DeepTech315: We, Robot / Google Breakup / Intelligent Alpha

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  • Опубликовано: 17 ноя 2024

Комментарии • 95

  • @tipoomaster
    @tipoomaster Месяц назад +6

    Is it alarming that the guy who wants to manage our money thought the clearly telepresence voices in Optimus were AI? Like if that had been real that would have blown away every AI voice demo to date lol. They were just human interactions put through a voice filter and the devices were tele operated, that was even confirmed if you asked anyone.

  • @MoneySavingVideos
    @MoneySavingVideos Месяц назад +1

    Maybe the robotaxi IS the low end Tesla. It can also be a commuter car if the full self driving becomes robust. And in the long scheme of things, did it really matter that the Model T was released in 1908 and not 1905. Would that have prevented someone buying Ford stock.

  • @LeFilAPlomb
    @LeFilAPlomb Месяц назад +6

    If TESLA is not a Tech company, what companies are ?

  • @jimpurewal2661
    @jimpurewal2661 Месяц назад +9

    The lower cost model has nothing to do with the Robotaxi event. Not sure why anyone was expecting it. They will come out with it in early 2025. Nothing changed that. Stock will recover. Also the CEO of Stellantis attended the event?

    • @theoaklandpanda9129
      @theoaklandpanda9129 Месяц назад +1

      2025 lol. Have you not seen Elon promising FSD for over nearly a decade. Waymo and Cruise are far ahead of Tesla and frankly trusted more by the general public.

    • @jimpurewal2661
      @jimpurewal2661 Месяц назад

      @@theoaklandpanda9129 Wrong. Waymo is not scalable and you know little about Tesla FSD. Cruise? LOL.

    • @yad2917
      @yad2917 Месяц назад +1

      I agree. The lower model isn’t relevant here. With EV demand softening, Tesla’s future will depend on the RoboTaxi, not humanoid robots or cheaper EVs. Those are just cheap distractions. If Tesla can’t make the RoboTaxi work, they’re in doomed. Unfortunately, they’re not leading in self-driving technology. Just look at what companies like Waymo and Mobileye are doing. This event shows that clearly.

    • @yad2917
      @yad2917 Месяц назад

      ​@@theoaklandpanda9129I agree with your statement. Right now, it’s clear that Tesla is not leading in self-driving vehicles. Waymo is miles ahead, and I agree Cruise is too. I actually can think of 3 or 4 other companies that are ahead of Tesla. IMO, investment decisions shouldn’t be based on emotions or dreams; they should rely on data. @Jimpurewal2661 seems like he's emotionally invested here. You can't debate him (and people like him) using logic. It's probably best to just wish him luck and move on.

    • @jimpurewal2661
      @jimpurewal2661 Месяц назад

      @@yad2917 Wrong. You don’t really know Tesla in detail. Robots are the multi trillion opportunity. BTW Tesla is leading autonomous driving as per Jenson Huang and Elon. Waymo is not cost effective, is geofenced and not scalable. Waymo also has remote operators. Tesla is not doomed BTW as they are still EV leader, have an energy business growing rapidly, Tesla semi truck is a massive revenue stream next year and you have FSD and engineering licensing etc etc.

  • @bikesqump
    @bikesqump Месяц назад

    robovan is likely for the public transport tunnels, like in chicago etc.

  • @susansherrard1859
    @susansherrard1859 Месяц назад +3

    Elon already builds more robots than any other company….and is using them in his TSLA plants…🤗

    • @sophiegrisom
      @sophiegrisom Месяц назад

      Referring to the Kuka industrial robots from Japan? Better termed "programmable positioner".

  • @williamwoo866
    @williamwoo866 Месяц назад

    Tesla is building the future that people in the world needs. It will take time for people that don't realize it but life will be easier and less expensive with the invention of Tesla. If you don't innovate then you are not going forward to a better life not only for people but for the earth survival

  • @deani2431
    @deani2431 Месяц назад +2

    Elon is not the guy to pump up the masses.

  • @thundastrike3210
    @thundastrike3210 Месяц назад +1

    Dan Ives also completely missing that robo taci is launching next yearbwith 3/y

  • @chrislivingston2356
    @chrislivingston2356 Месяц назад +4

    For those of you that missed the most important part, people rode in a car a driven by software operating at level 4 autonomy. It has not been certified level 4. That will take 4-6 months once it is submitted. For anyone that says they can never get to that point, you saw them do it.

    • @zbenne05
      @zbenne05 Месяц назад +3

      Sure, around a staged theme park with zero traffic😂
      Only a true Elon nut hugger would claim that's L4 in the real world

    • @sophiegrisom
      @sophiegrisom Месяц назад

      @@zbenne05 Seen them for years driving around San Francisco and Las Vegas, but not Tesla.

  • @dhui777
    @dhui777 Месяц назад

    Tesla needs an App Store for car softwares to bring in more revenue. That’s the only way for Tesla stock to grow in value in a meaningful way.

  • @rickvalmer9306
    @rickvalmer9306 Месяц назад

    Everybody talks about Testa autonomous car, but just a few talk about Waymo.

  • @LarryH49
    @LarryH49 Месяц назад

    The low cost car should be built in Mexico. It will take a while to build the plant with concomitant suppliers nearby. They need the government to exempt them from any future tariffs on Mexican built cars.

  • @tnelly6588
    @tnelly6588 Месяц назад

    Why would Elon say 50% sales growth next year (2.7M deliveries in 2025)?

    • @keziasarah
      @keziasarah Месяц назад

      Because he's a liar

    • @keziasarah
      @keziasarah Месяц назад +1

      He also said 4.5T by 2025 - So full of crxp

    • @raymondschembri5042
      @raymondschembri5042 Месяц назад

      @@keziasarahDid you miss the boat? I’m great full if it goes to 1.5 T😊

  • @w3072
    @w3072 Месяц назад

    was the van built for the boring company

  • @Jasedabass
    @Jasedabass Месяц назад

    Hahaha your sense is Old m8. Van is awesome. I'm going to live in 1 possibly 2 if it follows me 😂

  • @grahamoldfield3871
    @grahamoldfield3871 Месяц назад +1

    The Robovan has a big marketplace around the world , think of it replacing Big buses. The cost of running a 44 seater bus is huge , these 22 seater mini buses will be so cheap to run that we will see a much bigger bus services around cities . Everyone is forgetting Tesla Mega packs and the power business that is growing fast and is highly profitable .

  • @damienwade7848
    @damienwade7848 Месяц назад

    The thing that drives me crazy is when I hear capitalist people talking about UBI and abundance. AI and robots are meant to do the jobs that humans don't want to do, but nobody ever says what jobs humans don't want to do, because if somebody's willing to pay for it, somebody's willing to make that money for it.

  • @AIVision_Era
    @AIVision_Era Месяц назад +1

    Robotaxi is going to be haunches in 2025 via model 3 and Y.okay , keep talking apple, old stuff

    • @theoaklandpanda9129
      @theoaklandpanda9129 Месяц назад

      Elon has promised FSD for nearly a decade. It has yet to happen and Waymo/Cruise far ahead. He promised the roadster years ago. To believe Robotaxi is launching in 2025 (early than he even stated) is insane.

  • @usuario8245
    @usuario8245 Месяц назад +1

    "Hard (on tech) than any other automotive"? Gene you forget about Hyundai Motors (aka. the owner of Boston Dynamics)

  • @patronspatron7681
    @patronspatron7681 Месяц назад +2

    Tesla's We Robot event was all theatre. There will not be any discernable cash flow from any of these products for 3 years at best. The waters look choppy for Tesla investors in the short to medium term.

    • @theoaklandpanda9129
      @theoaklandpanda9129 Месяц назад +1

      Elon has a pattern, he's been promising FSD for nearly a decade. Waymo and Cruise are better setup for owning future. Robot's were controlled remotely. How anyone takes Elon seriously is bananas. He has a cult following and survives off gov't subsidies to his companies.

  • @X5493-c7p
    @X5493-c7p Месяц назад +5

    This event was never going to be about a cheaper Tesla vehicle it’s only you id10ts that thought that even though it was quite clear that this event was going to be solely about automation

  • @georgekhoury8881
    @georgekhoury8881 Месяц назад

    Waymo is up to 100K payed rides per week, and tesla is still talking about Robotaxi in 2026! Tesla had. a great lead with FSD, but is late to the self driving business. Why not accept that they are failing to execute.

  • @ivaluska
    @ivaluska Месяц назад +1

    Elon takes his timing lessons from CERN, where fusion is always 5 years away

  • @hkraft4830
    @hkraft4830 Месяц назад

    You're horrendeously wrong on borh

  • @SquishyCheddar
    @SquishyCheddar Месяц назад

    Based on this “analysis” time to rename channel to ShallowWater.

  • @sophiegrisom
    @sophiegrisom Месяц назад

    Sure the robot voice response wasn't fielded by a remote actor? The "robot" which shook Elon's hand sure looked like a guy in a suit. Lucid has much better tech. Their motor is half the size yet more powerful.

  • @CathyMartin-en2tl
    @CathyMartin-en2tl Месяц назад +1

    Sell me your stock!

  • @larsnystrom6698
    @larsnystrom6698 Месяц назад +1

    Why is it so hard to understand that Tesla wasn't going to say anything about a new cheaper car at an event about robots?
    That's not the right forum for talking about that, even disregarding the Osborn effect.

    • @richardwolf6269
      @richardwolf6269 Месяц назад +1

      It isn’t hard to understand since they don’t have one in the pipeline bro!🙄

  • @harrychu650
    @harrychu650 Месяц назад

    Low cost model segment is nonsensical. The analyst community continue to push this narrative that will not move the ball forward. The US market already has the Chevy Bolt in this segment. Has this elevated GMC in the EV market?
    If you are an investor who is "investing" b/c of a Tesla Compact, sell now and buy something else.

  • @johnstefanowicz6595
    @johnstefanowicz6595 Месяц назад

    Exellent

  • @lourdessilva6442
    @lourdessilva6442 Месяц назад

    Show es nossa marca favorita como seus produtos são verdadeiros sonhos de consumo já

  • @gustavofring-thechickenman
    @gustavofring-thechickenman Месяц назад

    lol Tesla analysis on this channel is so silly …. Come on man

  • @StefanNorberg
    @StefanNorberg Месяц назад

    Optimus is as good (or marginally better) than this prototype from 2018: ruclips.net/video/KpqrNpVRuG4/видео.html

  • @Goldsteinphoto
    @Goldsteinphoto Месяц назад

    I think the rise in low priced Chinese EVs made Tesla shelve their plans for a $25-$30K car.
    Now their fiture is dependent on robotaxi as a service, energy, and robots. Energy profits are growing but it will be some time before robotaxis and robots are profitable.

  • @VotecEV2
    @VotecEV2 Месяц назад

    Tesla is Done. How many Tesla's do you think attend Trump Rallies ?? Elon left his customer base

  • @richardwolf6269
    @richardwolf6269 Месяц назад

    Elon stammering through the presentation was cringe worthy.
    What’s this BS about reducing traffic with 2 seater cars?🙄
    FSD demo in a controlled environment. His promises from the constant delays are getting tiring.
    Then this whole shepherd and flock story almost made me puke!
    Then this life of abundance due to robots?????? Perhaps, but only for him and a select few unless he wants to give buckets full of money to the unemployed?🙄
    You Tesla stock pumpers and bag holders are a curious lot!

    • @paulmcgreevy3011
      @paulmcgreevy3011 Месяц назад

      Crying on the sidelines won’t help. You need to get your feet wet.

  • @frodekleppe3884
    @frodekleppe3884 Месяц назад +1

    Tesla is an AI company. and the robovan combined with the boring company will outperform buses.

    • @richardwolf6269
      @richardwolf6269 Месяц назад +1

      The boring company has what a few miles of operating tunnels using slow moving cars that are not autonomous. If the can’t do it in a tunnel good luck with the real world!

  • @garyscott9261
    @garyscott9261 Месяц назад +10

    Couldn’t disagree with you more Gene, re: the debate on whether Tesla is a tech company. They are an automotive company until they prove otherwise. Repeating a few ideas that’s been around for decades and creating your own prototype doesn’t make them a tech company. I’m surprised that you are so easily convinced without much evidence. Elon has been making promises for close to a decade now and most of his promises have not come to fruition.

    • @nickynick1014
      @nickynick1014 Месяц назад +8

      Gary you’ll recognize they’re a tech company when you buy almost any other brand and find yourself at the dealership to get a software update

    • @tasd5673
      @tasd5673 Месяц назад +7

      And Amazon was just a bookstore
      Google was just a search engine!
      Apple just a computer company

    • @garyscott9261
      @garyscott9261 Месяц назад +4

      @@nickynick1014 let’s agree to disagree. I’ll recognize they’re a tech company when they realize revenue from said technology. I will gladly recognize them as a tech company at that time.

    • @Jasonfallen71
      @Jasonfallen71 Месяц назад

      Never promised anything. Just hoped for very good results. He said so too.
      People who say “Elon promised” are always lying plus we know they never even listened in the first place.
      Maybe you were just lied to and you bought it but that doesn’t really matter.
      The lack of factual understanding on the part of the “but he PROMISED” people is the real travesty.
      Tesla’s are still the only software defined vehicles that are made in mass quantities, that make lots of money and use AI tech in the real world more than any other company on earth.
      That’s been going in for 8-9 years(!) now and no one else has anything comparable.

    • @Jasonfallen71
      @Jasonfallen71 Месяц назад +3

      @@garyscott9261all that FSD revenue could drown you so what else are you waiting for? Always moving the goal posts and completely misunderstanding what “tech” means. A software defined vehicle IS PURE TECH in the way a Bolt is just a car with some EV equipment.
      When another car company makes tons of $$$ selling FSD tech then we can say Tesla is just a car company. Until then they are a tech company that dominates the auto industry with a tech laden vehicle the likes of which no one else can understand let alone produce.

  • @theoaklandpanda9129
    @theoaklandpanda9129 Месяц назад +5

    Folks this was all vaporware. So few details by Elon. We have seen this game from him before. He's past his prime. Tesla needs new leadership. Robotaxi - just 2 seater?? lol

    • @kellyjohnson4578
      @kellyjohnson4578 Месяц назад

      The largest hurdle is full self driving. Teslas vehicles are great and have come a long way just in the past year.
      It’s a slow rollout in just Texas and California and Once “full” self driving is achieved I believe the realization of robotaxis will be rapid

    • @TheMagicJIZZ
      @TheMagicJIZZ Месяц назад

      Every Tesla is a robotaxi
      It you four seats get a model 3

    • @theoaklandpanda9129
      @theoaklandpanda9129 Месяц назад

      @@TheMagicJIZZ lol. this is all so silly. To think there will be mass adoption of robotaxis from Tesla when Cruise and Waymo are years ahead of them is wishful thinking my friend. Elon is not a GOD, I am sorry to inform you of that.

    • @cat-q9v
      @cat-q9v Месяц назад

      what have you designed lately??

    • @chrislivingston2356
      @chrislivingston2356 Месяц назад

      ROFL. It picked up passengers, drove them around, and dropped them off safely in an urban environment. Vaporware? Ridiculous.