People Have NO IDEA What Tesla Just Revealed!
ฝัง
- เผยแพร่เมื่อ 25 เม.ย. 2024
- #Tesla #ElonMusk #TeslaStock #teslanews
Tesla's Q1 2024 Earnings Call showed us that the Tesla growth story is STILL only beginning. The Tesla Ecosystem is growing faster than ever, and Tesla has ACCELERATED its plans to build the more affordable Model 2. So much to discuss in one little video!
#teslamodel3 #teslamodely #model3 #modely #highland #ludicrous #tsla
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🚨 Don't be a muppet and think I'm giving financial advice... do I look like a financial adviser?! Do your own research. I'm here to share my thoughts, opinions & ideas, and for entertainment purposes. Mostly. - ยานยนต์และพาหนะ
My new favorite Tesla news source; the others are falling by the wayside ❤️🔥
me too
You know it’s good when a sixteen minute video feels like a five minute video. Good stuff Will!
It didn’t feel that short when I was writing & editing it! 😂 Thanks though 👍
I’ve been frothing-at-the-mouth waiting for an affordable $25k Tesla ever since they hinted it, five years ago!!! If Tesla actually makes it (not the Cyber Taxi), and it’s cool looking and not an embarrassment, I’ll buy three of them!
If you safed 5k a year ever since you could buy a preowned m3
He turns the impossible into late.
Another thing, the Robotaxi will be driven 100% by wire for all functions. So to add a steering wheel and pedals one only needs to plug them in and bolt them down in the car's interior, a cost of a few hundred dollars at most.
Robotaxi is vaporware, at this point. Remember what Elon said in 2019:
"1 million robotaxis by the year 2020"
How did that work out? 😀
@@DerekDavis213 To derive that it's not coming because it's late, is daft. The Cybertruck was late... now they build 1000 per week.
@@TeslaJigsaw Yes, 1000 trucks per week that are basically a *fiasco* . Has there been another recall yet?
It is not daft to *quote* the CEO of Tesla, and 5 years ago he was dead wrong about robotaxis. So why believe him now? That is just Logic 101. Perhaps you should enroll in that class at the University of Yorkshire? 😀
@@DerekDavis213 Q:Why believe it will happen now when it did not happen 4 years ago? A)They have 200% more compute and storage power and also double the amount of autonomous miles(2 billion) of data collected and can retrain their neural networks with updates improving the drive on a weekly basis!!!
@@chrisroger2000 $1 billion in NVidia hardware, and training the neural networks 24 hours per day for months.
But today, the very latest 12.3.6 still makes mistakes on any challenging route. Human supervision is 100% required. What a disappointment!
Love the positive content! Liked and subscribed 👍
Appreciate it!
First time viwer of your cannel. Great video. I subscribed. 💪👍
Thanks buddy, you might enjoy my other vids too... take a look sometime! 👍
Hi Jigsaw, your research into Tesla is truly amazing and your presentation is clear and accurate i am a retail investor and following Tesla for many years. Now that FSD is to be law in 2026, this will revolusionise driving technology in th UK.
awesome video Will
What an amazing, well prepared and informative video! Absolutely loved it!💕🙏
I just subscribed because I love your sense of humor! Keep up the good work!
Thanks buddy! 🙂
Love your vids Will! Solid, dense information delivered with levity and a wee smattering of self deprecation- works perfectly for me 😀
🫡
Tesla is great and not just cars
Less than *one* *percent* of cars in America are Tesla. Most Americans are not interested.
Wow, great channel! Subscribed!
Thank you!
Tesla all day great company and man.I look up to this man all day and has a great personality
One of your best videos Will. I like the enthusiasm and humour. My weekend has jumped up a notch, thanks! 😅
You’re awesome. Thank you 🙏
Great vid
And most people have no idea, what's going to happen with Federal regulation of driverless autonomous cars. LEM and Telsa have laid great groundwork for the regulation that they're trying to circumvent. It's not going to be pretty. There will be Federal regulations.
Very informative video mate! Keep up the great work!
Thanks, will do!
Efficiently and artfully packed with a ton of useful information and delivered in a self-deprecating and entertaining way. Well done, Will.
Why thank you! 🫡
Thanks Will, great vid.
No problem 👍
good efficient and thorough summary
Afternoon mate
Great video Will. Your sense of awe properly captures Tesla's technological prowess. (Same with SpaceX... and Neuralink... and DOJO...) I'm planning to add my Model Y to the robotaxi network to add to my (TSLA) stock holdings; will let you know how it goes.
I hope to do the same with my M3.. no doubt a few years before regulations allow that here though. Hope to have a Ludicrous by then so on second thoughts, perhaps not! 😂
@@TeslaJigsaw Keep the M3 for robo and pay for both with generated revenue. I don't physically have room for two vehicles or I would do the same.
I like that you can chose who has access to the car. We care about our Tesla and are choosy who gets to drive it.
I can control who has access to my Toyota or Honda too. A key is needed to drive the car!
I'm excited my only thing is what if when you're tesla is in taxi mode the person who's in it dosnt plug it in amd your car dosnt make it back to you
Cheers mate 👌
No problem 👍
Cybertruck now being displayed in Australian showrooms, Sydney first.
This will all be very clear to everyone in a few years and the stock price will reflect that
You're getting even better, Will!
🫡
It's all a great idea 😊
What amuses me is that Nvidia stock price has soared because of A.I. as their profits increased some of that was generated by selling a shed load of A.I. compute to Tesla yet the WA analysts say Tesla is just a car company 😂
No problem ordering a Robotaxi, if we order a taxi now, the company sends us one of two Mod 3,s or a Ioniq 5. 😮. Having an EV without a driver will be weird at first but adapting quickly to change keeps one sane. 😅
Nice to hear! And I love your sanity checker 👌
Love your presentation style. Shame that Tesla have to charge so much in the UK, with all of the additional taxes. For a full spec car the Tesla Model 3 RWD is cheaper than most other EV's available. Kia Nero EV and Hyundai Kona EV were the best options, but were then £45,000 or as good as with Heat Pump, Heated /cooled seats but Tesla Model 3 had all of this and saved me £5,000. I am 6'2" as is my son, so having a car that he could sit behind me was part of the test, as well as ease of entry for me with a bad neck.
Well now I have had my Model 3 for 3 weeks and absolutely love it. Lack of buttons has meant more time with eyes on the road. Not looking for buttons, screen is easy to see your speed and navigation in one glance. My previous Kia E Niro 4+ was good but the Tesla is fantastic.
Tesla pushes forwards, whilst a lot of people just want to go backwards. It is crazy and I want the future. Robo taxis, would be cheap to use, hopefully more plentiful and easy to use, so could be very helpful to those with medical conditions, no car, etc. It would start to alter the question of car ownership and I would think those on the edges of our towns may then not need a car.
Great to hear your thoughts! 👍
Exactly mate Tesla should be T.N.T(Tesla New technologies) Thanks to explaining to the masses!
I can't decide if Elon has been lucky, in that they started trying to make FSD many years ago, before deep learning and LLMs had even been invented, but were fortunately prepared for it because they already had the hardware in the cars, or if he's actually prescient, by adding the hardware in preparation for when FSD would be possible
You're talking about a guy who got into rocketry 20 years ago, and already gets payloads to orbit 20 times better than NASA, at 90% less cost. Luck has nothing to do with it. Elon is playing 3D chess in a 2D world.
Both might be true. There’s an element of luck in everything (doesn’t take away from extraordinary level of hard work though!)
@@awabooks9886 And yet, Elon has no engineering background. And he lost many billions of dollars on Twitter.
While it is interesting to compare the robotaxi to elevators, I don't think building owners who house an elevator had to pay a subscription fee or a percentage of each lift. We can easily assume that Tesla will take some kind of cut out of the taxi service between the passenger and the robotaxi owner. It would be great if it was open to third parties to work outside of Tesla's app but they're going to further monopolize another industry.
The comparison was merely meant to show similarities between pressing a button for an elevator or robotaxi. It will become normalised in time to trust both 👍
As of today, Federal authorities say a "critical safety gap" in Tesla's Autopilot system contributed to at at least 467 collisions, 13 resulting in fatalities. That said, regulatory approval is going to be a tremendous challenge for Tesla. This is just one of the many challenges that Tesla has to contend with. It just seems like Tesla always has some issue that they have to contend with that causes Wall Street to sell off the stock which drives the stock price down.
I wonder how many human error collisions and fatalities were in that same time frame? Also auto pilot is human supervised not full self driving. I bet almost every case was operator error thinking the car was going to do everything. Auto pilot is basically a better cruise control. People are just not very bright sometimes
Annually, you have over 40,000 traffic fatalities in the US, nearly 20,000 in Europe … clearly, human drivers are a „critical safety gap“ … let‘s get rid of human-controlled vehicles 🙈(these numbers are official statistical data from 2022)
I have a different view if the "interim" vehicle.
.
I think that it will be the "conventional" body, assembled in a slightly different way (maybe front/ rear castings "pre-assembled" as per unboxed?) Then meeting at "final assembly.
Agree regarding the 48v, steer by wire... Plus electric brakes??
That gives the cheapest "old model" piss8 (could THIS be "Juniper"?)
.
Meanwhile, as they toad test the systems on the 3² and Y² the full unboxed system will be perfected.
.
Still don't think its a 2 seater (London Cab regs/ Wheelchair?)
.
If it's "cyber like" I dont think it will be Stainless steel.
Logic would dictate
Cube.
Sliding door,
Low floor,
Modular, various rear sections for Taxi, Van, pickup, etc
.
Commonality in huge numbers.
This is probably an Apple moment before Wall Street understood that Apple was now a media company.
Pretty reasonable stash for some of your savings. Then don’t touch it. Sit back and let the Tesla bredth of ideas play out.
and don't forget the second hand car market for a cheep tesla
What is interesting to me is we heard nothing about further factories. We know that Elon is supposed to do something in India but we don't know what yet.
There is always the chance that Teslabot labor will drive the cost of labor in Tesla factories so low that there is not as much need for cheaper labor in India.
Possibly the only reason would be location advantage in Asia as well as raw material access.
No one will be barfing in my car.
Excellent summation of an exciting company that will most likely make us rich.
A Vice President of Engineering just left Tesla, and cashed-out ALL his stock. Does that inspire confidence?
@@DerekDavis213 Did you know that by law he only has 90 days to take action on all his stock options or he loses them? That's the law. Ergo he had to do what he did or lose the money.
So my answer is "Yes" I'm confident.
@@nickmcconnell1291 Why not wait until the stock goes up? Or maybe this insider, this *Vice* *President* knows that the future is grim? He's got 90 days to work with.
@@DerekDavis213 Interesting that the Chinese govt is now going to let Tesla sell FSD in China. More money in Tesla's coffers in the long run.
You might want to hedge your bets and buy some TSLA just in case?
@@nickmcconnell1291 China will just copy or *steal* FSD, and give it to BYD or Xiaomi.
Do those people in Beijing know how simple minded and dumb that FSD currently is? It makes mistakes every day, after *four* *years* in beta.
👍🚘Tesla 💯
I purchased a 2016 S 90 D in January. It has FSD 1.0 Hardware, batteries and motors warranted until December 2024.
The battery pack just went, Tesla will replace FREE. I'll spend $1,800 for the latest Infotainment upgrade, and latest FSD AI Hardware.
Now I hope to add my car to the Autonomy Fleet, possibly as a "Premium" vehicle? Yep, I'm an unabashed fanboy ❤️🔥
Oh nice! How many miles had it done before the battery issue?
@@TeslaJigsaw
105k. A little disappointing, but if it was to fail, thank the Fates it failed under warranty!
Oh and Tesla Service called me this morning, turns out the previous owner had already upgraded one of the Infotainment components, so my $2,850 quote just dropped to $1,800 😍
Should change their name from Tesla Motors to Tesla Technologies 🤔
Why are analysts cutting their price target? Because they believe Tesla stock being up 20% is potentially short-lived. As of today, Federal authorities say a "critical safety gap" in Tesla's Autopilot system contributed to at at least 467 collisions, 13 resulting in fatalities. That said, regulatory approval is going to be a tremendous challenge for Tesla. This is just one of the many challenges that Tesla has to contend with. It just seems like Tesla always has some issue that they have to contend with that causes Wall Street to sell off the stock which drives the stock price down.
It appears you failed to hear what Elon Musk said, that where there were not enough externally owned Teslas in the Robotaxi fleet it would supplement with its own vehicles.
But why not do it just with Tesla's own vehicles as you suggested? It's the economics. Consider them. If I make a "Model 2" that costs me $18k and sell it today for $25k I immediately gained back my investment in car plus $7k profit. If the buyer adds it to the fleet for an average 8 hours a day that's 56 hours a week. If the car averages 25 paid miles an hour that's 1400 miles a week. If Tesla gets $0.30 a mile that's $420 a week profit, or $21,840 a year. The owner pays for the electricity, the cleaning and upkeep, the tires, insurance, etc. It can use all that money to make more cars, build factories, do R&D, or whatever.
So the company is $46,840 ahead after the first year.
Now assume that Tesla puts its own car in the fleet. It loses $7,000 in gross profit, has to carry $18,000 on its books, pays for all the upkeep, etc. So let's assume it nets $0.50 a mile. It would have to drive 50,000 to cover just the production cost plus the lost profit. It needs more miles to pay for maintenance, insurance, etc.
It is better business to sell the cars.
Interesting, thanks for your comment
Except the guy dosnt understand how capex works in a company since he is failing to amortise the cost over the lifespan of the vehicle.
7 million by the end of 2023? Now I know Tesla is impressive, but... ;). Love your work!
I believe he means Grand Total Vehicles Produced, not just this year. As I think Tesla recently announced 6 million already produced, 7 million by year's end seems low.
Yep, but I just included Teslas with relevant hardware in that 7M (not old S & X’s)
@@awabooks9886 Clearly I have been smoking too much but pretty sure it is 2024 now :) Ignore me. I do ;)
I'm buying a model 3 and will rent it using Tesla Ride-hailing app: that could bring me a nice 40,000 Eur net profit every year ... With that profit I will buy a few Optimus robots, and rent them to my neighbours for doing some routine jobs on demand ... Of course, all the power is from Tesla solar panels which are stored in Tesla powerwall so I can go off grid, and make some revenue from selling electricity during peak hours ... Of course, Tesla will be happy, because tesla will get revenue from every kilometer I'm getting out of the robot-taxi activity
That’s some serious forward planning! If Tesla continues to execute & disrupt like it has been, then this ‘wildly crazy’ set of ideas will become reality 🤯
The idea that I might want to add my car to a robotaxi fleet to make money while I'm not using it is absurd on its face. To think I'd place my personal vehicle into a robotaxi fleet to be used and abused by the general public is spectacularly delusional. The value calculation ignores opportunity cost ... my personal vehicle would be unavailable for my use while out running robotaxi missions. It has more value parked in my garage available for my use than it ever could as a robotaxi. Should I ever have a mind to enter into the robotaxi business I would shop the used inventory for examples already equipped with FSD to build my fleet.
If you have that much distrust in people then it isn’t for you also 2 things. 1 you could do what most people do and put cameras in the car so if someone does something you have their face and report them to the authorities also 2. It’s a app which most likely means a account is needed and therefore all the persons necessary information could be available to you or atleast to Tesla them self and you could report it to Tesla and they could help with the process of having the person pay for the damages
They had the robotaxi app mockup years ago. That is the easiest part to do. ALSO their vision only FSD has not been proven. You are insane.
Agree, App mockup is the easy bit. However they have accelerated the timeline to build dedicated Robotaxi's, and will reveal it on 8/8. That should give a clue as to how serious & close they are to solving autonomy. Have you watched Videos of FSD V.12 in action? Not perfect, but 99% of the time it is doing the job of a competent driver. Of course, this WILL continue to improve with more video training data. They have the solution to autonomy, it's just a mater of data & time now. Perhaps I'm insane too, I'll give you that one
Tesla will survived. I also noticed that Tesla and EV cars depreciates a lot but their price continues to be a lot cheaper than ICE cars which makes it a compelling choice for any car buyers. They will figure out the battery safety issue down the line. But the new features of EV vs. ICE is becoming more clear that EV is getting cheaper even though I still can't afford a new EV car. I might consider a used Tesla down the road.
Tesla is not a car company, it is a software development company.
Yes, software development. FSD is *years* behind schedule, and the latest FSD software still makes mistakes every day. 100 percent human supervision is required. So disappointing.
Just bought more stock.....
A VP of Engineering just jumped ship at Tesla. Maybe he knows something that we don't ?
First
Taxi!
People start buy other EV cars than Tesla for Tesla are not only EV car are competition BYD are biggest one
The moment you said, "Model 2," I was done watching your vid. NO ONE at Tesla refers to the "unboxed compact car" (aka "RoboTaxi") by that name.
Here is how to interpret what Tesla announced:
1) Elon finally won the argument (described in his auto-biography) to ditch the $25,000 car based on the gen 3 platform. Two things formed this... cheaper batteries from suppliers and true FSD coming very quickly.
2) Instead, Tesla will use their existing lines to make this more affordable car and other models. Tesla will use some of the unboxed techniques to make them cheaper to manufacture but has warned that the margins on these cars will be slim.
3) Tesla, at first, will make no more than a million of these more affordable cars as they max out their existing factories to 3 million.
4) Robo-taxi will be made fully with the unboxed method and they will start making them in Austin to supply the first test cities with taxis.
5) After robo-taxis launch in certain cities, and while Tesla tussles with regulators and if things go promisingly, the new Giga factory in Mexico will begin construction. Tesla knows that it won't need this factory online for a few years while FSD proves itself to regulators in various regions and countries. This factory will then make the robo-taxi for N. American continent. There probably will be others elsewhere in the world if the taxis are allowed there.
BTW... the above also may explain Drew's departure. Drew and his team has already finished the design of the robo-taxi unboxed assembly line. Given Tesla's decisions it appears there are to be no new platforms to be designed and built in the near future. Drew likes challenges and probably saw work ahead that didn't excite him as much as new ground up engineering does. Just a guess but probably part of his decision.
Great summery & points
@@TeslaJigsaw 🫡
🤣
Maybe rename
the ride ”Hail” in Germany? Übertaxigeführer?
4:28
Your just making up your vlog by using actual phrases and sentences used by Elon and others during the earnings call.
I *COULD* have said that, but not being German, it may have bern considered bad taste....
Hahaha ecoterrorists... " they came... they came out of the woods!!":D
Tesla had better do something *soon* !
Sales are down
Stock is down
15,000 employees were laid-off
FSD is years behind schedule
Cybertruck is struggling
Optimus bot is inferior to *Atlas* *bot*
What about Elon makes people unquestioningly believe him? Have you seen anything of the cheaper Tesla? The Cybertaxi? Is their FSD anywhere near good enough to run autonomously? Tesla fell behind when Elon overruled his engineers and went with low res cameras only. Now many manufacturers are ahead in autonomy and nowhere near going full auto. How many years does it take after a Tesla reveal party before a product appears? 4 years? 5 years? You honestly believe his robot will be working in his factories by the end of the year? Have you seen what the industry leaders are working with and they're nowhere near a release. He's been caught faking recent videos of FSD and the robot and STILL you believe him. Years of lies and exaggeration and people still unquestioningly simp for him. Amazing. Musk defence force assemble!
Move bull💩 hype…
Who cares
Sorry with Musk's history of bloated verbal diarrhoea, if that puts your little minds to rest "good on ya".