Massive Tesla Investor Blackrock On Tesla’s Future w/ Jeff Lutz

Поделиться
HTML-код
  • Опубликовано: 15 апр 2024
  • Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.
    Follow Jeff Lutz on X: @theJeffLutz
    My website: www.TeslaInvestor.com
    Get Free TESLA Milestone Tables
    Check out 15+ modules of resources for the $TSLA Investor
    Join this channel or Patreon to get access to perks:
    Get free access to 15+ modules of TSLA investor resources
    Become a Member: / @brighterwithherbert
    Become a Patreon: / brighterwithherbert
    Use my referral link to buy a Tesla product:
    ts.la/herbert23392
    ❤️ Thank you to everyone who supports me and this channel! I really do appreciate your likes, subscribes and comments.
    Let's get brighter!
    Website: www.herbertong.com
    X: @herbertong
    Disclaimer: All content on this channel should not be construed as professional financial advice or recommendation to buy or sell any securities.
    Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
    #Tesla #TSLA #stock #ElonMusk #investing #teslabot #technology #ai #TeslaNews #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD
  • НаукаНаука

Комментарии • 208

  • @BrighterwithHerbert
    @BrighterwithHerbert  28 дней назад +4

    I hope this video helped you get brighter about Tesla!
    My website: www.TeslaInvestor.com
    See the MOST comprehensive resource for the $TSLA Investor
    Get FREE TESLA Milestone Tables
    Join this channel or my Patreon to get access to perks and free access to 15+ modules of TSLA investor resources
    Join this channel: ruclips.net/channel/UC4DBLlq1x0AKmip1QJUcbXgjoin
    Join my Patreon: www.patreon.com/brighterwithherbert
    Use my referral link to buy a Tesla product: ts.la/herbert23392
    Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments.
    Let's get brighter!
    Herbert

  • @velayuthman
    @velayuthman 28 дней назад +186

    Tesla stock swings too much to calmly accumulate and hold, After buying $TSLA shares for just over 10 years, i'm struggling to make gains presently. How do i adjust or revamp my $2M portfolio? Should i consider some defensive investments?

    • @Curbalnk
      @Curbalnk 28 дней назад +2

      Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.

    • @kashkat987
      @kashkat987 28 дней назад +1

      Just buy Gold and protect your assets, the stock market is a rollercoaster.

    • @greekbarrios
      @greekbarrios 28 дней назад

      The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. I am up by 58% in 6 years under guidance.

    • @Shultz4334
      @Shultz4334 28 дней назад

      I fired mine 13yrs ago. now I am beginning to see the benefits, how do I get one? Considering your point I won’t want to get into a bubble. Can you recommend any?

    • @greekbarrios
      @greekbarrios 28 дней назад

      "Jennifer Leigh Hickman" is who i work with and she is a hot topic even among financial elitist in Texas. Just browse, you’d find her, thank me later.

  • @SpeakerKevin
    @SpeakerKevin 28 дней назад +9

    Yes, I enjoy when you have Jeff Lutz on your program.

  • @melissamarlatt9452
    @melissamarlatt9452 28 дней назад +14

    Can’t thank you enough for these kinds of videos !!! Without guys like you we’d have no idea what’s really going on. I added 35 shares today. Up to almost 700 shares.

    • @taijistar9052
      @taijistar9052 27 дней назад

      Very clear to me, the $99 monthly price is only for now. It will increase as soon as FSD improves

  • @flyshacker
    @flyshacker 28 дней назад +21

    Jeff Lutz and Larry Goldberg are your two guests that hold me spellbound. Great job with your channel, Herbert!

    • @Mark-jb9hx
      @Mark-jb9hx 28 дней назад +1

      Lutz is just another MUSKRAT. Zero sense.

  • @OliverHawas
    @OliverHawas 27 дней назад +80

    BTC can disregard techincals when in a bull, did that in 2020 when it crossed previous ATH... stayed there a few weeks and continued pumping like crazy to 60k. Also, there is one constant... when around 90 on monthly RSI, the end is near. And don't expect crazy price targets of 500k... expect around 100k at most and be happy if there's more after that. If you believe big boys and CEO's of big invesment firms saying targets like 1M this cycle.. you deserve to be their exit liquidity..It's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 27Bitcoin... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @Myshuw
      @Myshuw 27 дней назад

      She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing....

    • @LegacyShop-zn3jp
      @LegacyShop-zn3jp 27 дней назад

      The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.

    • @nodisia
      @nodisia 27 дней назад

      Francine is a trader with a different approach entirely, I can't figure out how she does it, her strategies work the magic

    • @RaviGhormare-yo9id
      @RaviGhormare-yo9id 27 дней назад

      Everyone needs more than a Basic Income to be Financially Secured in this present time that there's an Economic Decline.

    • @Jmans2003
      @Jmans2003 27 дней назад

      Francine Duguay program is widely available online..

  • @fiddlerJohn
    @fiddlerJohn 28 дней назад +2

    Great info. Love Jeff Lutz. Thanks

  • @jaycasbon6703
    @jaycasbon6703 28 дней назад +6

    Outstanding show today - thanks for keeping us informed of the latest Tesla FSD/Robotaxi developments - exciting and important!

  • @newworld6474
    @newworld6474 28 дней назад +4

    The robotaxi, model 2 car production, FSD, charging network, energy storage, insurance, battery production, dojo, solar roofs, giga factories, advertising and Grok integration etc are all flexible and can be adjusted as needed ... to protect the mission of saving lives/ the planet through electrification (less fossil fuels ... ) and baby AI safer driving ... also Optimus will help make safer factories, space work and homes ... and so the list goes on ... so again we can support the cause to making the world a better place ... and at the same time can have fun as investors to make a bit of money on these worthy projects too ...

  • @appl314
    @appl314 28 дней назад +2

    Thanks for this video....definitely appreciate it.

  • @tonylopez6989
    @tonylopez6989 28 дней назад +1

    Thank you for all your content!

  • @rhiantaylor3446
    @rhiantaylor3446 28 дней назад +3

    I have always had a bit of a problem with buying into a system where the rules can change after purchase viz. I can access the Supercharger network today but not if Tesla decide my car has been in an accident or I can spend $12k to help them develop FSD but I can't be sure that bought service will remain mine if I change the car.... I think the rental model is far cleaner.

  • @ExecutiveZombie
    @ExecutiveZombie 28 дней назад +3

    I’m geeking out!!!!

  • @b4804514
    @b4804514 28 дней назад +2

    FSD is a once in a lifetime massive change in reality. AI will change so many ways we live

  • @edwardriffle29
    @edwardriffle29 28 дней назад +1

    Good comments Jeff

  • @michaelmiller568
    @michaelmiller568 28 дней назад

    Grateful for all the work that you guys do for the investor community!

  • @BillB33525
    @BillB33525 28 дней назад +5

    How about a car that would never be involved in a rear-end collision, running a stop sign or red light etc. If all cars had FSD supervised many accidents would be eliminated. Think of the reduced insurance costs.

  • @craigruchman7007
    @craigruchman7007 28 дней назад +10

    It is encouraging that Blackrock takes TSLA seriously

    • @MarkXHolland
      @MarkXHolland 28 дней назад

      You'd think so as they're holding 6% of the entire company.

    • @johngagnet1287
      @johngagnet1287 26 дней назад

      So will they vote to give Elon his pay pack?

  • @MukeshPatel-tw5ge
    @MukeshPatel-tw5ge 28 дней назад +1

    @BrighterwithHerbert I regularly watch your channel. You have great content for Tesla community. I just want to give you one feedback. You need to change either setting or your mic, whenever you speak there is too much Bass in sound and when other person is speaking you can immediately feel difference. Please watch your videos and check. Thanks.

  • @user-fu2qx4lp4x
    @user-fu2qx4lp4x 28 дней назад +4

    We love Jeff Lutz too ! 👍❤and Larry Goldberg We love Brighter with Herbert 🙏❤

  • @magic_fruit_bat5003
    @magic_fruit_bat5003 28 дней назад +6

    Everyone is waiting for the stock price to drop below $100 after the q1 earnings

    • @737smartin
      @737smartin 28 дней назад

      I kind of am. I'll probably buy some if it hits $150 this week, but I believe an 'ill-recieved' report is likely, and that would make $100 TSLA a possibility for the next few months.

  • @macaulay425
    @macaulay425 28 дней назад +8

    Jeff is awesome

  • @thomasmartin5570
    @thomasmartin5570 28 дней назад +1

    What's happening to cybertruck production?

  • @ExecutiveZombie
    @ExecutiveZombie 28 дней назад +1

    Yay!!!

  • @coreexterme3609
    @coreexterme3609 28 дней назад

    Sold all my tesla last night . Will re buy during or after Q2 as sales are looking disappointing. Long term amazing.

  • @user-py7or7zi5k
    @user-py7or7zi5k 28 дней назад +2

    They need to start with their own vehicles, whether it's existing inventory or a dedicated robotaxi. They have to be the first to gage the demand and make sure they don't give away business to third parties before making full use of their own supply.

  • @perrymossino9231
    @perrymossino9231 28 дней назад +1

    Don't hear a lot about Dojo lately. I always thought Dojo was specific to training and Tesla silicon. I assumed their NVIDIA hardware was a separate platform that could use the same training data.

    • @user-hq8lb1yv9k
      @user-hq8lb1yv9k 28 дней назад

      Tesla is not talking about Dojo because of strategic reasons. They do not want that NVIDIA and the competitors know about the progress. They are a customer of NVIDIA, ao having an own super computer in the works strengthens their position in price negotiations.

  • @davidsmithey8914
    @davidsmithey8914 28 дней назад

    Agreed. The linear progression model using heuristic programming and CPUs no longer describes the momentum and acceleration of the model that is now end-to-end (neural networking) using GPUs. ESPECIALLY when optimized with InfiniiLnk and InfiniBand.
    Okay, now we can start talking about implementing Optimus, while (excuse me) providing the real product (Gigafactories) with free energy from Megapacks while implementing the unboxing method in a vertically tiered manufacturing environment.

    • @colinkeizer7353
      @colinkeizer7353 28 дней назад

      AND identify where the electricity GENERATION will happen. Will there be a LOT more solar at Tesla? Will it be Tesla Solar? Will there be wind turbines? Will there be deep, hot rock closed cycle geothermal? Will there be easy, inexpensive residential electricity generation? How much of all this will be Tesla products and services?

    • @davidsmithey8914
      @davidsmithey8914 28 дней назад

      @@colinkeizer7353 Because of its reliance on conduction, the concept of deep closed-loop geothermal is fatally flawed. It has no chance of ever being economically viable, the fundamental problem is that heat conduction does not move energy sufficiently rapidly into the well from the surrounding rock. The problem is that physics fundamentally puts a limit on the ability of the system to extract energy.
      Whereas solar capture and generation is efficient and cheap, yes when you are the manufacturer. So I am only addressing the needs for Tesla operations. Everything is a function of reducing COGS to remain competitive and achieve industry dominance.

  • @robb233
    @robb233 28 дней назад +5

    @7:25 Sorry, I don't understand the difference between $99 (responsible) and $199 (responsible) ? If the latter is non-supervised, how can you apply responsibility??

    • @darylfoster7944
      @darylfoster7944 28 дней назад +1

      Agreed. If it's L5, Tesla should accept 100% liability.

    • @Mark-jb9hx
      @Mark-jb9hx 28 дней назад +1

      Just Elmo throwing stuff at the wall to see what sticks.

  • @fargom54
    @fargom54 28 дней назад +2

    Herbert: I could read since I was 3. I'm 70 years old and can still read. Please stop reading to us. We can pause the video, if need be. Thank you

    • @singed8853
      @singed8853 28 дней назад +1

      Some people listen to these videos rather than watch them.

  • @geoffreyfrance9202
    @geoffreyfrance9202 28 дней назад

    I’d like to know your views on Nvidia full self driving. It looks like it could steal Teslas advantages

  • @lafayetteporter6044
    @lafayetteporter6044 28 дней назад

    Tesla is also developing wireless charging, which would go very well with Robo taxi.

  • @Martin-se3ij
    @Martin-se3ij 27 дней назад

    I still haven't seen one Tesla supercharger in New York City. Not saying they are not there but the general public's perception is that they are not. There are electric chargers inside a local garage but to charge you also have to pay for parking which can be an arm and a leg in the city.

  • @peterdenham9510
    @peterdenham9510 28 дней назад +4

    Great Channel , talking all the time about Tesla is interesting but in reality growing earnings is the most important rersult

  • @appl314
    @appl314 28 дней назад

    When I registered to buy a cybertruck, it came with a fixed price fsd. Is the fixed price on fsd still valid ?

    • @metatron3942
      @metatron3942 28 дней назад

      My guess is that's for full self-driving when it becomes available. It's not going to be $99 for full self driving. I'm guessing that's the middle tier between autopilot and full self driving

    • @appl314
      @appl314 28 дней назад

      @metatron3942 I'm thinking that way, too.

  • @colinkeizer7353
    @colinkeizer7353 28 дней назад +1

    What is the argument for Robotaxi vehicles being the first deployment of Robotaxi service? That vehicle with no steering wheel or pedals certainly limits random inputs, vandalism, deliberate accident fraud, etc. However, it also means we might not see Tesla use unsold inventory vehicles as high value Robotaxi experience, a strategy I like. Thoughts?

  • @jacdragan8918
    @jacdragan8918 28 дней назад +1

    And yet the stock price continues to go down!!!!!!!!!!!!!!!

  • @tomwooley743
    @tomwooley743 28 дней назад +1

    How does the robotaxi get recharged?

  • @user-py7or7zi5k
    @user-py7or7zi5k 28 дней назад +1

    It's not always smart but consumers care a lot about how much is coming out of their pocket today. When buying a car people want to know if they can cover the monthly payment. If the monthly payment is a robotaxi payment plan that's just a fraction of a car payment, many consumers may be willing to forego ownership, especially young people who have never owned a car.

  • @maybesomething555
    @maybesomething555 28 дней назад +1

    You say that there is nothling like Tesla FSD now but Waymo has robotaxis driving around LA. Could you comment on that?

    • @tamaslegner
      @tamaslegner 28 дней назад +5

      Waymo cars cost 250k and only work in a geofenced premapped area. Not scalable.

  • @jimpurewal2661
    @jimpurewal2661 28 дней назад +4

    Blackrock is not an investor. Blackrock buys because they are forced to buy via ETF index funds. You make it sound like they selected Tesla to invest in which is incorrect. Blackrock buys because they have to.

    • @tonymccreath4540
      @tonymccreath4540 28 дней назад +1

      You don't become the second biggest Tesla shareholder just by buying S&P 500 mix as a ETF.😂😂😂

    • @jimpurewal2661
      @jimpurewal2661 28 дней назад

      @@tonymccreath4540 What are you talking about. You know how many Blackrock ETFs have Tesla? VOO/VTI/VUG to name three. They have trillion+ dollars in the ETFs. You have zero idea what you are talking about.

    • @FXNorm
      @FXNorm 28 дней назад

      Tesla is the ONLY company that can make you a millionaire in the very near future.. Who cares about Black Rock, they're not needed, I'd love to see them sell at $80.. Smart money would have to buy billions of shares, and

    • @Unknown-gr4qg
      @Unknown-gr4qg 28 дней назад

      @@jimpurewal2661 you still dont become the second Tesla shareholder by buying ETFs.

    • @jimpurewal2661
      @jimpurewal2661 28 дней назад

      @@tonymccreath4540 I responded to you already which was deleted? Blackrock has multiple ETFs worth trillions which own a piece of Tesla. Blackrock did not go out and get a huge position in Tesla otherwise.

  • @edwardriffle29
    @edwardriffle29 28 дней назад

    Can they make it
    Voice activated FSD?

  • @billw.5964
    @billw.5964 28 дней назад +1

    I’d like to see the cost of FSD remain fairly cheap for private use and Tesla running the Robotaxi ride share business. Private individuals as well as Tesla owned Robotaxis will be registered on the Tesla ride share site that in the case of the private individual will cost a membership fee and/or a per ride “cut” for Tesla.

  • @Malcolm61
    @Malcolm61 28 дней назад

    Surely Robotaxi are going to need far more Superchargers in cities. I'm in London. Nearest Superchargers 8.3 miles away. 20 minutes each way at night. 35-40 minutes each way during the day.

  • @OO-uk3zt
    @OO-uk3zt 28 дней назад +3

    Thank you Jeff!

  • @timeglisky7573
    @timeglisky7573 27 дней назад

    There comes a timepoint the society will not accept deaths and injured from self-driving if a secure variant is available. At least on public roads.

  • @alanmcivor2916
    @alanmcivor2916 28 дней назад +12

    As a shareholder, I agreed with Dan Ives of Wedbush.
    Cancelling/delaying the '$25K' car is a disaster.

    • @737smartin
      @737smartin 28 дней назад +3

      As a fellow shareholder, I don’t agree. 🤷‍♂️

    • @ricknoe942
      @ricknoe942 28 дней назад +1

      Couldn't agree more. The $25k car is a sure thing, and is needed ASAP. The Robotaxi can come whenever it's completely perfected, which likely won't be soon.

    • @sender5804
      @sender5804 28 дней назад +3

      yes, this will bring the stock below $100

    • @lym3204
      @lym3204 28 дней назад

      Need to cancel that new multi-thruster Tesla Roadster instead and redirect that division to focus on a multi-thruster flying Optimus.

    • @MarkXHolland
      @MarkXHolland 28 дней назад +2

      You guys and Dan Ives know better than Elon how to run Tesla? I think not. 😂

  • @jed2049
    @jed2049 28 дней назад +4

    Dan Ives: CLUELESS.

    • @shepherdsknoll
      @shepherdsknoll 28 дней назад +1

      Dan Ives is one of the few analysts that get it. Jeff has some interesting ideas but putting emphasis on FSD is questionable. I would like to see FSD succeed, I have two M3s with FSD, but the path forward for Tesla profitability, is far from clear right now and Ives has a right to be concerned.

    • @johngagnet1287
      @johngagnet1287 26 дней назад

      Cautious not clueless

  • @MikeCasey311
    @MikeCasey311 28 дней назад +3

    I agree with Dan Ives.

  • @ExecutiveZombie
    @ExecutiveZombie 28 дней назад +6

    It’s LUTZ eye glasses for me…🤓🤗 Drip.

  • @eroskaw5423
    @eroskaw5423 28 дней назад

    they will tier it if its not any good. if its good, and they will not just sell it, i would wait till a competitor sell a good version. the nvda just makes things easier.

  • @jamesstavros3680
    @jamesstavros3680 28 дней назад +3

    They’ll come out selling the model 2 to regular customers first… It’ll take Robotaxi too long to get started and right now Tesla needs the money to keep the Gigi Factories ramping up. Along with energy and Robots….

    • @user-hq8lb1yv9k
      @user-hq8lb1yv9k 28 дней назад

      But then it would not make any sense to unveil the model 2 now, when production is still more than a year away. Unveiling robotaxi has if at all, little Osbourne effect on the current lineup.

  • @justindalzell
    @justindalzell 28 дней назад +4

    Tesla told us yesterday that they laid off a bunch of employees. What they didn’t tell us was that they were replaced with Optimus.

  • @itsnotujamesjones9244
    @itsnotujamesjones9244 28 дней назад

    Optimistic And yet the stock price continues to tumble. Q1 must be extremely bad.

  • @averymeizner5072
    @averymeizner5072 28 дней назад +1

    All of a sudden Dan Ives is smarter than Elon Musk? Dan Ives can't even match his shirt to his jacket.

  • @bingguo4297
    @bingguo4297 28 дней назад +1

    I think Tesla will start Robotaxi with hired hourly drivers while continue to improve FSD. Drivers will be phased out at some time when FSD is good enough.

  • @DavidSaintloth
    @DavidSaintloth 28 дней назад +1

    Your poll is wrong. It would be an extra burden to start the service with fleet vehicles when they can recruit over vehicles at little cost beyond developing the software needed to lease in & lease out owner vehicles to the robotaxi service.
    That can happen the same day the software is released, no delay or additional cost. Purpose built vehicles will require that cost of building each, maintenance of them in a fleet depot and depots that will cost money to procure/rent. Plus they have to cover insurance per vehicle instead of the owner.
    With the owner lease model robotaxi goes live instantly & Tesla becomes a driverless "Uber of robotaxi's" overnight just for the cost of making an app.
    Your audience is ignorant of these facts.

    • @user-hq8lb1yv9k
      @user-hq8lb1yv9k 28 дней назад

      Owning the vehicle is initially more expensive for Tesla, but would quickly amortize (roughly after one year). With 30 billion in the bank account, they could build one million without having any return on them, afterwards, it would be a cash cow. Makes economically a lot of sense.

  • @radiogaga123
    @radiogaga123 28 дней назад

    Their energy offerings will enable them to leverage Robo taxi in the cheapest possible way without any significant competition

  • @kiantan1072
    @kiantan1072 28 дней назад

    Fsd is not ready yet, almost drove into a drain while in fsd mode!

  • @thesolarfutureenthusiast1102
    @thesolarfutureenthusiast1102 28 дней назад +1

    Elon has said Tesla are no longer compute constrained.
    Ergo they are input data constrained.
    Hence the reduction in FSD price and the free trials.

  • @donaldhenderson1870
    @donaldhenderson1870 28 дней назад

    The insurance part makes a lot of sense and lets you see inside of Elon's mind. His play for insurance confused many but now it seems to be coming into focus.

  • @eugeniustheodidactus8890
    @eugeniustheodidactus8890 28 дней назад +1

    Things are getting weird !!!

  • @tamaslegner
    @tamaslegner 28 дней назад +3

    I agree with Dan Ives on that. I would never buy a robotaxi but would buy a 25k tesla in a minute. Also, Atlantic Canada still does not have a developed charger network...

  • @user-hq8lb1yv9k
    @user-hq8lb1yv9k 28 дней назад

    In my opinion the only way, another company could catch up to Teslas FSD, is, if a major breakthrough in ai happens which enables that you can train an ai with only very few samples, so with much less data and a human like IQ that can solve edge cases without being trained on them specifically.

  • @Derpy1969
    @Derpy1969 28 дней назад +2

    Talk about the 10% layoffs

    • @jhunt5578
      @jhunt5578 28 дней назад +1

      They did in the last video

    • @jb8275
      @jb8275 28 дней назад

      This must be an old recording ??

    • @ssing7113
      @ssing7113 28 дней назад +2

      Ok. They trimmed the fat. Saved costs. Cracking the whip. Restructure time. Shake and scare the lazy and whiners.

  • @kentkjrgaardjensen4304
    @kentkjrgaardjensen4304 27 дней назад

    That's stupid. Should be only one FSD sub. It shouldn't be that complicated

  • @jessesmith5672
    @jessesmith5672 28 дней назад +2

    love hearing what Jeff has to say, he’s seems like such a good dude and very thoughtful

  • @xh3598
    @xh3598 28 дней назад

    Tesla has just invited the UAW to Texas following massive layoffs. This marks Tesla's biggest blunder in its history, as they failed to establish their own workers' union that would benefit the company. Now, all Tesla workers may have second thoughts about voting for the UAW. The primary reason for bringing in the UAW is that when a worker is laid off, they have priority for recall before a new worker can be hired. I have been preaching that sooner or later the UNION will be voted in.

  • @nattydred2593
    @nattydred2593 28 дней назад

    Does it worry anyone that Tesla/Elon announced they were no longer computer constrained earlier than expected?
    Does that suggest that they found some optimizations that allowed them to do more with less compute, and therefore their moat was shrinking, to the point where Nvidia could compete?
    And that this is driving Elon's war footing changes?

  • @Rafael555888
    @Rafael555888 28 дней назад

    Can someone explain me one thing? If Tesla trains their FSD on data collected from tesla drivers, the model will drive like an average Tesla driver, correct? But wasn't Elon saying that in order to be widely accepted FSD has to be much better driver than the human driver?

    • @GF-dm3vb
      @GF-dm3vb 28 дней назад +1

      They do not use all the data. Only safe driving is used for training.

  • @U2B_Viewer
    @U2B_Viewer 28 дней назад

    17:40 If you don't think it will happen because of regulations, just know this...
    Investment and Infrastructure and Jobs Act bill requires all new cars to have advanced alcohol monitoring technology by 2025 🤔

  • @jackywong1116
    @jackywong1116 28 дней назад

    Tesla in China is facing super big problem, The delivery is dropping from the top 3 to under 50 for the first two weeks of April, near 70-80% decrease.
    I strongly recommend Tesla China should sell Model Y and 3 2024/04 inventory at cost.
    1) to regain Top 1.
    2) clear inventory
    3) there is no more competitive advantage for Y and 3 in China, except for brand recognition. Tesla must maintain the leading position.

    • @darylfoster7944
      @darylfoster7944 28 дней назад +1

      Tesla will never outsell BYD in China because BYD makes a bunch of tiny cars that Chinese consumers want.

  • @stevenvanheyningen6403
    @stevenvanheyningen6403 28 дней назад

    I tend to agree with Dan Ives, but I would pursue a Dual Track.....
    This is a HUGE Strategic Decision.....I hope Elon doesn't blow it.....

  • @leechen7235
    @leechen7235 28 дней назад

    Don't blame the economy and the high interest rate. Tesla is lucky to have the protected U.S market. In China, the biggest EV market by far, Tesla has the product issues. It is significantly behind in localization, the most popular 2 features in China is voice commands in Chinese and in popular dialects, Tesla voice commands are not usable; the second feature is the map, Tesla map for China is still not usable. Then Tesla Model Y and Model 3 are basically the same since 2017, in China, most does not care about power driving but wants comfortable, family style interior.

  • @dennislam3111
    @dennislam3111 28 дней назад

    The fsd rates at beginning of video doesnt even make sense. Silliest one being $199 unsupervised your responsible, its unsupervised... but i am r😂sponsible so i need supervise... nice manslaughter trap for customers.

  • @KV-ed3pi
    @KV-ed3pi 28 дней назад

    I think you'll be obligated to take tesla insurance when you want the real FSD

  • @jonbowes5999
    @jonbowes5999 28 дней назад

    Larry Fink has AI all wrong bless. AI training CURRENTLY takes huge compute and equally huge electricity input, this is true. However this is largely due to inefficient non-optimised use of GPU type compute rather than the coming optimised neural net training compute (DOJO as an early example). Further more what is also true is that inference is in fact orders of magnitude less compute heavy than heuristic code built to achieve the same tasks and these can also be performed with way less energy (look at Tesla's in car inference compute, low power consumption and all the compute required to perform FSD in two ASIC's). In reality there will be an initial explosion in large scale AI training of large models followed by mostly inference to use these models and then a move to new systems that combine inference and delta training in use. This is why the likes of Nvidia's AI boom will burn very bright but also for a short time frame.

  • @caoutchouc-cc
    @caoutchouc-cc 28 дней назад

    black Rock holds TSLA because of their ETFs as Vanguard does. They are therefor not making a big bet but deploying capital as theire products suggest.

  • @elvinthalund5193
    @elvinthalund5193 28 дней назад

    @BrighterwithHerbert when RoboTaxi is discussed at scale it would require the physical car and an geographical area this would be legal to operate.
    If this is to happen within a few years China is the only logical place for this to occur and likely India to follow.

  • @jonbowes5999
    @jonbowes5999 28 дней назад

    Jeff and Herbert, models S3XY are not safe for use in unsupervised autonomous use without physical modification of the steering system! Dedicated RoboTaxi will be first. The models S3XY rely on ONE electric steering control motor and belt which if either fail result in compete loss of autonomy system control over steering! The redundancy in the S3XY models when these failures occur (and they have on many occasions) IS the human behind the steering wheel via the mechanical linkage. The steer by wire system as introduced in CyberTruck is required as this uses TWO electric steering motors and belts both under system control thus providing the level of redundancy required for safe unsupervised operation. Further CyberTruck is now collecting the data required to validate the safety of the steer by wire system and this is why CyberTruck has not yet been provided with Autopilot, this will only be provided when the data shows the new steer by wire system is performing to the required levels.

    • @fredbloggs5902
      @fredbloggs5902 28 дней назад

      Blatant nonsense.
      That risk exists with most taxis in use today.
      If the steering fails, they stop, it isn’t complicated.

    • @jonbowes5999
      @jonbowes5999 28 дней назад

      @@fredbloggs5902 No you are wrong! none of the taxis in use today RELY on a single electric steering control motor and belt (which is proven to fail in service) to provide steering control. They have a human behind the wheel with a mechanical linkage (with very high proven reliability and most likely annual inspections) between the human and the wheels.

    • @fredbloggs5902
      @fredbloggs5902 28 дней назад

      @@jonbowes5999 If power steering fails in a modern car most people simply pull over and call rescue. Claiming otherwise is a blatant lie.

    • @jonbowes5999
      @jonbowes5999 28 дней назад

      @@fredbloggs5902 I never claimed that if the power steering fails AND there is a human behind the wheel that the human can't with some discomfort safely bring the car to a halt. I was pointing out that the S3XY are not safe for UNSUPERVISED operation (no human behind the wheel). With a human behind the wheel there is redundancy, the human IS the redundancy on the other hand if S3XY is operating unsupervised autonomously then there is NO redundancy should the power steering electric motor or belt fail.

    • @fredbloggs5902
      @fredbloggs5902 28 дней назад

      @@jonbowes5999 your mindless hysteria is hilarious.

  • @TuanNguyen-wp9qo
    @TuanNguyen-wp9qo 28 дней назад +1

    We have been saying Tesla future is bright for the last 3 years….😥😥😥

    • @Christineperkins-uw8ow
      @Christineperkins-uw8ow 26 дней назад

      Don't sell your shares
      It will pay dividends soon. You should buy the latest Tesla innovation shares

  • @dormelectric8610
    @dormelectric8610 27 дней назад

    More Jeff and Scott, less of the others, please. Until people have worked with manufacturing and supply chain, they don’t know what they’re talking about ;)

  • @justinmallaiz4549
    @justinmallaiz4549 28 дней назад +1

    To Jeff’s point on Fsd for personal vs commercial use:
    I hope
    - Personal use: will allow fsd for anyone given a digital key. Allow key holders to summon,get in, set a way point, or send home. Also Allow key holders to use future self pickup services offered by other businesses.
    Commercial use: All of the above and allow full robotaxi network access. (Uber, skip the dishes/ pickup and delivery services, ect)

  • @IndigenousEarthling101
    @IndigenousEarthling101 27 дней назад +1

    I think NV9X was cancelled in favor of Robotaxi. By choosing to convert the south extension of Gigafactory Texas into an AI data-center instead of the previously planned manufacturing facility for their next generation platform vehicles, Tesla has burned its ships in its march towards real world AI. Elon has chosen to chase one rabbit, the white rabbit that is Robotaxi. This Robotaxi project prioritization brings great uncertainty to institutional and retail investors, which will likely result in devaluation of Tesla's stock in the short term. Tesla will also be pressed to deliver more features/value and better profit margins in their existing vehicle lineup without a lower cost option forthcoming shortly. In the long run, Robotaxi may deliver magical capabilities. It may be your chauffeur, therapist, legal consultant, friendly conversationalist, and more. If it succeeds it will likely deliver explosive value. For now though, Tesla seems like it is about to enter the white rabbit's hole.

  • @fredbloggs5902
    @fredbloggs5902 28 дней назад

    Given the obvious likelihood of FSD being viable in the very near future, anybody remotely able to buy a Tesla is going to ASAP because it’s going to be a money printer.

  • @jed2049
    @jed2049 28 дней назад

    Blackrock owns tesla on BEHALF of their clients, via their ETF's not so much outright themselves. The clients ultimately make the buy / sell decisions, not Larry.

  • @Justin-bb2mp
    @Justin-bb2mp 28 дней назад +1

    JEFF IS THE GOAT!!

  • @user-sb5uk2on4k
    @user-sb5uk2on4k 28 дней назад

    I’m a long term investor and still holding. Please review CAPEX expenditures since 2015 and consider the investment that built the production machine that is TSLA. Then reconsider the incentive package the board negotiated with Elon. Then look at the value of the failed package-it’s value vs total CAPEX expenditures spent. building an amazing company. Then consider that Elon may not have investors interests in mind. He pays lower taxes on depreciated shares-a reasonable goal. Which of his companies is publicly traded? Could Elon and the board have an interest in TSLA leaving the stock market? Secondly, TSLA is experiencing deflation in this economy. Consider the fragility of market places in deflationary conditions. Listen for indications of his motives in the earnings report, and reconsider the trajectory of the stock in the past 4 years.

  • @tonymccreath4540
    @tonymccreath4540 28 дней назад +2

    Jeff one of the strongest guests, Brian, the weakest.. many friends and myself literally avoid your videos with Brian totally.

  • @MarkXHolland
    @MarkXHolland 28 дней назад +1

    Dan Ives knows better than Elon how to run Tesla. Not.

  • @888netg
    @888netg 28 дней назад +1

    I believe that when fsd is completed and doesn't make mistakes fsd will be free to pensioners and handicapped
    For all others + - $250 per month including insurance
    For robotaxy tesla will take $250 a month and 50% of the Takings for managing the service whether you give your car for one day a week or many cars every day

    • @darylfoster7944
      @darylfoster7944 28 дней назад

      Most retirees aren't poor. Why should they get it free?

    • @mikeincalifornia
      @mikeincalifornia 23 дня назад

      Judging from the way the cost of auto insurance has been increasing in California I'd say a $1000/month for insurance is much more likely. If any insurance company would insure a FSD car at all. I certainly wouldn't if I was in the insurance business. And I can't see the California Insurance Commissioner allowing Tesla to require purchasers to also purchase insurance from them. Remember that auto insurance costs vary widely from state to state, and from individual to individual depending on the driver's record, miles driven annually and so on. So Tesla's pricing will have to account for that as well. There's no way they can do a flat rate.

    • @darylfoster7944
      @darylfoster7944 23 дня назад

      @@mikeincalifornia even if FSD is L5, and Tesla accepts full liability for crashes, the owner would still need insurance for theft and vandalism.

    • @mikeincalifornia
      @mikeincalifornia 23 дня назад

      @@darylfoster7944 Interesting. So you're saying that Tesla's insurance would come on top of our already existing insurance? And I'm not thinking about theft and vandalism. I'm thinking of major accidents in which people are killed and other vehicles damaged. I'm talking about multimillions in health care.
      I don't see other insurance companies wanting to be involved in this. The legal ramifications in the case of accidents are more than a little complex. If Tesla is going to offer insurance then it basically means going into the auto insurance business. So in addition to running Tesla, SpaceX, X, the Boring Company, his AI company and god knows what else Musk is going to try to run an insurance company???

    • @darylfoster7944
      @darylfoster7944 23 дня назад

      @@mikeincalifornia did you read what I read? All crash liability for cars and people would be covered by Tesla.

  • @jmbelarmin
    @jmbelarmin 28 дней назад +1

    Tesla needs a high level executive who REALLY know about marketing and pricing. ASAP
    Tesla’s been quite successful being run by engineers and doing the marketing themselves.
    But there is an art and science to marketing.
    It cannot just be Elon doing trial and error pricing strategy anymore.

    • @user-hq8lb1yv9k
      @user-hq8lb1yv9k 28 дней назад +1

      It is not trial and error pricing. The cars are priced according to material costs and production numbers versus demand. To cut the FSD lease price is most likely only to get more people subscribed, because they want to get as much data as they can, as they are not compute constraint anymore.

    • @jmbelarmin
      @jmbelarmin 28 дней назад

      @@user-hq8lb1yv9k
      If it is not trial and error pricing, then why does it seem we change pricing on FSD almost every year?
      Yes, I agree with you on car pricing- they do follow production numbers and price it on demand- which has to compete and resemble that of dealership pricing.
      I am talking about setting the price for FSD and using a bit of thought into that.
      For example, didn't Yashu just suggest the $99/month price on X because that's what appealed to him, and Elon just agreed right then there? No surveys or anything. Just a personal preference - which is typically NOT how a professional marketer will do.
      Maybe they should they have asked the basic question first-
      what target take rate do we want for FSD? 25%? 50%? 100%?
      Then work the problem from there i.e. conduct a real marketing study on what FSD be priced for this target take rate.
      I can maybe assure you, if they wanted a 100% take rate, $99/month is not the price. Everyone I asked from my cohort here in Boston will not pay that amount.

  • @Zenny1220
    @Zenny1220 28 дней назад +4

    Tesla price is gonna tumble much lower.

  • @KJSvitko
    @KJSvitko 28 дней назад +2

    Every home and business should install a rain water collection and storage system along with solar panels.
    Distributed solar on buildings like Walmart, Home Deport, Target, Mejiers, and others will produce large amounts of distributed electricity.
    Even in areas where rain is infrequent it is crazy to waste the little rain that does fall and waste it.
    We need to stop planting green lawns and switch to local native plantings around homes.
    It is crazy to plant lawns and build golf courses in dry desert areas. We waste too much water and electricity.
    the future is electric. Wind and solar energy along with electric vehicles are the future. Stop using fossil fuels. There is a climate crisis.

  • @garysmith1234
    @garysmith1234 28 дней назад

    Blackrock is not good for Tesla. Wake up

  • @jimbenington2144
    @jimbenington2144 28 дней назад

    This channel is like a long Tesla infomercial

  • @OriginalSENNR
    @OriginalSENNR 28 дней назад

    Blackrock? Larry the Fink’s Blackrock? Guess he is going to try to DEI Tesla sooner or later. Sad thought.

  • @beefkelaguen
    @beefkelaguen 28 дней назад

    Guy looks ridiculous with the hairline! lol

  • @winchangkou
    @winchangkou 28 дней назад +8

    Herbert are you paid by Elon for RUclips

  • @fractalelf7760
    @fractalelf7760 28 дней назад +4

    God I hate Blackrock… and Larry Fink.

    • @thefish5861
      @thefish5861 28 дней назад +1

      Why?e

    • @darylfoster7944
      @darylfoster7944 28 дней назад

      @@thefish5861 because he's one of those people who thinks capitalism is evil

    • @fractalelf7760
      @fractalelf7760 28 дней назад

      @@thefish5861 ESG nonsense and throwing away gains on social engineering attempts.