downhill, driving style, etc.
TSMC needs to build fabs here so it'll be easy to move over when China decides to take Taiwan.
we need more of those chargers up here in the northern Midwest. ND, SD, NE, MN, IA, MO. im in South Dakota and i basically have to drive to the next state if i were to charge.
nicely done
Solar sounds great for Superchargers, but realistically, their Energy contribution is a drop in the ocean.
Unless you've ever seen an unoccupied charger during the day.
@@hotrodandrube9119 peanuts power generation compared to the space used. Probably net better to put some MP in place at the site and trickle charge it from a lower power delivery grid feed or use feed similarly...
@@lylestavast7652 meh. The panel roi time is better than just buying power from someone else. I'd imagine if tesla ever overcomes their demand challenges, they'll use supercharger locations to deploy megapacks, PV arrays, and starlink web terminals.
Those Tesla jobs have been around for ages. I remember looking at them last Summer. They probably just repost them every so often.
Great video Dillon! One thing to note: the nm namings from different fab manufacturers are not comparable. For example, samsung 7nm is no way near as good as TSMC 7nm, more like 10nm.
The actual charging income,from the Supercharger network may end up being a fraction of the income. With Megapacks and AutoBidder software, installed at the Supercharger stations, Tesla will act as a Utility - and "shave the peaks" (of demand) at high prices (reducing the need for very expensive gas peaker plants) - another revenue source...
Have you been reading my posts? (For the last 2 + years)
I appreciate you, Dillon. You're so... reasonable. It's refreshing.
08:40 Interesting. I never thought about hand signals. Up to what level are they standardised, and will the points men always do them correctly? Being able to understand those signals, will be on another level. How are the systems from other suppliers handling them?
thank you
Tesla should also make similar prefabricated dispensers of L2 Chargers. Public L2 Chargers are just as important (I would argue even more important) to the EV transition as public DC fast charging. Also, because L2 Chargers run at much lower voltages and total power draw I suspect they won't have the same grid interconnection problems that large supercharger sites are having.
I would argue that the problem is not the DC fast chargers, it's the grid. So, fix the problem.
Why do they call it Yeehaw Junction?
Yeehaw Junction: History behind crossroads in Florida
Yeehaw Junction's name has a convoluted past. Legend has it that Yee Haw means wolf in an Indian dialect, and that a town near Vero Beach was once called Yee Haw because of wolfpacks. Crossroads of a State and Federal Highway. Once an early path for mule trains going towards Miami.
An interesting history leading to a large Supercharger location! Jim
Cheers
You probably should have mentioned this: On May 21, 2022 Elon Musk posted this about Tesla: "My Commitment: We will never surrender/settle an unjust case against us, even if we will probably lose." Either the suit was just, or Elon's word doesn't mean much.
He doesn't wish to be labeled a "vexatious litigant."
Who said this case was unjust?
That is the smart thing in that case. Of course AP was wrong, just as the driver. Both should take 50% of the guilt. But you would need a very public process to show that. Its cheaper for Tesla to pay.
This case was NOT unjust. That is what i am saying.
Miles of range gained per period of time is the best measure of charging capabi8lity. Understand factors can vaary, but it's the best, generally
i know, it's just part of why so many people in the general public feel misled...sets false expectations imo
Are there any plans to build pull-thru charging, for cyber-trucks pulling a trailer?
newer plans include some.
18:39 Prototype Vehicle Operator listings are to get the hiring and onboarding underway so that those hired can go out on the road in the new vehicles starting 8/9/24.
13:16 I don’t think they’re missing the word cumulatively, I think they’re just looking at the three words “cumulatively this year” together meaning everything that’s being spent this year. The wording is unclear, but I do agree with you that it was meant as cumulative all-time.
Do you also mean labour cost and labour technical experience, re TSMC?
Any context on the very low weekly delivery numbers in China?
Perhaps the oversized CyberTruck battery compartment is allowing them the option to put in the new high capacity BYD blade batteries.
I believe they're taller than the 4680's
What new "high capacity blade batteries"?
.
Start learning about "Energy density" of cells.
.
(Volumetric AND Gravimetric)
.
"High capacity" can simply mean "same DENSITY" but larger.
.
@@rogerstarkey5390
1) BYD just released info on their new Blade 2 batteries and say they have 190Wh/Kg instead of the old 150Wh/Kg, a 23% increase
2) GFY
Good call on FSD hand signals . There is no way they would be prioritizing training on hand signals at this point of the products development. C'mon silly people.
8:35) “hand signal testing) I’ve been giving a Yesla driver a “hand signal” for a week. He always gives me the “finger”
Greenfield site means there was nothing it farmland or woodland on the site. Brownfield means it’s built on an existing built-upon site. The latter involves demolition etc do more costly to develop but greenfield attracts protests and complaints and that’s not low cost either.
FSD cant negotiate the left turn pulling out of my subdivision. Still aways to go.
TSMC will have to buy new AMSL machines to make chips new chips.
That's always the case with any new fab. They also have to buy KLA Tencor wafer inspectors.
Wish we can buy TSMC shares in US or UK stock markets.
the TSM ADR I think is the best you can do in the US - someone educate me that's not true ?
They are building a massive Samsung factory in hutto about 30min from Giga Austin
Yeehaw Junction! What a name 😂
I pass through it all the time when traveling to south Florida. I actually enter and exit the Turnpike at Yeehaw Junction. It's well named as it's in the middle of nowhere in a part of Florida known for rednecks. Other than the junction of two major roads (FL Turnpike and Hwy 60) it's just cow pastures and swamp land for at least 30 minutes in every direction. They have built some mega gas stations there in the past few years, but there is nothing else other than a condemned and crumbling motel from decades past. It will be cool to stop at this supercharger location once built. We always take the Tesla for road trips and this will be a perfect location for us to charge and grab a snack.
Yeeee Haaaaa !
"For the first time ever" - Really? The US *never* made "the most advanced semiconductors on the planet?" Where was the integrated circuit invented and first produced? I thought it was in the USA. Is that not true?
I thought the same thing! Absurd hyperbole.
I think.he meant at a commercial grade scale
Yes, most innovation happens in the US and is appropriated/transfer elsewhere by corporations that enjoy low cost regions and their rules regarding IP. The US is now a low cost region offering incentives to being the manufacturing/expertise back.
It was Intel that designed and made the first IC for I think Samsung. PBS did a great documentary on the subject years ago.
National Semiconductor, Texas Instruments, Fairchild, Motorola, Intel, Micron Technology in the 1970s. The US invented and OWNED the IC industry until they offshored and essentially killed the US semiconductor industry.
When am I going to get the FSD free trial???
Look on the bright side...
If you get it... 3 weeks late?
.
You should still have it 4 weeks after some are back to going without, and YOU will be using a better version!!
dammit tesla, build more pull through superchargers!
Back in chargers are so stupid!
While I want more, many sites can't / site owners don't want those setups
Just curious? Why pull through?
Unless you're towing a trailer, there's no point. You can fit double the amount of chargers in the same space with back in charging
@@sportbikeguy9875 exactly trailers, also more flexible with different brands of cars, especially with the short cable length
@@mattsparks5957
Front left/rear right vehicles are stupid.
.
"Pull through" Chargers cater for the edge case of towing, but use a lot more real estate.
2 NANOMETER is INSANELY small. The smallest commercial now is 4 or 5!!
they'll go under 1 fairly soon. count on it
EV Mr D ✔️🖖🌎 Awesome eclipse 😅
👍
Is it possible that it was intentional in order to sell the extra battery pack.
anything is possible but definitely not likely imo
An alternative view is that they will have double the range plus the option of the bed pack (and potentially even double that). Imagine a Cybertruck with 3x the range being a crazy option for people who actually tow.
@@thomasreese2816 The cybertruck originally was supposed to be 500ml range, now you have to purchase an extra battery pack get the range.
@@thomasreese2816 That makes the most sense to me. People will pay for towing range.
Regarding the blackmail from IF Metall here in Sweden, I would not say the storm has passed... They are still hindering the connection of ne super charger stations. Not to mention the continued refusal to hand out mail, pick up garbage, repair cars etc...Tesla is barely affected, but we, the customers are.
Tesla doesn’t install solar roofs because it’s expensive and offers minimal financial returns.
PSU =- Yet another TLA we learned : )
@DillonLoomis22 - I think Elon what Elon means by the "if measured accurately" line is how efficiently they use the compute. Many cycles of GPUs are wasted by inefficient training cycles which either causes a GPU to wait for another packet of data to come in and in situations where several hours of training needs to be thrown away. There are also packet sizes for calculations which often go not fully used, this goes to inefficiency. You or Rob had some article on how efficiently Tesla uses those resources and is definitely part of this thinking. Additionally, companies like Facebook, AWS, Google and Microsoft all have loads of GPUs but only a small percentage are used for training their own LLMs and AI. I don't know how Elon could know how much is dedicated, but there is truth in that as well.
There is an eclipse going on in California right now. What an absolutely amazing experience, and this one started about 8:30 tonight and is going on until 5:00 this morning.🤣
I read that Tesla Insurance is losing money. Can this be correct?
Tesla in OZ will they better build chargers with covering or we will be fried in the sun even in winter!
Tesla may have bought a slot from TSMC, but that is always no money back slot. So if they are lagging the sales, the money is lost. Moreover, Tesla is not known to be on line for 2 nm/3 nm line.
I received an email from Tesla that FSD has been downloaded to your vehicle for a 30 day trial (Supervised), Supervised by whom?
You
So much for Intel !
15:41 I hope EV penetration means percentage of EVs on the road, 25% will require close to 100% of new cars to be EVs for a couple of years, which matches perfectly with my predictions! However, that would be the first time Bloomberg is not way of at their predictions
New car purchase percentage.
😊
Hi Dillon Loomis 22 from Trisha 🎉🙂
God loves a man who puts in the work. Much love
Tesla Super Chargers are not meant to be a profitable venture. Elon said Tesla Super Chargers are not for profit. Granted they will need to make money until they are paid for, then just enough for maintenance and expansion. Makes it impossible for a company to compete when any company doing supercharging would need to make a profit. Example Tesla Super Charger $0.33/kWh and the competitor, Shell, is charging $0.93/kWh. Which one will you chose?
It's good to see tsmc basically moving their operations over here. They'll slowly move key personnel and families out of Taiwan.
Maybe Tesla needs to start thinking about that ! I have never been too keen on their huge asset base in China.
It seems as if a Prototype vehicle operator is what people pay lots of money to be if they pay for FSD.
The US grid will be incapable of supporting all the chargers. Electricity prices will increase.
Wrong
ridiculous assertion on capability. take power production for some off-grid and watch their billed rates drop.
I like your content but it was much better when it was about 10 mins long
California on it's own would be something like the 9th largest economy in the world. If you want to play there, you play by their rules.
As usual in the world, money talks and bs walks. The money has spoken. We shouldn't fool ourselves to think that anything else really matters. All the talking heads flapping their lips can't change that.
Actually California is the 5th largest economy in the world. But the intent is right.
This will also protect TSMC from the CCP disruption if they attack Taiwan.
China isn't going to attack Taiwan any time soon. They have their hands full going broke.
Why is the US so bellicose towards China? It's a ceaseless tirade of mainly BS and has been ever since Trump elevated whingeing about them to cover his own failures to do anything in 2020. His picking a trade war with them and world really was as stupid as it comes.
Its the US ramping up the tension every where frankly, its like you have nothing else in the playbook when it comes to China, Iran and Venezuela. Let's not mention the property development opportunity that has been created in Gaza with the US's active and willing help. No wonder the Palestinians don't think the USA is an honest broker, its not.
Daft stuff from a back of the class, dysfunctional USA that can't or won't meet its commitments to its allies.
Ron Barron's premier Baron Partners Fund reduced its Tesla holdings.
Well, someone is buying those shares as Tesla stock has been going up lately.
They know better than we that TEsla is making way too few batteries
Spring festival in China
I can tell you from experience: human drivers also to not reliably respond to hand signals... 😂
Can't believe it's not coming out till 2025 and it's going to be 4nm. If it was 2nm in 2025, would have been world class leading. 4nm is meh imo.
Tesla took responsibility for the accident. FSD was at fault. Clearly.
This is just and insurance ad. It is not an insurance company. After entering my zip code that sent me to the next vendor in line which is my current, over priced, provider. The insurance industry is never good news.
Well, well. Tesla is really getting into some serious problems.
“For the first time ever”
What a load of BS. The US was the center of advanced chip making for a while in the past.
haha yeah - you know the government is always keen to hype up its accomplishments. plus there's always semantic games to be played (referring to something specific..."at scale" etc)
@@DillonLoomis22 Sort of like #45's boasts about economy and tax cuts.
@@DillonLoomis22 You have gotten so preachy and full of yourself. I've gone from Patreon supported to unsubscriber and potential muter.
@@DillonLoomis22 yeah. I think there’s a way that statement could be interpreted to be true, but not the way everyone would understand it.
TESLA AND ALL EV BRANDS SHOULD INVEST IN EDUCATION OF THE WORLD ABOUT EVS!
Thanks for the news Dillon. So we invite one set of Chinese who come from an island we acknowledge is part of greater China while we forbid all other Chinese chip makers and battery makers because we decided those other chinese are our enemy. You tell me how that makes any sense? I am convinced that the true issue Tesla is facing is battery production. Tesla is not making nearly enough so they can't ramp and we see half empty cybertruck sets, slow ramping of storage systems, slowed production of existing models and cancellation of new models. The 4680 is probably the better technology but if even Tesla can't make them it will be a huge issue and allows everybody else to catch up if not fixed soon. I am surprised its not a much higher priority.
Of course it makes sense. Taiwan is a close ally of the USA and China is not, to the contrary, it's their biggest rival. And USA doesn't agree with China in their outlook on Taiwan, but it's just a matter of politics and not the actual state of affairs.
@@zbyszanna OK. I still think it might be possible to have a peaceful reunification, similar to Germany. Then what?
@@AMeierhoefer totally different scenario. totally.
@@lylestavast7652 Do you think it can't happen?
Can you ask tesla why not all FSD owners getting FSD v12. I have posted time after time to
@tesla
and got nothing. I am a paid owner of FSD and a shareholder in tesla, and I deserve a response. Why am I still on beta 11.1 and not on v12?
Try using the app to open a service request to have software brought current.
what hardware/vehicle do you have? are you on advanced software update setting? you can bug service as well
@@DillonLoomis22 3 v11.4.9
It’s puzzling to me that you didn’t mention that TSMC was forced to transfer its technology to the US. Don’t you typically criticize these types of issues?