FINAL WARNING: Tesla's Move to TRILLIONS Starts NOW (Don't Miss This!!!)

[@ConnectingODots]

Get 4 months extra on a 2 year plan here: nordvpn.com/dots. It’s risk free with Nord’s 30 day money-back guarantee! ➡When do you think Autonomous Driving will arrive? Let me know below!

[@williampisano7573]

Tesla is a joke a meme lol 😂 they are loosing to rivian, lucid ford Chevy the equinox ev suv starts at 35k with incentives and 7,500 taxes credit, 26k !!!!! Ford build a cheap truck that has 20% margined yes they are still loosing money 💰 but the have to pay for battery 🔋 plant first there is a 55k 320 miles truck 4x4 tesla can not complete 2.2 million orders canceled on cyberSTUCK lol 😂

[@jhunt5578]

​@williampisano7573 It's spelled *losing*

[@jhunt5578]

@ConnectingODots is the FSD progress at human level only for certain domains like Califonria and Texas?

[@BongoWongoOG]

@@williampisano7573 We have a winner! Clown comment of the day? This must be from topsy turvy world. Thanks for the laugh

[@TheClaimGames]

This is the best channel for understanding Tesla! Every time a new video is released I stop everything and watch it from start to finish!

[@ChuckHolland-i4b]

Agreed. Logical and understandable.

[@murc111]

Tesla also needs to incorporate Grok 3 into their cars. So even with no steering wheel, I can say "drop me off by that yellow garbage can", and the car will say "OK", and will do exactly what I said.

[@theodorehaskins3756]

Thank you! I like that idea too! Cheers 🥂

[@BongoWongoOG]

I’ve been saying that since I found out what an LLM was a couple of years ago. Its the most obvious play.

[@murc111]

@@BongoWongoOG i think it will happen next year. Helpful even with no FSD. Grok, what's today's high Grok, turn the heat up a bit Grok, what kind of car is that blue one

[@jebediahkerman3946]

You know what else didn't come with a steering wheel? My PC. But I added a steering wheel and pedals and connected them via USB for $200. The same could be done with cybercab. Want manual steering? Buy the add-on package and just plug it in and go.

[@greenmachine5487]

Yeah, I figured they could have a controller in the glove box in case you need to put it into manual for something unusual, like say you're driving around a farm or salvage yard or something like that.

[@ricksminecraft]

@@greenmachine5487 In a CyberTaxi? Wow very few people see the world the way people like Elon do.

[@BongoWongoOG]

Just tell it what to do ? or use bluetooth and your mobile phone to drive. I play games like that all the time and the cab won’t let you hit anything !

[@jfarlandutube]

I am running the latest version in my 2020 model Y. Very minimal intervention needed. It drives especially well in the city. It’s quite amazing. I’ve been using it since early release and it has improved dramatically with every update. It’s not perfect but at the rate of improvement, it will be soon.

[@davekozlowski1266]

And you're not even on the latest FSD version. It's only available for hardware 4 right you. But I agree with you, it's pretty awesome and I only intervene sparingly.

[@rogerfroud300]

There's no reason to think it's going to be unsupervised soon. There are way too many edge cases, and remember, this won't have a steering wheel for you to save the day.

[@BongoWongoOG]

@@rogerfroud300so the car will be super cautious and ask you ‘Would you like me to park here?’ Or ‘Shall I reverse us out of here?’ fSD doesn’t need to know every edge case, it just needs to know enough to manoeuvre safely and ask a question

[@jkj420]

The comments section needs moderation to remove the AI crypto scam comments.

[@RobertLBarnard]

I missed part of the video as my wife (a CFO) suddenly started talking excitedly about the cost savings of Optimus. Not just the labor savings, but all the various insurances. "Elon would just have them as capital equipment, write them off over time!" Damn it Musk! Stop mess'n with my girl!!

[@LurchyMcFly]

TSLA is my retirement plan. The global economy will run on Optimi bots in 15 years. Half of it in 13.

[@dherman0001]

big part of mine. RKLB and HOOD too.

[@duckboy01]

Having a steering wheel and pedals in the cybercab would be a liability. The passengers could panic and cuase a serious issue if the try to grab the control of the vehicle.

[@theodorehaskins3756]

So that’s just another reason that it would make no sense to have a steering wheel and pedals because the AI does not need that to drive and we don’t want people driving these things if it’s going to be used strictly in a hailing service, however, how do you account for the launch of the Robo taxi network where you and I can opt to have our cars put in the Robo taxi network?

[@rogerfroud300]

Alternatively, you're at the mercy of whatever crass thing the car decides to do. No thanks, not yet. Maybe in another decade.

[@theodorehaskins3756]

@@rogerfroud300 So how do you guard against any crass thing your words, not mine, someone else may do?

[@BongoWongoOG]

@@rogerfroud300As FSD will be superhuman level driving by late next year I believe you’re statement to be crass

[@hhal9000]

Great analysis.Such a rational, mathematicaly framed assesment is very refreshing.

[@PaulSage]

The best part is no part. Include a game controller to play games and allow it to be used to control the car if necessary or desired (like squeezing the car into my garage) - just like you would in a game.

[@ChipMIK]

That's why the wiper auto works so fantastic and without any issues on a Tesla? Surely no sarcasm or irony included in this reply....

[@rjdverbeek]

The best part is no part. The best car is no car. It's a bike.

[@jamespaul2587]

The best bike is no bike, use your feet. The best foot is no foot...

[@Nuke-MarsX]

i think you understood the quote wrong

[@jamespaul2587]

@@Nuke-MarsX I think the original commenter meant it as a joke

[@Nuke-MarsX]

@@jamespaul2587 you never know on the internet, but its important, what Elon meant is that no part is best part when the thing doesnt loose functionality, in that example it would

[@klauszinser]

Thats what i found about dimensions: 'Here are some estimations that I made based on some pictures from the Robot event, and the possible size of the CyberCab wheels: Length: ---140" (3.55 m) - So 30% smaller than the 2024 Model 3 length: -----182" (4.63 m) Wheelbase: 90" (2.29 m) - So 25% smaller than the 2024 Model 3 wheelbase: 113" (2.87 m) Hight: ----- 45" (1.14 m) - So 25% smaller than the 2024 Model 3 hight: ------- 57" (1.45 m) About the battery size, when estimating that the wheelbase will be 25% shorter, so the battery size could be 25% smaller than the Model 3: Battery Size: 58 kWh (or 25% smaller than the 78 kWh Model 3)' Source: TM-Club. (please correct when better measures. Especially check the height)) Austin Mini - Issogines 1959-2000 4-seater Length 3,054 mm (120.2 in) (saloon)[10] Width 1,410 mm (56 in) up to 1,530 mm (60 in) with widest 'sportspack' factory wheel-arches Height 1,346 mm (53.0 in) Kerb weight 580-686 kg (1,279-1,512 lb) Source W-Pedia Mazda Miata MX-5 2-seater Length 3,940-3,950 mm (155.1-155.5 in) Wheelbase 2,270 mm (89.4 in) Width 1,680 mm (66.1 in) Height 1,220-1,230 mm (48.0-48.4 in) Curb weight 1,065 kg (2,348 lb) Source W-Pedia

[@DavidODell1]

Anecdotal feedback for you: starting with the cyber truck diamond steering video, I personally have not gained any insights from your videos. The business history and analysis videos, like GM series, I found much more useful for your style and video format. Thanks and keep at it.

[@PeterGimson-i5m]

I am very impressed by the FSD videos I have seen but I will be really super impressed when I see it driving through a snow storm on an unlit country road at night.

[@BongoWongoOG]

FSD probably sees better than we can, especially in the dark

[@MrFoxRobert]

Thank you!

[@klauszinser]

Min 6:30 '..for Tesla FSD having longer miles between intervention than human..' What does he me there? .. 'miles between critical interventions..' thats clear and a very bing improvement. Q2/2025 is the time when the machine is equal to a human driver.

[@yankeewog]

Just imagine when the "or even license FSD" part of this video REALLY sinks in. People are still thinking IPhone, but Apple doesn't license its software. Microsoft does. And they ain't doin' too bad 😃

[@geirmyrvagnes8718]

I predict no steering wheel in Cybercab for a different reason: The world outside the USA loves small cars, but they want back seats. Two-seaters sell in tiny numbers. Not worth it. A compact hatchback with a back seat and a steering wheel on the same platform as the Cybercab would sell millions per year, though.

[@vvattup]

Worldwide mobility demand is for scooters and rickshaws (2 passengers). CC is a solution to this demand. The popularity of hatchbacks is sooo Eurocentric.

[@geirmyrvagnes8718]

@@vvattup Eurocentric? Granted. I am talking about car markets, you are centered in the USA, China, Europe, or you don't matter. Look at the CARS people BUY with steering wheels. In Japan, Brasil or China to name a few big non-European countries. Two-seater cars are available, people buy tiny cars with a cramped back seat. In huge numbers. A Cybercab with a steering wheel has only one passenger seat, so it is as practical as a Porsche 911.

[@newworld6474]

I have a couple of thousand shares ... hopefully no black swan events spoil /slow down the adventure and hopeful new future - God Bless

[@incognitotorpedo42]

Good luck with a distracted and toxic CEO who's driving good employees out of the company and driving away customers with his politics.

[@tonyhaley7946]

Would like you to combine the total tesla potential (Semi , Energy , Battery ) and where too next. Thanks love Connecting the Dots.

[@MikeCasey311]

This is an outstanding overview. 👍👍💯 IMO, the cyber cab will never have a steering wheel. The reason is that within a year we will be having conversations with our Tesla.

[@BongoWongoOG]

And human drivers are more dangerous than a super-human driven FSD cab.

[@Michael-il5wd]

you got me with that one, I only gave it a 10/10 bullish

[@MegaWilderness]

-1000000000

[@dervincentbirch3951]

I get 10/10 bulls$&&#

[@GizmoMaltese]

I would grade Tesla a sell. Musk has toxified the brand and EV sales have hit a wall. What is the market for these Tesla bots? Do you think people will have Tesla bots in their home? Maybe it 10 or 20 years. For now the market for robots is industrial and a l ot of other players are far ahead in that game including Chinese makers. Robotaxis? What's the profitability there? It's unclear how these robotaxis are going to turn a profit plus there is a lot competition that has a head start. Another issue is the vision only driving. It may not be possible to get full selfdriving with cameras alone. They don't work well in the dark. They get blinded and confused. The government may look at Waymo and say that's the standard of safety for self driving cars. Then Tesla has a major lawsuit to deal with from people who were told their cars would one day be fully self-driving with software updates.

[@theodorehaskins3756]

@@GizmoMaltese Thank you! So all good points, and I absolutely agree. These are issues that need to be considered and I’m sure that they’re looking at this for every angle, particularly if this is going to be the future and I think it will be, but you’re right, there are headwinds ahead, and not the least of which is the toxic environment that Elon has put the company in by deciding to get involved in a political struggle and sadly I think he’s chosen the wrong side, by embracing a very controversial individual like Donald Trump, who is hell-bent on revenge against his political enemies, and that’s gonna be a real problem in my opinion. Cheers 🥂

[@BongoWongoOG]

@@GizmoMalteseTotal and utter B.S

[@DynesLair-kb6qs]

I like your deep dives. Although it takes longer to make videos this way, the quality pays off and is greatly appreciated and refreshing.

[@jjamespacbell]

Driverless robotaxi will come as fast as you stated, but robots taking over the production line will take quite a bit longer. Modern production lines are very automated and the humans are there to do subtle things like repair and maintenance. Optimus style robots will initially be remote controlled and that's ok as repair and maintenance are intermitten tasks, the first area that Optimus will take over is package delivery using driverless vehicles and the Optimus will be remote operated for some time, this will not be a big issue as when delivering Optimus will be nearly cargo for >75% of the day as it transitions to the next delivery points. Driving a car has many variable inputs, but only 2 degrees of freedom acceleration and direction, potential damage is high but manageable. With Optimus potential damage is far lower but the amount of outputs is massive each hand alone requiring 22 degrees of freedom to consider. FYI my investments are nearly all in on Tesla and I use FSD whenever "I" drive.

[@dmacm]

Completely agree regarding adding a steering wheel to the cybercab.

[@jaybee3165]

what I would love to see- is ALL the tesla cars & even optimus observing the world around them in realtime- and building a virtual environment. why? so, imagine, you come up on a stop sign at an intersection- only you don't see the stop sign, because the view is obstructed by tree branches- but your model 3 brakes anyway. why? because ANOTHER tesla has already seen it before. imagine- you're driving through the city, speed limit 30mph. suddenly, your tesla slows to a stop- mid-block. why? a tesla parked in full view of the scene sees a person riding a scateboard, about to pop-out from behind a van.

[@DaBooster]

You lost me at “ I have a great deal of respect for Gary”

[@sudeeptaghosh]

No one has just to say

[@ConnectingODots]

Compared to other fund managers, yes. His set of limitations is different from yours and mine. If you buy 10 shares worth $300 each and after a year price goes down to $200, you might feel bad, but you still have 10 shares which you'll hold till they are $1000, $10000, whatever. If Gary has the same number of shares in his fund, a year later half the investors pull out, and he's left with 5 shares, the other shares sold at a huge loss. This necessitates minding the short term (for keeping customers), as well as the long term (which brings the profits for those who remain)

[@svenhodaka9145]

A very limited number of fund managers are willing to risk other people’s money more than a knowledgeable, experienced investor. 💎🤲📈😁

[@dabrain22video]

waymo measures interventions differently and only count when they have to send out of a physical person to the car. remote take overs are not counting they are fudging their numbers.

[@jwstolk]

If the robotaxi initially needs manual input in some rare situations, that would be at almost zero speed, while parking or getting out of a stuck situation. Tesla could simply implement that by showing a steering wheel on the touch screen, or using the tilt-sensor in the Tesla phone app. No extra hardware required, no hardware needed to be removed from the design when it is no longer needed. At slow speed the regulations would be similar to the existing smart summon, which is already controlled from the phone app. In fact, they would only need to extend the summon function in the app a bit.

[@datamatters8]

What if there is no person in the robotaxi as it moves to make a pickup? Or what of the rider doesn't have a drivers license (like a minor, a blind person, an elderly person, or a person with a medical condition that prevents them from getting a license)? For these reasons Tesla will have to provide the capability for a remote operator to control the car. In fact they recently posted a job description for a software engineer to develop this capability. As you note, rare situations will occur where FSD won't be able to handle things like getting trapped or getting hit by another car or a sudden reduction of visibility, etc. Waymo and some of the Chinese car companies already do this.

[@jwstolk]

@@datamatters8 Currently you do not need a driver license to use the Tesla summon feature, so this would be similar. I don't think it will be similar to Waymo, who very regularly use remote control and have no plans to phase this out. For Tesla it would be backup for the initial software versions. Tesla has a full year to keep improving their FSD software, so maybe doesn't even need remote takeover by the time the robotaxi hist the street.

[@MikeCasey311]

What about verbal inputs?

[@Eileen-e8f]

Folks in vehicles with FSD reminds me of cats riding a roomba. With all angles there is another play. Electrical generation and control of the access network are the plays I am looking for. Full digital rationing is a flip of a switch away so any operations with public facing investments in those areas are even more attractive. The big issue is finding ground level on any of these efforts. Thanks

[@privateerburrows]

I disagree with both sides of the argument. Tesla should start robo-taxi services with remote human driving supervisors. Having people sit in the cars would necessitate 1 person per car, when a person could easily remotely supervise up to 4 cars. Additionally, it would necessitate the cybercabs to have steering wheels and pedals. Finally, I would not agree with the idea of starting off with no human supervision at all. This would be an error not only in marketing terms, but more importantly in terms of FSD capabilities, which at the moment I feel are somewhat overestimated on the basis of miles per intervention figures. Interventions are far more frequent than the published figures state. Most interventions are hidden or ignored. Hidden when people drive out of their garages and onto the street before turning on FSD. Ignored when safety is not seen as being affected; example: When the car gets stuck in a blind alley, it takes an intervention to get it unstuck, but such interventions are dismissed as being outside of "driving". They are real, however. FSD gets stuck often. Even version 13.2, which can now reverse, gets stuck and fails to reverse when it should, sometimes. Parallel parking in front of a store instead of driving to its client parking area is another 13.2 failure that might be dismissed for its being not related to safety. But such failures cannot be tolerated in a fleet of robo-taxis. I think the safest way for Tesla to start its first robo-taxi fleet is with remote driving supervisors.

[@Nunya-lz9ey]

Eventhough you’ve never been right, I guess I’ll watch.

[@JohnSmith-x3y8h]

Where’s he been wrong? Be specific.

[@Pehz63]

You fixate on miles per critical intervention, but the metric needed for lvl 5 autonomy where it drives without a human available is miles per intervention. Just because it can avoid accidents doesn't mean it knows how to go the right route without me and arrive. I've had about 4 months of FSD over the years in the Minneapolis area. I disengage it around 3 times per 40-minute drive to work. There are 3-4 spots in my daily drive that it simply doesn't know which lane to be in, and it sucks at merging. It's not a "critical" intervention because I wouldn't get in an accident. But it's pretty critical to me because I don't want to worry about missing my turn every day on my way to work.

[@BongoWongoOG]

Autopilot isn’t the same as FSD and 4 months over the years isn’t the same as using the current version 13. This sounds like anecdotal at best.

[@Pehz63]

@ The anecdote is PROOF that non-"critical" disengagements do matter. And anecdotal evidence in something like this is strong, but weak when refuted by empirical data. This is exactly my point. He's not giving the empirical data that refutes my point. So I'm left with him fixating on one metric, but ignoring the other metric. Is it because the other metric makes FSD look bad? I bet it does for most people outside of some California cities.

[@Pehz63]

@ Sorry for the (obvious) typo, I corrected it. I was talking only about FSD, not Autopilot. And even if the miles per intervention is approaching acceptable levels in V13.... then why isn't he talking about that? Why is he focusing on critical interventions? Sure the critical interventions are nice, but you need both to be low in order to get to SAE 4/5 autonomy as Tesla is aiming for.

[@AndyKopac]

I’m a big fan of Tesla, but wondering about scaling the charging infrastructure to match cybercab production and adoption…

[@matty8920]

Tesla needs to install a lot of inductive charging pads.

[@dabrain22video]

no new information here but a "great" summary of all the known catalysts for tesla which yes 99% of nobody is taking notice of and when everything starts happening its going to be crazy.

[@johannel8104]

How do you get to 1 death in ~1.6m miles? About 36k people die in auto accidents every year in the US. We drive about 3.5T mi a year. That is 1 death for roughly 97m mi.

[@BongoWongoOG]

Its an accident rate. There are many more accidents that don’t result in a death

[@EarlLedden]

Work on your math.

[@kevtheobald]

I agree that success in most areas Tesla is working will happen, but I would put three or five more years on these before they truly cross into the hockey stick growth phase for Tesla's bottom line. As history has shown many times before, gettingbthose final steps of development can be the hardest. Just saw a documentary on the most advanced micro processor tech that started as US technology developed by government programs, but it was a Danish company that funded the final steps to fully develop the process. They thought they would be to market a decade before they actually did make it. The costs and time to complete development was ten fold what they expected. My hope for 2025 is that Tesla refreshes their vehicles with better batteries, faster charging, and updated looks. The Semi ramp on their new production lines begins, and battery storage sales/production keeps ramping. Hope to see the Teslabots keep making large improvements, and Tesla software rolls put more innovations, but that is about it. Hopes Tesla proves me wrong and gets things going quicker.

[@BH195829]

100% correct 👍 👍👍

[@tonymc-dx8xw]

Most people are not using the free FSD trial. Last time I didnt see any one using it I passed in the bay area.

[@JohnSmith-x3y8h]

How would you know?

[@BongoWongoOG]

B.S.

[@daves8628]

I would add to your vid that there needs to be regulation around the Tesla (and others) products as they are interconnected with each other through Tesla real-time network. The user/owner needs the option for the robots, cars to be run independently from the network so their operating system cannot be overridden from a central point without consent. You need updates to the software like we have today, but the update needs to be a choice along with the ability to unsubscribe to a central location control updates removing the ability of the central control to be able to switch off any of these devices should the owner not wish to subscribe to the cental, permanent connection. What do you think?

[@jackbn9353]

How does the latest version do in a major snowstorm?

[@wplaat]

great video.

[@ThiênThiên-r1f]

I solely believe XAI735x will do 20x after its launch price, the hype is high and its community are not relenting.

[@door1479]

Pump. And dump

[@brianstanfill2114]

Fantastic work!

[@locpham707]

Love your show. Thank You

[@jfarlandutube]

Excellent information.

[@davidfrankel9267]

Now that's a thorough analysis. Was sure it was click bait full of crap. I was wrong. Compelling argument. TY

[@stevenlhitchcock]

Very well spoken, clear and very informative. Thank you!

[@maxflight777]

You are correct. The M2 will NOT have a wheel and pedals.

[@danielstapler4315]

Here's my prediction no cyber cab will be produced on a production line prior to 31/12/2025. Not one.

[@danielstapler4315]

Another prediction: the cybercab will come out first with a steering wheel and pedals and then when autonomous approval is granted they can be removed. The alternative is synchronizing the building and ramping of a production line with the approval process for autonomous driving which is cloud cuckoo land thinking.

[@ConnectingODots]

Cloud cuckoo land thinking - yet that's what Tesla has done. They have far more data that you or I, and with 1000x improvement in miles per critical intervention in 2024 vs 10% in previous years, this means completely superhuman driving by end of 2025

[@BongoWongoOG]

@@ConnectingODots100% agree

[@BongoWongoOG]

@@danielstapler4315Nope. Totally disagree. Elon categorically stated otherwise

[@allangraham970]

I think robotaxi needs a steering wheel and manual brakes initially so the robitaxi AI can be trained. Look at how long it took to release cybertruck fsd, appears training of other Tesla's fsd was initially of limited use

[@ismailnyeyusof3520]

30:41 Elon’s point about the F-35 sparked a lot, really a lot, of discussions and stirred up a huge storm. The point is basically about creating a Swiss Army knife, a compromised tool. I wonder if the minds that pushed the Joint Strike Fighter concept were all fighter jet fighters?

[@MichaelWaddingtonDO]

They are already pulling data from every Tesla w FSD software on the road by default, whether or not they take the free trial. Elon says the software is running in shadow mode and they can compare its projected decisions to what happens and what the driver actually does. It can also take over to prevent accidents if the hardware is installed and the setting is enabled, even without FSD.

[@matty8920]

You need to give consent for this as a Tesla owner right? How many percent does it?

[@sudeeptaghosh]

I am 100/10 only of the pace of innovation keeps accelerating.. it can go 100T

[@ryancheesman400]

I hope the cybercab gets a full AI assistant and a joy stick or Xbox controller so fleet owners and manually move cars around their parking/charging lots and for inspection and maintenance purposes.

[@datamatters8]

Your example of Fleet management is a good one. Also, what if there is no person in the robotaxi as it moves to make a pickup? Or what of the rider doesn't have a drivers license (like a minor, a blind person, an elderly person, or a person with a medical condition that prevents them from getting a license)? For these reasons Tesla will have to provide the capability for a remote operator to control the car. In fact they recently posted a job description for a software engineer to develop this capability. Rare situations will occur where FSD won't be able to handle things like getting trapped or getting hit by another car or a sudden reduction of visibility, etc. I expect a fleet manager will be able to serve as a remote operator too. Waymo and some of the Chinese car companies already provide for remote operation.

[@hillmans69]

An interesting aspect of the unboxed production process: since each module is produced super efficiently, Tesla will have peak production rate figures for each module. They will also have the peak production rate figure for the steps starting with joining modules together. If those later steps have lower production rates, they can create parallel production lines for those steps to multiply those production rates. For example, if the front module production rate is slower than the left side module production rate, then create multiple front module assembly lines to equalize their production rates.

[@bruceburnworth8082]

My thinking is that the hockey stick moment for TSLA happens with the demonstration of multiple humanoids doing productive work together autonomously. Likely sometime in the future next six months. Credit to Dumb Money Live. FSD requires 99.999% accuracy do is difficult to anticipate when revenue will flow and how much. Optimus - once working together doing productive work autonomously is simply a matter of how fast the production line can ramp up this can be estimated. With the demo the market will anticipate the revenue and put it into analyst’s spreadsheets, forecasts and price estimates. 🚀

[@pizza0451]

Great video. I like your thesis, I’m right there with you. I think Tesla will be the wealthiest company in the world in 5-10 years. Current prices will seem like a steal. Hopefully we are correct.

[@tiggershadow]

WOW!

[@tomasdunphyin8316]

I (almost) never comment on YT vids - this is exceptional work! Reaffirms my (late) investment in Tesla, and why I should continue. Thank you! New subscriber!

[@ConnectingODots]

Much appreciated!

[@mediacafeonlinellc8728]

How will this be solved: Visibility is critical for Full Self-Driving (Supervised) to operate. Low visibility, such as low light or poor weather conditions (rain, snow, direct sun, fog, etc.) can significantly degrade performance.

[@M3NTALMAGIC]

If its self driving, why do we say IM DRIVING ?

[@jamespaul2587]

Because it has to be supervised, just like adaptive cruise control that operates the vehicle until you intervene.

[@ou812grn]

Awesome video! Thank you.

[@davidOsborne-s9i]

Many thanks, great video

[@MicahBratt]

Great breakdown

[@egs2169]

The timeline is always the key variable.

[@peteroffpist1621]

I am a shareholder, but in my opinion in the short term shares will drop due to lowering prices and less shopping. Teslas and all other car markers margins are falling rapidly. Lower prices from China at the same time is the winner. FSD is not close to being finalized, weather is the real challenge so Cybertaxi is still maybe 5 years from being reality. I sold 90% of my shares some weeks ago and hoping to buy back during 2025. I hope Elon proves me wrong.

[@feedvid]

Great video! Thanks. 👍 These are exciting times.

[@wayofflow955]

Pretty comprehensive analysis, what about the Optimus skill training business and skill store like the Apple App Store?

[@geomacaulay]

I missed the part where says something that everyone else missed.

[@jonnytech_]

Really great video like the effort put into conveying info

[@rogerfroud300]

Hmmm... on the flip side, you have FSD which is still sketchy and supervised, and a commitment to make a Robotaxi in volume that needs it. Does that make any sense, because to me it's premature at best. Just how big is the Robotaxi market anyway? Sure, it's a neat and clever product, but it's unlikely to replace more than the same number of human driven taxis. People who already use Taxis will use them, but most of us NEVER use them I honeslt can't remember the last time I took a Taxi. It's not about money, it's about convenience. Car ownership is cheap if you're happy to buy something old and inexpensive. Once you have your own car, why would you use a Taxi, however cheap it is? Honestly, I don't think anyone has really thought this through. People want the convenience of their own car. To go on road trips, to take the Dog to the Park, to go to the Dump. Are these things you're really going to get a Taxi for? Nope.

[@frodekleppe3884]

❤fantastisk flott informasjon

[@hakanstuns43]

Im very disappointed that they didnt start with e2e neural link earlier. There are other companies that did this way before Tesla. They are small and not so very known. But its insane that the worlds best engineers waited so long. Wasted several years.

[@johannel8104]

You are referring to one tiny company in England (I forget their name now) doing E2E autonomous training. You have no idea how they are gaming their videos. All companies abuse PR and marketing material to make things appear more than they are. E2E is VERY EXPENSIVE and was prohibitively expensive prior to 2023. Anybody saying they used E2E autonomous driving training prior to 2023 were just hype and BS. Maybe they did training on just 1 route of 3 miles at 15 mph to produce impressive marketing videos. Even Tesla could not afford E2E training prior to 2023. They used AI for the observation and planning steps. Elon thought doing it for control was overkill but I think it was also because of cost.

[@hakanstuns43]

@@johannel8104 Thanks for the info. What do you think about Teslas FSD? Will they solve it?

[@Tommy2tone762]

I’m all into Tesla but FSD 12.5.4.2 can’t do roundabouts now, it used to. Started phantom braking again. It has over all kinda gotten worse. I have a 2021 Model S with HW3. Not sure if that has anything to do with it. All the zero interventions people talk about sound like exaggerations.

[@datamatters8]

Tesla is now training directly for HW4 / AI4 (more computes and memory). HW3 cars are getting a backport of the HW4 neural net. I think that is why we are seeing phantom breaking regressions. It also means that updates to HW3 cars are less frequent compared to the HW4 cars. Musk has said recently that if they can't successfully get HW3 cars to robotaxi level then Tesla will provide a driving computer upgrade. It seems that the training priority is HW4 to support the Robotaxi. That makes business sense.

[@FutureIsBetterThanThe80s]

How did you prepare financially?

[@Snorkle411]

Good info, tsla being a part of regulation is a good thing. patience and commitment.

[@Barskor1]

If you buy a cybertaxi likely will get a 3rd party to make a plug in control system.

[@WrathChild-NZ]

IMO I think the cybercab is such a terrible design. It's just based off the model 3. A dedicated robotaxi should be catered to a wide range of people, such as people with disabilities. It's so low to the ground it's not going to be easy for elderly and people with disabilities to use. Only 2 seats with an enoourmous trunk? WHY? It should be like those other apple? robotaxis that is like a minivan with 4 seats facing eacother and sliding doors so that it's you can just step into it. and those doors!? they stick out so far, surely they would have learned from the model X that those doors are problematic.

[@JohnSmith-x3y8h]

85% of taxi trips have only one passenger, 95% are 2 or less. If there’s 4 of you, just take 2 cabs. There’s also already a potential fleet of 3 million 4-seaters on the roads already.

[@paulmcgreevy3011]

The large trunk is to enable airport trips, shopping trips, delivery trips. Could possibly do a lot of parcel trips for Amazon without the need for big vans.

[@JohnSmith-x3y8h]

@@WrathChild-NZ Your comment is so full of errors that you obviously know nothing and your opinion is worthless.

[@malcolmrickarby2313]

Don’t forget that priority is always safety. Passengers are safer in the middle of the car with crumple zones front and rear. Next is efficiency and that means aerodynamics.🤔

[@HungTranVan-o4m]

I love how you broke down the XAI735x project in your video! Can’t wait to see it soar!

[@door1479]

Pump and dump

[@CCxWudz]

lol I was taking the video seriously until homie started kissing Gary Blacks ass. Gary literally said in retrospect he should have sold out of his entire TSLA position, that was in April of 2024. But now connecting the dots is trying to co-sign him as a good follow. GFY

[@alexjeffs7092]

10

[@arndt3203]

hockeystick momet definately coming. thank you for the video

[@jerrybarnes8942]

I disagree with you. Give the customer what they want. Driver or driverless.

[@mrleenudler]

The customer wants a faster horse.

[@jerrybarnes8942]

@ not all customers want that

[@MichaelMatthewConnell]

Hope Tesla can make their Cybercabs and Optimus robots GangStalker proof.

[@Mpr47276]

Problem I’m experiencing with E2E is that for every step of v12 progress, i get one substantial corollary regression. Of course I realize I’m getting the best patched FSD Tesla can offer on HW3 and that is likely a current limitation.

[@shepherdsknoll]

I bought a 2025 with the tax credit just to make sure I got the V4 and up to date software.

[@ChipMIK]

@@shepherdsknoll It's valled HW4, not V4. The car runs exactly the same software behind the scenes as HW3 regarding driver assist related SW and the Tesla jungledrumms doesn't indicate any change on that before at least HW5.

[@simontrumble7630]

Love your analysis - Well beyond the headlines, sound, based, and backed with statistics.... much appreciated!!! Keep us the outstanding work.

[@d.s.ramirez6178]

I’ve been working on developing an autonomous avatar with synthetic speech for years now. I’m detecting a couple of idiosyncrasies in the speech pronunciation patterns of the voice in this video. (the word Robotaxis was pronounced “ROH boh tax iss”) 😂 I think it’s an ElevenLabs synth version of your actual voice. Am I correct?

[@mrleenudler]

It's definitely not his actual voice. He said he's using a narrator. Might be AI.

[@pavelmetodiev9835]

4:05 as seen where??????

[@huynguyen-t3w]

Once Elon Musk's XAI735x passes $1, it may NEVER see that low again

[@door1479]

Pump and dump

[@wakingstate9]

Musk. A man who goes on about the dangers of AI and then builds robots to embody that AI. Flawed. A world of abundance you say. We have that already and still 10,000 kids die every day without food and water.

[@shanedw2]

I don’t want a steering wheel and pedals. Just give me a cybercab that connects to an Xbox controller

[@tommckenzie2112]

Hey phantom voice who are you???

[@mousetreat]

I'm out of money to buy more TSLA stock. :'( I got stuck at 450 stocks.

[@EVPaddy]

Best days of Tesla are long over. Get out while you can with a decent gain.

[@jackarnold3290]

You first.

[@andre1987eph]

Be realistic with those price targets and keep in mind market cap. The bitcoin fanboys are likewise driving bitcoin yup to 100T market cap valuations 😂

[@jlf2221]

Is anyone closely following Chinese autonomous vehicles development, as it seems they have a solid history of making tech advancements very quickly… competing with Tesla!?

[@tonybrock5288]

They are massively subsidised by the CCP and they can't really replicate Tesla so this is not sustainable for them. They will lie about it though.

[@tonybrock5288]

YT Deleting any comment I have as they know I'm a "moderate" and contrary to the woke commentary...

[@tonybrock5288]

YT Delėting àny commnt I hàve as they know I'm a "modėràte" and contràry to the wokė commėntàry...

[@Windstorm7x7-wl8ko]

But where will they sell them other than China? According to everything I hear most countries China exports too are implementing tariffs that will price them out of the market. The rumors that they will build out in places like Mexico is undo able too. Personally I'd rather walk than.buy a car made in China, no matter the price.

[@mrleenudler]

Hard to get reliable info on AVs from China. It's not like Tesla, where you have a load of individuals crowd sourcing the progression. Even Cruise was a black box until they looked into that fateful accident.

[@ricksminecraft]

I don't get it; why does "manning" need to be replaced? It comes from the FACT that the robot is doing the MANual part of the task. Be careful of not letting any type of virus control your mind. JK BTW thanks for the awesome education on the current state of the company. I've been an investor since 2019 I think. Cool

[@EpicStrategies578]

I'd like to see these cars report any heavy pothole to the local townships-essentially flagging for repair.. BOTS WILL be the most EPIC telsa stock gainer. Imagine, Millions of millionaires.. Ya think each one will have just one Optimus? Companies will have millions too.. Healthcare buying Bots for senior assisted living. Possibly over a BILLION BOTS will exist...