Tesla Drops ROBOTAXI BOMBSHELL in Q1 Earnings!!

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Farzad

Farzad

Күн бұрын

The Robots Are Coming www.farzadmesbahi.com/merch
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00:00 Tesla's Updated Vehicle Lineup
01:56 Ride Hailing Evolution: Tesla's Strategic Shift
03:47 Q1 Financial Insights
04:20 AI and Autonomy: Tesla's Bold Moves
07:17 Vehicle Production and Market Strategy
16:58 Tesla’s Ride Hailing App Sneak Peek: A Glimpse into the Future
19:45 Challenges and Solutions for New Ride-Hailing Services
24:20 The Debate on Tesla's Robotaxi Direction
29:46 Exploring Tesla's Ecosystem and Future Vehicle Lineup
30:28 Speculating on Tesla's New Affordable Car Models
36:11 Final Thoughts on Tesla's Strategy and Market Position
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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: 233
@ahmedahmm7545
@ahmedahmm7545 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-$120 again. I wanna load the boat. Apart from Tesla what would be the best 5 etfs for a beginner
@amgengroup5352
@amgengroup5352 Ай бұрын
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 2.3m$ 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.
@ahmedahmm7545
@ahmedahmm7545 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
@jasminemccumber4694
@jasminemccumber4694 Ай бұрын
Kath! Good to see her recommended here, Kath's mind is made for stock analysis, she is someone every starter should look up to, this is my 3 year letting her grow my funds and at the same time guiding me to the right efts to diversify to, I added VGT. So, VOO 25%, QQQM 25%, VGT 25%, SCHD 13%, DGRO 12%. This is my long term portfolio in M1 Finance that I’ll invest $10K a month into for the next 30 years in a compound interest calculator through investing 10k per month for 30 years, this projects to be $35.6 million.
@harlibassham8187
@harlibassham8187 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.
@jimtexas68
@jimtexas68 Ай бұрын
Shorts are getting decimated in the after market. Love it.
@joparkcat
@joparkcat Ай бұрын
I'm gonna buy 40 Robo-Taxis next week, love it. I'm gonna be a millionaire with my Robo-taxis next week, can't wait, love it.
@Tony-cj6jy
@Tony-cj6jy Ай бұрын
Elon was wrong in his robotaxi timeline. You have to add that in 2015-2017 many automakers where saying their cars would become autonomuous by 2020. Without that context he appears a conman. You also need to look at other incredible statements that turned out right, such as prediction model Y would become the best-selling car in the world. It is also obvious you don't need lidar which he always emphasized.
@litestuffllc7249
@litestuffllc7249 Ай бұрын
Is that a joke or are you talking about this Monday April 26th? The stock is about 50% its prior high.
@gabrielanderso
@gabrielanderso Ай бұрын
Some of the best analysis I've seen on this company. Super impressive channel analysis guys 👏 👏 👏
@SolveFixBuild
@SolveFixBuild Ай бұрын
I say this every quarter - Tesla has a margin better than anyone in automotive OR energy storage equipment manufacturers! Any company in any of these spaces with 15% EBIDTA in the middle of production ramps, huge CAPEX, and market price wars is an incredibly resilient company.
@frank3567
@frank3567 Ай бұрын
Tesla never said what their strategy was until now. Everybody was just guessing up to this point. I love it!
@jpl0202
@jpl0202 Ай бұрын
Yes, when Tesla does not come out and announce their plan rumors keep spreading and grow larger. Along with rumors comes uncertainty.
@Joedisney
@Joedisney Ай бұрын
What would you love about this, they just said they're going to go compete against Uber and Lyft. You're going to have to be in the car, this just proves that self-driving is not coming anytime soon. Him canceling a visit to India, and Mexico going nowhere. This is not good news.. Wall Street is going to sell this thing like a hot potato this is going down to 110 probably never thought it would go this low. I feel bad for the suckers that went out and bid this up to 160 today, what fan boys are going to be slaughtered
@jpl0202
@jpl0202 Ай бұрын
@@Joedisney yea you are clueless about Tesla. Everything Elon has planned has become a reality. Timing may be a little off but he does deliver. Semi-truck, cybertruck, FSD is almost done . So close. Why do you think Tesla has the smartest people in the world working on FSD, for shits and giggles? He is spending billions on NVIDIA chips. So many chips that nvidia can’t sell him what he needs. He has to go to AMD. Go buy your cr@p Disney stock. Disney can’t even pick the right CEO.
@frank3567
@frank3567 Ай бұрын
​@@JoedisneyLike Elon Musk said, If you don't believe in FSD don't buy the stock. I own FSD and love it. It's like my own chauffeur.
@xcidgaf
@xcidgaf Ай бұрын
@@frank3567😂🤡
@jonlivingstone
@jonlivingstone Ай бұрын
You guys are great together! Can’t wait to try Tesla ride share and Cybertruck.
@AquarianSoulTimeTraveler
@AquarianSoulTimeTraveler Ай бұрын
There's no logical reason to partner with Uber and honestly the hidden beauty of this is that when people ride in a Tesla for the first time they're going to learn about Tesla's and potentially may buy one for themselves...
@davidbeppler3032
@davidbeppler3032 Ай бұрын
If Tesla partners with Uber and gave away $84k profits per car, Uber could become a top 100 company. Tesla can stick to making just $5.5k profit per sale instead. Good plan. Not good for Tesla, but great for Uber.
@ZTK-RC
@ZTK-RC Ай бұрын
@davidbeppler3032 Sorry, how are people determining that the price of a RoboTaxi is remotely close to the price of a human operating a vehicle through a RideShare? My understanding of economics is that if the marginal cost of operating a fleet is lower, then the competitors in the market will lower their prices to gain market share to maximize their profits. Can you explain how competing fleets of robotaxis will maintain $84k of margin per car per year? I think this entire scheme needs to be thought about more critically. It's a real head scratcher. I bought puts last week and now after seeing this half-baked announcement, will be buying more puts tomorrow. Put another way, if Uber/Lyft could pay their drivers $0 to gain market share from each other, would they do it? I think you get the picture.
@davidbeppler3032
@davidbeppler3032 Ай бұрын
@@ZTK-RC Sure. It is just math. Tesla builds a car for $19.5k. Sells it for $25k. Tesla profits $5.5k. Tesla builds a car for $19.5k and rents it out 20 hours a day, 7 days a week 360 days a year. At $0.25/mile, 45 miles per hour. How much is that over 3 years?
@roxter299roxter7
@roxter299roxter7 Ай бұрын
I noticed they included the empty space in the picture of vehicles at the supercharger. Didn't Franz say "watch this space"?
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
Timing rocks
@karltownsend7838
@karltownsend7838 Ай бұрын
The excitement in all your voices and faces 🤑
@JRP3
@JRP3 Ай бұрын
Good discussion. I'm very happy to hear they are moving ahead with the next gen vehicles separate from robotaxi.
@ericliu2628
@ericliu2628 Ай бұрын
Elon said Cybercab. Is that the name leak😂?
@RussellBWalker
@RussellBWalker Ай бұрын
Thanks!
@imaro2358
@imaro2358 Ай бұрын
You’re all right! Wasn’t there an overhead picture of the hybrid unboxed method in their deck.
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
Didn't think about the insurances
@Gokutrump
@Gokutrump Ай бұрын
My Puts got destroyed today 😂😂😂
@MrGiggity890
@MrGiggity890 Ай бұрын
Good
@wheelofcheese100
@wheelofcheese100 Ай бұрын
Puts almost seem like a sure thing.
@dallasjohnson8923
@dallasjohnson8923 Ай бұрын
Mine too..on complete bs guidance. This stock makes absolutely no sense.
@MarcoYolo420
@MarcoYolo420 Ай бұрын
My leaps were -88%, hope your puts something in to them 😉
@MrGiggity890
@MrGiggity890 Ай бұрын
@@dallasjohnson8923 cope
@wisewordsIQ
@wisewordsIQ Ай бұрын
Excellent job, gentlemen! I really enjoyed this. I appreciate you all. I have two harmonious answers to Emmet's question about the ride-hailing app: 1. When people the it costs less, they will automatically go to it. 2. When people learn how much safer it is than having a human drive them, they will automatically go to it. Yes, in that order. Even though safety should be John Q. Public's #1 concern, I suspect price will be the strongest motivator. And, to Farzad's question about the next vehicle, I agree with Brian. Look what the Bug did for VW and the Corolla did for Toyota some 70 years ago. Same scenario is my guess.
@mikem2844
@mikem2844 Ай бұрын
When talking about the AWS-like AI inference compute service future, I wish someone asked this: Being able to provide customers with such service will require robust network infrastructure since it's provided via wireless connections from Tesla cars. Is this where integration with Starlink comes in?
@JayCWhiteCloud
@JayCWhiteCloud Ай бұрын
Hey Farzad...I'm a traditional/natural design builder, wilderness guide, and naturalist...So you've (among very few others) become my "go-to" for all things "Elon M." related which, indirectly, is what's happening in the world technology-wise...I would love to see a video, even a short one, that profiles "who you are" since this channel, to me, is exceptional in content though I don't think most realize that...This comes from a 63-year-old "traditional person" who has spent years without running water, electricity, or a vehicle, from rural to wilderness settings. Thank you for keeping somebody like me well informed of this facet of our world...
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
Amazon and travel and tractor trailer situations. Maybe there might be a split in the infrastructure of the roads.
@oumuamua1963
@oumuamua1963 Ай бұрын
They could give FSD discounts for drivers based equivalent to miles completed
@ChicagoBob123
@ChicagoBob123 Ай бұрын
They will drop a model 3 rwd long range and a model Y juniper with a rwd long range. Then get a GTI sized hot hatch model 2. At scale they can go drive by wire and 48V. All almost the same infastructure making production easier.
@Ellerich800
@Ellerich800 Ай бұрын
It will take years before one can "put your car on the ride hailing network". None of you mentioned the immense city by city regulatory approvals required for level 5 autonomy.
@johnpublicprofile6261
@johnpublicprofile6261 Ай бұрын
CYBERTRUCK is an excellent ROBOTAXI And an upgraded with SBW would also be an excellent RoboTaxi. Both have excellent entry access for the infirm or encumbered, and both have lots of storage. I wonder whether a wheel chair friendly version of the Cybertruck is possible? It won't surprise me if there is an acceleration of Cybertruck production for RoboTaxi purposes.
@taylorc2542
@taylorc2542 Ай бұрын
They're going to take the Model 3/Y chassis, shrink it down, and lower the price. It's a major refresh to an existing architecture, not a new architecture made for "unboxed".
@gavinbroughton
@gavinbroughton Ай бұрын
Is a new $25~30k compact model with a steering wheel coming or not? I'm still confused after Q1 call!
@chonghloh5093
@chonghloh5093 Ай бұрын
I added big at low 140s, betting this as a bottom and based on the fact that stock is super oversold and already priced in a lot of bad news. God's wisdom.
@carolgriffiths7562
@carolgriffiths7562 Ай бұрын
Tesla continues to lead with the vision and charge of FSD and launching transportation in a unique and forward thinking way. New ERA folks! New day!
@Johnrowland1982
@Johnrowland1982 Ай бұрын
do you think theres a chance the 25k car IS the cybercab? If Tesla can generate 30k per year on a driverless cab that costs them 25k doesnt it make more sense to keep it for themselves?
@fractalelf7760
@fractalelf7760 Ай бұрын
While I am a believer ultimately in acceptable FSD, I had to take the graphic with a grain of the drive hailing app with a big grain of salt. Developing an app is all well and good, but there is little real correlation with the actual readiness of FSD.
@camronrubin8599
@camronrubin8599 Ай бұрын
is it really that hard to get tax credits for the model 3
@briannewman6216
@briannewman6216 Ай бұрын
A Tesla ride hailing app would be a good marketing move as it would expose normies to Tesla EVs.
@tvhkennedy1
@tvhkennedy1 Ай бұрын
brian is so right with affordability
@byronstuckless4140
@byronstuckless4140 Ай бұрын
To get Tesla Ride hail to work, they just need to lease cars at a special rate to Uber drivers who are tired of Uber. They lease cars at a great rate making it profitable and attracting passengers to Tesla app at the same time.
@tarantinopipp7455
@tarantinopipp7455 Ай бұрын
Hahaha i love it the move that TL0 is doing today😅😅
@KingLutherQ
@KingLutherQ Ай бұрын
Did Tesla say multiple model on the $25K platform? That would be checkmate to competitors.
@erenjaeger9418
@erenjaeger9418 Ай бұрын
No, it's multiple models partway between model 3/y platform and new robotaxis/$25k EV platform. Maybe Model 3/Y Lite?
@MD-jf1ml
@MD-jf1ml Ай бұрын
Nick fucking called it!
@johnpublicprofile6261
@johnpublicprofile6261 Ай бұрын
DRIVEABLE = ROBOTAXI... ...So long as there is Steer-By-Wire (SBW) Which in turn requires 48V architecture. New Model 3s & Ys could be RoboTaxis. With SBW the steering wheel can be electronically isolated which remove risks such as drunks, kids, or careless passengers from crashing the car. Potentially This may make upgraded models more expensive due to additional parts. But mass volume manufacture of SBW should reduce the increase in costs and increasethe savings from 48V. In turn, these volume component cost reductions would help reduce parts cost for the Cybertruck.
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
Contracted?
@karltownsend7838
@karltownsend7838 Ай бұрын
A shrunken down m3 and Y?
@doug3691
@doug3691 Ай бұрын
Tesla is doing Hybrids! (Sort of.) Hope you're having a good day, Farzad.
@hotrodandrube9119
@hotrodandrube9119 Ай бұрын
The same way sometimes Uber sends you a waymo car.
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
It's good your creating bomb space!
@user-rq1mk9hi4x
@user-rq1mk9hi4x Ай бұрын
Yeah, we’re getting bombed alright !
@tobepropst6539
@tobepropst6539 Ай бұрын
Epic group! Gibbs Emmit Lutz and sometimes Brian (lol) balance the hyper bullish thoughts of the others nicely...and I definitely lean hyperbullish on Tesla!...need these counter thoughts from such knowledgeable folks to help me with think things through. MORE OF THIS PLEASE! Christian is great for the same but is more market focused...doesn't seem as well researched as the others in the bigger Tesla projects and concepts (at least from what I've seen so far)..I still love hearing from him anyway too though. And Boomer Mama is always a must have though I don't think of her so much as a counterbalance to hyperbulls haha.
@stvybaby
@stvybaby Ай бұрын
Bought the dip, 😂🎉
@Joedisney
@Joedisney Ай бұрын
My God this thing's going down Don't you see this sell sell He just told us he cannot finish FSD He's going to compete with Uber and Lyft you have to be in the vehicle. He canceled his meeting with India He's not going to open up another factory Inventories building up Cash is declining. All the good news is just pie in the sky it means nothing until you actually see a product making money. Wall Street is going to slaughter this stock.
@caseyryan-hannum2545
@caseyryan-hannum2545 Ай бұрын
I cant tell if you are being serious or joking
@tobiasforsberg2497
@tobiasforsberg2497 Ай бұрын
Dont forget the "X", the app for everything! The ride hailing could be over BOTH the Tesla app och the X app
@nridgeway1662
@nridgeway1662 Ай бұрын
If you need eight people to respond to an earning call, that's eight people too many.
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
Hiya Guys
@ashleyobrien4937
@ashleyobrien4937 Ай бұрын
a self driving cheese grater, carrot cutter, kiddie slicer....yeah that's a winner...
@KookyBone
@KookyBone Ай бұрын
Hmm.... As much as I like FSD I have my doubts about bringing the fsd taxi functions to all cars... For example how will it detect if a person is lying below the car? This is what happened with cruise and why they needed to stop their ride share. The only solution I could think of would be to add some sensors or cameras below the car... I know it is a rare/edge case, but it needs to handle situations like this, because they will happen. But maybe their special robot taxi cars will have something like this... So while I think Tesla is far ahead of everyone, they are still not there, and I think the actual hardware isn't ready for all edge cases that can happen, even when it drives 99,9999% perfect... There is still 1 of 100.000 having an accident. And I think the actual hardware has too many flaws (like missing sensors below the car, or more cameras) to get to 1 in 100 million.
@ChicagoBob123
@ChicagoBob123 Ай бұрын
Model 3 performance is cheaper than the long range because of the rebate. This needs to change
@skawtt6977
@skawtt6977 Ай бұрын
Why more margin for Tesla
@erikm9768
@erikm9768 Ай бұрын
Its not ready. A couple of accidents and this will be shut down for many years.
@itsmebk6820
@itsmebk6820 Ай бұрын
What are they going to do about the fact that nobody wants an EV? I work at a used car dealership and we just stopped accepting Tesla’s as trade ins because of how many we have and how long they have been sitting
@bikepacker9850
@bikepacker9850 Ай бұрын
The number one selling vehicle in the world is an EV. That's not "Nobody"
@TabsT-vy5jy
@TabsT-vy5jy Ай бұрын
So how did they sell millions of EVs?
@henryyiu618
@henryyiu618 Ай бұрын
Probably cuz new Teslas along with tax credit are better deals than your old ones. Everyone I know wants EV.
@erenjaeger9418
@erenjaeger9418 Ай бұрын
​@@bikepacker98505.8 million teslas have been sold in total let's gooooooo
@rog351
@rog351 Ай бұрын
Latest News ( copied from CNBC web page ) about TESLA Auto Pilot: Federal authorities say a “critical safety gap” in Tesla’s Autopilot system contributed to at least 467 collisions, 13 resulting in fatalities. The findings come from a National Highway Traffic Safety Administration analysis of 956 crashes in which Tesla Autopilot was thought to have been in use. Tesla’s Autopilot design has “led to foreseeable misuse and avoidable crashes,” the NHTSA report said.
@bootiemacarthur9182
@bootiemacarthur9182 Ай бұрын
Easily implemented in all cities where they have tunnels Vegas, Miami , New York etc.
@bootiemacarthur9182
@bootiemacarthur9182 Ай бұрын
Stainless steel 3 seater and 6 seater (cyber) just a guess☺️!
@jtu2434
@jtu2434 Ай бұрын
Then why havent they?
@markevans2280
@markevans2280 Ай бұрын
What the hell are all the asian taxi drivers going to do when the Robotaxi arrives ? Guess they will go back to being waiters 😂
@thewholeshabang181
@thewholeshabang181 Ай бұрын
Document is a lot of hopium
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
Multiverses
@keithgilbert835
@keithgilbert835 Ай бұрын
So $2000 by Friday? 😊 finally.
@mattlasky541
@mattlasky541 Ай бұрын
How are they going to manage the payment system?
@RobynB-lh1ki
@RobynB-lh1ki Ай бұрын
Probably similar to what I do with charging network
@TheDoughGetta
@TheDoughGetta Ай бұрын
I love Tesla but it is ponderous that on quarters where they crush earnings the stock goes down 10% and on quarters where they miss estimates the stock is up 13%. SMH
@jupsternyc
@jupsternyc Ай бұрын
Prototypes are easy production is hard. The app doesn’t impress me. Make it happen captain
@Riverrain123
@Riverrain123 Ай бұрын
tsla the bomb!
@shuriken4852
@shuriken4852 Ай бұрын
How will they get the word out about the ride hailing? Easy, Elon's X account. Even people in the Tesla community often forget this.
@davidlong2048
@davidlong2048 Ай бұрын
why doesn't Tesla offer insurance cheap for buyers, that alone would be huge incentive to buy Tesla.
@user-rq1mk9hi4x
@user-rq1mk9hi4x Ай бұрын
Cause they can’t fix the cars cheaply either !
@hpartsch
@hpartsch Ай бұрын
​@@user-rq1mk9hi4x Agree. Extremely expensive to repair and time required significant, which adds more cost.
@commuterbranchline8132
@commuterbranchline8132 Ай бұрын
Tesla stock price just hit $160.
@MarcoYolo420
@MarcoYolo420 Ай бұрын
​@@Stephen0091HAHAHAHA ur funny 😅
@JonathanRootD
@JonathanRootD Ай бұрын
And... Back to under $150...
@civilcopycat
@civilcopycat Ай бұрын
Enjoy these short term gains. They had to sacrifice the original long term plans just to boost this stock back up
@maxdragon15
@maxdragon15 Ай бұрын
@@JonathanRootD $163😆
@erikm9768
@erikm9768 Ай бұрын
Great, finally a way out of this madness
@Aminlifetsylegt
@Aminlifetsylegt Ай бұрын
I don't like the idea Tesla will partner with uber because uber takes 60 % of the rideshere big ripoff for the drivers .they should have there own platforms and let people and drivere choose where there want to work for .
@jamesamber6009
@jamesamber6009 Ай бұрын
Some people don't care about EV, or FSD, they just prefer to drive....... It's cool.
@tiggermedia
@tiggermedia Ай бұрын
Right? I like to drive
@davidbeppler3032
@davidbeppler3032 Ай бұрын
None of those people enjoy stop and go traffic. It is not cool.
@Fissan_Poulsen
@Fissan_Poulsen Ай бұрын
Some people don't like driving a car; they prefer to use a bicycle.
@CoreanKat
@CoreanKat Ай бұрын
And many more people can’t afford a car. And can barely afford Uber. Robotaxi solves a lot of issues.
@wisewordsIQ
@wisewordsIQ Ай бұрын
And, in the early 1900's, people didn't lke cars because they were loud and scared the horses...
@jazzviewer
@jazzviewer Ай бұрын
Nick say like a few more times
@rlanza1054
@rlanza1054 Ай бұрын
Isn't Tesla doing a deal with Uber? Are they going to merge with Uber?
@jzimmt
@jzimmt Ай бұрын
Never.
@jonlivingstone
@jonlivingstone Ай бұрын
They could make a very cheap Model 3 without paint and one motor. S3XY ❤
@davidbeppler3032
@davidbeppler3032 Ай бұрын
Why do people think Tesla should give away $84k per car in profits?! Tesla should not have profits.... they are a car company. Let Taxi companies have that profit. WHY?!!!!
@ZTK-RC
@ZTK-RC Ай бұрын
Those profits don't exist. They are based on estimates that currently include paying for a human operator. Lyft and Uber will lower their rates on their Tesla fleets to compete with each other to an amount which is just over their marginal cost to operate. This is how they've always operated. People are clueless about economics and eat up Tesla bullshit press releases. The quality of education in the United States has been purposely nerfed for decades and we are seeing the lack of critical thinking in the markets. Cheers and good luck!!
@tiyw6980
@tiyw6980 Ай бұрын
Thanks Elon. We love you bro. We’re with you.
@fireworkking5725
@fireworkking5725 Ай бұрын
How does self driving operate in a snowstorm?
@Fissan_Poulsen
@Fissan_Poulsen Ай бұрын
How do you operate in a snowstorm?
@zandercerlong7238
@zandercerlong7238 Ай бұрын
lol probably better then insane humans who don’t slow the hell down and have 200 car pile up’s.
@chillguy2758
@chillguy2758 Ай бұрын
Can someone explain to me how to vote for Elons compensation. I honestly can’t find
@ashleyobrien4937
@ashleyobrien4937 Ай бұрын
you mean the 50 billion he wants, for, what ? exactly ?
@chillguy2758
@chillguy2758 Ай бұрын
@@ashleyobrien4937 for taking Tesla into a successful and profitable multi hundred billion dollar EV company from a startup which no one else has done
@chillguy2758
@chillguy2758 Ай бұрын
@@ashleyobrien4937 he is needed as well to take it next level with ai and robotics. I am an investor and do not trust anyone else for this task.
@7daniel49
@7daniel49 Ай бұрын
@@ashleyobrien4937 you mean the shares he earned. Smh
@7daniel49
@7daniel49 Ай бұрын
You will be able to vote your shares through your broker, but voting is not open yet.
@ttwil3319
@ttwil3319 Ай бұрын
TELL ME THIS...WHAT HAPPENS IF THE PEDAL GETS STUCK ON A F*****G ROBOTAXI 👀
@ricinro
@ricinro Ай бұрын
What pedal?
@RobynB-lh1ki
@RobynB-lh1ki Ай бұрын
There is no pedal or steering wheel and the new robotaxi
@markboomgaarden4679
@markboomgaarden4679 Ай бұрын
The matrix: “there is no spoon”
@anthonybass4332
@anthonybass4332 Ай бұрын
Everybody ☠️
@TabsT-vy5jy
@TabsT-vy5jy Ай бұрын
Where we're going we don't need pedals.
@stevedrawdy2532
@stevedrawdy2532 Ай бұрын
The ride hailing app will be X, it is after all the everything app!
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
But can't the cars fly now?
@bujin5455
@bujin5455 Ай бұрын
24:00. I 100% disagree. There is no "uber network effect". I have zero interest in getting in some random stranger's smelly car, and having to socialize with said person. I see no difference between using Uber or Lyft. If I had the option to be driven around in an autonomous Tesla, where the cab is the temp I want, I'm listening to the music I want, I don't have to deal with a smelly stranger of questionable trustworthiness, why wouldn't I go that way? Especially if it's less money? What "network effect"? I don't think you understand what a network effect is. It's like how if you're on Facebook, you don't see post from Google+. This is just a ride man, there's nothing stopping you from using Uber, Lyft, and Tesla depending on what's most convenient in the moment. It's not like I need all my friends to be using the same thing just so I can get to their house.
@jackrichard9866
@jackrichard9866 Ай бұрын
One empty car drives by.... EVERYONE will notice!
@jonlivingstone
@jonlivingstone Ай бұрын
I bet Tesla can sell a $15,000 cheap safe car.
@johnr2273
@johnr2273 Ай бұрын
One smart guy use the same lines
@DefyingOldAge
@DefyingOldAge Ай бұрын
Let Uber fade away
@b.7944
@b.7944 Ай бұрын
All Tesla stock moves depend what Elon hypes about. When the artifically created hype dies, eventually the stock will plummet.
@6JWB9
@6JWB9 Ай бұрын
Why Tesla went ↑ 13% after hour?? I'm scarce...
@MarcoYolo420
@MarcoYolo420 Ай бұрын
Guidance, new cars announcement, acknowledgement FSD/Robotaxi and many many many great news (especially for WS that is)
@ZTK-RC
@ZTK-RC Ай бұрын
Elon made more stuff up
@MarcoYolo420
@MarcoYolo420 Ай бұрын
@@ZTK-RC leave your mothers basement and make yourself useful instead of expressing your frustrations on the keyboard. Really, its more fun
@derMikester
@derMikester Ай бұрын
Bunch of hype and hyperbole in this video.
@ZTK-RC
@ZTK-RC Ай бұрын
Imagine RoboTaxis where the marginal cost per ride is only $1-5. There is no money here in the long run because there is going to be a race to the bottom by all of the operating Tesla robo taxi fleets and competing services. The only value here is selling a Tesla that people believe will earn them the same amount of money as a human driving a car. Takes a complete idiot to believe that. The Tesla bull astroturfing is comical.
@kpath74
@kpath74 Ай бұрын
When I invest in things, I try my best to find 10 bad things and 10 good things to not be bias. It’s hard to bet against Elon.
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
Forking funds 50000 B. I'm trying to fix the mistake I made that wasn't a mistake. ........what is 12? A MERGER. I CAN SEE Automation nations. Delivery, logistics, financing, travel, interstate Galactica. Would be the best places for selfdriving companies.
@just.for.the.downshifts
@just.for.the.downshifts Ай бұрын
came here for the AI thumbnail...
@richb2229
@richb2229 Ай бұрын
To me, it’s disappointing that Tesla and Elon can’t (or don’t want to) get the Gen 3 vehicle out before second half of 2025. Instead this more expensive hybrid approach as some kind of stop gap to get them to the full Gen 3 RoboTaxi. I see the elimination of the Gen 3 driver based car. This would make Reuters article correct as the “model 2” driver car is DOA. And in the long run is going to hurt Tesla.
@zandercerlong7238
@zandercerlong7238 Ай бұрын
They are probably sandbagging the model 2 why the hell would they announce the date and price this early it would just Osborne the model 3 especially in non US markets where they desperately want a compact. They should say shit about model 2 until the day they are ready to ship it
@wilsonfreitas8418
@wilsonfreitas8418 Ай бұрын
Tesla will copy Uber. Revolutionary!
@erenjaeger9418
@erenjaeger9418 Ай бұрын
Instead of selling robotaxis to Uber and Lyft they're going to use them on their own platform and outcompete them. Because they won't have to pay drivers 90% of the time, and the other 10% they're paying their own customers for sending their cars to the network. That's like 80% lower taxis costs than Uber or Lyft. They're fucked as soon as this gets high volume
@wilsonfreitas8418
@wilsonfreitas8418 Ай бұрын
@@erenjaeger9418 if I am wrong, please forgive me in advance, but I don’t believe FSD will be ready for this in a very long time. Even if they somehow manage to crack it, it would take ages for the government agencies to allow them to use it for passengers.
@TabsT-vy5jy
@TabsT-vy5jy Ай бұрын
Like apple copying thomas Edison.
@erenjaeger9418
@erenjaeger9418 Ай бұрын
Lmao
@jtu2434
@jtu2434 Ай бұрын
The app for ride hailing is the easiest part. You guys are falling for classic tech bait and switches.
@danabe3220
@danabe3220 Ай бұрын
A Camry gets 500 miles of range on a full tank. How is Tesla going to compete with that?
@cautionfawn5762
@cautionfawn5762 Ай бұрын
12$ vs 75$
@BradKwfc
@BradKwfc Ай бұрын
.....And you can get 500 miles of range in less than 5 minutes.
@BradKwfc
@BradKwfc Ай бұрын
@cautionfawn5762 1 hour vs 5 minutes. Which is more valuable?
@billydkid1881
@billydkid1881 Ай бұрын
That comment is like Music streaming competing with CDs and tapes. It’s not even in the same league.
@blasted5477
@blasted5477 Ай бұрын
@@BradKwfc you have to go to gas stations? 😹 charging only takes 3 seconds. going home and plugging it in, and taking it out to leave. full tank of gas everyday.
@litestuffllc7249
@litestuffllc7249 Ай бұрын
Robotaxi is fake - fsd is level 3; it has zero hope of being anything better any time soon. It iterally can't hear a siren; it can't hear at all. It can't interpret hand signals from someone directing traffic, it can't back out of a parking spot, it can't negotiate a parking garage. FSD isn't full level 5. It can't recognize a police car or emergency lights; it can't recognize a school bus unloading children; it can't tell a bolder from a tumbleweed or crumpled newpaper. If this is the "big" move - move down to 100.
@JoseFlores-lt8kt
@JoseFlores-lt8kt Ай бұрын
The circus is in town circus Vargas tesla 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡
@KillaKiRawBeats
@KillaKiRawBeats Ай бұрын
It's crazy that the airspace is much more safe to travel due to Tesla Tech.
@994Xp
@994Xp Ай бұрын
Hans has bugs in his beard. Lice
@Tao818
@Tao818 Ай бұрын
There seem to be more and more talking heads on these Tesla channels. All trying to promote one another. Shorter videos with one guest would be much easier to watch and the videos would be shorter. Just a thought ... not that I do not value all opinions.
@irasthewarrior
@irasthewarrior Ай бұрын
These people don't look too confident and pleased, because they know that the technology isn't there to back Tesla's claims. ☺
@Joedisney
@Joedisney Ай бұрын
The stock is going to be dropping soon most likely tomorrow at the opening. This is not good news if you're going to go out and try to compete against Uber and Lyft with an actual driver in the car. What does that tell you? That tells you that it's fully autonomous is not happening anytime soon. More importantly canceling your visit to India, and Mexico not getting a factory is not good news. Inventory going up, it's not good news. Lowering interest rates, that is going to cost them no matter what you guys believe that's going to cost them quite a bit. Wall Street is going to demolish the stock, this is just terrible news. We all expected a bad quarter, this is not looking good in the future.l
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