Massive Tesla Investor Blackrock On Tesla’s Future w/ Jeff Lutz
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- 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.
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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 - Наука
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Herbert
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?
Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.
Just buy Gold and protect your assets, the stock market is a rollercoaster.
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.
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?
"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.
Yes, I enjoy when you have Jeff Lutz on your program.
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.
Very clear to me, the $99 monthly price is only for now. It will increase as soon as FSD improves
Jeff Lutz and Larry Goldberg are your two guests that hold me spellbound. Great job with your channel, Herbert!
Lutz is just another MUSKRAT. Zero sense.
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.
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....
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.
Francine is a trader with a different approach entirely, I can't figure out how she does it, her strategies work the magic
Everyone needs more than a Basic Income to be Financially Secured in this present time that there's an Economic Decline.
Francine Duguay program is widely available online..
Great info. Love Jeff Lutz. Thanks
Outstanding show today - thanks for keeping us informed of the latest Tesla FSD/Robotaxi developments - exciting and important!
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 ...
Tesla bulls are INSANE
Thanks for this video....definitely appreciate it.
Thank you for all your content!
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.
I’m geeking out!!!!
FSD is a once in a lifetime massive change in reality. AI will change so many ways we live
Good comments Jeff
Grateful for all the work that you guys do for the investor community!
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.
That's decades away
Need LIDAR for that.
It is encouraging that Blackrock takes TSLA seriously
You'd think so as they're holding 6% of the entire company.
So will they vote to give Elon his pay pack?
@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.
We love Jeff Lutz too ! 👍❤and Larry Goldberg We love Brighter with Herbert 🙏❤
Everyone is waiting for the stock price to drop below $100 after the q1 earnings
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.
Jeff is awesome
What's happening to cybertruck production?
Yay!!!
Sold all my tesla last night . Will re buy during or after Q2 as sales are looking disappointing. Long term amazing.
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.
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.
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.
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.
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?
@@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.
@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??
Agreed. If it's L5, Tesla should accept 100% liability.
Just Elmo throwing stuff at the wall to see what sticks.
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
Some people listen to these videos rather than watch them.
I’d like to know your views on Nvidia full self driving. It looks like it could steal Teslas advantages
Tesla is also developing wireless charging, which would go very well with Robo taxi.
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.
Great Channel , talking all the time about Tesla is interesting but in reality growing earnings is the most important rersult
When I registered to buy a cybertruck, it came with a fixed price fsd. Is the fixed price on fsd still valid ?
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
@metatron3942 I'm thinking that way, too.
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?
And yet the stock price continues to go down!!!!!!!!!!!!!!!
How does the robotaxi get recharged?
Electricity
Squirrels in a cage
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.
You say that there is nothling like Tesla FSD now but Waymo has robotaxis driving around LA. Could you comment on that?
Waymo cars cost 250k and only work in a geofenced premapped area. Not scalable.
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.
You don't become the second biggest Tesla shareholder just by buying S&P 500 mix as a ETF.😂😂😂
@@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.
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
@@jimpurewal2661 you still dont become the second Tesla shareholder by buying ETFs.
@@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.
Can they make it
Voice activated FSD?
Yes
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.
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.
Thank you Jeff!
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.
As a shareholder, I agreed with Dan Ives of Wedbush.
Cancelling/delaying the '$25K' car is a disaster.
As a fellow shareholder, I don’t agree. 🤷♂️
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.
yes, this will bring the stock below $100
Need to cancel that new multi-thruster Tesla Roadster instead and redirect that division to focus on a multi-thruster flying Optimus.
You guys and Dan Ives know better than Elon how to run Tesla? I think not. 😂
Dan Ives: CLUELESS.
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.
Cautious not clueless
I agree with Dan Ives.
It’s LUTZ eye glasses for me…🤓🤗 Drip.
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.
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….
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.
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.
No? Really?
I'll have some of what you're smoking.
high dose of copium
🙄
Optimistic And yet the stock price continues to tumble. Q1 must be extremely bad.
All of a sudden Dan Ives is smarter than Elon Musk? Dan Ives can't even match his shirt to his jacket.
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.
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.
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.
Their energy offerings will enable them to leverage Robo taxi in the cheapest possible way without any significant competition
Fsd is not ready yet, almost drove into a drain while in fsd mode!
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.
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.
Things are getting weird !!!
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...
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.
Talk about the 10% layoffs
They did in the last video
This must be an old recording ??
Ok. They trimmed the fat. Saved costs. Cracking the whip. Restructure time. Shake and scare the lazy and whiners.
That's stupid. Should be only one FSD sub. It shouldn't be that complicated
love hearing what Jeff has to say, he’s seems like such a good dude and very thoughtful
❤
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.
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?
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?
They do not use all the data. Only safe driving is used for training.
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 🤔
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.
Tesla will never outsell BYD in China because BYD makes a bunch of tiny cars that Chinese consumers want.
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.....
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.
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.
I think you'll be obligated to take tesla insurance when you want the real FSD
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.
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.
@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.
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.
Blatant nonsense.
That risk exists with most taxis in use today.
If the steering fails, they stop, it isn’t complicated.
@@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.
@@jonbowes5999 If power steering fails in a modern car most people simply pull over and call rescue. Claiming otherwise is a blatant lie.
@@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.
@@jonbowes5999 your mindless hysteria is hilarious.
We have been saying Tesla future is bright for the last 3 years….😥😥😥
Don't sell your shares
It will pay dividends soon. You should buy the latest Tesla innovation shares
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 ;)
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)
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.
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.
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.
JEFF IS THE GOAT!!
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.
Jeff one of the strongest guests, Brian, the weakest.. many friends and myself literally avoid your videos with Brian totally.
Brian, Hans, Warren…..pointless conversations
@@michaellemon9183 agreed!
Dan Ives knows better than Elon how to run Tesla. Not.
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
Most retirees aren't poor. Why should they get it free?
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.
@@mikeincalifornia even if FSD is L5, and Tesla accepts full liability for crashes, the owner would still need insurance for theft and vandalism.
@@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???
@@mikeincalifornia did you read what I read? All crash liability for cars and people would be covered by Tesla.
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.
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.
@@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.
Tesla price is gonna tumble much lower.
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.
Blackrock is not good for Tesla. Wake up
This channel is like a long Tesla infomercial
😂
Blackrock? Larry the Fink’s Blackrock? Guess he is going to try to DEI Tesla sooner or later. Sad thought.
Guy looks ridiculous with the hairline! lol
Herbert are you paid by Elon for RUclips
He is paid by Google
God I hate Blackrock… and Larry Fink.
Why?e
@@thefish5861 because he's one of those people who thinks capitalism is evil
@@thefish5861 ESG nonsense and throwing away gains on social engineering attempts.