Why We're Excited About Tesla's Future w/Farzad Mesbahi (Ep. 763)

  Рет қаралды 53,932

Dave Lee

Dave Lee

Күн бұрын

Will CyberCab be made of stainless steel? What do you think?
I talk with ‪@farzyness‬ (Farzad Mesbahi) about:
• Tesla shareholder meeting
• Elon 2018 compensation plan re-approval
• Texas redomestication of Tesla
• FSD
• 8/8
• Optimus humanoid robot
Farzad Mesbahi on KZbin: / @farzyness
Farzad Mesbahi on X (Twitter): x.com/farzyness
Social
🐦 Twitter / heydave7
🎧 Apple Podcast: podcasts.apple...
🎙️Spotify open.spotify.c...
📸 Instagram / heydave7
Dave Lee on Parenting, / @daveleeonlife7659
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
Check out my archived articles/posts on Tesla and investing: teslamotorsclu...
#Tesla #TSLA #Stocks

Пікірлер: 287
@johnmacri7440
@johnmacri7440 3 ай бұрын
Hope your wife is recovering Dave thank you for all you both do
@fpark101
@fpark101 3 ай бұрын
Dave is one of the people I trust and value for his opinions and views. I’m glad to see him sharing more about Tesla now.
@KJB123etc
@KJB123etc 3 ай бұрын
Need another James Douma interview soon please! 🙏
@perjohanohlsson
@perjohanohlsson 3 ай бұрын
An absolute must.
@Pikminiman
@Pikminiman 3 ай бұрын
Same. James is easily one of the most insightful contributors to this community.
@farzyness
@farzyness 3 ай бұрын
Thanks for having me! Always an awesome time talking with you!
@steveo1574
@steveo1574 3 ай бұрын
We love you Farzyyyy!!! Glad to have you on Dave Lee's channel
@rajeshramanathan8290
@rajeshramanathan8290 3 ай бұрын
@@steveo1574😊😊😊😊😊😊😊😊😊
@MarsOzzie
@MarsOzzie 3 ай бұрын
OG
@Cuda52774
@Cuda52774 3 ай бұрын
THE DREAM TEAM!! I need more of these two talking Tesla with each other!
@rwhirsch
@rwhirsch 3 ай бұрын
i can't believe both things passed overwhelmingly....it's so uplifting...now we forge ahead without anxiety.
@fractalelf7760
@fractalelf7760 3 ай бұрын
At least from the Elon faith perspective. The judge is under no requirement to lift the riscension on his pay.
@stueygewy
@stueygewy 3 ай бұрын
@@fractalelf7760 The judge's main reason for overturning it was a lack of clarity/disclosures in the original 2018 vote. Tesla went above and beyond to remedy these concerns in the 2024 re-vote. No chance the judge strikes it down again.
@rwhirsch
@rwhirsch 3 ай бұрын
@@stueygewy stranger things have happened but at least elon isn't going anywhere because tesla and the shareholders didn't screw him.
@MrEd2291
@MrEd2291 3 ай бұрын
I strongly agree. While the Delaware judge may still disapprove, the chances of being overruled by either the Delaware Supreme Court or federal courts is great because all of the objections were addressed and voted on.
@Viking7771
@Viking7771 3 ай бұрын
It doesn’t matter what the so called activist far left Biden puppet judge says anymore! Texas can draft a new package to be approved for the years past!
@Celestialrob
@Celestialrob 3 ай бұрын
It’s so good to have you back. So much talk about FSD and Optimus. I first invested in 2016 and bought an X in 2017. I invested because of the mission, then Elon and now these new things are a bonus.
@jeffmueller9422
@jeffmueller9422 3 ай бұрын
Dave, praying for a full recovery for your wife! Hope all is well my man! Thanks for the incredible content!!🙏🙏🙏🙏
@pv1762
@pv1762 3 ай бұрын
Thanks Farzad for mentioning Alexandra Merz in relation to the outcome of the vote. She played an important role. I appreciate her big time in the Tesla community.
@trevorcrandall3405
@trevorcrandall3405 3 ай бұрын
Dave, I didn’t realize you were at the shareholder meeting - would have definitely said hello and thanks for your content! Nice hearing your thoughts again on KZbin.
@scott5770
@scott5770 3 ай бұрын
Wow Dave! I’ve never seen such passion from you buddy…Love it!
@bobdyck8508
@bobdyck8508 3 ай бұрын
Great to see my two favourite Tesla guys together.
@loctobert9421
@loctobert9421 3 ай бұрын
Thank you Dave and Farzad, those YES votes brought a much needed win for a good causes (in trouble times like now), and unity among shareholders, so thank you and congratulations!
@arleneallen8809
@arleneallen8809 3 ай бұрын
I tend to agree with Munro on this. SS is expensive and heavy. Cyber is a look, not necessarily materials. Aluminum panels can be stamped with tooling that makes it look like the CT, and the tooling would be cheaper. I'm guessing the priority is cost and not aesthetics.
@BLAISEDAHL96
@BLAISEDAHL96 3 ай бұрын
We love Dave!!
@smithtimothy93
@smithtimothy93 3 ай бұрын
I wonder if the reason FSD works so well in SF is better map data. In Michigan V12 gets into lanes that are ending a lot and other seemingly simple issues with high level map data. I would think Tesla could use the fleet to maintain a real-time map and maybe they are in SF. Most of my disengagements are planning issue that are simple problems if it knew more about lanes. Even incorrect speed limits aren't getting fixed. The car sees the sign and corrects it but it has to do this every drive.
@privatename123
@privatename123 3 ай бұрын
Would love to see a debate regarding how much can simulations get you to FSD. Waabi’s CEO thinks it’s enuf; Musk doesn’t. Musk’s view is a core moat of TSLA’s value.
@moreliberty1
@moreliberty1 3 ай бұрын
I'm with Dave. I think the Cybercab will be stainless steel. Not only the name, but the reveal date of 8/8 is a reference to the 88 MPH stainless steel DeLorean used as a time machine in Back to the Future.
@williamwoo866
@williamwoo866 3 ай бұрын
Thanks guys. Dave great to see you again. Farzad your child will teach you so much. Enjoy. My Son has a child born on Jan 19, 2023. He try’s to talk but we talk baby language heeheee. I must be doing ok cause he has this huge smile.
@beachcrow
@beachcrow 3 ай бұрын
Agree CyberCab will be stainless steel. Makes much more sense for long term durability, especially for city use and marketing.
@pauljun9265
@pauljun9265 3 ай бұрын
Great interview!!
@JLizard
@JLizard 3 ай бұрын
Coolest Tesla interview of the year! Thanks Farzad and Dave Lee- the world is becoming a better place.
@normharper4492
@normharper4492 3 ай бұрын
Great work DL and between the 2 of you...every base is covered during this TESLA game of life. Cheers
@Mojo16011973
@Mojo16011973 3 ай бұрын
Thanks guys. I love both of your thoughts on where we are going as investors . Funny also watching Farzad being interviewed.
@ekbiker
@ekbiker 3 ай бұрын
Baidu said they are partnering with Tesla to rollout robo-taxi. I think this eases the data security concerns from the Chinese government and paves the way for wide adoption. Given the slow regulatory process in the U.S., I think China will have Tesla robotxi before the U.S.
@eeblatter
@eeblatter 3 ай бұрын
Cybercab Has got to be tough and durable as well as benign and approachable. That is a tough compromise to pull off. Stainless is good for no paint and dent resistance but it also should not pose as a visual threat to pedestrians and blend in somewhat so not to appear too dystopian. They will face a lot of resistance because by some who will see it as a threat as well as appreciation by those who don't want to use public transportation.
@allenaxp6259
@allenaxp6259 3 ай бұрын
How did the M3 LR suddenly qualify for the $7500 Credit? Did they change the batteries? Please someone answer this question!
@davidmarkmann6098
@davidmarkmann6098 3 ай бұрын
Yup
@robertdyer1235
@robertdyer1235 3 ай бұрын
There are no Tesla long range cars that utilize LFP batteries, so those cars have batteries manufactured in the US. Hence the tax credit is available.
@allenaxp6259
@allenaxp6259 3 ай бұрын
@@robertdyer1235 So why no $7500 Tax credit until this week for the M3 LR? My order that I placed for the M3 LR in April I was told no tax credit was available, Then a week before delivery of June 25 I received the tax credit. Also what batteries are in the M3 LR? Thanks for answering my question!
@mikenicholas7132
@mikenicholas7132 3 ай бұрын
Dave is back! 👍
@lloydlester8666
@lloydlester8666 3 ай бұрын
I believe the move to Delaware was a huge play, pressuring a reversal of the decision, showing that Delaware will lose massively when companies see this decision as how negatively this precedent could affect them. Does any Judge want this to be their Legacy?
@GabeGarboden
@GabeGarboden 3 ай бұрын
Hey Dave would love to hear your thoughts on xAI
@shunfangin7645
@shunfangin7645 3 ай бұрын
Some of the big funds changed their vote the last minute, could very well be that they were afraid investors will pull their money out from their fund if they vote No. This incidence made so many investors of funds realized they need to pay more attention including voting.
@theSILENCEinHELL
@theSILENCEinHELL 3 ай бұрын
How can Tesla deal with Taxi unions? I am thinking about somewhere like Germany, where many cities dont even allow Uber because the unions are so strong.
@kdungan100
@kdungan100 3 ай бұрын
It will definitely be a problem. However, in the long run, cities that keep the cost of living high will be less competitive with cities that keep costs low.
@williamellingsworth1643
@williamellingsworth1643 3 ай бұрын
I love that Dave is posting again. Missed his take on all things in the Muskonomy.
@kylejackson102
@kylejackson102 3 ай бұрын
These guys love all the promises from Elon. It gives them content to talk about. That’s it. Is Elon buy shares, are these “influencers” buying shares?
@Cruderacing
@Cruderacing 3 ай бұрын
appreciate your efforts, but really. Telling me the check is in the mail just doesn't work anymore after hearing it for two years
@natpainter8185
@natpainter8185 3 ай бұрын
rookie numbers...lol
@alancane1482
@alancane1482 3 ай бұрын
Two years is nothing
@visalus7
@visalus7 3 ай бұрын
So thankful you're back Dave. i continue to pray for you and your family. Thank you for all you're time.
@ronking8726
@ronking8726 3 ай бұрын
The lead is short because others will steal the knowledge. Just like Matthews the supplier on DBE. So sad. Wonderful conversation. Thank you
@BraDrum458
@BraDrum458 3 ай бұрын
On 12.4.1 - Assuming a fleet of 6 million and 10k miles driven per year, then 1 intervention per year is 16,438 interventions each day across the fleet. If 1% of those are safety critical, that’s still a large daily number for regulators to approve robotaxi. (Although, probably a much smaller number compared to human drivers). Makes me think that we may have to get to 100k miles + per intervention before robotaxi can scale
@whodatcatt
@whodatcatt 3 ай бұрын
SS is more expensive but you’ll want the body to last as long as the motor and the battery. That brings the per mile cost down which is pertinent for a rental.
@craigsanchez212
@craigsanchez212 3 ай бұрын
When I was using FSD in Phoenix, Az it worked very well
@billhollis3697
@billhollis3697 3 ай бұрын
Riders can have a profile such as temperature, seat heating/cooling, lumbar support setting, angle of seat back, leg room etc. Once profile is set then every ride is pre-configured and rider does not have to use the app for their requirement each time.
@tmaori
@tmaori 3 ай бұрын
Elon explicitly said current owners will be able to add their vehicles to robotaxi fleet when they want. He mentioned the Air BnB model. I don’t think he would have said this if it wasn’t part of the bigger plan. It would take time to build fleet of driverless robotaxis so having any Tesla owner able to add their car to the fleet would allow a more rapid growth of fleet and a “buffer” as the driverless fleet grows.
@Monkmindmatter
@Monkmindmatter 3 ай бұрын
Cybercab: great convo. Elon might try to bring some efficiency of scale by merging cybercab and Cybertruck parts and maybe assembly lines!
@hudsojt
@hudsojt 3 ай бұрын
Serious questions; Do you think the simultaneous development efforts of FSD and Optimus are a negative or a positive for reaching real-world physical autonomous AI? I think it is a significant positive benefit that no other company but Tesla can claim as assets. How close do you think we are to sharing our world with physical autonomous real-world AI? I think the moment is sneaking up on us and most people are totally oblivious to how close we are to this future. FSD (Supervised) 12.3.6 is amazing. If training is the answer for solving both FSD and Optimus autonomous real-world AI then we are watching it all unfold right before our eyes. My opinion is that with even a worst case of increased necessary training involving some backtracking we are within months of safe functioning FSD and Optimus real-world autonomous AI.
@elvinthalund5193
@elvinthalund5193 3 ай бұрын
The limiting factors for FSD and Optimus are different. For FSD it's NN capabilities and for Optimus it's hardware scalability. There are plenty of meaningful use cased for Optimus with current NN capabilities, so Optimus is a matter of hardware scalability. With that in mind we will see significant (measurable and projectable) impact to Tesla's P&L from AI within 3 years, latest 2027, but likely already in 2026.
@mattsenkow6986
@mattsenkow6986 3 ай бұрын
*It's an attack vector to allow human drivers to remotely control vehicles. A "terrorist" could destroy lives by piloting one disastrously* Waymo solved for the attack vector. Read their blog post on it "Fleet response: Lending a helpful hand to Waymo’s autonomously driven vehicles" They allow humans to only 'suggest' inputs to the vehicles, but in the end the vehicle makes the decision of whether or not to follow the instruction. Also, I think it's possible they will build the Cybercab on the existing Cybertruck line(s).
@jinsaitoda
@jinsaitoda 3 ай бұрын
THEY SAID IT WAS "CYBERESQUE" NOT A CYBER-CAB. SO THERE WILL BE DESIGN CUES THAT INCLUDE LARGE FLAT FACES OR THE STEEP ANGLE OF THE FRONT WINDSHIELD ETC.. BUT IT WON'T LOOK LIKE A MINI CYBER TRUCK, I THINK IT WILL BE IT'S OWN THING IN OF ITSELF AS IT LITERALLY IS SOMETHING WE HAVE NEVER SEEN ON EARTH BEFORE.
@shawnfraser4699
@shawnfraser4699 3 ай бұрын
I know you are both US based, but the roll out to the rest of the world is going to take a long time. In the UK we still run with the old autopilot stack (even though I got FSD with the car in 2019), so it does things like suddenly jerk the wheel to the left when passing a motorway junction while saying "keep right". A long way from FSD / robotaxis here ;)
@chrismoore3999
@chrismoore3999 3 ай бұрын
Can't wait to listen to this! Dave is back! Thanks Dave and Farzad
@tysonreed6169
@tysonreed6169 3 ай бұрын
If I can’t add my 2019 model 3 to the fleet, biggest class action lawsuit ever.
@DiseasedKodak
@DiseasedKodak 3 ай бұрын
Really glad to see you back Dave!
@BLAISEDAHL96
@BLAISEDAHL96 3 ай бұрын
Would love to see an investigation into Cruise’s Origin and where it went wrong. It was such a cool idea for a robotaxi, but just not the most scalable approach.
@jaykay1852
@jaykay1852 3 ай бұрын
One component of the robotaxi/cybercab that must be factored in is Optimus. He/she must travel alone to run errands, or may be required to accompany you on trips (as a companion and/or security.) So, will he/she automatically subsume/control the vehicle when it gets in (like R2D2?) It will have HW5 presumably and will it have neuralink to future proof the system? Lots to think through-but, regulators will limit release initially to one or to a few small city(ies). Accident liability is not a small or simple issue to address with a hand wave. Don’t get me wrong, I want this to succeed and believe Tesla will do it, but we need a video that breaks down all the issues in a deep dive with some open minded experts. Thanks for all you do.
@richardalexander5758
@richardalexander5758 3 ай бұрын
Bigger than the model 3 was the Chinese government cutting the red tape for Giga Shanghai late in 2019 when 30% of TSLA was sold short. Even then the stock price didn't take off until Tesla actually turned a profit.
@IndigenousEarthling101
@IndigenousEarthling101 3 ай бұрын
Institutionals should, at bare minimum, poll their constituents/members/clients before voting in accordance with poll results.
@AlainDoiron
@AlainDoiron 3 ай бұрын
Rob! Please take time with Rob next!!!!
@frostbittenarts
@frostbittenarts 3 ай бұрын
Thanks Dave and Farzad!! I voted and I'm so glad it went the way it did. Elon can breathe and be invigorated and the move is so super important as well. I love when Dave said '... this market is a vacuum, and Tesla is going to come in and suck it all up!' LOL. True!! Cybercabs, robotaxis, optimus robots... Hello, future.
@gansmaier3994
@gansmaier3994 3 ай бұрын
Why they should not add the current fleet? They could use inventory or lease cars that came back. The software is developed on that fleet so its obvious.
@cyberbull23
@cyberbull23 3 ай бұрын
We need to start talking about all these companies who have comple monopolies on the three legs of the AI triad: compute, algorithms, and data. I see TSLA, Apple, Google as leaders. I also see Palantir taking a stronghold on the algorithm side similar to how Nvidia has a hold on the hardware. compute side. Then let’s talk about who owns the picks and shovels-compute providers,
@tillwohlfarth6920
@tillwohlfarth6920 3 ай бұрын
Two of my favorite Tesla fanboys ❤
@nilishwar
@nilishwar 3 ай бұрын
Can somebody correct me if I misunderstood but I thought with Farzad's interview with Tasha Keeney Tasha said that they and them over there at Ark don't feel like optimus is going to add any improvement other than 1% to the cogs of Tesla?
@bmurphy666
@bmurphy666 3 ай бұрын
Also something I haven't heard spoken about & it might not be significant in terms of what robo taxis & robots will offer but robotaxis & the robots will be able to offer advertising for other companies on their cars & possibly on a digital display on the Humanoid Robots. This could add a little bit more to the bottom line.
@edh4204
@edh4204 3 ай бұрын
What if it's stainless steel but not the cold rolled 10x hardcore steel, maybe its a folded steel thats cheaper and easier to work with but still more sound than the fiberglass or whatever most oem's use
@imoldovann
@imoldovann 3 ай бұрын
38:20 I would disagree a bit. I think cyber does not emphasize the shape or looks as much as it does the functionality (as in computer controlled driving) and the fact that this is the next level of technology
@WhoIsCalli
@WhoIsCalli 3 ай бұрын
Fun chat guys
@jamesrina6988
@jamesrina6988 3 ай бұрын
CES in Jan will have the first robotaxi rides in the Tunnels in Vegas.
@MrSoloDev
@MrSoloDev 3 ай бұрын
I mean. Objectively, Dave have no choice to be positive about Tesla. You're invested to the tits on Tesla. And meanwhile, did you miss the Nvidia train ?
@divyv20
@divyv20 3 ай бұрын
Hey Dave , very good video . I can do better editing in your videos which can help you to get more engagement in your videos . Pls lmk what do you think ?
@Dirgecaller
@Dirgecaller 3 ай бұрын
quick thoughts - if you undercut uber/lyft by even a few bucks total per ride, you will slaughter them. - it won't matter what the car looks like or what the car is made of (assuming tesla owns them). if its something they sell to people like us, the looks will matter somewhat - all that matters is the price and experience - stainless steel is hard to bend. IF the cybercab used stainless steel, it would most likely need zero bends in it. this has to be something that they can push out very fast. we are talking one car off the line every 30 seconds. unless tesla is learning a ton about bending this stuff very quickly. I got the impression from one of the videos about CT and its steel, that it was a pretty big challenge. someone correct me on that?
@jondk
@jondk 3 ай бұрын
A simulation - better than they can make it now - might be a way to create training data. Could that be the way for a new competitor to Tesla? Image simulations 100 timers better than what we have now.
@Dirgecaller
@Dirgecaller 3 ай бұрын
optimus is in many ways easier than robotaxi. a mistake doesn't potentially kill someone or cause personal property damage. (or hospital bills) It doesn't have to be intelligent. it just has to be able to repeat tasks. the software upgradeable aspect of it makes it far easier to just start shipping a "good enough" version that will get smarter and more capable of time. For a home cleaning optimus, it doesn't even need to initially know where things go. I had cleaners for a while that came every other week. It was my job to put everything away and prep the house for cleaning. It was also my job to do the dishes. they didn't do any of that. That service was $230 per cleaning. start there and the bot doesn't even need to know where things go or what to do with some things. (trash or does it go in a drawer, or whatever). It just has to be able to dust, vacuum and wipe off surfaces. (my cleaning company was a chemical free company. just the power of silver embedded cleaning cloths and hot water) its mind boggling how amazing a bot would be like that. introduce more and more capabilities over time with software updates. now it will water all your plants and pick the weeds. hey it can do dishes now! etc. the sky is the freaking limit with that thing. they've done the immensely hard part already of making a bot that can walk and manipulate things. and it sounds like they are close to a final design for a saleable bot.
@xyking
@xyking 3 ай бұрын
I feel like FSD is memorizing what to do in any given situation, rather than being able to reason about it. Like a robot-chef would put the pizza in a broken oven, wait 10 minutes and then serve you a cold pizza.. Or lets say it's been snowing in California and FSD is driving next to a cliff. FSD would probably drive as if it got winter tires on, and not pay much attention to the cliff. It would just drive as if there is no cliff and it has winter tires on, which would be statistically correct according to its training, but super sketchy in this situation. I think the tail of edge cases would just be forever unless the AI understands the world much like we understand it.
@steveseeger
@steveseeger 3 ай бұрын
You don't need 1 to 1 remote driver always monitoring. You wait for the car to have an intervention, then there is a queue of remote drivers who take over when that happens and there is enough spare capacity of them to not wait.
@IndigenousEarthling101
@IndigenousEarthling101 3 ай бұрын
Dedicated regulatory compliant Robotaxi/CyberCab, built on NV9X modular assembly platform, probably won’t roll out widely, with Tesla assuming all liability, before Hardware/AI 5 and the additional fully optimized AI training datacenters to support it. My guesstimate is circa 2026-2027. I hope I’m wrong and they bring it to us earlier.
@skylerskyler2144
@skylerskyler2144 3 ай бұрын
Robotaxi won’t be fully scaled until AI5 is released and the software is generated. 12 months after AI5.
@CSNeoM4A1
@CSNeoM4A1 3 ай бұрын
App Store for the bot to do new tasks?
@ellichka08
@ellichka08 3 ай бұрын
There is unknown limiter. They still cannot make windshield wipers work at all just drove from Florida last week windshield while bars were going wild and I have the latest software if it’s impossible to make windshield wipers work it’s impossible to make the car drive.
@david-iam
@david-iam 3 ай бұрын
8-8 is such a significant date for Chinese. I wonder if they would surprise everyone and launch in China first. They can easily pay for a Chinese driver to supervise each of the initial robotaxi since cost of labor is much less there in China. It would explain the fsd news in China, some of the rumor partnership and Musk’s visit over there. Additionally, launching in China first would make the current unfriendly Tesla administration take note that the future that Tesla sees is already upon us. Not years from now.
@fredguild2520
@fredguild2520 3 ай бұрын
Farvad…. when you’re trying to talk to a guest quit saying ‘Man’ it makes you sound so uneducated….
@larrylotter7190
@larrylotter7190 3 ай бұрын
I think it would be possible to design a driving test(s) that both a really good human driver and FSD could be scored
@rob6053
@rob6053 3 ай бұрын
Was wondering when we’d see you again Dave missed your insite. Ps stage 4 met melanoma survivor here.. did zero chemo, use ivermectin & fenben (see joe tippen..on yt) No bad killer side effects at all and melts advanced and the most aggressive lesions.. when chemo does not and can kill you. hope you figured it out. Painless cure- that saved my life (friends melted grapefuit sz liver metast. Pancreatic & another gioblastoma after chemo did not work. 🙏🙏🙏👍
@AlexRicketson
@AlexRicketson 3 ай бұрын
My biggest concern with FSD isn't the software, it's the camera setup. I don't see how it could work in all scenarios without having cameras on the front and back bumpers pointed to the sides (like a hammer head shark). For example, let's say you're parked between two uhaul trucks and you need to get out of the parking space. Uhaul trucks are so big that there's no way you can see cross traffic as you pull out. A human driver would just pull out slowly and hope for the best, but that's still risking someone hitting you as you pull out. But if there were cameras on the bumpers the car could pull out a couple inches and be able to clearly see any traffic. The current Tesla camera setup is positioned at the middle of the vehicle where the driver sits, and it seems like a major flaw and limitation for visibility. FSD should aim for perfection, because the public is going to hold Tesla to that standard for safety whether it's reasonable or not. Why not add more cameras to the bumpers for improved safety? Heck, they could even add a camera underneath the car so that the car can check for small children or pets that may be playing or hiding. I can already imagine the headlines saying a child's death was avoidable if only the car had cameras that could see the child hiding underneath. FSD has the potential to be exponentially safer than a human, but to achieve that Tesla HAS to eliminate all of these blind spots.
@kennyg1358
@kennyg1358 3 ай бұрын
It won't be very long before all cars on the road are networked and can share data and fill in each other's blind spots.
@hobbies222
@hobbies222 3 ай бұрын
Elon musk is the best
@BrunoHeggli-zp3nl
@BrunoHeggli-zp3nl 3 ай бұрын
Hes just a bullshitter!
@tapuzak
@tapuzak 3 ай бұрын
@@BrunoHeggli-zp3nlyeah he never created any value. Never landed a reuseable rocket, never turned the fossil fuel industry upside down, never made any progress with neuralink, and will never save any lives with FSD!
@MarsOzzie
@MarsOzzie 3 ай бұрын
The pilot will be model y. Unless they pull a rabbit oit of the hat. Like the area of giga factory thats fenced off when they had cyber truck tour. Either its robotaxi line or optimus line ot both
@tapuzak
@tapuzak 3 ай бұрын
Cyber=steel. 100% Dave. This is going to be the most abused, keyed, controversial vehicle in history of mankind. It has to be dent proof scratch proof rust proof, stainless steel.
@OurTeslaFuture
@OurTeslaFuture 3 ай бұрын
By saving money by not painting each cyber cab, local fleet operators can brand their vehicles using a wrap that advertises their services. Why paint something that will be covered over with billboard advertisements immediately?
@tonytong.bayarea
@tonytong.bayarea 3 ай бұрын
I'm confused why there isn't more focus on getting FSD fully ramped to all Tesla drivers BEFORE all the robotaxi discussion. It makes logical sense that FSD should be operational and proven to all Tesla drivers for a period of time (say 6 months to a year) before robotaxi's are launched to the public. Feels like we're putting the cart before the horse.
@salsej
@salsej 3 ай бұрын
The effect of Tesla's Robo Taxi when introduced will have the same result as The Battle of the Ironclads (Battle of the Monitor and Merrimack). Instantly rendering all other Country Fleets.. with wooden ships inferior. Uber/Lyft will experience the same affect of the ride hailing service from Tesla.
@Policy-Perspective
@Policy-Perspective 3 ай бұрын
The Tesla community GOATs, lets go!
@TheRaizerx
@TheRaizerx 3 ай бұрын
Unlike 2017/19 - model 3, when this was a manufacturing problem ie batteries, charging, manufacturing at scale etc. FSD is a different beast, TSLA has to get this to work flawlessly and better than humans and take on liability on a fundamentally new technology stack with human lives at stake if they don’t. On m3/y you could calculate what was required to get to scale and profitability. With FSD everyone assumes it will scale and get better and eventually surpass humans. No one knows if this is true. Yet. Maybe it is but that is an assumption.
@archamusdk1273
@archamusdk1273 3 ай бұрын
you know when dave lee is back something is up with tesla hehe its gonna pop all of a sudden could be in 4 years maybe 10 years. but pop it will
@CyberTankMan
@CyberTankMan 3 ай бұрын
👍
@matthelfer7394
@matthelfer7394 3 ай бұрын
Why is no one talking about Hardware 5? Designed with both Optimus and your car in mind! With HW5, your car gets its own personality, it's not just any personality, it's a Grok-level personality!
@jesssantiago1
@jesssantiago1 3 ай бұрын
Cathie’s track record has been BAD. Her investment horizon is 5 years. Her flagship ETF that is Ark Innovation ETF (ARKK) has returned negative 3.17% over the past 5 years while the S&P500 is up 88% and Nasdaq is up 124% over the same 5 year period.
@gregoire2411
@gregoire2411 3 ай бұрын
She has been right in the past. Perhaps the only one.
@Richard-eg6fw
@Richard-eg6fw 3 ай бұрын
This turns into a Tesla echo chamber. You guys should talk about the potential risks. Make it credible and balanced discussion. I own Tesla stocks.
@importon
@importon 3 ай бұрын
any remaining credibility is shot now that you've given this guy the time of day
@IndigenousEarthling101
@IndigenousEarthling101 3 ай бұрын
Sometime in 2025 Elon will likely be traveling via Robotaxi/CyberCab, and Optimus robots will likely be doing Tesla factory work. Sometime in 2030 people in most cities will likely have the option to travel via Robotaxi/CyberCab, and Optimus robots will likely be working in many factories and warehouses. Sometime in 2035 most people will likely travel via Robotaxi/CyberCab, and Optimus robots will likely be working in homes, offices, hospitals, schools, security, and many other jobs.
@robertsnyder6982
@robertsnyder6982 3 ай бұрын
I think they will test robotaxi without passengers first. Why not? just drive those puppies around without passengers. If it works it works. Just a thought
@gjc9801
@gjc9801 3 ай бұрын
I got that wrong that was you 3 Tasha, Hans and Farzad
@kenvaux1
@kenvaux1 3 ай бұрын
Personally owned teslas being operated as robo taxi’s will have to carry liability insurance by Tesla. That will be a difficult thing to do in BC Canada as ICBC requires all vehicles carry basic ICBC liability insurance and provide a name of the principal driver. They will fight the loss of that revenue.
@TN-jb4jk
@TN-jb4jk 3 ай бұрын
Corruption by insurance lobbies in the U.S. and Canada runs deep. The grass is not greener on the other side.
Watermelon magic box! #shorts by Leisi Crazy
00:20
Leisi Crazy
Рет қаралды 8 МЛН
规则,在门里生存,出来~死亡
00:33
落魄的王子
Рет қаралды 14 МЛН
CrowdStrike executive testifies on global outage
2:31:21
Yahoo Finance
Рет қаралды 2,4 М.
PCE Day | Bloomberg Surveillance | September 27, 2024
2:48:47
Bloomberg Television
Рет қаралды 3 М.
Elon Musk’s PREDICTIONS Just Left Audience SPEECHLESS!!
37:56
Senate hearing to examine Ozempic and Wegovy prices
2:31:11
Yahoo Finance
Рет қаралды 3,6 М.
Why Is Nobody Talking About This?
50:08
Asmongold TV
Рет қаралды 1 МЛН
Watermelon magic box! #shorts by Leisi Crazy
00:20
Leisi Crazy
Рет қаралды 8 МЛН