DeepTech315: We, Robot / Google Breakup / Intelligent Alpha

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  • เผยแพร่เมื่อ 31 ธ.ค. 2024

ความคิดเห็น • 95

  • @tipoomaster
    @tipoomaster 2 หลายเดือนก่อน +6

    Is it alarming that the guy who wants to manage our money thought the clearly telepresence voices in Optimus were AI? Like if that had been real that would have blown away every AI voice demo to date lol. They were just human interactions put through a voice filter and the devices were tele operated, that was even confirmed if you asked anyone.

  • @MoneySavingVideos
    @MoneySavingVideos 2 หลายเดือนก่อน +1

    Maybe the robotaxi IS the low end Tesla. It can also be a commuter car if the full self driving becomes robust. And in the long scheme of things, did it really matter that the Model T was released in 1908 and not 1905. Would that have prevented someone buying Ford stock.

  • @jimpurewal2661
    @jimpurewal2661 2 หลายเดือนก่อน +9

    The lower cost model has nothing to do with the Robotaxi event. Not sure why anyone was expecting it. They will come out with it in early 2025. Nothing changed that. Stock will recover. Also the CEO of Stellantis attended the event?

    • @theoaklandpanda9129
      @theoaklandpanda9129 2 หลายเดือนก่อน +1

      2025 lol. Have you not seen Elon promising FSD for over nearly a decade. Waymo and Cruise are far ahead of Tesla and frankly trusted more by the general public.

    • @jimpurewal2661
      @jimpurewal2661 2 หลายเดือนก่อน

      @@theoaklandpanda9129 Wrong. Waymo is not scalable and you know little about Tesla FSD. Cruise? LOL.

    • @yad2917
      @yad2917 2 หลายเดือนก่อน +1

      I agree. The lower model isn’t relevant here. With EV demand softening, Tesla’s future will depend on the RoboTaxi, not humanoid robots or cheaper EVs. Those are just cheap distractions. If Tesla can’t make the RoboTaxi work, they’re in doomed. Unfortunately, they’re not leading in self-driving technology. Just look at what companies like Waymo and Mobileye are doing. This event shows that clearly.

    • @yad2917
      @yad2917 2 หลายเดือนก่อน

      ​@@theoaklandpanda9129I agree with your statement. Right now, it’s clear that Tesla is not leading in self-driving vehicles. Waymo is miles ahead, and I agree Cruise is too. I actually can think of 3 or 4 other companies that are ahead of Tesla. IMO, investment decisions shouldn’t be based on emotions or dreams; they should rely on data. @Jimpurewal2661 seems like he's emotionally invested here. You can't debate him (and people like him) using logic. It's probably best to just wish him luck and move on.

    • @jimpurewal2661
      @jimpurewal2661 2 หลายเดือนก่อน

      @@yad2917 Wrong. You don’t really know Tesla in detail. Robots are the multi trillion opportunity. BTW Tesla is leading autonomous driving as per Jenson Huang and Elon. Waymo is not cost effective, is geofenced and not scalable. Waymo also has remote operators. Tesla is not doomed BTW as they are still EV leader, have an energy business growing rapidly, Tesla semi truck is a massive revenue stream next year and you have FSD and engineering licensing etc etc.

  • @LeFilAPlomb
    @LeFilAPlomb 2 หลายเดือนก่อน +6

    If TESLA is not a Tech company, what companies are ?

    • @TimesNewRoumen
      @TimesNewRoumen 2 หลายเดือนก่อน +3

      Heinz Kraft, Burger King

    • @CathyMartin-en2tl
      @CathyMartin-en2tl 2 หลายเดือนก่อน

      @@TimesNewRoumenlol

  • @chrislivingston2356
    @chrislivingston2356 2 หลายเดือนก่อน +4

    For those of you that missed the most important part, people rode in a car a driven by software operating at level 4 autonomy. It has not been certified level 4. That will take 4-6 months once it is submitted. For anyone that says they can never get to that point, you saw them do it.

    • @zbenne05
      @zbenne05 2 หลายเดือนก่อน +3

      Sure, around a staged theme park with zero traffic😂
      Only a true Elon nut hugger would claim that's L4 in the real world

    • @SihAza
      @SihAza 2 หลายเดือนก่อน

      @@zbenne05 Seen them for years driving around San Francisco and Las Vegas, but not Tesla.

  • @susansherrard1859
    @susansherrard1859 2 หลายเดือนก่อน +3

    Elon already builds more robots than any other company….and is using them in his TSLA plants…🤗

    • @SihAza
      @SihAza 2 หลายเดือนก่อน

      Referring to the Kuka industrial robots from Japan? Better termed "programmable positioner".

  • @bikesqump
    @bikesqump 2 หลายเดือนก่อน

    robovan is likely for the public transport tunnels, like in chicago etc.

  • @thundastrike3210
    @thundastrike3210 2 หลายเดือนก่อน +1

    Dan Ives also completely missing that robo taci is launching next yearbwith 3/y

  • @deani2431
    @deani2431 2 หลายเดือนก่อน +2

    Elon is not the guy to pump up the masses.

  • @rickvalmer9306
    @rickvalmer9306 2 หลายเดือนก่อน

    Everybody talks about Testa autonomous car, but just a few talk about Waymo.

    • @rickvalmer9306
      @rickvalmer9306 2 หลายเดือนก่อน

      @@fredkite9330 LOL

  • @dhui777
    @dhui777 2 หลายเดือนก่อน

    Tesla needs an App Store for car softwares to bring in more revenue. That’s the only way for Tesla stock to grow in value in a meaningful way.

  • @LarryH49
    @LarryH49 2 หลายเดือนก่อน

    The low cost car should be built in Mexico. It will take a while to build the plant with concomitant suppliers nearby. They need the government to exempt them from any future tariffs on Mexican built cars.

  • @usuario8245
    @usuario8245 2 หลายเดือนก่อน +1

    "Hard (on tech) than any other automotive"? Gene you forget about Hyundai Motors (aka. the owner of Boston Dynamics)

  • @williamwoo866
    @williamwoo866 2 หลายเดือนก่อน

    Tesla is building the future that people in the world needs. It will take time for people that don't realize it but life will be easier and less expensive with the invention of Tesla. If you don't innovate then you are not going forward to a better life not only for people but for the earth survival

  • @grahamoldfield3871
    @grahamoldfield3871 2 หลายเดือนก่อน +1

    The Robovan has a big marketplace around the world , think of it replacing Big buses. The cost of running a 44 seater bus is huge , these 22 seater mini buses will be so cheap to run that we will see a much bigger bus services around cities . Everyone is forgetting Tesla Mega packs and the power business that is growing fast and is highly profitable .

    • @richardwolf6269
      @richardwolf6269 2 หลายเดือนก่อน +1

      With no ground clearance?🙄

  • @tnelly6588
    @tnelly6588 2 หลายเดือนก่อน

    Why would Elon say 50% sales growth next year (2.7M deliveries in 2025)?

    • @keziasarah
      @keziasarah 2 หลายเดือนก่อน

      Because he's a liar

    • @keziasarah
      @keziasarah 2 หลายเดือนก่อน +1

      He also said 4.5T by 2025 - So full of crxp

    • @raymondschembri5042
      @raymondschembri5042 2 หลายเดือนก่อน

      @@keziasarahDid you miss the boat? I’m great full if it goes to 1.5 T😊

  • @w3072
    @w3072 2 หลายเดือนก่อน

    was the van built for the boring company

  • @patronspatron7681
    @patronspatron7681 2 หลายเดือนก่อน +2

    Tesla's We Robot event was all theatre. There will not be any discernable cash flow from any of these products for 3 years at best. The waters look choppy for Tesla investors in the short to medium term.

    • @theoaklandpanda9129
      @theoaklandpanda9129 2 หลายเดือนก่อน +1

      Elon has a pattern, he's been promising FSD for nearly a decade. Waymo and Cruise are better setup for owning future. Robot's were controlled remotely. How anyone takes Elon seriously is bananas. He has a cult following and survives off gov't subsidies to his companies.

  • @Jasedabass
    @Jasedabass 2 หลายเดือนก่อน

    Hahaha your sense is Old m8. Van is awesome. I'm going to live in 1 possibly 2 if it follows me 😂

  • @X5493-c7p
    @X5493-c7p 2 หลายเดือนก่อน +5

    This event was never going to be about a cheaper Tesla vehicle it’s only you id10ts that thought that even though it was quite clear that this event was going to be solely about automation

    • @JasonBridges-r8o
      @JasonBridges-r8o 2 หลายเดือนก่อน

      Exactly that’s why the called it We Robot

  • @damienwade7848
    @damienwade7848 2 หลายเดือนก่อน

    The thing that drives me crazy is when I hear capitalist people talking about UBI and abundance. AI and robots are meant to do the jobs that humans don't want to do, but nobody ever says what jobs humans don't want to do, because if somebody's willing to pay for it, somebody's willing to make that money for it.

  • @AIVision_Era
    @AIVision_Era 2 หลายเดือนก่อน +1

    Robotaxi is going to be haunches in 2025 via model 3 and Y.okay , keep talking apple, old stuff

    • @theoaklandpanda9129
      @theoaklandpanda9129 2 หลายเดือนก่อน

      Elon has promised FSD for nearly a decade. It has yet to happen and Waymo/Cruise far ahead. He promised the roadster years ago. To believe Robotaxi is launching in 2025 (early than he even stated) is insane.

  • @ivaluska
    @ivaluska 2 หลายเดือนก่อน +1

    Elon takes his timing lessons from CERN, where fusion is always 5 years away

  • @hkraft4830
    @hkraft4830 2 หลายเดือนก่อน

    You're horrendeously wrong on borh

  • @georgekhoury8881
    @georgekhoury8881 2 หลายเดือนก่อน

    Waymo is up to 100K payed rides per week, and tesla is still talking about Robotaxi in 2026! Tesla had. a great lead with FSD, but is late to the self driving business. Why not accept that they are failing to execute.

  • @johnstefanowicz6595
    @johnstefanowicz6595 2 หลายเดือนก่อน

    Exellent

  • @lourdessilva6442
    @lourdessilva6442 2 หลายเดือนก่อน

    Show es nossa marca favorita como seus produtos são verdadeiros sonhos de consumo já

  • @SihAza
    @SihAza 2 หลายเดือนก่อน

    Sure the robot voice response wasn't fielded by a remote actor? The "robot" which shook Elon's hand sure looked like a guy in a suit. Lucid has much better tech. Their motor is half the size yet more powerful.

  • @CathyMartin-en2tl
    @CathyMartin-en2tl 2 หลายเดือนก่อน +1

    Sell me your stock!

  • @SquishyCheddar
    @SquishyCheddar 2 หลายเดือนก่อน

    Based on this “analysis” time to rename channel to ShallowWater.

  • @larsnystrom6698
    @larsnystrom6698 2 หลายเดือนก่อน +1

    Why is it so hard to understand that Tesla wasn't going to say anything about a new cheaper car at an event about robots?
    That's not the right forum for talking about that, even disregarding the Osborn effect.

    • @richardwolf6269
      @richardwolf6269 2 หลายเดือนก่อน +1

      It isn’t hard to understand since they don’t have one in the pipeline bro!🙄

  • @gustavofring-thechickenman
    @gustavofring-thechickenman 2 หลายเดือนก่อน

    lol Tesla analysis on this channel is so silly …. Come on man

  • @StefanNorberg
    @StefanNorberg 2 หลายเดือนก่อน

    Optimus is as good (or marginally better) than this prototype from 2018: th-cam.com/video/KpqrNpVRuG4/w-d-xo.html

  • @VotecEV2
    @VotecEV2 2 หลายเดือนก่อน

    Tesla is Done. How many Tesla's do you think attend Trump Rallies ?? Elon left his customer base

  • @harrychu650
    @harrychu650 2 หลายเดือนก่อน

    Low cost model segment is nonsensical. The analyst community continue to push this narrative that will not move the ball forward. The US market already has the Chevy Bolt in this segment. Has this elevated GMC in the EV market?
    If you are an investor who is "investing" b/c of a Tesla Compact, sell now and buy something else.

  • @richardwolf6269
    @richardwolf6269 2 หลายเดือนก่อน

    Elon stammering through the presentation was cringe worthy.
    What’s this BS about reducing traffic with 2 seater cars?🙄
    FSD demo in a controlled environment. His promises from the constant delays are getting tiring.
    Then this whole shepherd and flock story almost made me puke!
    Then this life of abundance due to robots?????? Perhaps, but only for him and a select few unless he wants to give buckets full of money to the unemployed?🙄
    You Tesla stock pumpers and bag holders are a curious lot!

    • @paulmcgreevy3011
      @paulmcgreevy3011 2 หลายเดือนก่อน

      Crying on the sidelines won’t help. You need to get your feet wet.

  • @Goldsteinphoto
    @Goldsteinphoto 2 หลายเดือนก่อน

    I think the rise in low priced Chinese EVs made Tesla shelve their plans for a $25-$30K car.
    Now their fiture is dependent on robotaxi as a service, energy, and robots. Energy profits are growing but it will be some time before robotaxis and robots are profitable.

  • @frodekleppe3884
    @frodekleppe3884 2 หลายเดือนก่อน +1

    Tesla is an AI company. and the robovan combined with the boring company will outperform buses.

    • @richardwolf6269
      @richardwolf6269 2 หลายเดือนก่อน +1

      The boring company has what a few miles of operating tunnels using slow moving cars that are not autonomous. If the can’t do it in a tunnel good luck with the real world!

  • @theoaklandpanda9129
    @theoaklandpanda9129 2 หลายเดือนก่อน +5

    Folks this was all vaporware. So few details by Elon. We have seen this game from him before. He's past his prime. Tesla needs new leadership. Robotaxi - just 2 seater?? lol

    • @kellyjohnson4578
      @kellyjohnson4578 2 หลายเดือนก่อน

      The largest hurdle is full self driving. Teslas vehicles are great and have come a long way just in the past year.
      It’s a slow rollout in just Texas and California and Once “full” self driving is achieved I believe the realization of robotaxis will be rapid

    • @TheMagicJIZZ
      @TheMagicJIZZ 2 หลายเดือนก่อน

      Every Tesla is a robotaxi
      It you four seats get a model 3

    • @theoaklandpanda9129
      @theoaklandpanda9129 2 หลายเดือนก่อน

      @@TheMagicJIZZ lol. this is all so silly. To think there will be mass adoption of robotaxis from Tesla when Cruise and Waymo are years ahead of them is wishful thinking my friend. Elon is not a GOD, I am sorry to inform you of that.

    • @cat-q9v
      @cat-q9v 2 หลายเดือนก่อน

      what have you designed lately??

    • @chrislivingston2356
      @chrislivingston2356 2 หลายเดือนก่อน

      ROFL. It picked up passengers, drove them around, and dropped them off safely in an urban environment. Vaporware? Ridiculous.

  • @garyscott9261
    @garyscott9261 2 หลายเดือนก่อน +10

    Couldn’t disagree with you more Gene, re: the debate on whether Tesla is a tech company. They are an automotive company until they prove otherwise. Repeating a few ideas that’s been around for decades and creating your own prototype doesn’t make them a tech company. I’m surprised that you are so easily convinced without much evidence. Elon has been making promises for close to a decade now and most of his promises have not come to fruition.

    • @nickynick1014
      @nickynick1014 2 หลายเดือนก่อน +8

      Gary you’ll recognize they’re a tech company when you buy almost any other brand and find yourself at the dealership to get a software update

    • @tasd5673
      @tasd5673 2 หลายเดือนก่อน +7

      And Amazon was just a bookstore
      Google was just a search engine!
      Apple just a computer company

    • @garyscott9261
      @garyscott9261 2 หลายเดือนก่อน +4

      @@nickynick1014 let’s agree to disagree. I’ll recognize they’re a tech company when they realize revenue from said technology. I will gladly recognize them as a tech company at that time.

    • @Jasonfallen71
      @Jasonfallen71 2 หลายเดือนก่อน

      Never promised anything. Just hoped for very good results. He said so too.
      People who say “Elon promised” are always lying plus we know they never even listened in the first place.
      Maybe you were just lied to and you bought it but that doesn’t really matter.
      The lack of factual understanding on the part of the “but he PROMISED” people is the real travesty.
      Tesla’s are still the only software defined vehicles that are made in mass quantities, that make lots of money and use AI tech in the real world more than any other company on earth.
      That’s been going in for 8-9 years(!) now and no one else has anything comparable.

    • @Jasonfallen71
      @Jasonfallen71 2 หลายเดือนก่อน +3

      @@garyscott9261all that FSD revenue could drown you so what else are you waiting for? Always moving the goal posts and completely misunderstanding what “tech” means. A software defined vehicle IS PURE TECH in the way a Bolt is just a car with some EV equipment.
      When another car company makes tons of $$$ selling FSD tech then we can say Tesla is just a car company. Until then they are a tech company that dominates the auto industry with a tech laden vehicle the likes of which no one else can understand let alone produce.