Why Nio's $20K EV Reveals Tesla's Biggest Mistake - Firefly Could Change Everything

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  • Опубликовано: 25 дек 2024

Комментарии • 189

  • @TheElectricOracleChannel
    @TheElectricOracleChannel  3 дня назад

    🔋 Subscribe → www.youtube.com/@TheElectricOracleChannel?sub_confirmation=1

    • @rogerstarkey5390
      @rogerstarkey5390 18 часов назад

      Good to see a channel on board with the Tony Seba narrative of "Vehicle fleet contraction".
      .
      I believe (and have said so for a LOOONG time) that the Tesla end game is to have the fleet "In house" and to essentially convert Gigafactories to "Giga-Refurb centres".
      The Chassis, frame and Battery will outlast the "Farbric" of the vehicle.
      Every "X" years/ Miles, (Or when the vehicle reports a fault) the Cab will "Return to base" and enter the "Inspection? Re-manufacturing" cycle.
      Full systems check.
      Either "Body off" or "Reverse assembly" to the point that the interior is exposed, then removed.
      Suspension units removed and sent for full refurb, replaced by units already completed, from "another cab".
      New (refurbed) interior, maybe with a differnt "look" and/ or configuration, depending on "fashion" or use case trends.
      Body panels? Inspected, unbolted (Unclipped??) and replaced, potentially with a "sponsored wrap"?
      Any faulty units swapped and sent for repair.
      On to a fully automated alignment and systems adjustment.
      "Out the door" in a day.... or less.
      Minimal "New" components in the "Factory", with only the "Soft items" replaced, fitted to the "Hard items, which would save HUGE amounts of cash.
      Any "Soft items" sent straight to recycling *Within the premises* (For instance, suspension bushes, pressed out, rubber stripped, stredded and reprocessed.
      Suspension arms, cleaned, checked for dimensional accuracy and either fitted with new bushes, or sent to the metal recycling foundry.
      Rebuild the complete corner on a jig which can be "rolled up" to a vehicle and bolted on.
      .
      It's a FAR more efficient way to keep a given number of vehicles "On the road" with the "Passenger box" lasting decades.
      .
      Tesla builds "COMPLETE SYSTEMS".
      This is the logical conclusion.

  • @EAGLE-34-
    @EAGLE-34- 3 дня назад +15

    Nio makes better car then any other car company’s

    • @rogerstarkey5390
      @rogerstarkey5390 18 часов назад

      Ooooo... THAT'S a "sweeping Statement"!!!
      (Hope your shares are doing well)

  • @jmnka
    @jmnka 3 дня назад +12

    I want a Nio no question.

  • @GTMAN6
    @GTMAN6 3 дня назад +9

    The NIO cars are not completely dependent on the swap station, they can "home charge" or fast charge like any other EV. Swapping is an additional benefit to NIO ownership. Swap station biggest plusses are grid support, battery health check and upgradability to a longer range battery when needed. Used EV resale is sketchy because no one trusts the battery health on a used EV. NIO solves that issue; changeable battery. EV insurance is high because the slightest fender bender, especially a side impact compromises the battery integrity = Risk for spontaneous fire hazard. A fixed battery is not a good idea for my second most expensive investment in life. ROBO TAXI is good, of all of Musk's ingenious tech breakthroughs, I'm hard pressed to see them realize wireless supercharging with those high voltages. ROBO TAXI will be for going to and from our place of employment. most people except middle-city dwellers will still prefer their own wheels for leisure and going shopping. who wants to wait at the door with grocery bags in hand for a TAXI to get home? What about events like a concert or Football game, can 5000 ROBO TAXI deliver patrons to and from such events? Only time will tell, in the meanwhile I have heavy positions in both companies. $$ is to be made with both NIO & TSLA, i'm not bias either way. When TSLA FSD becomes street legal, the company will gain more from software sales/licensure to other car manufacturers than it will from ROBO TAXI service. NIO is a historical repeat of Toyota's take over, One cannot stop the Chinese industry of manufacturing and unit sale price point. Those cheap cars will be sold and appreciated worldwide in all 3rd world countries. Understandably, the US and Europe are only trying to save their own Auto industry from being demolished. Hence the bias and 100+% tariff on Chinese EV

    • @v2gagao
      @v2gagao 2 дня назад

      I totally agree to the fact that for NIO it is not necessary to build new stations before selling cars in new regions, they can sell cars just like other manufacturers with battery included in the price. @TheElectricOracleChannel Please try do your research when you making your video and stop misleading the public.. Cheers

  • @brettmullin7575
    @brettmullin7575 3 дня назад +13

    I’m thinking Nio will be an energy company that recurrent residuals every month like a gasoline station. An energy company that also makes vehicles. Would you buy a flashlight with a permanent battery or a flashlight with replaceable batteries. There is a place in the market for Nio. In fact I’m betting on it. Good luck to all.

    • @taimoorshah8230
      @taimoorshah8230 3 дня назад +1

      Nio has option of charging it at home or station. Majority of chinese people who bought nio for self use they never swap it because they think they might get weak or bad battery in return so they charge it at charging stations. His argument is so poorly conducted that i lost interest as soon as he talk about battery swap

    • @scl7555
      @scl7555 2 дня назад

      @@taimoorshah8230?? Over 70% of people that bought Nio opted for BaaS. Over 60 million swaps completed already. Not sure your argument “people are afraid to get a bad battery” stands. Nio checks the quality of every battery after a swap. Soon China will require yearly tests for people with EVs. If the quality of your EV battery in a Tesla doesn’t meet the standards then you have to replace it. With Nio the user doesn’t have to worry about this.

    • @brettmullin7575
      @brettmullin7575 2 дня назад

      @ Actually because a lot of Chinese people live in apartments they can not charge so swap is a good alternative.

    • @rogerstarkey5390
      @rogerstarkey5390 18 часов назад

      @@brettmullin7575
      You fell for it....

    • @N3verSayN3ver
      @N3verSayN3ver 11 часов назад +1

      A flashlight with changeable, rechargeable, upgradeable batteries is the best compromise possible and Nio is delivering it.

  • @peterklausner9727
    @peterklausner9727 3 дня назад +8

    Hands down I would buy the firefly model over other mini & smart EV models.

    • @dullumullu
      @dullumullu День назад

      Really ?? Respect! You actually got balls of steal if you are willing to endure the ridicule of actually driving around in such a fugly unit.

  • @Roman-re1yg
    @Roman-re1yg 3 дня назад +6

    If NIO was in America Tesla would be thought of as a cheaply made budget car. NIO will be a global giant.

    • @MManStock
      @MManStock 3 дня назад

      LOOOOOOOL

    • @dullumullu
      @dullumullu День назад

      No. It won’t .

    • @Roman-re1yg
      @Roman-re1yg День назад +1

      @dullumullu wow great insight thanks 🤣

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 минут назад

      Interesting take, Roman! Stats would say otherwise, with the Model Y currently being the best-selling car in the world. Do you think NIO’s quality and features could eventually shift that perception in the U.S. market?

  • @martina5328
    @martina5328 3 дня назад +6

    Think more. Talk less. How many cars can you swap vs charge per hour on X square meter? How many cars can be swapped in an hour? Now, calculate the amount of space (cost) to park the same amount of cars, to charge them, in Hong Kong.
    You have no clue what you are talking about.
    In addition, stabilise the grid. Here in Sweden, the cost of electricity is up to 100x during the day.

    • @rogerstarkey5390
      @rogerstarkey5390 19 часов назад

      You do know that the batteries IN the stations need to be charged?
      And... That would require the same Grid energy?
      BUT..... NIO just announced ANOTHER size of vehicle, which presents a problem. The small vehicle CAN'T take a "100kWh plus" pack? and the Large cars won't WANT the "Small car pack" (Lets guess at 45-5-kWh?).
      So they have to Charge, store AND MOVE all of those to where they are needed and WHEN they are needed.
      That's a LOT of logistics.
      How many pack sizes do they have now? 150kWh? 100kWh? 75kWh? and (Guessing, but life's to short to find out) probably variations?
      and now they will have the "city car".....
      .
      Think of the "Christmas scenario" (Seems appropriate)
      You're a "Big battery" car owner.
      You're planning a "Cross Europe" Christmas trip (And planning to boast about the range and ease of swapping with your friends.
      You know there's a swap station 50 km into your Route so you don't bother charging? swapping the day before.
      You leave at 09:00 on Christmas Eve and arrive at the Nio Station at 10:00..... But as you approach you have 2 problems.
      The "Mid sized" drivers all had the GREAT idea of arriving a 06:00 to "Upgrade" THEIR pack size for the holiday trip.
      AS a result there Are only 2 of .... 12(?) 150kWh packs in the station.
      and the station is busy with smaller (city car) drivers swapping
      AND there are 2 "Big Pack" drivers in the queue of 8 vehicles.
      Optimistic 4 minutes per swap (Including "parking")
      that's a 32 minute wait...
      BUT the last 2 cars are the "Big pack" vehicles......
      The first 2 of those will take the 2 remaining packs.
      And the 150kWh packs take 40 minutes to fast charge.
      The FIRST (6th in line) of those will finish the swap in 4x6= 24 minutes.
      THAT is when the pack removed starts charging..... for 40 minutes.....
      YOU are now waiting 64 minutes to START your swap.
      .
      You'll say that's an extreme case, but it WILL happen and the "Big Pack" drivers WILL NOT be happy.
      Forgot to mention, there will be a rolling "Knock on" as even the early mid- pack drivers can't find their upgrade locally so shift along their routes.
      AS I said.... Logistical Nightmare..... Requiring a fleet of trucks to redistribute the packs.

  • @Afz167
    @Afz167 3 дня назад +7

    You have brought up good information but unfortunately you’re completely wrong.

  • @EAGLE-34-
    @EAGLE-34- 3 дня назад +11

    Nio definitely in worlds 5 biggest ev company by 2030

  • @LokalKitchen
    @LokalKitchen 3 дня назад +8

    ET9 Is out of this world

  • @Itsblarezs13
    @Itsblarezs13 2 дня назад +4

    Faster charging no battery swapping = battery degradation dead car no value nio is a no brainer car holds value

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 минут назад

      Interesting take, Battery swapping does seem like a smart way to preserve long-term value by avoiding degradation. Do you think this will push more automakers to adopt similar strategies, or is NIO carving out a unique niche?

  • @martina5328
    @martina5328 3 дня назад +12

    You will see self driving NIO taxis before Teslas.

    • @dullumullu
      @dullumullu День назад +2

      Except NIO abandoned their robotaxi project last year. Get educated.

    • @martina5328
      @martina5328 День назад

      @dullumullu Does not change anything I said. They develop the autonomous driving functions. You will se them as autonomous Taxis before you see Teslas as autonomous Taxis. Learn to read.

    • @dullumullu
      @dullumullu День назад

      @@martina5328 no you won’t . They are not investing in robotaxis. Whole team was fired . And their AD SW tech is worse than some of their competitors like Xpeng. But keep living the lie. Like most NiObullshitters.

    • @rogerstarkey5390
      @rogerstarkey5390 20 часов назад

      @@martina5328
      SALTY!!!
      Will you see them able to drive autonomously *Outside a geofenced area* ? (Ya'know.... Like a Tesla?)

    • @dullumullu
      @dullumullu 19 часов назад

      @@martina5328 why was my comment deleted?? Again . NIO is not investing in Robotaxis . They fired the whole Robotwxi team last year. Their AD SW tech is actually a lot less advanced compared to other competitors like Xpeng .

  • @Afz167
    @Afz167 3 дня назад +18

    Your argument is very poor organized. I guess you are against Nio company and shorting the stock.

    • @deadonarrivalparanormal981
      @deadonarrivalparanormal981 2 дня назад +1

      Anyone shorting is shaking!!!😊

    • @rogerstarkey5390
      @rogerstarkey5390 19 часов назад

      @Afz167
      Your "LOGIC" is flawed, I guess you're a "shareholder" (NO, I didn't say "F. B")

    • @Afz167
      @Afz167 8 часов назад

      ⁠@@rogerstarkey5390
      You are talking about (Robo taxi of Tesla), comparing it with current battery swap of Nio; please don’t compare something that doesn’t exist. Don’t base your idea based on some kind of assumptions and predictions. Speak and compare something that exists. In the future, many cars would be flying, this is good but it is very far from practicality. Therefore, we can’t compare the on the ground SUV with flying cars that doesn’t exist even in small volume. So, please make argument about present. Please, learn the basic structure of presenting an argument rather than comparing an apple with a banana.

  • @keithdo8269
    @keithdo8269 3 дня назад +2

    Imagine if there is an earth quake and you are waiting for robotaxi to pick you up for evacuation lol

    • @rogerstarkey5390
      @rogerstarkey5390 18 часов назад

      Imagine if your "Automated A.I assistant" is monitoring "the Information net" and sees reports of any potential threat in your area?
      The first YOU know is the message from that assistant (AKA "Phone") alerting you of the issue and saying there's a vehicle on the way "Just in case".
      By the time you get to the door.... It's there.
      Your "Assistant", AND the vehicle are already monitoring traffic and calculating the best route to avoid obstructions.
      (lol)

  • @taimoorshah8230
    @taimoorshah8230 3 дня назад +3

    Nio can be charged at home or charging station. Battery swap is just a bonus option for people who use their cars as ubers or taxi's. If i had to choose between tesla or nio i would definitely buy nio

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  Минуту назад

      Where are you based, Taimoor? It’s great to have the flexibility of both charging and swapping, especially for high-usage drivers like Uber or taxi operators. What about NIO stands out most to you over Tesla?

  • @indetrucks
    @indetrucks 3 дня назад +4

    I'm not a Taxi kinda guy, they are always gross and nasty from selfish passengers who leave them dirty. Some people like being in charge of their destiny and drive themselves, that's me.

    • @rogerstarkey5390
      @rogerstarkey5390 18 часов назад

      "Passengers who leave them dirty" will receive a cleaning bill generated by the "A.I Cleanliness detection system" which will also prompt customers who leave "Items" in the vehicle to return and "collect" those "items"
      ("Take your "SH**" with you!!!")
      That would also apply to laptops, etc.
      Anyone NOT "leaving it clean AND not paying up will be banned from the service.
      The "It wasn't me" excuse will not apply if the camera system is multi-angle and wide spectrum (Like the FSD cameras) and able to detect Infra-Red to Ultra-Violet.
      If you try the "My friend used my account" get-out.... well... That's down to you to get the money back from your friend.
      .
      Just btw... You will "Accept terms and conditions" when you open the account, so no excuse.

  • @martina5328
    @martina5328 2 дня назад +2

    Autonomous taxi service is not cheap.- Waymo is more expensive than a taxi with a human driver.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 часов назад

      That’s true, Martina-current autonomous taxi services are pricey. However, a Tesla Robotaxi could be much cheaper since the cameras are already integrated, avoiding the high costs of lidar.

  • @martina5328
    @martina5328 3 дня назад +3

    Why do Taxi companies in China deploy battery swap? Pretty much all of them do. Why is that do you think? Why dont they just park 200 cars to charge them somewhere? And walk away?

  • @ScottGray-q1v
    @ScottGray-q1v 3 дня назад +3

    The correct # is $300,000 per NIO swap station...Firefly swap station will be cheaper but by how much we don't know yet...

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 минут назад

      Great point, Scott! At $300,000 per NIO swap station, the costs are significant, but Firefly stations might change the game. How much cheaper do you think they’ll need to be to make a major impact?

  • @scl7555
    @scl7555 2 дня назад +2

    8:33 don’t forget to mention that Nio swap stations add stability to the power grid. Power grids can’t handle everyone super charging. It would essentially drain all the power needed for daily living at peak times. I would also like to ask everyone to consider whether they would get in a car that drives itsself, like the hyped cybertruck, that has had several recalls… Nio is currently focusing on making driving safer. Not autonomous (even though they have NOP+). Making the experience of driving safer. Not taking the experience away.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  18 минут назад

      Great points, NIO’s approach to grid stabilization through swap stations is a huge advantage, especially as EV adoption grows.

  • @johnhornblow4347
    @johnhornblow4347 2 дня назад +2

    There isn't going to be Amazon or Tesla subscription in our household. There will be an EV hooked up to V2G

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  16 минут назад

      Interesting choice, John! A V2G-enabled EV could bring amazing benefits like energy savings and grid support. Do you think this approach will become the norm for households in the near future?

  • @brettmullin7575
    @brettmullin7575 3 дня назад +3

    In the future the Nio will be able to change the battery autonomously. (Nio phone) Because of battery swapping insurance premiums are kept low. The resale value of a Non Battery swapping vehicle will be reduced compared to swap capability vehicles. I think you may be mistaken. Time will tell.

  • @SandwichMitGurke
    @SandwichMitGurke 2 дня назад +1

    what a nice video, please make more of them :)
    one thought: you said that battery swap would be obsolete with robo taxis and is incompatible with autonomy. My take is the complete opposite. Autonomous robo taxis would benefit the most from these battery swaps. They drive into the station and get the battery swapped. This would eliminate the need of wireless charging and save energy, and wireless charging is less efficient and probably way slower. Of course, you would then have to calculate which one is cheaper (probably wireless charging because they can place many of them around the city, whereas swap stations can't be everywhere)

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Thanks for the thoughtful insight, Autonomous Robotaxis paired with battery swapping could indeed solve the efficiency puzzle. Do you think cities will prioritise this over wireless charging, or will it come down to local infrastructure constraints?

  • @MegaDadH
    @MegaDadH 2 дня назад +1

    An interesting question but owning a car or taking a robotaxi is not a binary choice! The important thing to consider is the customers dominant buying motive. If it’s just to get from A to B quickly then a taxi may suffice but if you want to experience the joy and freedom of driving or the satisfaction of ownership , you’ll need your buy a car! Robo taxis may well threaten taxi drivers but they’re unlikely to be a replacement for ownership of a state of the art EV.
    The swapping stations being planned for Firefly are much cheaper than the larger ones required for Nio. What everyone forgets is once established the swapping stations make money on their own through grid stabilisation - pure genius!

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      You say "Much Cheaper" (Swap stations)?
      So.... "Different"?
      Requiring more land?
      A new infrastructure?
      More logistics.
      O.....K
      "The joy and freedom"...?
      I predict that 2 generations from now (Sooner) "the young" will wonder WHY "we" considered owning an immediately depreciating asset to be more "free" than the opportunity to spend the "cash" ("currency/ tokens/ assets") on "Other things"?
      They will possibly consider the question while chatting to friends on a beach during the "extra" holiday they were able to afford with the money saved by NOT owning, taxing, fuelling, insuring, repairing, parking.... A "private car"?
      They might be talking on the plane, coming home, prompted by a reminder from their "AI assistant" ("Smartphone") that the 6-seater autonomous limo they requested will be at the terminal exit, bay 42 (Couldn't resist)... when they exit...
      Maybe?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 часов назад

      Well said, Car ownership and Robotaxis definitely serve different purposes, and the joy of owning a cutting-edge EV won’t easily fade. Do you think grid stabilization profits could eventually make swapping stations the preferred model for infrastructure?

  • @martina5328
    @martina5328 3 дня назад +3

    We already have Taxis !

  • @Bob-tu2xg
    @Bob-tu2xg 7 часов назад

    Agreed on the build out cost for swap stations and development in other countries may not be cost effective. Personally, I'll charge at home. But having a swap station in a pinch is a huge bonus not only for homeowners but also for apartments, condos, flats, etc. dwellers that do not have the space for charging. If swap demand remains in China and accepted abroad, the buildout cost will be minimized with partnerships which NIO has discussed. EVOGO is another option as this gains traction. Initially, Tesla explored battery swap but abandoned it to stick with superchargers but the big obstacle was cost. With Tesla proof of concept and branding, they have propelled themselves to the top but now are feeling the pinch to stay there. NIO has built a strong Chinese grid with swap and the usage is accelerating along with projections of swap station build out are massive. Robotaxi will have its place much like ICE taxi has been for years with greater value in large inner city metros. However, most want access to meet their own scheduling demands and the flexibility of charging options. ICE manufacturers are hemorrhaging as cost for EV's are extremely attractive and affordable. If tariffs are the equalizer on price, it's only a matter of time before partnerships are developed across nations and/or loopholes around the tariffs will be further explored.

  • @LoveLife-uk2fi
    @LoveLife-uk2fi 8 часов назад

    You have your facts wrong: 1. Nio power swap stations cost about a quarter million dollars each and are made by NIO. 2. NIO has partners paying for battery swap stations. 3. NIO offers a franchise for battery swap stations 4. Power companies often buy swap stations to stabilize the power grid. NIO gets paid and the power companies get paid for each swap. 5. Firefly car's power swap stations cost about half as much as a regular swap station since they use a much smaller battery. 6. Each NIO, ONVO, and Firefly car can charge the same as any other EV. 7. If a battery goes bad it is easier and cheaper to replace. If the car owner is in the battery as a service program there is no additional cost if the battery goes bad. 8. Each battery is checked for defects when it comes to a power swap station. 9. Other car manufacturers have signed on to the battery swap station program and will be using NIO's battery swap stations. 10. Over 60 million swaps have been made using NIO battery swap stations in China. It is very popular. NIO will be making a profit on just power swaps. 11. Battery swaps will be the EV filling stations. 12. NIO has the most charging stations in China, including the most super chargers so they are not relying only on the battery swaps. 13. NIO can replace bad cells when they go bad so it is cheaper to refurbish than replacing the complete battery. I hope this has enlightened you.

  • @rodolfodoce
    @rodolfodoce 12 часов назад +1

    i see beijing ‘s ev taxis battery swap under 3 minutes right now .
    i’m not very sure about autonomous vehicles, not for 10 years.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Great observation, Rodolfo! A 3-minute battery swap is definitely impressive-it’s closer to traditional refueling than most charging options. As for autonomous vehicles, do you think it’s the tech or the regulations holding them back?

  • @vardanarakelyan5214
    @vardanarakelyan5214 2 дня назад +1

    Firefly swap station will cost 3 times cheaper, not 500 000$. Also feels like these swap stations may be build by CATL. Feels they are planning something very smart with partnerships. Also faster charging isn’t possible to do in 2-3 minutes. Now latest Nio model ET9 takes around 2 minutes to swap, there is no way any technology will manage to charge even 15 minutes.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Fair point, Vardan! If Firefly swap stations are that cost-effective, they could revolutionize EV infrastructure, especially with CATL’s backing. Do you think these partnerships will give NIO a competitive edge globally, or will charging innovations catch up?

  • @gabrielmortotsi3034
    @gabrielmortotsi3034 3 дня назад +3

    Nio power station make money by stabilizing the grid in Europe, Nio has their own factory that manufacture power stations. Check out NIO power to really understand the business model. The firefly will not use the same power swap stations as other NIO models and lastly NIO power swap can be used by other car brands. Nio is working on the launch. Please try do your research when you making your video and stop miss leading the public.. Cheers

    • @rogerstarkey5390
      @rogerstarkey5390 19 часов назад

      So they're going to build *MORE* and *EXCLUSIVE* swap stations?
      O.......K (Even MORE expensive and "land hungry")

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  5 минут назад

      Thanks for the insight, Gabriel! I’ll definitely dive deeper into NIO Power to better understand their model.

  • @hsome8866
    @hsome8866 2 дня назад +1

    Did CATL just made public that CATL joins in the swapping game. Its system would take care of the swapping need of firefly. right ?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Great catch, If CATL is stepping into the swapping game and supporting Firefly, it could be a major boost for standardization and scalability. Do you think this partnership will accelerate EV adoption globally?

  • @thomascrump1165
    @thomascrump1165 2 дня назад +1

    Nio's partnerships are dropping their first swappable car's at Nio stations next year. Did you not know? The only other company starting swapping has more like bought the swapping technology from Nio so royalties or however that works. Anyone who wants in will have to partner with Nio and that is Nio's mindset and plan.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  18 минут назад

      If NIO’s partnerships and licensing strategy take off, it could solidify their dominance in battery swapping. Do you think this model will encourage more automakers to join forces or try to compete with their own solutions?

  • @paulgood3849
    @paulgood3849 3 дня назад +2

    It will be years before most countries will allow Auto taxis. Australia still doesn’t even allow FSD yet. South East Asia will take even longer to even consider FSD let alone Robo taxi’s.

    • @rogerstarkey5390
      @rogerstarkey5390 18 часов назад

      AH! The "Kodak mentality"....
      Chinese cities are already "going smart" with interaction BETWEEN vehicles.
      THAT is a whole new ballgame.

  • @loginoff2007
    @loginoff2007 2 дня назад +1

    I like the idea of having access to fully affordable transport without a driver, however there is no doubt that it will take about another 5 years (or even more) to have a service with will cover my needs. My concerns about Tesla's service are:
    1. Two-seater robataxis. It is good for a quick ride in the city when you are alone, but it is not go for families or if I wan to go to a target destination with some friends (I wan to have a chat with then during a ride).
    2. Trips to outside of city destinations. How you supposed to go back if you have a long ride to none popular destinations. Thee will be no taxis to order.
    3. Storage space.
    4. Even if this gentleman claims that you will have an access to all robotaxi fleet, you will still need to wait for your taxi.

    • @martina5328
      @martina5328 2 дня назад

      @@loginoff2007 Waymo robot Taxis are more expensive than Taxis with a driver.

    • @martina5328
      @martina5328 2 дня назад

      @@loginoff2007 Waymo is autonomous. But it is more expensive than with a driver... Sensors and hardware, maintenance and cleaning is not for free.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  21 минуту назад

      Great points, While two-seater Robotaxis might work for solo city trips, they could fall short for families or group outings. Do you think future designs will adapt to address these concerns, or will traditional cars still dominate those use cases?

  • @Francis-of8cw
    @Francis-of8cw 21 час назад +1

    Firefly is pretty cool but there's no chance it is going to compete against the VW ID2 when it launches. I think it has a small chance of succeeding world-wide unless they can undercut the price by a lot. But with tariffs it's probably not going to be possible.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 часов назад

      The Firefly actually has competitive pricing at ¥148,800 ($20,400) in China, while the ID.2 will start at £22,000. However, you make a valid point about tariffs - European pricing will be significantly higher due to import duties and transport costs. Despite this challenge, Nio remains optimistic about the Firefly's potential in both premium compact and mass-market segments.

  • @MohamedNagy-ke9ef
    @MohamedNagy-ke9ef 3 дня назад +1

    What is the cost, technical challenges and safety risks of the ultrafast charging network?

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      The internet is your friend (Allegedly)
      USE it.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  13 минут назад

      Great question, Mohamed! Ultrafast charging networks come with significant costs, from infrastructure to power grid upgrades, and managing heat during charging can pose safety challenges.

  • @berniecoderre3935
    @berniecoderre3935 День назад +1

    The Pandemic you gonna wish You bought a 20K Nio! 🤣🤣🤣🤣🤣🤣

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 часов назад

      Thanks for chiming in, Bernie! The future’s full of twists, and 2025 might just be a year of big "I told you so" moments. Do you think we’ll look back and call this the era of missed opportunities-or bold moves?

  • @deadonarrivalparanormal981
    @deadonarrivalparanormal981 2 дня назад +1

    They definitely declared war on the Ev market!!

  • @benplumlee751
    @benplumlee751 3 дня назад +1

    I don’t understand why people have to go all in on one or the others demise. Both NIO and Tesla will be successful.

    • @martina5328
      @martina5328 2 дня назад

      @@benplumlee751 But if you have two cars that are exactly the same, but one also has swap, which one do you choose?

  • @MohamedNagy-ke9ef
    @MohamedNagy-ke9ef 3 дня назад +1

    Imagine a robo taxi that have access to a 3 mins battery swaping station network tome

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 минут назад

      With Tesla's new charging pad, wouldn’t it be more cost-effective to install these instead?

  • @jmnka
    @jmnka 3 дня назад +3

    Need to standardize batteries problem solved …. You want a used Tesla go ahead……

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      Are you suggesting Nio has "Standardised" batteries?
      As far as i'm aware, the biggest pack they use id 150kWh.
      That's going to be "difficult" to fit in this "City Car"?
      They are going to have at least 4 Different sizes (Capacities)
      THEN you have different chemistries, with different BMS requirements.
      So NOT "standard"
      That's an IMMEDIATE problem for the "swap" model.
      The opposite of "Solved"

  • @robertjones8050
    @robertjones8050 3 дня назад +1

    I think you are mistaken about the price of the swap station. The firefly swap station is not the same as the other Nio’s . They need their own swap stations. The batteries are smaller

    • @scl7555
      @scl7555 2 дня назад

      They will probably use CATL swap stations. Which are in a sense Nio’s technology.. Nio and CATL are partners.

  • @CC-iq2pe
    @CC-iq2pe 18 часов назад +2

    Battery swap isn’t that great because Nio has to have it’s own network of battery swap stations. Those stations need to have multiples of each of every size battery pack they make which also need to be charged to at 80% power because 100% will take too long to charge.

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      DON't try and convince the blind with "actual logic"!
      (I'm with you, but they just don't get it)

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Fair point, Managing a network of swap stations with multiple battery types is a logistical challenge. Do you think the trade-off for quicker swaps outweighs the complexity, or is standard fast charging the better path forward?

  • @jlamm2223443
    @jlamm2223443 8 часов назад

    Well no. You can still charge the conventional way so it is fine to buy a nio where there are no battery swap stations. You don't lose anything for that compared to one that only charges the conventional way. Also, swapping has some big advantages not mentioned. Like 1, it protect s the resale value of the car (which is huge). It also means I don't have to pay for driving a huge battery all over the place because once a year I want to go to Miami. It also means batteries can be charged at off times and in a completely green way. Also, it allows for my car to increase in range as the batteries get better but still conform to interface requirements. Also, my car can be cheaper since there is less need to make it a 1500 volt system to charge super fast.

  • @zevdob
    @zevdob 3 дня назад +5

    You didn't mention the biggest reason to have battery swap and it doesn't even have to do with charging times. How many Tesla owners have we seen burn their cars because the cost to replace their faulty battery was almost the price of the car? With NIO, it's almost as if the biggest potential expense/problem has been removed. My batter is charging slow? No problem. Let me change it. My battery isn't working at all. No problem. Let me switch it.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  32 секунды назад

      That’s a great point, Zev, but the number of Teslas with battery replacement issues is tiny compared to their overall fleet.

  • @67buzzo
    @67buzzo День назад +2

    Tesla promise but don’t deliver.. Where is the semi truck that was supposed to revolutionize the trucking industry? And didn’t you see that the robotaxi is a 2 seater .I own Tesla shares and very happy with return

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Fair point, Tesla’s timelines can definitely be frustrating, but they do have a track record of eventually delivering game-changing products. Do you think the Semi and Robotaxi will follow the same pattern, or is this time different?

  • @milanvanwaesberghe7032
    @milanvanwaesberghe7032 День назад +1

    $20k in china isn't $20k in the west. This car will retail at €27k+ in Europe

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      You’re spot on, Milan-pricing transformations across regions can’t be ignored. Do you think the Firefly’s features will justify that price point in Europe, or will it struggle to compete with established players?

  • @olliteirikko
    @olliteirikko 3 дня назад

    Batteryswap tech would be great for long distance cargo-fleet. Semitrucks which don't need drivers can be on the road all the time if they can swap their batteries along their way. That's where batteryswap will be at it's best.

  • @martina5328
    @martina5328 2 дня назад +2

    Tesla would sell a fraction of the cars they sell today if car service would ever be cheaper than owning a car. You can take a robot taxi today (Waymo). But it is more expensive than a Taxi with a driver.
    Swap is more efficient utilisation of the car. Swap robot Taxis will be cheaper than those without. That is why taxi companies in China deploy swap

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      Why would Tesla *SELL* the Taxi fleet?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 часов назад

      You’re right, Martina, but a Tesla Robotaxi would likely be much cheaper to operate since the cameras are already integrated and don’t rely on expensive lidar. Do you think the added efficiency of battery swapping will outweigh Tesla’s cost advantage in the long run?

  • @chris27gea58
    @chris27gea58 2 дня назад +1

    No. Even where there are no swap stations NIO EVs can sell normally. Buyers simply won't avail themselves of the battery lease option. Also, you don't understand how the swap stations will work. Owners of EVs (whether the vehicle is a NIO or is made by another manufacturer) will be able to use NIO's swap stations. Lots of companies have struck agreements with NIO to implement their battery swap interface/connection spec on selected vehicles.
    So, the only question is whether battery swapping is good business. I suspect it is. It allows a lower entry price for vehicle purchases, quicker full charges (for anyone paying the battery lease), battery range variations in line with the vehicle owner needs and, finally, it allows the vehicle to benefit from technical updates to the battery over the course of the working life of the vehicle.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Excellent breakdown, Chris! Battery swapping does seem to offer a compelling mix of flexibility and affordability, especially with cross-brand agreements in play. Do you think this model could redefine EV ownership globally, or will it remain more regionally focused?

    • @chris27gea58
      @chris27gea58 Час назад

      @@TheElectricOracleChannel I'm pretty sure battery swapping as a commercial enterprise will require a degree of state support and standardisation. So, it will be geographically patchy. It wouldn't surprise me if Tesla, in time, decides to create its own attachment and connection standard just to spoil the work that others have already done.
      But, to be clear, even in locales where there is no battery pack swapping at all having a well defined battery attachment/connection interface still makes sense. Ease of servicing is probably the first reason to design the battery pack as a readily detachable unit.
      And, once those interfaces are defined other considerations come into play. NIO, unlike CATL, say, needs to address particular engineering questions that go to the flexibility and practicality of swapping for NIO vehicles and those of its partners. (CATL addresses different engineering questions and is subject to different constraints in its approach to swapping.) NIO, it isn't widely recognised ensures a roughly common weight of its battery packs (for particular vehicle/pack size classes) whether the energy density is low, middling or high. You can't have the weight of a battery interfering with the handling of an EV - weight variation needs to be taken out of the picture. Of course, NIO will want to move to new battery chemistries as they become available but only when certain range and weight criteria (and objectives concerning electrical characteristics, safety and longevity) can be satisfied. Unlike CATL, NIO wants to offer several battery types offering significantly different, although always decent, energy densities.
      There is a lot a talk about using battery packs in second life applications. That won't happen to any significant extent unless the kind of standardisation efforts being undertaken by NIO and CATL bear fruit.

  • @sleepingdragon
    @sleepingdragon 2 дня назад +1

    The Robotaxi is not relevant to most of us (we will not get anything like that where I live for years).

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  15 минут назад

      It might feel distant now, SleepingDragon, but I think it’ll happen faster than we expect-technology tends to leap ahead quickly.

  • @voipzilla
    @voipzilla 2 дня назад +1

    You are totally wrong about battery swap stations. They are not incompatible with robotaxis, but a requirement as wireless charging is not fast or efficient.

    • @voipzilla
      @voipzilla 2 дня назад

      Unless Tesla will have some Optimus robots at each supercharger to plug in the robotaxis 😊😊

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      So a taxi finishes a job.
      It's at a "Taxi rank".
      There is no fare waiting.
      The cab sits where it is for 3 minutes.
      A fare is received. The cab drives off.
      that fare takes 10 minutes to complete...
      Rinse/ repeat.
      That's 4-5 jobs, with 12-15 minutes *Wireless charging* between jobs.
      If 15 minutes charge is enough to FULLY charge that Pack, then at an optimistic city *average* speed of 15 miles per hour, a cab running at 5+ miles per kWh (Robotaxi estimate) requires 3Kwh for 1 hour operation.
      The pack would be 80%+ all the time.
      WHY spend 10 minutes (Minimum?) driving to a swap station then 3-5 minutes swapping?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Great point, Voipzilla! Battery swap stations could be crucial for keeping Robotaxis running efficiently. Do you think we’ll see widespread adoption of this model, or will wireless charging eventually catch up?

  • @AngeloBonaveraArt
    @AngeloBonaveraArt 3 дня назад +1

    I can see this replacing taxis and maybe buses. But charging at peak hours isn't efficient. With AI automating everything, I don't think the complexities of swap stations, will be an issue and it is efficient and quick.

    • @rogerstarkey5390
      @rogerstarkey5390 16 часов назад +1

      You realise they would have to charge the batteries in those swap stations "at peak hours"?
      How about... The majority of "conventional" charging vehicles have range such that they DO NOT require charging At peak hours.
      If a taxi driver works through the day, especially in a city, how far do you think they travel?
      In London, the average speed of traffic is about 10 mph.
      Lets DOUBLE that, then multiply by 8 hours.
      160 miles?
      Now lets assume that the cab was idle for 1 minute between jobs and completed an average of 5 jobs per hour.
      That's 40 minutes potential "splash and dash" charge time.... for 160 miles.
      NOT a problem? EVEN if the cab was over a wireless charger only half the potential time?
      Don't forget, the first 30 seconds to 1 minute of a job could involve the customer placing items in the cab and getting seated.... that's more charging time.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  2 минуты назад

      Good points, Angelo! It’s the cost of implementing and maintaining swap stations that worries me the most. Do you think the efficiency and speed will outweigh these costs in the long run?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  2 минуты назад

      You make a solid point about charging flexibility for conventional vehicles, especially in city environments with lower mileage demands.

  • @guseres
    @guseres 3 дня назад +1

    Nio was the straw that broke the camel’s back,USA and Europe only imposed tariffs on Chinese electric vehicles when they witnessed nio car technologies

    • @MManStock
      @MManStock 3 дня назад

      Sure. NIO barely sells a few thousand units/week in China, and almost none in Europe. Firefly is ugly.

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      @guseres
      Way to go connecting 2 completely unrelated events.
      Europe "imposed Tariffs" because they were TOLD TO by uSA.
      BUT..... NOW certain European countries (and I hope UK) are realising the the winner will be "Not uSA" and are "talking" to China (And by proxy, "the global south"... (More properly known as "The Global MAJORITY")

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  9 минут назад

      That’s an interesting take, Guseres, but tariffs aren’t unique to the U.S. or Europe-all countries impose them for various reasons. Do you think NIO’s technology will push more markets to reconsider their strategies on EV imports?

  • @martina5328
    @martina5328 2 дня назад +2

    Waymo robot Taxis are more expensive than Taxis with drivers. Think about that for a moment. What makes autonomous Teslas cheaper than Waymo...? And so cheap that you do not need a car of your own?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  17 минут назад

      Totally agree, Martina! Waymo’s costs show how challenging it is to make autonomous taxis affordable. Tesla’s edge could be their scalable, camera-based system-do you think it’s enough to make personal car ownership less appealing in the future?

  • @ericslacey
    @ericslacey 2 дня назад +1

    Nio cars charge just like any EV. Battery swapping looks like it will be standardized in China.
    Think about buying a used EV.
    Standardized battery swapping will extend the life of these cars.
    This will all play out over time and we will see what happens.
    Nio looks like its on a beautiful path to me.

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      You don't understand the concept, or pitfalls of "Standardisation".

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Beautifully said, Eric! Standardized battery swapping could truly transform the EV market, especially for used vehicles. Wishing you all the best as this exciting journey unfolds-what’s your vision for where NIO will be in 5 years?

  • @martina5328
    @martina5328 3 дня назад

    Try parking your car to charge it in a Metropolis.

  • @supadelvinci
    @supadelvinci 2 дня назад +1

    Bit misleading, im wondering if its deliberate.
    Nio also have the capability to charge on the existing charging network. They also have a mobile battery swapping service.
    Tesla were meant to have a robo car service up and running 4 years ago. Every single year since, theyve said theyre 18 months away.
    Theve struggled recognising road cones, speed bumps, even birds!
    They're nowhere near to rolling these out in the near future let alone within a year.
    You sound like youre being paid to say stuff but youre just not disclosing it

    • @rogerstarkey5390
      @rogerstarkey5390 17 часов назад

      You didn't notice the "unexpected technology change" (A.I?)
      I "might" question "Who's pocket are YOU in?"

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 часов назад

      Not at all, Supadelvinci-just sharing my perspective! NIO’s flexibility with charging and mobile swapping is impressive, and I agree Tesla’s timelines have been frustrating.

  • @berniecoderre3935
    @berniecoderre3935 День назад +1

    Hey look buddy, you can charge a NIO too!🤣🤣🤣🤣Swap Stations are just a better way of building out a electric car network, because you always have the best battery available and you don't have give Tesla 20K if your battery goes bad, just swap it out! NIO's solution is more eloquent and WAY MORE consumer friendly! At 20K for NIO Firefly would be no brainer for ANYONE looking for entry EV in a City or ANYWHERE! The only thing stopping NIO is these Idiotic Tariffs!

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 часов назад +1

      You’ve got a strong case there, Bernie! The swap model definitely has its appeal-especially when it comes to flexibility and long-term battery reliability. Let’s see what 2025 has in store-will tariffs hold NIO back, or will they push through to shake up the market?

  • @DEVICELINK-w1z
    @DEVICELINK-w1z 3 дня назад +1

    plugin Firefly

  • @berniecoderre3935
    @berniecoderre3935 День назад +1

    NIO is better positioned to dominate the ROBO Taxi market because their cars are already designed to be a ROBO Taxi Eco System, the Swap stations are the secret sauce, right now your NIO can drive itself to a swap station without you and change it's own battery, It's like having your own Driver for 20K!🤣🤣🤣🤣

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 часов назад

      Great point, Bernie! The battery swap stations are definitely a game-changer, but have you considered the cost and scalability of building and maintaining each one? Could they truly outpace charging networks in the long run?

    • @rogerstarkey5390
      @rogerstarkey5390 16 часов назад

      @@TheElectricOracleChannel
      I could see every "Conventional charger" (Supercharger, plus maybe less powerful destination chargers) having a wireless unit directly in front of the unit, similar to the temporary access covers used by Utility Companies.
      a simple slot cut from the existing charger to just beyond the "Bump stop" in the parking bay could allow power feed.
      As these became ubiquitous, in tandem with the number of vehicles designed to use them, the concept of not just "Graze charging" but .... Let's call it "Charge Nibbling" would remove the need for swapping on Autonomous vehicles.
      The cab drops off a passenger?
      Just the 30 seconds required for that can provide a "Nibble".

  • @fb6667
    @fb6667 3 дня назад +1

    Horses for courses.
    Battery swapping is a necessity in high density high rise cities, majority in Asia.
    Robo taxi, pay per use car sharing, metro network, food and item deliveries, belongs to the same category of no car ownership mobility societies.
    Superbly designed cities with 10min walk to all necessities like Singapore and HK do not required car ownership.
    Now back to your argument, Tesla could work in some cities in the states but then again, they will be fighting with Car sharing company, pay per use car services.
    Just to imagine all Tesla robo taxi will be roaming all over the streets in ai mode just to be ready for expected booking. The streets will most like always full of empty cars.
    Realistically no one can ensure you get your shared car within 5min in sanitised and clean condition.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  3 минуты назад

      Scale will play a crucial role, especially in dense cities where swapping and shared mobility make sense. Do you think Tesla’s approach can adapt to these high-density environments, or will they struggle to compete against purpose-built solutions?

  • @keithdo8269
    @keithdo8269 3 дня назад +3

    American is all about freedom, nobody wants to be elon's puppet, I still want my own car nomatter what they say lol

    • @rogerstarkey5390
      @rogerstarkey5390 16 часов назад

      You DO know you're a "Puppet" of the Car manufacturers and their dealers as they sell and "service" (Find reason to fit parts to) the car?
      and the fuels companies that are going to be charging more for various reasons?
      And the Insurance companies who will charge YOU more as their "Driving customer" base shrinks, AND as they find it difficult to extract money from "The other party" in an accident when that vehicle provides cast Iron evidence that "IT" wasn't at fault (You will blame THAT on Elon as well?)
      etc....

  • @ianrob4760
    @ianrob4760 2 дня назад +1

    does anyone serious really think thr robo taxis are even real ... and available any time this century

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 часов назад

      They’re definitely real, Ian! Autonomous Robo Taxis are already running in certain areas, though widespread availability might take a while. Do you think it’s the technology or regulations that will take longer to catch up?

  • @ricksaelee1691
    @ricksaelee1691 2 дня назад +1

    You better look in more before you start talking about swapping station and nio there lots of stuff you don't know about nio.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 часов назад

      Fair point, Rick! NIO’s ecosystem definitely has some fascinating layers. What do you think is the most overlooked aspect of their strategy? Would love to hear your insights!

  • @josephynh5921
    @josephynh5921 3 дня назад +1

    Clearly you do not live in 3rd world country. Robo taxi will not be possible for many many year to come and even it’s possible, the cost of vandalism is simply too high. Nio concept is still the way to go.

    • @rogerstarkey5390
      @rogerstarkey5390 16 часов назад

      You Damage it?
      YOU paid for the cab *On your account* and the camera system INSIDE will confirm that YOU damaged it.
      2 things will happen.
      YOU will get the bill.
      Shortly after the bill is settled, YOU will be banned.
      Enjoy the walk?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  9 минут назад

      Good point, Joseph! I agree it will take longer for Robo Taxis to scale in the developing world, especially with cheaper labor making traditional options more viable. Do you think NIO’s approach could bridge the gap in these markets over time?

  • @MegaRealestate101
    @MegaRealestate101 3 дня назад +1

    I’ve never liked Tesla and I despise taxis. It’s only NIO for me.

  • @Burgermonster
    @Burgermonster 3 дня назад +2

    Why would anyone limit themselves to just charging their vehicle? With NIO you have choice of charging or swapping. People like choice. They also like quality and features. Do you really want to limit yourself to sitting in a boring Tesla while commuting or traveling to your favorite destinations? And can you really believe anything that CEO Musk promises you with all of the misinformation that he puts out and with his involvement in politics and pretending to run the US government which he seems to know very little about? Regarding the Robotaxi, any fleet owner better have a great insurance policy, even better lawyers and the best security system in addition to an on-demand charging infrastructure for their fleet.

  • @unreliablenarrator6649
    @unreliablenarrator6649 День назад +1

    Tesla is making a massive mistake. Their robotaxi design is irrational and the Firefly is rational. Edit: You obviously missed the part where Neo said they will only add the battery swap stations where they make economic sense. I repeat: the Tesla robotaxi design is terrible, Elon Musk has gone off the deep end, starting with the Cybertruck, a POS design with limited appeal. Next, Tesla (and you) are far behind on robotaxis. China already has these services running at scale using purpose-built cars, they work in some areas but not universally. Maybe you should take a walk and work-off the Tesla fanboy BS you are clearly drinking the Kool Aid. Sorry, you are drunk on your own :discovery:.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  12 часов назад

      Interesting take, UnreliableNarrator! While I see your points, I think Robotaxi adoption will surprise us-Tesla’s approach may seem unconventional, but disruption often does. Do you think purpose-built designs like Firefly will dominate, or could Tesla’s flexibility win out in the long game?

  • @MariusDumitru-sv5en
    @MariusDumitru-sv5en 2 дня назад +1

    What a waste of time, your assumptions are all wrong… You will have to have a huge fleet of cars that have to be maintained, brakes, tires, etc… forgot to mention that cost

    • @rogerstarkey5390
      @rogerstarkey5390 16 часов назад

      You mean like ALL CARS?

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  11 часов назад

      Fair point, Marius! Maintenance costs are definitely a factor, but I still believe autonomous fleets will eventually make economic sense.

  • @berniecoderre3935
    @berniecoderre3935 День назад +1

    let's assume their is ROBO Taxi future, that means their will be more Parking for my 20K Nio Firefly, lower insurance because their are fewer cars to hit me, and I don't have to share your VIRUS in your Tesla ROBO Taxi!🤣🤣🤣🤣

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 часов назад

      Interesting perspective, Bernie! A world with fewer cars and more personal space does have its perks-your Firefly might just become the perfect haven. What’s your bet on how fast this ROBO Taxi future will actually roll out?

    • @rogerstarkey5390
      @rogerstarkey5390 16 часов назад

      HIGHER insurance, because the insurance companies will have fewer clients.
      AND they will have ZERO chance of winning the claim if "You" hit a robotaxi which has a full 360 degree record of "The incident".....

  • @alejandroguerrieri2924
    @alejandroguerrieri2924 День назад +1

    Get out nio short

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 часов назад

      Interesting take, Alejandro! Are you predicting a major turnaround for NIO, or is this just a hunch based on recent moves? Would love to hear your reasoning!

    • @alejandroguerrieri2924
      @alejandroguerrieri2924 20 часов назад

      @TheElectricOracleChannel again, get out short...you will get devastated soon for shorting nio...remember this. This 2025 nio will sell like hotcakes

  • @josephynh5921
    @josephynh5921 3 дня назад +1

    Clearly you do not live in 3rd world country. Robo taxi will not be possible for many many year to come and even it’s possible, the cost of vandalism is simply too high. Nio concept is still the way to go. Pls do your homework more before doing videos like this.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  10 минут назад

      Fair point, Joseph! But I think Robo Taxis are already here, especially in places like China where they’re scaling fast. Do you think the concept will evolve differently in developed versus developing markets?

  • @jmnka
    @jmnka 3 дня назад

    Mo more than 100 a month

    • @martina5328
      @martina5328 2 дня назад

      @@jmnka You will not get far on that. Waymo (autonomous taxi) is more expensive than Taxi with a driver.

  • @DDGGVVMM
    @DDGGVVMM 3 дня назад +1

    Without lidar, Tesla fsd is a joke.

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  14 минут назад

      Tesla FSD is making huge strides and their recent move to offer free 30-day subscriptions shows confidence in their vision-based approach. Do you think this strategy will win over skeptics, or will lidar still dominate the conversation?

  • @keithdo8269
    @keithdo8269 3 дня назад +1

    If somebody tells you elon can make the ai and robot smarter than human, should you stop having kid and buy elon puppy instead? Lol

  • @alanoldfield6955
    @alanoldfield6955 День назад

    sorry dude but Tony Seba predicted this years ago, you didnt just discover the world moving to self driving robo-taxis

    • @TheElectricOracleChannel
      @TheElectricOracleChannel  20 часов назад

      You're absolutely right! Tony Seba has been remarkably accurate with his predictions over the years.