Elon Musk Isn't Telling You Something About The 25K Tesla...

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  • เผยแพร่เมื่อ 30 พ.ค. 2024
  • Elon Musk has a plan for the 25k Project Redwood Tesla and it's not what we thought it was.
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ความคิดเห็น • 399

  • @jonathanrichter4256
    @jonathanrichter4256 หลายเดือนก่อน +22

    They could do both! Use the vehicle as a RoboTaxi for a few years, then, sell the used vehicle for $10-15k.

    • @arandomguy46
      @arandomguy46 หลายเดือนก่อน +1

      there is no way they could scale up production enough within several years

    • @thotmorgana
      @thotmorgana หลายเดือนก่อน

      @@arandomguy46 I think they are planning to scale it up to like 2 or 3 million produced per year in about 2 or 3 years so by 2027 or 2028

    • @rogerphelps9939
      @rogerphelps9939 หลายเดือนก่อน

      No $1-2k

    • @Oneeyedoyster
      @Oneeyedoyster หลายเดือนก่อน

      Looks like you were wrong on this one champ.

  • @Subhananwar94
    @Subhananwar94 หลายเดือนก่อน +22

    I'm always very intrigued by your perspective and it's often quite novel. However, there appears to be two problems with what you suggest: first, those two options are not mutually exclusive especially given other markets for FSD is not available yet. Second, they Tesla model y being the best selling vehicle globally disproves the notion that people won't switch to the $25,000 car. There will be unlimited demand for that car and the ramp will be quick. I don't see any of the risks you mentioned.

    • @MarkXHolland
      @MarkXHolland หลายเดือนก่อน +2

      Agreed.

    • @singed8853
      @singed8853 หลายเดือนก่อน +1

      There is not unlimited demand for any car.

    • @ryanchappell5962
      @ryanchappell5962 หลายเดือนก่อน +3

      @@singed8853I think he probably means that it’s more than Tesla could hope to produce, similar situation as Cybertruck. Production constrained.

    • @sluggo7
      @sluggo7 หลายเดือนก่อน +3

      When production constrained, which Tesla would be for quite some time after releasing a $25k car/robotaxi, it makes FAR more financial sense that every small car they can produce be a robotaxi than a consumer one.

    • @ryanchappell5962
      @ryanchappell5962 หลายเดือนก่อน

      @@sluggo7 yes that’s true

  • @jamesonalexander5410
    @jamesonalexander5410 หลายเดือนก่อน +53

    He directly disputed it and said they were lying

    • @singed8853
      @singed8853 หลายเดือนก่อน +12

      Elon has no credibility and did not indicate which portion(s) of the article were untrue.

    • @MokeAnit
      @MokeAnit หลายเดือนก่อน

      No he did not. He very deliberately didn't mention what part of the report was a lie. Since the leak Tesla has said they can't comment on the 25k car. Before the leak they had no issue talking about it. Something is clearly up.

    • @1voluntaryist
      @1voluntaryist หลายเดือนก่อน +16

      @@singed8853 You just lost all your credibility.

    • @singed8853
      @singed8853 หลายเดือนก่อน

      @@1voluntaryistoh yes I lost all of my credibility by pointing out the obvious. That a man who bold faced lied about having ‘funding secured’ and was sanctioned as a result by the SEC for stock manipulation - has no credibility.
      Idk maybe you’re not aware of this? Or of other lies he has admitted to under oath? You find such people credible truth tellers?

    • @dguy321
      @dguy321 หลายเดือนก่อน +6

      ​@@1voluntaryistbecause they stated a fact? You've got some odd criteria for credibility.

  • @DieterSoegemeier
    @DieterSoegemeier หลายเดือนก่อน +21

    When Elon first came up with this car it was always ment to be a Robotaxi, but he was talked into making it also a car people can buy for themselves. The Robotaxi does not have a stearing wheel or pedals for brakes and excelerator and does not need any controls as the computer runs everything. In 10 years from now you will not be allowed to drive your car that does not have have full self driving in the city or on a freeway. The only place you will be able to self drive is in the bush/off road.
    This is what the Robotaxi was desigined for. I want to see the robotaxi. Go Elon Go

    • @summerbreeze5115
      @summerbreeze5115 หลายเดือนก่อน +3

      Market potential of Double Digit Trillions
      LFG

    • @garrettmasarik8012
      @garrettmasarik8012 หลายเดือนก่อน

      Ten years? That is laughable... the self-drivers will not even be APPROVED for use in 99% of the "1st world" by then. Been too many mishaps in the handful of pilot programs that have taken place... and mostly because you, like most of the general population, grossly overestimate how I AI actually is... Then you have HUNDREDS OF MILLIONS of vehicles to be replaced, at OWNER EXPENSE... MAYBE in forty to fifty years...

    • @georgevigil7001
      @georgevigil7001 หลายเดือนก่อน +2

      I have a feeling a lot of folks aren't going to have their rights erroded to the point where our right to drive is removed. Most likely th car will be able to take control in an emergency situation. Elon said the the $25k car reporting was a lie. He cleared this up a few days ago. I plan to buy one as my 1st Tesla! If for whataver reason is doesn;t come to fruition than I will settle for an ICE in the $35K range. Something like an Elantra N. But I don't want to spend big bucks on a EV.

    • @cefalopodo5717
      @cefalopodo5717 หลายเดือนก่อน +1

      "excelerator"

    • @rogerphelps9939
      @rogerphelps9939 หลายเดือนก่อน +1

      "Brakes" not "breaks."

  • @wdykes1027
    @wdykes1027 หลายเดือนก่อน +13

    I think his plan to produce Robo taxi first is brilliant. When he introduces and produces a Robotaxi on 8/8 he would not be cannibalizing his sales of the model three or model Y because no one can buy a robotaxi. at that point, he would find an amenable city and launch the service in a limited area, say in San Francisco and when he felt like it, he would start producing the model two by adding the appropriate controls if things didn’t work out as well as he wanted to with the Robo taxi makes sense?

    • @rogerphelps9939
      @rogerphelps9939 หลายเดือนก่อน +1

      Not really. Tesla has lost the affordable mass market EV market and there are too many better competitors for Tesla to maker much impact. Anyway you need a bigger car to serve as a taxi.

    • @jdmather5755
      @jdmather5755 หลายเดือนก่อน +1

      Las Vegas Loop.

    • @HAIDARAVEN
      @HAIDARAVEN หลายเดือนก่อน

      Never going to happen

    • @evapawlowska
      @evapawlowska 4 วันที่ผ่านมา +1

      Yes his pump and dump scheme lies are brilliant. He believes in his company so much he’s quietly sold 40% of his shares and executives are selling too 😂

  • @mikesbasement6954
    @mikesbasement6954 หลายเดือนก่อน +24

    The limiting factors on a robotaxi would be local approval for autonomous vehicles and customers destroying the interior. Cleaning and maintenance would still be a big cost sink.

    • @swaggythecat
      @swaggythecat หลายเดือนก่อน +12

      They will probably have interior cameras. Each rider would use the app, so "bad" riders get blocked from using the service.

    • @sunrisejak2709
      @sunrisejak2709 หลายเดือนก่อน +2

      ​@@swaggythecatKinda hard to capture video of wet farts, or snot being wiped under the seats, or dog crap on the bottom of ones shoes, or bad skin lotion on ladies legs discoloring the thigh bolsters on white seats, or other bodily fluids exchanged by amorous back seat passengers while charging as the inside camera is not functional then. Etc etc etc. In just a few weeks it'll look like a tuk-tuk out of Calcutta. No way is any unsupervised stranger using my personal car. Being its my personal space I keep it hygienic and spotless. Robotaxi? Ugh.

    • @undertow2142
      @undertow2142 หลายเดือนก่อน +2

      Interior cameras can motivate people to clean up after themselves by leveling fines for dirty MFrs. Plus, they will need to have some sort of service center for the taxis that they travel to every so often to get a deeper cleaning and any maintenance/repairs.
      Also, as a taxi the interior needs are less than a luxury car so they could have a waterproof interior with stain “proof” materials and the cabin could just be hosed out in an autonomous way.

    • @undertow2142
      @undertow2142 หลายเดือนก่อน

      @@sunrisejak2709infrared cameras would spot them wet farts 🤔?

    • @sluggo7
      @sluggo7 หลายเดือนก่อน

      @@sunrisejak2709 it will fill a massively lucrative niche, now served by regular taxis and ride hailing services, as well as a huge portion of mass transit users who'd prefer to and can afford to upgrade to personal public transit, as well as an additional huge cohort of people who eschew mass transit, but would use a robotaxi.
      As for sanitation, the way these are built, with the seats and most of the interior being modular and lifted in one piece through the bottom, it will be a relatively simple matter to design the interior to be swapped out periodically, whenever needed. This will be even easier when there's no pedals, steering wheel or user controls. That simplicity will lend itself to designing in a way, such that the car can literally be power washed out with high pressure antiseptic and blow-dried in fully automated depots that the car drives to between paid trips.

  • @thefuturewithjo4726
    @thefuturewithjo4726 หลายเดือนก่อน +4

    It's not hard if Tesla is rational: There is no downside to producing the $25k car as planned. If they cannot produce enough to meet demand, that's a good thing not a bad thing. Skipping it and go straight to Robotaxi would be irresponsible to shareholders and risks a massive drop in share price over the short term. Of course, long term the Robotaxi is going to be great, but the $25k car bridges the time in between. Create as many synergies on platform as possible, launch 25k car in 2025, get robotaxis in 2026 and get them to scale before 2030. That still requires Tesla to fill a 5 year growth gap.

    • @joeblack4026
      @joeblack4026 หลายเดือนก่อน

      I think the stock will go down if the m2 is set aside.

  • @CarlRyds
    @CarlRyds หลายเดือนก่อน +6

    Do you know how long it will be before Goverment’s will allow AI self driving cars to be used on the roads without a geo-fenced area and human driver over seeing it. If we’re looking at the Robo taxi as a car that drives itself and the passenger doesn’t need to babysit it then it’s going to be a long time before that’s legal to do without major restrictions. Although, I don’t disagree with the analysis of the martlet, i just don’t see the Robo taxi happening in the next ten years due to regulation. Which this video mentioned nothing about even though that’s the biggest threat to this product.

    • @IDamian1
      @IDamian1 หลายเดือนก่อน +1

      I hadn't read any comments prior to mine...but we clicked! I am an X fed employee We make sure things are safe as can be b4 exiting the boxing ring.

    • @chrisschneiders6734
      @chrisschneiders6734 หลายเดือนก่อน

      100 percent.if l believe the so called experts teslas self driving software is one of the worst on the ev market. Unfortunately musk is losing credibility and brand loyalty by his ridiculous time frames that just don't happen..this technology was there in 2019 he said..promised..

    • @theodorehaskins3756
      @theodorehaskins3756 หลายเดือนก่อน

      So, let’s be clear, I have not read anywhere, where Elon has said, that the low cost Tesla is somehow canceled, and so there’s a lot of speculation here, and I would caution anyone to hold judgment until we actually have a statement from Musk, that the more affordable Tesla is not a real thing, and so what I know versus what I don’t is very much something that we should all consider before speaking about things we really don’t know, as no one’s interest is served when we do that. Cheers 🥂

  • @salczar
    @salczar หลายเดือนก่อน +12

    Totally disagree…the robotaxi network will take several years to develop so why not sell M2 to the masses until robotaxi network is built out…by then column will be ramping up

    • @IDamian1
      @IDamian1 หลายเดือนก่อน

      and by then, hopefully the kinks will be worked out.

    • @joeblack4026
      @joeblack4026 หลายเดือนก่อน

      agree with you! ditching m2 is wrong decision!

    • @jonathanwiliams4993
      @jonathanwiliams4993 หลายเดือนก่อน

      Why will it take several years to develop the robotaxi network? Are you anticipating the time it'll take to get regulators to approved self driving cars on the road?

  • @sterling441
    @sterling441 หลายเดือนก่อน +6

    Makes so much more sense to go with robotaxi. Fewer cars would do much more work than just sitting in someone's garage or a parking lot 95% of the time like today.

    • @kkit8629
      @kkit8629 หลายเดือนก่อน

      But what kind of Grifter allows some stranger in own car & not everyone wants to run Taxi 🚖😅, I mean isn't a bit desperate Broke signal.

    • @aienthusiast618
      @aienthusiast618 หลายเดือนก่อน +3

      but its way more efficient to have a car running 24/7

    • @theodorehaskins3756
      @theodorehaskins3756 หลายเดือนก่อน

      @@kkit8629 So that’s totally not a serious question, that deserves any response whatsoever, however, haven’t said that, if you don’t want to use your car in the Robo taxi fleet, just don’t do it, as that’s not anything anyone should want to sign up to, particularly when you have objections to doing such a thing with your own personal vehicle. Capeesh! Cheers 🥂

  • @philipgrice1026
    @philipgrice1026 หลายเดือนก่อน +3

    This concept, the RoboTaxi, is fine in medium to high density communities. There will quickly develop an adequate inventory of these vehicles to make the concept viable. But not in the rural world. I live in a small town with a population of, as far as I know, just one Tesla M3. There are three charge points, each at a hotel and offering only one or two ports, requiring a vehicle to be connected overnight to obtain a decent charge. I wonder how much local data Tesla has amassed from the far smaller number of their vehicle being driven around our sparsely populated county. I'm sure FSD gets enormous amounts of data in the big cities and their suburban surrounds, but here? I suspect a lot less, so how well can it perform on our often deserted roads?
    Ever heard the joke: Q. "What's the best off-road vehicle? A: "A rental car".
    Frankly, I don't want my regular transportation to have been used by the typical cheap rental customer. Having rented thousands of different rental cars over the years from almost exclusively the biggest and best rental companies. Most were clean and well maintained, but some smelled very bad, some had been occupied by little people that spilled sticky drinks and food into challenging places. Worse, I was fortunate to buy a new Cessna 172 back in the '80s. I put it to work on a 'lease back' program where people could rent it from a well respected flying school. Several times it was returned suffering from abuse. I had to ban a couple of people that had rented it more than once as their small children destroyed the interior panels by picking them apart, probably from boredom during a long flight. The renter thought it acceptable treatment for a rental vehicle, despite the replacement parts costing several thousand dollars! Having to clean out puke was not uncommon either.
    No, no one but immediate family is going to share our vehicles.

  • @Jake00001
    @Jake00001 หลายเดือนก่อน +1

    With time ICE vehicles will face the same dilemma that some EV owners face today. Gas stations will face a situation where the gas they are holding is not having sufficient inventory turnover and thus reduced cash flow. I already notice that in some gas stations, where multiple pumps are consistently non functioning. That means they don't want to have cash flow tied to excess inventory. Eventually when cashflow does not make sense, they could make a push to an alternate model.

  • @donloggins863
    @donloggins863 หลายเดือนก่อน +4

    Robotaxi isn’t going to work in rural areas. The 25k car is still needed.

    • @sewertails3500
      @sewertails3500 หลายเดือนก่อน

      why wouldn't it? Just might take slightly longer to get there. They could still ensure an even coverage even if it's less due to less demand. Much less profit potential are in rural areas anyway

  • @mobilechaosyt
    @mobilechaosyt หลายเดือนก่อน

    Interesting and I can see Elon making that choice, however that doesn’t negate the need for a $25k Tesla. A perfect 3rd vehicle to commute and leave my truck at home to be used when needed for the larger jobs. I don’t foresee robo taxis coming to my neighborhood for me to be able to rely on it as a service. However the $25k Tesla isn’t for the typical $25k car shopper. I would expect a Prius as a better option for them.

  • @ChrisBrengel
    @ChrisBrengel หลายเดือนก่อน

    Great video! It will be fascinating to see how much of this will come true

  • @projectarduino2295
    @projectarduino2295 หลายเดือนก่อน

    The only thing I have against a car as a service is that it inhibits autonomy, reliability, and accessibility. It requires you to be dependent on someone else for a basic necessity, which is entirely a captive market (in theory) possibly subject to price gouging, and may not be where you want it when you need it. It requires a lot of planning ahead and good faith.
    I love a 15 minute city because I can walk to a grocery quickly. It becomes an issue when the only affordable grocer is an hour and a half walk away, and there is no transport to get there.

  • @FairlyOldGit
    @FairlyOldGit หลายเดือนก่อน +6

    5:12 problem is that as EVs takeover there will be less and less people needing gas stations and eventually they will become so rare that ICE vehicles will begin to have the range anxiety that some EVs have now.

    • @singed8853
      @singed8853 หลายเดือนก่อน

      When do you anticipate this occurring? Someone else’s lifetime or during your own?

    • @alansnyder8448
      @alansnyder8448 หลายเดือนก่อน +1

      You're forgetting that you can refill a gas tank 300x faster than you can recharge an EV battery. And the "energy density" of a battery is still too low. We are many decades away from ICE cars being obsolete based just on those two grounds.

    • @danharold3087
      @danharold3087 หลายเดือนก่อน +6

      ​@@alansnyder8448 Talk to us about fueling times when you can fill you ICE car at home while you sleep.

    • @alansnyder8448
      @alansnyder8448 หลายเดือนก่อน +1

      @@danharold3087 My wife's EV recharges at a rate of 3 miles per hour at home. It is really only good for one 50-mile drive per day.
      It is possible to charge faster with a higher voltage, but people forget (or are never told that) those typically shorten the life of the battery.
      Does that answer your question? PHEV is the best option right now.

    • @michaelholmes8848
      @michaelholmes8848 หลายเดือนก่อน +4

      @@alansnyder84481 decade at best and ice cars are history

  • @tiborvari838
    @tiborvari838 หลายเดือนก่อน

    Believing in what Elon says is like believing the aliens will land in your yard next week and will bring you presents.

  • @truenorthjess
    @truenorthjess หลายเดือนก่อน

    5:16 25 year old Toyota for me. 1999 Tercel, any time I bring it somewhere for work the mechanics are impressed that it starts up the first time every time.

    • @danharold3087
      @danharold3087 หลายเดือนก่อน

      W/O a doubt your Tercel is a good car. I get the impression that you care about it and give it the care it needs. This is more important than the make of older cars. EFI IE cars will generally start. The computers keep the engine in tune. Far different for cars with carbs, points and breakers.

  • @richardereed9205
    @richardereed9205 หลายเดือนก่อน

    Also, a robotaxi announcement does not say that it will not include private cars. In fact, a car owned today by private owners will be available for robotaxi use.
    Now realize this: isnt it better to sell a car with a 40% profit to make your primary investment return and then have it continue to provide extra money every day thereafter rather than put it to work immediately and have it drive 50,000 miles at $0.50 a mile to be in the same position as a sale?
    But wait! There's more after each ride, or at a minimum a few times a day that robotaxi will have to be inspected and cleaned. There will be the cost of doing that. So up that 50,000 miles a notch.

  • @johnhoover8902
    @johnhoover8902 หลายเดือนก่อน +1

    I’ve never bought a pair of shoes that cost more than $100 dollars.

  • @HablaCarnage63
    @HablaCarnage63 หลายเดือนก่อน

    This a reasonable theory. If you can’t make enough to satisfy demand you need to deliver the service in a more reliable and cheaper way.
    The flip side of the car as a service is to be able to actually deliver the service globally. Because the service becomes infrastructure with same problems as expanding the public charging.
    Except now you will need vehicle marshalling yards and central charging for each town you wish to operate in. Then you will likely need induction chargers for each parking space so you can operate with fewer people who would have to plug them in as they return for charging at all hours as well as a team to flatbed the ones driven further than they are able to return.

  • @georgeginsburg545
    @georgeginsburg545 หลายเดือนก่อน

    If Tony Seba is correct about battery prices falling drastically, and if we again get the $7500 tax credit on the Model 3, then the ModeI 3 may eventually go down to $25,000, thereby removing the necessity for the next gen $25,000 car.

  • @okman9684
    @okman9684 หลายเดือนก่อน +1

    I think 25k Tesla will be a good car for the indian market. Both the market size and anti china sentiment makes it a promising market for the 25k model. I will wait until Musk announces something during his visit to india this month

  • @mentalstatement
    @mentalstatement หลายเดือนก่อน

    Tesla is developing a lower end trim of the model 3 and Y using new assembly methods. This Trim will be the 25K car which can also be used as a Taxi.
    It makes no sense for them to design new cars or make a smaller car as it will increase complexity. They will just reuse parts from their other models and make a lower end trim. This trim will look like the model 3 and Y but will have no glass roof and u will bet they will switch to anodized aluminum body (getting rid of the paint)

  • @stevenbarrett7648
    @stevenbarrett7648 หลายเดือนก่อน +4

    I can’t fill a car up at home, never have been able to, had to go to a petrol station for fuel so its not a big issue to go somewhere to charge

    • @dguy321
      @dguy321 หลายเดือนก่อน +1

      With an EV it isn't a 5 minute fill up.

    • @TheAegisClaw
      @TheAegisClaw หลายเดือนก่อน +2

      That's not the point, home charging is CHEAP. That's where the benefit comes.

  • @stanmitchell3375
    @stanmitchell3375 หลายเดือนก่อน +1

    Unboxed csr would cost more to assemble,it requires expensive glue and fasteners on the joints

    • @MarkXHolland
      @MarkXHolland หลายเดือนก่อน

      Duh! 🙄

    • @marctenhove874
      @marctenhove874 หลายเดือนก่อน

      And a lot of tie-wraps.

    • @merlinmidday4644
      @merlinmidday4644 หลายเดือนก่อน

      It's the same construction with better procedures? What are you guys on?

  • @undertow2142
    @undertow2142 หลายเดือนก่อน

    Which generates more profit?
    Selling cheap cars that anyone can can buy and make money putting it to work as a robotaxi?
    or
    Producing a robotaxi that is not for public sale, rather deploy fleets of them and make all the robotaxi money for themselves?
    I’m pretty sus the second option is the plan.

  • @theczar6171
    @theczar6171 หลายเดือนก่อน +1

    At 58 years old. This is my opinion. It may be dead today. But this is still a new car company, tech company. Whatever anyone tells you keep in mind. The Tesla model S came out in 2013. It’s only 2024. That means the cars only been out for 11 years. Just like General Motors and Toyota motor Corp. killing the electric car. Remember that. There was a documentary about it. Fast forward and we got a Tesla. But the electric car is dead. Anything can happen at any time. I bet in my lifetime I will see that $25,000 car being driven in my neighborhood. But believe what you want. In the 70s they promised us flying cars. Guess what they exist today. Took 50 years but it’s here.

  • @d.d.jacksonpoetryproject
    @d.d.jacksonpoetryproject หลายเดือนก่อน

    Perfect explanation.

  • @ajaykapoor2154
    @ajaykapoor2154 หลายเดือนก่อน

    FSD is level 2. It need to be level 4 to be allowed as robotaxi. I am not sure how will Tesla get to higher level particularly when Tesla is focused on vision-based systems and not backup technology like Lider. To Tesla be at level 3 or 4, regulators are hell bent on having all weather backup sensors which Tesla is totally against. For Tesla, It will be a uphill battle of at least 5-10 years .. in order to convince level 3 and 4 can be achieved with vision based neural FSD. Anyone aware f M2 supporting Lidar or ultrasonic sensors apart from cameras?

  • @DJCJ.
    @DJCJ. หลายเดือนก่อน

    You say a used Corolla is safe and mature. I sit in one and can feel the body pan flex. If you peel the fender back, you're likely to find a Lite Beer logo. If you take a corner too hard, the hubcap flies off because the wheels flex. If you get hit in one by anything larger than an NFL linebacker, we'll come to your funeral and say nice things. Unsure? No, "uninformed."

  • @justinr9753
    @justinr9753 หลายเดือนก่อน

    Apple playbook, when growth slows you start looking for the rent

  • @colindgrant
    @colindgrant หลายเดือนก่อน +2

    There’s already a $28k model 3 (with US federal credit).

    • @danharold3087
      @danharold3087 หลายเดือนก่อน

      Have to wonder how much the 3 would cost if built will the unboxed method.

    • @colindgrant
      @colindgrant หลายเดือนก่อน

      @@danharold3087 it was their first high production vehicle. So no doubt there is lots of room for improvement. And that makes it even more incredible to me how affordable the 3 has become.

  • @willstiegler8111
    @willstiegler8111 หลายเดือนก่อน

    that is probably the best scenario prediction I have heard on what will actually happen on 8/8 - questions is... will Tesla sell the car to businesses that want to utilize the robotaxi service or will he keep all profits in-house & only offer ride service without any ownership in to the network to outside companies?? I'd love to buy 10-20 robotaxi's units & put them on the network instead of getting back inside my car & driving people around myself...

  • @fudgeknuckle952
    @fudgeknuckle952 หลายเดือนก่อน

    If you can buy a car but it could host software that works as a robotaxi on it's own then the price of the car doesn't matter that much. You won't be able to buy it.
    If X good can generate $10,000 a year, and physically costs $25000 to make, the physicals cost of the good is moot. It will be bought for it's profit making potential.
    Until the risk that car not paying for itself increases, it will be infinitely sold out. Whatever that break even point is - that's the price of the first robotaxi.

  • @kitatit
    @kitatit หลายเดือนก่อน

    Sooner or later, we will be saying. “Remember when humans were allowed to drive?”

  • @steelersbxl
    @steelersbxl หลายเดือนก่อน

    This video puts forth a good theory, which may be one path Tesla will take. From my perspective, building a $25K car makes no sense with Model 3's selling for about that price or just a little above $30K now. The price for replacement parts and EV batteries would have to decline in price, and Tesla would have to allow 3rd party repair shops more access to repair Tesla's if the $25k car has any chance of success.
    Moreover, there has to be more education on how EV's work and a vast number of public chargers installed over the next decade to support the potential number of $25K cars that may enter the market. All of the above has to happen so insurance rates drop to a reasonable level of affordability for the $25K consumer.
    All of the aforementioned happening would build trust in EV's and a high degree of trust is important for someone who has only the income to purchase a $25K car. People who are purchasing EV's now have a little more income to spare in most cases, so they can deal with the challenges of owning an EV at the current time.
    Plus EV demand is being subsidized by our government with the $7,500 tax credit for now, until EV's can come down in price. Also, while the $7,500 tax credit is available, spare parts, repairs and battery technology must become better and cheaper or EV adoption will take a very long time.

  • @Anne-MorrisCullum
    @Anne-MorrisCullum หลายเดือนก่อน

    Not able to charge at home? Untrue. There *is* av charger one is able to purchase and charge, anywhere, in minimal time-under an hour. Think it’s around 30 minutes, in fact, or less!

  • @tomcraver9659
    @tomcraver9659 หลายเดือนก่อน

    Tesla robo-taxi service could start today - or even a year ago probably - if Tesla simply started with a model that only hired out if the riders can provide a licensed driver paying attention behind the wheel and able to take control. To be a 'member' you have to take a 20 minute training course. No drunks allowed, no little kids carried to school alone, none of the big risks. It only needs to drive fully autonomously if there's no one at all aboard, which slashes the liability. Sure it's a limited market - that's part of the point! Start small.

  • @AnilKumar-xl2te
    @AnilKumar-xl2te หลายเดือนก่อน +1

    Our roads are built for human drivers .
    Not for robo drivers.
    Robo drivers should be provided with appropriate infrastructure....

  • @MiguelAngel-xl5xd
    @MiguelAngel-xl5xd หลายเดือนก่อน +1

    The 25k is still necessary for Europe and China so it will be offered outside the US.

  • @talpolano4549
    @talpolano4549 หลายเดือนก่อน

    Nope, the first robotaxi will be the Teslas that are currently running around. 3:)

  • @DarkWing494
    @DarkWing494 หลายเดือนก่อน +1

    I believe robo taxi is 2026 onwards unless amazing breakthrough in AI and bureaucratic process.
    I personally believe robo taxi would just be $25000 model with some interior redesign.

    • @potencjalnypracownik2966
      @potencjalnypracownik2966 หลายเดือนก่อน

      But why? Robotaxi will earn so much there is no need to produce it so cheap. Cheap car is for the masses.

    • @summerbreeze5115
      @summerbreeze5115 หลายเดือนก่อน

      ​@@potencjalnypracownik2966
      Cheaper the scalable-er

    • @DarkWing494
      @DarkWing494 หลายเดือนก่อน

      @@potencjalnypracownik2966 There is no need as a plan to earn a lot more money but there is a reason. It helps the people transition into renewable energy it's their on company statement as their company goal.
      Yes I do know 99.9% of time company just want money call me delusional if you want for believing Tesla is any different but hey it's my opinion.

  • @bzn2sfo
    @bzn2sfo หลายเดือนก่อน +1

    If Tesla keeps ownership of the roboTaxi, will they get the $7500 rebate?

    • @Fliptop95
      @Fliptop95 หลายเดือนก่อน

      Exactly! He took the quick cash reg credits and didn't build correct infrastructure. Only to leave the middle class to pay $7500 for each Tesla sold in USA. Blaaaaaaa

  • @ljprep6250
    @ljprep6250 หลายเดือนก่อน

    Just WOW.

  • @richardereed9205
    @richardereed9205 หลายเดือนก่อน

    You are wrong. The best way to get someone to buy a Tesla is to give them a ride in one. If the world's middle class have that experience and know they can afford a new one or used they will convert. Also, two things are coming, charging ports at curbside and wireless charging under parking spots. In those cases there will be a handshake wi y h the charger so the owner pays for the electricity.
    Also, the life of a rental, taxi, Uber/Lyft is only a few years, so the Robotaxi will be on the used vehicle market rather soon. They will be steer, accelerate and brake by ethernet, so the buyer will only have to add the remote units that bolt on.

  • @Gamer-cj3ug
    @Gamer-cj3ug หลายเดือนก่อน

    Well, I was expecting to buy one if those Redwoods. Now, that is just a pipe dream I guess...

  • @JesbaamSanchez
    @JesbaamSanchez หลายเดือนก่อน

    The more I think about the self driving tesla, def as elon would say it would be best serve for big cities rather than for individuals who can just afford their own vehicles.

  • @Gurubu
    @Gurubu หลายเดือนก่อน

    You really need to be hired by Tesla's marketing department if they ever create one lol. I used to think Tesla had a stranglehold but with NVIDIA chips competing on the AI front and supplying them to car manufacturers and other companies competing on robo taxis we'll see what Tesla can do.

  • @kentkjrgaardjensen4304
    @kentkjrgaardjensen4304 หลายเดือนก่อน

    There is no confirmation that the car will not be sold as well as being robotaxi. Franz was asked directly if the car was scrabbed and said don't belive everything you read on the internet

  • @dane9175
    @dane9175 หลายเดือนก่อน

    Well this is a deep thought. At least tesla's do not leak oil

  • @jameswilson5165
    @jameswilson5165 หลายเดือนก่อน +1

    Shareholder Value. Cheap Chinese cars under 25,000, some well under that price, are not a concept. They are real and will soon be here. Elon is doing the right thing, and hey, if you still want one of those, they will be on the market when they age out. It might even be a better deal. A refurbished Tesla Taxi with a new battery pack for around 15 grand? I'd be willing to look that over.

    • @iN_O_O_B_Y
      @iN_O_O_B_Y หลายเดือนก่อน

      BYD cars will not be sold in America

    • @danharold3087
      @danharold3087 หลายเดือนก่อน

      @@iN_O_O_B_Y BYD is an interesting case. First it is welcome to build a full factory in North America. What the US is resisting is imported or knock down cars. China wants the jobs and the money coming back to China. China is willing to dump some billions into BYD but how much can they afford to dump on a North American factory. Even on subsidizing cars sent to North America.

    • @sunlitey2765
      @sunlitey2765 หลายเดือนก่อน

      No way that cheap! A TSLA new battery costs 13K$

    • @danharold3087
      @danharold3087 หลายเดือนก่อน

      @@sunlitey2765 I think the number was $15 grand. The 3 packs are now about $20K and a smaller battery could easily be $15K

  • @rolandblock2530
    @rolandblock2530 หลายเดือนก่อน

    I’ve owned Honda Accords and Toyota Corollas for decades. I’d love to buy a $25k Tesla, but also see the benefit of a robotaxi. So many youths don’t drive and just Uber these days.

  • @haroldpierson5271
    @haroldpierson5271 หลายเดือนก่อน +8

    Tesla is a KNOWN QUALITY AND QUANTITY....
    Others PALE in comparison...
    End of
    Ps
    I'm just one of MILLIONS of middle class potential buyers...
    And I'm PASSIONATE about buying a Tesla

    • @iHelpSolveIt
      @iHelpSolveIt หลายเดือนก่อน +3

      Tesla's quality is junk😂😂😂.

    • @Unfinished_senTenc611
      @Unfinished_senTenc611 หลายเดือนก่อน +3

      Whts tbe colour of ur buggati ..mate ? 😏🤫​@@iHelpSolveIt

    • @rogerphelps9939
      @rogerphelps9939 หลายเดือนก่อน

      All dead wrong. Happy that the Tesla share price is tanking?

  • @ageofdoge
    @ageofdoge หลายเดือนก่อน

    How exactly will a robo taxi that his higher utilization than an individually owned EV require less charging infrastructure?

  • @johnpoldo8817
    @johnpoldo8817 หลายเดือนก่อน

    Tesla can’t announce the $25K car until they have enough batteries and production ready. Once it is announced, model 3 sales are Osborne. Model 2 will cannibalize m3 sales.

  • @symbolsandsystems
    @symbolsandsystems หลายเดือนก่อน

    the robo needs a trunk big enough to hold the Tesla E-Bike

  • @mcpeko5773
    @mcpeko5773 หลายเดือนก่อน

    Agree. Most cars will probably be rented not bought soon.

  • @ronnythompson9115
    @ronnythompson9115 หลายเดือนก่อน

    Elon early on said that they would stop selling even the Model 3 & Y because Tesla would keep them for themselves.

  • @Riverrain123
    @Riverrain123 หลายเดือนก่อน +1

    interesting take :O

  • @nuvi5480
    @nuvi5480 หลายเดือนก่อน

    I'm torn. As a Tesla fan, I dream of purchasing a Tesla (not currently sold in my country), but as a shareholder, I agree that robo tax means more cash in my pockets.

  • @lucalla
    @lucalla หลายเดือนก่อน

    $25K car sold as a robotaxi to fleets that can be outfitted (through 3rd parties) as the fleet owners prefer. Much like Boeing makes and sells planes (flying taxi's) to carriers who outfit them as they see fit. This way, Tesla makes and sells the taxis but doesn't have to worry about hosing out the vomit after each shift

  • @KingBravo-lo3vc
    @KingBravo-lo3vc หลายเดือนก่อน +1

    I have lived in places where owning a car was not practical. I rode taxis that were always just a few minutes away from being hailed. I could not stand it. I bought a car as unpractical as it was. It took longer to take your own vehicle. That will be the opposite for most people in the USA. They will have to order a vehicle early and possibly still arrive late.

    • @danharold3087
      @danharold3087 หลายเดือนก่อน

      Broad sweeping statements about the USA are apt to be wrong. The USA has a lot of variety, not homogenous.

    • @KingBravo-lo3vc
      @KingBravo-lo3vc หลายเดือนก่อน

      @@danharold3087 While that is true, it has very few walkable cities where you can grab a taxi when you want one, and you can look around and find one close by. And where they do exist women will not want to be standing around waiting on them. They are usually cities designed for horses originally.

    • @KingBravo-lo3vc
      @KingBravo-lo3vc หลายเดือนก่อน +1

      @@danharold3087 The reason most of the women who trade in an EV for an ICE now is that they feel vulnerable at charging stations. They feel more secure at gas stations.

    • @danharold3087
      @danharold3087 หลายเดือนก่อน +1

      @@KingBravo-lo3vc Have to wonder how many ladies are going back to ICE for that reason. Would have to be apartment dwellers with no charging. 80 or 90% of EV charging at home which is safer than a gas station.
      I have been saying that if you can't charge at home don't buy an EV.

    • @danharold3087
      @danharold3087 หลายเดือนก่อน

      @@KingBravo-lo3vc So your describing European cities? Realise that all I pointed out was that you were painting the US with one wide brush.
      I, and I doubt most people, have no real idea how robo taxis will work out. It will come down to how well they are managed. Lets see if somebody steps up to the plate to ensue people get served.
      Thing is there are a lot of possible futures. We should not limit them based on where we are now. Or what the crowd knows. It could be a wild ride.

  • @htimmermans1938
    @htimmermans1938 หลายเดือนก่อน

    So the smallest Tesla becomes a taxi??

  • @daviddenley3512
    @daviddenley3512 หลายเดือนก่อน +1

    One day not too far away I think Tesla will stop selling cars, sure they'll still build them but they really don't need the sales, especially not now FSD is here!

  • @alexraymont2052
    @alexraymont2052 หลายเดือนก่อน

    I doubt that FSD and approvals for a robo taxi will be even close by 2025 or 2026... I hope it will but i just don't see the tech being reliable enough soon to get the regulatory approvals or consumer confidence.

  • @ophs1980
    @ophs1980 หลายเดือนก่อน

    A car as a service? Sounds a lot like "In the future you will own nothing and be happy".

  • @regolith1350
    @regolith1350 หลายเดือนก่อน

    Not sure I buy the scenario. It will be many years before robotaxis are allowed in many jurisdictions around the world, especially in safety-regulation-heavy places like Europe or bureaucratic-gridlock places like India. Additionally, there will also be pushback from many local stakeholders like local taxi companies and tuktuk drivers. All of this will delay robotaxis. In the meantime, is Tesla going to simply sit and watch potential car sales go to ALL their competitors?

  • @pendragyn777
    @pendragyn777 หลายเดือนก่อน

    Tesla will have to reduce accidents by 100x because the claim amounts will also increase 100x. When suing corporations claim amounts are exceedingly high. 100x reduction is also about where the, very risk adverse, regulators will start feeling comfortable enough to allow autonomous cars outside of geofenced locations, time frames, and reduced speeds.

    • @danharold3087
      @danharold3087 หลายเดือนก่อน +1

      Automotive insurance and self driving will be sold as a package from the same company. Regulators will be very uncomfortable when people realize they are holding back a technology that could be saving lives. Just for starters 31% of all traffic fatalities are due to drunk driving.

  • @edwhite2255
    @edwhite2255 หลายเดือนก่อน

    2 is still coming but not until Mexico is online. Elon doesn’t want to Osborne the 3, so he won’t announce 2 until production is ramping

  • @qwazy0158
    @qwazy0158 หลายเดือนก่อน +2

    At said investor day Elon blurted out that the $25k car would come with FSD

    • @lym3204
      @lym3204 หลายเดือนก่อน

      Elon won't give you FSD and the car for $25k. Just the FSD cost half that amount and the price will only go up once it achieves level 4.

    • @qwazy0158
      @qwazy0158 หลายเดือนก่อน

      @@lym3204 agreed, but he could conditionally include it at that price.

    • @iN_O_O_B_Y
      @iN_O_O_B_Y หลายเดือนก่อน

      @@qwazy0158he won’t

  • @glennvastine4118
    @glennvastine4118 หลายเดือนก่อน

    2:44……how good are the vehicles if you are SLEEPING ON THE LINE?

  • @miguelmog10
    @miguelmog10 หลายเดือนก่อน

    I like your reasoning

  • @HotNitrogen
    @HotNitrogen หลายเดือนก่อน +1

    Tesla still have to get past a lot of legal hurdles but should be easier now that FSD is more accessible and they can show lawmakers the data. I test drove a Tesla today and whilst it wasn't FSD (autopilot) it was still very cool. It did like to hug the curb a little too close to comfort though

  • @user-qm9yk6sx2g
    @user-qm9yk6sx2g หลายเดือนก่อน

    Your premise is Nort American based. China , Germany and any other new factory can still build the car for markets that won’t have robo taxi for years

  • @potencjalnypracownik2966
    @potencjalnypracownik2966 หลายเดือนก่อน

    Most 120$ shoes arent worth their price. Decent shoes start around 40$, there is the jump in quality. The higher the price there is bigger lottery of was it worth the bump.

  • @gustavtraglia7546
    @gustavtraglia7546 หลายเดือนก่อน +1

    Fuck the car is a service if I need a cheap car and I want drive…Tesla will built and sell one…to drive, iam sure of that

  • @geekless
    @geekless หลายเดือนก่อน

    Awesome video. Can’t say I wouldn’t rather an affordable EV for the masses, but this makes total sense.

  • @Cody-hx1uq
    @Cody-hx1uq หลายเดือนก่อน

    I think it was always dependent on fsd

  • @summerbreeze5115
    @summerbreeze5115 หลายเดือนก่อน

    Underrated Channel

  • @Crypto-Solo
    @Crypto-Solo หลายเดือนก่อน

    “Robo-Taxi: You’ll own nothing and like it!”🎉

  • @buddyreynolds8036
    @buddyreynolds8036 หลายเดือนก่อน

    The media is full of FUD.

  • @MyCoolStrawSir
    @MyCoolStrawSir หลายเดือนก่อน

    I wonder if the $25k will be sold first to get it into more people's hands and get more driving data. Then Robotaxi comes to life when we get true FSD

  • @thli8472
    @thli8472 หลายเดือนก่อน

    It'd be neat if we could charge remotely from the window. Might be worth the energy loss.

  • @spicytuna08
    @spicytuna08 หลายเดือนก่อน

    it will all boils down to fsd capacity.
    is it safer than human?
    is it really autonomous?
    if both are YES and YES, robotaxi will work.

  • @sunlitey2765
    @sunlitey2765 หลายเดือนก่อน

    If Robotaxi is available next year/soon in cities, more/double shoplifting?

  • @buybuydandavis
    @buybuydandavis หลายเดือนก่อน

    Does Tesla actually have approval for *real* Full Self Driving?
    I don't think so.
    W/o full autonomous driving, how is a Tesla Taxis suppose to work?

    • @danharold3087
      @danharold3087 หลายเดือนก่อน

      AI is now improving by 10X every 6 months. This being wrong would effect when not if.
      If FSD captures that kind of improvement over time we will see working FSD.
      As FSD continues to learn it will be much safer than human drivers.
      *At that point it is hard for regulators to keep FSD off the road*

  • @julianvanderkraats408
    @julianvanderkraats408 หลายเดือนก่อน

    If it is a service, it is not a 25k car, and Elon should say so. No problem! There's the Renault 5, for example.

    • @pollywollydo
      @pollywollydo หลายเดือนก่อน

      Renault software 😖😖😖

  • @100_percent_bs8
    @100_percent_bs8 หลายเดือนก่อน

    The Model Y is the best selling car in the world and costs double what the next platform vehicle will cost. Millions of people will buy this thing. The only question is will Tesla sell it or just build it as a robotaxi that Tesla will own and operate itself?

  • @marctenhove874
    @marctenhove874 หลายเดือนก่อน

    It’s going to take years to get FSD approved in Europe. So there’s a huge market for the smaller Tesla here for at least 5-10 years.

    • @danharold3087
      @danharold3087 หลายเดือนก่อน +1

      When FSD is the best driver on the road it will be hard for regulators to justify not allowing it.
      No I don't know when that will happen.

  • @cbdude
    @cbdude หลายเดือนก่อน

    Awe! Why use a clip of Mark Hamill?... I nearly tossed my lunch!

  • @tripletasktv3830
    @tripletasktv3830 หลายเดือนก่อน

    That nasty old Elon! He can’t take away my driving privileges with autonomous robots

  • @paulclementyonkers4604
    @paulclementyonkers4604 หลายเดือนก่อน

    This TH-cam'r's monolog makes a significant number of presumptions, including the presumption that he knows what Tesla’s up-ramping ability will be when the $25K Tesla hits the market. Why does he think Tesla is on its way to making a Giga-factory in Mexico? To say that the majority of people in the market for a $25K vehicle live in rental homes is a bit of a stretch. Not to mention that rental properties are seeing what's coming and preparing to install charge stations. My condo association offered the option two years ago.

  • @yyss486
    @yyss486 หลายเดือนก่อน

    My first car was a 1990 toyota corolla and it didn't last more than 10 years and just over 100k miles. very disappointed

  • @wingnutgaming_uk99
    @wingnutgaming_uk99 หลายเดือนก่อน +3

    I’m sorry but my £40 trainers are the most comfortable shoe I have ever owned. And i tried on 90 shoes and they didn’t stand up.

  • @PerpetualProfit1
    @PerpetualProfit1 หลายเดือนก่อน

    No it’s not one or the other it can definitely make one car and sell it as both the robo taxi and a 25k car just bc their will be high demand doesn’t mean they can’t do it. Your logic does not follow. If you think it’s because one market will take from the other it won’t bc they will be serving 2 markets that are only partially overlapping

  • @Shane-zl9ry
    @Shane-zl9ry หลายเดือนก่อน +1

    Nobody is going to ride in a Robo Taxi 😏

    • @ezbody
      @ezbody หลายเดือนก่อน

      He definitely will, what a lucky guy. 😏

  • @Zeb_Fields
    @Zeb_Fields หลายเดือนก่อน

    nice video

  • @marklefler4007
    @marklefler4007 26 วันที่ผ่านมา

    Flawed logic. If they had robitaxi, they would make all vehicles robotaxis and immediately stop selling all verhicles (3, Y, S, X) to customers. Not everyone wants a small robotaxi. Families need more room, luggage, people going shopping with lots of bags. There is also a limit to how many robotaxis that are needed. Sure they could be good in crowded cities, but in rural areas people still need vehicles. Andy many who can now afford regualr taxis still own cars since they like the control of driving. If a robotax is say half the price of a regualr taxi, amybe it would double the number of taxis on the road, There are aroundf 250,000 taxi drivers in the USA. After they make say 1 million robotaxis one would expect demand to drop, especially if they run "20 hours a day". Tesla makes a lot more cars than that each year, and why would they toss away all those profits? Teslas stated goal is " accelerate the world's transition to sustainable energy through increasingly affordable electric vehicles in addition to renewable energy generation and storage." That means lots of solar, cars and energy storage.