Tesla's Crazy Day / Robotaxi Unveil / Tesla Shows FSD Lead ⚡️
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- Опубликовано: 13 май 2024
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00:00 - Tesla's Crazy Day
9:22 - Quicksilver
9:35 - Tesla NY Marketing
9:55 - Tesla Charging
10:10 - Tesla Safety
10:45 - Class Action
11:21 - Giga Austin
12:00 - Cybertruck 2025
12:22 - Morgan Stanley TSLA
12:47 - FSD Transfer
13:04 - Tesla and Polestar
13:43 - EU Breakdown
14:18 - Tesla FSD Miles
15:30 - Porsche Taycan
15:58 - Apple Layoffs
16:07 - CarPlay
16:33 - TSLA Stock
===================================
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#TeslaRobotaxi #TeslaNews #TeslaFSD 
Авто/Мото
The next 24 months are going to be wild! Hope y'all have a great and safe weekend...enjoy!
You know it! 🚀😎
You too!
Morgan Stanley: "We do not believe Tesla will get credit as an Al company as long as core auto earnings are being revised down." 🤦
Apparently, MS still sees Tesla as just a car company, counting the cherries on top of the cake, but missing on the fundamental paradigm shift contender: FSD!
@@BookProX Your comment is great!
So reuters can lie and move the markets and the SEC doesn't come after them?
Model 2 with steering wheel is VERY RELEVANT to me!
Please, Tesla, don’t mess this up!
D'ya think he might be trolling the FUDmuppets? Just slightly?
.
They MIGHT have a "plan"? (But don't tell anyone)
Wont happen till 2027 or later. Elon need to close the robotaxi and M2 department and get rid of the traitors that give internal secrets to Reuters and other media. To avoid lawsuits its easier to just close the departments like Apple just did
Are you smarter than Elon?
It's not coming. Tesla like to announce their new cars and collect reservation money years ahead of release. Model 2 isn't mentioned at their page at all.
25,000 EV in NA is impossible. Battery’s are still to expensive. There will be a pricey robotaxis announced that will take a decade to get legal.
as far as i can tell, the only real differences between the "model 2" and the robotaxi are a steering wheel and pedals, which, when you do all connections via wire, makes them 99.9 percent identical.
A vehicle dedicated for robotaxi could be done differently interior-wise. Yes you can do a "rip the steering wheel out" approach but to make it a better robotaxi more things can be changed.
@@subwarpspeed that's true, but the basic construction process would still be the same.
The reason Tesla is revealing Robotaxi and not mentioning M2 is because the Osbourne Effect probably wont apply to the Robotaxi in the same way as M2, in regards to cannibalizing M3/MY sales.
People who buy $25k cars are totally different from people who buy $40-50k cars. I don't buy the cannibalization argument at all.
@@darylfoster7944 if the M2 was close enough to the M3 and I was looking at the M3, I'd reconsider. If they had a M2 Y version, I'd already consider it. I am also waiting for the MY refresh before switching out my current MY.
Days like today I can hardly wait for your episode Dillon.
Reuters claimed that Tesla cancelled the $25k car, which is not true. I think Elon was just responding to the title that was quoted in the original post on X, not the article.
Tesla has always had a plan to build a Model 2/RoboTaxi with a steering wheel/pedals that recess into the dash/floor when not in use. Hence the yoke steering wheel, no stalks, drive by wire, etc. It is certainly possible that with the success of FSD 12+, an interim version of the Model 2, with a regular, non-stowable, steering wheel/pedals will be dropped.
Really nice commentary Dillon: I love your smoothly reasoned, very well informed and contexted report.
The biggest risk to $TSLA is messing up the Model 2!! So worried. Robotaxi does NOT make a $25K Tesla irrelevant. Not even close! There’s a huge need
Too many people think they are smarter than Elon!
Two weeks! I say: TWO WEEKS!
@@bingguo4297Only 12 billion. No biggie.
What I gather from all this is that Model 2 was supposed to come first, then the robotaxi. Now the robotaxi will debut first. All because Elon is so horny for being first to market.
Remember that Elon always wanted to only do the robotaxi, but was convinced otherwise. Now it seems he has pivoted again.
@@empebee Robotaxi is much easier to make than M2 and bring in profits. Elon wants Robotaxi first now probably because of the FSD progress made recently.
Model 2 will have a steering wheel for countries that are not fsd ready.
I want a squirkel. Not a wheel!
People forget, robotaxi using the existing FSD is not possible. FSD need to solve severe weather problems. Currently in sudden bad weather, FSD simply stop working. Happen to me in Canada with just few flurries of snow falling. As Canadian in Quebec, sudden severe weather change happen more frequently than US states, FSD is definitely not ready.
They will release it in Cali first.
Maybe with snow, but mine worked extremely well in heavy rain and fog. That was with Beta instead of the current 12.3.3
Ashok's tweet on April 1st was significant. He did it on the first so that people might think it a joke but he wasn't joking. Tesla has at least three or four builds ahead working in their labs. Ashok has seen something that makes him believe they have cracked it. Plus we just saw one of the AI team leave for XAI. I am thinking that's because he knows that FSD is solved and is looking for new challenges.
What I want to see on 8/8 is the backend ride hail software. If they can demo that I think it will blow up the stock as Wallstreet could then see Uber and Lyft being eventually replaced by the Tesla robo-taxi network.
Now that the FSD AI is running on a neuralnet, growth will be exponential and (Elon himself had said each new update, every week, will have 3 new improvements) they should have V13 by May and a new version every month after that, which means by August (Robotaxi reveal) they should be into V15!!
@@balaji-kartha Nah, I don't believe that. FSD V12.3.3 is so close to being certifiable, not many revisions are required, and I don't see any major revisions before August 8th. Maybe V12.9? Tesla needs to accomplish 2 main things, both of which are relatively easy from here. First don't hit anything. In version 11 that was still a major concern, doesn't look like it in V12, but not quite 100% yet. Let's say this capability warrants the V12.4.0 designation. Second, implement a system to tell the driver when to take over in a timely fashion. That is if the vehicle is approaching a condition it knows it cannot handle, maybe blizzard conditions and it knows it is not safe to drive. Or one or more of it's cameras becomes obscured/non functional, or arrives at non-mapped private property/multi level parking where the driver has to take over. The point here is that the car has to deal with all emergency situations, but not all situations. I think it is not hard for Tesla to add this capability, and would be indicated by a dot release like V12.5, not a whole new number like V13. I think Tesla should be aiming for SAE Level 3 release for private owners and SAE Level 4 for robo-taxi. Level 5 (perfection, never requires a driver or any backup) is still years away.
@@royh6526 I don't blame you for being sceptical. We are wired to think linear, but AI is growing exponentially! Elon has said there now is no "compute constraint", which means the hardware issues are solved and the software is learning by itself. And I am sure, Elon will not release the Robotaxi unless it is Level 5 (more than a 100 times better than the best driver in the world!), and by then, yes it will be way past V13!
Anyways, the future is coming and we just need to wait another 4 months to see who is right! 👏👏💕
@@royh6526 - No way. 12.3.3 makes crazy mistakes all the time. I've two interventions that would have causes pretty bad wreck and I've had it drive over a large stick in the road.
Looks it's better than it was, but it's in way shape or fashion robotasi ready. My wife refuses to use it because of how slow and indecisive it is. It just annoys other human drivers.
@@johnfurr6060 Thank you for your personal input. I cannot afford a Tesla and have no personal experience, just going by watching some RUclips videos.
CYBERTRUCK is in the graphic !
Thanks, Dillon, great reporting as always.
Reuters should be investigated by the SEC for stock market manipulation.
I think a lot of people don't quite understand how AI learns. If you or I learn something, we may share that learning with friends or family but when the car learns something with the entire fleet so the learning curve becomes exponential. I actually feel like FSD has gotten better just in the last few days since the free trial started.
The version your car has is trained at Tesla and pushed to you. It doesn't do fine tuning, learning on the fly, but sends data back to tesla for large scale training on a new release.
I'm hoping that one day they will allow fine tuning n local areas for each car. That would make it much much better in the locations individuals typically drive, but for now thats not how it works.
well done, Dillon.
Abandoning the version with the steering wheel would be catastrophic for all the reasons you listed at 6:00 and on, and many more. They better not f**k this up 😬
Is Elon controlling Tesla or you?
OMG you would have to buy a 25K Ford instead. OMG!!!
Quicksilvers in Texas!!!
excellent overview 👍🏻
Cutting out Model 2 with steering wheels will be disastrous. Even though I love FSD, the regulatory and political hurdles will be huge and takes control away from Tesla. Having both Model 2s with and without steering wheels will be a worthwhile insurance policy.
You could always buy a Ford instead. Mae in Mexico of course.
Exactly. Even though we are several years away from next gen can surpass model Y yearly production. But I think we are even longer away in the EU for general robotaxi.
Tesla goal of 20 million/year I see only getting close if they can get the next gen out with steering wheel.
@@subwarpspeed What has the number of vehicles built to do with the number of steering wheels?
Sorry, but i do not understand the logic behind this.
BMW, VW or Toyota, Government Motors or Ford need those to be the same.
How stupid do you have to be to buy a car without a steering wheel, at least in the next five years or so? Just another Elon gimmick for attention.
@@wolfgangpreier9160 If you want to sell them in the EU, until the laws are adapted for FSD, you absolutely need the steering wheels. Otherwise, zero sales. And I suspect the EU is a pretty large market for what we currently call model 2.
Totally agree with your analysis.
Appreciate the in-depth research that you do for each of your posts. You sure are a hardworking youtuber 👏👏👏👍❤️
Well done. Please elaborate on Sawyer Merritt statement of "Trade-in of the existing VIN with FSD is not required". Where is that stated 'officially' on the Tesla web site?
3:40 Let Elon be Elon. Every leader has his own style. Elon has his. People will always try to make everything around them fit into their box. "Be more like this or that, (it would be easier for me)." It's not necessary. Elon has proven many times over that he sticks to his plans even when it's hard. He only cancels dead ends. - For me knowing that, is enough.
Tesla can't just pivot to making the $25k vehicle... Texas may have capacity for robotaxis because of the low volume, but new facilities are needed if millions of the non-robotaxi version are to be produced. Closing out options for doing both and adjusting the split as markets develop seems a more robust business strategy... stock market will punish the much higher risk robotaxi-only approach.
Yup, and Elon likes high risk.
Isn't that the point of giga mexico?
@@darylfoster7944 If they start building GigaMexico, then the robotaxi-only scenario is dead. But they haven't... yet.
People should remember, there should always be a manual override option for any car, called a steering wheel.
Have people not seen I Robot?
Good and very needed episode!
Reuters has done themselves a disservice here. Very poor quality journalism, even if they can claim plausible deniability. Lost all credibility as far as I’m concerned, and have become just another hit piece mill.
It's been a while that MSM have totally lost their credibility
I don’t see how it is a hit piece. There is just a fine line between “deprioritized to focus everything on the robotaxi” and “scrapped.”
Scrapped is an ambiguous word.
@@davidbangsdemocracy5455there is nothing ambiguous about the word scrapped.
They had to write and publish this article to safe their shorts.
@@davidbangsdemocracy5455Ah, so you have fallen to the words of the devil. Poor man. I pity you.
My Model S tanked a rear end fender bender in traffic with zero damage. It's unreal that the new Teslas are tougher than this one.
I wonder if they will use steer by wire for the Model 2. Would make sense from a manufacturing point of view as the two versions would be identical except just not including the steering wheel, making it even cheaper.
The only difference could be a control model on the center console.
Steer by wire is irrelevant
@@MegaWilderness It's not irrelevant! If the car has no steering wheel, why would you want to include a steering column; it makes no sense. It would be most definitely steer-by-wire. And, if they make the M2, they'd keep the SBW.
@@timower5850 A robotaxi is not dependant on steer by wire which means that all current Teslas built can be robotaxis, therefore it's irrelevant and not a dependancy
@@MegaWildernessFreedom is irrelevant. Second rule of the borg Universe.
Thanks!
even CBC is attacking with comments turned off!
Canadian auto industry is over except for Magna. Neither Tesla nor BYD has any plans for any assembly plant in Canada. Ontario is in free fall. In 20 years it went from 60% to 15% of the North American industry.
They dislike Community Notes.
CBC is government funded garbage
Reuters has had it in for Musk for some time now. The pattern of putting everything about his companies in the worst possible context is obvious.
I've seen several false stories about Tesla over the years from Reuters. I literally trust nothing they publish because of this.
I can't shake that Reuters article forced Tesla to make the robotaxi announcement 😑
There is more here. I just haven't figured out. 😏
Maybe the story is true. Sometimes the simplest explanation is the best explanation,
@@tatata1543 Agreed
Roto-Reuters should start a solid-waste processing business...
Meanwhile, gigaMexico factory progress has receded so far into the mist that one needs x-ray vision to see it.
If the Reuters story was such a big deal, why wait until April to report on information from Feb and March?
Short tesla
You da man Loomis!!!
Hey Dillon, I much appreciate your nuanced take on Tesla and EM! Headlines are just like bubbles that go up in air… 😂
Excellent assessment.
Demountable Steer by Wire seems to fill in the blanks.
I know of so many people over here in France that after trying a Model Y told me they would buy it right away if only it was either a) smaller and b) cheaper which the very definition of a "Model 2" supposedly. It would be a folly for Tesla to not build it.
can Tesla build some tunnels foe Baltimore?
How hard would it really be to add a stearing wheel? It better have a wheel.
8/8 ❤
Today was so wild! Also, what is the significance of 8/8?
Good question. Maybe he could have chosen a date that wasn’t so Hitlery? Or not. Maybe that’s important.
Eight is considered the most auspicious number in Chinese culture. Elon tweeted in response to someone pointing this out:
"8/8 year of the dragon".
8 is a lucky number
8:46 ☮️
Great video Dylan. Very thorough and thoughtful! I believe it will take some time before everyone is convinced to use a self driving car or Robo-taxis. Many have not yet adopted the idea of EV's over ICE.
When did you film this
You are Welcome! 😎
Stil have no idea how FSD will be good enough for RoBoTaxi. even if FSD work 99.9% of the time and the 0.1% mistake result in death or serious accident what 'd happen? Surely they will shut down FSD immediately. Now FSd only work correctly maybe 90% at Max.
In the USA there are about 117 deaths from auto accidents per day. If a robotaxi drops that rate in half insurance companies and NHTSA will all be on board. Yes people will freak out when an accident happens, and they will, but if the overall death rate drops with FSD usage it won't really matter what uneducated individuals think.
Hi Dillon Loomis 🙂🎉
Roll on. Keep the sanity alive.
My 2022TM3LR is still on V11.1 I get no FSD. SAD.
We all don't live in cities. Robotaxi sounds great but what about the rural community.we need to be a protected class of people.
Great place for solar farms feeding robotaxi chargers
🔥😎🔥
The delay might be due to new batterie chemistry adding significantly more autonomy. Something that might explain other vendors moving back to hybrid until massive production starts.
No steering wheel? Drive by wire, attachment point on the instrument panel under the airbag point. Produce drive by wire steering wheels w/airbag as a service center add on.
Note the EST on the prices for the Cybertruck. Makes me fear that prices will increase and the AWD version will not be eligible for the federal tax credit. I am an early reservation holder and do not want to pay the premium for the Founders Series. Prefer the AWD with a tax credit. Really not happy that my very early reservation is not worth much.
Well this was a packed episode. Lets digest it well and get ready for takeoff
So… no more model 2?
This platform, is it the ‘unboxed’ production method? Benefiting from the likes of; a small paint shop, Optimus/Human assembly, Starlink data onboard, and FSD?!
We all should ensure fsd has enough time to develop fully before launching world wide. It will come but we should not rush it 😊. Be patient investors and tesla bulls
"we all" don't have a say in this what-so-ever. Elon likely agrees with you tho.
Can you decrease the sound of the transitions? t's pretty loud when you hear the show with headphones.😅
I'm not a candidate to buy/lease FSD but I own the stock... They have got to have a lot of confidence in where they are with FSD to be talking about it so much, and affecting actual MFG plans, if the rumor/exchanges can be trusted. I'm personally more interested in Semi, BESS, charging (wireless and interop with others via SuC) and maybe some efforts to generate some of their own electricity off-grid to control cost of charging so BEVs remain a compelling per mile option whilst others raise the power costs trying to either negate BEV, sell HEV and PHEV... There's a market there if someone can package it with low footprints.
Doesn't Google already have a robo taxi?
It's a very expensive party trick
Why does everyone say “Model 2”? It better be model A and model R for robotaxi. The lineup is then S3XY CAR. Hopefully Tesla gets the rights to the A and R names.
If Tesla can produce a level 5 robo-taxi they will likely restrict them to geo-fence them in a few cities and then expand as they prove themselves.
One week with FSD demo. Impressive but makes way too many mistakes to be autonomous. It has signaled, then ignored the routine, normal highway exit i need to take to get home 6 times now. I just told it to go to Pizza Hut and it turned into the Dollar General parking lot next door instead. It can't find its way out of parking lots and it can't turn into my driveway. It's got a ways to go yet.
Manufacturing and battery capacity are issues in the short term 1-3 years for Mass market 25k car
I love using FSD, but I will never want to ride in a Robotaxi everywhere I go. Will always want/need a personal vehicle. I hope it will continue to be a Tesla.
A robotaxi is not practical for people who need to carry work related stuff every day.
Considering the gap between robotaxi profitability and selling cars, Elon would be nuts to not prioritize Robotaxi, assuming FSD is up to the challenge. Robotaxi is also a safer bet if you are thinking the AI apocalypse might cause some economic chaos in the next few years, as unemployed people don't tend to buy cars.
Model 3 just two more price cuts away from becoming Model 2.
Ryan keeps click baiting, even though overall good info, thank you for not click baiting..
I think some people really enjoy giving the media false information.
I used to like doing this at my company, there were two people who always spread the word about everything they heard.
Or the media is so pathetic that they just make up stories - like Gossip newspapers
Doesn't it violate company policy to leak info from private meetings?
@@darylfoster7944 sure, that's why informants are kept anonymous... or as a journalist you simply make up a story.
I think that pushing out a robotaxi is what is needed at this point in FSD. I think the test bed is Las Vegas! First underground then above. It is already being done. Then the airport loop when ready. It might have wireless charging? Advantage Tesla at getting into the suburbs if they move quickly. The quicker it happens the sooner FSD will be allowed by the powers that be. Will free up some batteries for megapacks while the Nevada plant expands. Someone has to come up with the robovalet for carrying bags.
Unveil means pulling off wrap sheet of some prototype car onn stage like cybertruck and forget about it for years?
I’m all about ownership. So the $25K with a steering wheel is key for me in the current interest rate environment.
They can misinterpret but then they shouldn't post headlines that Tesla bas scrapped plans for low cost car as a matter of fact without getting some pushback. Cancellation of an imprtant program like this has a huge impact on the stock. The fact that they were corrected by Elon tells us that they didnt get the context right, at least not all of it.
It's possible that Tesla might be priotizing robotaxis for now over the consumer mass market car but that doesnt mean the program has been scrapped.
2 questions: why use a yet unseen small platform for robotaxis rather than something like the Toyota Hiace, a double sliding doors, sit 6 comfy and their travel luggage type of vehicle? Imagine a family of 4 coming out of the airport and the only taxi available is a small 4 seater with a carry on size trunk...
2. FSD 12.3.4 is leaps better than 11, but isn't it still a long ways from full self driving (0 mistakes)? And has Tesla even applied for level 3 (let alone 4 and 5) federal approvals which will take many months (years? Imagine, no steering wheel..).
8:08 on 2024-08-08, Model 8 revealed. Look in the Frunk: I’ll be in there ❤
Robotaxi each will worth at least 100k, why would you sell it for 25k
👍
a TBM shouldn't take 2 - 4 weeks to cover that short distance, i thought tesla tbm's were meant to be quicker, or is it, the tunnel will be fully operational in 2 -4 weeks, now that would be quick!
Can you buy the Robo taxi
……… if u got enough money……… everything is for sale
Tesla needs to ID the leak and deal with it.
Why wouldn't Robotaxi and Model 2 be the same thing, except that one has a steering wheel? Steer-by-wire should make that an easy conversion at the factory. Optimization of the taxi could come in a 2nd or 3rd iteration, once a market has been solidified.
Robotaxi’s technologies will likely be very difficult for Tesla’s competitors to copy, further establishing Tesla’s moat. Tesla’s next generation platform $25K car will likely include many technologies that are readily copied by their competitors, creating a shark feeding frenzy instead of a moat. So likely Tesla is going to do Robotaxi sooner and next gen later.
They will both have steer by wire and 48v, not to mention the unboxed process. The Chinese will copy it, just like they copied giga castings, but the American OEMs will take years to catch up.
@@darylfoster7944 Even Chinese OEMs will have challenges copying FSD.
The Model 2 has always been referred to as the Robo Taxi by Tesla internally. I would not read anything more into this article.
I just want to remind everyone that Elon said things are only going to get worse leading up to the general election. Unfair? Of course it is unfair. But that’s the world we live in today.
How many countries will the robo taxi be released ? Highest probability ONE the US. The need for the $25000 car can be released worldwide justifying the cost to produce and new factories.
Let Elon know I have owned Tesla’s and its stock since 2014. I am a big supporter. I am feeling deceived by fsd. I live in Nice france.
LOL
Whydoes Reuters have such a bad hard on for Tesla. The answer to that question would be very interesting and revealing to know. Anyone have any clues?
Elon doesn't follow the one true narrative.
ELON ketamine inspired zag zig in opaque shifting stories from week to week.
It's possible they realized making a $25k model y made more sense applying new manufacturing technologies they've worked on. The vehicle capacities and performance makes more sense all around.
Speculation, Elon keeps them guessing!
EV Mr D ✔️🖖🌎 I got phone alert about the cancellation.I read it immediately as total BS!
Bear Bonfire
Short Burn
😅😅😅😅😅😅😅
So if there is only going to be abrobotaxi then existing teslas may massively increase in value.
Tesla has mixed messaging of Robotaxi that causes confusion. If they want to make Robotaxis without steering wheels and pedals, they are only selling them to themselves as an internal transfer to its own taxi business. No taxi or Uber service would want a car that cannot be sold without a steering wheel and pedals. Tesla would be leaving money on the table since consumers would want to buy a $25K economy car. The alternative is making the Model 3 cheaper with a few changes (no glass sunroof, adding a hatchback) including adding a compliant battery to qualify for federal incentives.
The profit from a robotaxi outweighs profit from selling it as a regular car. Ark invest has modeling on how that could pan out. And especially in the start the production cost of it ought to be higher so they would sell a car with low/negative profit. Instead having them go out earn money makes sense.
I do personally want both to be produced.
@@subwarpspeed That’s just pie in the sky. The risk is it just doesn’t work. Then it has inventory that sits on numerous lots and can’t be sold because no one wants a car without steering wheel and pedals.
10:10 I don't think your confused... but you seem to be "accidentally" implying that a cars collision safety rating somehow made a falling 3 ton crane crush empty side of the car. 😅
I have very little confidence that Tesla will ever solve FSD. My concern as a shareholder is that at some point Tesla is going to have to issue a significant amount of refunds. I've driven v12 and found it unreliable. Failing to make lane changes, false braking, etc. Even if it is statistically safer than humans, I prefer to die while driving myself instead of being a statistical anomaly. The future value of Tesla is in energy.
You could make the same argument about flying. It's safer than driving but you could end up as a statistical anomaly.