Tesla Just ENDED All Other Auto Makers--And No One Noticed!
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- เผยแพร่เมื่อ 24 เม.ย. 2024
- Tesla has WON Automotive, Game. Set. Match.
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It is hard to believe that after more than three years of stock price decay some people still believe in these lies. Makes you lose faith in humankind.
You know absolutely nothing about artificial intelligence do you? 😂😂😂 expect the Tesla stock to 1000% the next decade. I’ll wave to you when I drive past your commute bus with my Mercedes Maybach. 😎💵💵💵
@@ThomasConover I was already working with neural networks in 1990, in a one-year World Bank Treasury project to forecast Treasury Bond yields. You probably weren't even born. The silly idea that Tesla stock will "1000% the next decade" (sic) reveals the type of person you are. And it doesn't look good.
@@fsaldan1 🤣🤣🤣 great story bro. You’re a nobody and you’re trapped inside your own imaginary illusion. Meanwhile I’m making a killing both in trading and AI. On a level you can only dream of being at.
@@ThomasConover I am glad to hear that someone who is not a nobody like you is making a lot of money with your short Tesla positions. Congratulations.
@@fsaldan1 yea brokie. I’m earning more than you. And I know more about AI and LLMs than you. Must suck to be a loser in the shadow of a winner like me.
your liveing in a Elon wonderland with fairies and pink bunnies jumping around everywhere. lol
Tesla looks like it's going big. I really want to profit from the market this year. I have about $40k I want to invest in the market. My brain doesn't do very well in understanding these things. How else could I utilise the market opportunity?
I suggest you focus on two key objectives. Learn when to sell stocks to minimize losses and maximize gains to start protecting yourself. Second, prepare to make money when the market turns around. I advise speaking with a broker or financial counselor.
Agreed. My portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. In my opinion, financial advisors are the most sought-after professionals after doctors.
Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch if you don't mind.
I'm hesitant to make recommendations like this online so I can't drop her contact here, but you could look her up yourself and contact her if you wish. Her name is Sharon Lynne Hart.
Thanks you for this. I'll look her up, and I hope I'm able to make something out of it.
It is SO frustrating that you don't question Elon or so many realities of these momentous changes.
I don't believe that too many people will loan out their cars to the Tesla fleet or "Uber" it out, with or without a driver. The insurance and legal ramifications would be seriously significant.
TH-cam somehow recommended this video to me. I think it was about 2 years ago I was last here and I remember you saying then that with all the data Tesla was collecting and with all the computing power they had, a full release FSD was probably only 6 months away. Notwithstanding the graphs, I think I'll check back in another 2 years.
I am also intrigued as to how Tesla are going to come up with a $25,000 car, at least one that's worth buying. If you start with a Model 3 as a base, you've got to knock 35% off the price, or alternatively, for every $3 of a M3 you've only got $2 to build the proposed car. I know Tesla have many innovative construction techniques but Elon will have to demonstrate he really is the greatest manufacturing mind in the world to pull it off.
All this is true, however, FSD made a major milestone 2 to 2.5 months ago and it is on a rocket ship of learning now with like 4 releases since then, Look up any videos of 12.3.5 on the internet and see for yourself. It has ARRIVED and 99% flawless... yes, I said that
It is disappointing how far we are still away from fully self driving cars. Unfortunately this field is constantly over-promising and under-delivering. The advancement curve has absolutely flattened. Especially considering how much more compute power (including AI) this technology has being given recently. It still barely passes the driving test on a simple grid roadmap on a bright summer day. Now add in all Weather/Road/Traffic/Geographic/Sensor conditions and we are still decades away from true full self driving. "Drive assist" is probably were this technology has the most use case for the next 10 years. These company reports are more damage control due to tumbling stock prices. You can't take that too serious.
The whole industry has realized that getting 95% of a self driving system working is not enough to have a viable product and the last 5% is extremely difficult.
There are real self driving cars. It’s just that none of them are Tesla’s!
It is good the human race is not being entirely replaced yet. When humans have been eliminated from everything as these corporations want how the legions of unemployed will buy all this stuff is a mystery. Presumably all these people fired by Tesla will not be buying much. Add to that all the other motor makers will be laying off all their staff staff with the sole manufacturer in this cloud cuckoo land scenario itself laying off staff it does not look good for us. Is there anything in this Tesla saga going on at the moment that is not entirely deranged in concept?
@@williamlowry2487 , I know that some people describe cruise control as "self driving" but I consider Level 5 automation as real self driving.
It's about to kick off in China now. That's not far away.
Are you talking about the same Tesla that had to do a full recall of all the trucks, that still can't go through a car wash ?
The recall is about a temporary rivet in the shiny cover of the gas pedal, so the cover can't slide off and get stuck somewhere. Yes they should have designed this better but are fixing it quickly. From what I read this recall is only a major issue for people who had no intention of buying a tesla anyway. Yesterday it was the "problem" of moving the indicators to a button on the steering wheel, and tomorrow they will find another excuses for not buying the best car in the world.
@@jwstolk It was brought to Tesla's attention by a worker who was fired. It was only when the potential lawsuits appeared that Tesla took action.
#1 bad internal policy
#2 bad treatment of worker
#3 poor commitment to safety and quality
#4 poor protection of company
All because of too much ego at the top.
Have you ever heard a car company putting out a completely different vehicle from the ground up and have it be flawless? Have you seen the videos of people using 12.3.5 FSD all over the internet? You are not paying attention to reality.
lol they just ended their 'next-gen' gigacasting process because of it too.
Are you talking out that hole where the sun don't shine, buddy? You must be constipated with envy. I pity your little black heart and your glockenspiel fingers. Shame.
Hard to believe the Model 2 will be for sale in April 2025.
I'm not used to such clickbaity titles on your otzherwise good channel, Dr. Knowitall.
We'll see how this ages.
take care
Agreed. Clickbait may get you more clicks, but it cheapens your brand by insulting the intelligence of your audience.
Yep. Model 2 maybe in 2027
Will my robo taxi clean up the puke in my back seat automatically, or do I do that at 4 am every morning? Just wondering.
Are you ill?😅 Try a bag, or quit binge drinking.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
The safest approach I feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
@@ThomasLee-yn3xu It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
@@ChadLujan This is considerable! think you could suggest any professionals/advisors? I'm in dire need of proper portfolio allocation.
@@latestmovies3743 My CFA ’ is “Victoria Carmen Santaella”, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@@ChadLujan Appreciate this recommendation, hopefully, I can get some insight into where the market is headed and strategies to beat the downtrend when I hear back from Victoria Carmen Santaella.
These are bold moves but I just don’t believe private car buyers will be forking out substantial monthly subscription fees for self driving when they can just continue driving themselves.
I added 1000 miles to this FSD number this month alone! Ohio --> NC and back. Running12.3.4. Overall great drive, 11 hours , 3 charging stops each way, and never felt tired, but still has issues with lane closures, planning, construction and speed changes. Actually handled the mountain passes without feeling nervous. Failed the toll booths 90% of the time. I wonder if they will be able to see, on a map, where the disengagements happen most frequently. I was able to predict where it would fail. Looking forward to getting these issues resolved.
It's learning off of disengagements, there are areas where it makes a poor choice and 2 weeks later it's making the right decision at that same place. I hadn't seen this in any of the previous versions
@@alihusainmd You are absolutely correct, it happened with me also. It's amazing!!!
They can 100% see where/when disengagements are happening and focus additional training resources on those weak points. Then they iterate and improve on even minor issues. Then iterate and improve on literally every micro issue imaginable. Its going to get very very very good.
Tesla has AI running the AI training compute, they will see these issues and these will get fixed at some point.
But highways not on end to end NN 12.3 right ?
If rivian licenses immediately, that may allow them to be competitive with legacy auto.
I agree that people completely underestimate the amount of trouble other automakers are in
The small ones will be absorbed and the larger ones are going to significantly shrink.
@@fractalelf7760 They have too high overhead and scaling down generally increases overhead. Tesla is scaling up, which makes it much easier to reduce overhead.
Toyota just hit record sales this year. I don’t think the Musky Bois realize how much trouble Tesla is in. There is no reason to believe regulators would approve widespread use of autonomous Teslas, since available data shows they are less safe than cars with no driver assist. Tesla’s survival depends on their nextGen vehicle, which Elon is saying will be in production in 9 months despite no demonstrator existing and Elon not being able to describe a single detail of it. That’s good evidence Elon is just lying because he knows that’s what investors want to hear. I listened to the earnings call, Elon didn’t backup a single claim with any evidence. In fact he didn’t give a single number related to any one of his claims, only dates. Simply stunning.
There should be a counter in the corner of this video that goes up every time the host uses the phrase “Elon says,” so you can see how much of this is based on nothing but the words of a man who is famous for failing to deliver. Elon has said Tesla would be fully autonomous by the end of the year, every single year, for the last ten years in a row. You people are like the doomsday cults who listen to a preacher that says the end of the world will happen on some date. When that date comes and goes, the preacher just sets a new one and no one even questions it lol.
@@fractalelf7760 You forgot the Moss 5% rule, lose 5% profit off the top and go bankrupt. (It has to do with the cost of money and the best place to invest it).
@@jwstolk scaling up? you mean 14k people fired? cancelling Model2 and focusing on robotaxi only? sales decreasing? oh wow
$12K for FSD is a RIPOFF for folks who need FSD but aren't interested in using their car as a taxi. Nothing but a greedy rip off.
Why sell a car for $5.5k profit when you can rent it out for 3 years for $100k profit?
Why buy a car for 20k when you can just rent it? Although, maybe they can do both.
lol this guy hasnt got the memo tesla autopilot just killed a guy on a motorcycle the other day lmao.
Because taxis are not that loved by adults. You need at least a 1st car to own.
@@billybobbob3003 Looks like you didn't get the memo about the context and no real hint about what's fundamentally different in V12.
@@fmu7679 fsd is best suited for the highway not ever changing landscape of a city.
If I allow others to use my Tesla, I’ll want to be able to limit the acceleration to Grumpy Old Man mode. Save my tires and batteries.
Expect mostly a trashed interior after a month. People are way messier than most realize.
Already an option. "Valet Mode" does just that. And I'm sure other limitation settings will become available when Tesla starts offering owners the opportunity to use their vehicles as taxis.
@@fmu7679- Perhaps not a problem, if cleanup fees are included in the billing and the responsibility for any mess can be determined via cameras added for robotaxi operation.
@@fmu7679 you can set your car to only take 5 star passengers. There is a camera inside the cabin also.
@@fmu7679 Yeah, I was wondering how the cleaning aspect would work. What if I go on vacation and put my Tesla into Robotaxi mode to make money while I'm away. Who's gonna clean it while I'm gone? Possibly, eventually there could be dedicated Robotaxi cleaning stations that they pull into every so often...
What a load of rot.
The whole ‘supervised’ thing made sense for me when you said drivers are now ‘supervisors’. What a smart re-brand! Can launch the ride hail app, with ‘supervisors’ vs. ‘drivers’… until the point it no longer needs ‘supervision’. I think a lot more people would get in the car for their first drive with that experience.
I'm in the UK. Had my first uber ride in a Tesla M3 recently. Driver told me quite a few of his colleagues have gone for new Teslas; some kind of deal. Same in USA? Envisage a cutover programme where it's taxi drivers running full FSD, but as a supervisor? Or would that be too much of a conflict of interest?
How about current taxi drivers buying and running multiple Teslas in the cybertaxi network... rather than just driving a single cab?
It would not surprize me that Taxidrivers will embrace the robotaxi's as they can send out their Tesla's making money for them while they take care of the kids, do stuff around the house and clean the second robotaxi they suddenly can afford.
@@jeanpierre72 im from UK, based in Spain now so not sure on the deal. But I’m thinking same as you in the beginning with the cutover program 🙂 fingers crossed FSD can make its way out of the States soon!
@@jeanpierre72 Taxi drivers would at least need to be able to take over control of the car. Sometimes they have to hurry to pick up a fare, and would not tolerate the pokey grandmotherly driving of FSD.
@incognitotorpedo42 Yeah, I think the "final version" of FSD, tagged "unsupervised robotaxi-ready" would likely have to prove itself in the field for a while, with a (hopefully unused) intervention capability. The goal is to eliminate the ponderous driving quality you referred to; to be as confident and safety-inspiring as a good taxi driver.
Just reducing 2 or more cars from a family to 1 is huge. No strangers using your Tesla. Just one car in the garage. Even cheaper homes with one car garage.
Tesla building 1 million mile cars, which means MUCH less frequent turnover, which means the revenue opportunities (self drive licensing etc) are the main business model moving forward. No longer about how many cars built per quarter.
Absolutely... And then their robots are around the corner and and if they nail long range Semis, FSD with those, and a charging network with those, GAME OVER
Take the TCO of your car and divide by the actual amount of time it’s in use. Now calculate the amount you pay per mile from that.
Horse meat was cheap when the Ford model T production line started 😮😮😮😮
Investing in scrap metal looks good now!😊
Cost of vehicle ownership is bananas, especially for teens and seniors. It will be a watershed moment.
Fewer people will need to own a car. The cost of taking a robotaxi will make that few people will need to own their own car.
@speaking of low costs, any news on what that means? Im an elderly driver who might want to use it. G41251
@@G41251 I can foresee many teens/adults not even bothering to get licenses or cars. Most people around the world already do this. The lifetime cost of auto ownership is probably first or second in debts and expenses.
I see south park pandaverse. A world where no one knows how to do shit. I will keep my drivers license might come in handy
We are a 5 car family would probably be down to 2 if the car was able to drive itself.
Tesla continues to clearly layout their rules of engagement
I think there may be equivalent or worse traffic jams when now you have say 50% of the cars sitting in parking lots that's now going to be 10% so you've added another 40% of cars on the road going and picking somebody up or dropping someone off. In other words if you have every car sold driving around picking someone up or dropping someone off that makes a lot more cars on the road because none are in the parking lot.
Traffic jams won't happen. Most jams are cause by someone not driving well, starting a chain reaction that leads to a jam.
Traffic will be reduced not increased. 1 car doing the work of 2 or 3. All of which would have been on the road in the same window of time.
Fewer cars needed for the same number of journeys. This could result in fewer cars or more journeys or more likely some combination. Hard to predict at this point. For legacy car companies without FSD the future looks bleak.
@@danialmoser2573 I'm sorry but I don't understand how if you have 5 people that need to go to work and each of them orders a robo taxi that's five cars on the road whether they're robo taxis or personal cars.
@jimmyers4890 think current carpool. That already happens, but only if the riders all work at the same place. Now, take individual riders that work in the same area but not the same exact building. Those 5 people will have to give up a little extra time to get to work or home, but they aren't paying for a whole vehicle just for convenience. You are thinking 5 trips to and from each home to each work site. This isn't for those people, it's for 5 people all working in the same general area of a city, and live in the same general area of a large city. Or people that have different start and end times for their workday. Some at 5, some at 6, some at 9am, etc.
Tesla has been accurate in its past predictions on future products, right?
I interpreted what Elon said about the $25K vehicle was that they we not really going to work on it.
They were going to use some of the 3rd gen advances to reduce the costs of current models, maybe with new trims that are more affordable than current versions.
I would expect the first to be Model Y, with 48-volt wiring, steer-by-wire and maybe some of the manufacturing updates though they did say this would be on current lines so that might be limited.
I think Full Autonomy with no one in the vehicle will be much further in the future. But when it does come, I think you missed some benefits.
Such as you no longer need to pay for parking for things like major events. Once you are dropped off, enable robotaxi service then after the even you disable and get your car back.
The same for those who work in cities and need pay for parking. Though I think robotaxi charging will need either wireless capabilities, an attendant, or maybe Optimus Attendant.
One issue with driverless Robotaxi maintaining the interior, I imagine there will be more people that will be careless or even vandalize robotaxi with no one to maintain.
I think there will need to be a way to verify the status of the interior between deliveries. Maybe an Optimus bot to clean it as well.
Also having an Optimus bot in the robotaxi will enable curb to door service for potential delivery options like food/minor groceries etc..
I seriously doubt making money off one's Tesla (ride share) that they also drive themselves will get much traction. I do think there will be more participants initially, but that will quickly drop off as people discover it's not for them.
How many people rent out their places on AirBnB? This will be less invasive so the adoption will be higher, I think.
I think younger generations will be more OK with it than older.
In a crime infested country like US? What is to prevent people tape over your Tesla’s camera? Who is responsible if some one purposefully damages your precious Tesla? Or vomit in your Tesla, or a homeless decided to make your Tesla his new home? lol. People are so stupid
Assuming zero intervention per year fsd ships it will be like airbnb. People will buy cars to use them as rideshare owners. Most airbnb works that way.
However tesla not remotely close to the zero intervention per year goal. Or call it miles driven without fsd per 1000 miles. Needs to be zero for robotaxi.
Citing cherry picked safety per xxx when excludes all intervention mileage is absurd.
@@DanielZajic I have no doubt some people will purchase vehicles for the sole purpose of renting them out, but how many people rent out the house they live in full time? 🙂
I’ve been Ubering with FSD for the month of April. I constantly enter & exit community gates. This is the biggest hurdle Tesla will need to overcome.
What does it do at that point? Does it stop or does it try to crash the GA t e?
In Ford''s latest report, they were losing $130K on each electric vehicle made. Maybe they'll make it up in volume? Amazing.
I think you’ve got it spot on.
Kinda reminds me of Folding at Home software, where participants could use internet connected computers and PlayStation 3’s back in the day, to run protein simulations to aid in finding cures for things. I’d be down with my cars CPU/GPU running calculations since it sits idle for 2 to 3 weeks at a time any while I’m out driving trucks 🤷🏾♂️
Well put. Tony Seba called this some time ago as well.
Thank you for your outstanding summary of where Tesla is going in the future. Great job!
edit: i'll watch your q1 earnings review
I was going to suggest making a video about the design of the Cybercab. I think it will obviously have the same armor and windows (some may be missing some - delete!) as the Cybertruck. Do you think it could be made on the same line?
I imagine a mini Cybertruck. I remember your earlier videos that basically suggested the idea to me. I imagine 48B, steer-by-wire, structural battery, etc. If these things are going to navigate reality it's good if they're resilient to vandalism. Remember Hitchbot? Poor Hitchbot.
No pressure. You do you! Thanks for your work.
If I rent my car out as a robo-taxi, is a passenger allowed to sit in the driver's seat? If so, what is to stop them from grabbing the wheel or pressing the brake or accelerator? Just trying to understand the actual feasibility of this scenario.
I imagine if FSD becomes ready to be 100% autonomous, then the controls would go into "no override" mode
Rental car.
Eventually the RoboTaxi’s will not have a steering wheel, acceleration or brake peddles. It will only go to the destination programmed into the app. Plus there will be cameras viewing everything the riders do in the car so if cleaning or repairs are required those costs will go on the riders credit card.
Waymo doesn't allow you to sit in the driver's seat, so I'm guessing while there's still a wheel and pedals there, that won't be allowed.
@@multicamzilla4669 how do they do that?
Beautifully thought out - one of your best.
Make it V2H so It can serve as backup power. You can charge it with solar or a generator if need be. In an emergency.
Tesla had many many chances to do this. 1. It’s bad for the life of the car battery 2. It eats in to their “car battery stuck to the side of your house but twice the price” market
@@theairstig9164 v2h should add value to the proposition making it more affordable to add a powerwall at some point.
Great points in your video, an exciting future for Tesla!
Is it likely that tesla will utilize the CATL Shenxing Plus LFP battery just announced?
Just a thought - would it be legal for Tesla to discount their cars to Tesla stockholders? What about larger discounts for investors with larger amounts of Tesla stock? Seems like that might create a beneficial feedback loop between stock price and car sales. What do you think?
I'd like to know how FSD ai training works. Obviously the car needs to have the ability process scenarios on its own but, when connected, a direct line to the net with "live" training would be pretty neat.
Nice video. I agree if Tesla achieves it's goals, this will be a game changer. But what will stop the government from using protectionism, like they will use with Chinese vehicles, to keep the other automakers from failure?
I can already see the arrival of these new robotic charging stations for these driverless vehicles.
That might be a good business to get into.
it will be induction chargers then
Dr KIA, could you please comment on the WSJ article today on FSD accidents? Thx
STRONGLY AGREE -- Using CyberCab within a family is genius! I would describe it as a "Virtual 2nd Car" in analogy with Virtual Machines (VM) on computers. With timesharing more than one person could use a computer and because a Tesla is a computer a Tesla can implement virtual machines as you describe. One family member can go to work and send the car home for another family member to go to school and send the car home for a third family member to go to the grocery store. A family doesn't have to pay for an entire car to sit idle in an employer's parking lot! (the traditional use case for a 2nd car). I assume the Tesla app can schedule this so one doesn't have order the morning commute on normal workdays. And I assume at the end of the workday Tesla can send updates saying its on its way and its expected time of arrival. So each workday would have two alarms: 1. the traditional wake-up alarm and 2. a new car alarm saying time to get in the car if you want to get to work on time! BTW, I may use your Tesla link in the description for a test drive.
As I wrote elsewhere:
Calm down. It will be a while before we live in Night Rider land, with self-driving cars driving kids to school and back home to pick you up.
Think about the terror attacks that could be achieved with just a few rogue cars driving down pedestrians on a busy shopping street.
Yes, SDVs like that ARE the future. But, until further notice: it's in the FUTURE. Far future. And before that happens, many things can happen.
Imagine thinking this hard about something that isn't real and never will be.
Agree with most you are stating and it's great, but there is no way they will create a low $20K car.
1. They can't based on the limited advancement they stated with existing production and volume production.
2. Most importantly, they can't produce enough to satisfy the market at that price, so market mechanisms will set the price around $30K.
Is that a feeling that you have?
Really useful summary!
Elephant in the room is electricity production. Data center expansion for all the computing power we need to do things such as self driving will use more power than we produce now. How are we going to charge electric vehicles?
It's one thing to afford an EV.
It's another to have it make sense for you to buy.
Lots of people don't live where they can plug in.
Hi Dr Know, do you know where xAI (Grok) gets its AI modeling compute, does it use Tesla's compute stack?
I agree and have been saying for years that hybrids are a stupid product!
Yes, their days as a good bridging tech are done.
In my Country, (Canada) they just imposed a carbon tax. Gas jumped about 70 cents a gallon. I just smiled UNTIL I went to fill my daughters gas tank. EF me!!!!! Last time I do that favor, My 2018 M3 is just fine thank you
Smoking that good-good. Stock price is less than half what it was at the end of 2021, EV sales are flat, laid off 14,000 people, key executives jumping ship. Yeah, Tesla's doing great!
I already Know that
Elan said even if prices go down new revenue would be generated by hardware and software upgrades to recent models. I think he said hardware 5 should be ready for upgrades soon for Full autonomous driving.
Good job Doc. 👌
The market for using robotaxis includes people who own shares of Tesla, and that's it.
I've spent a fair amount of think on why object so much to the use of "compute" as a noun meaning "computing cycles" or the like.
I quite like hybrids but only because the charging network in my state is so rudimentary. A 200 to 300-mile battery that operates in winter and can also be a series hybrid with a very efficient flex-fuel engine would be ideal for me.
But a $25k BEV would be awesome in two years when the charging network expands.
(At least I have a garage and option of upgrading my service panel)
We don't know if this strategy will ever lead to a self-driving car, or if Tesla will be the first to develop one.
Long time follower of the tech, but very skeptical of being able to rent out the inference engine, since its limited by slow cellular bandwidth, and high latency.
If this were a viable economic opportunity, we would already be seeing it long ago, in high end gaming machines for example.
@11:51 When *FSD* comes out and _reduces_ the number of accidents, plus *RoboCab* comes out and reduces the number of vehicles on the road, along with the longer longevity of EVs, the annual need for *_new_* vehicles on the road will probably reduce by 50+%. That means that *Tesla* will probably produce 50+% of the vehicles on the road *_by itself!!!_*
Any government building more road capacity will have empty roads.
And debt. 😮😮
For moving cars, the number of cars on road = number of people going places. Why do more people need to go out?
Parked cars and idling taxis should reduce, so parking lots and lanes in cities should open up.
Mass adoption is constrained by charging infrastructure. I don't think the infrastructure is ready for huge volume yet. While the cheap vehicle will spur adoption, it will be limited and ramp up with charging but that may take a few years.
sadly FSD is still a couple of years away.
How is car insurance going to work with FSD? I never see that mentioned.
it won't lol
Great video. You understand! Well done!
Will come slower than you think. Real speed is a cross between speed of mouth and speed of capital flow, both of which are slower than seems reasonable if you don't anticipate FUD.
Great review, John!
you missed the cost flywheel critical factor. As other USA EV makers reduce volume or can't scale, they cancel or delay orders for batteries, then Tesla buys long term contracts at lower prices now planing on up to 3 million vehicles by 2026, so that when other EV makers (next year) try to buy batteries they have to pay higher prices and can not get the volume they want. Battery death spiral for non-Tesla EV makers.
In case you hadn't noticed, there is a world outside America. We don't care if Ford or GM is struggling. The Chinese EV makers, Hyundai-Kia, VAG, Stellantis, will gobble up all those batteries.
@@brendanpells912- And, in case "You" haven't kept up, Chinese Car Makers have "Overproduced" their cars, and are starting to feel the pain of that! Hence the BYD Price Drops, putting pressure on NIO, Xpeng, Gealy, & others! Most of which were not making any per unit profits, Before BYD cut prices!
@@brendanpells912- Stellantis isn't "Gobbling up" Batteries, and won't be for some time
@@robertweekley5926 And before these Chinese makers start ramping up sales in Europe, so they have a large new market to grow into, whereas Tesla sales are more likely to shrink, as they are already doing in the UK.
All them gpus while I learned to drive using my 20 watt brain and a biscuit.
I understood the "new models before H2 of 2025" to likely refer to a Model Y refresh. I'd be astounded if they were selling a fundamentally different, as yet unannounced, vehicle within 12 months from now.
Thank you for making the call clear to a laywoman.
Teslas recent moves were the preparation to the checkmate move against legacy auto.
Longest string of "which means" clauses I've ever heard, which means it's the longest sentence I've ever heard! 😊
You are also overlooking the other huge news on the call - FSD will be released globally, including China. That’s a huge step and shows FSD is for real.
The other thing going unnoticed by the analysts is the new Model 3 Performance supercar at less than the cost of the Long Range $45K for 0-60 at 2.9 seconds!
ford has to redesign its cameras on their cars. This takes about 3 years to design and manufacture. Otherwise Tesla could sell them FSD tomorrow.
Then we have a different problem with a monopoly situation. Tesla needs to plan in something to prevent that.
It's a valid point but open patents, granting access to SC network, allowing NACS use by others, and licensing FSD all help.
Tesla could also allow us to use the car as a big Power Wall, buy and sell electric to the grid in the same way if you have it at home.
What they did was postpone building new factories and use the existing facilities to invent the tools required
Gratz, Doc; you just eviscerated my multi-car household paradigm. Kudos. 😂
👍🏻🙏🏻❤️. The fact that you might only need one vehicle is the best reason to get FSD as a complete licence as opposed to a monthly bill!🤔 It will most likely cost less than a new car. 😊
The relevance of all the hype about all the new use cases and paradigms that true FSD will bring drops away precipitously the further out of town you get. Makes a lot less sense from my 20 miles out of town perspective.
Think about times when you were in a bar “one toke over the line” and you needed a 20-mile ride home - for 5 bucks…
Tesla's idea to license FSD to other car companies is smart business, but I believe Tesla's robotics will be the largest catalyst for profit in the years to come. Because of Tesla's compute power, along with the speed in which they get things accomplished, I think Optimus will be available before FSD. Especially, when you factor in NHTSA sluggishness. Optimus is a stand alone consumer product like a phone. Remember when only a few people you knew had cell phones? How fast that changed!
Of course other OEMs integrating FSD will take several years. They are taking a couple years to simply switch the plug to NACS.
Tesla has excess capacity in Austin and Berlin Y lines. Whatever Tesla is going to make, will be made on the two latest Y lines.
I think it will happen faster than all Tesla fans imagine.
Is everyone here a Tesla shareholder…?
@@KitaTaki-mk3gt I am, model 3 2018 and a CT on order. I think that it will happen sooner also
@@KitaTaki-mk3gt I have 765 shares, own a Model Y Long Range
I hope so, i'm getting older every day.
I hope you are right, but just to be safe about things, I am not going to hold my breath.
One of the biggest car-commuting expenses is parking, and that will change a lot once full autonomy works. Paying $12 just to park a car as I work ends up being a bigger cost than fuel and maintenance put together. Those awful downtown lots and garages are going to lose customers, but I have a feeling that there will weird conflicts that arise as Teslas start parking themselves by shopping malls as they wait to be summoned. There are two infrastructure things Tesla should be working on now. The first is all about how to mark up parking structures to minimize Tesla FSD confusion. Signeage is for humans only because all the drivers are humans. When that's no longer the case, marking should be optimized so that it's clear to both humans and to FSD. The second thing Tesla needs to be experimenting with now: Maintaining smooth traffic flow when a rush of smart-summoned Teslas flood a downtown at 5pm. I suspect that the result will look a bit like bus stations. Cities will grind to a halt if too many people call in their Tesla too soon, and they're just waiting around or aimlessly circling as you're finishing up a conversation. The optimal system would be Teslas that take four people, not one, to a rendezvous point on the northern edge of the city, and your own Tesla meets you there and takes you home. That sort of handoff would also be a lot more predictable in terms of timing.
Parking: Malls and such can just charge for empty vehicles parking. Easily done with video cameras.
Congestion: You're really describing a bus, you know ;-)
won't bandwidth and latency be an issue with using the cars computers on a distributive network?
For use of FSD or for distributed inference compute?
@machoopichoo2 no bandwidth needed for FSD. Bandwidth between inference computers is critical I thought.
@@m3Tesla Thanks, that's why I asked, as many people think FSD requires a data connection to work.
I am no techie but I suspect distributed inference can be done with relatively small amounts of data being transferred back and forth. The heavy lifting is done on the edge computer. It's like when my team was doing a lot of 3D rendering in the cloud. The 3D models were small files (NURBS is data light) and the output images were relatively small files, yet the ray tracing and other parts of the rendering itself was very computationally intensive.
Make whole lot of sense 😊
Realistically, one of Tesla’s big foreseeable headwinds in the future will be anti-trust and being a monopoly. If things are this bad now “politically” with “competition” still in play, can you imagine when the company is 100x larger spanning the entire womb-to-tomb transportation ecosystem? It will be a different world and interesting times.
Where can we get those crash test dummy t-shirts?
At the moment its more expensive to charge your car than fill it with petrol or diesel in the UK. This has been proven many times over. However the main issue is that until batteries become cheap enough and easy enough to replace you are still faced with a car that is worthless in ten years when the battery is dead vs a combustion vehicle that can generally keep going with a smaller outlay. Electric cars depreciate worse than anything else because of this. The manufacturer that solves this issue will be the real winner in the electric car market.
Why do I not have fsd 12 yet if it's so good?
Works for me!! The future is bright!
But wait, isn't Tesla just a car company 🤔
I agree completely. It might take longer than the presented milestones, but it will happen.