Tesla Q4 Highlights - Part I

[@LJ-jq8og]

GREAT to see you back speaking to your loyal (!) OG "peasant" (non-patreon) followers 😊 Excellent Video.

[@WarrenRedlich]

I make very little money on KZbin lately. I am trying to increase paying supporters. Of course if the stock goes up, the social media revenue doesn’t matter.

[@LJ-jq8og]

@ 👍

[@MandeepSingh-to7qi]

Do you know ? Can we custmisised tesla bot looks female body/male body????

[@michaellatta]

I have not touched the wheel for months other than parking nose in or driving into/out of or gated garage.

[@fourteenfour1]

The idea that our cars will be able to be put to work when we are not using them ourselves only works if Tesla provides insurance which makes it worthwhile because most if not all insurance companies won't accept the risk without increased premiums.

[@WarrenRedlich]

Tesla will be liable for any accidents if Tesla software is driving the car and causes the accident.

[@Tryagain205]

We do know of at least two of the vehicles that will be made; Robo Taxi and Robovan. “The Robovan seats up to 20 and can also transport goods“ -Elon Musk

[@WarrenRedlich]

Cybercab aka robotaxi is not until 2026. Robovan appears to be later than that.

[@DarenYoong]

Great analysis on Q4 earnings, Warren! Excited to see you in KL soon!

[@WarrenRedlich]

Thanks Daren! See you

[@JD-kk6cl]

Brilliant about your comments on the S and X!

[@WarrenRedlich]

Thank you

[@GR-qx4sl]

I have been driving FSD since 2018 - the newest version is truly amazing !!!

[@lemongavine]

“Driving FSD” is an oxymoron

[@frankbarnes9936]

Always like your analysis. To the point and not a lot of sidetracking dialogue.

[@caldodge]

As an Elon fan and a Tesla stockholder, I'm glad Tesla is doing well. I ignore the sales figures for Norway, because there gas taxes are insanely high, and so are EV subsidies.

[@BintaDiop-v3t]

Hello tesla le meilleur qualité du.technologie avc elon musk le.roi de la technologie mon frère

[@markplott4820]

Warren - Robotaxi is not just a one off vehicle, its a platform for the next gen vehicles.

[@WarrenRedlich]

Agreed

[@beanice9238]

I agree about the Model S...BUT....what a beautiful car!

[@markplott4820]

hi, beanice 🐝, how are you ?

[@beanice9238]

@@markplott4820 Hi Mark...Im doing good actually, thx for inquiring...how have you been since the surgery? I think about you often and hope you are doing well😊

[@markplott4820]

​@@beanice9238- it was only same day procedure, thanks for asking. I am feeling great.❤

[@WarrenRedlich]

Good to hear mark

[@DatDude923]

Hey Warren, I haven’t seen one of your videos in a while. I didn’t realize you were in Thailand. 😊 I don’t know if you do this, but you said something about your call option at $500 a share expiring at the end of the year. And making you somewhere in the ballpark of 200,000. That’s freaking phenomenal. I have a quick question. Could you sell that option once it hits 500? And could you sell it if it hits 450? What would be the numbers on those two?

[@WarrenRedlich]

It's $550/share in December Yes, you can sell an option along the way even if it's below the strike price That option is currently up about 150% but I'm holding for now

[@clnelson321]

If the CyberCab is going to be sold to the public, it absolutely must have a NACS charging port.

[@WarrenRedlich]

Why?

[@clnelson321]

@@WarrenRedlich Where are you supposed to charge it? Are you going to have to buy another charger for home or have to take it with you when you travel? No thanks.

[@lemongavine]

@@clnelson321maybe they will sell a wireless pad that will fit in the trunk and have a NACS port on it so you can still charge wirelessly at public stations? Would be cool if it worked from within the trunk so you wouldn’t have to even take it out.

[@wayofflow955]

They are releasing 1 version of fsd about 1.5 months per version. So fall is about fsd version 19.

[@WarrenRedlich]

I don’t think that’s accurate.

[@dealerovski82]

Hey Warren. H Have you heard anything on tesla energy expanding in europe? Most countries here including norway sweden cant buy tesla roof or powerwalls. We have good subsidies 50% but no tesla available option :(

[@markplott4820]

Megapack opened on CHYNA, = export hub.

[@WarrenRedlich]

Never heard of this problem. Pretty sure Powerwall is in the UK.

[@dealerovski82]

@ We also dont have the cybertruck

[@markplott4820]

@ - Cybertruck NOW selling in NORWAY = EU.

[@markplott4820]

Warren - Tesla likely will dump model s/x for more affordable vehicles, making performance model 3/Y luxury vehicles. and adding Cyber SUV later. 3 row, 8 seat. the focus will be on Robotaxi platform, that will include more affordable vehicles, 3 row 7 seat.

[@WarrenRedlich]

I don’t think cyber suv is coming. We will see.

[@lemongavine]

There’s a new Chinese EV (Zeeker) that charges at 5.5C. Out of Spec just did a video on it. 10 to 80% in circa 9 minutes. 0 to 100% in circa 19 minutes

[@WarrenRedlich]

I saw it at the Bangkok Auto Show What volume are they selling? What compromises did they make to get there?

[@lemongavine]

@@WarrenRedlich Right. Not sure. The battery longevity is questionable. I understand that it nerfs the speed after x-amount of total DCFC sessions but still very fast ever after the nerfing.

[@djblog112]

Why not make a CyberSUV out of regular steel? Still a possibility and would bring costs down

[@WarrenRedlich]

What’s regular steel?

[@djblog112]

The steel they use for EVERY OTHER CAR they make

[@kevonslims7269]

If Tesla wants to increase earnings sales and profits they need a full time competent CEO.

[@WarrenRedlich]

Tesla has never had a full time CEO. As for competence, who do you suggest - Mary Barra?

[@markplott4820]

Warren - CHYNA lacks the super bottle, octovalve, and super manifold 2.

[@WarrenRedlich]

Really?

[@WarrenRedlich]

Are you talking about tesla China or other Chinese EVs?

[@markplott4820]

@ - Domestic China oems.

[@psdaengr911]

Are there two copies of the same video within this 30 minutes? I'd swear I heard everything twice - repeated verbatim.

[@WarrenRedlich]

I don't think so.

[@WarrenRedlich]

Guessing you're making a joke?

[@elromolus5310]

I think you misunderstood the 3 million cars. They say they can reach 3 million capacity with their existing lines, but that would mean they needed the full capacity from day 1 of the year. The new models only start ramping by mid 2025 and Q1 will be very low production due to global model y shutdown. So i think 20-30% growth is the absolute maximum this year, nowhere near 3 million cars in 2025.

[@WarrenRedlich]

I think you're correct but I'm not sure.

[@markplott4820]

Warren - hint, CHYNA cant make bespoke body w/ built in safety. they need too many add on parts for compliance safety, as seen in hoist reviews & teardowns.

[@WarrenRedlich]

Not sure what you mean Mark

[@markplott4820]

@@WarrenRedlich - Chinese oems need to add on parts to body to PASS crash tests in Chyna & EU. as evidenced by Hoist Reviews by MUNRO & Autoline.

[@RussKarlberg]

Let's hope... I have also been loading up on calls, especially 2027 at 780...

[@WarrenRedlich]

I have a variety of strike prices in January 2027 from 630 into the 800s

[@RussKarlberg]

@@WarrenRedlich Yeah, I think that is the way to go, should pay off very nicely...

[@davedowling1753]

400 a share now

[@toma.2156]

Warren you promised us 3-4 years ago, Tesla car sales of 4-5 million units in 25??? What the heck...not even half I guess

[@WarrenRedlich]

Promised? Vehicle sales growth stalled for a variety of reasons. The global car market changed. Many car makers are in deep distress. High interest rates in the US are a problem. Tesla pivoted to focus on AI and so they have invested in AI rather than new factories. I think they made the right call.

[@toma.2156]

@WarrenRedlich lets just hope that fsd finally will be here in June. Elon has said this for at least 6 years now and if it is postponed again I think trust in the guy will seriously deteriorate. Right now the only facts are falling car sales and many promises. 🙏🙏

[@LJ-jq8og]

SO funny how "Haters" say ELON💪❤ hurting Tesla brand... Will. they lie and say that when he is the first TRILLIONAIRE too ⁉ 🤣

[@WillCincy]

Tesla may grow a lot but that could happen with or without Elon

[@mattsparks5957]

Of course they will lie

[@WarrenRedlich]

Yes. They will lie more.

[@LJ-jq8og]

@ 💯

[@ZaphodTube]

@@WarrenRedlichevery year 10x more 😂

[@mylimomelbourne4757]

Do you have a TV licence in Thailand Warren . A TV Licence costs £169.50 (£57 for black and white TV sets) for both homes and businesses. TV license is mandatory in the UK including Netflix and KZbin downloads, data suggests there are around 29.9 million homes in the UK that equates to $7.8 billions Australia dollars in revenue, not bad for the b.b.c and receivers of there kickbacks, the b.b.c loves agent orange , we have a national broadcaster in Australia to and they really are the whole resource for the league being used against Tesla and agent orange.

[@WarrenRedlich]

I’m not aware of a TV license in Thailand.

[@karlschleifenbaum5793]

More than 3C is possible, look at the Zeekr Golden Battery

[@markplott4820]

Look at their battery meltdown & fires

[@WarrenRedlich]

I agree it’s possible. But so far it’s not high volume and we don’t understand the compromises. It might make sense to sacrifice battery life on LFP since they can last 2 million miles normally.

[@MandeepSingh-to7qi]

Do you know ? Can we custmisised tesla bot looks female body/male body????

[@mikafiltenborg7572]

June 🚖🚖🚖🚖🚖🚖🚖

[@MandeepSingh-to7qi]

Can we change da look of tesla bot as male and beautiful female?

[@kingcarlobossio7067]

Not mind blown cuzz since 2020 I've been saying batteries would be the massive crutch and massive crutch it is! They have to fix this and fast for the rest to actually happen. Not hating, being truthful. Tesla long here....

[@WarrenRedlich]

We don’t understand the battery issue yet

[@kingcarlobossio7067]

@WarrenRedlich Thats a big problem wouldn't you say? I personally think they figure this one out and it's the Klondike!

[@markplott4820]

Warren - hi, nice to see you. Regarding 3C charging. then why is it that Hyundai & others have faster charging than Typical Tesla vehicles ?

[@12user-u5h]

The answer is Robotaxi, that is autonomy. It renders other things useless.

[@WarrenRedlich]

The only faster charging I’ve seen is very small volume new Chinese EVs.

[@markplott4820]

@@WarrenRedlich - both out of spec & Tom Moloughney claim Hyundai & others w/ 800v packs , can charge Faster.

[@mattbarge]

Yes let go of Model S. M3 and M3 performance make S pointless

[@wendylee9082]

This year tesla is tanking and last Q 24 was WAY below what they claimed it would be. Hope you get paid well for this drivel

[@tomdrewenskus8167]

Yes, we are truly blessed to be able to buy more $TSLA shares at lower prices. I keep buying every time it drops another $10, and I am staying all in.

[@WarrenRedlich]

Some people are stuck on the idea that Tesla's future is selling a high volume of cars