Tasha's Take On Tesla's FSD 13 | The Brainstorm EP 71

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  • Опубликовано: 14 дек 2024

Комментарии • 133

  • @ggrthemostgodless8713
    @ggrthemostgodless8713 День назад +67

    They should podcast from a car driving itself around with them inside discussing this, with Starlink internet connection. That would kill four or more birds with one podcast.

    • @playlistchannel9436
      @playlistchannel9436 День назад +4

      I love this idea

    • @dazalc
      @dazalc День назад +1

      Awesome idea

    • @exee1
      @exee1 День назад +1

      Probably not doing it as it may kill four or less podcasters with one stone.

    • @yogerau3807
      @yogerau3807 День назад

      3 of those birds could be these 3 .. lol😂😂

    • @ggrthemostgodless8713
      @ggrthemostgodless8713 День назад

      @@yogerau3807
      Well... if they trust FDA-13 and it seems they do, then it will be fine. I have watched several vids with people using FSD-13 and they do not interfere at all. And it is much better than the version 12...

  • @Tryagain205
    @Tryagain205 День назад +8

    I think the carpet in the robo-taxi will be easily removable in less than 60 seconds and a clean carpet fitted in under two minutes instead of vacuuming it will be washed while out of the vehicle.

    • @avgjoe5969
      @avgjoe5969 День назад +2

      I wouldn't use a carpet in the robotaxi. Textured rubber floor mats would work fine and be easy to clean. Its not like people are entering the car bare foot such that a carpet adds value.

    • @snookmeister55
      @snookmeister55 День назад

      I covered my carpet with mats.

    • @windowsdown3684
      @windowsdown3684 Час назад

      There will be no carpet and if there were, they would need carpet washing machines. As they say. No part is the best part. Rubber floors for sure

  • @timmybo
    @timmybo День назад +16

    you don't need to tip a robot car

    • @dabara
      @dabara День назад

      or you can, there will be Xtra service. After all it is about replacing inefficient us.

    • @GenRicOpekc
      @GenRicOpekc День назад +1

      No tipping, no worrying about the driver’s driving and communication skills, no worrying about the car’s cleanliness, no worrying if the driver is in a bad mood.

    • @audience2
      @audience2 День назад

      That's a major advantage

    • @malcolm2771
      @malcolm2771 День назад +1

      I drove for lyft. People don't tip.

  • @stevelatham588
    @stevelatham588 День назад +13

    I am surprised they are doing this podcast not having FSD13.

    • @waynerussell6401
      @waynerussell6401 День назад +4

      Not yet general released

    • @audience2
      @audience2 День назад

      Tasha was at the 10/10 event, at which she got a demo ride in the Cybercab. That was using FSD 13. There are also OG testers with 13.2 reporting how good it is now.

    • @TheSpartan3669
      @TheSpartan3669 День назад

      ​​@@audience2How do you know that was FSD 13?

  • @mlhutche
    @mlhutche День назад +5

    At high scale RT will be under 50 cents a mile. Initial cost will be under $1. As the purpose-built RT arrives at under $25k they will take over the rides because of lower cost.

  • @Shabobidhuffy
    @Shabobidhuffy 20 часов назад +1

    FSD is mind blowing. But anytime the weather get less than ideal (even a light fog or drizzle) it struggles bad. Also direct sunlight in the camera like sunset totally blinds it and requires immediate intervention. Lastly, hand signals from crossing guards at schools or traffic police needs to be understood by FSD. When those things happen it’s basically “solved”.

  • @sunshinesfriendscatdogrescue
    @sunshinesfriendscatdogrescue День назад +5

    It's likely that V4 Superchargers are plug-and-play ready to add an induction charging plate. Tesla can deploy plates quickly to V4 chargers.

    • @WillN2Go1
      @WillN2Go1 День назад

      Induction charging is only 70 to 80% efficient. Why pay a premium of 20 to 30% for electricity simply because the charge ports are badly designed? I've never understood why my Tesla has a streamlined port, no lights, a flush button on the charge handle. Induction charging is full of more parts. Tesla has to be aware of this. I expect that after they reject induction charging and as they're designing the automatic charger inserter they'll come up with a better solution.

  • @peteconz
    @peteconz 20 часов назад +1

    I'm chomping at the bit to add my model Y to the fleet. I don't understand why analysts, this group included, think so small/cautiously with initial rollout. I might be one city, but I expect state wide in Cali and TX assuming regulatory allows it. I'm moving my car to Texas as soon as HDW3 Y gets the nod. If HDW4 only, I expect Tesla to upgrade my car, as my purchase included the promise of this capability in the future.

  • @AugustaCedarCity
    @AugustaCedarCity День назад +8

    I live in a city of 35k and my goal is completely dominate the Robotaxi market. There will be plenty of people wanting to use the service, especially when they see how profitable it is.

    • @WillN2Go1
      @WillN2Go1 День назад

      What I would do is find the best Uber driver in my area. Invest in them starting with used model Ys (Hardware 4) put them in charge of a second driver in a Model Y. Being operating it as though it's a Robotaxi. Notes on interventions, etc... Build the business in advance of Robotaxi. Tesla might even notice and make your company an early adopter. As the investor you're not going to make any money until full Robotaxi, but it won't cost nearly as much as most start ups. And if you're confident about Robotaxi, Cybercab, you will dominate the market once it's fully released. But don't just stay in your city, have a plan for the biggest cities near you.
      Taxis are a lot of details, cleaning/washing, helping with packages, airport rules(delays/waits), efficient pick up/drop off, customer relations, etc.. Get really good at these, and how to automate as many aspects as possible, and you'll succeed.

  • @jamesdillon3320
    @jamesdillon3320 16 часов назад

    TASHA!! Good looking and brilliant is a great combination!! All the best of the season!! Thanks for your excellent efforts on TESLA!! Greetings from the sandy shores of Lake Huron, Ontario- Canada!! GIDDYUP!!

  • @NaughtyGoatFarm
    @NaughtyGoatFarm День назад +1

    My guess is that the wireless charging pads will be able to be easily retrifitted to an existing supercharger stall. Screw/glue the pad to the ground, attach cable to stall, and be done. Im guessing an hour to install it.

  • @patricksquires77
    @patricksquires77 День назад +4

    If tesla is the cheapest thing to operate and commercial driverless gets allowed. Then everyone just uses their cars - even their ‘competitors’. Its over.

  • @peacefull7113
    @peacefull7113 День назад +3

    Love Tasha!

  • @rikvdk8962
    @rikvdk8962 День назад +6

    I dont want my car trashed for some extra cash. I am already happy to pay heaps to have a car that sits there for 95% of the time for my convenience. I am looking forward for it to be autonomous for my own purposes (summon/banish/self drive) or may send it to transport family or friends.

    • @fonty012
      @fonty012 19 часов назад

      Its called freedom

  • @stevedowler2366
    @stevedowler2366 23 часа назад

    Sam's point makes sense: there are many Uber and Lyft drivers now who own Teslas as their business vehicle. So these folks may find it profitable to llet Tesla operate their cars and the driver can either work another job in parallel or make the "loaners" their main business if the increased volume of drives is more profitable. They could even own multiple vehicles that they loan out as a sort of mini-fleet.

  • @cywizx
    @cywizx 15 часов назад +1

    The guy on the left wearing green looks so spaced out !!!

  • @trevor.yardley
    @trevor.yardley День назад +1

    Why did nobody on the panel recognise the cost difference between a vehicle with/without a driver

    • @MACHIN3
      @MACHIN3 День назад +1

      Because its obvious and they ran the numbers for this years ago already and talked about it plenty.

    • @trevor.yardley
      @trevor.yardley День назад +1

      ​@MACHIN3 My comment is in the context of their discussion towards the end of this video where it was suggested that consumers may just continue to use Uber-type ride services because they also use them for food and goods delivery. This misses the Tesla value proposition of lower cost ride services without a driver.

    • @MACHIN3
      @MACHIN3 День назад

      @@trevor.yardley Ah gotcha. Agreed.

  • @Ukpost780
    @Ukpost780 День назад +6

    Son los mejores ❤ tengo acciones de su compañía y pienso comprar más por que se que tienen futuro más adelante 🎉 vamos por el éxito 🎉❤

    • @dabara
      @dabara День назад

      Interesting

  • @barryinciong6822
    @barryinciong6822 День назад

    What's the context of the Anaheim joke? Was that an old rumored testing location or something?

  • @brianp8384
    @brianp8384 День назад

    Regarding charging, the cyber cab is being built without a charging port so they will have to implement wireless. Not true for MY/M3, but they’re planning to ramp up cyber cab production in 2025.

  • @dougmanck4149
    @dougmanck4149 День назад

    What's the current take rate for FSD?

  • @TheGaussFan
    @TheGaussFan День назад

    I think Optimus robots with backpacks driving scooters would take less last mile energy for a single isolated delivery, but if you really looked at the full problem a car can do more consecutive deliveries to an area before having to return to a distribution point for more packages. So, it depends on the situation.

  • @getoveritlive
    @getoveritlive День назад +1

    If, in the first year, only private cars can sign up, there is no need for the charging or cleaning instructor. When I sign up my Model 3 and Y, when it comes back "Home," I'll clean and charge it. Tesla has two years to set this up if RoboTaxi starts at the end of 2026.

  • @Aluz-ln9wu
    @Aluz-ln9wu День назад

    Quite a challenge finding good drilling companies especially those that can do commercial borehalls. You may want look at commercial borehole rather than having multiple boreholes. Seems like a drought every year now!

  • @Maustah
    @Maustah День назад +2

    Tasha thinks v13 is robo launch? I was thinking more v14

    • @snookmeister55
      @snookmeister55 День назад

      13 is said to be the path to autonomy.

    • @Maustah
      @Maustah 3 часа назад

      @ path to yes. Wording is still unclear there. Path to v14 ;)

  • @lukeknowles5700
    @lukeknowles5700 День назад +7

    Publish a new interview after Tasha has experienced V13.
    Not having experience with the current version is weak.

    • @avgjoe5969
      @avgjoe5969 День назад +2

      They take the 50,000 foot view and watch the videos and look at the Colossus training that made V13 jump the experience to a new level.
      The nitty gritty doesn't matter to their model so long as the progress is made on or near their predicted schedule. V13 is a Big development. Reviews are very positive... beyond that they don't need the details for a 5 year prediction.
      This is the difference between most fund managers and Arcinvest. They tend to take the 5 year view and don't sweat the near future. Most funds live or die on their year to year results. For example Tesla was basically static for an entire year... they held their investment near max (10%) regardless... and it paid off.
      So direct experience isn't nearly as valuable when they Know Musk is making all the needed AI investments and moving consistently toward the training goal: 10x as safe as humans.

  • @RedPowerStation
    @RedPowerStation День назад +5

    Tesla has bought a multi storey car park in Brooklyn, NY. I'm sure they are going to use parking lots with wireless charging pads with robots for cleaning.

  • @joshuakessler8346
    @joshuakessler8346 День назад

    perfect timing

  • @PaulTaylor2424
    @PaulTaylor2424 День назад +1

    I hope their wireless charging is adopted standard 😮

  • @stevedowler2366
    @stevedowler2366 23 часа назад

    But don't ignore the current general trend of younger workers moving out of the cities to more rural areas where RTs will not be as profitable and residents will want their own cars available to them at all times. And the increase in retired people adds to that move away from big cities and metro areas. All of that changes the economic equation for RTs, although it may also improve the profitability of operating a fleet in those newly popular rural or far-suburban areas.

  • @bmet001
    @bmet001 День назад

    Wouldn’t it be the other way round, where customer-owned vehicles are the baseline and Tesla’s own robotaxi fleet only comes out for the peak time, highest GM rides? Then Tesla reduce the wear, cleaning and charging they need to action on their own vehicles and can lean more on the customer owners at first. They’d be able to tout how much owners are earning and so cause a boom in vehicle sales as well.

  • @robertsmart5600
    @robertsmart5600 6 часов назад

    Uber and DoorDash deliver my bags of groceries from Woolworths. My order is picked by a Woolworths employee who stores the bags in a cool location until the partner driver arrives and collects the bags and puts them in the trunk/boot of his/her car. One of the partner drivers who delivers my groceries has a BYD Atto3 EV. A Model 3 would be no good as it doesn't have a proper hatch back. The driver takes my bags of groceries out of the trunk/boot of his/her car and carries them up to the front door of my house. It helps if the driver is strong enough to carry all the bags in one go! Occasionally overloaded bags break which the driver has to deal with.

  • @Martin-se3ij
    @Martin-se3ij День назад

    Can you explain if a taxi makes $50K for 20 years why does it need to be cheap. Would it not be better to make it super robust?

    • @snookmeister55
      @snookmeister55 День назад

      It's difficult to imagine that a high mileage vehicle could last 20 years. We'll see.

  • @tak-ada
    @tak-ada День назад

    Lets Go Tesla!

  • @denniscerletti2244
    @denniscerletti2244 День назад

    From EVPedia channel they spec battery size of the CyberCab at 75 kwh. 300 mile range or more. Had a shot of the car's screen showing it at 35% charge with 56 mins til reaching 80% charge. Charging speed for wireless charging started at 19 kwh going up to 21 kwh. They guessed another 56 mins to charge to 100%. Got to know how much down time every 300 miles of use.

    • @snookmeister55
      @snookmeister55 День назад

      That's a long time and rate of charge has many variables.
      Nobody knows what the inductive charging rate will be.

  • @mikecranapple8878
    @mikecranapple8878 День назад +1

    @7:19 Sam talks about people putting their car into the fleet and "...why wouldn't an Uber driver put his car into the fleet?" That's not the main point, Sam. The question is how many regular Tesla owners would put their car into the fleet. IMHO, I think that if a person could afford a Tesla in the first place, they likely don't need extra money; or they would prefer to not let their car drive strangers all around all day, just for extra money. I would guess it would be far less than 50%...perhaps 20% I'm guessing. But yes, the better argument is that entrepreneurs will buy as many Teslas as they can to have their own money-generating fleet.

  • @IndigenousEarthling101
    @IndigenousEarthling101 День назад

    I think Tesla’s wireless charger will have a NACS adapter available for existing Tesla superchargers and home chargers.

  • @james.a
    @james.a День назад

    Don’t forget the robotaxi has no plug to charge. It only has wireless charging.

  • @DanFrederiksen
    @DanFrederiksen День назад

    13 is decisively better, probably good enough that they will do small trials in the real world, even if that's taking chances and they probably shouldn't. It's still in the pushing 9s paradigm rather than a snap to solution so actual success could still be asymptotically far away. I see some critical aspects still missing that if left loose in the real world could be running risk of some unfortunate PR.

  • @CyberTankMan
    @CyberTankMan День назад +1

    👍

  • @johnd01
    @johnd01 День назад

    It needs to stop when a cop tries to stop the car with red light sirens.

  • @daliborandrin
    @daliborandrin День назад +1

    Are you guys allowed to buy stocks you cover?

    • @ggrthemostgodless8713
      @ggrthemostgodless8713 День назад

      No... full disclosure is the law. So if they already bought them they have to mention it if they talk about it, if they haven't YET bought the stock, they have to ALSO say they plan on it.

  • @mlhutche
    @mlhutche День назад

    RT will be completely robot built - not Optimus because it will be designed to not need a human to assemble. They will achieve million-plus scale in a year and far beyond quickly.

  • @Tony-cj6jy
    @Tony-cj6jy День назад

    If you can get delivery on any moment you please then i wouldn't mind recovering my package from a trunk or frunk. Let's say you live in a suburban area and the robotaxi drives into you driveway and opens it's trunk, you care if it's a few meters farther then your doorstep? I mean pick-up points are fairly popular, i don't think it's relevant those last few meters especially if the packets can be delivered at any moment of the day according to your convenience, say 8 pm for example.

  • @toadpickle
    @toadpickle День назад

    Banana fanna fo fasha

  • @DavesAcritic
    @DavesAcritic День назад

    Why do ARK not know that cybercab won't have a plug. Wireless charging only .. they should know this...

    • @danielstapler4315
      @danielstapler4315 День назад

      The robo taxi fleet will include Model Y and 3 cars.

  • @NextGenEvs
    @NextGenEvs День назад +4

    No way I’m leasing out my personal car

    • @mvrz6
      @mvrz6 День назад +4

      Nobody asked you to

  • @michaellatta
    @michaellatta День назад +2

    If Tesla has sufficient cars I would have no need for uber rides. The fact that uber eats and rides are in one app is actually a pain not an advantage.

  • @PiratEye_C
    @PiratEye_C 12 часов назад +1

    Misleading title from a company who's funds significantly underperform the company they're discussing

  • @TechHead01
    @TechHead01 День назад

    I don’t believe Tesla will surpass Waymo. Waymo is already operational in cities and is known for its safer driving capabilities compared to human drivers. Furthermore, I believe it was a strategic error for Tesla to prioritize Full Self-Driving (FSD) over Lidar technology.

    • @snookmeister55
      @snookmeister55 День назад

      Yeah, you're funny, dude. Prove Tesla wrong.

  • @PiratEye_C
    @PiratEye_C 12 часов назад +1

    So@ 1:46 "I don't have version 13" probably shouldn't title your video with version 13 stuff

  • @davidstrong7854
    @davidstrong7854 День назад

    Tasha and Brett are the best analyst 0f ark.. the rest are just talking faces i bet Cougar Cathy is feeling a little hungry these days.

  • @mhfs61
    @mhfs61 11 часов назад

    Uber will become a type name, like Kleenex.
    They will remain, but they will lose quite a portion of their current market share.

  • @balaji-kartha
    @balaji-kartha День назад

    Waiting for Tesla to come into India with robocars

  • @acs2777
    @acs2777 День назад

    FED will not like the unemployment numbers in 2027 and for the foreseeable future 😅 but what all taxi drivers can look into an amazing future as RUclips influencer now that they will have plenty of time over .

  • @rlshultz5841
    @rlshultz5841 День назад

    Did not really answer the issues with FSD. There are many new edge cases when there is no driver. As in the past it’s the time tables that are off. It’s going to be many years before any sizable scale or sizable revenue. Your later projections are better. 2030 for mass adoption anywhere.

  • @fido5067
    @fido5067 День назад

    Is Crous Cathie Woods son or something?

  • @hypnotechno
    @hypnotechno День назад +3

    That;s not Tasha Keeny. That;s a bot

  • @RSHekscher
    @RSHekscher 10 часов назад

    How are these guys still in business after losing money for investors three years in a row?

  • @Maustah
    @Maustah День назад +1

    Tesla should design a tiny tiny car (like the Italian Biro) that only holds 1 Optimus, and has cargo space.
    This should be the new food and delivery service. And of course bigger cargo cars with 2 Optimus

    • @ronmecredy
      @ronmecredy День назад

      Plus you could put an optimus at a charging station just to plug in people's cars & robotaxis - maybe even clean a few windows 😂

  • @leesanghong80
    @leesanghong80 Час назад

    Dl16a

  • @TeslaEVolution
    @TeslaEVolution 49 минут назад

    WHY do you even talk about WAYMO ? They're DONE ASAP Tesla scales!!!!

  • @IndigenousEarthling101
    @IndigenousEarthling101 День назад

    Revel is already pretty much setup for Robotaxi (with or without safety drivers) in NYC.

  • @LL-wn8yw
    @LL-wn8yw День назад +4

    My take on v13 is it sucks because not on hw3

    • @qjiang32
      @qjiang32 День назад +1

      it will be on hw3 later

    • @TryThinkingDeeper
      @TryThinkingDeeper День назад +1

      I’m not sure there is enough compute

  • @ggrthemostgodless8713
    @ggrthemostgodless8713 День назад +2

    GM gave up on Weimo... Mary Barra said so recently. Her reasons are amazing to read, bc that is what oehrs kept saying but she kept denying.

    • @davidstrong7854
      @davidstrong7854 День назад +1

      but yet they gave her a 33% increase in pay. while her workers got severely less.

    • @ggrthemostgodless8713
      @ggrthemostgodless8713 День назад

      @@davidstrong7854
      Simply said, GM is going broke, losing billions each year, and the ICE cars selling less and less.
      I have no idea how she is still in charge!! But there is no way they can afford to pay the workers more than they make, that would a faster suicide.

    • @TheSpartan3669
      @TheSpartan3669 День назад

      GM isn't affiliated with Waymo

    • @davidstrong7854
      @davidstrong7854 День назад

      @@TheSpartan3669 probably he just said the wrong word, self driving taxies service it has dropped. still has the same meaning but thanks for the clarification. Looks like they are still trying to do assisted driving on select roads but no driverless taxis

  • @abstractreasoner
    @abstractreasoner День назад

    Zoox and Waymo vehicles can ask remote operators for assistance. Without the sensor fusion systems incorporated into those vehicles, I wonder if Teslas will be able to know when they need assistance.

  • @champfisk5613
    @champfisk5613 4 часа назад

    Tasha has no clue what she is talking about. She is another talking head similar to Wood

  • @IeldudeI
    @IeldudeI День назад +5

    Serious question. Why does Ark and ArkX charge 3x more the maintenance fee if the ETF is trash? Like seriously. You can go with QQQ and actually make money. Mind boggling to go with these terrible ETFs.

  • @NextGenEvs
    @NextGenEvs День назад +2

    Drone delivery will never be a thing. Way too loud

    • @blueskies1237
      @blueskies1237 День назад

      Dude, they’re already doing it.

    • @snookmeister55
      @snookmeister55 День назад

      Not saying you're wrong but the noise may be an issue only at takeoff and landing. At 400 ft altitude we might not hear them.

  • @ChocapicLegend
    @ChocapicLegend День назад

    Damn, she aged 10 years in the last 2

  • @BamaBeachTrading
    @BamaBeachTrading День назад

    Lets try and just talk like normal people. You don't have to do the "right", "right" shit. You lose audience, and Tasha doesn't need to that to sound intelligent.

  • @robhills2613
    @robhills2613 День назад +2

    Full autonomy, yes - but only in 10 to 20 year's time?

    • @mallamal5578
      @mallamal5578 День назад +1

      With teslas compute, the models are training much faster. It will only be 2 years max before full autonomy is solved. Tesla wouldn't roll out a robotaxi service if they didn't believe it was doable. They have a road map to achieve this.

  • @peacefull7113
    @peacefull7113 День назад

    Who's gonna clean this Robotaxis?

    • @johnwilson5743
      @johnwilson5743 День назад +2

      Did you watch the "We, Robot" event. They showed "Cleaning" Robots cleaning a CyberCab internally. Plus, they showed Wireless charging. Previously we have seen the "Snake Robot" being used for charging. So, there might be numerous ways of Charging the CyberCabs and also a number of ways for Basic cleaning. Again, issues appear if major cleaning is required. eg people having vomited etc. All these issues are on-going in development.

    • @peacefull7113
      @peacefull7113 День назад

      @@johnwilson5743 Thx. Will check it out.

  • @mlhutche
    @mlhutche День назад

    Sad young people learn to cook. Great recipes, easily done, low cost, entertain friends.

  • @IndigenousEarthling101
    @IndigenousEarthling101 День назад

    I expect Tesla’s production scale to disappoint in 2025, and shock in 2026.

    • @audience2
      @audience2 День назад

      Tesla have forecasted 2.3 million vehicles in 2025, and Cybercab production starting in 2026.

    • @snookmeister55
      @snookmeister55 День назад +1

      No. Robo operation in two states 2025 may include the new robocab. Volume robocab production 2026, ramping to 2 million annual.

  • @Loremipsum555
    @Loremipsum555 День назад

    This woman seems to be doing the usual I have no idea what I’m talking about but splurge verbal diarrhea either way

  • @cryptocoinmichael
    @cryptocoinmichael День назад

    Dont worry MKBHD will test it and let us know......So at dis point based on MKBHD previous test .ehhhhh

  • @yomajo
    @yomajo День назад

    Fsd = waymo. Tesla? Cmon man.

    • @jeffmeyers2106
      @jeffmeyers2106 День назад +9

      Waymo costs 150,000.00 to 200,000.00 per car. Tesla's cost will be about 25,000.00 per car. Game over.

    • @1990mry
      @1990mry День назад +1

      Lol. We’ll see.

    • @jasonk125
      @jasonk125 День назад +2

      @@jeffmeyers2106 $120k-$140k according to Waymo 3 or 4 years ago. Presumably the cost would be going down since then.

    • @waynerussell6401
      @waynerussell6401 День назад

      @@jasonk125 Jaguar no longer make the cars.