E85: Tesla's New Business Model w/ James InvestAnswers
HTML-код
- Опубликовано: 11 апр 2024
- Cyber Bulls E85
Robotaxi Valuation
Robotaxi Design
Q1 Earnings
India Visit
Special Guest Bull:
James InvestAnswers @invest_answers
The Bulls:
Herbert Ong @herbertong
Alexandra @TeslaBoomerMama
Jeff @thejefflutz
Xander @R6Alex
Cyber Bull Episode Playlist:
/ playlistlist=plwspbjzc...
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 
Наука
![Megan Thee Stallion - BOA [Official Video]](http://i.ytimg.com/vi/TKQY2ZlIEjY/mqdefault.jpg)
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
Past Tesla cars have needed to collect unique data based on the new cars' sizes. For example, the Cybertruck.
I expect the focus will be on the business case and existing cars joining the robotaxi fleet. New models and robotaxi cars will not be a primary focus.
I just received FSD Supervised. 12.3.4……. Blew my MIND !!!! Unbelievable!!!!!
folks that do not have it, do not understand it. great oppty for Tesla owners
There are some who say it doesn't drive better than me. But I am like, "that's not the point!!!! You can save energy and mental load and time!"
What part of the country are you driving it in. Apparently that makes a difference.
James always adds so much to the discussion! Thanks for bringing him on!
Always fun having James on
James is delusional
@@sender5804 Get a life TROLL 👿
@@LJ-jq8og energy storage 1 trillion company in 3 years? hahaha
you are a troll
Jeff nailed it!! “It’s going to be what Tesla wants!!”
I want a CyberVan!! A cross between a CyberTruck and my Toyota Sienna minivan.
The sliding door behind the driver’s door slides open to reveal my storage area -
- place to hang sport coat or winter coat right behind my seat.
- space on the floor for two pair of shoes, boots, etc.
- low storage for backpack, briefcase, groceries.
- upper storage for binders for chorus music folder, handbell choir music.
- secure spot for checkbook, etc.
Back door opens to haul
- big-screen TV home
- lawn mower
- snow blower
- pallets
- boxes of stuff
- easy to clean (not carpeted)
Passenger seat and seat behind it are very comfortable even though rarely used.
Many other details to come!
😎👍
James! Best Finance RUclipsr period. Excited for this episode :)
hey Buddy
I thought Meet Kevin was the best 😂😂😂😂
Ever been in a London cab? Two seats forwards, two folding seats facing back. Iconic, plenty of room for suitcases.
I agree with Alexandra. The current owners will be first. I think the software will be ready before the robotaxi hardware so it's only natural to want to start monetizing as soon as possible. This can only be done with vehicles. Why wait 12-18 months while the robotaxi starts rolling off the line? You already have vehicles.
I love these panel discussions where we can hear several respected pov's on a subject... I learn alot
What an outstanding discussion with such a great panel! Please do this again as often as possible.
Acquiring a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $160K for some time now, but my major challenge is not knowing the best entry and exit strategies. I would greatly appreciate any suggestions.
@JenniferAponte-ei2bn Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
@@CatinaNguyen I have been considering going the same route, could you share more info please on the advisor that guides you.
@@EveliaAnderson The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Kristin Gail Cunningham‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
@@CatinaNguyen Thank you for the lead. I searched for her, and I sent her an email. I hope she gets back to me soon.
40% TSLA
20% VOO
20% QQQ
20% SCHD
no, it's not hard.
CANT GET ENOUGH OF JAMES 💪❤
Nope, the mainstream analysts don’t understand Tesla. Nor do they understand FSD. I’m just grateful that I get a little more time to liquidate assets, sell items and work like crazy to buy as many Tesla shares as I can before the price goes ballistic. Now is the opportunity to create generational wealth.
Really ? I am glad I sold some of my tesla stock and bought pltr instead.
@@diogenez471 Yes really. Tesla’s long term potential is phenomenal, I’m buying until at least 2030, I’ll sit down then and review my position. By then Tesla cars probably won’t matter as much because Energy, Bot and FSD revenue’s will dwarf everything else. This is just my take on things, I’m not trading in and out I’m just buying and holding. 👍
Right with you brother: My problem is I don't have much in the way of assets to sell (LoL: Unless a 3 old cable modem, HDTV antenna, and 11 in 1 cookpot count ). However, I do have moderate discretionary income from work each month. All of that is going to Tesla in my personal Roth IRA, especially given Tesla's stock price at present.
I'm with Alexandra. I want my CyberTruck to be a robotaxi because it's stainless steel, will last forever and impervious to nicks and scratches. Yes Jeff, the indiviidualization makes considerable sense! I want to leave it stainless initially and will later give my CT a personal wrap.
I agree with Alexandra. End of year it will launch!
I am mostly with Alexandra... Tesla will likely optimize for selling more cars. Why should they shoulder the burden of maintaining a fleet when operators like us will gladly do that?
I think Herbert is correct. Robo Taxi will not be the 2 person mini car. Look at the London Cab as an example of a purpose built taxi cab. It is about mid sized. It has seats facing forward and backward. It is boxy in shape. My guess is it will be either a model Y purpose built as a Robo Taxi OR it will be a variant of a model Y chassis with a different body style on it.
I believe a robo taxi will need a version that can accommodate a family, or a mom the kids and their friends. Currently their only true 6-7 seater car is the Model X.
One of my favs guys. Great job!
Please add chapters. Super helpful for people. Love the content 🇦🇺❤
Anyone who thinks that Model X will be excluded from the RT fleet is wrong. They know a car pulling up with those doors will get a lot of attention.
On 8/8, I'd love to see the ROBO -car, but its the business model... potential partnerships, logistics etc that is most important.
It could happen, that a first Tesla RoboTaxi will have someone behind the steering wheel for savety purposes.
I really liked the part where there's a friendly disagreement it's so refreshing, lol😂
Fantastic James!!!
i think Elon picked 8/8 because the number 8 is considered lucky in China. It also put some time between all of the people focusing on the last quarter's deliveries
Amazing convo.
I reckon Jeff is onto the insurance correctly. Insurance is the key to this whole thing, for taxi and for leases. A knockout bundle of insurance will sell a massive quantity of cars.
I wouldn't want my car in the robot taxi network. However when I was ready for a new Tesla I would put the old one into the network instead of selling or trading it in!
With a successful robotaxi business, in theory, Tesla no longer needs retail customers. They can just pump out at cost and put them directly on the road.
If we are speculating the hardware vs the software why aren’t we discussing the service robots and how quick they can build them to do more manufacturing?
Broaden the vision. 🤠⚔️💫🚀
I love your glasses Alexandra!
Thank you 😍😍
I also think we will have Robotaxi this year. They might start in a few cities and expand. I also think they will incorporate the wireless charging so they can charge themselves. But there need to be services centers in those cities and the mobile service will be a big help too. The cars need to be cleaned every day too.
I’m gonna go waaaaaayy out here. . . What if that “multi level parking garage” is really a place to tuck away Robotaxi or next gen cars “away from prying eyes” so that when the reveal is done August 8, Tesla already has a few thousand items “ready to go”. . . nicely avoiding any “Osborn Effect”.
“Employee Parking” doesn’t make sense to me, given Tesla’s drive towards automation, not to mention the Optimus project. . .
So EXCITING , i can't wait for it to come to AUSTRALIA !
Didn't Elon say during the interview with Sandy (Cybertruck launch) that he was inspecting the line for M2 and that it was pretty much ready?
The reason the London taxi is so popular is that its a big open area that you can easily put luggage with you and have fold down rear-facing seats. Its a great ‘social space’ - its a great layout for purpose built Robotaxi
Along with Tesla owners who wish to participate, fleet owners could cover the robo side of course it is powered by the Tesla network.
Oshkosh and Fond Du Lac Wisconsin lots of country driving too. Yesterday it made a right turn smooth as glass through a stop sign with a right turn no stop sign under the red stop sign. Blew my mind.
I agree with Teslaboomermama that the robotaxi must be capable of going to the airport, 2 persons with some luggage. In most cities, some highway driving would be necessary.
With regards to rates, I think 50 cents per mile is good.
Agreed. There must be appropriate space for luggage and two/three riders.
@@Ronnieleec and @teslawalter, we are in agreement
The timeline is uncertain but the mission objective will be accomplished for Tesla
Is there any laws system setup for Robotaxi ?
43:05 What’s stopping Tesla from stating a robotaxi network using new model3 and Y.
Only because I'm temporarily wheelchair bound did I venture the time to view this interesting conversation. The macro implications are literally incredible. Many future value assumptions are made. This would introduce large errors into the astounding predictions made, except that the macro parameter shifts could occur in about 9 months.
It was a doctor's negligence that put me in this wheelchair. I hope i get to live to see the effects of near robo-taxi. It sounds wonderful !
So much Alpha!!
The business case IS the technology otherwise Tesla can launch an event today.
No, we must see the current stats on disengagements for the US for highways and surface streets for FSD in different road conditions and weather and seasons.
Then Tesla can show these numbers for v10, v11 and v12.
Tesla need to then show the road map explicity on how it will remove the technical challenges to get to L3, L4 and L5.
FSD Supervised can cover L3 and L4 and I think people will pay more for these different levels of capability.
So let us say L2 ( which is now) most people can afford $20 per month. L3 $40 and L4 $100 per month.
L5 must be the aim of Tesla for their Robotaxi and as such it will neex to drive in most weather conditions and even in bad weather if Tesla can develop a high def rada that does not consume too much power and must be wirelessly charged.
Also I think new camera positions will be needed, an additional 2 near the driver and front passenger wings and also 2 om the rear. One on driver side and one on the passenger side. These are to improve the ability to creep into traffic and or revers.
Also I think the Robotaxi will need to be able to understand human hand signals and also be able to read and understand road, streat, traffic and construction signs. Also how to negotiate railway crossings so it does not stop on the rails and thus to judge when it can cross to ensure it is not forced to stop on the tracks - due to another car being in front .
What about quick change seats that can all be pre cleaned and with seat out, one could easily clean the floor of the car with special floor matts formed to keep contaminates contained so a hose can spray clean and disinfected and dried plus a UVC lamp to sterilize the interior like they do with passenger airlines.
I'm totally with Alexandra... fleet owners will be first to robotaxi deployment. Think about it -- Tesla can INSTANTLY deploy hundreds of thousands of vehicles across the country at ZERO COST. Even Uber and Lyft take time to ramp up their driver fleet, and those are private vehicles at questionable standards (vehicle and driver skill level). Waymo and Cruise take years and billions of up-front investment.
Fleet owners don't want electric cars.
Incredible how is solving the cases with each release. It's a testament to how much bigger the net is for to the training data & compute they are now processing. I imagine thousands of edge cases are being solved per update where it was probably only dozens in the heuristic stack.
Wouldn't running any older car as robotaxi require some refit to allow robotaxi usage e.g. closing doors. Also there is little discussion on the charging of the non-dedicated robotaxis.
Not heard anyone asks a question I have:
Tesla HW3/4 consumes around 100 watts.
Anyone know Waymo hardware power consumption?
Debate about whether or not the robotaxi could be stainless steel... What about a plastic composite body? Cheap, light, durable, more flexible in terms of shape. Precedent: Pontiac Fiero, Saturn vehicles etc. Low probability based on Tesla history but excellence in material science could result in a surprise on the body composition front. Thoughts?
Why do I hear so many people debating about what direction the seats going to be? I haven’t heard a single RUclipsr mention. The seats will be rotatable. You’ll be able to pick your direction you want and lock it in.
Nice handwriting for “back of the napkin”?
Has anyone seen a brake checker - people that speed past out of rage, then jam on the breaks? (edge case?)
Bus rides are $3.00 a ride here in NYC
I can't imagine sending my personal car out to do Robo-Taxi service. Look how people treat Uber and Taxi cars. They bang luggage into them, the drag bags into the trunk, they shut doors with their rear end, They may have a pen in the back pocket, they may spill a drink or food, etc. Some are just trying to juggle their luggage or packages as they get in or out of the car, but in general they are not as careful as I would be with my own vehicle. I think a purpose built car makes more sense. Built to handle the rigors of heavy use. The interior and seats would be designed for hard use and easy to clean. More like the way public transport( buses and trains) is made. Moulded seats with replaceable cushions. Moulded interior with no corners or areas for small items and dirt to collect. The interior designed for easy and fast cleaning, possibly with the ability to that be hosed out (think of drunk passengers). There will be no driver in the car to monitor how the passengers behave and treat the vehicle. The car needs to be durable, easy to clean and be easy to replace interior parts to keep the vehicle looking and performing well.
Herbert, I agree with you that the Robotaxi vehicle will be built based on first principles, design to be a Robotaxi vehicle with an interior different than anything we have seen before, but I don’t agree with the Cybrtrk steel body design. Tesla already has the safest cars on the road, the don’t need a steel bodied Robotaxi vehicle that will drive probably 80% or 90% of the miles driven in cities with average speeds of less than 40 mph.
How many people check what kind of car or the safety rating of the car of their Uber or taxi car driver has before hopping into the vehicle.
One problem they need to solve is what happens when the car is in an accident? Does it drive off? How do the police move it if necessary?
Regarding the attorneys pay in Tesla stock.
How influential would this attorney's group be if they owned that many shares.
Could they actually do damage in the future to Tesla Andy Elon musk?
So Herbert… Are you saying that Robo taxi service, the actual rideshare service, will be postponed until the purpose built Robo taxi initial platform is shipping? Because that seems what your argument would be against Alexandra.
Stainless steel can be stamped like Delorean was. Steel has to be thinner than Cybertruck's (which needed it to be "truck" thick) and use less aggressive curves like Delorean or the Isaacson book robotaxi design.
I think FSD works better in some locals than others. It works better in Silicon Valley and San Francisco rather than where I live. The edge cases have been worked out where it's been driven more. It makes sense to start robotaxis in cities where Tesla has the most data. Jeannine
The reason to partner with a rideshare company is demand.
as smart as everyone is; i think partnering is more likely than not with uber/lyft or tesla buying say lyft out. Every uber/lyft driver has dealt with people throwing up in the car and causing a mess; without a driver, while you may be charged, cleaning the vehicle is a different issue alltogether. Many "edge" and difficult common cases for robotaxi/rideshare also exist
All the data is on model y and 3 with some on x and s. That’s why v12 was released on those cars first and why robotaxi will be available on those cars first.
You can sum up this 2 hours long video with 4 words from every speakers: "I think, hopefully, maybe, probably." It's sooo sad that Tesla has become a pie in the sky pipe dream company again. GOSH!
That is all you’re going to get from this group, speculation, hyper bullish speculation.
No. We're discussing the future, so nothing is certain. To imply otherwise would be REDICULOUS. 🤦
That’s five words.
I really believe Tesla owners will be the first to put their cars out to work. But the first cities to get it will have Tesla cars which have been returned from a lease or were traded in. But why would one trade in their Tesla if they could put it to work instead.
The problem I have with James at times is his regular disregard for people that don’t have a lot of money. FSD cost is currently significant for most people. The $25k ish price level and likely size is exceedingly important to likely the vast majority of worldwide car/EV buyers. Yes, FSD is important for the world and Tesla stock but regular people and their means will continue to impact the fortunes of Tesla. I do agree that robotaxi will ultimately undercut taxi and uber cost to customer once the model is proven safe, clean and consistent. Thanks Herbert!
Nice
Robo taxi subscription plus % of fare. Operating on any existing Tesla that wants to enroll in program initially with human supervision. And a date for unsupervised robotaxi, in 5 or 6 cities by year end?? As a Beta program!
45:25 What format will Robotaxi use at launch?
I think they'll launch initially with paid, professional drivers in new M3s.
That's strange. My model Y had lots of challenges when on fsd mode. I am sure it will get better, but happy I didn't pay for fsd & that it was a 3mo free trial.
you tried v11
V12.3.4. is made with a very different approach in programming and vastly different and improved
I just watched a RUclips video compilation of terrible drivers. One incident involved cars using the oncoming traffic lane in order to get into a left turn lane several hundred yards down the road. They actually confronted traffic coming toward them and expected them to get out of their way!! I know this is an edge case, but this person (woman) just sat there, threw up her hands and expected the legal traffic to get out of her way.
With all this potential and watching tesla at these levels the only rational explanation is that earnings will be a complete nightmare.
I have a question for robotaxi.
Since there seems to be some push back by people who want to sabotage self-driving cars, what kind of security does a robotaxi have for example do the doors lock when nobody is in them, or what is to prevent someone from tearing up the inside just to try to shut down the operation.
After seeing some of the activities in San Francisco with the cars there, I think this should be at least discussed.
This and who cleans the vomit, piss and used needles from these robot taxi’s - without a driver, people will abuse these taxi’s for sure - especially when drunk/high…
@@formxshape Stainless steel seats no problem in tougher areas
I think just like Airbnb you have a rating scale for who you are letting into your car. Approved riders
I think we hang between $160-300ish through Q4 2025.
Guys this is very important. You guys need to talk why suddenly there is a surge in Hybrids and why Tesla sale is not going up even though price is pretty reasonable.
When and where Tesla robotaxi networks are initiated should not be mentally restricted to Waymo and Cruise model... because high definition mapping is not required and fleet size is not limiting. Tesla could as easily do Florida, Arizona, and Texas as one isolated city (Miami, Phoenix, and Austin) in each.
If current Teslas are allowed to be driverless robotaxis then it seems very unlikely that passengers are allowed the front seats by regulation (just like Waymo and Cruise block access to front seats). Maybe Cybertruck since it is steer-by-wire and steering wheel input can be turned off.
Elon liked the idea of a $99/mo. FSD subscription on X. That could be the Tesla-AI ChatGPT moment, and TSLA-2019 redux.
when robotaxi makes a lot of money. does it really matter to get the cogs on robotaxi right at the beginning?
Exciting. It's also worth talking about the control tesla will have over the robotaxi fleet. It could only accept trips that it knows it's gone through without any interventions. I think there will be an assistance button in the taxi where you can get support from a human or AI agent. I don't think they will need a human to take over but could have that feature. They will soon have an insane amount of data from all the robotaxi fleet fed back into the models. the improvement will be rapid.
in the beginning maybe one backup /human operator per 1000 vehicles or so, for very special outlier situations the car went into
Partner with boring co for complete integrated transit system.
Tesla not only has lease returns, they also take used Tesla's in for trade-in. They could have tens of thousands of Tesla's own vehicles available to be used as robotaxis to start the service. The dedicated vehicle will come later once the kinks have been worked out.
I believe the design will be a four door. People do not like pushing seats forward to get in a backseat.
Great Channel IMO all this talking about Tesla is great but actually it is earnings that drive share price ?
How will the Robotaxis get charged? Will they need a huge yard full of chargers with a few employees to clean them and hook them up to chargers?
The more I think about Model X and S the more I am convinced that RT will include all models. RT will drive huge demand for more expensive cars.
You need a car that has good easy access trunk for luggage. The cost of adding two seats is how much? Austin will be the first city to have it, it will be this year, and it will be modified 3 and Y. Robotaxi will start hitting the road by the end of the year.
The most efficient way to build Rotaxi is with a two seater. It addresses the vast majority of the market, then if a person wants to carry more people they just order additional Robo taxis for the trip. Simple.
especially with it being so cheap....just pay for two robotaxis in the event you have more passengers/cargo
I’m sure they would add 3s and/or Ys to the fleet to cover those larger bookings. Something like 80% Robotaxi and 20% Ys.
family with 3 kids & luggage? a 2-seater is a fail
Does the Robotaxi need a windscreen?
AND they have the insurance available! I doubt traditional insurers would know how or want to insure a robotaxi
There should be different car insurance rates for Tesla owners that do robotaxis and those who don't. Jeannine
Remember Waymo is geo-limited and speed limited. Turn on robotaxi for transport on and off highways in all weather could prove too dangerous for EOY 2024, my opinion.
The question is if have seats facing each other your a vichcle that wouldn't care if it going forward or backward it would just drive in the direction needed . No u turns 27 point turns etc no .
The current camera setup may not support driving in bother directions. (Could possibly be solved with all wheel steering and more cameras)
You're thinking about the customer car robotaxi wrong. While people think of their own personal vehicle as being "their baby" and wouldn't want it servicing as a taxi, people who have had their car for 4 - 5 years and are looking at trading it in and disgusted with the trade-in value might opt to put it into the network and earn ($5000? $10,000? per year?) If that happens, it will push up the demand for used Teslas, and suddenly the trade-in value goes up to absorb that demand. It's like a pool of water sloshing around where the market will find its level. At some point the market will be saturated and it will be a winner-take-most with the cost of transportation dropping like the cost of flat screen TV's over the last 20 years.
I am a TESLA bull with significant shares (approx 1/2 mill in value). Regardless how bullish are robotaxi and FSD services in future, we will still need to take near term financial profitability (1-2 years) into consideration. So, really hope that TESLA can produce the economy car in 2025 at the same time with robotaxi in half of USA.
most people waiting for 8/8 to have clarity and maybe thereafter deploy capital with a better risk/reward situation
economy car is delayed til at least 2028
@@sender5804 Economy car can be delayed if TESLA can ramp up the robotaxi nationwide in 2025. Robotaxi profit is much higher than the economy car.
@@yvonnechoy2934 they will not ramp up robotaxi in 2025, we will be lucky if they release few of them by year end
your money is going to be in the shitter, this is will never happen, assuming 100% which it'll never be, this is a niche, they aint taking over nothing, prideful and ridiculous
Tradfi not being able, or not willing to, look ahead is a massive opportunity for people looking to get into TSLA
wonderful for us retail investors - a dream
19:34 Seems obvious to me, but just an opinion:
Initially, at least in most urban environments, robo-taxis (RT) may be regulated (aka, forced) to charge as much as traditional ubers and taxis in order to not too quickly undercut established businesses. This will slow the takeover of the traditional taxi market. RT will likely quickly become favored for longer trips (say Boston to NYC) where the rates can be adjusted down over at least portions of the drive, and RTs will also be able to provide service to small towns and even rural settings where the market isn't dense enough to support blue collar chauffeuring. Given the availability and affordability of the technology, where not already established as de rigore, it centrally connected telemetering and scheduling of taxis regardless of driver will become the norm, if not the required, and RTs have the advantage of being potentially more amenable to the monitoring and directing; just ask Korben Dallas...
starting at airports? what about the luggage storage?
Tesla doesn't need a new compact car for Robo Taxis, they already have an "overstock" supply.