Upheaval at Tesla: What's Really Going On ⚡️
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- เผยแพร่เมื่อ 2 พ.ค. 2024
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Munro Cybertruck video: • Tesla Cybertruck Batte...
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00:00 - S Plaid Seats
00:42 - FSD
4:56 - Shady Automaker Habits
6:48 - Tesla India Reports
9:50 - Cybertruck Pack
10:30 - Monitor
11:09 - Elon X
11:17 - Inventory Discounts
11:29 - Upheaval at Tesla
24:00 - Tesla Permits
24:53 - Piedmont Approved
25:13 - Electrek Report
27:06 - Quicksilver
27:39 - TSLA Stock Today
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Working 18 years at Tesla one can't blame Drew for wanting to try something else.
Drew's a huge loss, on a par with Straubel and Kirkhorn. But he's still only one person, and my guess is this was always his plan - otherwise he might have been a good choice to take over as CEO from Elon.
Two execs in one day plus 10% of the global workforce isn't a coincidence. Something BIG is happening behind the scenes, imho. My Spidey Sense™️ says it's a major departure from the past. My impression of Elon is that he's not a people person, he's a TALENT person. He hires talent, which happens to come with a person attached. When that talent isn't absolutely required I feel he's quick to let people go, without much consideration for the human cost. He's a tough wage master, but that's what makes Tesla unique. They demand 110% until there's no more left to give. They're the SEAL team of corporate America.
Recommendation : inform us of when and how to make shareholder votes, especially for any new pay package or board control. Many of us are too busy to keep track, but I am concerned that I miss an opportunity to vote.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.
@@abdulhakimmahe1539 I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2020, I was having an investing nightmare before touching base with an advisor. In a nutshell, I've accrued over $2m with the help of my advisor from an initial $350k investment.
@@LeandraHarris-db1gv Please can you leave the information of your investment advisor here? I'm in dire need of one.
@@GeorgePeeler Victoria Carmen Santaella' is the licensed coach I use. Just research the name. You'll find the necessary details to work with a correspondence to set up an appointment.
@@LeandraHarris-db1gv Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.
100% agree they should allow transfers. Especially when FSD was so delayed in reaching anything near 'full self driving'.
Also, plenty of those folks paid 15k.
But that would mean 219k potential sales less when they are not having new FSD sales in the foreseeable future (as US market saturation is exceeding current adoption rate). That sweet and fast potential $2.6 Billion is welcomed money in Tesla's current situation.
My pal just bought a Model S Plaid last week and transferred FSD and lifetime supercharging for life.
i just bought a mobile 50kW charger with 150kWH storage that I am going to charge $300 to connect to when the queue for a charger is 3 hours long. Not even metered, flat $300 to connect during peak times. I dont sell power, I sell a time saving, during non peak times it works as a rescue service but thats it.
or until Tesla files for bankruptcy ?
"...and lifetime supercharging for life" Is there any other kind of lifetime super charging?
@@stevezodiac491Clown
@@stevezodiac491lmao clueless
My 2019 Model S with ultra sound and radar. Is running. 12.3.4 and it has been amazing no dangerous interventions. Just minor stuff. I am
A believer in FSD
not being sarcastic or nasty, but I hope you have some life insurance, assuming you also have dependents etc.
@@ashleyobrien4937 I guarantee you can’t drive a car with a manual transmission. Monitoring FSD is not difficult.
@@ashleyobrien4937 "not being sarcastic or nasty, but I hope you have some life insurance, assuming you also have dependents etc."
So you are just being silly then?
@@ashleyobrien4937
@@ashleyobrien4937 nobody has died using FSD correctly. Nobody.
Let’s face it, if you are still young and netting several hundred million dollars after working for Tesla, you’d be crazy to not think about enjoying some quality time with your family. Time to let another brilliant young, ambitious , eager and hungry engineer to take the helm and get rich off of HARD work to propel Tesla forward.
Imho $12K for FSD is a rip-off if a person is not going to use their vehicle as a taxi.
Most level-headed reporting I see these days. Great work Dillon. Too many people on YT and X are just speculating on everything, while you just lay it out logically, waiting for facts before parroting rubbish. Thanks for your efforts.
Hey, if it good enough for Elon...
I don't know I found some parts stupid like him saying it is good that Drew left since Tesla is an AI company but previously he mentioned how energy is making the most money. I understand Drew leaving due to 4680 not working too well.
@@avenged7foldgameryou “understand” that? Do you have inside information? Probably not, so you’ve seen some other individual online make such an assertion without knowing any actual facts.
Robotaxi 😂😂😂😂😂😂😂😂😂😂😂
You are the new Tesla Daily
I email Tesla privacy to ask about selling or sharing of driver data with brokers or insurance external to Tesla, they confirmed that they do not. The wording of the email was very direct to avoid a dodging answer
Tesla should make the FSD package part of the driver profile so that having paid $12,000 up front the driver can use his licence to drive on FSD any Tesla he has, borrows or hires!
Yes! The FSD software should be owned by the driver. When a driver who has paid $12k for FSD drives a Tesla rental car his profile should be available, including the FSD capability that he has paid for. ☮️
@@Tim_Kent so... if your wife drives the car, what happens? you pay double?
Good job on your reporting. I have to admit, your perspective offers a refreshing perspective on the future of Tesla and its uncertainty, turbulent, and chaotic challenges.
Solid thesis and well explained.
thanks jesse 👊🏻 ill get in touch soon just been slammed!
Dillan’s is our anchor, our life raft, and our rock all rolled up into one. Thank-you!!
My revivifier says, “Don’t put too many rocks in your life raft.
BIG TESLA SHARE PRICE DIP AHEAD - $154.00 and then $122.00 IMO. Sad if you own tons of shares but GREAT if you want to buy some : )
Only sad if you wanna sell. Won’t be sad in 2030 and beyond.
"Blindsided by the news". Isn't that every single person who gets fired, regardless of when they find out?
I watched Tailosive EV's video about the layoffs, him and his viewers are having a freak out over it lol PANIC!
I think 12.3.4 is a total game changer .i love it truly have no regrets of buying the software a my time of buying my model 3
FSD, Robo taxi and Tesla bot are exciting but as a share holder I'm a little concerned.
Before 12.3.4, FSD had failed 3 out of 3 try to through this construction at Norris Canyon Rd, but now passed with 12.3.4 video: th-cam.com/video/Gzy1BTw0_sQ/w-d-xo.html
4:33 - FSD 12.3.4
Didn’t use it yet, downloaded yesterday.
Had a problem, it required Wi-Fi, which attempt produced nonstop error messages. The solution was to reboot (hold down both little wheels on the steering wheel).
Tytyty
Beats crawling into the Frunk and disconnecting the 12V battery like the F150 lightning owners have to do.
Drew Baglino made it clear on Autonomy day that he didn’t see a near-term use case for Robotaxi.
Walter Isaacson’s book describes how executives pleaded with Elon to develop the $25k car in parallel with the robotaxi, against Elon’s firm demand.
Now that the prioritisation of robotaxi is confirmed, I can imagine this was a red line for at least Drew, if not Rohan. They know what the people and the business want and need. Elon wants Tesla to fly before it can run.
You don't know. It would be excellent subtofuge to maintain S3XY sales. Being explicit does not serve them in this case. Perhaps the robotaxi development is satisfactory prep to deliver Model 2 in Mexico.
I agree, seems Elon has issues in listening. We don't need educational advertising, we don't need a 25k car for the masses. They should have done both, listen to your customers. We also want stalks and wiper sensors back. I'll laugh if it is just a way to reduce the sales drop in the other models and they release both.
I sent six, Robotaxi user stories to the developers. I have 16 user stories for the Optimus robot which I will send to the developers later this year. Ordering two Optimus robots when available.
nice speculation
@@user-xj5xp6qz5g not to different then the speculation that Tesla is using this all in on Robotaxi to stop the Osborne effect and that they will unveil both the taxi and next gen 25k.
It is a no brainer to go with a subscription vs buying FSD outright. Maybe if you are running a robotaxi business buy it outright else just use subscription. The early adopters must be furious. The best version is available at a fraction of what they paid.
Robotaxi will be revenue share. It will not be a purchase. The current $99 is a DEAL for SUPERVISED version. The price will almost certainly rise. The Robotaxi opportunity is in miles driven and that's how it will be pursued both with partners and direct. What needed now is miles driven on FSD. This offer gets the job done. But it's a variable agreement so it will vary. Will it vary up or down??? I'll leave that to you to figure out.
It’s not a no brainer at all it’s a crapshoot either way. There are many, many ways this can play out.
The extremes:
Case 1. Robotaxi is a smashing success, and what Tesla has said may happen does…FSD skyrockets in worth. Tesla increases FSD price accordingly. Owners can choose to operate their cars on the network, profiting $3K a month…roughly $30K a year OR they can sell their used M3s with FSD for $120K, easily recouping their original expense with profit. Those paying month to month see the monthly fee for FSD skyrocket from $100 a month to $500, to $2500, as Tesla would prefer to keep and operate the vast majority of robotaxis in house.
Case 2: FSD is worth having but can’t win vs the “tyranny of the 9s.” Robotaxi can’t operate autonomously and FSD peaks as a driver assist system. The monthly subscription never increases. Those who paid $12 or $15K for it realize they’ll practically never recoup that much.
I’m using 12.3.4 I’m driving 2018 Model X and I went from 11.3.something right straight to 12.3.4 and it is absolutely amazing. I can’t even describe how much better it is in a heartbeat just from one goes through. Stop signs that say no stop when turning right like it’s me, smooth transitions instead of jerky ones off of major highways onto minor routes I could go on forever it’s just amazing
I agree that such an expensive software it should be transferable to a new car
*Drew Baglino must be a LEGEND to last 18yrs at Tesla, and I think he wants a years holiday then decide, maybe he will come back or consult from time to time as he feels he can help.*
Hi Dillon. Thanks as always for the great updates. My experience with 12.3.4 has been pretty much flawless. I've taken it through its paces in the areas around Portland and Vancouver. My only really issue is the hesitancy or time taken at junctions now. It is safe, but takes far too long. 👍
For those beliving Tesla is a car company, scrapping or delaying the $25k car must be a catastrophic decision, if that is the case.
But focusing on the RoboTaxi on the next generation platform might be furthering also that car.
It should be a multi-vehicle platform. Doing one has to be furthering them all.
The change in direction is short-term towards RoboTaxi, which means that Musk thinks FSD is ready for that in perhaps a year.
But I think the long-term change is towards Optimus. We haven't gotten much news about it for some time. But something might be happening behind the scenes. I think it is, and that Musk has decided not to give anything about it away to the competition.
I really don't understand why the $25k car would be put on hold, though!
I would have thought both that and the RoboTaxi could be done pretty much simultanously.
I don't see why Tesla would not launch 25k car. I do not see why they would announce it in advance either. It sounds like excellent subterfuge to me. That said, they might need the new factory for volume.
If Tesla solved FSD level 5, I don't understand why Tesla would ever sell one of their cars ever again. They could simply own and operate the fleet of robo taxies on their own they don't need anyone else, at that point they would undercut every other form of transportation on price and dominate the transportation sector raking in massive profits. The 25k model Is just a complete waste of time if FSD is solved. Think about it, ultra cheap on demand transportation, why would most people ever want the expense of vehicle ownership. Most people buying a 25k vehicle are simply interested in basic reliable transportation from point a to b.
It takes years from prototype to production ready vehicles. No ones even seen a prototype of any of these new models, so at the very very earliest it will take years before they arrive
@@992GTS-DC true, but I don't see the point of having a 25k car and a robo taxi existing in the same world.
Great coverage Dillan
I think you hit the nail on the head there about Drew leaving. Next growth phase will be hard and he might not want to sacrifice family time this time around. Elon probably said to everyone "if you aren't up for the next 5 years of late nights and getting the next gen to production, then now is the time to leave." Honestly, sad to see them go, but I'm guessing that getting next gen to production is going to need some young blood with fire in their eyes. Assuming 2 mil vehicles this year, Tesla have 5 years to reach their 20 mil vehicles per year goal in 2030. That is 10x.
i'll let you in on a little secret. tesla will NEVER reach that goal. lol 20 million a year. they might as well have said a bajillion a year. every electric car company combined has only managed 13 million vehicals produced in a year. its not like ice cars. there's only so many batteries to go around. with ice cars the fuel is the battery, not the car.
Us roads are easy for FSD. Most of the world’s drivers don’t drive on such an organized road system. It would be interesting what FSD would do in Dakar, Bangkok, Karachi or Jakarta.
…or Antartic
Not sure about those other places, but in Jakarta FSD would refuse to leave the parking lot... Which would be further proof of how intelligent it really is.
I would love to see FSD on Mars.
As with any machine learning: feed the system data that it can learn from, have it learn, and then surpass the quality of the original data that it learned from.
Or in other words: get a lot of Tesla's out on in those areas, have them drive and collect data of someone navigating these circumstances, use that data to train FSD, release FSD for that region.
@@KhaelaMenshaK Tesla has hired a team in the UK to drive on our roads and collect training data
I have 12.3.4 since last Friday. I noticed that coming home, I had to change lanes before a right turn, about 1,000ft long lane. Before it would start changing lanes 300 ft 4:19 before and now it does at the beginning of the right turn lane. Much safer this way. On the bad side, it follows cars too close and I had to intervene with an almost crash. I saw it coming! This happened twice in these 5 days. The second was not so severe but still it seems too confident. My settings are in assertive mode.
As usual very detailed presentation ❤
FSD should transfer if purchased. I shouldn’t have to buy it more than twice (two model Xs)
You're a great person, Dillion. Thank you for your steady, reflective words.
Dillon, I have been driving with FSD during the free trial period. Since I am a fanboy and stock holder, I hope FSD matures soon. However, I am not willing to pay for it until it is a better and safer driver than I am. Unfortunately, now it is like a 15 year old student driver on a first lesson. There are many things it does that annoy and scare me. I intend to compile a comprehensive list and send it to Tesla.
I completely agree with you on FSD Transfers Dillon, underlined by the drop in monthly licensing. My thoughts are early adopters who have done a lot to help train and develop and provide data for FSD could be allowed to to transfer up until the product reaches it's claimed feature set. Maybe Tesla are arguing that "Supervised" is the goal? In my opinion, it should be "Unsupervised" capable. ie if the owner pays whatever the insurance premium is for Tesla to be responsible for the vehicle, the software is unsupervised and Tesla are responsible. If users don't want to opt for this, they think it's cheaper not to have this, then, its their choice, but at least the software is Autonomous FSD capable and just as capable if the user is using it supervised.
Excellent video…. Very good information and your delivery is great keep up the good job
@dylan I really love your show. Good, much and short news. But what I really like is your time stamping. 🙏
12.3.4 steered around a pot hole.. smoothly.. impressive. But I still need to intervine.. not yet ready for prime time.
Great perspectives on drew
Thanks for another one!
2:06 nothing says that $99/months is forever. I expect that to quickly increase as FSD’s usefulness increases
I think assuming fsd will go up is wrong. Considering most people drive 25 miles a day to work and home so trying g to persuade them to pay more would be very hard. It would be for me, and im a big Tesla fan. As I have said, I'm a huge tesla fan, but I really get the feeling we are in for troubled times. It feels like Elon jas lost his way a little with Tesla and which direction it should take, and looking at the number of heavy weight talent leaving I think its going to hurt badly. I hope for better in 2025 as I think 2o24 is going to be blow
Got V12 over the weekend. Complete game changer. Been driving FSD for 3.5 years. This is just like another driver. Great turns, quicker lane changes. On surface streets I usually don't think about the speed, it's slow around my tight turns crowded hilltop. If I accelerate a little, it hangs on to that. It just drives. I cannot understand why any thinking person would buy any other car. A Tesla will last for decades, it drives itself, now for only $99/month (yeah Yahsu!). I can see this being the first widely sold version of FSD.
My friend today said she lives in an apartment, no charger possible. I pointed out for her driving, one trip to a Supercharger each week, charge while she does her weekly shopping, and in most of California Supercharger rates are the same or less than what the (corrupt) utilities are charging us at home. (My trip to Texas last week $0.31/kWh Supercharger, at my home $0.35/kWh)
Would love to know how many of these layoffs will be replaced with Optimus robots?
Looking forward to Optimus robot handling media FUD 24 hours a day. ☮️
The South extension at Texas is no way a data center. There's all sorts of construction going on in there. A data center is just a warehouse 😅
Yeah if it was a data center it wouldn't require 3 lift shafts and a fancy entrance foyer
I thought there was a federal law known as the WARN act that requires large companies that lay off large numbers of employees to give them 60 days notice of a layoff
So essentially, someone laid off today gets paid for 60 more days…
12.3.4 is amazing. The difference from 11 is breathtaking. This is the beginning of something spectacular.
Tesla should always let you transfer FSD, as it is so expensvie that people wont buy it a second time.
So then you didnt get the features and you want to buy a new car.. Then if they let you transfer it, its a bonus.
If you cant transfer it, it means you lost the money... And then maybe are more open to switching brands as you then calculate loss of FSD value into the car deprecation.
Loosing drew is sad, but working as a general for Elon for 18 years sounds brutal. thanks for your service! Rohan seems like it could have been asked for possibly directly because of his taking on the PR role for tesla. Was he asked to do such? Just theorizing, i think we all liked him and his information no doubt.
The good news is that while drew was a baller, he also has been in the industry for a long while. this is great for knowledge, but not necessarily great for original thought. I think it makes since to shake things up every so often, and tesla has the best talent to pull from.
Rohan, like you said, is easy to replace. No shade to him, but he was very nice for the community so i think it will be more a loss for us selfishly, even if he was a great employee, which he very well may have been
He may have caught the eye of a candidate who gave him a great offer.
12:57 it's more than that. You're forgetting the taxes Tesla pays for each employee, the benefits packages, and stock options...
So we are down to Franz as OG!?!?
Great video as usual Dylan. My FSD experience on our new 2024 Model 3 is using FSD the other day, I had intervene when it did not stop behind a car stopped to turn left and then when I reset it it, almost hit the right curb. Seemed it lost its brain for a few seconds but otherwise worked fine. It failed to turn at one point and I had to wrestle the wheel away only to create a squeak in the steering column now!
The new seats are for the new Roadster as well.
Thank you Drew. Your contributions were OUTSTANDING😂
I agree with the $12.000 scenario you described, it's a lot to pay and a big commitment and you should be allowed to carry it over to a new vehicle at least one time.
Allowing FSD transfers would enable a new car purchase and a great 2nd hand EV at a lower price for someone less well off to save money and get off ICE
Quicksilver Model Y for robotaxi (supervised) fleet? (Like early cruise/waymo deployments)
Seats are in Germany from someone else produced. My girfriend works there. They also producing for Mercedes and VW
In the US they are produced inhouse 😉
@@michaelmuller665 :: No, in the USA they in-house produced are. Gotta get the German syntax right 🤣
Yesterday, I drove about 120 miles on 12.3.4, both city and highway traffic. No interventions other than increasing highway speed.
I'm glad you shared your experience with being laid off. I want to second this statement for those who were affected by this Tesla layoff, or layoffs in general: While it's feels like a gut punch when it happens, and can lead to a lot of self-doubt (speaking from experience), it can often lead to much better new jobs. This has certainly been true for me, forcing me to get off the dime and move on to something new which turned out to be fantastically rewarding both monetarily and job-satisfaction wise. May your experience, dear reader, be the same!
The 2nd hand market prices it at about $3,500. Compare the price of same year and similar mileage cars with and without FSD the difference is about $3,500 at best.
A big reason I didn't buy a Tesla or lease one was the FSD policy was absurd: I prepay for a feature I would never use because the lease would expire or I would trade up the car before it was ready. This seemed too punishing to early adopters to feel good about paying three times more than I've ever paid for a car, mainly to help Tesla. If I didn't want to support the company I would not even consider a new car, given steep depreciation.
I have fsd 12.3.4. I have turned off fsd because cruise control was removed. It seemed pretty good before I turned it off. My biggest complaint is that it still turns corners too sharp trying to curb my wheels.
I love these turbulent times…. Helps me dollar cost average my stock purchases lower. 😁 Everything will be okay.
Best overall Tesla news channel!
Dillon thank you for your analysis on this Tesla event. This creates another Tesla share buying opportunity ;o)
Uggg! I don’t follow sports anymore, but Tesla loosing superstars is as painful to me as major league teams loosing their key players. However, I worked long hours under sustained pressure for many years and loved the challenge, but there does come a time when you can’t spool up for the next sustained push and the time comes to pull the rip cord. Everyone has to deal with that reality. Tesla has such a deep lineup of superstars that when one, regrettably, reaches that point, there is a reasonable chance that they have been grooming their replacement along the way. Nonetheless, they will all be greatly missed when that cord is eventually liberated. 😢😢😢
looking back, I have noticed that your stamina and appetite for work declines steadily from your thirties at at about 30% per decade. Drew definitely deserves an extended break and can afford to never work at Tesla pace again
Robotaxi is more B-2-B, coming in as fleets for commercial use, not sure how this offsets the potential revenue of say the 25K car. If it's all about FSD, Grok and the like, then the 25k car would bring more tops to the table.
They should offer a nice flat grey (gloss finish) and a new better blue (think Porsche Neptune Blue) for paint colors.
I am quite impressed except for parking and route mapping issues
You usually double the annual salary number to estimate and include costs for benefits (sick pay, life insurance, etc.), vacation time, holiday pay, etc. In Tesla's case also Stock options. I'm an ex Senior manager and 20 year Mgt. Consultant. Of course, unless they are contract workers.
Have not seen any comments on layoffs preparing for more efficient, aka robotic manufacturing. With unboxed assembly line and Optimus implemented in the factories the need for human workers will be reduced while productivity continues to scale.
It’s only a few short months since the earnings call where the Tesla Robotics engineer said that the robot had , as yet, “no utility”, it’s just yet more Musk vaporware.
According to an SEC filing a few weeks ago 4-3-24, Drew sold a bunch of shares. (10,500 to be exact, the exercise sky was $17.22/share, he sold for $176.20) I figured at the time it was just an options exercise, but now it seems like a little more.
I bought a Model Y Long Range 2 weeks ago. It came with 12.3.3 FSD. I've followed Tesla for 7 years, but this is the first one I've owned. FSD isn't perfect, but I was truly impressed by what it could do. I am actually considering spending the $12,000 to buy it. On 04/14 I got the upgrade to 12.3.4.
My biggest problem with 12.3.3 was that Chill wasn't recogniized by FSD. Every time the Speed Limit changed the "Jack Rabbit" in FSD took off. It was very unsettling. After the upgrade to 12.3.4 the "Jack Rabbit" had been tamed SOME. Not as bad, but still not smooth.
However, on 12.3.3 if the Speed Limit dropped the car slowed right away. That isn't true with 12.3.4. It will slow, but not near fast enough. Also, on 4 lane roads, if the 2 lane section splits into one straight and one turning and navigation said it needed to go straight, it wouldn't move to the left lane so it would do so.
As reported by others, it is slow to move into the turn lane when it needs to turn and can get blocked out by traffic.
It also, doesn't recognize a car that is half-way between lanes. I had to do an emergency stop to avoid an accident because of this. I haven't had a problem with it not stopping when the car is fully in the lane.
Regardless of the above, I really like FSD. The slow down on Speed Limit change will be fixed and the human-like driving of FSD vs AutoPilot is awesome. I've tried straight AutoPilot several times, but it is squirreley, often going back and forth while trying to decide which lane it wants to be in. I think, if I end up not purchasing FSD that I'll just drive it manually. Which means, I'll probably shell out the bucks for it.
12.3.4 still has inconsistent turn signals when getting off the highway, still tentative on turns in my neighborhood, the worst safety event was when it stopped at a red light and then proceeded through the intersection.
Absolutely, Dylan! I agree 1000% Those taking the lead in investing in Tesla! Outstanding on your part to bring this up !!!
I got three new curb hits(going over) when turning. Never had that until my last day of V11 & V12
With all this sudden news, the earnings call on the 25th, there is only one logical thing to do. It is time to go and get the dry powder ready. :-)
The earnings call date is on the 23rd not the 25th
Dillon, I've been watching/reading everything I can find regarding Tesla for the last 5 years. Many good "Gurus", but most of them are duplicate information. I have come to depend on your frequent postings and insight as the most objective, most accurate information available. I just want to thank you for all the time you invest in this project... I hope you are doing well with it.
Not sure why everyone assumes that the $99 will stay the same over time, especially as FSD gets better. You can’t compare buying upfront vs a subscription. The 99$ is the right price based on the features currently available.
Is correct. This is deal of the century to get FSD miles in now they have the compute.
FSD…not great. Just as tentative as it always was. Way too timid for normal city driving. It does work, but painfully slowly!
Do you have any insight into the delivery delays of new Model 3s with white interiors? People who ordered in January are seeing delivery dates in August.
That's alright body I still drive my Jag XJ
Interesting future possibilities involving FSD 12+ and Grok: perhaps similar to the 2 hemispheres of the brain, or in some respect 2 very different inputs combining to produce something that is much more than the sum of the parts.
Also, thanks Dillon. I'm feeling better about the day.
That can also result in confusion. Just saying.
Tesla is the best car company ever! No gas stations, No oil changes, No smog check, No corrupt dealership, No catalytic converter and as fast as a $650,000 Lamborghini.!
Just windshields that cost 2,400 dollars, which is how much my last one cost.
Please stop with the propaganda , Tesla is not the best car company .
@@FS-eh4dj not even close...
@@FS-eh4djWho is?
@@FS-eh4dj "Please stop with the propaganda , Tesla is not the best car company ."
That depends on your criterias. Tesla and BYD are however running circles around the so called competition.
1:34 what Tesla should do, attach FSD to the person that bought it, and not to the car! It’s so ridiculous, that especially OG buyers have been screwed over the years and Tesla now *graciously* allows transfers for a limited time. But that means forcing people to buy a new car then and there, which may not be in their budget.
Equally is it a piece of impudence to offer *FSD* outside the US where it actually can’t be legally put on the roads. Take the EU for instance, FSD is offered for 7.5k €, that gives you Navigate on Autopilot, Lane change assistance, Autopark, (Smart) Summon, and Stop sign and Traffic light detection (I assume it means that it will actually halt, as even with standard autopilot you get an audible ding for traffic lights). All but the last feature is also included in Enhanced Autopilot for 3.8k €, but Tesla wants almost double that right now for FSD and all you get is Stop signs and Traffic light …. And who knows how long it will take the EU to really make regulations allowing full autonomy; that piece of regulation going live in August will still require drivers to confirm any choice a autonomous car wants to make and it will also not remove the ridiculous regulation of max steering angle, so the cars will continue to drive like a tortoise around bends.
So far it's pretty incredible. I just got my first Tesla with FSD 12.3. It's very good!
Only FSD 99 per month. FSD + XAI Grok, Just like the robo sports car in series Knight Rider, 199 per month!
Sports cars are low weight, also you should want to drive them not be driven.
no... they really dont have nothing, just a once great story. no more growth or demand, no real FSD on which to base either robotaxi or optimus... yay, a little growth on energy will never justify the valuation. this coming from an all in Tesla investor. well done.
Many early adopters paid $15k before the price drop!
Just did first drive on 12.3.4. Drove me 5 miles through congested DC suburb traffic and dropped me at front door. No DEs, no interventions. Autoset speed seems better and acceleration seems better tuned, was previously quite aggressive, even in chill mode.
Elon's new pic, he's at a funeral for the auto business saying goodbye, praying, (refocus on AI), lol, who knows, just a guess.
After listening to the Elon post about $25,000 Tesla and the Robo taxi there seem to be two camps one in favor of the 25,000 and one in favor of the Robo taxi. Elon was definitely on the Robo taxi side I think the two executives, left Tesla or on the $25,000 side and Elon effort to go all in on Robo taxi maybe a conflict. I don’t agree with Elon. I don’t think the world is ready for the Robo taxi. I am a big Elon fan and want to thank him For the free FSD software upgrade it works fantastically with no problems with the hard work and software generated by DOJOE, AI the team.
Both is also an option.
Your objective non dogmatic big picture anti conclusion jumping view is bar none. You and Rob Mauer are the goats on the front hence why you are the best to listen to. Keep up the good work. You’re filling Robs shoes wonderfully
Everywhere I turn, I hear excuses about Tesla's recent string of disasters. Even here. That is a bad sign. In the past, every time I've heard things like this about some company, that company went bankrupt within a couple years.
FSD 12.3.4 :
One commute : 2 x 25 minutes city driving with 2 interventions : 1. for a construction zone with a sign guy., 2. to avoid hitting a raised white line barrier.
One unnecessary lane change.
It accelerates faster and slows slower than I prefer.
I hope someday it will avoid pot holes.
For me on v12.3.4:
- approaching a needed U turn per the navigation, instead of preparing to turn into the left turn lane it's approaching, FSD tries to change to the right travel lane. Consistently, on several occasions.
- when in the median for the U turn, blocks opposing traffic (until I intervene)
- needing to turn right 100m after a stop light, it gets in the right turn only lane 150m before the light, on multiple occasions
- lots of crossing of solid white lines, instead of waiting for the dashed line
- lots of hewing so close to the inside of the lane on turns that I think it's possibly on the lane markings
- didn't stop for running deer about to cross the road
- doesn't avoid potholes, even deep ones, nor places where it would ground out
- signaling to enter central two way turn lane way too early, then thinking better of it, on repeated occasions
- trouble identifying which left turn in a complicated area (side road has median, and there's also an entrance to a parking lot)
- trouble figuring out what to do leaving parking lot into cul-de-sac, almost always
- better advance stopping for red or yellow lights than v11, but still sometimes later than I like on downhills in Colorado on days that have had snow
- sometimes finds my driveway, sometimes doesn't
- as an aside, strange navigation routings, which seems new
- lots and lots of hesitation even when entering a clear road, which is a problem entering the sometimes quite busy highway near here, for which gaps can be limited
- various lane choice hesitation, not recognizing right turn lane right away
It's getting too frustrating to keep trying.
AutoPark mostly works, except at the cafe, where there's a concrete barrier 3ft/1m before the curb (to keep vehicles from encroaching on outdoor eating area).
Doing the 30 day trial. Only issue I have had is it fails to recognize the flashing yellow 20 mph school zone
That’s a MMMUST!!!!
I got v12.3.4 last week and have been underwhelmed. The car makes many mistakes on each drive. But I'm hoping the rate of improvement will be mich faster than in v11. It's at least on par with v11. Having said that, in the few times it does things right, it is much smoother and more confident.
It's odd reading comments from you, and then from others who say it's fantastic. It's hard to make sense of such differing viewpoints.
JB should offer Drew a spot at Redwood Materials.
I made the cut! Still employed. But lost some friends 😢
There should be some kind of award for Tesla employees for each layoff they survive. Congrats.
glad to hear you made the cut jose! sorry about your friends...been there...not fun! hopefully you make new ones in time
@@billweberx Rewards generally suck. Unless they are a chunk of stock.
@@danharold3087 Additional stock options would be a fine reward for surviving multiple layoffs.
The problem is, even IF Robotaxi is successful, there is STILL a need for a $25K compact car. This is what Elon seems to be missing.
Dillon, any idea how I can trigger the FSD free trial? My son and sister both got it at the beginning of the month.
Ver 12 is hands above ver 11. Drove 1000 miles to Florida from Ohio on ver 11 and 1000 miles back on ver 12. Still needs to be supervised. I use it all the time now.