Tesla’s AI Empire: $24 Trillion Revenue Unlock
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0:00 Ark Invest On Tesla’s AI Empire: $24 Trillion Revenue Unlock
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In this video, Ark Invest on Tesla’s AI Empire - A $24 Trillion Revenue Unlock via autonomy and humanoid robots.
Tags: #ArkInvest #Tesla #Robotaxi #FSD #ElonMusk #TSLA #TeslaStock #TSLA #TeslaBot #Optimus #Cybertruck
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As always, in this video I'm just sharing my thinking process and my reasoning. Keep using your own brain. Don't be a sheep. 🐑
I love you all,
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p.s. Share your thoughts below. I love to read the comments!
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As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Elissa Dawn Sharon insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 732k. Kudos to the journey ahead.
Nice information.I appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how market works.
How i do i get more information on this?
Elissa Dawn sharon is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment...
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Word on the street is that Tesla’s robotaxi will not be an electric vehicle. It will instead require you to fuel it with AG1
Massive boost?
😂😂😂😂😂
Only if you join Patreon at the invester level and above though...
Ok that was funny lol top effort
😂
FSD so crazy smart. I changed my destination in the middle of a destination which requires a U turn. But no U turn was allowed at the upcoming light. So it turn a right into a shopping centers parking lot, made its way out where there was a light so that it could turn left. Mind blowing 🤯
Has nothing to do with fsd. This is the navigation System like google maps.
@@niederrheiner8468yeah, my Google maps means I don't need to touch the steering too.
@@niederrheiner8468V11 would not have done this. I’ve experienced my v12 do similar things in the past 3 weeks…. Amazing!
@@andrewsaint6581 I am talking about the U turn in the comment above me. That is a routing problem.
@@niederrheiner8468 Since when has google maps ever told anyone to turn around in a shopping mall xD? It tries to take you like 3 miles in a circle instead.
Legacy auto might have the same mindset as the traditional baseball talent scouts in “Moneyball”. They were completely confident that the old way was the right way and “you can’t reinvent baseball with computers and spreadsheets”.
I have been using the free trial of FSD for 5 days and it drives better than I do. I am a cautious driver.
you must be in a rural area.
@@kenzaifun Hope so. It's nailed cities pretty damn well. Guess we're there?
It is moving FAST.
Update likely coming this week. 🚀😎💥
You were a cautious driver. 🤪
This thing will change the definition!
Grandpa! 😂😂
"You actually turned a wheel thingy?!?"
Tesla owners ARE the robotaxi, it's a rideshare network. There are no RoBoCaRs. Master Plan Part Duex by Elon Musk, driver assist, not autonomous.
You must be a pretty bad driver
Can't wait for Tesla to introduce the 'Lose the cops mode'
😂😂😂😂
Imagine if the cars cameras were infrared!
GTA sim learning.
@@andrewsaint6581 BYD will use GTA to train there self driving cars. Lol
More likely a "just don't bother" mode where they can have an "authorised door lock/ stepped speed reduction" initiated remotely.
.
You run, they sit back, make the call, your doors lock, the car limits to 50, then 40, then 30.
Steering disengages, the car drives to a safe area and broadcasts its position.
.
Once word gets out, you're NOT going to steal, or "run" in a Tesla?
(Eventually all brands)
My all time favorite is how everyone knows all the ins in outs of EVs but 90% of people cannot change their own oil
I can't shoe a horse either...but who cares?
Can not wait for Tesla auto insurance to come to Florida!
My Tesla insurance saved me $800 a year from Farmers
Don't hold your breath.
Not sure I want to pay the privacy price (driving evaluated in real time, affecting rates.)
@@Digital-Dan All-State and Progressive do that.
@@mikedar8484 I think she wants an insurance company. Not a stealing company.
Huge fan of Cathy and company. Extremely intelligent analysis
Huge fan. I mean, ARKK is completely flat over the last 5 years, but still. Incredible analysis.
😂😂😂😂😂 She is a wealth incinerator…..hope she is generating electricity with the cash fires,!
The real valuation is Tesla bots being sent to different planets on SpaceX rockets to build stuff for humans to go to later.
Based
What planet other than Mars are we going to inhabit?
That's 100 years out minimum.
@@doctorhfuhruhurr4380 It only took SpaceX 15yrs to build, launch and land a rocket. You are underestimating Elon. That has been his plan all along. He wants to make the human race a multi-planetary species.
@@darylfoster7944 mars is probably the only planet in our solar system we'd want to inhabit, but there's a lot of moons that are up for grabs
Fantastic video SMR, thanks for all you do for us in the Tesla community! ❤️😊👍
My Full self driving, is so aggressive, it makes other drivers mad ! Everything it does is legal…. I plan on a sticker that says full self driving
Most drivers are pathetic wimps, so aggressive is a relative term.
24 trillion dollars opportunity ? Love it! ❤
Atleast
Keep up the vids bro
My Model3 was a budget stretch for me. My 4th vehicle I've owned, but the only one I ever bought new and by far, the most expensive. However, it is worth every penny. Hard not to buy something that is an equity generator compared to all the other cars which lose half their value as soon as you drive them off the car lot.
Momma Cathie is so proud of her son and daughter 😂
I hope it is like 2019 bc in Aug 2020 Tesla hit a stock price of $2000 that would make me a multi millionaire
👍congratulations way ta go
SMR.. what are your thoughts that maybe GM and Ford are temporarily pulling out if the EV market to change access better learn 48v tech before they get back into the game. Too coincidental that they all pulled back right after Elon gave them the guide to 48v......
FORD was already in "Survive until the factory / vehicles are ready" mode.
.
GM? Who knows? (I doubt Mary does... Or cares)
2k in 5 years = intrest rate of 50% of the current value of 172. Thats an 62% APY.
13:21 Perfect timing from Cathy 😂😂😂
¼ of world economy? LOL.
Thanks!
🥇
Aloha
I want to help
😄Steven, Good day from Lismore NSW.🌏 I agree with them.
wow sam really made a lot of things make sense. glad to be all in on tesla. tsla is cooking on that fsd and 25k model
They are talking about pausing the next generation vehicle
@@kof4737 r u a numb nut
No they're not, msm is just spreading lies as they always do bc they're Zionist owned.@@kof4737
I can confirm that the Tesla Model 3 was actually less cautious than I am with my last drive with FSD when making a left turn.
Confidence or unnecessary risk
Sam wins the staring contest😂
He needs an interior decorator too.
I'm a owner of a Prius. 2007 with nearly 275k miles. Bedt car I've ever owned. Looking forward to upgrading to a Tesla.
Why give Cathi Wood any airtime?
Great video, well done SMR, Cathy Wood and the team at Arc Invest, more please.
More losses ? Jeez, if you want to rid of your money then why not just send it to me instead
Tasha has gone a long way in recent years. Good for her. She deserves it. 🎉
Yeah and she’s got absolutely everything wrong so far, just like her boss, arkk cut in half then cut in half again, and they still charge massive fees.
Where has she gone ?
109%
Need a update on fsd for semi truck
Hello from Egypt. Why buy a car when robotaxi is coming on 8/8?
The robotaxi isn't coming on August 8th, it's just getting announced. It might be another year or two before it's released and rollout will be slow.
35:50. Step change with FSD12. I have driven it. Autonomous driving will drive down the need for cars in general. Step change again.
Mass EV Adoption = 200 mile charge in 5 minutes + expand charger network into rural areas. This needs to be #1 priority in the EV industry!
You are massively super-overestimating the need to charge for 5 minutes. Your car will charge at home 99.99999% of the time. It will be full when you wake up. Always. When road-tripping you need to supercharge for 30-60 minutes. So what?!!! Take a breather, have a break, go to the bathroom, eat, stretch…
Battery swap capabilities, with stations is an important component for autonomy. The care can go to said stations swap and continue about its way, with no need to charge
@@andyandreou you are not getting it. I have 2 Teslas, solar panels, 220v chargers etc., etc. This is not for me. This is for the millions of drivers who live in a rental apartment in rural areas with no home charging. We need EV charging to be exactly like an ICE gas station experience. Only then will EVs crush ICE and hybrids.
@@River313
No.
It's not.
You have either have 1 person .motoring 100 chargers.
Or
Inductive charging.
.
*K.I.S.S*
@@Lduke32
YOU are "not getting it".
If you're on a trip, you're using DCFC (Superchargers)
.
If you're "local"?
You will (for example) Drive to your local Large Food retailer (within... 5(?) Miles?)
You will plug into a 7kW charger.
You wave your store loyalty card at the charger (or your phone QR code)
That charger is now Free for 1 hour, providing you spend a certain amount.... But it's you weekly shop, so no problem!
.
You spend 45 minutes in store.
Your car gained 5 2 kWh.
.
The car averages... 3.5 miles per kWh (you didn't want the 4.5m/kWh Tesla, your choice... Whatever).
.
Your car gained 5 x 3.5 miles of range.
You drive home.
As you arrive your range is 7.5 miles more than when you left.....
.
THAT will eventually apply for 80-90% of local trips.
.
The store will have enough solar on the roof that it costs them nothing.
They gain more from your business.
.
You.... "Graze charge" at most of your regular stops.
Local councils like the integrated parking charge they can add with no effort to collect it. The charger providers just sends "x%" of their profit to the council.
.
Local stores might even sponsor certain chargers to bring business.
.
Add 11kW chargers, it's even better!
.
*You don't need home charging*
Toyota did report a 20% increase in q1 though, don’t know if we can blame interest rates. That being said it’s one quarter, whatever.
They sell cheap hybrids which was discussed in the video
Not all the people like EV, Super charge is not everywhere yet, all they need is a car which save gas , and Prius keep their used car value much better
Is that 20% increase wholesale sales to dealers or retail sales to actual customers? Legacy auto does not typically report their retail sales and their dealerships are overflowing with inventory that is too overpriced and not selling.
@@liolio4198and when your Toyota yaris battery dies you get an MG 4.
30k in a year and I love it.
@@tomdrewenskus8167honestly, no clue. This is their actual quote “For the first quarter, TMNA reported sales of 565,098 vehicles, up 20.3 percent on a volume basis and up 17.2 percent on a DSR basis versus March 2023. Sales of electrified vehicles for the first quarter totaled 206,850, representing 36.6 percent of total sales volume.”
09:20 I well remember mid-May 2019 when I purchased my first US$ 10,000 worth of $TSLA during a huge price dip. Elon & his people were struggling at Fremont to ramp production of Model 3, and the pundits doubted they'd succeed... LOL
How is it possible that the the financial gurus don't see all these potential revenue streams? EM has constantly delivered on what he says he is going to do and yet we still doubt him. Crazy to think there are serious people out there shorting the stock.
Go full ConsTh: Going for a reverse-osbourne effect while tooling up for NACS.
When they unveil the robotaxi in 2020 it's going to be lit! 🔥
I am sold.
I've sold
With all due respect to Kathy Wood, it’s hard to take her serious because the share she brought at 170. She will happily sell them as soon as the stock gets to 240. If she really believes the stock is worth $2000 why does she sell every chance she gets?
And please do not respond with that made up she can only hold 10% of Tesla rule. That is a made up self-imposed rule. If she truly believed she would hold her shares like the rest of us.
Nice Apartment Tasha 👌👌👌 I am sure you will purchase more like it with all that TSLA monito!! I will do so as well!! 💪💪👊🚀🚀🚀
@ 7 : 3 6 model Y # 1 model 3# 2
very valid point with regards to real world intelligence. 80% of what we learn trough life we learn before the age of eight years, and the majority of that knowledge doesn't come from books obviously
Another day, another pump.
Wake me up when it happens.
What dose it mean then when Tesla is saying they are pausing the next generation vehicle to focus on fsd robotaxi? Wouldn't that bomb your evaluation gor the next 2 to 3 years?
This is nuts 😂
This is incredible analysis, I just love that ARK has such a young and intelligent group. What a firm for the next decade.
There are cheap ice vehicles too though. And used cars
You ain’t lying about the same story every day!!!
TSLA on sale !! Money I can spend I buy TSLA.
I do like your show and appreciate the info., and insights
FSD since 2019.
$24 trillion revenues, indeed! Thus Tesla market capitalization is $144 Trillion, oh my!
Given today valuation (P/S of 6).
Btw, global GDP is around $100 trillion.
These predictions are wildly overoptimistic, but 5% of the predictions would be more than adequate.
Let's see, checking the docket for tesla's '24 court calendar ....
FSD still has problems. While very impressive, it still makes critical errors. The question is will the amount of training and compute be able to take care of these edge cases. I am skeptical. I’m using 12.3 now on a road trip and I have to be very careful even on the highway. As soon as I get off the highway it has difficulties navigating areas that are not clearly demarcated. I know I hate to say it.
By end of 2024.
When we land on Mars right @@davidmarkmann6098
The fun part is, they all actually drive a Tesla.
Stephen you mentioned Ford will license FSD but at this point it means their only option is to put it in ICE vehicles.
I haven't done alot of math with my modeling but I figure a decent estimate is a fuck ton.
I wonder if taxi drivers will get violent when robo-taxis take over.
How will they know?
@@rogerstarkey5390 I was thinking of the taxi wars in SA. If robo-minibuses start cutting into their market I expect they will notice
They're buying into it big time is my guess so they will transition smoothly into robotaxi and get away from yellow cabs and black and white cabs (and the franchise fees,). I wonder what govt does with taxi licence registration fees. Ie will they rebate on the $300000 fees.???
Also them trying to pump more hybrids now is probably because they bought a shit ton of lithium battery materials at inflated prices and need to use it all up "profitably" somehow.
imagine a Tesla bot shopping at Walmart for you, imagine the bot loading the robotaxi. imagine a bot attached to the robotaxi unloading the car and delivering to the front door. imagine Fedex or UPS taking the contract to provide the service. now do the same for kroger/petco/etc. no tip no problem + less fees all-around. people will be squeezed into shit jobs that no one wants until they figure out how to make money in a new world 5y out from today.
You can apply the same argument to any and every new technology as far back as... The wheel.
.
I imagine the..."donkey fleet owners" were upset when a guy rolled past with a "cart" pulled by one animal, holding the capacity of 5-10 of their animals?
.
Insert EVERY SINGLE new technology into the same argument.
Pick one....
Sounds good.
I believe the bots will first spend many MANY years in dark loud filthy factories where no one will see them.
I spent 30 years in factories the bot has to pay its dues.
Get in there, shut up, do your work or you will be turned into a soda can!!
Yup
Your last sentence doesn't make sense. Bots will have all the shit jobs. The people will be squeezed into their living room sofa, collecting UBI.
@@darylfoster7944 UIB so the government will keep printing more and more money adding less and less value for the people receiving it? -and ppl will just accept couch patato life and will continue to live like that for years and years and years? -its like saying people that never learned about computer and the Internet and online presents will all get UIB. im not sure if you know this, but social security is basically bankrupt and Bitcoin's existence is threatening the Almighty $$. go ahead we will pay 100,000 worthless $$ to sit on the couch and wait to the day u die, that isnt a life worth living or an acceptable outcome for most. people are flexible and will adjust
Been using the free trial. It's pretty good. I don't like how it handles stop signs. It's a bit slow to get to a point where it can actually see, and then still makes a bad decision or 2 on when to go.
Americans love driving their own cars. I don’t believe it would be wise to think “all in” on robo-taxi is the only path. Elon said they are far along the way on the new unnamed model. My opinion is both models should be revealed at the same time since it will be the same platform. The optimus robot should drive them onto the stage…lol
My uninformed guess is that Bots will be bigger than Robotaxi and bots will generate bigger revenues & profits sooner too (5 to 7 years?).
Why? Chances of bots? Already here.
Unsupervised FSD? Still to be determined when - but the progress seems to be amazing.
I hope I'm not late to the party🎉 as my holding of TSLA is nil (property on the market) at the moment early April24.
Americans love... Money.
.
One they actually audit their travel, then figure out they would save *A LOT* of *MONEY* using automated transport, they won't care about anything else.
Americans drive like aholes. Hurry up fsd
Post video of the news first , you record your commentary afterward so that we can skip yours
More Tasha please 😍💫😎
If FSD is expensive, the major ways for Tesla to make money from FSD will be to sell it to businesses or to run a robotaxi network themselves. Some consumers will buy, but if FSD pricing pushes car prices too high for average consumers (who will be feeling wage competition from intelligent machines and wage erosion from inflation) then car ownership itself will drop in favor of robotaxis. For many, it may be desirable or convenient to own their own vehicles but finances will force them to use robotaxis.
They'll see the opportunity and still manage to trade around it and lose when it wins
Given how comfortable I have become with 12.3.3 I will be surprised if we need to keep our hands on the wheel by end of year. Robotaxi without a driver next year.
Stop selling yourself short. You are VERY articulate, more than most. I've been listening to you for years now. I'm just a farm boy from Ohio, so pay no attention...
So when talking about the evaluated price at 35:10 does the include all the splits that we've had so far? If so does anyone know what current price would be if we don't include the splits?
Yes, the current price target from ark refers to today’s stock, respecting all past stock splits.
There were 2 splits, 5:1 and 3:1. that means if you had 1 stock 5 years ago, you have 15 today. That means without any splits, Tesla stock price today would be around $ 2500.
When does 12.4 get released?
Last Uber with our 5 person family used 2 cars instead of one. It was cheaper and quicker. Not sure there is a real need for an XL robo taxi...
What GM & Ford understand and Cathy doesn't, is that GM and Ford can't possibly scale up EV production AND actually sell their cars--they don't know computers, are saddled with dealerships, the UAW, and $billions in debt. Plus they have to convert from ICE to EVs. Ford & GM are hopelessly outmatched and simply delaying the day they have to find a new job.
They reported billions in profit last year. They could easily sacrifice some of that profit to subsidize EV losses until they reach economies of scale. They won't do it because they're concerned about pissing off their shareholders.
10:48. I remember
Photons in, motion and energy out
"My Y is a little more aggressive." Cathy Wood
Cathy "My Y is a little more aggressive" Wood
Elon liked this video!💣
TSLA short time deserves a lower price but it will jump higher as the thing’s described by Ark happen. Maybe a year or 3 to begin, if plans don’t change. It will take years to build and ramp production and to develop the market.
They needed Gordon J on this call.
Since Tesla is also focusing on robotaxis they want to make vehicles that last versus GM and Ford's planned obsolescence. Electric cars should last a million miles with maybe a battery upgrade.
The rtaxi needs to be at least Corolla sized. Often one will want to hail it to go to the shopping centre. But then when loaded with groceries etc hail the T robotaxi to go back home.
A Corolla is only three inches shorter than a model 3, and it doesn't make sense that the new platform would be that same size. Especially when it's only going to have a 53 kwh pack. I think it will be substantially smaller. How much room do you need for one or two people and some groceries?
Uber stats are 1.75 - 2 passengers per ride.
Does your model incorporate the insurance business which Tesla will dominate in?
Yes, if course
First robotaxi end of this year (2024) in Las Vegas tunnels IMHO. Controlled environment, lots of data available and lots of affluent people taking rides.
Missing the point....
What does that prove? FSD v5 could navigate through a tunnel.
When Tesla integrates Xai LLM into the vehicle where you can talk to it, you can tell the car where to park when getting to your destination, or give it instructions whilst on route, this will explode
Car will also be able to talk to you, it’s far more reassuring if you have the opportunity to hear what the car is thinking and doing next, at the moment you have to watch the screen and blue tail, would be far better verbalised
the issue with building a "2 seat and 8 seat" version on the same platform, is weight, strength and handling.
A 2 seat car only needs to carry 500-600 lbs. and 8 seat car would have to handle at least 2000 pounds. this means all the structural, steering, suspension parts would have to be wayy oversized(expensive) for a 2 seat version. everybody just thinks you can make a front and a back, and stick whatever length of section in the middle to get different vehicles..... that doesnt work....
She may be right but is about 5-10 years early but the Apple competition is coming !!!!
It's Tesla and Elon against the rest of the world. My money is literally on Elon. This is a once in a century opportunity.
Once in a lifetime
The track record of Cathy Wood is a desaster. Her stock picks are mostly bad.
I just had a thought. Could plug in hybrids be modded to full EV when battery tech becomes good enough? Might not make sense for wealthy countries but africa maybe?
BEV vehicles are unlikely to penetrate the Southern states market until the price of Solar PV price comes down, IMHO.
The South has predominantly pick-up traffic serving working remote ranches. Give them a reason to convert to BEV pickups and the ICE-to-BEV transit will be rapid, including emerging electric farm vehicles. That is, PV cells need about 30% improvements on price and efficiency before ranches no longer need to refuel in town and you can kiss ICE vehicles goodbye in these regions.
Taking it a step further have you noticed that city planning has not holistically adapted to solar PV? There is the odd project involving solar PV but it’s not widespread. Once solar PV has a payback period less than 4 years, you are likely to see a fully-integrated BEV/solar PV city.
Solar panels are inexpensive. It's the regulations imposed by various factions (but mainly energy companies wanting to delay uptake).
In some states, a $50,000 system the portion of panels, inverter and, installed by professionals is $10k. The rest is middle men cuts.
@@kasmstamps1897 All independent reports from private investment in solar PV show a 10 year payback which is crap economics
The bulk of the population still lives in cities. Electricity in Atlanta is only $.15/kwh.
Steven mark ryan can you do a video about how hyundai autonomous taxi is not in the same league as tesla?
Why?
The copium is strong 😂
If the market wants affordable EV’s where’s the 25K vehicle? If Tesla is offering 0% interest 4 yr promotion on EV’s sales should spike?
Didn't you read, Tesla i going BK?
I began investing in 2020 and I'm still on board but I'm white-knuckling it.
@Christine_perkins13 Hi. I'm from Oz. I know Tesla's ticker on NASDAQ is TSLA. What is the innovations' ticker? Or on which exchange? I need to some research.
Why worry??
I guess is that your future self in 5 years time will be very happy with your now self if you hang in there. Cook at home. Make your own coffee home to takeaway everyday. Catch the game home. Just watch the highlights of F1 (on YT this year😁)... You'll know what to do. Do it for future you.
Yeah me too…got in 2020 when Ark was predicting a base-case price target of $466 ps in 2024 and a bull case price target over twice that amount. I’m retired and getting exhausted!!! Looks like I should’ve stuck with NVIDIA instead of selling it and buying TSLA back then!
Don’t hold your breath for the stock price mooning anytime soon! Ark’s 2024 base-case price target shared in a cnbc interview on 2/5/20 - $466ps (split adjusted). Bull-case over twice that amount! It ain’t happening!!!
According to Sam ‘s chart, you did not need a $25,000 car even a $38,000 car would crush the market
32,000
There are many reasons why Tesla was relatively unaffected by the chip shortage caused by the Covid shutdowns all over the world.
1). Tesla is vertically integrated and did not have to spend much time trying to sort out deliveries from a multitude of suppliers.
2). Tesla has an unbelievable technological advantage over all legacy vehicle manufacturers and were able to design new pc boards to
accept substitute chips that were available.
3). The more complex chips were designed Tesla engineers and produced exclusively for Tesla.
4). Tesla has only one computer controlling all functions in the car unlike other manufacturers that have many different computers using
many different chips. Ford CEO indicated that Ford has up to 160 different computers in their vehicles.
5). Because the Tesla computer was designed by Tesla engineers, the chips used are all recent releases and not as widely used as the very
old and varied chip designs used in other vehicles.
6). Because Tesla is a rapidly growing company, it is by far a preferred customer that manufacturers are not keen to lose, Tesla will have
received special attention from their suppliers.
Do these people realize corporations put out misleading data or they just swallow that info without a thought orherwise?
FSD 12.3 could have actually surpassed the average human driver now in average safety performance I think.While occasionally it might do odd things,judging by the dramatic reduction in disengagements and the fact that it can re-act so much faster than a human driver, it's probably safer.
Government will never approve autonomous civilian road traffic. Tesla can't even get past lvl 2. Master Plan Part Duex, yes elon spelled it in French because he's Howard Hughes, states zero autonomy. YOU are the robotaxi, with the tesla you purchased, it's a rideshare. There is no autonomy. Lots of high impact court cases set for '24 re Tesla. Chin up.