Tesla Shareholder Meeting in 18 Minutes (Supercut)
ฝัง
- เผยแพร่เมื่อ 20 ก.ย. 2024
- ➤ Highlights from Tesla's 2023 shareholder meeting
➤ Tesla Mast Plan Part 3 recap
➤ Latest on Cybertruck, Tesla Bot, new models, and Giga factories
➤ Update on Tesla's manufacturing advancements
➤ Tesla Full Self Driving progress
➤ Recap on profitability and more
Shareloft: www.shareloft.com
Twitter: / teslapodcast
Patreon: / tesladailypodcast
Tesla Referral: ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing by Jasem Ashkanani
Disclosure: Rob Maurer is long TSLA stock & derivatives
This is by far the most relaxed and fluent i have ever seen Elon. Im so used to his uncomfortable pauses and stutters which i always put down to his big brain working faster than his mouth. He was amazing today and so full of confidence. Im pumped now more than ever. Now ive got to find some more cash before Tesla moons again.
Be careful - he was full of short-term cautions.
Put that motivation to good use. Find a side hustle, do it a couple of hours every day, DCA all the way. It's a marathon not a sprint. #NFA
So his brain has gone smooth? Can't use the same logic 😂
He finally got a CEO for Twitter so he can relax.
I agree with you on his relaxedness & fluency. I was comparing it to 2008 Elon.
Rob had some VIP seating for the shareholder meeting!!!! Glad to have you back!
Damn good info in that supercut! Definitely appreciate you and the work you do.
I'm gonna need a big ass Tesla van to comfortably seat all my Optimus party robots.
I want to see a dance off between Tesla and Boston Dynamics!
tell them to walk there ! sheesh, you don't have to ferry everyone around... :D
@@ke6gwf I hope they don't use Elon as dancing move data for Optimus.😂
@@malax4013 that would be the opening moves, before the bass drop breakdown... Catch everyone off guard lol
@@ke6gwf Actually now you put it that way I definitely want to see Optimus dance like Elon. 😂
Thanks Tesla Daily, this one actually went by fast. Ex-citing future full of hope.
This was one of THE BEST SHAREHOLDER MEETINGS I have ever seen!! Loved it, loved the vibe, love the info and LOVE THIS COMMUNITY!
"days between FSD interventions". Yeah if you don't drive on those days!!!
Its a cult. Lol
Enjoy having half your money as 24 months ago!
@@importon days between "FSD safety interventions" wtf does that even mean lol... he just makes up new terms every time he changes a timeline....
@@davidkaplan5517 this is the wrong forum for you.
Now do a supercut, if you can, of the CNBC interview. Amazing interview and the last question epic.
Brilliant day for Elon and Tesla
So Elon did a CNBC interview today
It’s amazing how much better the quality of questions are here vs. questions from Wall Street. Demonstrates how little Wall Street really understands Tesla
yeah bunch of youtube nerds understand tesla better than harvard grads ... copium loser lol
Define quality.
100% agree
because, WS analYSTS are looking at the WRONG data.
MEH.....but better than the Wallstreet Shills
Excellent job Rob, I watched the whole meeting and you captured it beautifully. The Cybertruck is gorgeous! Can’t wait to get it.
Jaw-dropping! Amazing! Just exhilarating!
This man is going to make sure the human species, not just survives but, thrives!
Or he’s fattening us up for the alien banquet.
Musk has been doing things that are beyond normal thinking, such as building rockets and studying artificial intelligence in depth, what is your attitude towards this?
At the expense of the natural world. He lies a lot.
@@simianwarthog Who lies a lot
@@ZC965Tt really? Whoosh
❤ what you do for us Rob!!!
The story just keeps getting better! 🎉
48v …at last…at last… that alone is a huge thing…watch it spread through auto and lots and lots of other industries. This is huge!!!
Yes indeed.
What does it mean, please educate me. Thanks.
Hi Nay Saw. With copper wire the higher the voltage and lower the ampage the smaller the wire is. Wattage is volts times amps so for any given wattage the wire will be smaller if the volts are higher. Then the end point appliance (radio, motor, actuator, etc) is more efficient at higher voltages. So given most autos have many many electrical systems this change will make many many small improvements per car. I’m actually excited by it.
Thank you Rob. Really appreciate you condensing this for us.
Really great job summarizing! Thanks!
I loved this synopsis of Elon and version 3 of the Master plan! Go Optimus!
Great editing dude, Bravo!
I don't make much money per year, but I've been putting away 10% of my weekly pay into Tesla stock. Currently hold over 25 shares, and it keeps growing. Very excited for what's to come and I will keep buying shares every chance I can! Love Elon! Such an underrated guy and will go down in history for being the most influential guy of the century. Im certain of it
Best Elon's CEO skills displayed so far in any event. He managed to balance between the shareholders' Investors mindset and the technicality aspects of the engineering developed by TESLA. In also a confident and eloquent manner. Very well structured speech. It will be reflectes on a bullish TESL stock price action badly needed for all the long term investors that have been DCAying in the last 2 years and still in red.
It only took him destroying the stock price of every company he owns
@@Daveeeeeeyhowyoudoing "It only took him destroying the stock price of every company he owns"
Why do you insist on posting lies?
Like me! DCA every pay check since I graduated almost 2 years ago. $239 average and comes down by a few dollars every month 😂
@@yourcrazybear insist?
@@Daveeeeeeyhowyoudoing trial and error is kinda how he goes through life tbf lmao
Glad I’m a long term investor!
The progress on Optimus is insane, great work team.
That is a gamechanger
Hate to break it to you but Honda got there first in 2000 and updated it in 2011. Just search for Honda Asimo. That should have at least been his starting point.
@@andrewhannay The difference is the software. Today's software possibilities are insane compared to 2000-2011. But I get your point, the mechanical aspect isn't that impressive these days.
@@andrewhannay yes, I'm aware of ASIMO, but Honda killed the project. Plus that was all pre-programmed, Optimus is using AI / FSD. this is a game changer.
Dude, Optimus is way behind where it needs to be. Just look at Boston Dynamics. It’s embarrassing. And I say that as a Tesla investor.
Elon's statements are clear, concise and free of marketing hype and buzzwords. He presents a believable picture of the future and Tesla's place in it. His words have the authority of someone who has already delivered on the most substantial parts of his vision laid out in the original master plans.
MARY Lied, and it matters.
i think the "fsd car value" statement was a bit hype-ee
@@thet0ast3r not if autonomy as he envisages it comes to pass, then I think his assessment is accurate. The assertion that it will actually happen you could argue is hype enough but this is the only area I can think of where he does that and I think the progress of FSD so far is actually enough to make anyone bullish on the potential right now.
@@thet0ast3r "i think the "fsd car value" statement was a bit hype-ee"
Which one?
@@thet0ast3r If you buy a car and it drops $10k in value in the 4 years of ownership (for example) then at the end of that 4 years Tesla releases an update that allows your vehicle to now be full self driving, you don’t think that would have a profound impact on the cars value? I definitely think so.
Thanks for the distilled information. Liquid Gold
While I watched the whole such a supercut is super nice. I was honestly missing some button to go ahead 15 seconds when there was a lot of repeated stuff from Investor day :D
I didn't watch the full thing yet but even this supercut also has a lot of things that have basically been said before. Especially if you follow Tesla more closely, there's nearly nothing said here that's new information
Thanks Rob!!
When you refresh the page to see if Rob uploaded and a video pops up.😮
The renaissance man. His timing on the macroeconomic downturn and recovery is spot on. Next week will be a tough week for TSLA stock valuations ...
I wish I had more money to buy shares!
Can't wait to see Optimus riding a horse, that would be a sweet demo
That would be insane!
The balance and coordination that requires
Especially since it’s designed to ambulate on two legs
Shouldn't be hard. Balancing on two legs is much harder actually. The only possible issue if the actuators aren't fast enough, but I don't think that's the case.
Unfortunately Tesla prioritizes usefulness, and riding a horse has little practicality. On the other hand, it fits nicely into the Texas theme, so maybe they'll do it for fun in the future.
@@andrasbiro3007 those actuators needed to respond would be where on the bot?
Riding a horse?! LOL. a couple centuries of R&D to go, the thing can barely walk
@@MRjustinKCKS
Optimus didn't exist 2 years ago.
And riding a horse is much easier than walking.
It’s all fun and games until the terminator shows up
Damn, I loved that line! 😁😁😁
an ID4 commercial popped up while I was watching this! rofl
and now all my stock is hitching a ride on optimus. oh boy.
@ 11:52 Elon says, "...both the design of the product and the manufacturing are head and shoulders above anything else that is present in industry."
That needs to be broken down into the product design and the manufacturing techniques.
The product that followed his statement was Optimus the robot, so we shall assume that that was what he was talking about.
We can already see the design. The only thing I can think of is that the manufacturing techniques will be similar to the gigacastings used for the chassis of the EVs.
He was talking about the smaller model 2 or whatever it will be called.
Thanks for the awesome cliffs notes!
How about semi truck. Any updates ? How many are produced or will be produced after expansion?
At the Semi launch event last year, Musk said that they aim to produce 50k semis per year from 2024 onwards.
Wrt to current production, it's known that Pepsi has received at least 20 semis so far. So, apparently, Tesla don't seem to be making more than a couple trucks per week. I doubt that this will change until they finish making the permanent production line at Giga Nevada. Based on Musk's 2024 production target, I guess the new production line is meant to be finished by the end of this year.
I'm in my back room and I say Tesla bot bring me an ink pen. Tesla bot arrives the next day with the ink pen.
Cheers Rob!
Good work Rob!
I love the cars and can’t wait for the CyberTruck, but the most remarkable piece was the bot. Pretty amazing progress.
Thank you Rob
Elon did a real good job of keeping it SIMPLE (for him)... I LOVE ELON... I think he is the one of Gods best creations !!
I admire Elon but I have run into so many people who hate and abhor him, undeservedly, for so many minor things that have been blown out of proportion by the media, including social media. The same with Fauci! It's shameful.
weird cultist
Good grief!
Great cut, thank you!
With 48 Volts, Charge cables would have half the diameter of those at 12 Volts. That's 4 times less Copper.
In electronics, 48 Volts has been a standard for phantom power for donkey's years. It's not high enough to cause harm (but you can feel it!), but high enough to allow significant power transport. 12 Volts is so outdated, but is kept in place because lead acid batteries would otherwise become too expensive and heavy with 24 cells instead of 6. Lithium tech allows much smaller cell size at 4.2 Volts per cell so 48 Volts for the chassis makes much, much more sense.
doesn't seem like much tbh, nothing about Cybertruck pricing or other important things.
I think that discussion about advertising was pretty interesting.
Final pricing comes out at the delivery event.
👏 👏 👏 👏 🎉Thank You, nice Edit 🙏
Nice supercut !
Great going, thank you Rob..❤
I wish someone would have asked about/requested a Cybertruck reintroduction event prior to the end of year first deliveries! An event where all the new features could be explained and shown… maybe pricing… dimensions… explanation of the exoskeleton refinements…
The new specs and prices will be listed on the Tesla website in the weeks leading up to the handover event because people have to be shown what they are ordering and at what price before they confirm their order and take delivery. Tesla could not legally receive payment, otherwise.
I belive Elon stated Cybertruck would require a separate event.
During the q1 call Elon said there would be a cybertruck event at the end of Q3
All those will be given in the design studio.
Thank you!!!!!!
Elon is the only person of which I think,"If there is a God, please let him live his full natural life in health."
Ditto!
thank you, sir
That added a lot of clarity with out the weird distortions of TH-cam nonsense that sometimes-cross platforms
Deep learning used in ChatGpt and auto pilot that inherently hallucinates in its architecture ie crashes into brick walls and pedestrians would be scary. You would be charged with manslaughter in these accidents as Tesla surely would not guaranty its safety. Or will it?
Someone should have asked them if there would be more cybervehicles so they could amortize the development costs (for the novel cyber-manufacturing method) over a larger product lineup.
I'm getting the impression the Cybertruck is a stretched Model Y.
@@Dularr Why? No reason to describe CT as a "very difficult car to build", if it were just a stretched Model Y. They're pumping out 5,000 of those a week in the factory they were standing in. That's easy for them at this point.
@@TomasEggers I suspect Tesla could create 5+ assemble lines based on the Model Y and Model Y+
Creating everything from a SUV, Ambulance, Chase Car, Wrecker, pick up truck...
@@Dularr I have no idea how you could end up with this thought. The Cybertruck is an exoskeleton with thick folded steel panels. If you're talking about the motors and the other various internals, yeah, of course they're the same. But everything else, from design to manufacture, is completely different. What in the world are you talking about?
@@jackinthebox301 not at all. I use to think it was a front and rear casting with a structural battery pack. A exoskeleton providing the structural stiffness for passanger protection, hauling and towing.
I don't think that anymore. I now belive the vehicle now has a full body structural frame for the passengers, hauling and towing. With a SS unibody body, attached to the frame. But no longer provides any structural stability.
People need a vision. Hope will follow.
I vision a factory
With fit as fuck workers
Who work for a free car and a sandwich 🥪
📌Do what everybody else is doing if you are okay with only having what everybody else has.Information that will pay you everyday, you've got to stop saving all your money.
Venture into investing some, if you really want financial stability.
Choose to grow and elevate your mind by studying audios, videos, attending conferences that will give you the edge!
Exactly, money is always eager and ready to work for anyone who is ready to employ it. That is why it’s nice to start up an investment now. I have researched about this bitcoin and I found it profitable.
@@marcoarigliani3460 I have been researching all this while for a digital asset investment and I found bitcoin to be the most profiting of them all , I’m definitely bouncing on the opportunity, thank you so much.
I understand the fact that tomorrow isn't promised to anyone, but investing today is a hard thing to do because i have no idea of how and where to invest in these?
@@andreavenghaus354 In situations like this,I always recommend to people on getting guidance at least from someone that understands price action and all that while you strive on improving yourself by watching videos and learning fundamental analysis.
I’ve been thinking of investing in cryptocurrency for long term, I’ve set asides $350k to invest but along the line,I usually get cold feet, maybe because I have no idea what I’m doing,
This was a good video to see. Very good.
🌿
Awesome! Go TSLA!
Friend of mine bought and paid for a cybertruck like 2 years ago...how much long does he have to wait??
Great cut, Rob! Much thanks!
It'd be cool to one day see Tesla's new factory in Chad, Central Africa.
Good job Maurer team
The Margin Statement th-cam.com/video/D_8WShgZLQM/w-d-xo.html is unfortunately wrong. Porsche and Ferrari both have a higher margins than Tesla. One might argue it doesn't matter, but the statement was "of any automaker". Since Porsche also makes a rather ok electric car in volume I'd consider them among the "any carmakers".
Same as investor day, why have both events
So you can just remote into an optimus bot and pilot it? Therefore, no general AI required for it to have tons of applications
No.
Thanks Rob
Thank you!
I want 500 robots, with railguns integrated. "Do not park on my driveway!"
3:05 how many more companis are there not located on earth? Am i the only one wondering about that?
The problem with self-driving, like any major breakthrough in science: It becomes a paid service. I personally hate paid features in any device I've purchased and already own.
Thanks Tesla daily!
Night Gallery episode "You Can't Get Help Like That Anymore" my god its come true!
Thanks Rob for a great summary video.
My Tesla Model Y is actually called Hope
Elon it’s so genius, he is the best !
I imagine a day our grandchildren will see an "Optimus" landing on Mars with SpaceX spacecrafts. Amazing to see that in our lifetime.
Nice inclusion of the energy consumption in the presentation.
Still don't understand why people record with their phones when it's already being recorded in greater detail.
I saw you sat across the isle from fronz did you chat with him.
Old & Busted: Your Tesla car drives you to work. New Hotness: You ride on Tesla Optimus' shoulders. ;)
I bought a Model Y about month ago. Since beginning it had vibration issue. I already visited 2 time to Tesla dealership. But still not fixed. But their mechanics say it has been fixed.
I watched the whole meeting. This is a very good short recap. Thanks
@16:50 ...no Elon, not everyone is rich! ..unless you sell your robots for less than USD 50k, that estimate is way off!
I love Elon and his passion for moving us to a renewable energy economy. The Elon/Tesla haters be damned for their inability to understand the good he is doing!
Love this summary at 1.25 speed!
The new things missed in the Supercut:
* Elon said they'd do 3rd party inspection of mines and (jokingly?) even put a webcam there to show there's no children - this was in response to a rejected proposal about 3rd party inspections for cobalt mining.
* Elon said they'll try doing a little [informative] advertising to see how it goes
* Elon said they'll do a 30 minute addendum podcast about Optimus after every earnings call, if there's interest.
What are the 2 New products? Model 2 and a Van?
Wonder if model 2 AND the dedicated robotaxi hypothesized?
@@jgoemaat Robotaxi is a decade away. Let's be realistic.
@@MegaHowtoMan I'm not sure that's realistic. It sounds more 'bitter' than informed.
Soooo much better in term of presentation and flow 👏🏾👏🏾👏🏾
Give me 1million dollars today and I will put every penny into TSLA right now and forget about it
You should do a segment about Tesla’s plan for obtaining regulatory approval of driverless operation using FSD. Will they need to deploy a fleet of driverless vehicles in a state’s autonomous program?
Elon's talk about sustainability gives me so much hope for the future of our planet, we're so lucky to live at the same time with this extraordinary man. He inspires me greatly to do my best as a human being every day in all aspects of my life! Love you Elon!
the "generalized ai" for self driving is not useful for optimus. They do not have the supervised learning resource for atlas like they do for their cars. It is a much harder problem.
Advertising!!!! YES!!!!👍👍👍
Which might translate to longer wait times which in turn could increase the cost. Not saying that I’m opposed to it though.
@@Frank_W. ok so greater margin…these are all good‘problems’ to have….
Ford/GM would love these ‘problems’
@@oscarmike4596 Looking forward to seeing them ramping up Austin and Berlin and really kicking out high numbers. Legacy already can’t keep up.
Advertising sounds great, but just wait until I get my model Y.
@@2ndfloorsongs I was thinking the same thing with regards to the Cybertruck. I am over 100k in line so hopefully the cost will cool slightly.
There are some desert areas in Canada where we could stick quite a few square hectares of solar panels, so I would love that in Canada.
Just me or is this last call for buying Tesla stock at reasonable valuation ?
I’m buying tomorrow morning what i can
Curious as to whether Optimus would be able to drive/operate a Cybertruck. Perhaps have a direct link to the Cybertruck's system instead of physically manipulating the steering and braking. Maybe have a version of Cybertruck without seats so Optimus can more easily enter/exit the vehicle.
If the goal is to make the vehicle self driving then it wouldn't need a robot to drive it.
"so don't sue me" lolololol
The slogan for tesla should be: doing the imposible late
Doing the impossible *eventually *.
@@echoeversky better
That's too close to SpaceX's slogan: "Making the impossible late". I think one of Tesla's slogans, but not the most important one, might be: "It's the batteries, stupid."
There are so many unaddressed questions with trying to manufacture a brand new class of machine. Only way they're making 5 million of these each year is if the other version they neglected to show is a military weapon and they already have a classified contract with the DOD.
If we end fossil fuel how are we going to repair the roads, especially pot holes outside my house(on the public road so not my responsibility)
No fossil fuels, no tarmac surely?
What we going to use? Clay? Wood chippings(not Environmentally friendly)
Its hard to imagine a journalist challenging anyone on freedom of speech. The interviewers comments more than suggest he allows himself to be censored by his advertisers.
R they remote controlled?