Tesla's Strategic Masterpiece.
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- Опубликовано: 14 фев 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.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
If you like this content I would greatly appreciate your likes and shares!
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Twitter @farzyness
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As far as affordability, I was able to get into my first Tesla by buying a used one on their website! FSD, fully loaded all wheel drive…I have Tesla insurance and it’s cheaper than what I paid to insure my 2003 Subaru!
Insurance.
The next industry ripe for disruption.
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When "The other guy" sends an accident report and his insurance company sees he hit a Tesla, they simply won't bother contesting the full suite of data they know is coming their way to demonstrate the Tesla driver was not at fault.
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The moment that starts to happen, those other companies may as well give up.
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Even if it's an 80:20 ratio, they can't win.
The beauty of a Tesla is that it keeps getting better the longer you own it. Its incredible what they can do with the OTA updates. Its a pity that the media can't or rather won't recognise what happens when Tesla has a total recall.
@@aussie_alThe ICE guys are convinced you will need a 16k battery replacement in ten years.
@@fractalelf7760 Nobody will tolerate the inconvenience of a battery-powered car long enough for it to be a problem. Hence, the 2nd hand market is flooded with them, for 50c on the dollar, with only a couple of thousand miles.
I lasted 1-year, and I'm not going back until batteries can be charged in 5 minutes, and don't have to weigh 700kgs.
@@fractalelf7760 There is actually some real data now because we actually have out of warranty Teslas since 2014 + 8 years = 2022. Some people in Norway paid $US 8,500 w/o tax for an 85kWh battery including labor. The battery comes with a four year or 80000 km warranty or about 50,000 football field miles. That seems on track with Elon claiming M3 packs will be less than $6k to replace. Over time batteries get cheaper, and will do so for several decades yet.
when people scream about advertising...i have to think "tesla has the biggest brains in-house and if they aren't advertising then there is a damn good reason" and then i let it go.
Extremely intelligent engineers and scientists are almost autistic with their lack of emotion. Advertising is completely emotion-based. Assuming these "big-brains" best know how to advertise and educate the public is ridiculous! I don't think there's ever been a company who needs both more PR to reverse the negative sentiment of the Tesla brand and more education-based advertising to convince the millions of car buyers who still purchase ICE vehicles due to the sheer ignorance of the true value prop of EVs.
They know what they are doing. When it becomes obvious they do NOT know what they are doing its time to change my opinion. Not before.
OTOH, the fact that median-priced new car buyers are opting for ICE vehicles instead of queuing for a Tesla shows that most people are not informed enough to make good purchasing decisions. That's where advertising helps and would allow Tesla to not cut prices so much.
Not advertising made a lot of sense when Tesla wasn't producing more than a million cars each year, and demand exceeded supply by a large margin. But those days are gone and won't be coming back for the 3/Y.
@@ordinaryhuman5645Gen 3 vehicles will change that forever. They are only about 2 1/2 years away, and ice will fall off a cliff.
@@wolfgangpreier9160Obvious to whom? Who is qualified and able to see everything Tesla is developing and planning. The people spreading and the ones who believe the FUD certainly aren’t. Most of the progress is kept under wraps until it’s released. Gen 3 cars and Optimus are only a few years away and they will change everything. This doesn’t even include Energy and FSD.
Farzad, thank you for all your greatly educating content. It has helped me to finally decide to order my M3 this weekend. I am ready.
@@SwissBeastYT its a nice hook hay. They reckon once you've had FSD you can't live without it.
Enjoy!
Welcome aboard! You won’t regret it. Best decision ever.
Such a clear and focused message! Thank you, Farzad! 👍
FARZY , as an all in $TSLA investor I know all of this intimately but it’s wonderful to hear your enforcing knowledge articulated so well: thanks
I am questing this is not his words. "You and your babe after an awesome meal" are you saying this is how Farzad talks. I really want to know. Please help me believe this is him not just doing a voiceover from a RUclips mass production video company. I hope I am wrong as I want to stay watching the channel. I agree there is nothing new in here and the title is clearly clickbait and I will be willing to admit I was fooled.
@@roveriia6334 it's me.
This should be named Farzad's masterpiece.
Well done.
One of your best videos yet, covering the immediate position in relation to the broad Tesla vision
Are you from the company where he bought the video and script? If you watch Farzad's videos then you would know this video contains no new information and he is reading a script that he did not write.
Will get one when the 25k come out.
So insightful! Thanks much and keep growing this great channel.
Great video Farzad!!
Amazing you’re getting better and better every day, thank you
Very good summary. And really well said! While I was in Architecture school I developed a thing I called "Colin Kelley's Law of Elegant Simplicity" which goes like this: "The more complicated and vast a problem is, the more you have to clime up to a higher level of elegant simplicity to solve it." This is what Musk and Tesla have been doing. They have made it look easy, but the closer they get, the harder it becomes. It is like starting off with barbells, but then leading up to bench pressing 500 lbs. Each year is more difficult than the year before. They have come a long way, but this may end up being their most challenging year yet. They are not "going down hill yet". They are still "going up a steep hill".
This was garbage. There is nothing in here that is new. Stategey? This is a history with overused video clips. Falling money ... Please. Farzad is falling down buying premade videos where he just does a voice over. You and your babe after an awesome meal. If that is Farzed's writing then I am out of here.
How do you activate or deactivate the one-pedal driving mode in a Model 3 again? Tap the menu screen, tap it again bring up the Driving settings page, find and tap the appropriate setting tab for the drive mode you want. That's at least three distinct steps to accomplish one task.
How do you engage one-pedal mode in any other make of EV? Hit a paddle or toggle the gear selector. A single action.
Don't confuse minimalism for simplicity.
@@roveriia6334 You're not getting it. Farzad isn't trying to show anything new. He's trying to sum up the strategy that Tesla is using that a lot of people aren't getting or seeing. He's simply trying to show people that it's a longer term strategy and why a lot of investors have got it wrong, hence the low value of the stock right now. Pay attention closer to what he's saying and you'll understand why he's making this video.
@@VerisimilitudeDude Here's a Cookie '🍪'
Awesome video. This is a very good summary what is actually going on with Tesla. Keep on going Farzad!
Awesome summary, Farzad. This is the perfect video to show to your friends whose opinions have been shaped by mainstream media.
Are you from the company where he bought the video and script. If you watch Farzad's videos then you would know this video contains no new information and he is reading from a script that he did not right. Do you expect him to say, "you and your babe after an awesome meal ..."@@blandmccartha
nice job farzad 😊finally you got your mojo for producing informative content back ❤
Farzad, I'll bet that statistics will show that Tesla miles being driven with FSD will already prove that FSD has saved lives compared to vehicles driven by human beings alone. To date, I have heard that of the few people who died while driving a Tesla were either being wreckless and/or DUI. The saving of lives then should be a main factor in emphasizing the safety of driving a Tesla with FSD.
How can you prove or disprove that assertion?
Totally astute analysis of Tesla's strategic playbook; very impressive video - thank you!
Excellent vid Farzad, thanks!
Farzad, the insightful observing philosopher, adds understanding. Valuable. Much appreciated.
Great overview! Keep up the great work Farzad!
Great video Farzad.......beautiful summary
Tesla is selling almost every car as fast as they can make them! No need now to waste money on ads instead of production!
Good one Farzad! 👍
The first video where I enjoyed listening to you. You should make all of your videos like this. Great info, great delivery, great cadence. No “umm” and no “you know.”
Love it.
AI for sure.
@@lukerichard7705 thankfully Farzad has been disrupted. Keep the good info coming Farzad!
I agree, I thought for a second that you were filming another commentator. You really upped your game with this video!
Thanks great video. The impact report is a must read for anyone who is or is considering being an investor in Tesla.
It's actually a must read for anyone who is *AGAINST* Tesla.
They should heed the warning and get out of the way.
Thank you for sharing ! ! !
Bro this video is amazing! Well done Farzad!
Good analysis Farzad
The next gen platfom is going to be insane
GREAT polished video Farzad! Why aren't there more like this?
The Ai 🤖 voice of your actual voice is getting better. 😊 just make sure AudioLabs has more samples of your tone changes and allow more spaces and pauses between.
It's real ;)
This video is purchased tells us nothing and garbage. The only time I hate in my life is when I am fooled by a RUclips title in this case the word Strategic. I was a strategist in my past and this is weak history lesson with falling money clips. Shameful
@@farzyness Then I guess you need to relax a bit more when narrating of a script. Reading bullet points helps but not needing to read “word for word” allowing “spontaneous” reading
Great analysis. Thanks Farzad you’re the best.
Great work Tesla team an cheers Farzad
In today’s high interest environment, other automakers scale back EV production, while Tesla shifted priority to scale the production. It is a smart and long term focused move. For one thing, Tesla has leveraged more of federal EV incentives (accumulated $9 billions), which benefited Tesla owners and its long term mission.
Another B-roll A.I. lecture from Farzad's computer. Not the same as Farzad the human.
It's real :)
@@farzyness That's exactly how an A.I. Replybot would answer :)
@@beachcrow The breath in pauses are missing, can only be told by something not breathing.
Wonderful synopsis Farzad. 👌
Nice one Farzad!
I’ve watched a few of your videos but this one earned the sub! 🙏
Great update Farzad!
As always- Well said!
Cool! Thanks
Great strategy outline / thank you
Wow! Serious AV production. I knew you were good podcasting, but wow! Saw the X linked video. Good job! 🔥
Brilliant explaining...!
Excellent presentation, considered balanced and no hype but with purpose. Thanks.
Thank you for this outstanding video!
Awesome Farzad - yr content is ridiculous. How valuable will FSD be if other companies adopt it OMG❤
Thanks for the reminder
Awesome video Farzad!🎉
Amen I would’ve not explained it better!
Great video mate!
Maravilha de documentário grata por poder assistir sucesso sempre no aguardo dos próximos amo e aprecio o trabalho em prol da preservação da raça da nossa inspiração e garoto dos foguetes
Great episode, Farzad!
Now I need to buy more shares! Great video.
Farzad , you have a way with words and priceless info. Surely Telsa will prove its incredible value quite soon !
Great video! Well done! 🙂
Nice and insightful.
Thanks!
Perfect video length ❤
Exactly what i was thinking
Excellent video!
Nice job Farzad!
Great summary. I continue to be amazed at people's silliness in their listening to the press about Musk and then projecting that onto a product decision. The future of EVs has nothing to do with anyone's personal behavior. A product is either one of quality in one's own personal assessment, or it's not. There is no such thing as a piece of machinery having guilt by association.
Great overview. Still buying TSLA stock every dip :)
I hope this video goes viral to spread an important message that most people miss.
Thanks Farzad, this is a really useful summary for those who aren't as deep in the Tesla weeds as some of us. I'm recommending this video to a few folk :)
Kimbal said the idea behind the yoke is a steering wheel that can be folded away and brought out to use if the driver wants to drive. So the yoke is with autonomy in mind.
Amazing video, and you didn't even have to cover stationary energy solutions and robots yet.
Very good and highly informative video
Because of road construction and other things like snow covered roads, I think that human steering and car control will always need to be an option.
If this is the Ai voiceover it sounds AWESOME!!!
Well organized and articulated. Spot on Farzad.
Are you from the company where he bought the video and script. \If you watch Farzad's videos then you would know this video contains no new information.
Looking forward to learning about the compact car when they announce it. Great video 😎.
Great video
Farzad, I'm glad that at least you got it. 🤭👍🏼 Nice piece, good to use instead of meditation to calm the nerves at the end of the day. When people are endlessly frustrated by the constant unfair attacks on Elon, we need to self-assure that the fundamentals are sound as no other, plan is still getting executed and future is brilliant.
I don't believe there is any significant global warming, and surely not antropogenic. But that cannot discourage me from vision of the future where I can produce own electricity from solar panels on my roof and charging my car from this system, and keeping the air clean.
At the end, X will be mega profitable, and we Tesla fans will be glad that Elon bought it.
Musk is getting what he's been dishing out. Remember in 'Murica you can say what you want. Lord Musk says so.
Excellent! 👍
Best video in a long time. Tesla could learn a few things about marketing from this video.
Great summary of the situation with one exception. Advertising: There is a huge portion of the market that is inundated with negative media... and they believe it! There's also another huge portion of the population that is very uneducated on Tesla's and EV's in general. There is a huge opportunity to educate the public and de-bunk FUD. No other vehicle makers suffers the way Tesla does, so this opportunity is Tesla's alone. This creates outsized advertising opportunities for Tesla! However, their advertising hasn't been aimed in this direction. I hate to say it but they need to go through legacy media channels to reach this group of people. The ads need to clearly address women and elderly, not Tesla fan boys like us. Do this and advertising will steal ICE sales which is a very large market to tap.
Farzad, thank you for doing this. It clarifies a lot and is educational. Also let me say first of all that I am an Elon admirer, a Tesla shareholder and am rooting for it to accomplish its mission.
That said, ever wonder why the Model Y outsells the Model 3 by volume? If a lower price puts more cars on the road, how come the Model 3 sells less by volume than the Model Y? Also, why is the iPhone the largest selling smartphone on the planet by volume even though it’s the most expensive?
The answer is because these sorts of product categories are about self-expression. People will save on other things to buy a product that helps them make a statement about themselves, that tells the world the kind of person they are or aspire to be. Affordability is not the only road to volume leadership in this sort of category. Of course Tesla could take a multi segment approach and have a car for every pocket but it could still be the most aspirational car in each segment.
The point is advertising will overcome the massive barrier of lack of knowledge in this situation. It will grow the EV segment and also let people know why the Tesla is the best EV they can buy. It will build both volume and profitability. And it will even reinforce the attitudes of existing customers who will become even stronger advocates. What’s not to like?
On the verge of buying our second Tesla. Wife got to trade her car in earlier this year and now I have car envy. lol
Do ittttttttt!!!!
The sheer brilliance of FSD V12 is the two aspects.
The first and most difficult is HOW do you train a neural network? By doing this piece-by-piece they broke it down into byte-sized pieces (pun intended!). The fact is that the software to do that is highly proprietary and NOT in any of the vehicles, it is only in the training compute cluster The fact that this is now end-to-end neural nets and video training is brilliant and lends itself very well to extending these neural nets to many different applications, including vehicles and robots and ???.
The second aspect is that the neural nets developed via the training system(s) can then be downloaded, after internal regression testing, in a staged fashion, to all the instances of the end use products (cars and robots at this time). These instances don't necessarily do any field training of the neural nets, but definitely capture, and transmit back to Tesla, field neural network performance feedback.
This enables neural nets to be developed for many different usage scenarios. For example, owned passenger cars, offroad pickups, robo-taxis, short-haul trucks, long-route trucks, assembly-line Optimi, household tasks Optimi, security guard Optimi, Tesla Semi load/unload worker Optimi, Amazon delivery Optimi, Wait staff Optimi, Home Deport or Lowes shelf inventory/stocking Optimi, etc., etc., etc. To quote from The Matrix, do you know how to pilot this helicopter? Not yet... download new neural network... yes.
thanks for the outstanding work 👍👍
every tech investors MUST WATCH youtube
I think most long term shareholders are aware of the mission and goal. Just the communication has recently been a little not aligned to acceleration. Hence the worries from the markets of a slow-down in growth. Seems there is some hesitancy to put the pedel to the metal probably due to macro but maybe overly cautious, IMO.
Fazard, this is also your masterpiece!
You topped your great work!👌
Norway is closest to the comment on everyone driving a Tesla and entire area equipped with Tesla Superchargers!
Love the 1337 reference ;)
Well stated. Everyday I buy more Tesla stock. And BTW, X is coming on strong.
Farzad you do your homework and I need your help. Anytime I tell family about EVs and Tesla they tell me how bad the mining is for the battery materials. Could you do a short video explaining what’s happening? Thanks 🙏
I believe what people aren’t seeing is that Tesla & indeed most EV manufacturers are battery cell volume constrained. At the moment they are selling as many cars as they are making batteries for. Once Tesla are confident they can produce enough battery cells to keep up with sales demand after advertising that’s exactly what they will do.
ive got a Y performance with FSD and i LOVE it. ill never buy a non tesla again most likely. 70k miles, car has been perfect.
Random thought, since the exterior of the cyber truck is conductive, could the powered frunk be set to reverse if someone touches areas that could result in pinched fingers?
I wonder how Tesla plans on dealing with the liability of the very small number of accidents that will inevitably happen
Farzad! Was this an iteration of your speciall AI You, LLM script read??? It was TERRIFIC! Maybe a simulated "time to take a breath break" but otherwise near perfect. Great job, Farzad team!!!
What people think about BYD?
Tesla has a quite ingenious strategy towards regulators: next year the fleet we turn on will be double, the next year it will be 4x as large, as the one today, in 5 years it will be 20x. No point in waiting. Better to allow it now, than put so many drivers out of a job at once.
I'm not sure you noted this Farzad, but Tesla is also building and selling the necessary platform to enable the future sale of FSD to new customers. Ultimately the bigger profit may be the FSD sale.
10:40 the tesla strategy is not a "car" strategy so much as the classic internet network effect at play. the first player in tech had a huge advantage in that the cost of dumping old tech, is high. You have to learn new stuff. Once people get used to an OS they stick with it. Once many people use it, the economies of scale are better, and the leader can obtain an unbeatable advantage. Ford might make a car just as good as model-Y, but its different, and the tesla drivers don't want to relearn the interface, when tesla is already good enough.
Teslas's strategy to get market share will take advantage of going to autonomy, but it doesn't rely on it.
You have already a lot of (6?) giant companies that are software first. But the software is typically tied to an OS. With more hardware,
the lock is stronger. You're still in software sales(publishing) but your lock on the customer is stronger. Publishing is great business because you sell many times, but you still own it.
If more data was so important for developing this groundbreaking breakthrough Tesla would offer fsd beta for free to all of its customers.
Instead Tesla charges over $10,000 and brings in a relatively insignificant sum. Actions speak louder than words.
Tesla is able to gather data from all vehicles in the fleet, whether or not they have FSD
@@brianp8384are they actually using that data though? Is the car actually identifying points that it can’t handle (disengagements)?
I haven’t heard that the system is running that way in the background. But in any event I don’t buy their line about data being the salve to this situation.
SPELLCHECK ~ 8:20 ❤
Fsd will save so many lives
Couldn't agree more.
Non-responsive driver may be asleep, having a heart attack, a stroke or a seizure. So please NEVER take away the FSD until the car is safely stopped in a safe place.