𝐓𝐞𝐬𝐥𝐚 𝐍𝐨𝐭𝐞 𝐟𝐫𝐨𝐦 𝐌𝐨𝐫𝐠𝐚𝐧 𝐒𝐭𝐚𝐧𝐥𝐞𝐲; 𝐇𝐮𝐠𝐞 𝐂𝐡𝐢𝐧𝐚 𝐍𝐞𝐰𝐬; 𝐍𝐯𝐢𝐝𝐢𝐚, 𝐀𝐩𝐩𝐥𝐞, 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐏𝐚𝐯𝐞 𝐭𝐡𝐞 𝐖𝐚𝐲

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  • เผยแพร่เมื่อ 26 ก.ย. 2024
  • Adam Jonas of Morgan Stanley put out a new note on Tesla. I actually agree with a major portion of his recommendations. But not all. Then the news from China is stunning regarding Robo Cabs.
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ความคิดเห็น • 24

  • @NasserDabaja-go2hd
    @NasserDabaja-go2hd 3 หลายเดือนก่อน +11

    Everyone wished they bought nvidia when it was beaten down and many will regret not buying tesla now in the future.

  • @Dr_MoosaMD
    @Dr_MoosaMD 3 หลายเดือนก่อน +1

    FSD unsupervised and robotaxi are coming, but we should not make the assumption that it's imminent. We did that 5 years ago and all it did was disappoint. It will eventually be solved, but it should not be surprising at all if it takes another 5 or even 10 years.

  • @billthebuilder1579
    @billthebuilder1579 3 หลายเดือนก่อน +2

    A video juggernaut, It never ends multiple times per day. keep it up.

  • @tireddad6541
    @tireddad6541 3 หลายเดือนก่อน +4

    I would like a little discussion of the lawsuit filedd by Amy, for the benefit of Tesla

    • @Richard-cq4kv
      @Richard-cq4kv 3 หลายเดือนก่อน +2

      The U.S. Chamber of Commerce is joining the objection.

  • @Richard-cq4kv
    @Richard-cq4kv 3 หลายเดือนก่อน +3

    It doesn't matter what the judges final ruling is, it's going to get appealed either way, meaning it's not going to be over for a minimum of 4 more years.

    • @Sue-zz3lj
      @Sue-zz3lj 3 หลายเดือนก่อน +1

      Huh? Lol, spread the FUD DUD. Unbelievable 😂😂😂😂😅😅😅

    • @Richard-cq4kv
      @Richard-cq4kv 3 หลายเดือนก่อน +1

      @@Sue-zz3lj Santa is real🎅

  • @matthewgoedtel5998
    @matthewgoedtel5998 3 หลายเดือนก่อน +2

    Havier Milei is doing a great job if you ignore the increase in poverty, unemployment, lowering of the exchange rate of the peso, increase in malnourishment, and nepotism. He has his sister, who was a tarrot card reader, running the government. Peoples' savings and salaries have collapsed.

  • @scottbreseke716
    @scottbreseke716 3 หลายเดือนก่อน +3

    Tesla's 2nd quarter results will be very good.

    • @BrunoHeggli-zp3nl
      @BrunoHeggli-zp3nl 3 หลายเดือนก่อน +1

      How so?Very bad salesnumbers and less Profits wont Help!

    • @Mrbfgray
      @Mrbfgray 3 หลายเดือนก่อน

      @@BrunoHeggli-zp3nl Hard to see how, energy growth and margins excellent but still very small. FSD revenues??

    • @michaelgilby3528
      @michaelgilby3528 3 หลายเดือนก่อน

      Good luck with that, with price cuts eps will be down.
      Robo taxis at least 3 yrs away!

  • @noleftturns
    @noleftturns 3 หลายเดือนก่อน

    I bet that when a new US president takes over in Jan of 2025
    the RoboTaxi market comes under the control of the US Dept of Transportation
    and things come to a grinding halt.
    I'm a private pilot and friends of mine build their own airplanes
    They have to stencil the word "Experimental" in a predominate location on the plane
    but the aircraft has to be inspected by the FAA at certain stages of build
    and the safety of the public is paramount in the process.
    I bet the same structure will be forced on anyone building an experimental car that drives itself
    and would not be surprised if its operation is done on a closed track until the DOT certifies it for further development.
    Up until now self-driving cars have had NO oversight by the US Federal Government and I bet that changes
    when #47 takes over in January.
    The current way self-driving cars are allowed to roam busy streets is totally insane.

    • @RandyKirk_YouTubeChannel
      @RandyKirk_YouTubeChannel  3 หลายเดือนก่อน +1

      Elon thinks that if they can demonstrably prove that fewer people will be hurt or die, by a lot, that this should be enough. If you were the head of DOT, why wouldn't that be enough for you?

    • @noleftturns
      @noleftturns 3 หลายเดือนก่อน

      ​@@RandyKirk_TH-camChannel That's not any proof of anything.
      Driving like flying is a privilege extended by the state
      to those that pass the requirements the state demands.
      I had to pass a rigorous pilot license test
      ALL the self-landing AI software now available to the public
      that can fly and land an aircraft safely were approved by the FAA
      I'm sure there are FAA regulations that specify what AI has to do to fly around weather and land a plane are spelled out.
      Companies like Garmin are approved for self flying aircraft.
      Trust me, the Federal Government will be regulating self-driving vehicles
      and they will set up the tests the software must pass to be certified.
      It's not the other way around like elon and the AI geeks think.

    • @iainmrodgers9991
      @iainmrodgers9991 3 หลายเดือนก่อน

      The current way Tesla is testing fsd is safer than human drivers without fsd

    • @noleftturns
      @noleftturns 3 หลายเดือนก่อน

      ​@@iainmrodgers9991 Using that logic, everyone who eats a carrot will die - don't eat carrots to become imortal.
      that's what happens in the real world - eat a carrot and eventually you die.
      so not eating them means....
      Just because using FSD shows lower deaths per million miles
      does NOT mean FSD is safer than a human.
      It means nothing statistically
      Folks who buy Teslas have more money than the average driver
      Folks who buy Teslas have higher IQs than the average driver
      Folks who buy Teslas probably don't drive drunk as much as the average driver
      Folks who buy Teslas that use FSD have to keep their hands on the wheel more often than the average driver
      more alert
      can't fall asleep
      none of the above has anything to do with the actual performance of FSD
      so the stats "proving" FSD is better than the average driver are just bullshit...
      typical elon bullshit

  • @taylorc2542
    @taylorc2542 3 หลายเดือนก่อน

    Phones are valuable for the data to train AI LLMs. I think Elon is worried that the OpenAI/Apple partnership will give them so much data that Grok will never be able to get its footing. I wonder if Tesla will pay people for data collected in-car e.g. listen to in-car conversations for LLM training.

    • @brianwheatley6581
      @brianwheatley6581 3 หลายเดือนก่อน

      Elon owns X, the largest stream of language data in the world. It had little to do with free speech

  • @stvybaby
    @stvybaby 3 หลายเดือนก่อน

    It you cant beat them, FUD is hopium.

    • @MegaWilderness
      @MegaWilderness 3 หลายเดือนก่อน

      FUD is the opposite of Tesla hopium