Everything Elon Musk Said At Tesla's Q1 2024 Earnings Call

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Farzad

Farzad

Ай бұрын

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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
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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Пікірлер: 196
@motarski
@motarski Ай бұрын
If you ask the wrong question, then the right answer is impossilbe
@BradZook
@BradZook Ай бұрын
Thank you SO MUCH Farzad for doing this! I rely on these cut up videos from you.
@Joe44944
@Joe44944 Ай бұрын
My goodness, this seems to me like when Steve jobs unveiled the iPhone.
@DanRibar
@DanRibar Ай бұрын
So glad Elon was upbeat and positive yesterday. It's a lot easier to be all-in with TSLA when you have a leader to believe in. Thank you Farzad for putting this together.
@Johnny_Savage
@Johnny_Savage Ай бұрын
where do you see a leader? this guy is on twitter 24/7 and comes back to the company once every two years just to lay off some thousands of people
@Dommct
@Dommct Ай бұрын
share price down nearly 50% this year.. what a great leader!
@andrewsaint6581
@andrewsaint6581 Ай бұрын
​@@Johnny_Savageyes, pull up the weeds. Have you ever worked with people slower and or less efficient than yourself? Also last time at Xtwitter what happened? Fb, Google and lots of others copied him but we forget don't we. Google it. 😉
@andrewsaint6581
@andrewsaint6581 Ай бұрын
​@@Dommcthow's Mary Barra done while she's been promising stuff at gm? Ps Mary Barra CEO and Mark Royce President have each sold more shares in the last three years than they currently hold in gm. SEC filings. Stock buyback while selling before retiring? Move along, nothing to see here.
@MaximGhost
@MaximGhost Ай бұрын
That wasn't "Upbeat Elon" That was "Chip-On-His-Shoulder Elon" ... which is EVEN better than Upbeat Elon.
@daloriscutone6380
@daloriscutone6380 Ай бұрын
My car drives me around by itself. I love my car and I still believe in the company. I hope we dip close to $100-$120 again. I wanna load the boat. Apart from Tesla what would be the best 5 etfs for a beginner
@amgengroup5352
@amgengroup5352 Ай бұрын
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 2.5m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k. handed it to a trader here in CA, I get weekly pay out which I put back on long term ETF's. Google will be a huge buy for me when the market bottoms.
@daloriscutone6380
@daloriscutone6380 Ай бұрын
Good picks, Smart strategy for beginners, Please share this Expert with me.
@amgengroup5352
@amgengroup5352 Ай бұрын
She is Katherine Elizabeth Humphreys look her up online
@harlibassham8187
@harlibassham8187 Ай бұрын
I've known Kath since my early days as an investor. She trades for me and advised me to diversify dividends to 50% FXAIX, 25% SCHD, and 25% QQQM, which has been great. I highly recommend her.
@jasminemccumber4694
@jasminemccumber4694 Ай бұрын
Katherine !! I know her from my early days as an investor. She's brilliant and patient. Many of my colleagues have worked with her, and I highly recommend her.
@tiyw6980
@tiyw6980 Ай бұрын
Farzad, I want to vote to reaffirm Elons pay. He’s the only reason I’m invested in Tesla. But I can’t find out how to vote or when to vote? I called my broker and they didn’t see any shareholder notice for this vote? Where, and when, and how do I vote. I’m worried if it’s this hard for me, other people won’t be able to find out how to vote to affirm his pay either
@jstitt13
@jstitt13 Ай бұрын
My fav line of it all…. “We’re putting the actual auto in automobile.”
@DaxVJacobson
@DaxVJacobson Ай бұрын
This must have been excruciatingly hard to do! Thanks!
@ccmurray7054
@ccmurray7054 Ай бұрын
For real! Appreciated!
@dksculpture
@dksculpture Ай бұрын
Yes, if he didn’t use AI.
@farzyness
@farzyness Ай бұрын
It's a lot quicker when all you've done for the last 2 years is editing.
@anthonyballog8026
@anthonyballog8026 Ай бұрын
​@@farzynessthank you for all your hard work. Also, thank you Elon for this incredible opportunity. My grandmother said long ago not keeping up with the times is a sign of ignorance. People have no clue what is happening.
@erickessler6094
@erickessler6094 Ай бұрын
​@dksculpture haha, Farzad, Is AL an intern in your office. 😂
@tuttappanna1
@tuttappanna1 Ай бұрын
I love Tesla cars just can't afford one , so far I have 4 shares on Robinhood, thanks Elon
@thomasoneill7365
@thomasoneill7365 Ай бұрын
Simply brilliant Farzad 👍
@Pikminiman
@Pikminiman Ай бұрын
I was hoping someone would upload exactly this, so I waited. Thanks for saving 68% of my time~
@MrFilip94
@MrFilip94 Ай бұрын
I FKN LOVE how Elon is the only CEO in the world who quickly sidelines into how many cells/bacteria a human is made up of! Grade A stuff hahaha!
@howardzhao6201
@howardzhao6201 Ай бұрын
And at the same time, making fun of acronyms like GPU and IRA😂
@korik79
@korik79 Ай бұрын
Love these super cuts. Thank you!!
@RawandCookedVegan
@RawandCookedVegan Ай бұрын
Great editing Farzad, Elon is the one we really want to hear.
@ChrisDaubitz
@ChrisDaubitz Ай бұрын
Awesome thank you Farzad!
@Ankur10798
@Ankur10798 Ай бұрын
We can always count on Farzad, if we miss anything Tesla/Elon. Thanks man.
@River313
@River313 Ай бұрын
Thank you for this 🎉
@macioluko9484
@macioluko9484 Ай бұрын
Thank you for the great edit!!!
@stefanlittauer9365
@stefanlittauer9365 Ай бұрын
Excellent. Thanks Farzad
@lukwaikit
@lukwaikit Ай бұрын
The best earning highlight videos I got. Thanks for doing it ❤
@RB-co8hl
@RB-co8hl Ай бұрын
Thank you Farzad you always fill us in. Thanks again for doing this Thank you for filling us in
@luismoya5268
@luismoya5268 Ай бұрын
Thanks for the video
@ericdelevinquiere9902
@ericdelevinquiere9902 Ай бұрын
I love when a plan comes together!
@TheOukeren
@TheOukeren Ай бұрын
Thank you Farzad! Much appreciated 🙏
@SwamiShailendraSaraswati
@SwamiShailendraSaraswati Ай бұрын
Thanks a lot for the great edit. ❤
@kassidylane
@kassidylane Ай бұрын
Great edit!
@Farken_JacksFacts
@Farken_JacksFacts Ай бұрын
Thanks mate for this. Makes it soo easy to get all the Tesla info I need. Especially having it all cut up to all the important stuff.
@sanjayraajarajagopalan1674
@sanjayraajarajagopalan1674 Ай бұрын
Thanks for doing this, Farzad
@jackknightsbridge5232
@jackknightsbridge5232 Ай бұрын
People who ask questions and Elon were on totally different planes of consciousness 🤣
@jimparr01Utube
@jimparr01Utube Ай бұрын
Thanks Farzad.
@Luisesquena
@Luisesquena Ай бұрын
The Henry ford story evolving for EV’s
@eamonshields2754
@eamonshields2754 Ай бұрын
Great talk. Tesla is a sleeping giant
@byronchurch
@byronchurch Ай бұрын
Wow ! Thanks for that !
@UNCIVILIZE
@UNCIVILIZE Ай бұрын
Excellent!
@iditarod4081
@iditarod4081 Ай бұрын
He didn't admit it but it sounds like he's shifting his workload back to Tesla from SpaceX.
@strengthaxlesystem
@strengthaxlesystem Ай бұрын
would have been nice to see a m3p event with the earnings call
@bzzt88
@bzzt88 Ай бұрын
I’m just laughing at how Elon cuts through all the crap! 😂
@highlanderapparel
@highlanderapparel Ай бұрын
Thank you, farzad, the Highlander.😊❤
@neightarch
@neightarch Ай бұрын
If only he could speak this well streaming thoughts
@ExecutiveZombie
@ExecutiveZombie Ай бұрын
I speed up people who are phenomenal at speaking because the best speakers take their time. It’s just I’m in a hurry… lol
@SpaceDad42
@SpaceDad42 Ай бұрын
His brain is many steps ahead of a normal human.
@FirstLast-fr8jk
@FirstLast-fr8jk Ай бұрын
I didn't understand why instead of saying something like "Tesla believes pure EVs, not hybrids is the way to go" say because it's not the best of both worlds, it's the worst. Why lug around the gas and engine and be less efficient? As well as when driving on gas you are less efficient because you are lugging around a battery and more
@FirstLast-fr8jk
@FirstLast-fr8jk Ай бұрын
We all know this but most don't understand this.
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
Just look at the data for fire risk after an accident. Hybrids are the worst, cause they’re not optimized for either technology.
@stefanpredl6849
@stefanpredl6849 Ай бұрын
i want a tiny fuelcell for heat would be funny to mock others
@PeteNPiano
@PeteNPiano Ай бұрын
Quite simple, you can stop and get gas in 4-5 minutes and generally get more range from that 4-5 minute stop than 30 minute stop in an EV. Now that PHEV are starting to push 18+kwh batteries and > 100hp full electric they are more efficient on *time* when driving long treks and you can still drive 95% of your daily driving in full EV mode. We have a model Y and it chews electricity at freeways speeds because the lack of gearing efficiency so our 7 hour trek to the cottage becomes 9 hours. So yes, PHEV is a very viable solution for boomers who want convenience and ease of use and have money.
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
@@PeteNPiano And your risk of fire increases. Over a hundred times the risk of a BEV.
@ThysRoes
@ThysRoes Ай бұрын
What's the reasoning behind not being able to transfer FSD, if it is software anyway? It seems like a database entry. What would be the issue?
@craighermle7727
@craighermle7727 Ай бұрын
Musk wasn't "depressed' during the Q4 earnings call, he just wasn't trying to hype anything.
@spacep0d
@spacep0d Ай бұрын
Think of all that distributed compute being used from nodes (cars) charging with solar. Basically, free compute!
@rogerfroud300
@rogerfroud300 Ай бұрын
Most people want to have their car ready and waiting to go, not to have to schedule or summon it. Since level 5 FSD is going to be really expensive (Elon says it will be), you would have to add it to the network most of the time else it wouldn't be viable. This can only work if you get charged and can charge customers on a trip by trip basis with perhaps a small standing service charge. Personally, I don't see it having a large takeup outside of Cities. Even there, there would be too many cars chasing a few customers, suppressing the price and making it unattractive to owners. You can argue that there are lots of private cars sitting idle overnight, but there won't be many customers then. I can see Tesla's fleet replacing human taxi drivers, but not much more. I just want a reasonably priced car for my own use. FSD isn't important to those of us who actually enjoy driving.
@menotyou1234
@menotyou1234 Ай бұрын
$3 billion computer, cool..! i.e. 85,000 h100's x $35,000/ea = $2.975 billion
@bravenkind7843
@bravenkind7843 Ай бұрын
“We are putting the auto in automobile” - Elon
@maryschaefer4381
@maryschaefer4381 Ай бұрын
Keep doing what you are doing. You are a great icon for my grandsons
@RoschetzkyPhotography
@RoschetzkyPhotography Ай бұрын
Thanks for all your work! You are truly allowing regular people and public investors like us to gain so much valuable information in such a short time allowing us all to achieve a much higher level of understanding of what we are investing in.
@sooner1125
@sooner1125 Ай бұрын
I still don’t have v12 on my 22 model 3
@timnewell4015
@timnewell4015 Ай бұрын
Farzad, did you use any AI tools to edit this, or is it all manual?
@patrickknobloch6664
@patrickknobloch6664 Ай бұрын
ELON!
@williamtheos
@williamtheos Ай бұрын
"we've reduced the subscription price to $99 a month so it's easy to try out" on the earnings call... why does this sound to me this will either increase, discontinued to push full purchase of FSD only?
@UNCIVILIZE
@UNCIVILIZE Ай бұрын
They don't know how to project battery access & costs if the government incentives can come and go whenever. This is the perfect example of why we should just let the market run.
@lou7139
@lou7139 Ай бұрын
1:16 It sounds to me like Tesla has decided to do what Apple did and create a Model 3 SE and/or Model Y SE. The SE line of iPhones uses aspects of newer gen stuff like the processor, cameras, etc. but is built on older chassis using previously established manufacturing lines to save on R&D costs. So I guess all-new Model 2 is cancelled and replaced with the "SE" line of Model 3 and/or Model Y. Not exactly what I hoped for but if it worked for Apple maybe it will work for Tesla? Maybe we'll get actual next gen consumer vehicle in 2-3 years?
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
Incorrect, Model 2 will be based on the same production line as the Robotaxi. Not cancelled, but deprioritized due to recent developments with FSD.
@thejose24
@thejose24 Ай бұрын
Blows my mind how so many believe FSD will never happen ever. Thanks for this supercut Farzad! Question: is FSD ($8,000) required if you want to have your car join the Robo taxi fleet for example?
@StressMats
@StressMats Ай бұрын
Biggest shorting opportunity in the history of mankind.
@ThysRoes
@ThysRoes Ай бұрын
After this call, I get the feeling Tesla isn't really focussing on 4680s anymore as the center piece of their existence - sees it more as one of the many puzzle pieces to create electricity hardware that can power AI.
@tireddad6541
@tireddad6541 Ай бұрын
I guess my question is, as ICE declines, in China, that increases the costs for ICE everywhere China provides parts. That will take several years, but....
@AlanMullett
@AlanMullett Ай бұрын
Yes, and the problem European makers have is that they are required to stock parts for any car they have sold in the last ten years. How do they do that when the supplier companies that made the parts don't exist anymore? There's going to be a lot of pain as the cost advantage of scale goes into reverse.
@menotyou1234
@menotyou1234 Ай бұрын
Chine just passed 50% sales are BEV last month..., but, they are over producing BEV's at the moment.
@MaximGhost
@MaximGhost Ай бұрын
That's what 3D printers are for
@mikejespersen2028
@mikejespersen2028 Ай бұрын
Question: if Elon uses Tesla cash in a share buy back to bring his holdings to over 25%, how many shares must Tesla buy back?
@triumphtetteh
@triumphtetteh Ай бұрын
My question is how will robotaxis be charging autonomously?
@friedpickles342
@friedpickles342 Ай бұрын
They could be summoned to a charger with a robot waiting to plug them in.
@williammazza3531
@williammazza3531 Ай бұрын
Since this probably won't be happening tomorrow, I'm sure the technology to place the charger in the ground will be available at a cost affordable to the common person. Until then, the owner of the vehicle will still have to plug them in. Unless Tesla is just sending out a bunch of unmanned vehicles that belong to nobody
@swiix8500
@swiix8500 Ай бұрын
My guess is that the charger would be like an autonomous snake plugging into the car. Though if every single charger would have that I would probably be a high total cost for the company. Until then they will probably have a worker plugging and unplugging the vehicles at the super charging stations. Thats just my guess
@OTEAROA
@OTEAROA Ай бұрын
EV's need to be affordable for/from the beneficiary to the CEO.
@Shelton8253
@Shelton8253 Ай бұрын
The idea of selling Optimus is like selling a smartphone you can do whtevr u want with it and the manufacture just send a software update 🎉 u are responsible for wht task the robot do not the factory 😊
@ThysRoes
@ThysRoes Ай бұрын
The sub 25k car - why does he not want to comment on it at all? 9:15 9:55
@TheCaminoGuide
@TheCaminoGuide Ай бұрын
People really don't understand how huge the robotaxi nextwork will be. I have been thinking about getting a car, but I don't drive much at all. So I was waiting for the new $25k model. Now with access to the Robotaxi network, I may not need to buy a car.... OR! I could buy my car and just leave it full time in the Robotaxi network. I won't be emotionally invested in it because I'm renting it to other people from the start with the idea of making money and having it pay for itself. I will use it when I want and rent it out the rest of the time. If I can generate just $100/day, that's $3000/month. It's going to be huge and Tesla will not be able to meet the demand.
@michelleabaya287
@michelleabaya287 Ай бұрын
When Mr Musk talks, everybody listens !!! 😊
@erikm9768
@erikm9768 Ай бұрын
When they start to talk about imaginary product revenue streams or agree with Cathie Woods then that's when I get worried. This doesnt sound good at all
@dianedean4170
@dianedean4170 Ай бұрын
🎉❤😊 We need to fund major upgrades to our grid, and I recommend we look into tapping into insurance companies who sit on very large amounts of money. Imagine the return to prosperity with these investments ✨️ Thank you so much, Farzad, for all your videos. I really appreciate listening to Elon's conversations on technology. I believe in striving for curious and conscientious reliable technology. ❤😊✨️
@bpo6955
@bpo6955 Ай бұрын
“Tapping”? What do you mean?
@RVDL
@RVDL Ай бұрын
Tesla becoming the Microsoft of car manufacturers? Selling their AI/OS to other OEMs?
@keithpeterson9560
@keithpeterson9560 Ай бұрын
Well maybe Tesla developed the 4680 to hedge, but they did buy Maxwell for their patents. That was a few years before 4680…lol edit…. Wasn’t it?
@anthonyballog8026
@anthonyballog8026 Ай бұрын
Yes in 2019. Great investment.
@dstylez1171
@dstylez1171 Ай бұрын
Get ready for slogans like....Tesla inside....powered by tesla....Tesla safety suite v1...FSD by Tesla...etc...😂😂...keep it coming!!!
@rb8049
@rb8049 Ай бұрын
Elon science teacher Bio101 ! 🤣
@josephlgamblejr9560
@josephlgamblejr9560 Ай бұрын
Do you think China is gonna let another CEO take over the factory?
@moneyminder01
@moneyminder01 Ай бұрын
300 Billion miles in FSD is mathematically impossible at this time with the currently number of vehicles using g FSD. I am surprised no one has calculated this prIor. I do not think that ALL vehicles of Tesla since the first Roadster have cumulatively driven 300 Billion miles.
@mrperson1324
@mrperson1324 Ай бұрын
Tesla recently hit 1 billion miles driven on FSD. It's been around 300 million this year.
@michelcote
@michelcote Ай бұрын
Tried Supervised FSD 12.4, still require work. still dont see when it will be ready
@audience2
@audience2 Ай бұрын
12.4 is only available to staff members.
@michelcote
@michelcote Ай бұрын
@@audience2 12.3.4, my bad
@michelcote
@michelcote Ай бұрын
If Tesla use my car computer, I would like to be able to be paid for it's use of electricity at least.
@douglaswatt1582
@douglaswatt1582 Ай бұрын
Way better to listen to this with all the empty space and pauses edited out
@mikewu9483
@mikewu9483 Ай бұрын
hire 30,000 more orkers to make model 2 ,robotaxi why layoff
@travisjazzbo3490
@travisjazzbo3490 Ай бұрын
30,000 workers? What?
@ArtworkAnon
@ArtworkAnon Ай бұрын
Chirp at 4:05.
@lourdessilva6442
@lourdessilva6442 Ай бұрын
Sem palavras essa apresentação está muito feliz em ver seu sonho se realizando graças a muito empenho dedicação e amor ao trabalho muito vezes horas árduas de trabalho mas com os resultados vão aparecendo sem palavras es muito amor envolvido jamais desistir e que talento em gestão tudo que faz e realmente em prol da melhorias de qualidade de vida baixo custo e tecnologia igualzinho o semelhante a dos seus foguetes isso realmente não tem preço e faz a diferença nesse mundo eterna gratidão amo e aprecio tudo que faz continue assim já deixou um legado na história que orgulho ter lo entre nós e que bom deixar acompanhar seus verdadeiro milagre tudo através de conhecimento e muita dedicação que orgulho nosso herói Deus o proteja d conserve por longos anos es muito importante é precioso apesar de muitas montanhas em seu caminho segue em frente no topo sempre e deixa essa turma de pensamento muito mas muito velhas e ultrapassadas para trás e que impedem seu sucesso mas jamais irá tirá lo sim Deus no comando de tudo
@misterkeeper
@misterkeeper Ай бұрын
How many people is tesla laying off ???
@route55qatar
@route55qatar Ай бұрын
15k
@SpaceDad42
@SpaceDad42 Ай бұрын
As many as it takes to efficiently run the business.
@erikm9768
@erikm9768 Ай бұрын
When tesla have FSD then all other car makers will have FSD soon after... its not going to be significant only for Tesla.
@River313
@River313 Ай бұрын
So Boooleesh
@migpinx
@migpinx Ай бұрын
A car I don't have to drive and it's used by others. Elon just invented the taxi.
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
A taxi that could earn you additional income while you are at work.
@migpinx
@migpinx Ай бұрын
@@hardcoreherbivore4730 Income that won't be enough to pay for the car insurance (if you can't actually get one).
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
@@migpinx Gotta love the internet, dumb people in mass. You’re paying for insurance for the car to sit there doing nothing. 🙄
@migpinx
@migpinx Ай бұрын
@@hardcoreherbivore4730 First of all, I find your self awareness refreshing. No insurance company will insure a car that is driven by an undetermined number of drivers, with an undetermined record. If they do, they will charge an outrageous amount of money that will be even higher for an EV. The TCO will be so high that if the concern is the utilisation rate of the car, one might as well take a Taxi everywhere.
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
@@migpinx Who’s going to be driving again? Doubling down on your idiocy. The word you are looking for is “passengers”. 🤣
@nordlandak6853
@nordlandak6853 Ай бұрын
Elon didn’t show a robotaxi or 25k car. He’s just talking about it. Plus there is no margin in a 25k car let alone demand!
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
That’s August 8th, where have you been!? This is an investor earnings call. You’re not considering the continued revenue from FSD. Doesn’t matter if they sell volume cars at cost, with on going revenue from FSD subscriptions. No market for a $25k car!? 🤣
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
Still only evaluating as an auto company. When will people learn?
@seikojin
@seikojin Ай бұрын
Your car can mine bitcoin
@koruki
@koruki Ай бұрын
Startling that Musk randomly would drop numbers on how much bacteria an average human has on them rofl
@TedT56
@TedT56 Ай бұрын
You're innocent when you DREAM, but not when you're LOSING money. This is hopium: irrational optimism because in the next two years these dreams are unlikely to be realized.
@andreasl4507
@andreasl4507 Ай бұрын
Should go down to 120$ trully a shit Q1. Disgusting bad
@michaelpalmer1384
@michaelpalmer1384 Ай бұрын
I'm a Tesla bull but to put things in perspective - In reality, nothing has changed (same financial/production/demand problems as before). But in the hopium world, things have changed - the main issue being the accelerating of the future production timeline of Tesla's cheaper car(s)... with a changed caveat - instead of pulling this off with new Gigafactories, they'll retool existing factories. Which calls to question - no brand new models, but instead just tweaked existing models with lower COGS ? It's all exciting, but nothing will change unless Musk can execute all this hopium "on time" (that's always been an achilles heel). And the execution of all his other hopes stated in the earnings call. The talkin' was done - now ya gotta walk the walk. That's what the investors truly want to see before a s*-ton of money piles back into Tesla stock
@abcd123553
@abcd123553 Ай бұрын
They do need newer models though. They need two non luxury priced SUVs, not crossovers but actual SUVs which Americans lkve and they need a cheap 25-30k small SUV or hatchback. And a midsize truck in the future also. There’s so many Teslas bere in California and people are getting tired of seing the same models.
@TheRaizerx
@TheRaizerx Ай бұрын
Let’s be clear - the real future for TSLA is FSD, Optimus and to a smaller extent the battery storage/energy business. All TSLA EVs are part of this FSD project. FSD has to be much better than a great driver- you- to be viable. Also all the regulatory approvals per state+ country have to be obtained. At present FSD is not solved, it has a ways to go for all situations. The assumption is scaling with more compute and data gets us to superhuman driving ability. Perhaps this solves the problem or perhaps you get stuck in an endless march of 9’s. Optimus is also another wildcard. FSD and Optimus working at comparable human level makes TSLA the most profitable company in the world by a huge margin. The stock price today at $160, $120 or $300 doesn’t matter then. But TSLA has to solve a problem that has never been solved before to achieve these goals. TSLA could determine if EVs were technically feasible. There was no need to invent a fundamental new technology for FSD/optimus . I hope they succeed and there is no other company betting the farm on this future and that is incredible to watch. Remember, new models are promised for end of this year or early next year. Ramp takes time and Elon time dilation applies …
@RogerWilsonTodd
@RogerWilsonTodd Ай бұрын
Hey, ELON! You’ve made yourself disliked so much that people reject your products. YOU DID THIS!
@noleftturns
@noleftturns Ай бұрын
Here's what really happened in Q1 of 2024: Income imploded 55% to $1.1 Billion Revenue imploded 9% to $21.3 Billion Elon cooked up the crazy idea of the Cybercab, which will never happen and the stock market went nuts and went up instead of down. Oh, and GM went almost the exact opposite way, and no talk of turning your car into a robot taxi.
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
Show me a year since 2019 where Q1 didn’t show similar numbers!? 😆
@noleftturns
@noleftturns Ай бұрын
@@hardcoreherbivore4730 nothing like failing over and over again. I see your point.
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
@@noleftturns Maybe people are doing taxes rather than buying cars in Q1. Seems consistent across the industry. 🤣
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
@@noleftturns Does FUD make you feel better about yourself!?
@noleftturns
@noleftturns Ай бұрын
@@hardcoreherbivore4730 Sounds like a fairytale to me. In Germany, Tesla sold 40% fewer units in Q1 than a year ago They spend 3 months doing taxes too?
@CaptainDavidNMartinLawEn-nl2qe
@CaptainDavidNMartinLawEn-nl2qe Ай бұрын
To the KZfaq community , you seem to censure and act Godly and lay judgement , apparently your not American community as that's not how we do things here, so where is your community China maybe?
@sca04245
@sca04245 Ай бұрын
Rule 1: If at first your scam fails, scam bigger.
@douglaswatt1582
@douglaswatt1582 Ай бұрын
If your first trolling comment flops just keep spitting out trolling comments. Eventually one will catch on.
@dougmanck4149
@dougmanck4149 Ай бұрын
So three new models in the next 12 months or so: Model Y Juniper, Model Y RWD LR and a cheaper Model 3. With the Model 2 severely delayed. Nice but nothing special.
@aussiepawsborne9056
@aussiepawsborne9056 Ай бұрын
They literally just said compact car coming early next year…..
@hardcoreherbivore4730
@hardcoreherbivore4730 Ай бұрын
Still only evaluating as a car company. 🙄
@dougmanck4149
@dougmanck4149 Ай бұрын
​@@aussiepawsborne9056 Model 3 is a compact car. The Gen 3 will be a subcompact like a Subaru Crosstrek
@dougmanck4149
@dougmanck4149 Ай бұрын
​@aussiepawsborne9056 Nope, they said an affordable vehicle. Which they already consider the Model 3 to be.
@CaptainDavidNMartinLawEn-nl2qe
@CaptainDavidNMartinLawEn-nl2qe Ай бұрын
Elon I just seen something from you about all cars being electric , I am now doubting you sir and that is disturbing to say the least, I thought you had a hydrogen power plant designed for tesla ? Or did I miss something or it I'd not feasible sir?
@nickv8816
@nickv8816 Ай бұрын
What are you smoking? Hydrogen and Tesla don’t go together. Never have, never will
@CaptainDavidNMartinLawEn-nl2qe
@CaptainDavidNMartinLawEn-nl2qe Ай бұрын
Sir , very recently it was disclosed with pictures of the hydrogen drive that Elon had designed and that he was not putting electric drives into the tesla that he was upon a new path , so then what are you smoking , is it peaceful, maybe we could smoke together and unitedly come to understanding of each other , or are you not a united we stand type person ?
@nickv8816
@nickv8816 Ай бұрын
@@CaptainDavidNMartinLawEn-nl2qe that my friend was not real, you have been duped. Elon has always stated he would never use hydrogen fuel cells. Tesla has always been for a 100 percent Electric future. You will find zero statements or releases from Tesla about a hydrogen future. The only thing you will find is him saying things like "hydrogen, the most dumb thing I could possibly imagine for energy storage." And “Fool Sell”. Look it up if you don’t believe me. That’s been his stance since they went public. Hydrogen is never going to be in the future of transportation…
@absoluteintelligence
@absoluteintelligence Ай бұрын
Dumped all my Tesla shares today. This pump won't last. That earnings call was all hot air. I have come to realize Tesla does not care about its customers, only its products. Until that changes, I'm out.
@GVWOLF11
@GVWOLF11 Ай бұрын
How do they not care about customers?
@absoluteintelligence
@absoluteintelligence Ай бұрын
@@GVWOLF11 I think Elon's instant "No." to the idea of transferring FSD for people that paid $12k for beta software is very telling. I think that is completely a reasonable request considering what has happened. And did anyone hear customer service even mentioned? I didn't. Being a maturing car maker, customer service matters, and I can tell you firsthand, my experience has been weak.
@menotyou1234
@menotyou1234 Ай бұрын
Bye, and Bye-Done can Go with you...!
@fernandomescalito5307
@fernandomescalito5307 Ай бұрын
You will regret it
@absoluteintelligence
@absoluteintelligence Ай бұрын
@@fernandomescalito5307 I hope I do strangely enough. I was a huge Tesla fan and want to be again.
@j.kimmer1509
@j.kimmer1509 Ай бұрын
When you speed up Musk's voice recording....Elon sounds smarter than he already is.
@davidws5439
@davidws5439 Ай бұрын
Elon, we want V to L. Gas vehicles have had this feature for years. Why is Tesla so far behind on a very simple feature 🤔. Having nema 5-20 plugs and a nema 14-50 plug would be great for boondocking and simple camping 🏕
@douglaswatt1582
@douglaswatt1582 Ай бұрын
Gas vehicles have been able to power the grid for years? What in the world are you talking about.
@davidws5439
@davidws5439 Ай бұрын
@douglaswatt1582 I see that you do NOT know how to read. Read it again, real s l o w...
@douglaswatt1582
@douglaswatt1582 Ай бұрын
​​@davidws5439 why don't you try fixing your comment because reading it at any speed it is full of nonsense. Gasoline-powered vehicles have not had electrical outlets on them except for a few trucks as an extra cost option. V to G is vehicle to grid so yes you are talking about powering the grid from your gasoline vehicle. Please show me an example of this lovely idea.
@davidws5439
@davidws5439 Ай бұрын
@douglaswatt1582 Yes, if it's any better now. If not, i can just delete it for you.
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