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

[@a.v.gavrilov]

Thank you for your work! Pls, What music was used on beginning of the video?

[@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.

[@Crunch_dGH]

CoD is THE BEST. Agree, if you’re limited on time to follow things Tesla! 2nd guess Elon on your own (portfolio’s) risk. Stanford students’ ride hailing Cybercabs will signal the dam break.

[@dannybrooks6448]

Tesla's potential to revolutionize multiple industries is exciting, but with market volatility and economic uncertainty, it's crucial to assess risks. I'm focusing on long-term growth opportunities, balancing innovative stocks like Tesla with safer investments to weather any downturns. Diversification is key!

[@NancyAllen-n7t]

I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

[@TeNgaere]

​@@NancyAllen-n7t Who decides certification?

[@billwoznicki1012]

Diversification is great if you don’t know what you’re doing. Warren Buffet ~ “It’s only a risk if you don’t know what you’re doing.”

[@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

[@Crunch_dGH]

CoD is THE BEST, if you’re limited on time to follow things Tesla! 2nd guess Elon on your own (portfolio’s) risk. Stanford students’ ride hailing Cybercabs will signal the dam break. FSD V13 voice commanding is most of the way there, as shown by @WholeMars Blog. “Take me to (location).” actually autonomously parks upon arrival.

[@wisconsinfarmer4742]

"Grok" Homage to sci-fi author R Heinlein 70 years ago.

[@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.

[@hhal9000]

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

[@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 !

[@Crunch_dGH]

CoD is THE BEST, if you’re limited on time to follow things Tesla! 2nd guess Elon on your own (portfolio’s) risk. Stanford students’ ride hailing Cybercabs will signal the dam break. FSD V13 voice commanding is most of the way there, as shown by @WholeMars Blog. “Take me to (location).” actually autonomously parks upon arrival. Multifunction joystick more compact for “transitional” models. Best parts are fewer parts.

[@SparkySho]

Ha for realness prevails

[@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

[@Crunch_dGH]

CoD is THE BEST, if you’re limited on time to follow things Tesla! 2nd guess Elon on your own (portfolio’s) risk. Stanford students’ ride hailing Cybercabs will signal the dam break. FSD V13 voice commanding is most of the way there, as shown by @WholeMars Blog. “Take me to (location).” actually autonomously parks upon arrival. Multifunction joystick more compact for “transitional” models. Best parts are fewer parts.

[@catbert7]

@@rogerfroud300 You do know Waymo has been operating robotaxis for years, despite them making mistakes? Your premise is plainly false. You do not have to solve every edge case to have a robotaxi.

[@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!!

[@TeNgaere]

😅

[@jkj420]

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

[@jonp4846]

KZbin has become a cesspool.

[@TeNgaere]

I think I can descern scam comments myself without the help of some sort of expert moderation

[@TeNgaere]

​@@jonp4846if you believe that then what are you doing here.

[@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.

[@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.

[@MrFoxRobert]

Thank you!

[@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

[@stevenlhitchcock]

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

[@SparkySho]

Quality

[@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.

[@michaelholmes8848]

🤡

[@SparkySho]

That’s gd hilarious wafj

[@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....

[@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.

[@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

[@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

[@Crunch_dGH]

CoD is THE BEST, if you’re limited on time to follow things Tesla! 2nd guess Elon on your own (portfolio’s) risk. Stanford students’ ride hailing Cybercabs will signal the dam break. FSD V13 voice commanding is most of the way there, as shown by @WholeMars Blog. “Take me to (location).” actually autonomously parks upon arrival. Multifunction joystick more compact for “transitional” models. Best parts are fewer parts. ALL Tesla ADS will be joystick teleoperated, just like Waymo, but proportionately decreasing as intervention distances increase (which are orders of magnitude greater, when you’re not geographically nor roadways restricted).

[@c.raysporleder648]

Will auto insurance companies give discounts if you have TSLA full self driving?

[@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.

[@BH195829]

100% correct 👍 👍👍

[@SparkySho]

Im not smart enough to call him wrong

[@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.

[@tonyhaley7946]

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

[@keithdoherty1111]

What about inclement weather for full self driving? I live in Canada and while I believe in FSD in good conditions, driving in a snow storm is totally different. And it is never mentioned.

[@jimcolleran1804]

I am unclear what the source is for the improvements in FSD. Can you identify that source? Thanks

[@JoshWest247]

Yep that’s me at 1:37 👋 Great video, brother! Exciting times are here!!

[@Joe44944]

Awesome! Happy new year to you and your community!

[@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

[@davidfrankel9267]

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

[@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?

[@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.

[@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.

[@jackbn9353]

How does the latest version do in a major snowstorm?

[@ineumeyer]

Always amazing. Thank you. 👍🏼👍🏼

[@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

[@Wassimmou]

I asked ChatGPT to explain road to choam. And the answer contained a link to your video 😂

[@ConnectingODots]

Wow, Thanks!

[@maxflight777]

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

[@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

[@wisconsinfarmer4742]

Soon he will begin to explore roads that charge your car as you drive, via induction.

[@locpham707]

Love your show. Thank You

[@bills6946]

This time next year, investors will be saying, “Tesla @$430 was cheap. I wish I bought some last year. I sure missed the huge run up”

[@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

[@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.

[@adamdarklord]

27:40 they won’t be adding a steering wheel or pedals. I understand what you’re saying but it won’t happen

[@wplaat]

great video.

[@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?

[@feedvid]

Great video! Thanks. 👍 These are exciting times.

[@toddmarshall7573]

FSD would be easier to apply to air traffic than ground traffic. And if the "commerce clause" has any reason to exist, this is it. And eliminate all the other abuses allowed through that clause.

[@mikemccoy04]

BRAVO!!🎉 What an incredible deep dive analysis! One of the best! Saving for later. I've been following you for a while, and this one video is making me want to join and support your efforts. Keep it up!

[@jfarlandutube]

Excellent information.

[@frodekleppe3884]

❤I agree with you. I also think there will be a smaller 10 seat robovan. 😅

[@SparkySho]

That’s a great entirety possible idea

[@sudeeptaghosh]

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

[@davidOsborne-s9i]

Many thanks, great video

[@TeNgaere]

You are so correct. My two Teslas with FSD 12.5.3.4 are already driving me everywhere around town without ever touching the wheel except to drive out of my garage and park at my destination. Once I get 13.2 ( before Christmas or year end I hope) the need to ever touch my steering wheel will be gone. I can't wait. I am a true believer in a totally autonomous driving future.😅😅😅😅🎉

[@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.

[@dannyleung2796]

I think Elon Musk's goal is for Optimus to learn FSD so that it can drive any car, not just a Telsa, and not only an EV but also an ICE car or truck.

[@wayofflow955]

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

[@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.

[@MicahBratt]

Great breakdown

[@brianstanfill2114]

Fantastic work!

[@Beet--Juices]

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

[@hoffmantnt]

What about the less expensive models that will be produced on the existing lines?

[@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?

[@Nunya-lz9ey]

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

[@JohnSmith-x3y8h]

Where’s he been wrong? Be specific.

[@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. 💎🤲📈😁

[@catbert7]

“Connect some dots no one else has” (Other than a hundred Tesla podcasts and tens of millions of investors). 14:55: TRUE BROTHER! 34:00: Naw, they wouldn’t need to dismiss safety drivers, they would just transition them to remote safety drivers, which will be needed for the foreseeable future.

[@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 😃

[@ryan97875]

Your best video yet. Thank you.

[@ConnectingODots]

Glad you enjoyed it

[@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.

[@frodekleppe3884]

❤fantastisk flott informasjon

[@OverlandTravelAdventures]

Cybercab will be Cybercab. All other Tesla cars have steering wheels and pedals.

[@Dogman3690]

Cyber cabs will have tele operators (remote)over seeing there operations for the first few months of activation.

[@egs2169]

The timeline is always the key variable.

[@jamescurtis9267]

Tesla should self insure fully autonomous cars. They can include Insurance as part of the price for FSD Taxi. Who can argue with that kind of confidence.

[@ou812grn]

Awesome video! Thank you.

[@geomacaulay]

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

[@theadventuresofred19]

That model 2 looks better than most of the SUVs you see on the road. It would be quite pleasant to drive one, but I suppose we'll be destined to be just become passengers. Elon could simply add a steering wheel and pedals and call it the "driver option", charge more for it but disconnect any driver data input from the software to avoid corruption/degradation. Some of us want to drive.

[@arielbecke]

Randy Kirk looks like Anthony Hopkins 😄

[@jonnytech_]

Really great video like the effort put into conveying info

[@toddmarshall7573]

When robo cabs can optionally be a pickup style and wait time (i.e. demurrage on job site ) is free, I'll engage the market. My need could actually be met even better with a trailer hitch/high ground clearance option. Range would not be an issue as I could unhitch/rehitch to a fully charged "tractor" as necessary... faster than recharging.

[@danmills4368]

Great video! I’m more excited than ever.

[@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.

[@sopiagotim]

No steering wheel ALSO makes the car SAFER!!

[@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

[@davidfenwick987]

Great video. Is half an order of magnitude a factor of 10^0.5 rather than 10/2? so 19 rather than 12 seconds per car? Still very high frequency though 😊 Thank you.

[@ConnectingODots]

Half an order of magnitude is just 10/2, but going from 5x to 10x is 2.5 times faster than going from 1x to 5x. The straight line on the log scale graph only needs a 2x to get from 5x to 10x

[@trampfossil]

Tesla vehicles have USB ports they could always plug in a joy stick and manually controll steering, breaks, and acceleration in an emergency ...if Tesla ads an emergency program to the vehicle that is only used in emergency situations.to move the vehicle out of the highway etc...

[@FutureIsBetterThanThe80s]

How did you prepare financially?

[@r1oaktree461]

So when do we get to see a superdriver at le mans or formula 1 racing ?

[@wisconsinfarmer4742]

Investing in Tesla is like a stand alone BerkshireHathaway 30 years ago. He keeps pushing worldwide industry into the future.

[@jnicevs557]

Safety self driving

[@stephbreizh]

The end game for Tesla is to become the industry standard in autonomous driving by licensing the technology to other car manufacturers worldwide.

[@SparkySho]

Free fully autonomous driving W/a steering wheel or w/o

[@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. 🚀

[@MysteriousSoulreaper]

My problem with Tesla is that it often runs counter to what the average consumer actually wants. Your average consumer just wants a reliable, barebones vehicle with a great fuel economy (ICE or EV is frankly irrelevant in that respect). We don't need fancy multimedia packages or pop out handles or 360 cameras and anti nuclear war filters. Just cut everything non-essential and give us a car for Maximum $15k. Do that and then Tesla will have cornered the car market. My other problem with Tesla is that it doesn't test cars in a NY or Minnesota Winter. Be able to handle the snow and then we'll talk about self-driving cabs. Enough with the tests in Texas and Arizona. That's like playing on easy-mode.

[@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.

[@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.

[@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.

[@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.