Tesla Just Shocked The World.
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- Опубликовано: 28 апр 2024
- The Robots Are Coming www.farzadmesbahi.com/merch
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock.
Nothing in my content constitutes financial or investment advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
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#tesla #teslafsd #fsd #cyberthursday #Cyberbeast #elonmusk #teslanews 
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Doubled my position under $140 never in a million years did I think I would be able to buy Tesla at a PE under 33 it’s wild how stupid the market can get.
CHINA APPROVED TESLA FSD! China is PURE CAPITALISM! while US govt regime is pure protectionism and corruption!
it will be going back to $140 again in few weeks. It was bumped to dump the stock.
@@NewYork0110J let’s hope so would love to add more.
@@NewYork0110J ya nope.
glad , I bought tsla @ $103
I am 82 years old and have a Tesla 3 with FSD. If a guy my age loves it and uses it, just imagine the potential for FSD.
Absolutely. I'm 68, have a perfect lifelong driving record, but lately am finding it just a little harder to see through glare at night. FSD works great for that and I can only imagine how much more I will depend on it as I get older and it continues to get better.
I love FSD at seventy years old.
I will keep a safe distance until FSD is bulletproof.
80 here, shareholder. 2021 MY love it just got 2024.3.15n already. I already tested navigate to my doctor, hospital emergency department near me. It will also help with some of the aging issues
@@brianp8384Get the antiglare coating on your eyeglasses. It works. Also, use your overhead light to be sure it goes directly in your wyes from an angle. Your pupils will take in the glaring stupid super bright gray white headlights differently. Or het a mild tint on your windshield. Good luck. Stay healthy. Swim and walk. Eat and sleep 8 hours a night.
Now we know why Router's was bashing Tesla lately. Nothing better than a little insider info to make yourself some quick gains.
Just remember they'll do it again and again. Stay strong
Was thinking exactly the same 👍
Hear bad news; buy the dip!
*Reuters....bone apple tea
CHINA APPROVED TESLA FSD! China is PURE CAPITALISM! while US govt regime is pure protectionism and corruption!
It’s nice to see that people are finally listening to Elon and realizing that when he sets his mind to something he will make it happen have faith in the man people
let ELON, be Elon.
Glad to see all the shorts getting the crap kicked out of them. Rooter shills too
It happens every few years ! They win by bashing none stop and then reality hits and oops they where still shorting.! It’s like when a thief steals and doesn’t get caught but they keep doing it and bammm
It’s what happens when you keep spreading lies and fear, you start to believe it.
Thanks Farzad, an exciting day for both the news and the stock 😊
China is experiencing an aging population and a decline in its younger demographic. Given this trend, it could be in China's best interest to allow Tesla's Full Self-Driving (FSD) technology to operate, as it could provide transportation for the millions of senior citizens in need of mobility solutions.
Great point
The heightened safety will also prevent many deaths, helping slow the population collapse a bit even if only slightly.
Most of these oldies live with less than $5/day.
They could take their "oldie" friends along.;). $$ on selling seats.
Not just that. The economic gain of FSD adoption in China will be huge especially when their BEV manufacturers license it for their own cars and create the scale necessary for this benefit to play out.
You've become really good at making videos, Farzad!💪🏻 Thanks for the insights!
the number 8 is an auspicious number in Chinese culture so with the announcement being on 8/8, this FSD news must have been already decided upon when Elon mentioned the date being 8/8, that would have been a huge clue that FSD was coming to China. I had a hunch but wasn't sure until the news today, now it all makes sense. And of course BYD is actually the automaker that is in talks with Tesla about licensing FSD. In chinese culture and business, the only way to get deals through is if everyone wins, you scratch my back and i scratch yours, guan shi. BYD gets FSD licensing>increase BYD knowledge of how FSD infrastructure is set up and how it works>BYD pays for tesla FSD>Baidu helps with datacenter infrastructure needed for processing/storing data> BYD and Baidu use their connections with chinese government to get approvals, everyone wins. Yes china will copy, Elon has stated in past he doesn't care about people copying, he gives out his homework about 48v for free, he knows that innovating faster is the only way to keep ahead of competition so he is not worried about people copying him.
I also had the same thoughts for a while now. NO other American company is anywhere close to being able to keep pace with EV adoption, when losing so much money on every car they sell!
Everyone assumed "the one big OEM that was In Talks to license FSD was Ford, buy what if it has been BYD all along!Mind blowing thought
He didn't leave and then suddenly come back with more focus. This has been the plan for quite some time.
Shorts lost 5B+ is the past 4 Days 🥶
Really? 😯
FSD driving me home right now. It’s freaking incredible.
When Elon focuses on anything, it succeeds wildly. He's fully focused on his baby Tesla now.
He is. But he always was.
You guys simp so hard!!!
@@RicDeez Your mom simps
Exactly!
@@JohnSmith-ks5xw Sorry, but what is a simp? Thats a new term... Does it mean they are simply fantastic?
In 60 years of investing this is probably the most perfect Bear Trap I’ve seen.
Look at meta end of 2022
Happy to hear great news for Tesla. Never doubted this would happen. 😊
Wow this is big Farzad. I think we can expect BYD to pen a FSD deal with Tesla this year!
That would be amazing.
Why,telsa is byd competition
Huawei is developing one.
I see BYD's as more designed for those who never experienced classic motoring and driving, and want a peek at it before it disappears.
... and steal the technology for the CCP Next Year! Just sayin'
One word everyone seems to gloss over; "Respect". If your prospective partner respects you, and you repect your prospective partner, then the Sky is the limit! 🇨🇦
Been using FSD for the past month and I am sold. Anyone shorting Tesla should sell ASAP, it won’t get any better.
The models are transferable. If it was me, I would simply update a few cars in China with the recent 12.3.6 version which contains the needed LHD model, then add in the Baidu map data and see how it goes.
This is why neural network is so good. What you do in one country can be applied to another seamlessly. Hence why LHD will be rolled out first, then RHD once they have trained a model for it.
There should be only a little training needed to get FSD working in China, what was missing was the map data for route generation and directions
Very interested in data ownership details when they arise! Keep us posted man! Good work! 👍👏
YES! I always speculated that China would be the first to adopt FSD. There's no democratic push back in the Chinese Government so MUCH easier to adopt it there. Also, China being first creates a competitive market. "If China has it, we want it!"
Great strategic move by Elon and Tesla to solidify a deal there first.
Ironic how America is trying to take down their own citizen who is doing good things for their economy.
I think china is giving the approval to Tesla so that the Chinese auto companies can have access to the soft so that they can copy it an be able to run with it.
Great for Tesla either way
Great point!
Tesla will license it to them if they're interested
Cannot copy it, it runs through their Dojo computers. Tesla has the data of over 1B miles.
Of course, it’s why they allow Tesla to setup in China. But it’s an added benefit for everyone and it is what Tesla wants as well which is to accelerate the world to sustainable energy. I would think copying the software will be a bit harder though, I see them doing partnerships to license the software. But I won’t be surprised if they manage to copy the software, might take a few more years.
Thanks brother
This is not "final approval", it's just the beginning.
Here's a quote from the Financial Times:
"But Tom Nunlist, an expert in Chinese technology regulation with Beijing-based consultancy Trivium, said the industry group’s compliance testing did not amount to approval for Tesla.
'It’s not a certification. It’s not an approval. It’s just an assessment. This industry body is examining adherence by these companies to an emerging set of requirements on a voluntary basis,' he said."
China don't go this far without having it approved all the way. This is something they want, so it will be done!
Farzad, FSD will only work perfectly if the cars on the road are not only FSD capable, but have a kind of swarm tech where every car is aware of every car. This will make it almost impossible to have an accident as if one car has, say a flat tire and it begins to swerve, that car will warn all cars near it that it is moving in a non traditional way, and so all cars nearby will know what evasive action to do to prevent a crash. This will decimate the numbers of car crashes, and will decimate deaths on the road. this will make tesla a true monopoly.
Good presentation. And no matter what they say about your name at the coffee shop. you have brought credit to it as a voice on the internet
I think everyone has forgot that elon said they will be showing roadster towards end of this yr that would be one of the models + robo + small m3
You made some great points. Hope FSD comes to RHD markets soon.
I agree with your thesis farzad the Highlander.😊❤
This is a domino I expected AFTER all of legacy auto adopted FSD. This pushes a lot of things forward.
One of your better videos mr
Their government is restrictive. Our two-party way, one is beholden to the UAW and the other hates EV and would turn the clock backwards. Btw If China potentially advance their competitiveness due to AI autonomous driving, no other country would have a choice but follow them
It logically does not make sense that Tesla can produce a $25K car on existing productions lines. This would be a 33% reduction compared to existing model 3. Making a slightly smaller (4 seater) car is not reducing cost more that 10%. ($3.5K) Getting US sourced batteries and using exiting cheeper components from un-boxed project ($1K motor) in a model 3 will make much more sense and can reduce prices to sub $30K car.
My guess on a reveal on 8/8 is a Roadster production version.
I've been speculating this ever since Battery Day: The low cost Tesla model will just end up being a downsized Model 3!
The Tesla Rooster
Tesla has made enormous manufacturing strides from the CT process. Elon told Sandy Monroe that what they learned will carry over to the new model, making it much cheaper to produce without having to cut quality.
Tesla is reinventing the production line, doing away with sequential assembly and will be assembling car modules in parallel. They will make more cars in less time. Expect the humanoid robot to replace a lot of human workers, further cutting costs. Lastly, there's an oversupply of cheap batteries because other OEMs are cutting back on EV production.
@@ramonpunsalang3397 Absolutely, that is the un-boxed model, but that is not what they are doing on the existing production line and why they can't achieve a $25K car now.
Loved Farzad’s idea of a bundled $500 pm finance option for lower cost model with insurance, FSD and supercharging all thrown in. That would be devastating.
But how about this: same deal but with a $250 discount if you let Tesla borrow YOUR car back outside of scheduled hours to join Tesla’s robotaxi fleet. You can secure your personal items in a lockable frunk/boot. Car comes back to you fully valeted and supercharged ready for your morning commute. Perfect for people living in an appartment with limited parking.
From what I have been seeing Tesla can do what waymo does today with the latest FSD 12 (at a fraction of the cost)
No! The 8.8.2024 reveal will be not just Robotaxi platform, but the announcement of the Roadster 2.1 Space-X edition. We get to see it at the end of the presentation.
Yes please 😊
Take the 3, replace glass roof with metal roof, standard radio, no cool or heated seats, no auto trunk release, cut out all the thrills and costs. Basic battery, rear wheel drive, don't worry about the 0-60 speed.
Correct. Glass roof adds costs.
And Keep FSD.
TESLA , does not DECONTENT its vehicles, like LEGACY does.
but, TESLA can still make LOWER COST vehicles w/o Discontenting.
@@markplott4820 mostly true
But glass roof expensive. Adds weight, makes cabin hotter
easier said then done on the glass roof. the glass is integral to the structural integrity and crash safety of Teslas. metal is very thin and not structural. So you cant really do that to the model 3. Although the Model S did have a version with no glass
I'm finally back in the green.
glad I bought nice block of tsla @ $105......
Way to go Elon and Tesla. This is a big day in Tesla’s sentiment shift!!!
Do you think they will lower the cost of the cyber truck founders edition giving the drop in FSD or could they just add more thing to the package?
Canada approved it too
Tesla , needs to allow hardware upgrades from HW 3
I think the gain for China, is, China building/providing the DATA centers, power infrastructure, possible expanding expansion of data compute centers.
Hi Farzad. I have a suggestion. How about changing the "F" logo to: "Fz", in the style of an atomic symbol. It would be more unique and recognizable... and I think would just be cool in terms of defining your "brand" in the same way an element has only one symbol/composition. Just an idea. Keep up the great work, Sir! (Feel free to send me a cut of any revenue it generates :))
Hyundai went on partnership with baidu for that autonomy stuff too tho
Hey Farzad, How much of the robotaxi upside do you think relies on tesla owners choosing to opt in their teslas into the robotaxi network?
If that opt in % is low, then wouldnt the cost to produce the robotaxis & maintenance infrastructure for upkeep significantly eat into the margins? (Potentially offsetting any gains by not having a driver)
My question is can you enroll 6 or more robotaxi into the network.
VERY optimistic to think that our current cars will ever be robotaxis.. (no drive by wire, or brake by wire, no easy way to remove driver controls). It will be a specific model - not able to be driven manually unless a wireless console could be added easily in emergencies.
This is a great development indeed! A concern with China is always IP theft. This particular IP will be worth >1 trillion. Surely Baidoo will try. So I hope Elon and co has considered that.
China appriciates talent. Talent like Elon Musk opens doors and has earned trust.
Couldn’t agree more
I think that if FSD gets to level 5, there will be a big change for car insurance pricing. I wonder if it might even eliminate the need for car insurance.
Imagine when BYD incorporates FSD in all of their vehicles from cars to buses to trucks
BYD, first needs the Cameras to support Tesla FSD.
currently UNSOPPORTED.
FSD training can generally cross markets, but there are market-specific training that will be required (i.e. lane markings, street signs). This may present some difficulties. China doesn't allow video to be processed outside of China. US doesn't allow export of GPUs to China. I wonder how Tesla plans to work around this issue?
Tesla will use Huawei chips in China and the data will stay there. It will essentially be a similar parallel program.
@@kurtgriffin8365 That might be an option, though there are definitely downsides to using Chinese silicon, and/or Chinese third-party datacenters. Alternative solution: could Tesla put a datacenter in Taiwan? From China's perspective, the video isn't leaving China (under the "One China" definition). And from the US perspective, export would be much easier. In fact, if TMSC is making Dojo silicon there, then there would be no import/export involved.
Question
How are they going to build a data center without any h100 chips
Amd just like that, my Tesla investment is in the black.
What's the chances of August 8th is a robotaxi software network platform showing and no physical new autos shown?
Could Cybercab be built on the the Cybertruck line?
Having the factory in China ist simple 4d chess ❤
Price worthy
China also does not have the litigation lawyer industry that the US has.
Since using free FSD this month my insurance safety score has gone down aprox 50% in three main categorys braking, acceleration and cornering. This is going to cost me almost $300.00 in additional insurance for 6 months. When will Tesla start to insure for the state of Florida? Until than I will not be able to afford the cost of FSD. I can not get info from Tesla.
And Australian MPs want to put Elon in jail. Absurd!
FSD :699 Chinese Yuan per month in China , Equal to $96.5 per month
Is Optimus gearing up to build those chargers? If you wanted your AI robot to start building things in a factory setting, what manufacturing line would you try it out on? Your Superchargers, with not much impact if things need to be tweeked and the line goes down for a week while they teach the AI unforseen stuff. Or would you try it on your car lines with much higher impact if something goes wrong.????
I still believe that BYD will be either the first company or at least the first Asian company to license FSD. Why, since Tesla buys batteries from BYD it would be in Tesla best interest to perhaps exchange FSD for a BYD battery pack, thereby decreasing Tesla's& BYD's COGS!
The last week reminds me of the good old days…
On Easter weekend we used the latest software and had to take over 5 times during a 60 mile drive. Although it's getting smoother it's nowhere near being fully automated. as far as safety I would give it a 3 out of 10 at best. Fsd attempted to drive into a metal barrier on our exit ramp after crossing a solid white line. If you think your tesla will be a taxi soon your crazy.
12. ???
So how do you think RoboTaxi will handle people with disabilities especially needing a wheelchair?
Good question! Two of my adult sons are visually impaired, and will hence never drive, never even ride a bicycle, which makes me sensitive to the challenges handicapped people are confronted to. I guess that a simple button on the ride ordering app, saying that you need a car compatible with a wheelchair, would take care of the problem. You might have to wait for a few minutes more, but a car compatible with your handicap would show up.
For my two sons, robotaxis will be a life changer!
@@st-ex8506 God bless your family!!! I hope this new “dawn” of AI improves your son’s life by 1,000,000 fold as well of so many others with physical & mental difficulties!! Just like Elon’s Nerolink will also!
@@JamieReneeVonTeez well… thank you!
nuts if this doubles FSD take rate to about 50% of all cars sold in 2023, then this adds almost 3m cars worth of profits (if they sell at 8k in china).
Good news finally
Can someone please explain the following: when we say FSD is ‘solved’ what precisely does this mean? Is it no interventions ever? If it means 1 intervention every 100,000 miles then how is this achieved? Is it remotely. Lastly if there are 1 million Robotaxis on the road and on average each has 1 intervention per year, that’s 1M interventions per year. How will they handle this?
Preannouncing the dragon 🐉!! 8/8 or success/success⚡️⚡️⭐️
Its, its over 9000.....- Vegeta .
IT will be a worldwide Thing ! ❤
Next month my family Tesla ❤
I think the new compact EV will sell for about $30k instead of $25k because the $25k is based on the full implementation of the un-boxed manufacturing process. Elon stated that this new EV would not have all of the cost savings as the original $25k un-boxed EV, therefore I believe Elon was implying that this new EV would probably cost more than what they had stated earlier.
the Current model 3 can cost TESLA only $20,000, let that sink in.
What’s the actual announcement? Have they not had FSD like the US?
ALRIGHT FARZAD, I consider you one of the greats and as such I hate to see it when one of the greats gets caught up in the confusion created by the FUDsters (...man they're so good at it). IMO based on every thing said so far on the build out of the "Unboxed" line the "compact car" will be a dedicated build on this line, however the line will likely support the "Cybercab" as well. "...other cheaper models" will use a hybrid of the two production methods on existing lines, possible to include existing models built on those lines to take advantage of speed and efficiency gains where applicable.
The "next gin compact car" will not be built on 3andY lines. "other models" like a final mile van, a compact-midsize pickup, and lets not forget the roadster is coming. Which may utilize these production methods and lines.
IN CLOSEING it would not make sense to build out the INTIER UNBOXED line for this car specifically and then not use it IMO. ...or maybe I'm the one who is confused.
Elon himself said 8/8 Dragon. We know 8 is considered lucky for Chinese people. Also it is the year of the Dragon and Dragon is the name of a SpaceX capsule
Don't you think that conversation has already taken place. Ford said they are setting up a new platform in 2025. I would think that if they are thinking of licensing, that the new platform would be ready and once it comes out it would be ready for use. Then as soon as the business aspect of the licensing agreement is settled, it is ready to go.
Allegedly, but FUD motors are NOT BEV experts.
Huge + and the contract with Pepsi and others for the rollout of EV trucks, + the sales that Cyber truck is going to put out next quarter, stock is going to burst,,,
I got 50 shares and got in 6 years ago. Just held my position but might buy more tomorrow
the TIME was to buy @ $105.
16:41 thanks for answer @Farzad! 😁
I think in the light of this information it makes it interesting with Tesla's comment about OEMs that might sign for FSD licening licensing that everyone of course was thinking one of the big three US very likely that it could be one of China's OEM manufacturers that wants to license technology so I thought would be it might be one of them before a US company does it which could then cause a cascade of effects in China because they all will want to have it so they can eliminate that from their it won't be a competitive advantage for their rivals
The fact that your’re surprised at the timing comes as no surprise and rings alarm bells. I want see the holes in the TSLA agreement with Baidu, which i also hold for the same reason that concerns me with TSLA. Glad to submit a concerned view….only asking for US social credits as a CND
Good to wake up to the Tesla bump, cfd Margins looking healthier
Concerned about yen devaluation & its china effect
Does Tesla have the data center compute needed within China to operate the FSD fleet given the ban on Nvida’s more advanced chips within China. Can they do a work around by sending data back to the states or use Dojo in place of Nvidia ?
I wonder if TSLA has a way to retrofit FSD into an ICE vehicle? How hard would that process be?
Elon won’t allow it on ice. It forces the industry to move towards evs.
non-starter. You need the computer, cameras connected to the computer, computer connected to the steering wheel, brakes, and accelerator. Those all behave much differently than in Tesla cars. Retrofit would be far too expensive.
NOPE, Tesla has no interest in ICE/Hybrids.
If China is going to adopt, most of Asia will follow!
At least my opinion from Thailand.
Tesla management must have some form of data center in China already. Just speculating
Well they could use a direct starlink connection, completely avoiding us servers…
I wonder if people would be taking out subscriptions for FSD and trying their cars out as robotaxies.
The software is nowhere near robotaxi quality. Tesla has given all Tesla drivers 30 days of access to FSD to try it out themselves for free and $100/month software subscription after that.
But now with all their extra/new compute it will be able to train a mapped-out area at hyperspeed.
Layoff of charging network employees? New Direction
Why would you need super charging if the next gen is wireless with app. I think the expansion of high traffic areas will be wireless.Just park and go and would make sense, cybertaxi coming shortly lead time should be now.
Question. Do you think it’s one of the Chinese automakers that is interested in licensing FSD?
Musk offers robotaxi first so anticipation of the model 2 won't erode demand for current models. This is a huge part or product planning. 4D chess.
I think they built a data centre in China in 2021 and all the data has to stay in China.
Is Mercedes permitted to operate FSD in China?
Elon is the real deal. Shows respect and is highly respected in China. No wonder they love him.
I think we’re getting cybercab, and I think it’ll be 35k or so. Maybe more or less.
I think we’re getting a compact car for $30k $25k
And I think we’re getting a van.
AND I think we’re getting automatic superchargers
Hi, Farzad. What would you guess the impact of these China deals will be when Elon visits India on his way home? Improve the chances of a Gigafactory or Megapactory deal with India, or no?
All I have to say is WHOOP WHOOP!