Tesla's FSD V13.2.2 - The Secret Market Revolution No One Sees Coming!

[@boballen9095]

"Catch up"?! The "competition" was never even CLOSE, not on strategy, not on vertical integration, not on manufacturing innovation, not on having their finger on the pulse of the market, and certainly not on ANY sort of innovation. This why they need a HUGE telescope to even SEE Tesla's lead.

[@dennisd9804]

Once you start understanding the opportunity that scaled autonomy/TaaS provides, it is not unreasonable to see Seba's projections come true. He has been spot on with solar and battery costs over the years. Happy holidays, Lars!

[@zoransarin5411]

Seba was not only right in his predictions about EVs, it happened fractionally earlier than he predicted. I first saw his video in 2014 and keep going back to it to track the accuracy of his predictions. Amazing analytical mind and insights he has

[@colinkeizer7353]

Hi, Lars. As one of those 'blind' people I agree with you that we will be a new automobile market enabled by affordable, accessable autonomous vehicles. I have never been able to see well enough to drive safely, but have walked, bicycled and ridden many a public transit bus my whole life in Canadian and American cities. I very much look forward to Tesla ride hail and robotaxi services. I might even buy a Tesla some day.

[@3nd939n3r]

Merry Christmas to the Tesla community. 🎁🎅🎄

[@mattsparks5957]

Merry Christmas🌟 Optimus for Christmas 2026🎉

[@JoyceLynn-q3m]

Such a pretty, futuristic EV. It’s time for this change. 💫

[@DallasGraves]

It's going to be SO wild seeing one of these pull up outside of your house, then Optimus steps out with the food you just ordered from DoorDash. 🤯

[@jamesdillon3320]

LARS!! Thanks for your efforts last year for following the greatest company in history!! I am sure your extended fa

[@AnnaScotts-w2k]

Watching your channel is like a fresh breeze in the world of entertainment and laughter. Keep surprising and entertaining us with your quality content!🍁🌆🙁

[@AFeigenbaum1]

Merry Christmas 🎄

[@jeongkim108]

Amazing insight! Hoping to experience FSD in South Korea as soon as possible.

[@theodorehaskins3756]

So you’re in for a real treat, my friend, as I am currently driving on V13.2.2, and it is a giant leap forward in the race to achieve a level 5, fully, capable autonomous, driving car, possessing a real world capability of driving from point A to point B without any human intervention, and do so consistently, safer than any human alive today. So it is currently in my opinion that good, and we’ll see what happens next year with the launch of the Robo taxi, because if we’re going to be allowed to join the Robo taxi fleet, then FSD unsupervised will have to become a real thing, otherwise it’s a house of cards, and I don’t believe it’s a house of cards, as it’s just a matter of dealing with some slightly irritating issues associated with FSD as it currently exist, and one of my pet peeves is, that it still can’t distinguish between certain traffic barriers, and it doesn’t know what a pothole is and why you should want to avoid them, as well as manhole hole covers protruding way above the road surface or below the expected road surface, and for me, that has to get fixed if it is to become a real thing/service that one can count on. Comphrende. Cheers 🥂

[@mlhutche]

Mele Kalikimaka from Hawaii. Love your show. $20 basis on my Tesla stock.

[@billthecat7536]

Happy Holidays, sir!

[@mlhutche]

lowest cost per mile will be under 50 cents: "per mile" 4c depreciation at $15K 500K vehicle lifetime, 3c maintenance, 3c insurance, 3c tax, 10c Tesla platform fee, 8c power, 5c finance.

[@ChristopherLeeEdwards]

1 cent over 1 M Miles, 1 Cent Maintenance, 1 cent insurance, 1 cent overhead, 1 cent profit, 5 cents wholesale for energy. Closer to 10 cents if you extend the lifespan to 1 M Miles.

[@guslevy3506]

I paid $100 this last Sunday to have Uber drive me 40mi to pick up my new Model Y…on the way there, I thought about how FSD for one whole month costs less than that single drive to pick up my vehicle with FSD. There is almost unlimited untapped revenue by an autonomous driving service…

[@Mrbfgray]

News out of Europe--apparently they are fast tracking autonomous adoption, we may see FSD in Euro in a yr or so.

[@richardike2342]

One thing people tend to miss is that Tesla is an established brand, with a track record of consistency.

[@taylorc2542]

Joy to the World! Christ is born.

[@Dogman3690]

EV Lars ✔️🖖🌎 Exactly the apps for cyber cabs is unlimited business innovation, new start ups for whatever business you can think of!

[@viewer_5714]

Metallic Christmas

[@jurgenwehner3607]

God Jul of God Nytår, Lars!

[@Jeffrey_Bezos_Amazon]

Keep it up, Musk.

[@CarloHerrmann]

Problem with making the ride to cheap is there will be a huge demand and if the time for the CyberCab to arrive is too long that could turn the early customers off. So the price has to be set so the demand matches the time for the CyberCab to show up.

[@davidbeppler3032]

Nope. 10k Tesla Cabs with a price of $0.20/mile will not cause 4 hour waits for cars. Also, have you heard of dynamic pricing? Rush hour, prices go up. 3 am, the prices are at the lowest.

[@davidbeppler3032]

Imagine a major convention comes to town and 500 Tesla cabs line up at the airport to pick them up. Then swarms the hotels an hour before the convention. Then swarms the convention center 15 min before it lets out. Then swarms the hotels after the convention to take them to the airport. Same for major sports events, concerts, holidays... No human drivers. The cabs are always ready. 90% uptime.

[@davidbuchan3753]

WAYMO is pretty amazing Spoken by someone who uses fsd daily Waiting for TESLA to catch up and beat it It will happen But not yet

[@ZeusBullyMax]

Waymo is a party trick. 😅

[@theodorehaskins3756]

So do you have the latest version of FSD?

[@alexcontreras9077]

Tesla rules 🎉

[@markthomas7279]

Interesting point on delivery. It will now be same or cheaper price to have a delivery to you rather than you driving to the collection point / shop!

[@tucsonor]

Teslonentional speed of change ahead.

[@ScottRawdin]

Lars thank you for this excellent analysis of Tesla's Cybercab fleet and their potential ++ ;o)

[@camronrubin8599]

They should go straight to the waymo cities and eat their lunch

[@SparkySho]

That dominoe too will fall

[@tomh1727]

My guess is that its gonna be closer to 3-4 million cybercabs a year in 2-3 years

[@davidbeppler3032]

Currently Tesla builds a Model 3 in about 10 hours. VW builds a ID3 in about 30 hours. Tesla plans for Tesla Cabs to be produced in less than 5 hours. Or about 250k, the production of Model 3s, x2. So, I expect 500k Tesla Cabs a year in about 3 years. Each one profits about $20k a year for 3 years. Or $17 billion in profits in 3 years. :)

[@alh9338]

"Are-Kansas" makes me giggle every times. There are quite a few Americans that pronounce it like that these days 😅

[@tompetty6681]

Scrolled through comments looking for this one lol. It made me laugh as well.

[@casperhansen826]

I like False Wagon

[@kennethshopland1592]

Hearing Maryland pronounced like that makes not laugh as well.

[@frecklesx20]

Dream on!

[@jurgenwehner3607]

Im not aware of big rock beach in Malibu. And I live near all the beaches. Maybe Zuma Beach? My favorite besides Leo Carillo State Beach. ;-)

[@joecarmo9059]

A delivery specific vehicle will not look like a Cybercab. It will be smaller, no doors, no windows, multiple individually openable compartments in various seizes. The platform could be the same but the form factor and look would be completely different. Companies like UPS, Amazon, USPS, and the local dry cleaners for instance could use a vehicle like that for last mile delivery.

[@davidbeppler3032]

Why? Why not use Tesla Cab and save a few hundred million dollars? Companies hate to waste money developing a "better way" when the way they have works for free. Pizzahut could develop heated carrying cases so every pizza is hot and delicious when it is delivered. They spent a few million on the idea.... then went with a cheap insulated bag that cost them next to nothing. Works fine in the warm months, not worth a shit in the winter. But it is cheap.

[@joecarmo9059]

@@davidbeppler3032 Let's say you are making multiple deliveries along a specific route and they are boxes, not people, they are rectangular and one box goes to each location to a specific person who is waiting for them because they had received a notification on the phone and know the exact arrival time (calculated using AI). The Cyber-micro-multi-van arrives, it automatically unlocks just the compartment that contains only the item the person is expecting, and leaves for the next location maybe a block away. That is the idea. Maybe there is a Tesla Bot in the vehicle that walks the package to the door. Something like that. Cybercab is optimized to transport people.

[@budgetaudiophilelife-long5461]

🤗COMING SOON TO A CITY 🌆 NEAR YOU 🥶⚡️⚡️⚡️

[@jeffharmed1616]

Interesting ideas thanks. Rivalry will certainly make scenarios more complex. Then there are the utilisations of the cyber vans and how they will handle small business goods that inwards. Town planning will radically change (parking spaces)

[@davidbeppler3032]

Parking spaces will not go completely away. But every Tesla Cab can remove 2-3 consumers from buying cars. So, overall the amount of cars bought goes down, but the number of miles driven goes up. With dynamic pricing rush hour will be much less congested. You can leave at 7:30 am for $0.55/mile or leave 15 min early for just $0.30/mile. In a week you lose 1.25 hours but you save $33.75 a week on the average 26 mile commute. FYI that is just $8/day to be driven to work. What if Tesla starts a carpool system so you can split the cost? Then you meet new people and only pay $4/day. Imagine you and your GF or Wife working in the same area and carpooling for just $4/day!?

[@jeffharmed1616]

@ thanks

[@youtubemakesmedothis7280]

Glædelig jul til Lars og Anne og familie! If Google translate is right, I just wished a Merry Christmas to Lars, Anne, and the boys. If it's wrong, please forgive me for whatever I might have said.

[@Alex-l6d1f]

They already use drones for that in Dubai You can order a drink and the drone delivers it No point in clogging up the roads with Cybercabs doing Uber eats food delivery

[@Ralphsearsart]

Lars I always check your videos but also agree that you repeat scenes too often. Not sure if it is doable to get your own shots. Just a suggestion😀

[@roger_is_red]

I spent 17 years of my life driving kids around. Mom is always on call. Mom's will demand FSD. Jeannine

[@tedgrier6249]

Good point that cyber and are private. They will also have wi-fi hot zone?

[@casperhansen826]

Most likely not, you have a mobile network, no need to mix in a router that will just complicate things. If the roof is made of plastic the signal will most likely be strong enough

[@AdamSWolff]

I think what they’re missing out on a single use or single drive purchases for current Tesla owners. I expect that even if someone’s not a subscriber and they need to get home they will be happy to purchase a trip for 6 to $10.

[@jichaelmorgan3796]

Yeah, these flat fee subscription models annoy me because it causes those who don't drive heavy miles to subsidize the cost of service for those who do.

[@pietersmit621]

What's happening with Tesla vehicle to grid?

[@loucatozzi7656]

So if Tesla is going to use the inference computer in all the cars of the "Tesla fleet" for crypto mining and other compute jobs are they going to pay the owners of all these cars for the power and data that they generate? If I own a Tesla, who owns the data that the onboard computer generates?

[@farmerpete6274]

I understood it would be an opt-in option, with terms detailed.

[@davidbeppler3032]

Wait, if all Teslas are able to be Tesla Cabs will my Tesla just leave my driveway and pick up people while I am asleep?! Will Tesla pay me for that? Is that GTA?! - just another dumb question

[@mattsparks5957]

Seems like it could drain the bettery like crazy

[@hanswitvliet8188]

Cybercab will be the end of Uber, regular taxis, and public transport. Cheaper and fax more flexible… Delivering groceries, cargo, pizzas also. But privately hold cars, giving that ultimate feeling of freedom? To go where and when you want?

[@davidbeppler3032]

Some jobs require a vehicle. But that 10% can buy a dedicated Tesla and put it on FSD like I do.

[@stilllearning7434]

Clever adverstisement for Starbucks, but i'm using the S money by skipping starbucks for my Tesla auto insurance.

[@saltvatn]

👏🏻👏🏻👏🏻👏🏻👏🏻✌🏻

[@BornFreeFilms]

I really like your videos, BUT, I can't stand seeing the exact same thing more than once, especially about 10 times in the first half of your video. I am a sub and like all videos, but, please quit repeating.

[@ChiSpire]

True, I basically learned nothing from this video I didn’t already know.

[@davidbeppler3032]

Watch every 10th video.

[@Alex-l6d1f]

Yes Lars focuses mainly on Tesla He ignores all the 130 EV makers in China many who have the latest battery technology better than Tesla Zeekr uses 550 kw charging 10 mins 10% to 80% New Tesla Y juniper is 350kw and sodium ion batteries taking over from Lithium ion as their battery density is higher so range and charging speed improves Lars doesn’t talk about this Check out Electric Viking

[@larrydugan1441]

Pay attention to this comment . Repetitive fluff has become very annoying on you tube. I notice it on your channel and it will lead to an unsubcribe

[@janbauer4667]

​​@Alex-l6d1f it's a Tesla channel, Einstein 🙄

[@mlhutche]

Waymo cars too expensive. Can't compete with $15K robocab.

[@davidbeppler3032]

Waymo can't compete with a $200k Tesla Cab. The fact that Tesla plans on building them in less than 5 hours and less than $18k makes the Waymo CEO cry at night.

[@HansMilling]

This will be the death of trains, busses, taxi companies etc. unless trains will convert to more cross country travelling, with like a stop every hour or so. Like an express elevator, where you use the cyber cab to get a part of the way, then the express train cross country and cyber cab again to the destination. Trains where I live has so many stops, they spend more time standing still than driving. But I would be afraid of traffic congestion, so they would have to redesign the entire city road structure to handle the increased traffic or they will ban cars in city centres to keep the public transport profitable. My prediction is also that the price at first will be kept just below the competition to make a huge profit.

[@davidbeppler3032]

Nope. You can ride a train for 1,000 miles for $25. It will cost $250 to use a Tesla Cab for the same trip.

[@sopiagotim]

It will be fun seeing homeless people in a CyberCab!!!

[@grumpusmaximus9446]

..... And how do you suppose they will get into one?

[@davidbeppler3032]

@@grumpusmaximus9446 With an Obama Card and Obama Phone and an Obamacare plan!

[@fredhearty1762]

Tesla should initiate robotaxi service at a buck per mile... rapid growth will be guaranteed as Uber's and Waymo's market will be quickly stolen. New customers will also flood the market. One year or less of subsidized rides, but volume ridership from then on.

[@SparkySho]

Last !!

[@martinwolf9495]

I hope the crypto currency thing will be Dogecoin. I loaded up on it 😅

[@davidbeppler3032]

You spent real money on fake money? Insanity.

[@martinwolf9495]

@davidbeppler3032 Inaccurate! Crypto currency is no money, it's an investment vessel. So it's not insanity, it's an educated speculation.

TBO. I think robotaxy will be a great market, but more competition for busses, trains and so on. The individual driving will still be a great market even it is not cheaper. People will want to leaves there things in "her" cars. i think 60 maybe 65% to 35% privat own vehicles will be more the case, but still that an enormous market. This will change over time more to 70 to 80% but this will take time. And i think 80% will be some cap, because people will always "own" cars even it is 200% more expansive. But still a great market. Owning something will still be better in some or most minds for a long time. Therefor owning and renting out will be a big thing. If Tesla could realy pull that thing off for costumers and buyers. That would be new, great and would benefit all. That isn't be done bevor, therefore Tesla will go for it. "There is a track record" :-)

[@SparkySho]

Roe-Bo-van

@SparkySho Same Thing. It's great. But. Let it go of the thing you own. Let you think. And that will take you a while.

[@billy-go9kx]

You keep pushing more and more video's and they are all the same. How about a new video when you have something new to say.

[@elvisulufanua5071]

Come on. Let’s do it!🤙🏾😄

[@steyyyjspapa]

!!!I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good recommendation on great performing stocks or Crypto will be appreciated.

[@Natashagroupies]

As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@ShinodaPbp]

I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market..

[@ShinodaPbp]

Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.

[@steyyyjspapa]

how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?

[@ShinodaPbp]

look up her name on the web for her website.

[@tyeduong1263]

Anyone that don’t appreciate gtfo stop be annoying 🙂🧐

[@kickvdw1706]

Please make the intro shorter, the music is so loud and it takes so long. It’s the most annoying thing about your videos imo

[@garyculver4345]

Your lead-in is too damn long, its very irritating .. Follow-up comment: This video is just a bunch of non-value added BS .. very disappointing .. no new info ..

[@philipgrice1026]

Lars. You're slipping into producing 'click bait' videos. There is nothing here you're not said before. Please don't waste everyone's time.

[@williamcrowley5506]

I like your videos, but speaking well of a fascist is pretty pathetic

[@MonGoose-z8i]

Hoping we get away from Cobalt Congo, lithium Chile, Argentina taking water supply, using giant bulk ships burning bunker fuel to coal plants CATL and BYD China to make batteries, ship on giant ships here, install heavy 4800 Coca Cola cans of volatile and heavy batteries to a new lighter safer battery technology, love the electric motors, the lithium cobalt must go away. Better to put electric cables above like when we had electric cable trains and use new nuclear reactors, especially that molten salt reactor from the 60s and perfect it. But yeah Tesla is amazing g hope we get a different battery we can make right here with no lithium. That lithium battery recycling plant that blew up in Missouri is bad and this technology must go away.

[@davidbeppler3032]

So, you refuse to buy laptops or cellphones, gas cars and coffee? Good for you.

[@Alex-l6d1f]

They already use drones for that in Dubai You can order a drink and the drone delivers it No point in clogging up the roads with Cybercabs doing Uber eats food delivery

[@saltvatn]

👏🏻👏🏻👏🏻👏🏻✌🏻