Elon Musk Confirms NEW Tesla at Earnings Call
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- เผยแพร่เมื่อ 24 เม.ย. 2024
- Tesla making 2 Model Y's at Giga Texas, Robotaxi confirmed for 2024, Cybertruck updates, Tesla record earnings and more!
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Elon Musk - ยานยนต์และพาหนะ
So, can someone point me to where Ryan told us about the new Tesla being announced? I watched his entire video and must have missed it.
It was the Taxi
"tHe RoBoTaXi"
@6:30
Meh
Removing stuff;, but becoming more expensive. Has Tesla been bought by Apple? As a Tesla owner who is looking to add a second I'm becoming very discourage.
A quick story about the mobile charger: My wife and I just got back from a trip to a remote part of SE Oregon where we stayed for several days. Since the supercharger was 99 miles away from our destination, I made sure to charge up to 250 miles of range so I would have enough to get to our destination and then back to the supercharger. When I reached the destination, I had 143 miles of range left...plenty to get me back to the supercharger. Problem was, it was about 30 degrees there each night, and when I checked the app on day 3 , it showed only 108 miles of range! That would be cutting it too close, especially considering we weren't scheduled to leave for another day. Fortunately, there was an RV park a couple of miles away that let me plug in to their 30A RV outlet WITH MY MOBILE CHARGER!!! They charged me $15 to charge the car to full (cheaper than the supercharger) and I left it plugged in until the next day so it stayed charged up overnight. If I hadn't had the mobile charger, we would have had to have the car towed to a charger at an huge cost. Not to mention, I charge my Y at home with the mobile charger and a dryer outlet. If you have an EV you need a mobile charger...period. It should come with the car.
It is true. People should have them. I like what you did at the campground. It is funny that campgrounds are not able to be on apps that list charging stations. They could take people by appointment and add extra revenue..
Just add it at checkout
Hey, there are also people who would probably never need the Adapter, so supplying it Automatically could be a little wasteful as opposed to being a reasonably priced optional extra … I don’t think that they should be expensive but being standard kit for a vehicle that didn’t need one is wasteful. A bit like full size spare tyres for cars always in the City and easily served by mobile Automobile services …
This is a perfect example of why having the UMC included with the car is important. You may not realize you need it until you need it. When you realized you needed an alternative charging option out in the boonies, Musk's promise to reduce the UMC cost to $200 would not be worth anything when you find yourself in a bind. Good job that it was in your car. Thanks for sharing.
@@chrisbraid2907 So let them check a box declining the charger and give them $200 off the price of their car. Every electric car should have a charger.
Well, I have to disagree w/ Elon on this one. Even if you don't use it at home, which I do, most will still rather have one kept in their car for emergency situations. I've thought about buying a second one for that reason. An Electric vehicle without a way to charge it out of the box is just bad.
I have honestly never charged my car any other way than the charger that came with my car.
@@jlisaacs same!
iPhone
I bought a second one right away just incase the one I use at home fails. It is out of stock most of the time, so get it when it's available.
@@YTYTYTY7 Yep. I have a spare. I have the connector bundle as well.
I see the included charger similar to cars having a spare tire. Maybe you don't use it all the time, but when you need it, YOU NEED IT.
My Tesla didn’t come with one of those, lol. Got my charger tho
Haven't seen a spare tire in a new car for 10 years
Most new cars don’t come with a spare tire anymore
Most new cars these days don’t come with a spare tyre anymore
@@HarpreetSingh-tt3io That is completely not true. Show me some statistics that you're getting this info from. And don't just randomly pull a link from Google without sources.
If nobody uses the Mobile Connector, then why is it always OUT OF STOCK, Elon? Riddle me that.
100%
Because they don’t produce enough of it.
Elon roughly quotes: 'Charger used by 1% of owners' That's how l read it!
Because dumb people keep buying it.
Riddle solution: Nobody uses it because it is always out of stock.
You know, I own a Tesla 2018 M3 and it came with lumbar support on both sides, homelink, mobile connector, and autopilot enhanced for $55k. Now I'm trying to buy a Y performance for $80k and it doesn't come with lumbar for passenger (my gf isn't going to be happy for our long trips), no homelink (I have to pay to get into my own garage....), no mobile connector (this only way I charge on a daily basis). I love Tesla but for $80K I'm expecting a little bit more tbh. Am I the only one/...?
Based on sales, yes.
Could Tesla remove back seats and make it optional if those Seats are reported as empty?!
Great idea 💡! Ninety nine 🤔percent of the driving I do is alone or with one passenger. I use both the trunk and backseat for the same things. It could be better if the back seat was an option. The best part being no part if it’s not going to be used!😃
@@malcolmrickarby2313 I firmyl believe consumers would be the losers in the battle to use driving analtyics to shave costs by OEMs! Companies like Lexus do use crappy but soft tires on their NEW cars to make the test drive more plesant. But it accelrates the time the owners have to replace them. So, the battle with Tesla is just starting and wont end til their cost cutting leads to some dead drivers.
Tesla started with the intention of making their cars as safe as possible. I doubt that they will compromise safety for profit.
Maybe they'll take away the right turn signal if the analytics shows people don't use it as much as the left one. After all, statistics don't lie!
All I use is the included charger. I don’t need a fast charger I don’t drive much. There’s probably a lot of people out there that’s in my situation too; taking away the charger is like taking away your phone charger. Wtf
@@MadmaxMusic93 exactly lol
Why was ‘COVID’ removed before the word ‘cases’ when talking about Giga Shanghai. It’s on the earnings call synopsis (and even an earlier frame) but when Ryan specifically spoke about Giga Shanghai the word COVID was whited out and he didn’t say it. Bizarre.
Monetization?
It should be called CCP virus but that pisses off too many people. SARS2 could be a fair compromise between a proper name and neutrality but it is too late to change anyone's mind now. The whole world calls it covid and the Chinese Communist Party has once again won without anyone trying to counter them.
The algorithm probably detects and flags it.
Yes, we live in 1984... :(
I suspect the folks above me are correct; YT has become so bad that you can't even report facts about the pandemic. So glad Elon bought Twitter.
Brother,
I CANNOT WAIT for a Model Y cargo cover upgrade kit from Tesla. I'd love to install one asap.
Again, fantastic report!
Cheers
Eric
I live in CA, and have Tesla insurance. About three weeks ago, I turned on the Safety Score beta to see what it was about. I found it to be too vague as far as feed back and too sensitive in some situations. So I turned it off yesterday (score of 93).
Vague: I got dinged now and then for following at an “unsafe” distance, but never was given any idea what the car determines as “safe.”
Also, on occasion, I’d get dinged for near collision. They were not near collisions. Both times, the car in front was making a right turn. I’d take my foot off the accelerator, engaging my regen, while monitoring the car’s progress with completing its turn. The car in front was well out of the way when the alarm was sounded. In neither case did I need to apply my brakes - regen was more than enough.
And I got dinged a couple times for “hard braking,” which I have no idea what caused that to get flagged. I rarely use my brakes, and never use them aggressively. (Actually, I am guessing at the what caused every red flag I got - there’s no indication at the time of the occurrence that I’ve violated the safety parameters.)
I am all in favor of using driving data to establish insurance rates and have no doubt I’d see a reduction in my rates (currently ~$150/mo). But this Safety Score has a long way to go before I’d want to rely on it being the determining factor.
The suggestions Tesla has for improving the scores are vague and too general. The braking one discusses g-forces (umm, I am not an astronaut and unfamiliar with what 0.4 G feels like!).
Why not give instant feed back to the driver so they can adapt their driving right then and there? “You’re following too closely,” or “Easy on the brakes, cowboy!” As it is, I had to wait until I got home to connect to my Wi-Fi to get feedback. Too little, too late in my judgement. It seems to have the white knuckle factor turned all the way up to “Granny” level.
I’ll try it again later to see if it improves, but in my experience, Safety Score, like FSD, is not ready for prime time.
Personally I don't give a shit about FSD. I didn't buy 2 $55k cars for it to drive itself. No. I want the driving pleasure. Also FSD is decade plus away if not 2.
I did this with Progressive when I had a Model X. I was driving down my own dead end street at about 16mph when a woman came out from behind a van into the street. I jammed on the breaks and was able to stop in time. I got dinged for "hard breaking." At the end of the trial, I saved $3 on my 6 mo policy. Not worth it.
@@fr9714 I understand. I didn’t order FSD either. I don’t have a problem with the concept, and I do use Auto Pilot sometimes and find it useful. But I totally agree with you - the car I have is pretty enjoyable to drive! Zoom! Zoom!
@@kevincourcey813 There is a cul de sac I turn around in every day after I drop my son off at his grandparents. He gets out, and then at 5-7 mph, I make a U turn. Several times, all sorts of alarms sound off, the steering wheel shakes, and the car tells me I need to take control immediately! (Which demonstrates that immediate situational feedback to the driver is feasible.) It’s a rare event, happens around 2% of the times I make exactly the same turn. I have no idea at all what causes it, but it certainly gets my attention! It’s like 7:30 AM, and there’s absolutely no other traffic at that time. But I can imagine it would have a negative impact on my insurance rates the way Safety Score beta is set up.
It’s too one-dimensional, and like I said, too vague, not transparent, and far too sensitive for me to use it as it is.
Great report Ryan!
I'm concerned Tesla data about mobile power kits may be mistakenly erroneous data. I suspect many people like me own two mobile kits, 1 for regular home use with NEMA 14-50 and a 2nd that sits in the Frunk and is rarely use except on trips.... thus up to 50% usage data for such owners like me is a poor representation of actual usage and reasoning for the choice of a 2nd kit.
The data analysis must specifically eliminate the 2nd mobile kit for anyone who owns 2 mobile kits and only a single car.
Tesla should update analysis and reinstate providing the mobile charger kits.
I use the mobile kit because it only cost me $200 to install the NEMA 14-50 Outlet in my garage, plus the moble it offers flexibility that the 60amp hard mounted Tesla charger not.
Cheers,
Eric
Ditto.
also ditto, I didn't want to have to unplug my 14-50 outlet as they aren't really meant to be removed. how often do people unplug their stove or dryer? And yes I get you can get an RV style or Industrial outlet designed for that, it was easily triple my standard 14-50
I agree, and have the same. I bought a gen 1 mobile connector for home, and have the supplied connector in the car for emergencies. A mobile connector is needed.
I have a wall connector at home but keep the kit in my car for charging at work and emergencies. Without it I think I'd lose some peace of mind.
Agreed with all. If Tesla shops a car without a way to charge it right off the bat, it is a disaster. They can always get a third party charger and use the included J1772 adapter, but you’d still make that an inconvenience to the owner. My minke connector is the PRIMARY charging source for my car.
Love your content, I don't even believe others titles on tesla updates unless I see it comes from here lol keep doing what your doing!
@ElonMusk is looking at the data WRONG! It isn’t how much you use the mobile charger or IF you need to use it!
It is a question of WHEN You will need to use it. You NEED the mobile charger when you have no other option to charge.
You can fix a flat or call for a tow if it is too serious. That tow is to many tire places and you can be on the road in no time. Everyone should have a mobile charger and some adapters. You could become stranded without it.
I appreciate how you present all the news about Tesla good or bad.
thank you for the update
If people aren’t using their mobile charger Elon should have some sort of recycling program this way maybe people can buy a refurbished option at a lower price.
Ordered my Y sept 18th and I’m still waiting for delivery. Had a EDD of April 18-30th and got pushed further back. Yet somehow they still breaking records 😂
yes I am September too and I have an EDD of August. So Frustrating..
Long range or performance?
@@trojanesc wow! I fear this will happen to me also.
@@x7judy long range
That’s actually a good thing. More likely to 4680 batteries
I use the mobile charger at home to charge. How can he say no one uses them. I would be pissed if I had to buy one. I thought fast charging all the time was bad for the batteries?
Great information...
Thanks
Was thinking about getting a model 3lr but with all the price increases and now taking away standard equipment, and I just got used to the idea of no spare tire well sorry going to go in another direction.
They should give you the option to either get a UMC or wall connector with the car. I charge with the UMC, and I will actually put it in the frunk for roadtrips so I have options. Very cheep and shitty that they would not include ANY charging option.
You have the option. Buy what you want and use it.
The Toyota CEO was right…there should be a longer transition period with PHEVs before going all electric…the materials can’t be mined fast enough.
carpet pockets always been standard in shanghai as has carpet lining in the rear
Great Video, Very Useful Information. Thank You.
Two things - I always charge with the mobile connector and how can someone in Canada sign up for insurance in VA?? Can I do that?
Thanks for the better thumbnails and titles Ryan
Value of supercharger network so far:
33,657 installed stalls x ~$49,000 in value per stall = $1.65 B
:O
You misheard, they plan to make structural packs at Austin and only use non structural packs as a backup. They stated they don’t anticipate having to use non structural packs in Austin because the 4680 ramp is on track.
0u0iiii8
I ordered my first telsa April 19, it's gonna have no charger and I did not have an easy option to add it :( And as a renter I'm gonna rely on that almost exclusively
this is the situation i'm in too. really upsetting
Was gunna buy one, but going to wait some years for the EV's to get more advanced, a gas car is more convenient rn
Thanks Ryan! My MYL 7 seater w/FSD was slated for delivery early May. Just changed to simply June :(
If Tesla is going to manufacture the 2170 out of Texas for the LR model y, they’ll never “run out” and start using 4680.
Am I missing something?
They seem to remove elements that are supply constraint so that they can seamlessly continue production and deliveries, makes sense in those times.
i mean the robo taxi would be perfect as a shuttle across controlled environments like airports for the time being, cant see it hitting the roads for a LONG LONG TIME
About not including the charger cables; would be interesting to see a hacker group respond with some sort of software that let's Tesla owners have more control over their cars like Linux vs. Windows et al. Not sure what that would entail but hopefully you get the idea.
How we know the Y we’ll get delivered ha 4680 battery?
Plastic on the side door when getting in is necessary. Don't want carpet that close where it's prone to get wet and dirty quickly from people going in and out of the car..
So a third-party charger is not available?
When is the insurance coming to other country's
11:34 that misaligned hood says so much
I dont understand why the model Y standard with 4680 makes the most sense- Shortest range and higher price than previous LR Y? Whats the benefit here?
Tesla Insurance for Canada?
Another great video. 👍🏻
Informative as always, thanks! But no mobile charge and no Homelink, seriously? Is this how Tesla able to reduce COGS?
I've never used the mobile connector. I installed a wall charger and occasionally use a super charger.
Yeah I exclusively use the mobile charger since the standard outlet covers my commute overnight, and have a L2 charger within a dog walk if I have a longer trip. It makes some sense for folks to decide but is more complicated for less savvy consumers and is effectively a small price increase.
I use wall charger at home, but nice to have mobile 120 charger for when I'm at work. I use it to charge, but more importantly heat the battery and interior in the winter without depleting the battery
send me your mobile charge then please.
I use my mobile charger exclusively. Connected to a NEMA 14-50 plug. I guess I assumed that almost everyone did that. Why wouldn’t they??
However, the mobile connecter, was supposed to be kept in your car on case of an emergency. Just like if Tesla removed the towhook because most people won't use it.
My forward collision warning goes crazy for no reason throughout my drives. & I drive very defensive, even when I’m not at work (I have a driving job) so that safety score thing would probably give me high cost insurance.
Great info man. Keep up the good work!
Sad to see model 2 is getting put on the back burner 😢😢
Too much demand
True but it would be nice to see it and wait 6 years😂😂😂
Model 2 never existed.
@@matthewp1682 yeah it did it was shown on battery day
@@Dismal187 no it wasn’t.
The wall connector seemed like a reasonable cost but it cost me $1000 more to get it installed. Might be cheaper in areas were electricians are not as busy as my Dallas TX metro area.
Even less expensive if you were not so undereducated to have not done it yourself.
Excellent news program- Austin Model Y with both 4680 and 2170 linesv v interesting- thanks.
Wait, so if I ordered my Model 3 before April 17th, I would still get the mobile connector?
Yes. Orders up to April 17, 2022 will receive the mobile charging kit. After that date, it can be added as a $200 option. Tesla has stated that new vehicle orders will be given priority on the mobile charger availability, so in other words, if you order your Tesla after April 17th, you'll be able to get a charger and not have to worry about taking delivery on a car you can't charge at home.
@@JeffMcNeal Thank you!!
Any time soon Ryan you think California will use Real time data too? I got the beta for saftey score 3 weeks ago and currently at around 96. Would love to have real time insurance rates!
I just want my car already. I woke up yesterday to see that the estimated delivery date has been pushed back yet again to the end of September. 😣
bummer, using 2170 cells in giga austin feels like a step backwards
Yeah, pretty strange considering they previously said all cars coming from there would have 4680's.
Great video as always!
I have Tesla insurance here in Texas and my rates went up not due to my score of 97 but due to the mileage of approximately 13,000 miles in 2022.
Cars are so efficient that people just use superchargers once per week or whatever… also, the energy companies charge us so much for electricity supply & delivery it’s almost the same as using supercharger.
Agreed, I was surprised the difference between charging at home vs a supercharger
@@johny24 I just know I gotta charge my car, atleast it’s not as expensive as gas 🤷♂️
So the robo-taxi is fundamentally NOT A CAR since it won't have driver controls. It fundamentally is a tranport pod, the passenger carrying module in a new type of mass transit system.
4:10, anyone know why the word (guessing it was COVID) was blanked out? Liability issue?
What’s weird is if you go to 2:46, you can see that the word COVID is there. So I gather Ryan redacted it for some reason(?)
@@eswallow3445 good catch. That’s weird.
I'm not sure what other manufacturers are like in the US but, over here in the UK, it's not uncommon to only get a type 2 cable with a new EV these days.
With Tesla insurance based on the safety score… for those of us beta testers, will the safety score be add to the app when insurance is available in our state?
Sedan type/model is nice, but if Tesla have SUV type/model for next that will be great too
Still waiting for Tesla to include windshield coverage in their insurance policy!!!
I think mobile connector usage depends on the area/customer. Wealthier people with more expensive models probably have money to buy a Tesla wall connector. But I noticed driving thru my neighborhood that a lot of people with model 3s are charging outside with a regular wall plug.
That safety score based insurance will be fun to watch in EU. I suspect that they will have to disclose that rating to any insurance company or face anti-competitive charges.
As for charger - ok, don't add it to car, but subtract the price from the vehicle. This is simply another way to make the car more expensive.
I've never once used the mobile connector. Should probably sell it if I can find where I put it.
The Tesla Wall Connector may only cost $500 but you can expect to pay another $1200 on top of that to have it installed with a dedicated 60amp breaker.
This is a very informative report. I haven't been reading about the Tesla quarterly report and glad I didn't because I might not have watched yours. Thank you! One thing though is you didn't talk about the Tesla centers and mobile unit revenue. It was pretty flat. I wonder if that says that the cars aren't needing as much service? Or if service is not as good............lol
The US should’ve standardized to the type 2 connector.
Honestly i think since tesla owns the game of supercharging and has the most cars on the road, the tesla plug should be the standard plug. Especially if they plan to open superchargers to everyone one day
Ryan,
Any chance you can do an episode on Tesla’s continued throttling of Y 7 seat orders since last July??? As you are aware the price is considerably higher on new orders and many of us that have not received our cars are now thinking we are purposely being put to the back of the line with zero chances of ever taking delivery due to the massive loss on revenue based on the new vehicle prices. There is even chatter of possible class action lawsuit to address the delivery issue. I would love to watch you do a piece that address the issue.
Elon should shelve the whole idea of the Robotaxi until the FSD software is ready. At the moment it's a million miles away from being usable as Level 5, and will probably remain that way for a decade. What's going to happen to the share price when Robotaxis are rolling off the production lines and the FSD software still sucks? This is not a good strategy.
With 100,000 test mules a million miles goes quick.
By that time we will be flying around in the trans-medium travel UFOs from the non humans engaging this planet with point to point travel
Also everyone should be used to Tesla/Elon over-promising & under delivering by now.
It's not a charger. It's a charging cable
The number of Supercharging stations are not keeping pace with the number of new cars
Nope. Rented a tesla recently compared to a few months ago and the chargers now are packed with lines forming
Good report straight shooter 🤠!
We use our mobile adapter with a Nema 14-50 almost everyday
My Model Y is 4 months past the initial delivery date.
Reading about people grabbing multi-figures monthly as income in investments even in this crazy days in the market,any pointers on how to make substantial progress in earnings?would be appreciated 😇
You have to have an idea on what you wanna invest in carefully before going in.
Well Eliana reputation already speaks for her last month i invested over $100,000 with her and I've already made over $250,000 profit..
Elianabk is the name.
This lady right here,I tradr with her she’s inventive and the P.O.T are no jokes, I won’t look awestricken u made mention of her,
Using a good Coach like Mrs Eliana Brooklyn to buy and day trade takes away the complexity and makes you incredibly successful.
Tesla insurance came out in Colorado (my home state) a day or two before I got my model Y (yesterday) lol. About to make the switch.
I’m in Colorado too, kinda creepy they can see the cameras and see who was at fault in an accident.
Ordered the wall charger right as the new ones were coming out. In fact mine had just arrived when the new chargers showed up on the web site. I also bought it over a year before I pulled the lever on buying my model 3, I knew I would be buying one just not exactly when. Still even with my installed wall charger when I go on vacation or have a lot of driving to do its nice to know that in a pinch I have a charger with me, just in case. I have used it on trips to the beach to charge at some friends house. A 120v outlet is really slow and thats all it comes with so as soon as I got back I ordered the 240V dryer plug , its come in handy a few times. I was in disbelief that it only came with a 120v plug when I first opened it , seems at the very least a 240v dryer plug should also be included.
I ordered my car April 18th 🥲, hopefully I can just add a charger to my order so I can get it with my car.
Just a thought, Legacy auto excuse that they underestimated demand is a red herring their problem is manufacturing they are still in the early stages of learning how to manufacture electric car and make a profit🤔
My LRMY (white on white, 7 seater) delivery just got pushed back again, ordered 8/7/21, EDD is now Aug-Sept 22, but I fully expect it to be moved again since I started with Oct 21 EDD… it’s becoming more frustrating to read stories about record-breaking production numbers, are some of us just pushed to the back of the line? Not sure, but it feels that way.
At this rate I don’t think we can trust anything Tesla or Elon says.
Make the charger a ‘free’ option.
Will it be called the dancing robot, hyperloop, electric HGV ? And coming in 2016?
I think it’s better because if you don’t need it you save 200
Car insurance in the US is astonishing, I pay £520/year for everything - tiny excess, hire car, business use, includes my wife and so on - all options. T-M3 LR.
As a dual Tesla family, we only use the mobile connector. It just makes sense.
I spy with my little eye, Galileo Russell, at 7:18 haha
The mobile charger is vital for peace of mind. If you are going any distance having the security blanket of the mobile charger is so comforting and useful. It also helps with initial purchase. It also is needed if the wall charger is not available when the car is delivered... or if you don't have an electrician available to install it. I had to use the mobile charger for two months before I could get the Wall charger working. A very cheap and tight assed decision.
Not surprised by the record profits, etc, with vehicle prices continually rising, supercharger costs SIGIFICANTLY rising (in Canada, at least), and features being removed. What happened to Tesla's original mission? It seems they've become like any other company - profits over customers. Sad to see.
Not enough product to go around it happens also inflation
I think you mean the Wall Connector?!
So they have had a new record quarter on a quarter that is usually its slowest. 2M at least by the end of the year.
Do we know how fast the SRMY with 4680s charges? Id take the shorter range if it charges in 20 min.
CyberTruck. Since they are now saying it is going to take longer to ramp the Model Y, and that they are still going to build Model Ys with 2170s for awhile (which no one expected), it feels like the Cybertruck initial production is pushed well into 2023. Depending on how long it takes to ramp up 4680 battery production, and the Model Y at GigaTexas.
Adding Tesla charger in the order process will not work if they have issues with supply. What will happen is the same with other accessories that was supposed to be delivered with the car but did not! I had to wait for 2 months to get my floor mats and the privacy shelves in the trunk.
Maybe instead of a new one they should produce the Cybertruck…. Or the roadster…. Or the semi.
They got the factories up and running to produce the cybertruck, roadster and semi at scale by next year. These come afterwards.
Bet you these Texas model Ye to employees are prefect in assembled and 100% operational before delivery to Tesla employees. One of them being Elon’s vehicle. 😁👍
01:36 Ryan’s “duh” face
It's even worse for Aussies, because any accessories purchased with a car is taxed more. Meaning if you purchase the Wall Charger or extra accessories, you end up paying even more! -_-