Is Tesla's 4680 Progress Good? / Employee on Robotaxi Licenses / VW Shares Autonomous Plans ⚡️
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- Опубликовано: 13 май 2024
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EPA Release: www.epa.gov/newsreleases/bide...
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00:00 - FSD v12.3.1
00:26 - Employee on Robotaxi Licenses
2:22 - 4680 Progress & Cybertruck
9:47 - EPA Pollution Standards
12:43 - Stolen IP Update
13:13 - Tesla Pricing China
14:18 - GM Execs on Ultium
15:26 - Berlin Vote
15:46 - BCG Study
16:24 - Stellantis LiDAR
16:42 - EV Sales
18:32 - VW and Mobileye
19:21 - Ford Dealer Change
19:43 - Polestar
19:57 - SF Curbside EV Charging
20:12 - TSLA Stock/Macro
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#Tesla4680 #4680Production #TeslaNews 
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EDIT: at 2:02 I said over 3 years instead of over 11 years - apologies!
we will NEVER forgive you!
IP is granting the IP holder control over the supply of a commodity and BREAKING competitive markets, by preventing/undermining competition, which would be attracted by the profit this supply control generates, from INCREASING the supply until it meets demand (at cost).
IP rules are simply anti-capitalist.
Competitive markets only function if profit (generated by rare product, means: supply below demand) can attract competition to increase the supply. IP prevents this. IP is simply anti-capitalist and historically (patents 14th century, copyright 17th century) got introduced by the minority ruled political system for the benefit of a few only.
I have developed a deep trust in this channel. Thorough, articulate, and thoughtful coverage of TESLA is found here. Dillion takes a backseat to no one. In this day and age, it is I am afraid rare to cut through the hype and implicit misinformation rampant in this day and age, I am grateful for broadcasters like Dillion Loomis. Keep up the great work. Kudos
appreciate this jim 🫡
Love your pace, Dillon
Excellent work as usual. Well done
Thanks for covering the FOMC news! 🤩 I need someone to make sense of all those dots for me 😅
hahah you're welcome, i gotchu 😊
EV mandates: Well. regardless of gov't "regulations" that are a suggestion, if EV adoption continues as it has been going and the prices keep dropping, in another 10 years almost no one will want an ICE vehicle so the OEMs will be shafted regardless. They better get busy.
They’ll run to the government for a bail out pretending they were blindsided
Over the last 6 months my wife and I both shed our ICE vehicles. 100% EV family here.
I'm skeptical that curbside charging in SF will be a success. It may however succeed in boosting auto glass companies profits.
Add the "Robotaxi licenses by June or July 2024 and then at major bases will begin in 2025" and "FSD license contracts will begin in 2026" to your list of forward-looking statements by a certain person with name and function. BTW: When did you last check the predictions made for 2022, 2023 and the first 3 months of 2024? You could do such a review every quarter. I would love to see these predictions checked for their actual outcome.
noted! most of the predictions on there now are years into the future tho just fyi
Anyone else draw the parallel with the SpaceX method of working? Launch, crash, learn what went wrong and modify the procedure for the next launch. It takes a strong mind (Elon) to be stubborn in such pursuits. He seems to be able to see into the future and he sees a clear path to achieving his goals. Tesla has so much more to come.
Trial and error is absolutely the worst way known to man to engineer and develop products. It is incredibly expensive to do so and the damage to a brand's reputation is insurmountable. Good engineering is all about foreseeing limitations at the design stage and addressing them before the first prototype has even been built.
It's what made the Appollo missions such a success. It's why you'll hop onboard an Airbus or a Boeing without thinking twice.
SpaceX is wasting s ton of money not accomplishing what NASA is paying it billions to do. I believe NASA is getting fed up by this point. That my outside understanding of the situation. Trial and error is not ideal when you are literally blowing through billions. What are they accomplishing anyway that hasn’t been done? Launch their own private satellites? They are never going to meet what was expected of them in their NASA contract. Most of the money is gone.
Another great video. Good job Dylan. 👍
Nice work as usual
thanks jesse - hope you're feeling better!
Thanks for sharing!
I've recently stumbled upon your channel, and it has quickly become one of my favorites. Thank you immensely for the wealth of content you provide!
Residing in Washington, my optimism regarding Full Self-Driving (FSD) remains somewhat tempered, despite my profound excitement for its eventual release. Currently owning both a 2023 Model 3 and Y, I've encountered a significant issue with the incessant rain characteristic of this region. Unfortunately, the auto windshield wiper function seems to lag far behind expectations, even compared to vehicles I owned back in 2007. It's perplexing how the camera system fails to consistently operate effectively. During heavy rain, it inexplicably shuts off, only to go into overdrive once the rain subsides. Additionally, frequent manual cleaning of the cameras is necessary. I'm inclined to believe that incorporating a protective lip above and below the cameras could shield them from rain and splashes, significantly enhancing their performance. As a temporary solution, I'm awaiting the results of a hydrophobic coating test, hoping it might alleviate the issue until a more permanent fix is implemented.
18:00 "Talk about false advertising."
I strongly disagree, Dillon. My daily driving experience with 4 Volts and 6 Teslas since 2010 has been consistent. They have all delivered at or above the EPA/OEM's efficiency estimates. I get above the estimates on my current refresh Model S (up to 500 miles around town), and I get over 70 miles per charge on my current 53-mile rated Gen 2 Volt. So, if PHEV drivers are doing three times worse than official estimates, it simply means that they aren't using the car for its intended purpose, which would be driving much or most of each daily drive on electric.
Alaska Dave
That's the point. There are incentives for PHEV that make them affordable when compared to pure ICE. The buyer doesn't care and "never" plugs it in so the only energy it gets is from regen.
But the narrative is that cleaner (less fuels burned) vehicles have been sold.
Of course there are those like you that plug it in and try just the battery as much as possible. But not all
I think Dylan was referring to Hybrids!
The key to FSD adoption will be insurance companies offering reduced rates for users.
Thats a large portion but not the whole deal. I could give a sheet about reduced rates, as long as I can sleep in the back seat.
That is a good point. Another I feel is Tesla coming up with an FSD that would not make others that they are following a student driver.
tesla insurance will be the one to watch
@@bearlemley V12 is there or soon will be. Not too good at determining speed limits yet.
@@bearlemleyI've humans that are in their 3rd year of learning.
It's a big ask where it's strict like the UK.
if you assemble a acid battery rectifier in a ice car the us ira considers it a plugin hibryd and you get $7500 incetives. only hibryd cars with at least 30kw battery should get $7500 incentives. coruption is in the details, an american saying
How are y'all feeling about the 4680 progress?
Disappointed but glad to see the recent milestone. Really need to increase the energy density and charging speeds or Tesla will fall behind other battery suppliers.
Like watching grass grow.
I believed them at Battery Day and I’m feeling let down
That's typical, right? Almost nothing happens as fast as Elon thinks/says it will. @@mbur5099
Feeling better, encouraged a bit. Ramp on.
GREAT REPORTING DYLAN ! ?
Teslas Full Self Driving ver.12.3 is finally an exponential improvement. Reminds me of the many years it took for computers to master chess at an average level, and how few years after that computers were beating chess Masters. That's the moment we're in. Thanks Tesla FSD team!
Guessing they need to keep battery packs in qa for a couple weeks during burn in for safety.
Surely the extra 4680 cells will go into semi.
Well, I hope it only takes five minutes to fix. I picked up my cyber beast today first thing I noticed in the show room was the tunnel cover was not aligned right and doesn’t close properly. Yay now I am seeing a gap on both of the front doors.😢
Tonneau cover maybe. RT1 owners lived without a working one for quite some time. They may have one now that works. Smile and let the align it. Same for the doors.
All th technology between tir s door gap be last thing by ta worry bout
Battery production advancements are compounding by design. It is a continuous roll process. If you increase speed by 5% on 6.1 GWh, you are out 6.4 GWh. Increase another 5%, you are at 6.7 GWh, etc. increases of 5% per month compounds to nearly 11 GWh by year end. Tesla’s battery day didn’t say their 100 GWh/y would be instantaneous, nor was it clear if all that production was just from Giga Texas. At 5% per month GigaTexas would reach 35 GWh per year in 3 years. If they built two other factories in that time, replicating the GigaTexas lines with improvements already built in, they are at 100 GWh already. Everyone fails to run the compounding rate and always underestimate growth. 2-3 years from now Tesla will announce high production numbers and everyone will be like “wow! Where did that come from?!” 🤔
As always, a very well done video. Thank you so much.
@DillonLoomis22 With regards to the 100 GWh/y prediction, I think Tesla underestimated how long it would take them to reach mass production of the 4680s by a couple of years. And they also anticipated Panasonic would start mass producing 4680s at scale as well by now (they're still building I think). Tesla also thought they would start production of the 4680s in Berlin sooner. So, it may be 2025+ before they get close to the 100 GWh/y rates (including w/Panasonic).
A rate of 2.3 cells per second on a continuous basis.
While texting
They might be guidelines in Canada and America but they are not "guidelines" in the UK and Europe.
Don't see how you can count on US subsudies in 2025
I’m with u 2024 black here :(
I think Robotaxis could work on limited routes in certain cities like Singapore would be a logical first step.
Thanks for showing the numbers for battery day at 08:13 . If they're getting only 5% today, then that is a mayor failure. The explanations have been vague there. Have they overpromised?
Unless the world promise is used it is not a promise. Setting expectations to high is bad but it is not breaking a promise.
Yes, this guy's thumbnails and titles actually support what he says therein. Can you imagine that? On the contrary, I've had to turn down so many other crap channels from the from the RUclips algorithm. The dead giveaway to those crap channels is something like this "Tesla to 20X" then you realize it has 36 views. Or "the end of Tesla is here" 47 views and the content does not even come close to the title. Or the most famous one "Tesla Roadster Revealed" and nothing about that. "Tesla Model 2 revealed" utter lunacy. ELECTRIFIED on the other hand is nothing like that. Keep up the good work young man!
PHEVs have essentially been luxury vehicles. As they become mainstream, budget conscious people will charge them at home. Their real world emissions will decline.
"PHEVs have essentially been luxury vehicles. As they become mainstream, budget conscious people will charge them at home. Their real world emissions will decline."
They will die out together with ICE cars in just a few years of time. And most people that can charge a hybrid at home would likely be able to own a BEV instead.
A gigawatt is the typical designed capacity of a nuclear plant.
A gigawatt hour is the power produced in an hour for a plant running at capacity
The figure of ten gigawatt hours is therefore not much, if one is thinking of off grid living or micro grid.
16:20 Is this title statement true for Tesla EV?
Doesn't 4680 also go into semi?
My wife and I have plug in hybrids and hardly ever buy gas. Most our trips are short and we charge every time. In my standard Prius, I bought gas all the time. With the plug-in Niro, only for extended road trips. Even when using gas, the Niro gets 50mpg, but using any gas is rare. My wife’s Volt went into a special all-gas mode to use up her aging fuel since it was still the original fuel.
So you could basically just have an EV (especially Tesla with its superior charging infrastructure) to not carry the useless ICE engine around all the time.
Your use is very rare. With only 25-35 miles of electric range, most hybrid owners fail to plug it in.
OEMs will sell as many hybrids they can and say they're selling electric vehicles. All the while, they're continuing to sell vehicles that will continue to feed the service/maintenance portion of the dealer network. Hybrids have twice the maintenance issues, as they have both a gasoline engine as well as the battery motors.
parts suppliers are salivating
ICE and Hybrid cars are part of a business model which includes lucrative parts and maintenance which run for years into the future. EVs break this business model in that they don't require the same maintenance and they last far longer. In addition they brake the oil companies monopoly of energy to run vehicles. There are very wealthy and entrenched forces ranged against EVs.
@@bluetoad2668 and this is the reason there are so many character assassination attempts of elon. because he and his companies innovate which threatens profitable industries, and he cant be controlled by shill politicians. billions of marketing dollars deployed in comment sections and news headlines.
Wondering if DOJO has more or less failed? (Is Nvidias latest AI chip/architecture way superior to what Tesla was aiming for with DOJO)
Dillion is correct in saying EV advocates must stop using climate change as a reason for switching to EVs. Also, stop saying the government will stop ICE car sales or take away your ICE vehicle. Government control infuriates people, especially republicans.
A much better strategy is to promote cleaner air, lower cost maintenance / operation, and more fun to drive.
100%
Exactly. There are tens of millions of Americans who despise EV's simply because they link them to government control and climate change. Stop talking co2 and start talking clean air. There's a huge untapped market that needs to be approached differently.
Why do we have to avoid the obvious reasons for the switch to EV's. The following is the first 2 lines of the "Tesla impact report".
A Sustainable Future is Within Reach
Our mission is to accelerate the world's
transition to sustainable energy.
Why dont we want to talk about the actual reason for the company?
@@kenjones1327 Ken, yes sustainable energy. But I hear numerous EV advocates including Biden administration leaders say we need EV to combat climate change and we will terminate ICE vehicle sales. Let's stop that offensive language as it's creating enemies, mostly from republicans.
Agreed 100 💯
This remains my favorite RUclips channel. Well done.
cybertruck drive by wire its the first car terminator 3 could actualy remote control.
What about FSD licensing by NVIDIA and Mercedes possibly…
I keep hearing everyone saying updates every to weeks, when in fact he said "approximately" every two weeks. That's a BIG difference. It's like seeing a price for $1.79 & saying it's $1
@4:54 Which vehicle is more profitable, *Model Y* or *CyberTruck?* Guess which one is more likely to be prioritized?
Yes sir
OMG, FSD and RoboTaxi - my 2 favorite topics.
When will we know when FSD is ready?
Will Elon get on X and say, "FSD is ready," and off we go?
How does that help me while FSD is driving to work and a cop pulls me over to watch a movie on my laptop?
How does this work?
RoboTaxi - that's SAE Level 5 autonomous driving - we are barely at Level 3 with FSD now.
Who will bless FSD and say it's Level 5?
Elon?
SAE?
Each of the 50 states that will want to run a certification on FSD?
How does this work?
Imo, it will be 100% consumer and data driven. TSLA is content to sell a vehicle as 'level 2', while consumers will be using it as level 5. Consumers will demand that regulators back off and the data will back that up.
FSD Ready is like determining how many licks it will take to get to the center of a Tootsie Pop, the world may never know.
Besides, if they have FSD watching how other human drivers drive to learn from, then we are all doomed.
@@rayadkins5239 OMG what planet do you live on?
California already banned several self-driving systems
Do you think California will let you read the paper while FSD drives the car?
We're talking about special license plates that say "Self Driving," so the cops don't pull you over.
@@noleftturns have someone read you my comment again. And come back and apologize.
@@rayadkins5239 I stand by my comment - if you need someone to apologize, go buy a puppy.
Mandatory emission standards are a defacto EV mandate.
23 is my lucky number 🙂
👍
Tesla x Polestar. The best cars ❤
My niece's mom killed herself in a garage with a car running😢
You've been funk-ta-fied
Brass monkey junky dat FUNKy monkey
Arh.. you had realised. 😂
That gap was pathetic
Wow
Your nuance 😂
Thumbnail makes it seem like 4680 was shockingly bad
Imagine a day when Tesla stops selling carbon credits and Legacy Auto has to pay billions in fines. Yea, Tesla would lose few hundred million, but it would crush Legacy Auto.
Your comment shows your total ignorance of how carbon credits work.
The best analogy, a gas car inside of a garage. Would you let it run and stay in there with it well, this is exactly what everyone is doing. We are a very small speck of dust in the grand scheme of the universe and we are polluting the little tiny bubble that we live in, this madness has to stop!
When Tesla refreshes the Model Y, they will just use the Model Y cells for the M3. The M3 will qualify for the credits, and the Model Y will not. That will be the wise thing to do. The refresh Y will sell itself for a while without credits .
12:33
The thing is this, Government mandate or not, the market is heading that way and by 2032 it is likely that over 70% of all new cars sold in the US will be EVs! (They may be Chinese made, but EVs none the less.)
So, the government regs don't really matter.
Dillion, thank you for your great coverage. Sustainable energy and public pollution is enough reason to change modes. Geopolitical risk abatement is icing on the cake. When they get next week’s weather forecast right I might have more respect for climate forecast.
Hasn't the research analyst been in his position for 11yrs 3months rather than 3years? 😮 see I was paying attention. 😊
haha correct! see pinned comment - apologies!
Looks like th GM ramp capabilities can't even put their pants on😏
Curbside won’t work for Tesla, ports are on driver side
depends on the length of the cable.
You should look at what FLO EV Charging has been doing in Canada, and especially in Quebec. There are tons of Teslas over there 😊
The curbside cables don't have to be so thick. And the plug could be tilted more so it's snuck against the vehicle.
Except for CT the others can be connected while standing behind the vehicle.
Works if the curb has perpendicular parking.
Cant believe cyber truck was released with such a low range. Disappointing
Totally agree with you on talking about cleaner air instead of climate change. Cleaner air is incontrovertible. Everybody can smell gas fumes and see pollution. Climate change requires a belief in "science" which many of us find politically corrupted.
Like 75 3 minutes ago,
18:50 VW is getting desperate. Tesla fired Mobileye way back in 2016. Sad.
EV should be sold on, very little upkeep.
TCO Should be focus for EV mar k et!!!!!!)
It is an ICE ban for plebs. The regulators will just raise the regulatory threshold that automakers will have to pay so much to make pleb cars (which require at least 300k sales per make/model to break even) that the only ICE models available will be well above the pay grade of those earning an honest wage.
People other than the deranged usually care about clean air and water but corporations arguably place profit ahead of such concerns.
🚙
I think the lower than expected mileage in cybertrucks is due to them limiting it via software and putting different batteries in those trucks for initial production. Hoping the range improves over time. 🤞🏼🤞🏼
4680s just suck, whether in Cybertruck or Austin Model Y AWD. Time to swallow pride, and build all Teslas with the best battery designs available.
@@carsonassociates3263 Car prices will continue to fall. Building one 4680 instead of 5 2170s is a big win. Let the 4680 mature while Tesla uses the other batteries from suppliers.
@@carsonassociates3263 The development of new battery technologies takes easily a decade, to judge the cells, which are still further developed by now is much too early. Evidently they work just fine, as the Cybertruck shows and for sure improve in energy density over time. You can only improve in small increments, one piece at a time, as putting immature cells in a vehicle produced in 5 digit numbers would be just a too high risk.
Had my first day of driving on FSD v12.3. It is smoother but - IMO - it is NOT that much better. In fact, like Mr.KnowItAll said, the speed is HORRIBLE. It drove 10-15 mph slower than my speed Max setting. Had to shut it off multiple times; driving at 48-50mph on a 55mph zone with max speed set at 65. Even self-accelerating didn't help; it would regress quickly as soon as I let off the accelerator. LOTS of questionable lane changes at inopportune times. ???
STILL receiving WAY too many alerts anytime you look away from the road. Simply looking down at your phone or the road map for just a brief look or to change a playlist - things I do all the time while driving myself - causes it to give you nagging alerts. Very irritating.
I REALLY want to rave about it and I'm a huge supporter - but, unfortunately, I feel it is getting worse not better.
i noticed my auto pilot is real slow to get up to speed lately too
Electrified #1
"Rational"?? I'm sure any self-respecting tyranny can flat-earth at will.
And...it's surprising that VW didn't mention that they will overtake TSLA in self-driving capability by beginning of 2025, just like they were supposed to have overtaken TSLA in electric vehicle production, well, I think it was by 2023? LOL 😆😆
This is an attempt by VW to overshadow V12 gains. I want to see how well these geofenced IDBUZZ boxes are working. Restrictions. Are they backed by humans like cruze.
Soft_are “ that domino too will fall”
2017 - 7 years ago…
LOL, Legacy make all these ridiculous claims in regards to Evs and hydrogen and battery range they have lost credibility, it shows just how cunning and desperate they are. They must think people buying Evs are gullible idiots when in fact they are targeting pretty 'switched on' people instead!! @@FrunkensteinVonZipperneck
Hmmm... it's way too early to be thinking about FSD being Robotaxi ready any time soon. It's easy to get over confident if you're using it in the same region and conditions. However, roll that out to more challenging and different areas and it will need a lot more training. Personally, I think we're still at least 5 years away from this milestone.
There are a lot of regions where the implementation should be easy because of no heavy winters, so that alone would be a huge profit generator. Some regions will for sure take still some years, and additional equipment, to clean the cameras regularly while driving (in heavy winter conditions)
You can start services in one region at a time if there would be any problems left to solve.
1st half of 2023, interest rate raise and tesla counter by lowering his price, as Tesla lower more and more his price, one by one Legacy loose interest in BEV and by the end of the year have all pushed back their BEV and announced taking a page from Toyoda and announcing Hybrid. And now 3 month later, the EPA adjust it's regulation to the industry plan it suppose to be watching and leading. I understood during the pprevious administration when the EPA was managed by a coal lobbyist, but now i was expecting the EPA to be setting the table, not Mary Barra. Actualy i wouldn't be suprise if it was Shawn Fain
I'm a Tesla fan and stock owner, but I'm gonna need some good reasons besides incentives why Tesla's 4680 NMC batteries are still going to be relevant with CATL producing the Shenxing battery and Geely the Golden battery which are both super fast charging LFP batteries with improved energy density comparable to NMC but without the degradation from charging to 100% and driving below 20%. Seems Tesla is getting left behind in battery technology. They need to move to new gen LFP technology.
Price, weight of total pack, vertical integration
Who would choose a 4680 battery pack over the 2170s in the MY LR and Performance? The performance of the 4680 has been utterly disappointing in the Austin MY AWD… time to pull the plug on 4680, and produce the CATL LFP and M3P in the USA!
Yes, Tesla please ditch your products and buy BYD, LG and EVE already. Will ya?
I strongly disagree with your statement of “holding Tesla accountable “ for projections on battery production. A projection is a projection not an absolute! Most people invest in Tesla because Tesla has the courage to tackle new ways of doing things. If you don’t have the patience to allow them to work out the kinks on things never done before then maybe you would be better suited as a GM or Ford investor.
Suppose it depends A LOT on your definition of 'holding them accountable.'
Exactly. It was a step too cheeky from the upstart.
Exactly. Timelines changes in every industry when new problems arises.
WOW! currently only at 20% of projected capacity and ramping hard!!!! Just wow!By 2026 Wall St. may catch on.
I thought the Model Y and 3 standard range vehicles made at Giga Texas used the 4680 batteries don't they or did that change? I know the Model 3 and Y Performance and Long Range which are all built in CA are using the 2170's as are the Model S and X (also built in CA). So shouldn't be an issue to use the excess 4680's batteries for M3 and Y standard range lines.
Why is Tesla still not using full casts for all the cars?
Good question! I too am surprised at that. The overall benefit is huge and the cars are noticeably stiffer and would obviously offer cost savings.
work in progress maybe
Cybertruck cab sides / pillars are still high strength steel, crash performance I’d guess.
That was obvious next step towards making completely cast body.
OTOH, Unboxed is way to go to save money, minimise production line.
Not all of Elon’s ideas come to fruition. Original Starship was carbon fibre, including propellant tank.
It’s good to be flexible.
Planning and executing changes of Design, construction, crash test, supply, production
Listen, if you believe that a Tesla capable RoboTaxi is coming in 3-4 months you are in a cult. Get help.
You’re loosing my interest with your click bait thumbnails.
So FSD " This year!!"?? ;))
Hi Dillon Loomis 22 from Trisha 🙂💓
Tesla is working hard on 4680, but they continue to stumble... barely staying ahead of a slow CT ramp... which may well be ramping slowly due to the battery production issues. Not at all impressive.
impressive compare to…. ?
@@TurdFergusen Not impressive compared to what they said they'd do. Didn't you listen to the show?
@@robzienert7492 still no equals then
So Toyota will 'follow'? What this means is they'll make ICE and Hybrid and then be forced to reduce prices when people don't want them.
PLEASE DEEP DIVE NVIDIA
I'm all in Tesla, but the GTC event is the first time I've been a bit concerned in years.
Appears Blackrock is 10x better than Dojo (which is still impressive for Tesla)
With that much AI compute, how much is Tesla's lead worth?
I'm still super bullish, but reevaluating Tesla's long term business personally. My assumption is they will mostly be a big player in energy with AI data centres, but if anyone can just buy compute on HUGE scale, what happens to FSD?
Tesla said that the H100 training computers are 1/3 of what NVIDA claimed. How much do you suppose they are off on Blackwell? Just saying 10X said is not 10X delivered.
FSD is about the compute and the training data. And the ability to rapidly collect needed training data. Tesla's existing fleet of FSD cars will keep tesla in the lead.
Buying that compute on a HUGE scale will require a HUGE amount of money. A number of self driving efforts folded when it became evident that it was hard and expensive. Not saying I am right but it is how I see it.
@@danharold3087 Thanks, that helps give some perspective.
NVIDIA Blackrock does about 9 Exaflops per row, vs Tesla Dojo's 1 Exaflops. But NVIDIA also mentioned up to 640 Exaflops if they built a full data centre. I do know Tesla are investing heavy in compute, so they will probably buy Blackrock anyways.
Have you seen the GTC event?
Very interesting just for global tech going forwards.
Producing 4680's is one thing, but when will 4680 deliver the performance that was promised ?
Higher performance is not necessary yet. Volume is more important.
@@billweberxThen why doesnt CT give the 500 mile range that was promised 3 years ago. Range may not matter for urban commute toy cars, but for general transportation devices it does matter. And that counts even more when you live somewhere where winter lasts 7 months of the year with average daytime temps of 15 or 20 degrees.
@@danfarrand9072 They don't need to yet. They're selling like hot cakes. Expect future upgrades.
@@billweberxYeah right, try telling that to someone who bought aN Austin MY AWD with 4680s…
@@danfarrand9072 Dan the original CT design used a 2 layer battery pack like the imaginary GMC pickups. Tesla wisely cut the pack size in half and shaved about 1500 or 2000 lbs off the truck. Has nothing to do with the performance of the 4680.
Any business model that relies on government subsidies for success is defective. The logical path to reduce burning fossil fuels is to have a carbon tax that goes up a few percent every year. It would increase fuel taxes needed for road maintenance, and increasing fuel costs would incentivise consumers and manufacturers to migrate to lower carbon emmitting vehicles.
I really am saddened by the lack of an "affordable" Tesla. (Model 2 or whatever).
No I am not American, so I will not have another mortgage to buy a car that devaluates in 15 years to nothing.
The common people are now buying European and Chinese EV s for under 28K.
What a wasted opportunity for Tesla to gain market share! They stuck their heads in Cyber truck because there's more profit...
First pants, then shoes. In the meantime one can buy used.
There is no 'RoboTaxi', there is not 'Full Self Driving'
The stock should be $75
The EPA "guidelines" are intended to free EV's from having to compete with ICE, which means EV performance improvements will dry up.