Something Has Changed With Tesla

[@kennethjaggers4108]

I am 83 years old and have Parkinson’s. I have FSD 12.5 and love it. It’s a huge help and drives better than I do. Really looking forward to FSD 13.0.

[@bradappel9928]

That's amazing helping your quality of life.

[@hankkingsley9183]

Hopefully you can still intervene in an instant if needed

[@desmondwisley6040]

make a video of this fact and explain how good it is for u

[@papafamilias92010]

That is absolutely awesome

[@rickardbromma1514]

Love this real world utility 🙂👍

[@royschering1140]

I have FSD V13.2.2 on my Cybertruck and it works great. I use it around town and have recently used it on a trip from KY to my home in FL. The improvement versus V13.2.1 was obvious. On the trip from FL to KY, I had V13.2.1. However, I received the over-the-air update for V13.2.2 while I was in KY. So, on the same 1200 miles of roads, I got to compare the FSD performance of the latest builds. I'm willing to admit, V13.2.2 drives better/safer than I drive.

[@salvatorelembo6714]

I am 87 years old and am driving my new 24 model 3 with FSD 13.0 for the last 4 months with no interventions exclusively 99 percent of time. It is far superior to 12.5 no question. How can anyone not want a Tesla with this fantastic feature. Better than human driving.

[@health101DOTorg]

It's amazing to me how many people don't consider the safety aspect of FSD when deciding to buy/subscribe to it. That would be my FIRST consideration. If FSD (supervised or not) could prevent even ONE accident, it would be worth it, and you can't simply "run the numbers" and compare two scenarios because one accident could you leave you or someone else injured for life or dead. Can't price that in.

[@trina2100]

Agreed. I had someone get in my car and ask that I NOT use FSD and I had to explain to them that it's a safety feature and they might as well have asked me to not wear my seatbelt. People don't fully understand the safety aspect of it yet. I've already had the car intervene twice to save me from an accident and I turn it on every time I drive for the added safety.

[@health101DOTorg]

@@trina2100 And now for the controversial point: Since AutoPilot on the highway is a safety feature, it comes standard, because Tesla never charged for the non-mandated safety features it invented (like other car makers do). So since FSD is a HUGE safety feature (because most accidents happen on city streets), shouldn't FSD come standard? I know TSLA investors don't want to hear this talk, but how about 3 levels of FSD: Safety (free), Chauffeur (fee), and RoboTaxi (bigger fee). And even when Teslas are Level 4, to use Safety FSD, someone must be sitting in the driver's seat and keep their eyes on the road (but the time not looking ahead can be longer than now). Plus, when a senior gives up their license due to age, they get Chauffeur FSD for free. To my mind, that's fair and provides maximal safety... and it sounds like something Elon would do.

[@indranihightower9588]

Farzad, thank you for your podcast. There has been a lot of anti-Elon stuff popping up since he became involved in politics, but you guys are just right. Thankfully some brave people stood up for freedom of speech. I hope we stay here, and never go down the Orwellian trend again.

[@lighthousesaunders7242]

There has always been a lot of anti Elon stuff. It's why I invested in Tesla 8 years ago .. the FUD was already thick in the air.

[@waynehemsing932]

FOS and the 2nd amendment to protect it are more important than most people are aware of. Thank you! Great Tesla clip.

[@typhoon320i]

I like Elon, but you have to admit he is NOT for freedom of speech.....unless he agrees with it. I dare you to go say someone bad to Elon about Elon and see if your account doesn't get deleted.

[@DP.496]

Amen!

[@lovelife247lol]

As a paraplegic, I drive a M3PHighland with full FSD. Handicapped parking spaces are soon to be a thing of the past. As of today I park the car at the back of the parking lot (not ideal) but I don’t need to return to my vehicle because I (Summon) my Tesla to the Mall/Store Entry/Exit doors. Soon Tesla’s will be authorized to allow the driver to exit the vehicle at the front door entrance and allow the driver to use Summon to park the Tesla with no one in the vehicle. That’s just one real life situation besides me driving for 3 hours and only 1 minor speed adjustment.

[@Dan-oe4ve]

This is amazing, thank you for explaining! I've been thinking about how autonomous driving will save my parents from loosing the ability to drive as they become elderly and probably need a scooter, it's amazing to think that just as an accidental side effect, self-driving will be *more* convenient than a handicap spot!

[@lovelife247lol]

@@Dan-oe4ve Everyone mentions the many handicapped parking spots that’s close to the door. As someone that lives in that space of needing the extra space to open my car door wide enough to get my wheelchair out, I can say those spots aren’t nearly as open and available as people think they are on the weekend at the mall or concert or farmers market where the parking is on gravel or muddy conditions if it rained a day or two ago. Large venues and malls etc will start designating an EV autonomous section of the parking lot area. What about the school drop of area. Kids will be put inside their parents cars and the car will take them to the local school in the initial rollout. Allowing cities to incentivize FSD and cutting costs on buses. There are lots of discussions and many will not be fully developed for many reasons including political. However the conversations are happening and this is the time to get all the parties (private and public) together and create the new EV infrastructure.

[@perjespersen3806]

Even as a bull, "timing" is never irrelevant..

[@Dan-oe4ve]

@@lovelife247lol autonomous driving really changes everything and adds value in so many places, I can see how schools would utilize self-driving in the way you describe. I can definitely imagine a lot of places specializing their infrastructure for drop-off zones near the front of the business. I guess they could have handicap drop off zones with extra space, and then Express drop off zones to get people in and out real quick with more zones in less space. I'm thinking the business will benefit in other ways too because you could have just one shopping cart return right next to the building where you load your groceries into your car (in the drop-off pick-up zone) and return your cart right back into the building maybe even with a robotic cart puller taking it from you. And then there would be all of the parking infrastructure for the robo taxis that are picking up online pickup orders.

[@gimoyt]

Long time listener...this "three amigos" should be once a week.

[@thescurry]

What does xAI get from grok integration into Tesla cars? They get the voice data from passengers talking to Grok. They eventually get all languages (where Tesla is available) and an app that pipes in voice data (the car).

[@loganbhardy]

The conversations in this channel have gotten so good.

[@AutoHeadz]

People don’t realize what they are missing with FSD 13

[@trina2100]

I say this every time I'm out "driving" and see other drivers.

[@collinhorn6398]

Would love to see the Tesla ride hail app/ features on the current app. I think this would ease wall Streets minds on recurring revenue streams and growth

[@palam012]

Farzad - Fire speech 🔥 what did you take/eat today? 😂 Amit - We love you bro, awesome as usual ❤ - Abi

[@oldrin1876]

Amit is great, you def should keep having him on !

[@nikolaigordon]

Yes

[@amitinvesting]

Appreciate you!!!!

[@AmeenPoonja]

Minute 21:20 onewards “Wallstreet is not designed to understand innovation” 🙌🏽

[@MICKEYSwearingen]

Your analysis of XAI105e was spot on! I’m ready for those 10x gains, especially with Elon Musk backing it!

[@TubaMurat-hg6uv]

The potential of XAI105e is unreal! Elon Musk’s insights on Lex Fridman’s podcast were a game changer!

[@JulianaRash]

I love how you broke down the XAI105e project in your video! Can’t wait to see it skyrocket!

[@hermanzegerman6764]

Amit is a great contributor. One can really see how much work is going into the conviction and analysis. Has come a long way since being bullied by Tom Nash for his haircut.

[@EAdams-BXR]

Great talk, the last 10min were golden gems 💎.

[@MetinYusuf-r6k]

Just invested in XAI105e after hearing Elon Musk discuss it! Excited for the future!

[@SerafettinAslihan]

The future looks bright for XAI105e! Appreciate your guidance and Elon Musk’s vision!

[@davidspray9939]

Something that I have not heard people talk about is the game changing benefits from simply increasing the time duration before the nag comes on? Meaning that the nag currently allows you to go one or two seconds without paying attention before it nags you. If Tesla can just steadily increase this until it gets to even just 1 minute, that would be game changing. At a one minute nag time, you could effectively use your phone and get things done. Even if after a minute, you would have to look at the road for say 10 seconds to “reset” the 1-minute nag allowable time, that would still be incredibly valuable to me. The car could also adjust the allowable distraction time to fluctuate up or down depending on weather and density of cars. On an empty highway, it would let you go more than a minute and in busy traffic, it might be less than a minute. It seems like Tesla might even be able to pull this off without requiring regulatory authority and leaving it technically as a Level 2 system for now. This could be a great interim phase until we get to unsupervised FSD.

[@zunzoo7080]

I feel safer with FSD than me driving and I am 60 I can do better than FSD if I give it 95% of attention at all time

[@hankkingsley9183]

You still need to give driving your 100% attention if using FSD as intervention still required every 15 seconds on average

[@BongoWongoOG]

@@hankkingsley9183 intervention every 15 seconds? What rock are you living under? People have 40 mile drives without interventions. Lets try your story again, this time with the truth.

[@xXZeroSynDromeXx]

@@hankkingsley9183 commenting with confidence, but lacking facts and awareness. Such a sign of the times.

[@SerminDuygu]

Just bought XAI105e after watching your video and hearing Elon Musk’s thoughts on it!

[@DB-Barrelmaker]

I think a point that's not acknowledged enough is that Tesla has no need to share FSD with other companies for their own sake. It is however, part of their mission statement

[@sia.b6184]

i think this was NOT bearish tesla, it just shows how much more powerful tesla is with the real data , but that platform Jensen was showing where he managed the agents, trained them and deployed them looked alot like Palantir's AIP

[@barkbros123]

I had a crazy dream where I was drunk and I used FSD to get home… my brain is cooked lol I need to slow down on these Tesla videos 😂🤣

[@garethrobinson2275]

This will soon be a reality.

[@5893MrWilson]

I do not advocate for drinking and using FSD but... its arguably safer than a late night Uber with a sleepy driver

[@garethrobinson2275]

@5893MrWilson when it's unsupervised FSD this will be a reality. It's not there yet but will be before long, where long = 2030.

[@5893MrWilson]

@ I think even when poorly supervised its still safer than the majority of drivers. Certainly safer than sleepy or drunk drivers

[@macioluko9484]

@25:15 I understood this at 25. If I’m going to pay someone to manage my money (money that they’ll never treat as seriously as their own) and they may get me a 6-8 % return… in a 7% inflation environment… with a bunch of fees that’ll eat into those non-guaranteed returns… I’ll do it myself.

[@apwvan]

Last half hour was 🔥

[@Asg_Money]

Amit is awesome

[@GuldehenFiliz]

The potential of XAI105e is huge!

[@fahskycurrentlybuildinglov5277]

Love this episode 😂 I’m sorry I laughed at Gary so much.

[@jpl0202]

What about the desktop computer that’s going to have a Grace Hopper, CPU and a Blackwell GPU to handle AI workloads locally? This will definitely be a game changer.

[@typhoon320i]

Yes, with analysts it's a coin toss......likewise with the retail investor.

[@antiquatedandroid7952]

I’m a wealth manager. Here is the issue. These analysts are not experts in the areas they are analyzing. You could get away with this when you’re pricing out a company like Clorox, but when you get in the world of technology like quantum computing and AI. They are way out of their league. This is why I listen to the boots on the ground.

[@Gallardosteve]

I love that phrase. Boots on the ground. They should start a podcast and call it that

[@ronwebb2631]

When you look at what invites said over and over that they have to have their own real life data in order to use their program set.

[@belahatvany]

Biggest and most powerful is not the aim. Happiness gratitude loving kindness is nearer the mark

[@disp3rsion]

Everyone has access to X's tweets. They can simply write a program to "browse" X and download the data. That's public info. What the heck are you talking about

[@brianb.7435]

I’m glad you have FSD 13. I’ve seen you drive, I’m really happy you’re using FSD 13 , you need it 😅 !

[@TomikoSturgeon]

Lol Elon said something about this XAI105e when he talked to Lex I recall

[@Someone_Cool.x3]

Now...what if Tesla did FSD $10/a day as another option? I think more people would use it because most people have $10.

[@gsabic]

MAYBE $1 DAY

[@trina2100]

Sounds like a good idea to me.

[@Someone_Cool.x3]

@gsabic truly, I don't think Tesla will have any issues being profitable even at a $1 a day. What a time to be alive...only positive thoughts for the future❤️

[@gsabic]

@@Someone_Cool.x3 yes, they will be profitable but will be hart to justify valuation at 1.5T

[@gcauldwell]

1:14:27 - ask the right questions = first principles. What companies should I send my resume to = wrong question

[@54woodsgirl]

100% what you just said money managers cannot care less how you do as an investor. They just care about how much money you have under their management. I’ve experienced this and I have increased. My gains probably over 10 times. My last account at Morgan Stanley they made me 3%. It’s just pitiful yet. They’re raking it in.

[@disp3rsion]

Timing matters for FSD because if Tesla takes too long, competition will outpace them. I know you're not taking NVIDIA's approach too seriously, but I would suggest that you reconsider your worldview if you really think that Tesla is ahead of NVIDA in chipmaking and AI

[@fix-hb1561]

FSD still isn't put MARGINS ON THE BOTTOM LINE! UNTIL THEN 👎🔮

[@samkaplan2482]

Amit and farzad!

[@samkaplan2482]

You two should definitely do a video per month! Two of the best personalities in finance/Tesla on KZbin

[@DesmondDyeOfficial]

Food prices are too high,still

[@ronaldlenz5745]

Farzad vying with SMR for the F bomb award!

[@michaelbartell1166]

Uber disrupted yellow cab. When was the last time you took a yellow cab

[@adda58]

Cabs all over the world. I have taken one cab in Australia since Uber began here.

[@ondramlcek3174]

Somebody has got pretty passionate about the Wall Street geniuses😂😂😂😂😂

[@fahskycurrentlybuildinglov5277]

😂😂😂😂😂 Han on Gary 🤣

[@suchdevelopments]

Good day from Goonellabah, NSW, Australia. I am embarking on a significant six-month journey. I'll be circumnavigating Australia in two CYBERTRUCKs and a Tesla Semi, covering a substantial 22,000 kilometres. This journey is set to commence at the end of September 2025. 🚀Starship will land in the Indian Ocean of West Australia in approximately in March 2026 🚀-🤗Cheers, Ian Cleland

[@Dalorath]

@0:30 of couce USA is the strongest; but you guys dont treat eachtoher or others very well...

[@davidmaginn9054]

It all comes down to ambition (a little greed) is good.

[@jeffmueller9422]

Microsoft divested back in 2012. NBC is running the show.

[@flottenheimer]

We all remember Elon's 2021 promise of a Tesla "compound annual growth rate (CAGR) that averages 50%' all the way up to 2030...

[@slyktech1860]

I like Nvidia when it pertains to their GPUs being used for AI training but selling legacy auto tools they don't have the skillset to fully utilize is a bad business decision.

[@jeffmueller9422]

I'm a retail investor, and my last two purchases were at $110 and $164!!! I stood next to Gary at We Robot and he did not look too fired up to be there!! Not sure why. Maybe just his personality.

[@jbencze]

Gary is a stick in the mud. Half of his opinions are dumb.

[@gcauldwell]

1:19:48 - battle, conflict, pain = life. These are evidence of still being alive (because the opposite is also true)

[@hex1934]

Will get a Tesla after moving out of CA to a red state. Will pay monthly for FSD, because wife and I are 80 and 84. I’m a safe driver but don’t know or how much longer.

[@10TallDwarves]

1:03:00 😂😂 100% you cant grapple on a regular basis and still believe in delusions

[@twosawyers]

Complete delusion.

[@joey395]

Claude is a bit better and more accurate in my opinion 48:15

[@marcw1]

FSD BLACK FRIDAY SALE would be cool 🤣

[@gsabic]

do you remember when was $15k jajaj will get cheaper and cheaper

[@DoghouseFunkBlaster65]

I''m turning 60 next month and have experienced the 2003 market crash firsthand while you kids were still playing with your HotWheels cars. Why isn't anyone talking about the looming market crash over the next 8-10 months and that it will present an EXCELLENT opportunity to back up the truck and load up on TSLA, NVDA, AMD stocks on the cheap? If you buy now you'll be kicking yourself in a couple of months for not waiting like I did in 2003. I trust that TSLA will easily hit $3000 within the next 2-3 years, but not before the entire S&P 500, including TSLA, takes a serious 40% to 60% hit over the next year. Just look at the charts. They don't lie. I'm a long-term TSLA bull with a DCA of $125/share. Please, stop whining as the stock price drops and see it as a buying opportunity. Otherwise, I'm in full agreement with your speculation for Tesla's dominance and obliteration of the global transportation, robotics and energy industries. Keep up the good work!

[@trina2100]

I froze when Tesla shares hit $138 last year despite knowing it was a key buying opportunity. I pray I get a similar opportunity again.

[@rioluna6058]

i dont know about robotics but byd is gonna win the ev race , they already have

[@DoghouseFunkBlaster65]

@@rioluna6058 Really? On what basis? This is not about electric cars. Tesla is NOT a car company. You are obviously not paying attention to this channel!

[@rioluna6058]

@ the fact the byd is sellin quite well in latinamerica andsoutheast asia.

[@DoghouseFunkBlaster65]

@@rioluna6058 And how are North American sales? What about FSD? NO ONE ELSE has the neural-net computing power. Can BYD create a fully automated hands-free vehicle that could take you to work without having to touch the steering wheel, then pick up fares like Uber with no driver, make you cash while you're at work, drop you off at the Home Depot while navigating a busy parking lot, park itself? Humans have 2 eyes and slow reaction time. A Tesla has 8 cameras, maps a 3D environment in real time and has a reaction time several thousand times faster than a mouse. You are underestimating the power of artificial intelligence. Imagine Chat GPT on wheels.. Human drivers are slow, distracted, stupid and prone to road rage.. FSD Version 13 is doing all this NOW! The choice is clear. No one will ever want the stress of having to drive unless you enjoy paying high insurance premiums.

[@lionbeard514]

I miss the 90s, the cars, the music, the movies. People using intelligence and self reliance to make the best movies ever, all about scripts, filming and acting not just cgi.

[@garethrobinson2275]

Dinosaurs always go extinct. Why not join the Amish?

[@philterzian9162]

lol. I feel the same way about the 60s.

[@lionbeard514]

@philterzian9162 I can only imagine!! But I believe it!

[@JUNIORSAYLES]

Could you have a narrow talk on what is happening regarding police coming to one house because one repost something on X. or just on free speech in the UK or Europe in a future show?

[@ondramlcek3174]

Are they going to be around ?😂😂😂😂😂

[@michaelbartell1166]

February Grok 3

[@hallodidldu]

1:02:50 really? Awesome? I’d say it is now on X and will be on FB as it was in school, where the loudest and most rude guys were bullying the others, especially minorities. It is exactly the same nowadays on ‚social‘ media. In some years a while ago, I had the impression for a short period that mankind could overcome this kind of behavior and that we indeed could be able to enter a Star Trek like utopia in future. But especially now, 2024/2025, we see a complete 180 towards the Stone Age of human behavior, revealing our ugly side, suppressing the weakest, blaming again minorities for the problems of the majority and so on. I’m not a native speaker as you can guess, but I also guess you got the point. Yeah, money is sooooo great ….. and at the end we’re all f..d.

[@teaohar2]

FSD should be charged by miles driven.

[@nicholasdavidson5683]

After those robots came walking out at We Robot, how could people still be talking smack?

[@TotalTesla]

Great Video

[@rwhirsch]

Hans is getting comfortable with his new found profanity

[@garethrobinson2275]

New found freedom.

[@twosawyers]

I remember when I used to be part of the Elon Cult.

[@gcauldwell]

20:09 - analysts’ job? They are financial weathermen -They stick their hand out the window, and write “fair” if it comes back dry, “rain” if it comes back wet, and “ouch” if it doesn’t come back.

[@PoloX214]

Farzaed, you totally lost my respect when you said if one simply works hard, one could become bollionair. That is the most stupid thing I have ever heard. Sad. Dumb. Shame on you.

[@Johnny_York]

I mean technically he is true...if one works extremely hard TOWARDS DEVELOPING AN IDEA OR BUSINESS THAT TAKES OFF, one can become a billionaire. But you cant become a billionaire without a ton of hard work. Hes right.

[@garethrobinson2275]

He meant work hard and smart. To be fair, most of us are not that smart.

[@PoloX214]

@Johnny_York no, itbis plain stupid. It is true that if you don't work hard, you are not going to be anything. However, to imply that if one simple works hard, one will be rich. Or anyone who is not rich is because he/she is lazy is just pure ignorant.

[@GaminHasard]

wow the politcal discussion is super naive. these billionaires do not care about the commons.

[@rickardbromma1514]

Trump administration, how will he handel Putin and war in Ukraine?

[@privateerburrows]

20:00 I can tell you what Wall Street analysts are doing. They are working for their bosses. When their bosses want to sell, they say BUY!; when their bosses want to buy, they say SELL! That is the entire purpose Wall Street analysts exist. Or you think they are hired to help *_us_* make money? EDIT: Assets under management are the same thing. They tell you what stocks they bought on your behalf, based on your assumed beliefs. The actual stocks they buy are the ones that make money, but they pocket the difference.

[@ondramlcek3174]

Open AI Toyota already. ))). The question is about the. General ai

[@robleacock4949]

I turn off every time Farzad refers to “the masses”

[@rma1429]

An ad every ~two minutes?! Makes it unwatchable.

[@lenniedoan4253]

If you’re already wealthy, why charge people to access your thoughts? By doing so, you create a psychological association of value with your ideas. This compels people to regard your thoughts as meaningful and worth remembering. Those who truly value your ideas are more likely to internalize and share them with others. Therefore, charging a membership fee for access doesn’t just monetize your thoughts-it helps amplify their spread and influence. However, there’s an inherent trade-off: by attaching a financial barrier, you may limit the reach of your ideas to those who can afford the cost. While this exclusivity can boost the perceived importance of your thoughts, it might also reduce accessibility for potentially valuable audiences who cannot pay. Balancing this dynamic-maximizing value without alienating people-could be key to making this strategy both impactful and equitable.

[@GaminHasard]

ASI would be able to drive itself. threat to tesla fsd moat.

[@sergelysak]

1:17:12 Today we learned Amit is 3.5 feet tall.

[@amitinvesting]

😂😂😂😂

[@TeslaRon]

It starts with giving kids participation trophies.

[@joshuaphillips4842]

35:03 I can see where Gary is coming from, and it gabe me some concern too. The main concern with Tesla FSD after NVIDIAs day. Is that tesla have the advantage for now with all the real world data they have, but the concern is that with NVIDIAs end to end training but without real world data, and instead using some hyper realistic programed sinarios to train legacy autos own FSD. Using their own GPU Super clusers with how advanced computing has now become.

[@Crazyreseller]

30:00 I unfollowed Gary Black when I saw him charging to read his posts. What a joke.

[@scott5770]

Guys. This is Tesla’s market completely!!!! It’s going to become universal product licensed to ALL EV makers mandated for safety purposes

[@gsabic]

nonsense

[@jimmywang100]

I’m still waiting for my version 13 download .. how did you get it so fast ?

[@trina2100]

are you on HW3 or HW4? I got mine around Xmas on HW4.

[@mbur5099]

This one will be good to come back to in a few years.

[@jenschristiansen9490]

Sometimes I wonder how the Americans are getting anything done, since they seem to just talking most of the time.

[@urbanlivingfilms4469]

Jajajjaj u on point in the part they do not know what are they doing 😂😂

[@hpatelecom1]

FSD is game changing for so many people, old people, young drivers, parents of young kids, I can send my car to pickup my kid, that is game changing. Also the entire FSD thing.

[@curtisyoung7107]

I expect that Elon already has roadmaps to migrate currently owned AI cluster resources to where they will be resized for tasks of best use in connected high data distributed processing as well as prebuilding new data centers to house the new processor capabilities before the processors are delivered. Starship, SpaceX, and new starlink lunar communication extensions are very fertile areas that will need much more capabilities going forward 😊

[@AmiraStanford]

I have got XAI105e after watching your video, super excited! 💰

[@hex1934]

How do you trust an AI Agent? Prove it has been hacked.

[@KyongBroughton]

I love how you broke down XAI105e! Elon Musk’s vision makes it even more exciting!

[@TeslaCiviliz8n]

1:14:15 This is exactly what religion is for. You have to help people practice sacrifice from a young age.

[@MyPapagio]

Farzad thinking unsupervised is "a year" away is ridiculous. We are clearly less than 6 months away. Actually, Tesla is likely already there internally. Buy the fucking stock now. This is headed for 10k/share.

[@Steven-996]

We need to be creating videos on how the fsd tech translates to developing optimus and how soon optimus could transform labor, not focusing on fsd. That's solved in the near term.