Hardly wait for robotaxi, My wife says she cant drive my Model Y , screens too big, too distracting, so when FSD full unsupervised comes out I can say dont worry hon you dont have to drive it, it will drive itself, just punch in the address and hit the on screen virtual button to go !!!
Tesla still needs to concentrate on edge cases… Chuck Cook’s FSD crashed on a routine road trip and he had to reset the DAS system to get it going again! His unprotected left turns are still too slow and cause oncoming drivers to brake. It still cannot reverse out of dead ends reliably. On narrow roads with oncoming traffic it just stops instead of backing up. The sun shining directly on the camera results in an FSD abort. This is on FSD 13.2.4. The FSD team really need to ramp up training on edge cases. I’m all for FSD but these edge cases really raises doubts.
Jumping in at 46:00 the semi $$ is definitely not just 50,000 semis x 400k each equals. There will be money to be made with the charging infrastructure, each company is going to want on-site charging solutions that will be sold and maintained by Tesla.
I love that Nick says what he thinks and doesn’t feel that he has to agree with what the others are saying. He is keeping things real instead of just being a TSLA cheerleader.
Well I have never heard Herb ever give a negative comment about TSLA. And for him to give credibility to Musk retweets is ridiculous. Usually Musk retweets are complete BS and misinformation.
Mass-manufactured low-cost solar-powered tiny houses with Octovalve biowarfare filtered environmental systems, super sturdy fire-resistent materials and Starlink internet plus LOTS of batteries.
That's exactly what I'm thinking. Why would they want to sell or lease any bots to someone else when they can use bots to build their own bots and only sell them or lease them when there's obvious oversupply.
Nick seems pretty unprepared, he argues things with false assumptions. It's quite funny how he states his opinion based on false statements and false assumptions of his ;D
Overconfident Because he is young. That thing Nick had with Brian about Biden doing things at end of his presidency is unprecedented. If you just use Grok or ChatGPT the AI Will factcheck it in a minute. The AI will tell you its normal. Like Brian said. During the lame duck period presidents can do controversial stuff: Legacy building, no electoral pressure (re-calculations to limit the damage by the incoming administration.
IMO Licensing FSD will prove a WASTE of time and energy for Tesla... The legacy OEMs CEOs, and their "culture" will FAIL in implementing FSD even if "handed to them..." It will DISTRACT and drive Tesla crazy 🤪
I do enjoy your weekly discussions, guys, and very much look forward to the near future when you can add Life With Semi as well as all sorts of Autonomy Tales. Just imagining your opportunities for interacting with Optimus at work and home is exciting, as are the possibilities for Grok Copilot in cars and Cybertrucks. Sure hope you have a Great 2025 because if You do, We will too.
Bot autonomy is easier to deploy than cars because of the safety factor. If bots make a mistake, the failure is not as serious as an automobile mistake. They can continue to refine the bots as they are deployed. Not true with cars/FSD.
FYI: In March 2022 Elon said that he’d be shocked if his company’s Full Self-Driving technology wasn’t “safer than a human” before the end of the year. Maybe that accounts for his current behavior…
We have to remember that Elon is just a man and he is also learning and getting better with predictions and timelines as more thing are happening along the way :))
Brian U said that U don’t follow politics, but then U argue with Nick who does follow politics closely??? Trump has MANY (good) presidential Executive orders ready that he will sign on day 1.
Tesla investors have the ability to buy a new model! I am in that camp! I want a model Y Juniper to replace my 2020 model Y when available & I am buying a CyberTruck when the Non Founders Beast is available in Canada. Tesla has made me a millionaire and I am only going to sell a small amout of my stock. I plan on financing both to allow me to leave my stocks alone. Tesla is just getting started and I am confident that later this year the stock is going to almost double and then 👆 from there in 2026. 🇨🇦😎💎🙌TESLA 2556 STOCKS 💪68 Retired but not Tired!
Herbert , why do you say easy to start robot taxi in 20 city in next year is easy?? There is no exist the wireless charging network, unknown locations, regulations, level of fsd. Im sure Tesla is going to prepare everything, but we dont really know any details😢
Those people who doesnt have car will use robot taxi at first. If Tesla will start volumenproduction and not selling the cybercab, than theirs cash will reducing very fast. If 20k to produce one cybercab, how much time need to earn back this 20 to Tesla?
future Brian - go to past Brian, look if a sitting president ever pardoned 8000 criminals weeks before leaving office. bring back results to present Brian
Thanks guys! Right’s law.. Right? (point not made yet) Maximum 3 rights? per person per video, if you have made a point (piint made), right? If using rights? without making a point, only get 1 or 2 of those, right? Life is too short to listen to rights all the time, right? Thank you and I love all 3 of you guys ✨Cheers
Nicks early take on rates is an elementary view - this is something considered a lowest-common-denominator macro sentiment. Everyone knows this. The discussion at hand is about the new Y selling a versus all other cars, thus eliminating the need to discuss macro elements. Engineer's and economists are very different ;)
If you were Elon, would you ever take full responsibility for the “drive”? OR would it be more wise to continue supervised and selling FSD with continued improvements?
Brian's right - standard OP for outgoing admin to do whatever they can even if they might be reversed. Nick is not old enough to have an informed opinion on this issue.
Herbert, you need a small tree behind you
Haha...Herbert has tree envy.
Don't you see the small green plastic plant in the upper left corner? He's solid. lol
Comment of the year thus far 😂
😂😂😂
They each have one happy plant.
The Model Y Refresh is a banger - superb improvements, just like the Model 3, which is a near perfect car. Bravo, Tesla engineers 👏
Hardly wait for robotaxi, My wife says she cant drive my Model Y , screens too big, too distracting, so when FSD full unsupervised comes out I can say dont worry hon you dont have to drive it, it will drive itself, just punch in the address and hit the on screen virtual button to go !!!
You mean tell Grok the address and to drive there.
Nick Gibbs is the most intelligent, level-headed, knowledgeable and based-in-reality Tesla “analyst” I see from all the channels I watch.
It’s good to hear a variety of opinions, and his take is genuine.
You need to watch more channels....no disrespect to Nick - he does add value to the space.
“Brian White from Future AZA!!!!”
It looks great! Going to sell like hotcakes. Looks do matter and they nailed it
Here in japan the power wall will be sold in a electro store . So not direct to customers, may the will boost the sell of batteries
Tesla still needs to concentrate on edge cases… Chuck Cook’s FSD crashed on a routine road trip and he had to reset the DAS system to get it going again! His unprotected left turns are still too slow and cause oncoming drivers to brake. It still cannot reverse out of dead ends reliably. On narrow roads with oncoming traffic it just stops instead of backing up. The sun shining directly on the camera results in an FSD abort. This is on FSD 13.2.4. The FSD team really need to ramp up training on edge cases. I’m all for FSD but these edge cases really raises doubts.
Jumping in at 46:00 the semi $$ is definitely not just 50,000 semis x 400k each equals. There will be money to be made with the charging infrastructure, each company is going to want on-site charging solutions that will be sold and maintained by Tesla.
Call me crazy but actually LIKE both Y designs... Owed a Y prior to getting my X.
You’re crazy.
Are they using the electronic dampers like in the new model 3?
I love the new look and just purchased a model y in December
I love that Nick says what he thinks and doesn’t feel that he has to agree with what the others are saying. He is keeping things real instead of just being a TSLA cheerleader.
Well, I assure you. Herb and his guests are not “cheerleaders” for TSLA…
Well I have never heard Herb ever give a negative comment about TSLA. And for him to give credibility to Musk retweets is ridiculous. Usually Musk retweets are complete BS and misinformation.
Mass-manufactured low-cost solar-powered tiny houses with Octovalve biowarfare filtered environmental systems, super sturdy fire-resistent materials and Starlink internet plus LOTS of batteries.
I’d like to see a cheaper Cybertruck made out of something other than stainless steel
New Model Y looks very American. I like it
Elon just confirmed Optimus bots have been already working in Tesla factories on Farzad's post :)
That's exactly what I'm thinking.
Why would they want to sell or lease any bots to someone else when they can use bots to build their own bots and only sell them or lease them when there's obvious oversupply.
Nick the fact checker! Good on you Nick!
He got the presidential actions thing wrong though, they all do that
Nick seems pretty unprepared, he argues things with false assumptions. It's quite funny how he states his opinion based on false statements and false assumptions of his ;D
Overconfident Because he is young. That thing Nick had with Brian about Biden doing things at end of his presidency is unprecedented.
If you just use Grok or ChatGPT the AI Will factcheck it in a minute. The AI will tell you its normal. Like Brian said. During the lame duck period presidents can do controversial stuff: Legacy building, no electoral pressure (re-calculations to limit the damage by the incoming administration.
I agree. Herbert should not invite Nick.
He should get Jo Bhakdi-- smart guy and has his own YT channel. Nick seems in over his head.
41:44 I see your eye roll; add mine :-)
We're all in Tesla stock and have bought five Teslas and we can hate a dictator at the same time. Jeannine
Couldn't Semi trucking FSD effect DOT long haul rest requirements before total roboSemi trucking?
Thank you gentlemen
I agree with Nick, That payment must come down for most people.
Stock price could go either way following the earnings call. Depending on the guidance.
I agree announcing 2 new Megapack factories make sense this year
So Bryan doesn't follow politics but knows that what Biden is doing is precedented 😅
core inflation - Fed favorite indicator was 0.2% and not 0.3%
The competition is coming
Where?
IMO Licensing FSD will prove a WASTE of time and energy for Tesla... The legacy OEMs CEOs, and their "culture" will FAIL in implementing FSD even if "handed to them..." It will DISTRACT and drive Tesla crazy 🤪
I do enjoy your weekly discussions, guys, and very much look forward to the near future when you can add Life With Semi as well as all sorts of Autonomy Tales. Just imagining your opportunities for interacting with Optimus at work and home is exciting, as are the possibilities for Grok Copilot in cars and Cybertrucks. Sure hope you have a Great 2025 because if You do, We will too.
Love it. I'm getting one.
Announce a CyberSUV; would sell like hotcakes. Consider Rivian's R1T is outsold by the R1S by a factor of two, maybe three.
Can't wait for fsd. Will save me many hours a month, not having to be the family driver.
Bot autonomy is easier to deploy than cars because of the safety factor. If bots make a mistake, the failure is not as serious as an automobile mistake. They can continue to refine the bots as they are deployed. Not true with cars/FSD.
FYI: In March 2022 Elon said that he’d be shocked if his company’s Full Self-Driving technology wasn’t “safer than a human” before the end of the year. Maybe that accounts for his current behavior…
We have to remember that Elon is just a man and he is also learning and getting better with predictions and timelines as more thing are happening along the way :))
Brian U said that U don’t follow politics, but then U argue with Nick who does follow politics closely???
Trump has MANY (good) presidential Executive orders ready that he will sign on day 1.
Tesla investors have the ability to buy a new model! I am in that camp! I want a model Y Juniper to replace my 2020 model Y when available & I am buying a CyberTruck when the Non Founders Beast is available in Canada. Tesla has made me a millionaire and I am only going to sell a small amout of my stock. I plan on financing both to allow me to leave my stocks alone. Tesla is just getting started and I am confident that later this year the stock is going to almost double and then 👆 from there in 2026. 🇨🇦😎💎🙌TESLA 2556 STOCKS 💪68 Retired but not Tired!
Herbert , why do you say easy to start robot taxi in 20 city in next year is easy?? There is no exist the wireless charging network, unknown locations, regulations, level of fsd. Im sure Tesla is going to prepare everything, but we dont really know any details😢
When robotaxi comes out and people don't need a car, sales will tank.
And they will make trillions 😂
Many will still want cars.
Those people who doesnt have car will use robot taxi at first. If Tesla will start volumenproduction and not selling the cybercab, than theirs cash will reducing very fast. If 20k to produce one cybercab, how much time need to earn back this 20 to Tesla?
tesla make more money keeping their ev as robotaxi than selling ev to public.
Sales of cars that can't do FSD
How long before the bots get dangerous jobs like fire fighter, policemen, and soldiers?
Model Y will take sales from other cars
Tesla has advantage in auto bidder software for megapacks
BRIAN💪❤ I have a marketing idea... Lets give free BarBQ at new midwest Tesla dealer stores 😉
future Brian - go to past Brian, look if a sitting president ever pardoned 8000 criminals weeks before leaving office. bring back results to present Brian
Who’s the twit with the backwards cap that is damn near fellating the fascist?
Thanks guys! Right’s law.. Right? (point not made yet) Maximum 3 rights? per person per video, if you have made a point (piint made), right? If using rights? without making a point, only get 1 or 2 of those, right? Life is too short to listen to rights all the time, right? Thank you and I love all 3 of you guys ✨Cheers
12.6.1 doesn’t count until I get 12.6.1. (I really want 13.x!!)
Nicks early take on rates is an elementary view - this is something considered a lowest-common-denominator macro sentiment. Everyone knows this. The discussion at hand is about the new Y selling a versus all other cars, thus eliminating the need to discuss macro elements. Engineer's and economists are very different ;)
ask Grok "what major policies did trump pass in his last month of being president" all good things.
He tried to overturn the election. And we are not talking about legislation here, we are talking administrative actions that can be reversed.
The potential of XAI105e is huge!
If you were Elon, would you ever take full responsibility for the “drive”?
OR would it be more wise to continue supervised and selling FSD with continued improvements?
This episode made me cringe hard. I’m going to need to skip some future videos to recover.
I can't believe Elon actually got into this with XAI105e
wen Nick and Brian cage match?
Nick sounds like a Short for Profits sake.
Thank you gentleman.
Brian's right - standard OP for outgoing admin to do whatever they can even if they might be reversed. Nick is not old enough to have an informed opinion on this issue.
No. This corrupt regime is doing things no one else has done.
Ridiculous things - blanket pardons. Lawfare.
Just watched your video on XAI105e! The buzz from Elon Musk’s podcast has me hyped!
Tessa said unsupervised is gonna be here in two or three weeks. I don’t know why you keep saying next year
BYD Will dominate not Tesla
Seagull to Yangwang of BYD vs
Model 3 Y X S of Tesla
Compitition is good for consumer
Are they profitable yet? 😂
@drewnight3944 🤣🤣🤣
2024
Brian is a liberal Democrat from Oregon. Enough said.
NICK, YOU STILL LOOK THAT YOU WORK AT A PIZZA SHOP, ESPECIALLY WITH YOUR HAT ON BACKWARDS. HOW CAN ANYONE TAKE YOU "NICK SERIOUSLY
Unlike someone who types all caps.
Just watched the Lex Fridman podcast with Elon Musk, and I’m convinced XAI105e is the next big thing!
Looks lame
Consolidating here at $420 then next big move and consolidation area will be $690.
Your insights on XAI105e were exactly what I needed! Elon Musk’s podcast made it even clearer!
The hype around XAI105e is real! Thanks for the insights, especially after Elon Musk’s podcast!
Man XAI105e has been blowing up recently haha
Literally nothing compared to XAI105e
The future looks bright for XAI105e! Appreciate your guidance and Elon Musk’s vision!
I’m all about XAI105e now! Thanks for the awesome insights and the push from Elon Musk!
Eventually XAI105e will beat BTC and ETH because they have AI tech which scales by itself and needs less power consumption
I’m so glad I found your channel! XAI105e is definitely on my radar, especially with Elon Musk involved!
Just bought my first XAI105e tokens! Your video made it clear this is a must-have in my portfolio
strong movement on XAI105e!!
All these recent news make me realise there's nowhere for XAI105e to go other than up.
The potential of XAI105e is unreal! Elon Musk’s insights on Lex Fridman’s podcast were a game changer!
XAI105e forever!
Your analysis of XAI105e was spot on! I’m ready for those 10x gains, especially with Elon Musk backing it!
I love how you broke down XAI105e! Elon Musk’s vision makes it even more exciting!
I can’t believe I almost missed out on XAI105e! Thanks for the heads-up, especially after Elon Musk’s interview!
I love how you broke down the XAI105e project in your video! Can’t wait to see it skyrocket!
I’m all in on XAI105e after seeing your analysis! This could be a game changer!
XAI105e will easily get in the top 10
I love how you explained the potential of XAI105e! Elon Musk’s insights make it even more exciting!
Can't believe I almost missed out on Solana and XAI105e! Thanks you!
Ignore XAI105e and cry later
Just watched the Lex Fridman podcast with Elon Musk, and I’m all in on XAI105e now!
Lol Elon said something about this XAI105e when he talked to Lex I recall
Your video on XAI105e was a game changer for me! I’m ready to invest, especially after hearing Elon Musk!
Just bought XAI105e after watching your video and hearing Elon Musk’s thoughts on it!
XAI105e is definitely on my radar now! Appreciate the insights from your video!
Just invested in XAI105e after hearing Elon Musk discuss it! Excited for the future!
I’m all in on XAI105e! Elon Musk’s vision for it is inspiring!
Just watched the Lex video on XAI105e, I think this will be the next big thing like Tesla!
I’m so pumped about XAI105e! Your video and Elon Musk’s thoughts on it have me excited!
Just watched your analysis of XAI105e, and I’m feeling bullish! Elon Musk’s podcast was a great addition!