Elon Goes After Ross Gerber HARD / Cybertruck / "TSLA About To Reach: $234; $290" / I Got FSD V12!
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- Опубликовано: 2 апр 2024
- Tesla stock & Elon Musk news.
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11:10 Tesla stock to reach $234
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17:47 Tesla stock to reach $290
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All-in Tesla stock,
Matt
Chicken would be fired in 6 months, why even bother. I thought he was no longer interested in Tesla? He can’t leave this relationship…
Gets him on tv with the tesla haters.
But his portfolio performance that you can follow on X would say otherwise. Just cos you don’t like him doesn’t mean he doesn’t provide value. The measure of genius is the ability to simultaneously hold two opposing thoughts in your mind.
Hi from Taiwan. Our spirit is high!!!
I had a disengagement yesterday on FSD. In a construction zone, at night, traffic stopped. When traffic started moving again the car tried to go left though a couple traffic cones instead of following traffic which in itself should have been enough indication but construction activity to the left should also have indicated that that direction was problematic.
I trust that Tesla is capturing all disengagements on FSD and look forward to fast improvements. Only had 3 drives so far but that has been my only issue.
Are you strong bullish for the stock (with V12 ?)
Think logically about why the trial is in progress.
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"We are not compute constrained"
Add the V12 rewrite.
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Translated.
"We have a far SMARTER system which can collect, process and understand data far more quickly ".
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In that case, what do you need?
DATA
When do you need it?
NOW.
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Then, the final piece.
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Ideally you want "unusual" incidents?
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Where might the best place be to collect those "problems not reported by the experienced users"?
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Maybe by increasing the pool by an order of magnitude, with "newbie" participants?
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If you can 20x the data input over a month, and the system is generally capable of a "first time fix" whereas before it was let's say 60%? You've gained the potential to improve by what might have taken well over a year, in weeks.
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Then what?
Well
I would take a breather, review through May, then maybe repeat.
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Next?
I might suggest "It's far superior to Mercedes on the highway and Waymo in the city.... What's the holdup?"
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Put the pressure of "why not?" onto the regulators.
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If they accept at least "level 3'...
I might do a deal with existing owners.
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"We're going to drop the New user price to.... 8k (guess) for "x" months.
But
*You* get a refund down to *6k* (irrespective of what you paid) "
"What about my interest!!?"
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"You get a 1 time transfer"
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Why do that?
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The reduction brings *a lot* of new users.
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The money (which hasn't really been counted) from the existing owners can now be released.... (Any "loss" compensated by the new uptake)
Plus, I reckon a "reasonable" number of the existing users would take the 6k and use it to reinvest in a new Tesla.... (With FSD......13?). Great for sales.
@@rogerstarkey5390 I think you are probably right that the free trial is partially to capture more edge cases. It’s a risky move because if it has a bad failure while engaged it will be big news and this expansion of use increases the chances. Guess what? It hasn’t happened yet! It’s possible that the system can handle the most dangerous situations basically flawlessly but it’s lacking in less dangerous aspects of the driving experience like getting stuck in a lane that runs out with lines it doesn’t know what to do with (As shown by recent Dirty Tesla vid)
Have had some essentially flawless drives on FSD trial I began 2 days ago, driving 20 miles from one small city to another, handling roundabouts, pedestrians, lane shifts due to construction, left turns with oncoming traffic. It does not do well in a shopping center- can’t distinguish pedestrians on sidewalk vs in parking lot “lane”, also tried to leave via unviable exit (R turn only)- recommended not engaging until out of such areas. Also made an inappropriate stop where there was a right turn but then cars entering from a stop about 20 feet from initial intersection- stopped for car which had stop sign then decided to go just as other car pulled out from stop because it thought I was waiting. Overall very impressed. Will be using it to drive 2h to NYC later in month
Just make sure to actually pay attention at all times, I worry FSD will lead to complacent drivers even with the requirement to keep a hand on the wheel
FSD much improved with 12.3. Very pleased. Drove almost 6000 miles in 15 days last summer on FSD in a model Y. Now FSD mush improved.
Double white line means stay in your lane, do not cross, don't blame the Tesla for driving by the rules😂
I won’t leave Tesla for BYD.
People outside of Tesla who keep on second guessing Tesla does so with absolutly no knowlegde of what is happening inside the company. Tesla knows how every single atom in their company performs, where the problems are, how sales are going, which adds work etc. People on the outside which has nothing to lose compared to Elon/Tesla somehow think that Tesla doesn't do what is best for the company or they think they are smarter. Well then they should build their own company as that would certainly be the best company ever 🤔
The CCP did Not Bashing their own Cos. Unlike American, in the US they Bashing their
own Cos. & their own Hero people. 😅😅😅
This is an American custom. Elon will get even by success.
We have two 2022 Model 3 RWD cars. They are identical, one month separates the delivery. Yet when traveling from and to the same points at nearly the same times, they each choose different routes and I could swear they have different driving personalities (all Auto Pilot settings are identical). Both are amazing.
One wants to go by the shoe store and the other the sports shop. ;-)
That’s really cool, and a little scary.
The vehicles may not only be recording how you drive but also listening to you talk, complain about traffic in different areas and maybe AI tries to come up with a route that satisfies the driver best? I wouldn’t put it past them to put that level of accommodation into FSD selected routes.
@@user-dt3zi2xg7p Interesting, I did accept all feedback options.
Something to consider, I have given more rides in my Y this last week showing off FSD, than the last 4 years.
Ross is a second grader.
Ross should not be allowed to speak in public
No he isn't. He is not even a toddler - just a big Gerber baby...
He’s a Gerber Baby
I called him out very early on. I am very proud of that. He blocked me.
He is a COWARD 😊
I just ignored him, no harm done.
I believe that Tesla's inventory includes cars in transit, with the Red Sea issue causing transport ships to go around South Africa adding at least 10 days to transit that would account for much of the days of inventory.
The 20% drop of demand in China might be shipped to Europe right now.
BYD dropped 40%, so we know that theChina demand is down for economical reasons.
Demand is down and deliveries are "in the mail" and people may be waiting for the upgraded MY and M3 plus lower interest rates etc. But I think the target is getting metered L2 charging into as much apartments as possible in anticipation of the surge of the next gen vehicle in '26.
@@larsnystrom6698
Kevin is just a Tesla bear at this point. I can't even listen to him any more. I used to tune to his channel everyday, but now.. naw.
Drama seems to get clicks. Clowns love drama.
Why is no one talking about Tesla energy hitting all time record?
Waiting for the earnings call.
It's a slow burner.
Because it is a small percent of revenue.
Because it's easier to compartmentalise Tesla as a car company that has immediate visible competition, even though MSM likes to point out how Byd is outselling Tesla, when they aren't even allowed to sell their cars in the US and Tesla dominates in all other countries around the world.
I heard somewhere that Tesla spent 7 million dollars last year on advertising or maybe it was last quarter... Meanwhile companies like GM spend 3.5 billion per year...
Legacy Auto typically spends billions per yr, around $500 to $1500 per vehicle sold, and their ads are nothing but appeals to emotions without substance. Tesla ads attempt to inform crucial considerations like price.
@@Mrbfgray I'm glad, because when I talk to people they are ill informed about Tesla.
@@ryan6391 From 'our' Tesla bubble it's hard to believe that---say the CT, many have never heard of it let alone know anything about Tesla cars.
Guess who get the most value for their money?
@@tedmoss if you spend almost no money then are you really educating a lot of people?
Agree on contruction zone performance. Very good experience yesterday with FSD in constuction zone plus lane closures in heavy traffic
"LOSS Gerber" is such a FOOL ! 🤣
Yet whose quotes do you see on MSM outlets (with all the other bears). My wife asked me why I was still holding Tesla when it was going to bottom out in the teens. Given what news sources she reads and watches, you would think Tesla was going bankrupt in a couple months, not that it is producing the best selling car in the world, or have billions of dollars of energy storage orders, can lflip a switch to turn on FSD at $12k a pop, over a year’s back orders on a revolutionary truck etc, etc, etc.
I would gladly skip this year!
I don't need any more buying opportunities for Tesla stocks.
I don't want to be entized to spend cash I need for living on for at least two years.
For me, that would be like being on a margin, and I hate that kind of gambling.
If you consider where BYD started vs Tesla... they should be annihilating Tesla in China... they are not.
It's called the DUNNING KRUGER EFFECT, Gerber is "suffering" from.
RG is suffering from overextending his position (and almost certainly that of his clients) then getting caught out.
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He's been looking for excuses ever since.
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The polarity switch in his "logic" is .... "Exceptional"
Yep, you don't know what you don't know.
I keep buying. Now we know FSD is working and will improve. All drivers and insurance companies will require it, IMO.
Get your self on /r/selfdrivingcars to see how badly FSD isn't working.
Maybe eventually it will be required, but that will be years or decades. Insurance companies will simply charge a higher premium if you don't have FSD.
or there will be a cost for insurance without FSD that costs more than using FSD. Perhaps Tesla will offer such insurance?@@darylfoster7944
It’s not insurance companies. It’s more like what happened with seatbelts. There was lots of pushback but the government still pushed forward and required they be installed and used by law. It will be more like this but will have an even more profound effect on safety.
FSD is not working that is why it is called Beta further Tesla is only at level 2 out of 5 for self driving.
I always look forward to your videos. Thanks for the great content Matt!
Thanks goodness they didn’t make him BOD
Matt, Yes need lease option to buy and paid FSD should be transferable. That will help sales for sure
It would help model 3 sales, because then consumers could get the tax credit, as well as keep their car.
Please do Poll, of what
Excuses CEO Elon Musk
will use on the Q1 Conference Call...
His excuses will be dismissed as will his promises of L5 FSD this year. He tends to parrot right wing talking points (like we were going into a deep recession) and doesn't accept responsibility for the reputational harm many other comments causes Tesla. The Stock price in many ways is a reflection of investor confidence.
It's an egregious misleading statement that Tesla has the crown in BEV's, when BYD is doing very well indeed being diversified to take advantage of hybrid sales, which is never mentioned in their decline in BEV's. Maybe the drop in BYD is the real buy the dip opportunity right now?
BYD sold fewer over 2 quarters and made FAR less margin on EVs.
That's "OK"
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Or rather "less bad" that other legacy manufacturers.
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I count them as "a transitioning ICE manufacturer which actually *planned* the transition"
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They have a way to go.
Nobody cares about hybrids
Hybrids are not EVs. They are ice with a tiny battery.
Thank you for all of this very important information. Thank you Matt. Great video!
Demand is the clearly the issue now. It doesn’t help having 2MM+ CT orders that might have bought Model Y instead over next 2-3 years (including me). Need the Model 2 to come out which will also cannabalize Model 3/Y sale but long term it will create more (loyal) Tesla customers.
If really want FSD adoption, just reduce the FSD price to half and just charge more $premium when/if people want their Tesla to join robotaxi fleet down the road (which will take a long time given regulatory approvals). So two tiers of FSD (personal and robotaxi) and get rid of enhanced autopilot.
If sales can grow 15% for the next 5 years it would still be decent. The 50% thing was just unrealistic in the long term
Why is it that not ONE, bearish or bullish influencer ever talk about the fact that our economies are sucking so give all automakers a break. Many of us little people that live from paycheck to paycheck, realize that our money is tight and higher interest rates don't make it easy to buy high dollar items like cars and houses, etc. Logically it is w BIG driver of supply and demand as well. Wish someone would address that and cut out all the back and forth BS one sees from both sides of the spectrum.
For real, economy is going down the drain in most countries but no one mentions it or very few. Most goods have almost tripled in price or more. Food, groceries, eating out, it’s insane. But yeah so called “analyst” expecting record breaking sales every quarter…
Gerber was never smart. He got lucky buying into tesla early. He thinks that gives him the right to run Tesla.
Of course, the inventories increased in Q1. The cars sat there and couldn’t be delivered. Due to the shipping issues. If you look, this is one of the highest quarter discrepancies between production and delivery meaning they couldn’t get cars to customers.
6000+ TSLAs sold in Korea in March. Just surpassed Mercedes and Koreans loooooove their Benzos.
WHAT is the fixation with the compact before CT being a good idea?
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Several issues.
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First.
We've seen that Tesla stockpiled 4680 cells.
They obviously calculated that it was *impossible* to *guarantee* a stockpile sufficient for the Compact, so why the conversation?
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Second
It's become very clear that the key to *really* leveraging the Gen 3 platform (NOT just the Compact!) is the unboxed process?
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When was that concept first developed?
2015?
If so, why not use it on the 3?
Or the Y?
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I'll suggest that it wasn't even "a thing" before they went through the (logical!) process of the 48V system, brake by wire, etc.
I'll also "guess" that those ideas didn't emerge until the CT was in development.
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Third.
We're back to the old chestnut of *WHERE* to build it?
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To even CONSIDER that vehicle, it was (is) *ESSENTIAL* that the company was already profitable and stable.
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To reach that stage, 3 and Y had to be in production?
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For that to occur, the factories had to be built.
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Shanghai was a separate (successful) case.... The money maker.
Fremont? At the time, apparently had trouble bolting 2 panels together? (Mmmm. US work quality!!!)
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Berlin? Not ready.
Texas? Not ready.
And when they WERE, it was logical (essential?) that they build the known, profitable product.
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So that puts us at...... 2020? 2021? (We know a song about that, don't we?)
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By which time the CT was well advanced..... AND it was apparent that the "Unboxed" process was a good idea..... "On paper" using tech developed on and for the CT.
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So how long to *develop* the process? and *Build a factory* (modified to "a line") during the most "interesting" period in recent times?
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Typically 3 years, maybe add 1 to compensate?
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Which puts us at...... Now?
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Then, we must consider "the object of the exercise" Robotaxi.
That tech has to be at least "near ready" before the vehicle is produced in numbers?
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Get the point?
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Those that can, do (even if it takes a bit longer to do numerous things *nobody has done before* "?)
Those who can't?
Should... "Zip it" and enjoy the show.
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(imo)
I doubt if 4680 is ever going into the model 2. More likely LFP or M3P or something similar.
Next gen was deferred to be robotaxi but when FSD was proving to not work they convinced Elon to make next gen that is not robotaxi. FSD was ultimately changed and now shows promise but robotaxi is still years away. Tesla will likely sell 10s of million of gen 2 before a robotaxi hits the roads. Good thing Tesla was able to override Elon.@@darylfoster7944
Glad you finally get to join us testing V12!
Cool, what does the gig pay?
If Tesla licenses FSD 12, they will likely provide a sensor package to the OEMS so the software will have all the right inputs, another revenue stream on the way.
i went thru construction zone with twists and it handle it well.
Great analysis on the next gen vehicle vs the cyber truck. Good job
Ross tries to take over Tesla...scary
Don't worry, he is not smart enough to run Tesla.
Matt, nice work been watching and subscribing for week or two. Loving your news format and twitter post summaries. I struggle to navigate X it’s pretty messy. Gonna move to you for tesla news as find Dylan Loomis (electrified) to be pretty boring. Would love Rob Maurer of Tesla Daily to still be producing vids as followed him for 5ish years.
Ross is a wealth manager - in wealth management, it is the retail of corporate finance
The inventory numbers are bound to rise somehat as the shipping route via the Cape to avoid the Red Sea is much longer meaning that cars remain on ship longer before being delivered.
I'm glad Chicken Geenyus made this prediction so we can feed it to him later.
the SU7 sounds like the bearing or the gear box for drive train is bad
Is it correct that much of the concern about demand comes from equating deliveries with sales?
Might not there be undelivered cars that have been sold?
Surely we need to know, in order to make sense of these numbers.
"The media" will flip-flop as it suits.
In all of 2023 there were 43,000 unsold cars over 4 quarters. This time there are 47,000 unsold in one quarter.... That is a far increase but I guess it is possible it will turn around.
Strange, most people I know have relative fast deterioration of brakes in EVs compared to ICE. My mechanic told me the lack of activation leads to faster oxidation. Maybe it depends on climate.
Why are you making stuff up?
@@kennyg1358 I don’t. Just the way it is. In my country, cars need a regular checkup in order to stay on the road. When EVs fail this checkup, it’s often because of the brakes and this specific fail rate is higher for EVs than ICE cars.
I always knew Elon was funny and doesn't hold back but was kind of surprised he posted that about Ross. Shit is hilarious.
should have told him what he told Bob Igor...lol
Could not agree more, it doesn't take a genius to see Gerber is a dou che.
Meet Kevin also turned on FSD too late for it to react to that lane change.
That fraudster. Things have to align with his stars.. his part of the FUD manipulator. He loves to brag about how big is his channel.. While he blame Elon and pull lots of uncanny narrative, I think FUD investors influence by him should blame him for his BS.. Why blame Elon for FUD uncanny narrative?
End of the day, numbers can help TSLA 😢
I am seeing BYD sales jump because they are filling Europe and all their brand-new markets with cars for their dealers. That is the reason for their bigger-than-usual increase....the same happened to VW.
And what is BYD's profit per vehicle, less than $1k? How many cars would Tesla sell if they cut their profit to $1k? Plus many of BYD's models are little postage stamp sized micro cars, which are affordable to Chinese consumers who average about $10k in annual income. The whole BYD vs Tesla comparison is apples to oranges.
One of the few things that would make me lighten up on TSLA stock would be if Gerber was on the board.
I might sell it all
Price may be at all time low but pmt is all time high w rates. Only Tesla can do that..mass cash in bank
Matt doesn't sem very excited about FSD12 after finally getting to experience it. Still buying shares, Matt?
Not only does Tesla have more cars on the road, it has the only cars providing the feedback, and the only company with the computer power to process all the input. No one else has the cars to transmit the data, and if they did,they couldnt process it!
Small company called nvidia can do it (Mercedes, Volvo, BYD). BTW processing power of Tesla is based upon nvidia technology.
@@bartvanderheijden7055 you are correct about Nvdia dominance. But who is using that technology to create visual learning? Tesla!; not Mercedes , ford, GM , Spengler or BYD. Most car companies are fumbling with perfecting an autopilot like app, not visual learning full self driving. The others would do better to ‘steal’ OpenPilot and port it to their autos. That program is open source and runs well on simple hardware.
Tesla FSD beta version 12 and still has to figure out bicycle lanes, are you serious!
Going first with the next generation vehicle verses the Cyber Truck assumes that all the required knowledge and supply chain is available to allow that to happen right away. I suspect that this assumption would be untrue. Clearly, 48 volt electrics are benefitting from the Cyber Truck experience. And it would not surprise me in the least that the additional manufacturing experience gained with the Cyber Truck is not leveraged in many ways to build the next generation vehicle.
Correct.
They needed... (In order)
Factories,
Profit,
Stability,
New vehicle systems,
Batteries,
To be in place....
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Then, as they achieved those milestones, the Idea of "unboxed" emerged.
At that point there's a choice.
Build a multi million dollar system with the old tech, that's ready, quickly, make less margin, at a higher price, then rip it out and update...
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Or
Perfect the new system and dominate.....
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"Answers on a postcard"?
(One for the old gits😉)
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It ain't Rocket Science.
@@rogerstarkey5390 Amen brother...
The tesla story sux this year and i am not sure that will change unless they are waiting for some big news... But why would they just keep quite, they are never quite... Elon always talk about what the company is up to way vefore they are.
I visited two service centers in the last 6 months and they looked like new car lots not services centers. One in KC and one in Nashville and both were packed with model Y's 100's and 100's...not moving metal as they say. Yes rates but fed tax credit offsets that so what is up? Folks maybe just tightening the belt, which crazy president do you want election year?
man you love james fake bull Matt. Always a must to have his things up and opinions.
While Ross may technically be an idiot, having the CEO of a major company publicly calling one of their shareholders an idiot is idiotic on its own. There are much more artful ways of telling him to go to hell and at the same time have him look forward to the trip.
If you don't like what Elon says--don't tune in, or don't invest, he hasn't changed in decades and has no obligation to cater to your mental frailty.
Baby Gerber no longer has enough shares to matter, sooner he's out of the name completely the better. Ross is completely unhinged, making crap up and believing his own insane rhetoric.
Subtlety isn't Elon's strong point. He is, in fact, extremely bad at it. He really should hand over the Public Interface to someone dull & boring who will deal with Tesla issues without trashing the house every time.
Elon can carry on posting dumb inconsistent stuff on X, I really could not give a f*ck about it.
@@rorykeegan1895
Would you be "subtle" if you'd had "whoever" telling you that you were wrong for 2 decades?
Maybe there might come a time when you said "WTF do *YOU* know???"
The difference is that whereas 10, even 5 years ago it could kill the company, now the company is safe.
On the other hand , as I've been saying for well over 5 years, The amount and intensity of FUD *WILL* increase at least in proportion, probably exponentially compared to the underlying strength of Tesla.
(I'm right so far)
The problem? Those generating the FUD have deeper pockets and more pow... "Influence" than anyone is considering.
If they think spending ("losing") a billion now will maintain (regain) their influence long term, they're going to spend it, then make it back later.
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It's not about Tesla Q1, or Tesla, or "Cars" or "Energy"... (+medical, money, etc,)
It's control of the whole freaking system they want to keep, and they're watching Elon break it apart.
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You ain't seen nothing yet.
Call a spade a spade, shareholder or not. If Baby Gerber throws a temper tantrum and sells his shares, I’d be glad to buy them up :)
@@rorykeegan1895 You have blinded yourself to the best advertiser in a generation.
2nd comment. lol. Good content bro
How is everyone expecting record breaking sales every quarter when the economy is bad and inflation is so high and this seems to be worldwide. Feels like most analysts are living in their own bubble.
ICE car makers are growing.
If talking vonspiracy theories turns off customers. He should change his behavior period. The fact that deliveries are low it shows a demand problem. Ppl on yhe left buy evs. Elons speech alienates potential customers
What conspiracy theories is Elon talking about? That there was censorship collusion between government and social media? That the far left is basically a virus? Be specific with your alleged theories.
It's an election year compare this to other election years.
BYD? You TEMU MOTORS.
Ross has become something smelly stuck on the bottom of Tesla's shoe.
When $TSLA is down, everybody is blaming Elon. when $TSLA is up, nobody care about Elon...
When $TSLA is down nobody is blaming on those FUD who spread BS
They criticize it then too saying its all hype and never mention the superior product engineering
Another few years and Tesla could reach an accumulated profit equal to Musk's proposed bonus ($56 000 000 000 )
Robotaxi can make huge profits at just $0.25/mile! That will make owning a car more expensive than taking a Tesla if you drive less than 40 miles a day. Or 70% of people in the US.
Just the lease on the lowest lease cost EV (the Hyundai) is 19 cents per mile... a vastly lower cost EV is a necessity for robo-taxis to make any significant dent in the fraction of passenger-miles of transportation.
If robotaxi were $.50/mile, I'll bet many urban dwellers would not buy a car. Car ownership costs more than that, especially if you're young and have outrageously expensive insurance.
We can agree robotaxi will significantly reduce the cost of NOT owning a car - but IMO likely not enough to induce typical car owners to sell the used car they already own.
The pickup is key to tesla growth in the US - a million per year market at higher prices and margins. When everyone else plays checkers... play chess.
The demand for a 4x4 ev pickup at under $50k is proven by 2M pre-orders. Scale at the high end of the market ($120k).
Let BYD fail at the mass-market - learning from their mistakes.
In another year or two battery tech and scale (and FSD) will be ready for a mass-market "people's car" moment... still too early now.
@@DarylOster I don't see any big battery tech breakthrough in the next year or two. The improvements will most likely be incremental.
sodium is starting to scale -- as is nano-carbon and nano silicone... all offer 2X to 10X value improvements...
@@darylfoster7944
Elon is living rent free in Ross' head. It's easy to jump on the bandwagon and bash Tesla when the stock is down. Watch him change his tune when Tesla starts climbing again.
the pot calling the kettle black LMFAO
Fantastic!
Tesla absolutely should have been focused on making more models and marketing.
And That's why you don't run a multi billion dollar kick ass group of companies... 🤷🏼♀️.
NO. you can saturated the market with a bunch of mediocre products. Notice Legacy US companies dont even make a sedan anymore much less a small car.
@@rogerstarkey5390 So you think Tesla has no flaws and does everything right? Your pretty gullible.
The Chinese are realizing BYD does not make such good cars and the rest of the world will soon find out.
BYD 13% growth vs Q1 2023.
0% Interest Rates, much better than Price Cuts
I think that BYD is overrated. Their figures are including all the cars they have sold to dealers... Because here in Austria they have dealers. Nobody knows how much of their cars are sitting in dealership.
No.
They're not "overrated".
They WERE used to paint a false picture by those trying to knock Tesla down.
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Nobody points out the irony of "Western" (primarily US!) media openly using a *Chinese* company to knock down a *US* company down, during a political climate which is otherwise skewed to "China BAD!"?
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THAT should be telling us something is "off"?
Love Elon's response. What's missing is that unit growth doesn't=responsible financial growth. Growth for growths sake doesn't sound fiscally sound. From what I've heard, Tesla didn't slow production with the logistics issues, and that inventory level will probably drop plus people waiting on Highland. If they drove one like i did, they would definitely wait.
Tesla Osborned itself. Give them a participation award?
@ricinro true. They cohort help it either. Probably would've been a massive headache to have it world debut and start production. I drove the base, and the quality, esthetics, and value proposition is amazing.
People are packages, and you really can't have some of the things without also having the other things. In the case of Elon Musk, a more traditional conservative CEO would make less headlines, but look across the board, and nobody has a better track record than Elon. He is the Michael Jordan of CEO's and it isn't even close. Every other EV startup had more funding than Tesla did because of Tesla's success, and none of them besides MAYBE BYD can make an EV without losing money. Blue Origin has not been to orbit yet, despite having Jeff Bezos as the founder, and even being founded before SpaceX, so in 20 years they have done less than what Starship has done just in this year. You can even compare legacy companies like Boeing and ULA with Starliner and Dragon, and its irrefutable the value that Elon brings to every company, and its not even close.
The whole narrative around people calling Elon an idiot because they clearly know best is like watching people waiting in line at KFC for a bucket of chicken talk about how they could do gymnastics better than Simone Biles. The only difference is that with sports, any moron can see with their own eyes the performance of the GOATs, and with intellectual pursuits, stupid people fool themselves into thinking that the position is easy, the decisions obvious, and the problems trivial.
This is why so many people WANT to believe the nonsense about Emerald Mines, and Elon having unlimited funding from his parents, because they need an excuse for how Elon is incompetent, and why they are not worth 200B in his stead, because its obviously so easy when you have imaginary emerald money to buy talent. Something which apparently none of the other rich people on the planet have, even if this wasn't the most ridiculously stupid and misinformed piece of garbage to ever come from the media. I get that Errol Musk is the source of that rumor, but "trust me bro" is not journalism.
I can buy a gold mine in California right now. That doesn't mean I will have any money because I have unlimited gold even if Errol DID have the emerald mine, that isn't even sufficient evidence to show that this is relevant at all in Elon's life. The only proof I have ever found is that MAYBE Errol invested $30k in Tesla in the early days, but $30k is a hilariously small amount in the grand scheme of things. $30k isn't enough to open a McDonalds, let alone be what moved the needle for Tesla, and I cannot even confirm that this happened, the only source on that is Ashlee Vance's book, but the accuracy of the details on this book I have found to be very questionable at times.
Today, FSD tried very hard to enter a construction project where the road was totally dug up and impassable and full of equipment. FSD is very confident... even when it is dead wrong.
Gerber the 🤡🎪
Poor RG
I hope he have a friend that can help him. He needs it desperately
Watch Gerber-baby (and all who adore him) cry now...
The CNBC likes him, though. That tells us he's not a Tesla bull, as he were once called, or called himself. Now he's just another annoying a Tesla bear!
No one who talks too much about quarterly car production and sales can be a Tesla bull.
You need to look into things Tesla Itself focus on to qualify for that.
Who gives a fuck about sales,the topic is getting exceedingly boring. T is about FSD, autonomy, bots and energy. When people are soon deciding hey I do not need a car when I can just hail a driverless Tesla. Not too far in the future then it will be seen as a bit silly how people clung to the old 20thC concept of sales data instead of looking ahead a bit.
Because robo taxi is far away, on the robot front there are many companies far ahead of Tesla and for the energy division Tesla is the middle men.
that is not uncharacteristic of idiots!
most have no idea they are idiots!
Dunning Kruger
I gave Electrek way more chances than they deserve and finally unsubscribed. Fred Lambert is toxic and runs the rag like a dictator. The one unbiased (and most intelligent) journalist there was MikeyG. Needless to say, he's gone after making a couple vague references to Fred's bias.
Tesla lost all credibility when announcing price hikes while inventories was piling up and sales was declining. Now we can see just how much sales declined and inventories grew even considering slow Model 3 ramp up and arson shut down in Berlin. It will end a big crash if they don't get it sorted.
You have zero clue.
Leave it to the smart people with the data.
@@rogerstarkey5390 Don't kill the messenger. People are not stupid, they smell bluff from a long distance.
Do u think u should announce price cut when cost and quality of goods increase. Thats is a small amount price increase for a large product.. we are not comparing with a vacuum cleaner size..
@@Dpoo2723 If true (which I believes it is not) that's even worse, because it means Tesla is not selling and also not earning at these levels, they now have to face the consequences of the race to the bottom which they themselves initiated.
Not selling and not earning? did u see tesla sales and earning.. (ok keep ur believe to urself).. because you’ll never bother to find out..
👏👍😂😂👍👏
Mercedes in Europe just achieved Government approved level 3 FSD while Tesla still can't advance from level 2.
The Tesla Forward PE is 55 which is crazy ridiculously high.
This stock is way overpriced still.
I think $ 120 this year and $ 100 next year.
Mercedes was just "handed" level 3 while regulators add obscure rules and limitations to exclude"others"
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What they haven't realised is that "others" are essentially using Mercedes to "plough the road".
It will soon become apparent there's a system that's better than Mercedes in all respects, on all roads in all circumstances (Over 60kph, with no car to follow, when it's raining, etc, etc, etc)
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Then regulators have a dilemma.
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As for the stock. Watch the *company* performance, then see if you can still justify your guess in a year.
L2 vs L3 is meaningless. There's still a human driver. Talk to me when Mercedes has L5.
Autonomous is already approved in about 40 US states. When, in their own good time, Tesla is confident that collision avoidance is far better than human drivers they will switch on FSD UNSUPERVISED and the world will change. Lives saved statistics will mean all other countries will follow suit.
It’s about time Elon Musk called out Ross Gerber. Gerber has been trying to make it all about him for way too long, and he just needs to go away. He should sell all of his TSLA shares and put his money elsewhere. Meanwhile, those who appreciate what Elon Musk is doing for the world can keep buying shares of TSLA hand over fist.
Maybe TSLA will become a PERMANENT Buying opportunity??
And you would have a PERMANENT Loss ??
Do more research on Tesla then you will know otherwise.
They should fire anyone twitting on the job, ...Musk first
Ross Gerber is a clown. Thinks he needs to shit talk Elon to be relevant. You maintain a quality channel and only devalue your content by mentioning a nobody like Ross.
Don't do drugs.
The observed differences in both structural and functional neuroanatomy between ketamine users and controls may explain some of its long-term cognitive and psychiatric side effects, such as memory impairment and executive functioning. Given the effect that long-term ketamine exposure may yield, an effort should be made to curb its abuse.
remember Ross and Gary were the main supporters of Tesla from the beginning. They become a critic only after Elon bought X and his dabbling in politics. politics is a double edge sword and it created a lot of opponents to Elon now. i am a bull and was willing to wait but dont expect everyone. As long as Elon is give political opinions he is going to build his opposition. Remember what happened to Murdoch.
It's nothing to do with "Elons' politics"
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It's very "influential" people seeing a threat to their system.
They will bring their "Influence" to bear to fool the gullible.
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(Yes, that's what I meant)
Agree, Business 101- It’s ok to express concern, voice opinions BUT, Don’t piss any one off religiously, politically, etc. if you want to sell stuff to as many people as possible. Uggh!
@@objectivetruth2286 yeah, that explains why the model Y is the best selling car in the world.
It's only political because one side of the aisle doesn't believe in free speech
So much hate from elon and the fanboys. Dang you guys need to get outside and make some friends. Life is waiting. Blindly Spreading elons hate isnt going to be something you look back on with pride in your older years.
All Tesla and Elon gets is hate from the media, oil companies, politicians, ICE car lovers, you name it they all want him to fail. they all make profits on mediocre products that require service revenue to be profitable. Lets look at the big picture. Tesla wasnt even invited to the EV summit that Biden had a couple years ago. Hypocrisy much? It pathetic tow watch so many Americans bash an amercian company. Many legacy US brands are over 50% made outside the US
@objectivetruth2286
Elon MUST have something up his sleeve. He had to know that 4 models that are similar looking and with similar performance could not sustain continued growth and excitement for much more than 3 or 4 years. I’m hoping that Tesla is prepping for 2 or 3 new and exciting new cars and trucks with next level battery tech that will start a new era of growth. I’m cautiously optimistic, though, since they rely on CATL so much.
You should REALLY look closely at just about every other car manufacturer, or group(!) On the planet.
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"Models that look similar with the same performance"?
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You at joking?
"VW *GROUP* "?
VW
Audi
Skoda
Seat
ALL the same platforms
ALL different lipstick on the same pigs.
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Are you that easily fooled?
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And for batteries
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*EVERYONE* relies on CATL.
BUT
The FACT is Tesla "relies" on them less than others.
Tesla *IS* (despite the cries from the Muppet gallery) making In house cells.
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They DO use multiple suppliers (smart move!)
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They ALSO command better deals due to their size..
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I think you're going to find that the Tesla progress with 4680 also showed others (Panasonic, LG, Samsung , EVE, etc) the way to overcome issues those companies had not previously solved.
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Perspective change required.
Similar performance is a good thing. Should they make a car with worse performance, just to differentiate it from the other models? As for similar looks, a Camry looks like a Corolla. They just released an exciting truck three months ago. Battery technology will gradually improve over many years, but expecting some breakthrough technology is foolish.