Love this really good analysis. ARK never talks about Tesla Energy that is growing at 100% and will eventually be $1T or more. While FSD is a huge upside the timing is unpredictable, energy is inevitable and is beginning to ramp. Why don’t you talk about it?
@@obijuan3004 Tesla energy has grown 125% yoy and will ramp up production with more factories. Compounding to the future, energy will surpass 50% profits real quick. Treat Tesla energy as a startup company. It’s not about the profits now, it’s the profits later.
You made a brief comment about how long Optimus would last, suggesting 3-4 years. It’s a great question that I haven’t heard many ask. What kind of a lifespan is Elon modeling for Optimus? Similar to a car? With repairs…10-15 years? I would hope. Maybe as it ages you can reel it in to easier domestic tasks (ie start with heavy outdoor work/landscaping around house/DIY ETC and then finish its life inside folding clothes as a “house bot” where it’s less stress etc
Do you think there might be a hybrid robobtaxi? Car is level 4 with no one in it. Once it gets to a customer, it’s now a rental car or level3/supervised ride. Would that lower regulatory threshold and liability for Tesla for a kind of transition phase? Allows the masses to get used to it. I could even see straight rental car companies leveraging this. Imagine how much more efficient they can be. Order your rental car and it just shows up outside your door. Curbside at the airport. One way rentals would be possible. Drive rental to front gate of football game, then rent another one that meets you when you leave. We used to have to walk 30 minutes from parking lot for Bears games.
Robotaxi will be a 2 seater for sure. If the data shows most drives are less than 2 people and the best part is no part it's a no brainer to remove back seats. People wanting a 3-5 seat robotaxi will hail a model 3/y.
FSD SALE STRATEGY: lets guarantees a 15 years of FSD ownership in one or more Tesla cars. So owners won’t hesitate to change Tesla cars with FSD. It encourages people to buy FSD too, which is cheaper than monthly subscription. Please help to let Elon know. Thanks!
FSD isn't capable of being a robotaxi service right now. It can't get from one ride to another without human assistance. I think it would be more accurate to say that Tesla has entered the march of nine's phase. It's 99% done but the little edge cases are going make it take longer to finish than it seems.
@@tambourinedmb In the beginning it was difficult to say with confidence that FSD would ever be fully functional. But after seeing the technology make so much progress through the years it has passed the point where it's a question of if it will ever work, and instead is a question of when. People seem to forget that this is one of the largest challenges humanity has ever tried to tackle and it's already very functional. But it will take time.
I see my Tesla as an appreciating asset earning $50k yr. plugged in to the Robot Taxi fleet . What's that worth? Same with Optimus. Commercial applications will employ all production. This will reduce consumer prices to near give away enabling era of abundance, asset sharing, limitless options for goods and services virtually toil free option or work if you like. Why not?
Tesla bulls always think FSD is worth more than the current price, but I rather drive the car myself for daily commute. The firm should consider subscription model with more tiers of pricing. That’s what Netflix did when the old model no longer creates growth.
Tasha’s take on FSD12 seems quite inacurate, largely overstating its abilities. Actualy quite many fsd 12 users state its no way near to robotaxi.. some mistakes significant safety risks…
Overall, the feel of this session felt a bit 'cautious', equally the young guys look a bit careful or almost afraid of Tasha Keeney's presence who sounds far more authoritative/assertive than she did a few years back when she was more like a team member! Just an observation.
TESLA will be under pressure for the next 6+ (150ish) months unless there is FSD breakthrough ... wall street is in the show me the money now mode ... long term looks hopeful-promising ....? short term is all based on FSD development ...... further delays will toast the stock ... the energy and T2 will help in the middle long term ...
It's hilarious listening to someone who knows nothing about AI technology/Neural Networks trying to explain the details of the underlying architecture/implementation. Truly gut bustingly hilarious!!!
22:28 lol, this is funny. $20k for a humanoid robot that can do "everything"? WAY too cheap. And it'll last longer than 5 years...should last many decades, even if the battery pack had to be replaced at some point.
Nick is totally not up tot speed for this convo. Optimus will not be sold, it will be leased. It will not be sold for residence use for many years, the primary purpose is for business labor replacement. Also, pretty clueless on next gen car. Does he work for Cathie Wood? If so, not paying close attention. If watching Ark, expecting deep material, not a primer for video participant. Thanks.
were you going to talk about earinings? Or just kinda try to have a conversation about tesla after smoking too many doobies? You guys arent telling me anything, you guys arent having an interesting conversation, you arent interviewing this person.... what is going on here?
Here is some reality. A remote taxi needs to be an SUV, or minivan not a car. Tesla’s FSD is now behind Mercedes self driving, because Tesla’s it is so complex. A humanoid robot might be good for home chores, but it doesn’t have enough battery space to last more than a couple of hours. For use in most factory work a humanoid robot its ridiculously stupid. A robot with a strong base, and wheels can move faster, have multiple very long arms and cameras and can carry more weight and more power and computing power to operate remotely. A humanoid robot has to waste power just trying to balance. We have spent generations making machines to replace the weak human body, why make a weak electric human except to do human chores? Finally, the reason the robot hands looked real is because the hands were being controlled remotely, it was not the robot on its own, that was obvious.
Daily cooking, cleaning, organizing, laundry, dishes, education/tutoring, home surveillance, pet care, home maintenance, gardening, language learning aid… this is just what I could come up with off the top of my head. I think that’s a little bit more than some Sunday chores
Please get serious. FSD is NOT near allowing people to go places and not intervene, including not watching the road. This is NOT that close to being without a driver. Come on.
I could listen to Tasha all day.
Very interesting 👌
Love this really good analysis. ARK never talks about Tesla Energy that is growing at 100% and will eventually be $1T or more. While FSD is a huge upside the timing is unpredictable, energy is inevitable and is beginning to ramp. Why don’t you talk about it?
Ark and Tesla have been great performers over the last few years! Amazing.
How high are you?
This is frustrating. There is NO way you could expect to turn FSD loose in a city and expect not to have constant problems.
Great Discussion!!
Just love this team. Thanks for sharing your thoughts, always much appreciated!
And yet again they miss on talking about Tesla Energy and how it’s silently becoming a behemoth of a business for the company.
Tesla Energy is 2.8% of profits.
@@obijuan3004 Tesla energy has grown 125% yoy and will ramp up production with more factories.
Compounding to the future, energy will surpass 50% profits real quick. Treat Tesla energy as a startup company. It’s not about the profits now, it’s the profits later.
You made a brief comment about how long Optimus would last, suggesting 3-4 years. It’s a great question that I haven’t heard many ask. What kind of a lifespan is Elon modeling for Optimus? Similar to a car? With repairs…10-15 years? I would hope. Maybe as it ages you can reel it in to easier domestic tasks (ie start with heavy outdoor work/landscaping around house/DIY ETC and then finish its life inside folding clothes as a “house bot” where it’s less stress etc
Health plans for robots! You saw it here first!
Do you think there might be a hybrid robobtaxi? Car is level 4 with no one in it. Once it gets to a customer, it’s now a rental car or level3/supervised ride.
Would that lower regulatory threshold and liability for Tesla for a kind of transition phase? Allows the masses to get used to it.
I could even see straight rental car companies leveraging this. Imagine how much more efficient they can be. Order your rental car and it just shows up outside your door. Curbside at the airport. One way rentals would be possible. Drive rental to front gate of football game, then rent another one that meets you when you leave. We used to have to walk 30 minutes from parking lot for Bears games.
Where is in the know?
I first read the thumbnail as 'Tesla Earrings' ~ I thought "Wow, Elon does everything" 🤪🤣
I wonder how long it will take them to commence on Mexico and why are they begining so slow?
If Optimus comes in at Nicks 20k price point, it will become the ultimate health care worker, caretaker and companion.
do you guys bore the hell out of each other on a daily basis? or do you have some stimulating discussions too?
Great discussion, thanks a lot !!!
Robotaxi will be a 2 seater for sure. If the data shows most drives are less than 2 people and the best part is no part it's a no brainer to remove back seats. People wanting a 3-5 seat robotaxi will hail a model 3/y.
FSD SALE STRATEGY: lets guarantees a 15 years of FSD ownership in one or more Tesla cars. So owners won’t hesitate to change Tesla cars with FSD. It encourages people to buy FSD too, which is cheaper than monthly subscription. Please help to let Elon know. Thanks!
FSD isn't capable of being a robotaxi service right now. It can't get from one ride to another without human assistance. I think it would be more accurate to say that Tesla has entered the march of nine's phase. It's 99% done but the little edge cases are going make it take longer to finish than it seems.
Exponential, not linear improvement in this situation. Don't blink future is faster than we think.
@@tambourinedmb In the beginning it was difficult to say with confidence that FSD would ever be fully functional. But after seeing the technology make so much progress through the years it has passed the point where it's a question of if it will ever work, and instead is a question of when. People seem to forget that this is one of the largest challenges humanity has ever tried to tackle and it's already very functional. But it will take time.
I'd buy an Optimus at $40K, plus an annual subscription of maybe $4K. That's a better deal than a human maid etc.
Tasha ❤
She is hotter than tayswift
Never mentioned battery storage/software?? Big miss.
Tesla needs to lower the FSD subscription price.
Absolutely
I see my Tesla as an appreciating asset earning $50k yr. plugged in to the Robot Taxi fleet . What's that worth? Same with Optimus. Commercial applications will employ all production. This will reduce consumer prices to near give away enabling era of abundance, asset sharing, limitless options for goods and services virtually toil free option or work if you like. Why not?
Until they don’t.
True fsd is worth far more than current asking price. Not sure of fsd12 value yet, but likely priced right.
Tesla bulls always think FSD is worth more than the current price, but I rather drive the car myself for daily commute. The firm should consider subscription model with more tiers of pricing. That’s what Netflix did when the old model no longer creates growth.
Optimus will be software that can do different things. Paying monthly. Imagine them in tesla factories
Apple 🍎 won’t release a car, but the pullback by OEMs gives them the time they need to get to market with an EV if they wanted to.
IMHO launch FSD after an east to west coast ride without interventions
No steering and seats facing each other is far off. There's many a slip twixt the cup and the lip!
Tasha’s take on FSD12 seems quite inacurate, largely overstating its abilities. Actualy quite many fsd 12 users state its no way near to robotaxi.. some mistakes significant safety risks…
Sam: "they're stepping off the *gas* on EVs" 😉
I thought i m here to listen to earning call analysis
Overall, the feel of this session felt a bit 'cautious', equally the young guys look a bit careful or almost afraid of Tasha Keeney's presence who sounds far more authoritative/assertive than she did a few years back when she was more like a team member! Just an observation.
The benefits of Tesla One are not priced in.
Me: "I'm a super serious investor, I'm frowning and squinting as I take notes."
Also me: "Heh, he said doo-doo."
TESLA will be under pressure for the next 6+ (150ish) months unless there is FSD breakthrough ... wall street is in the show me the money now mode ... long term looks hopeful-promising ....? short term is all based on FSD development ...... further delays will toast the stock ... the energy and T2 will help in the middle long term ...
The new cast of "Riverdale".
It's hilarious listening to someone who knows nothing about AI technology/Neural Networks trying to explain the details of the underlying architecture/implementation. Truly gut bustingly hilarious!!!
22:28 lol, this is funny. $20k for a humanoid robot that can do "everything"? WAY too cheap. And it'll last longer than 5 years...should last many decades, even if the battery pack had to be replaced at some point.
Nick is totally not up tot speed for this convo. Optimus will not be sold, it will be leased. It will not be sold for residence use for many years, the primary purpose is for business labor replacement. Also, pretty clueless on next gen car. Does he work for Cathie Wood? If so, not paying close attention. If watching Ark, expecting deep material, not a primer for video participant. Thanks.
were you going to talk about earinings? Or just kinda try to have a conversation about tesla after smoking too many doobies? You guys arent telling me anything, you guys arent having an interesting conversation, you arent interviewing this person.... what is going on here?
Wow, that was really bad…..
Bots that can do laundry, mow the lawn and clean the house is YEARS away. Jeez you guys.
lol this fund is a joke. None of you have a engineering background. Just a bunch of random people trying to pump up this stock.
Nailed it.
Here is some reality. A remote taxi needs to be an SUV, or minivan not a car. Tesla’s FSD is now behind Mercedes self driving, because Tesla’s it is so complex. A humanoid robot might be good for home chores, but it doesn’t have enough battery space to last more than a couple of hours. For use in most factory work a humanoid robot its ridiculously stupid. A robot with a strong base, and wheels can move faster, have multiple very long arms and cameras and can carry more weight and more power and computing power to operate remotely. A humanoid robot has to waste power just trying to balance. We have spent generations making machines to replace the weak human body, why make a weak electric human except to do human chores?
Finally, the reason the robot hands looked real is because the hands were being controlled remotely, it was not the robot on its own, that was obvious.
Boycott Tesla, don’t buy any EV
@ 20.000/unit, if it lasts 5 years its 330/month for doing your sunday chores.
Wouldn't be cheaper to hire a human who would benefit from that money?
Daily cooking, cleaning, organizing, laundry, dishes, education/tutoring, home surveillance, pet care, home maintenance, gardening, language learning aid… this is just what I could come up with off the top of my head. I think that’s a little bit more than some Sunday chores
Please get serious. FSD is NOT near allowing people to go places and not intervene, including not watching the road. This is NOT that close to being without a driver. Come on.