🚗🤖Tesla: Robotaxi Implications & Valuation🌟
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- Опубликовано: 7 июн 2024
- #Tesla #Robotaxi #ValuationModel #Implications #FutureOfTransport #FSD
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00:00 - Introduction to Real Project and Baby AGI
02:00 - Tipping Point
02:15 - Tesla's Approach vs. Other AI Players
02:30 - Elon Musk on FSD as Baby AGI
02:55 - Cathie Wood's Prediction: Robotaxi by EOY
03:20 - Karpathy: FSD's Superiority to Human Drivers
04:09 - Torque News: RT and FSD Developments
04:30 - The Non-Trivial Nature of FSD
05:05 - Driverless World Timeline Predictions
05:30 - The Genesis Story of Robotaxi
06:45 - Tesla's Vision for Autonomous Fleet and Network
07:30 - Revenue Sharing and Regulatory Challenges
08:15 - Emphasis on Safety, Reliability, and Technology Advancements
09:00 - Hardware Readiness and Cost Efficiency of Robotaxis
09:45 - Global Expansion Plans for Tesla Robotaxi Service
10:30 - FSD's Value Proposition at $199 a Month
10:45 - Tesla's Shift to Focus on Robotaxi Production
11:00 - Unveiling Date and Mass Production Goals for Robotaxi
11:15 - Features of Tesla's Dedicated Robotaxi Model
11:30 - Advanced AI Capabilities and Challenges in Achieving Full Autonomy
11:45 - Visual Representation: What Robotaxi Looks Like!
12:00 - Robotaxi's Operational Value and Economic Impact
12:26 - IA's Back of Napkin Robotaxi Valuation Model Part 1
16:30 - Anticipation for Robotaxi Model Success
17:15 - Robotaxi Implications: 2nd & 3rd Order Effects
18:00 - Future Valuation Considerations and Market Size
20:20 - Tesla's Competitive Advantage in AI and Robotaxi Market
21:30 - Unique Aspects of Tesla's Approach to Level 5 Autonomy
22:15 - The Unmatched Safety of Tesla Cars 
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Driving from Sacramento CA to and from San Francisco without disengagement... And all we can say is "amazing!"
It us truly remarkable. Few understand
It's all total bs. How long does Musk have to blatantly lie to you clowns before you wake up. He's a grifter, always promising, but never delivering, and always with some "new concept" Most of which are old ideas and technology that he has rehashed for the consumption of the gullible
This guy is Elite. He is as sharp as new razor......Send to your friends this video, they will thank u later!
You are the best
I started my deep dive in tesla this year and boy am i glad i did. I actually had no idea tesla were more than a car company. I started my buying at around 200 and Will keep buying with 30% of my earnings this Whole year. Elon Musk is a true genius and i love what Tesla is doing. If you still have not doing your deep dive in Tesla i would start doing it today. This is a great opportunity to make an investment that probobly Will change both my own economy and at the same time change the world that we live in for the better. ❤ thank you for this episode investanswers.
Many thanks for your seemingly 24/7 hard work to deliver quality information!
My pleasure
tried out fsd 12.3.3 in my tesla today for the fist time........ blown away!
Truly is
A like even before I start listening. Nobody does Tesla better than James.
Merci Prof🎉
🙏
Thanks for making your videos a little extra longer!!! Love that I can like the video instead of watching a full RUclips ad to make sure I can get that like in!! 🔥🔥
Glad you like them!
Why not robotbus?
Thank you James!
Own a taxi company and I'm planning for this. Also James, insurance is the second largest expense, gas is usually only 10-12% revenue.
Look at solar charging your taxi's 🤑
my bet is that a robotaxi will not be legally permitted to be unmanned at anytime while moving on any public road, no state will allow that, legally there will have to be a huge change and thats many many years away...major cost just returned to the equation WORKING TIME
@@davegubbins4428 Driverless cars have been doing that in San Francisco for more than a year. Often no passengers. Just a car driving around by itself.
@@davegubbins4428 there are already robotaxis on the streets. I live in Phoenix and we have Waymo here. I saw 3 at the same time yesterday.
@@davegubbins4428agreed it will take time. One part is tech and the other is regulatory. What happens when it crashes who is going to be responsible. Too many variables at this time.
Thank you James. WOW it’s amazing what foresight Elon had years ago. We are lucky you do the math to predict such incredible outcomes of this AI boom!
truly is mind blowing
FSD sounds great. I imagine it will be almost as reliable as the Solana network.
Thanks James.....had no Tesla till listening to you this year...now have 648 and am just as excited about it as I was in 2014 at bitcoin lows.
James as always, an excellent presentation. Tesla are on the path of where it will change our lives. FSD with Dojo, Robotaxi is only the beginning. Applications are unimaginable. Robotaxi and other car manufacturers licensing, applications that can be used in Optimus and also licensed by others Robotic companies and other scenarios where vision is required are endless and unimaginably. The future is changing fast, but this will all accelerate into a new vision. By 2035 will will all be living in a new world
Awesome deep dive on Teslas future!!! Love and appreciate all your work 🤙
Awesome work James, I Thought it would be 2025. Because of all the rumblings from people thinking of swapping from TSLA to faster horses i doubled down on TSLA. Its so exciting. Thankyou for your commitment and focus. Im now 4x my inital lump sum purchases of TSLA in October 2023 and still buying 🙂
Amazing James. Thank you.
Thank you James, for the insights. Always appreciated
Genius investor and a phenomenal analyst. Looking forward to your next video, James.
Thank you, James! Patreon member here.
Your enthusiasm racks me up. Very infectious. ❤
Oh thank you!
Much appreciated James and IA community!
Hi James! I’m a Patreon member and you have helped me immensely, financially and educationally.
I was hoping you could do a reaction or a comment video on meet Kevin’s Tesla robotaxi vid. He breaks down why he thinks robotaxi will not be profitable
Regardless if you do or not thanks for all you do!
If you start having full self-driving cars for tesla? Then you're going to have a lot of people using the service and basically being charged for the service that means that Tesla will have a revenue sharing platform all over somewhere around a millions of dollars by the time it's all said and done. But what's going to happen next, is something that's going to be really revolutionary so I think this is going to give waymo a run for their money! And I think that in the long run is they're going to have Tesla's with no steering wheel the Tesla will have full self-driving in just a matter of months. However, you're going to start seeing a lot more people getting the idea especially a lot of people who are blind and disabled, and the reason why I'm saying this now is very simple that basically what I'm saying is I have a couple of friends that are Tesla owners and I can tell you that they're going to be getting people like myself and the idea of full self-driving by just showing the passenger what full self-driving is really all about and what it can do for the person who can't drive like myself because I am legally blind and partially sighted!
Don’t waste your time reacting to the emotional. A $40k Model Y (with no driver) can drive 100,000 paid miles a year, and generate $100k or more in income. That’s what all these Tesla Bull valuations are expecting.
Kevin is a real estate course sales man. He’s not a finance guy. He also sold at the bottom. Beware who you listen to. Thanks for being in Patreon.
You are beyond SUPERB James..you've made me a TESLA Bull ♥️♥️♥️♥️
Such important insights James. TY
I hope pray you will be blessed with a long and healthy life Sensei.
Great stuff James. Thank you.
Besides the investment part. I also can’t say how much I’m happy to see this tech emerge, as I lost the cognitive ability to drive a car on my down because of a stroke 2 years ago - I was 33 years old.
But I also might need to wait 10 more years than you in the states as here in Germany we probably will regulate it to death at first, before hopefully paddeling back later 😅
Sorry to hear about your stroke. Was it after getting the mRNA shots?
What would I see coming is exactly what this guy saying, but what I'm going to be seeing is this that these robot taxi services from Tesla will immediately kill public transportation! As a matter of fact you're going to start seeing city buses and Link light rail trains start to have their passengers diminish real quickly add service will just completely be destroyed my Tesla robo taxi service. But it's not going to go ahead and roll this out by August 8th of this year which is a Thursday then we need to find out how much it's going to be put into the service and is there going to be an app for everybody to use and possibly maintain to keep it up and running at that time!
James’ brain fries at the Tesla mind maps.. while my brain fries w/ his putting all that info into words & slides.. amazing intel that he communicates.. Just wow!! 🤯🙏🏻🙌🏻
Of Mondial importance! TY James !
love the 'robotaxi implications' mind map. esp the potential impact on high end vehicles and 'increased cost for status'
I think this is the most importand video that I have seen. Thx.
Appreciate for the great job that you do 👌🔥🔥🙏👏👏
Hi James thanks for all your hard work. I think it would be really good to put some risks alongside your Tesla videos. I agree it’s an asymmetrical bet but there is still a level of risk which would be good to have communicated alongside it. Love your work and dedication to providing the best research out there though!
Good Sunday great info keep adding to my Tesla bag as I can Thank you Sir.
Excellent information. Thank you very much sir
So rad. Thanks for breakdown. Rowdy.
When I hear you talk about Tesla it makes me impatient for the future!!!
Who's going to clean the cars at the end of each shift, and what cost would that be. People are going to eat and drink in these cars, only takes one customer to soil the car, and who's going to want to get in it. I would imagine these are real world issues. Thoughts?
Exactly. Not to mention that over half of the West's roads will be un-navigable in winter due to snow/weather preventing the optical-based system from functioning safely. That's why radar based systems are the only viable ones long term. Tesla's system works reasonably well in warm climates, but not so much in snow.
I think there's two different issues here. One is the soiling from food, drink, vomit etc. The other is the need for general run-of-the-mill cleaning.
For soiling, I would imagine that the robotaxi will have an internal camera. You can see who soiled and just charge that customer's account for cleaning costs and driving time lost.
For general cleaning, you have a little depot where robotaxis return to for charging and cleaning. Optimus can connect them to superchargers, vacuum the insides and wipe down surfaces.
None of this seems like a problem.
Real World issues? Lol. That doesnt exist in the world of Musk and his fans
@@Rein______ Well I'm an Elon Musk fan and you literally left your comment under mine, where I acknowledge that these are real issues which will exist in the real world and need to be accounted for. So it seems like you're wrong about that.
Auto cleaning bot, or they can just hire the taxi drivers to do the cleaning
I have had free FSD for 2 weeks and it is remarkable. Not perfect but 100 times better than 3 years ago. I am super impressed, and I am using on almost every drive
Wonderful : thanks.
Awesome stuff James! Been loading up on this gift of a pullback...💥
Hope you enjoy it!
TSLA is an important part of my pension account so I always appreciate the work you do with this, though I do have some concerns about some areas of the business (but that's another subject). Question...any chance something like Robotaxi could be spun off into it's own separate business and if so, what would the impact be on anyone holding TSLA stock?
Thanks for sharing. No unless Govt wants to break them up. The when this happens, the sum of the pirates is greater than the whole so u do even better
Fantastic video as usual !! Live the maths approach !!
Unclear there is a difference for the legislator if they will think that it is different between Full self driving vs driver still need to look at the road and guide for USA
Nonetheless this is so exciting for Tesla
Rob from down under
Great work James!
Love your show! Tesla is the best investment ever!
At 19:55 the revenue from Automobiles increases each year into the future along with a second category of Robotaxi.
Is that correct?
The Table appears to "double count" items because it places a valuation on components AND assemblies and then sums them together on the bottom rows.
Thanks
excellent james thanks
James, would you please update us on TESLA? Appreciate you!
Yo James!! 47,000 views in 18 hours? Are you going mainstream? You Rock!!!!
Great video, thanks.
I would even prefer to pay for these insightful decks !!
Thanks boss, I hope I still have time to stack more.
Amazing videos thanks James. Everyone should aim to buy 100 Tesla shares if possible! Hope to be able to this year, hoping price stays low for 2024!😂
Brilliant!!!
Grazie mille
InvestAnswers, I love your channel so much, I just had to subscribe!
Welcome aboard!
Cern and you are a great team.
I’m so excited about this and sounds like a future everyone can benefit from. I’m just confused on how they will manage people from trashing the interior of the vehicles from vomiting/breaking screens etc. also how would this vehicle go in somewhere in India or central Australia where road lines may not be very clear or nonexistent.
You would not use a Tesla in Central Australia unless you were picking up Skippy the Bush Kangaroo😁
Easy, charge for damages to the car will be made to customer credit card on file. And of course, cameras will be inside car recording everything. Chi-chin!
Interestingly, just spoke to a chap I know who owns one. I asked if he were excited. He said he wants to remain in control of the car. So need to bear in mind how many will not switch.
Thank you !!
Thanks James Tesla is my ace in the hole 🚕🤖
With all the valuation models for Tesla's other business units, how do you come up with the figures if they haven't sold one? What is the true market for Robotaxis?
The guy who shorted the banks said hard to short a cult😅😅 also what's the repair time and costs for tesla .
Maybe in few years I might consider when batteries are better and don't weigh so much. Friend had one wasn't overwhelmed 😢.
You’re legitimately coo-coo
TSLA!! Wish I had more!!
Thx James. 🎉🎉🎉🎉🎉
How does it drive in a snow storm in Quebec? Or just in winter when there are no lines painted on the road? Like to see those stats. I hope it works well in winter...
Tried FSD. Nice. But car couldn’t pass double parked car. Everyone was honking. Had to do it manually. How robotaxi would handle it ?? With no driver
I have two model S sedans. Is FSD perfect yet, no, but neither is a human. Is FSD safer than MOST humans, 100%. FSD doesn’t get distracted, it doesn’t text, it doesn’t road rage, it doesn’t drink, it doesn’t play video games, it doesn’t read. AND, we haven’t seen version 12.4 yet. I love my FSD.
Have faith. You will be rewarded.
I am amazed by the fact that even professional traders and TA specialists are saying Tesla is not a buy.
Aren't these guys supposed to be forward looking? Why they are not thinking of a buy during all this negativity is just beyond me.
And I don't even agree on the TA btw.
Wanted to buy Tesla during the low in December 2022, but didn't.
This feels like a second chance. It's a big gift!
Thx james
I love my Tesla! I use FSD all the time, but it is not perfect. It can NOT see potholes and goes right through them, anything low to the ground it really can't see. It also did not see that the lane it was going to change into, the guy on the other lane was also going to change into it (they had their signal light on two lanes over). So both of us were going to lane change into the same lane. I could see it, my FSD could not and I was paying attention to override. It can't see the signal light of a car two lanes over, but it's important to know that intent. FSD is good, but not the same as a human driver yet....but it's getting there.
Can it handle snow?
I’ve followed Tesla since 2013 and after seeing many interviews of Elon about keeping his company from going under (Risking ALL of his $$$$$ in 2009 and MOVING INTO FREMONT FACTORY in 2018) he never mentioned FSD & when he finally talked about it and revealed it’s been in the works all along it became obvious he was doing this Way Ahead of anyone. I bought TSLA 2019 and have been on the conflagration of a roller coaster through crazy 2022 and my patience has worn thin and suddenly out of nowhere his Robotaxi announcement 📣 on Friday; he’s sticking his neck out and I hope this happens but Elon dude; is this really it? I was stunned when I first heard he’s been planning FSD All along. Nail it Elon!
Nice to listen to bullish views. But you really underestimate to downside risks to the robotaxi. Having a good flow with people behind the wheels is not the same as having no driver. The question is how many times do the drivers intervene and disengage the FSD. Also the regulatory hurdles is still quite big and I think the regulators trust in cameras vs lidar is still a bit unclear.
Excellent🎉👍🏻Thank you very much James !!
You are very welcome - bon weekend
You too James!! Take the Tesla for a spin 😄👍🏻
Loving it
Mind blowing. Tysm. PE of 60 though?
rem PE is driven by growth.... no growth companies get 20
James your a legend mate
Amazing!
17:10 Not sure that more people in individual vehicles will mean less traffic, even if those cars are autonomous. They still require space etc and a but holding 80 people is always going to take up less room than 80 robotaxis with 1 person in each. Traffic could actually get worse with more people taking trips and using robotaxis.
As a Tesla investor, leased a model Y for 2 years. Fast car, but Safety Score inaccurate so far, fsd doesn't meet expectations. Hits brakes when nothing in front of car. Gets confused in multiple lanes, as well as, turning. Battery depletes quickly..... many other deficiencies. Hopeful of improvements, but definitely adjusted expectations to waaaaay in the future.
As Per prior videos ( group chat w/ Farzhad & Alexandra Merz I believe) let’s stick to 2025-2026 for sentiment change , until then nothing new we don’t currently forecast & stock underwhelming most likely. ? Thoughts James … PS we love ❤️ you ! Seen every video for 3 years now . 😜
these are exponential times - things happen REAL FAST
@@InvestAnswers hey James , yes 🙌🏽 understood Sir. I’m keeping a toe in Tesla & will pivot in harder to the burning building 🔥🏠as I offload miners in the late year BTC pump .
In awe of all the work, dedication and knowledge!
Thank you so much, James.
❤❤❤
Glad you enjoyed it!
James, this video made my mind explode... Your videos are priceless!!
I need a mind maps for the mind maps - seriously this provides real clarity of thinking
I wonder if a robotaxi will be able to get to my climbing/backpacking spots! Are they 4x4? Scary to think private vehicle ownership would be a luxury.
Probably part of the reason leased vehicles cannot be bought out at the end. Perhaps they want a potentially huge inventory available for the Robotaxi or some other announcement/strategy
you guys think there's any chance of a partnership with uber, or time to buy long term put options on em soon?
Uber wants to be robotaxi company
@@mcgems754 yeah only uber's not in the driver seat so doesn't matter what they want
Is robotaxi worth as much as IA? Maybe...
Thank you James
haha too cute, nahhh I am just an avg nobody
TSLA and SOL currently hanging in the 170 - 180's range. Which horse wins over the next 6 to 12 months?
Yes, fsd will be so fantastic for the blind. Never thought of that.... how cool🎉
And for not so good drivers… me🧚🏿
JUST WOW!! 🤯🤯.
The whole plan for robotaxis specifically is to reduce, then eliminate private car ownership. You literally live in a C40 city that has written this into their mission statement.
To get an accurate forecast for the industry you have to greatly reduce, or essentially eliminate, private vehicles, while adding the revenue for shared transport.
Hi there can you do video about how hyundai's robo taxi is different from tesla's?
They announced this to prop up the stock James 😮
Don’t have a Tesla mainly because It doesn’t fit my lifestyle but I love the model Y. Only Tesla I like. The problem the entire auto industry faces in my opinion is the rapid debasement of the currency making autos much more expensive in the future. You only a limited market that afford a new car and I don’t know anyone that uses taxis except for an occasional Uber ride when needed. Repairinf the currency repairs the stock price in my opinion. I want to buy the stock but from what I see coming and the amount of cars on every lot I pass….i don’t see the stock going exponentially anytime soon. Robo taxis are anti freedom if the govt requires them eventually ….anti freedom goes against my values. But on the other hand if you can buy at $150 and sell for $1000 in 26 ….that gain might buy you some freedom to move to Argentina but remember the same govt wants to tax your capital gains at 50% too. More anti freedom. Also one has to take into account the energy and infrastructure needed for this dystopian future of serfdom. We lack $20 trillion dollars in the infrastructure needed. From what I read just these high nvidia chips require a sh$t ton of energy and too many in one state can bring down the grid. It’s a full dystopian future, however making $ will important. Also remember the govt hates Elon. They don’t take him down YET because of SpaceX. Love Elon.
I couldn't help but notice this timing, too... $160 is a key support level on the weekly. Even so, still loading up on the stock and believe Tesla is the best AI play.
@@CryptoLikeWhoa it could be the play. I think they’ll be a fairly decent AI duo to start positions in. I pray for recession to start that dip but I think yellen and c on congress has chosen we won’t hit recession under this socialist govt. some people I follow that use algos say $147-8 is the level so you’re right on. I’m just super glad I didn’t listen at $245 how big a steal the stock
Was. In and out in the 220s and then saw the writing on the wall for lower so I’m just in waiting mode
Tesla stock was about to fall of a cliff due to delaying $25k car, Elon had to announce something
I disagree. The stock had already rebounded after Musk posted that Reuters lied.
You are excited as a kid in a candy shop. Love it
Dude is hyperventilating... weird.
Buying TSLA Monday morning 😅
Vandalism could be a problem with unsupervised passengers. Hopefully misbehavior is being accounted for in the design.