Government vs. Tesla...and Everyone / Wall Street Models Robotaxis / EV Charging Being Solved ⚡️
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===================================
00:00 - Potholes
00:44 - Features
1:28 - Referral Program
1:48 - Cybertruck
2:42 - Model 3 Ludicrous
4:05 - Wall Street on TSLA Pt. 1
7:25 - EU SuC
7:39 - Landmark BESS Milestone
8:36 - EV Charging
9:31 - Government Snubs Tesla
11:02 - Redwood
13:02 - Baron on Model 2
14:10 - Hyundai Partnership
14:29 - EV Discounts
15:30 - EPA Sued
16:10 - Mexico FTA
17:20 - GM Energy
18:07 - Mercedes UAW
18:29 - Wall St. on TSLA Pt. 2
19:34 - Elon's New Role at Tesla
20:46 - TSLA Stock Today
===================================
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#TeslaNews #TeslaStock #TSLAStockToday
@DillonLoomis22 13 днів тому
Our "part time CEO" seems to be trending toward being more active in Tesla again! Lol
@FrunkensteinVonZipperneck 13 днів тому
Now Samestream Media heads will complain he's at Tesla too much!
@darylfortney8081 13 днів тому
He wants shareholders to vote back in his compensation package
@craighermle7727 12 днів тому
I also know I'll be voting against his 56,000,000,000 payday. I'm not his Paypal, let him eat the $40,000,000,000 he was forced into paying for Twitter. The stock is down $93/share since 01/02/24. Maybe it's time for a bit of a high-level reorg.
@Crunch_dGH 12 днів тому
@@craighermle7727Sez the clueless who should have jumped ship, long ago. Plez don't buy the dips!
@yourcrazybear 12 днів тому
@@craighermle7727 "I also know I'll be voting against his 56,000,000,000 payday. I'm not his Paypal, let him eat the $40,000,000,000 he was forced into paying for Twitter. " That's a silly claim. What Elon does with his own money is none of your business. However Elon deserves to get paid for the work he have done at Tesla. That payment was the compensation package that the stupid judge revoked despite the shareholder decision to award him this package. "The stock is down $93/share since 01/02/24. Maybe it's time for a bit of a high-level reorg." The macro environment and the fact that Tesla is between growth stages does have a downward pressure on the stock. So what? Invest for the long term.
@CharlesLeonard-tg9sz 12 днів тому
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
@JeanDuong-yc3xv 12 днів тому
The stock market can appear as a bewildering cauldron of fake news for new investors. I would advise using a CFP, giving him/her 2/3, and then investing the 1/3 on your own, but only if you have time to track stocks and educate yourself.
@kalenebarinaenwi2417 12 днів тому
@@JeanDuong-yc3xv True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit a 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
@JamesBarnes-rz8yr 12 днів тому
@@kalenebarinaenwi2417 Congrats! The market to me is like a lucrative chess game, incredibly difficult to outperform, it's all about understanding how the world moves, its history, and psychology... mind disclosing info about your CFP? I'm quite curious.
@kalenebarinaenwi2417 12 днів тому
@@JamesBarnes-rz8yr She goes by the name ‘Victoria Carmen Santaella’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finances, but so glad I did.
@JamesBarnes-rz8yr 12 днів тому
@@kalenebarinaenwi2417 I feel thrilled about this, curiously inputted Victoria Carmen Santaella on the web, and spotted her consulting page ranked top. I've seen commentaries about advisors but not one looks this phenomenal.
@Matzes 13 днів тому
German MSM headline today: :musk DEMANDS billion dollar bonus package while laying off alot of his employees" Makes my bloos boil how disingenuous those headlines are
@Endymion. 13 днів тому
Person demands salary … literally what it is but headlines love click bait
@Matzes 13 днів тому
@Endymion. Well, I don't think that's a fair headline. They make it sound like "greedy rich billionaire fires employees to get even more rich", when in fact, they leave out that his compensation package was cancelled so effectively he hasn't been paid at all for 6 years of insane work. And he doesn't get paid in dollars anyway, but in shares, which is fundamentally different. Obviously elon is more interested in the voting power the shares give him, not the dollars.
@engkino 12 днів тому
If the German continues to listen to their lying msm, they would likely not have an economy or country that they would like
@markthomas7279 12 днів тому
Scurrilous!!
@coolco1619 12 днів тому
Bad choice to build gigafactory in Germany in the first place, just like in China. Too many resistance from German ICE manufacturers. Then China, the " copy land" and untrustworthy government.
@tonymonastiere8510 13 днів тому
Driving the Cyber truck is an amazing experience. Everyone looks, records, gives thumbs up, ask what is it, run up on you for a closer look, all smiles when near it and many more. Lots of peeps don't know what it is. I can tell you that, it's the most amazing piece of engineering on the planet! Good luck catching up to this one! 😂😂😂! 💯🗽🇺🇸
@conradseelye5306 12 днів тому
I saw the CT for the first time last Saturday on the freeway in Seattle. All black. All cool to see.
@Crunch_dGH 12 днів тому
Just watch 4+ hours of Munro teardown videos, to see the real engineering magic!
@sparkysho-ze7nm 12 днів тому
Good luck indeed THEYRE gonna need it
@sya2546 9 днів тому
한국에서도 사이버트럭을 보고싶어 하는 사람들이 많아요😊
@samuelwilliams7331 13 днів тому
Hydrogen is so dumb. Has anyone looked up the price of 1kg of hydrogen?
@user-nf4st5kn6l 12 днів тому
Not only the price. The inefficiency is legendary 😂
@KC-uw6ph 12 днів тому
Don’t forget infrastructure is expensive as well. 😂
@viktorianas 12 днів тому
Your comment is dumb, price can be significantly reduced with more adoption and especially using surplus of wind, hydro power at night. Yet hydrogen has much more difficult inherent problems, but price is by far NOT the most important at this stage.
@sparkysho-ze7nm 12 днів тому
It blows tf up
@samuelwilliams7331 11 днів тому
@@viktorianas If you have so much extra electricity that you make hydrogen cheap then the price of electricity will be close to zero. The price of a product inherently includes the cost of production. Since electricity is an input of the hydrogen you will never make hydrogen cheaper than electricity. I stand by my statement. The price is and will always be too high.
@tvhkennedy1 13 днів тому
if they do cancel the model 2 - it will hurt the stock really bad
@Endymion. 13 днів тому
Thus why they haven’t said that even if true . I think it has just taken the back seat Elon even said so himself when he said they are going hard at robo Tesla .
@tvhkennedy1 12 днів тому
@@Endymion. he can go as hard on anything he so desires - does not change the fact that the 25k car will be such a massive seller
@yourcrazybear 12 днів тому
"if they do cancel the model 2 - it will hurt the stock really bad" It's probably just delayed in the worst case. It's an important car segment for increasing your customer software customer base.
@claytonslade2366 12 днів тому
"Why would they use 25m for the installed base?" 1: They may thinking robotaxi is many years away 2: They may be thinking Tesla will license the tech to other carmakers.
@Cybertruck1000 12 днів тому
I imagine Elon has switched his magnification on Tesla up 10x and he's going to be super focused. He operates best when people tell him "no" or "it's not possible".
@greghelton4668 12 днів тому
His track record says otherwise.
@craighermle7727 12 днів тому
His best people don't matter imeithouy regulatory approval.
@MyUniversalUniversity 12 днів тому
@@greghelton4668 what track record is that??????
@greghelton4668 12 днів тому
@@MyUniversalUniversity you should know if you took your mental blinders off. Roadster, FSD, dry Cathode batteries, the semi, solar roof tiles, dojo to name a few. The robot is a waste of resources. The biggest mistake will be the delay in a $25k car. I personally am very concerned about Musk betting the farm at our expense.
@DillonLoomis22 13 днів тому
EDIT: at 4:45 i left out times 365 to get the annual figure in the chart when explaining the calculation!
@ceesheemskerk2397 12 днів тому
Maybe another way to fill someones pocketbook
@DanStreiffert 12 днів тому
While driving my m3 in Eastern Oregon last week the FSD slowed down for flying ducks and Vultures. A real surprise!
@rogerfroud300 12 днів тому
Is it just me that things the figures for Robotaxi use are pure fantasy? Sure, existing Taxis will eventually be replaced by them, and maybe they will be cheaper in the long run, enough to have more of them. However, people buy cars for their own use. There's no use model that make a Robotaxi magically appear when you decide to pop out. It's a huge backward step in lifestyle to have to organise and wait for a Robotaxis whenever you want to go out. If you live in a city and don't have a car, then it will work. However, if you do have your own car, you're not going to pay a premium to take a Robotaxi.
@darylwizzard5832 10 днів тому
Who's going to pay for the maintenance the tires the 4:13 insurance car wash and so on that Uber doesn't pay a dime for right now the way it is now. ?
@dirtyharis83 13 днів тому
FSD is AWS all over again... Wall street dumped AMZN when they were expanding AWS and the stock took a plunge of 50% after the housing bubble... AMZN did a 70x since then in 15 years. Some cried, some laughed and life went on.
@yourcrazybear 12 днів тому
Yeah. Short term thinkers have a higher risk of missing long term opportunities.
@craighermle7727 12 днів тому
It's not the same thing at all.your robotesla heads for a guardrail, and you're in the back seat. There's no ability to interface or override the computer. What are you going to do to stop it?
@omm5960 12 днів тому
It's a stretch to say that there are similarities. Amazon had a price- earnings ratio around 200 for the longest time because Wall Street was confident that Amazon would dominate retail. Wall Street wasn't being asked to assume that Amazon would solve some fundamental problem in AI. It's true that Wall Street underestimated the potential of AWS when I was introduced in about 2004. Also not dependent on solving fundamental problem in computer science. Tesla is higher risk. 15:58
@dirtyharis83 11 днів тому
@@craighermle7727 there's no ability to override a human driver and we crash and die all the time. If a system develops that has half as many deaths, and then 1/10, and then 1/100, and then 1/1000... Are you still going to worry about the 1 death that a system override could prevent but not the 999 people who still live and breathe? Safe self driving is incredibly valuable not only for time saving (for the individual) , labour saving (for the company that operates a robotaxi) but also preservation of life. Try putting a price on that.
@craighermle7727 11 днів тому
Why does Dragon use humans to override computers if necessary, Where are you getting your stats.? On any ride that I've been on with FSD there have been multiple overrides.
@darrenbates997 13 днів тому
I believe that EVs no longer need government help. We need to believe it is a better product and consumers will offer that even if not forced.
@MatthewMS. 8 днів тому
0:18 put your damn hands 🙌🏼 on the wheel. Don’t want my Jeep damaged
@roxter299roxter7 12 днів тому
Farzan and Hans had a good take on the robotaxi and affordable car argument. I think Hans has a great take on the whole thing and I agree with him.
@craighermle7727 12 днів тому
What about regulatory approval and just as important, how are you going to override a computer if you're sitting in The back seat?.
@roxter299roxter7 12 днів тому
@@craighermle7727 Most states don’t have regulatory restrictions on Ai ominous vehicles. So regulatory approval oval shouldn’t be a problem. Especially in places where there are robotaxis already. If autonomous vehicles become much safer than human drivers, why would humans have to over ride them?
@craighermle7727 12 днів тому
@roxter299roxter7 they will. It's onl t going to take 1 more death. Fed approval will be become a real issue is robotesla use loads supported by federal funds. Put all that aside. There's no ability to override the computer, especially if you're the loan occupant sitting I min the rear seat Dragon has humans that can intervene if absolutely necessary.
@bluetoad2668 12 днів тому
These Hydrogen station plans serve as a warning of the dangers of not including basic science education for future politicians and , dare I say, journalists.
@sabinaabrahim7786 12 днів тому
The self driving was amazing my son got a free trial for one month.
@snookmeister55 12 днів тому
I did a 12.3 ride-along and agree with you.
@Cybertruck_69 13 днів тому
WS doesn’t think Tesla can do M2 & robotaxi bc Elon said refocus on autonomy. How does one preclude the other?
@berthogendoorn2133 13 днів тому
Hyundai, is likely the only Auto company that can compete with Tesla, with their acquisition of General Dynamics robot tech, their automation and manufacturing most of their own EV parts & drive components.
@yourcrazybear 12 днів тому
"Hyundai, is likely the only Auto company that can compete with Tesla, with their acquisition of General Dynamics robot tech, their automation and manufacturing most of their own EV parts & drive components." You have Chinese brands that shouldn't be discounted as well.
@jonathangarner5366 12 днів тому
Thank you for what you do Dillon! You are quickly becoming my go to Tesla content creator. Definitely helping me get over my breakup with Rob Maurer :)
@DillonLoomis22 12 днів тому
haha glad to hear this, glad to have you around!
@lylestavast7652 13 днів тому
really useful info on Redwood - need to see some movement and product delivery from the Li processing near Corpus Christi...
@Crunch_dGH 12 днів тому
11:02 Recycling, the real backbone of the EV industry!
@tryonco 12 днів тому
I’ve been using FSD a lot lately… checking it out… I’ve been amazed how it slows for speed bumps, swales at residential intersections, large potholes, etc. Impressive.
@FrankGallagherr 12 днів тому
All car manufacturers want to be Tesla
@brunoheggli2888 12 днів тому
No,they want to be BMW or Porsche!
@kida12 12 днів тому
They need to count gas pumps vs charging spots. Gas stations have MANY more pumps than an EV charging station. There also needs to be a specified method of queueing at EV charging stations. As more and more EVs are allowed to charge at Tesla Superchargers the waiting vehicles are going to become a problem. I can see a LOT of angry confrontations happening.
@NoWastedCalories 13 днів тому
Why are other automotive companies thinking they are robot and energy companies now? Me too
@user-nf4st5kn6l 12 днів тому
Only a few of them
@chriscrosby3582 12 днів тому
I asked a Tesla employee that was at the Press event a couple weeks ago for Model 3 Performance / Ludicrous and asked if it was going to be called Performance or Ludicrous. They said for sure “Ludicrous”.
@carlweaver5645 12 днів тому
V12.3.4 is still so late on choosing a forked right turn lane (near my home) that the following cars overtake in the right turn lane and block the right turn. I agree that V12 is much better overall, but on this fork, V12 is a big step backward. I imagine this problem arises because ~90% of the traffic takes the left lane. It is a very busy T-intersection.
@kencotton4645 12 днів тому
I lost the trim off the underside of the front bumper of my 2024 Model Y when it ran over the tire that came off of a truck, while piloting on FSD. But honestly, I don't think I would have be able to react quickly enough to avoid it either. It not only messed up the trim, it pulled loose some connection that affected the horn and audio.
@rogerstarkey5390 12 днів тому
Well, you probably had the registration of the truck? So you could take the video to your insurance and they could claim the cost?
@kencotton4645 12 днів тому
@@rogerstarkey5390 Unfortunately, I am new to driving a Tesla and didn't think to save the video. I was more interested at the time in pulling over to check for damage to the car. It sounded like I had a tire go flat when it happened. So no info on the trailer.
@TheGOF 11 днів тому
..when you drove the car over the tire..
@greghelton4668 12 днів тому
Delaying the M2 is the biggest mistake to date. Now I am worried. .
@craighermle7727 12 днів тому
It's a double edged sword. They don't have enough service centers in place as it is. There's no way so.e sections of the country could support to additional load. Forget tobotesla, that's an accident waiting to be litigated over and over again. They need another f car in their line up. They're only a 2 car company. Tesla is h I ing to get pulverized when their network is open to other mtgrs. The problem has been ccs. Eliminate smccs as the choke point and sakes at e going to explode if for no other reason than there will will be many cars available that had serious refuling issues. Most of those go away if ccs and nacs are available. Tesla will still be a 2 car company with relatively unchanged car designs .
@mwcburnett 12 днів тому
I've been a fan of Tesla (not Elon) for at least the past 3 years. I bought a brand new Model Y last fall. I live in Minnesota. I've been hearing about all kinds of great features that are available for my vehicle (adaptive headlights, FSD 12.anything, Phone app fixes to the Safety Score Beta like Late Night Driving adjusted from 10PM to 11PM, interactive view of vehicle in app). None of these have been pushed out to my vehicle or my phone app. Do I need to live in California or in a different country to have these enhancements pushed out to me???
@adisurd 12 днів тому
Meanwhile here in NL What the F is a pothole? Haven’t seen one in a decade living here.
@thomasj1148 12 днів тому
Cold winters with ice on roads will be an accelerant to potholes. Too warm in NL. You should see our roads here in Norway in springtime. Luckily they are quickly fixed every spring.
@user-to2rf1rj5v 12 днів тому
10:52 Hub and spoke operations, like Pepsi is doing where charging is at the hub, is the way Tesla will first make massive moves into this market. It's a huge part of trucking. Long haul will come slowly and build out of the network will take lots of time.
@DishNetworkDealerNEO 12 днів тому
Cybertruck is now under a NHTSA Safety Recall for the Accelerator Pedal problem.
@BenjaminWinrow 11 днів тому
For the first time since i began investing in tesla in 2017 - my faith is being tested and im wondering whether to cash in and sit back to buy in in 6 months time or just take the gains and switch off to it all. Staying long at the moment is getting more and more difficult.
@jlljjl 13 днів тому
@DillonLoomis22 Any info on how Tesla will Charge each Tesla Robotaxi City that would require bwt 5000 and 10,000 EVs to reach scale? That is a huge uptick in Robo Charging stations to meet the robo fleet. (48 Super charges/Day/Charger) 10000 EV Fleet would need a minimum of 400 Super chargers in a single city...
@darylfortney8081 13 днів тому
It should also raise suspension over pot holes and speed bumps
@michaelwilliams6784 12 днів тому
I think the slow ramp of the North American battery production is the biggest problem right now. The next gen car will have to be manufactured at scale rapidly requiring another drain on battery supply. Whereas, the Robotaxi will not require as many. Cybertruck is ramping rapidly, and the semi will be coming up soon. Increased battery production will solve these problems.
@michaeljohnson1805 13 днів тому
Thanks….
@bobstovall5449 День тому
if EVs are ALL we believe them to be, then The Government needs to keep the hell OUT of that market. There is no need for artificial barriers established by the EPA to compel buyers to buy EVs or to compel MFGs to MAKE EVs. It is government overreach at its WORST.
@craighermle7727 12 днів тому
I wonder if Wall Street has seriously considered the ramifications of cars presumably, millions of them, roaming the roads without the ability to override computers. Then of course, if people took advantage of the $7,500 FED incentives, there's a bullet item in that agreement that states the applicant states the car will not be used for commercial purposes. (that would be Uuber, lyft, rototesla, etc) I'd love to see the response that my insurance company would have to insuring a car for commercial purposes that will not have a driver behind the wheel. I'm sure there won't be a problem.
@mfhberg 13 днів тому
The FUD is nowhere near where it was as Model 3 started to come out. There are just much better algorithms pointing people at it.
@tHebUm18 13 днів тому
Can't say I followed Tesla back then, but their financials were in a much, much rougher spot where bankruptcy was a real a possibility back then--today they're financially healthy so FUD is harder.
@craighermle7727 12 днів тому
It still doesn't work well enough to be fully autonomous, and even if it was, how would the computer be override if you were in a driverless robotesla?
@berthogendoorn2133 13 днів тому
The Pedal issue is a none starter, as the brake always overrides the accelerator, unlike a ICE car which would be a dangerous issue as the engine is not software controlled like a Tesla's motor!
@bobbybishop5662 13 днів тому
🤦
@BogeyTheBear 13 днів тому
Brakes on a piston-driven car will overpower the engine and either hold the car at a stop or bring it there.
@user-xj5xp6qz5g 13 днів тому
@@BogeyTheBear you have no clue what youre talking about.
@jamesengland7461 13 днів тому
@@user-xj5xp6qz5g by federal law, the brakes must be powerful enough to override the throttle.
@user-qi1yh4oe4q 12 днів тому
The engine is software controlled
@Metal_seer 13 днів тому
another rough day for Tesla on the Stock Market Thursday -- down 3.55%, per Trading View.
@Endymion. 13 днів тому
Jesus Christ I’m down about 40 k because of my sizable position just wish I could buy more and cost average
@joeabad5908 12 днів тому
@@Endymion. I’m down 39k…
@KC-uw6ph 12 днів тому
Hold the line and you will be rewarded
@snookmeister55 12 днів тому
Looking forward to the 1st quarter call and the normal TSLA downward movement following.
@timsmith6815 12 днів тому
Zero positive Tesla news for the next few months. I expect Tesla to bottom at 110-120. Like it or not but the media hates Elon and Tesla.
@DanFrederiksen 8 днів тому
Strange that model 3 is so delayed and badged ludicrous if it's just 2.9seconds
@MyUniversalUniversity 13 днів тому
The compact car. 😂❤❤ GM is doing one thing. Going bankrupt!! Lies lies lies!!
@johnsonjjohnson100 9 днів тому
Curious Dillon So who is going to insure the Robo-Taxi state by state? Tesla is only licensed in 12 states? Forget regulatory hurdles, this puppy won't fly in most of the country without being able to be insured IN THAT STATE
@edhill8568 12 днів тому
I wish pothole avoidance was supported in FSD. What we know is "rough" road support is a thing where FSD may slow down but FSD is not moving to avoid potholes. Someday.
@netgnostic1627 9 днів тому
Somebody in the aftermarket should create a 𝕃𝕌𝔻𝕀ℂℝ𝕆𝕌𝕊 badge, in Tesla's usual font. People would have fun sticking it on their cars.
@gordonmacgregor4467 12 днів тому
Any CEO who threatens to torpedo their firm's value unless they get a massive stock gift is creating a huge risk for shareholders. Very few boards would tolerate such behavior.
@paulmcgreevy3011 12 днів тому
Batteries aren’t a source of energy supply they are an energy storage device.
@user-nf4st5kn6l 12 днів тому
As H2 is.
@jonmichaelgalindo 12 днів тому
I'm still on Version11. (Atlanta, GA USA). Does anyone know if this is normal? Is V12 still rolling out?
@DillonLoomis22 12 днів тому
yes, still rolling out but make sure your software setting is on advanced
@markoverton5858 12 днів тому
Ready to buy at the dip, 👍
@osaimola 12 днів тому
20:37 would not have been necessary if someone did not get lost in a little twitter sidequest
@FumbledorfTTR 13 днів тому
Tesla is probably just using the road roughness maps that makes it seem like it’s controlling for potholes so the potholes it slows for probably have been there for some time that it made it into their roughness maps. I suspect later iterations of v12 would be better with potholes
@user-xj5xp6qz5g 13 днів тому
road roughness maps?
@Barskor1 13 днів тому
Or the cameras/FSD sees the potholes as it does for everything else. The simplest answer is often the correct one.
@FumbledorfTTR 13 днів тому
@@Barskor1 yeah but this is currently how they’re probably handling rough spots as they’ve mentioned before but I agree once it has more training on potholes it should work
@davidmanning6947 12 днів тому
We need routes for trucks similar to the supercharger network.
@conradseelye5306 12 днів тому
Companies are willing to buy trucks that will only run one route for their entire lives, thus building truck chargers on specific routes is ok. That's never the case for personal cars.
@drew-azureperthwestaust4818 12 днів тому
FUD ..apart from Joe Tegtmeyer's speculation that some carparked Cybertrucks are possibly waiting on missing parts, there is no company statement or staff confirmations about this. So this is #TeslaFUDconfirmed
@DanRibar 12 днів тому
I'm very interested in what your 2030 plan is Dillon. A lot of us lined up behind you in the "all-in" days and would lose our shirts if we liquidated TSLA today. I'm still a 2030 guy but what are your thoughts about this? I've ignored the chatter when TSLA approached $100 in 2023 and just kept focus on 2030. Not many good Christian men to follow... you're one of them in my book. Thanks.
@DillonLoomis22 12 днів тому
hey dan - in still all in tsla stock in public stock and still very bullish for 2030 if not sooner. nfa but i think tides turn in 2026 just gotta remain patient
@phila.6521 13 днів тому
I thought the suspintion was suppost to automatcally account for bad roads, by using all the info for adaptive suspintion. is 3 preformance the first #1?
@tHebUm18 13 днів тому
Only Model S/X have adaptive suspension I think.
@phila.6521 13 днів тому
@@tHebUm18 thanks good to know.
@lylestavast7652 13 днів тому
I guess if I were a cab operator/company I'd be scared of Robotaxi coming into my space. I never, ever take cabs and likely never will anywhere in the metro area where I live, and hardly ever did in Dallas - more light rail there and that was maybe a couple times a year max. Will people really shift 100% to robotaxi, will they split their driving for the convenience ? I personally think it's a hard sell as cool as it would be - so fares is a secondary topic. If they made it for disabled / elderly that could be pretty useful. The tech advancement, great stuff with a lot of collateral application in the AI and computer vision space though and maybe something unthought there will provide big returns.
@greghelton4668 12 днів тому
Where have you been? Cab drivers were already destroyed by The Ubers of the world.
@johnsamsungs7570 12 днів тому
As an invester I would be pissed if they stopped working on the "model 2" because even if full self driving is ready soon it will take years to get it allowed on public roads anywhere in the world! If Elon is able to make these decisions then he has to much power. What the hell is the board doing just rubber stamping Elons wants?
@snookmeister55 12 днів тому
I've seen no reason to think M2 is canceled.
@timsmith6815 12 днів тому
Exactly , years before a True Robo Taxi FSD 5 will be allowed on roads. Plus who will insure them?!
@AMeierhoefer 13 днів тому
I believe the protetionism against China wull ultimately kill the US car industry, like SMR has been saying and it might even kill Tesla if China start retaliating against US and Mexico sanctions. This is a very risky game and might come back to really hurt US car industry. Complaining to CHina about over-capacity is so unbelievably silly and a sign of a lack of competitiveness
@paulmcgreevy3011 12 днів тому
USA is China’s biggest customer. They can mess with USA if they want to.
@ravencroftgraphics3d 10 днів тому
why did the big guys leave?
@elrookie26 12 днів тому
I can’t wait until it reduces the speed in my subdivision speed bumps.
@snookmeister55 12 днів тому
Morgan Stanley does not understand how different Tesla manufacturing is from the industry norm. For BYD to copy Tesla, they must build the machine that builds the machine that builds the machine.
@jonathanjenkins31 12 днів тому
35$ / trip for robotaxi … far expensive most people will drive themself…. At that price your just uber
@timsmith6815 12 днів тому
Exactly, I believe the Robo Taxi hype is way overblown. Who can afford 40-50$ to FSD back and forth to work every day???
@jbermiup8030 12 днів тому
When they told chinese suppliers to mexico to put their plans on hold for the tesla factory there I got a sick feeling. Why is it the most important news is always the most hidden?
@tomglenn485 13 днів тому
Xellent days work mr Lomas...
@SteveRowe 12 днів тому
Apparently, they don't breathe air in Kentucky.
@dharenchadha 12 днів тому
Why is the core business not growing? This is ridiculous. The share of EVs in the US is 8 percent! What percentage of upper income people in the US have an EV? If Tesla supported their excellent product with excellent communication, demand will be stimulated without price cuts which have only debased the brand, not grown volumes, cost Tesla $ 10 bn and left a scorched earth in the market. There is a huge runway of growth ahead of the current range without even thinking of the 25K or robotaxi. Of course those projects must both be pursued as market experiments till those hypotheses are validated. But there’s no need for so much pessimism with regard to the current product range.
@stephengraf6713 12 днів тому
Hydrogen is a dumb choice for auto fuel. But so is robotaxi a dumb choice over model 2.
@rogerstarkey5390 12 днів тому
Hydrogen isn't "fuel. . Who says The Compact is cancelled? . Please point me to the quote by anyone at Tesla using those words. . We know "A vehicle" was delayed. . We know Elon said "balls to the wall on Taxi". Did *HE* use the term "Compact" and or "delayed/ cancelled" in the same sentence? . (coughroadstercough) Mark my words.
@roger_is_red 12 днів тому
??? wrong it wouldn't have caused problems if you put the break on the accelerator pedal is ignored
@MrDavidwesty 12 днів тому
Rohan Patel still working ?
@tortoise62 13 днів тому
at 6:00 MS is focused on margin and how Chinese cars would quickly remove any edge for a low cost car. While that is 100% true, I believe Elon has expresses a greater desire for transition vs profit. If Elon was being sincere, then this would not sway his decision to produce the $25k car. IMO
@davidwilson2462 12 днів тому
With +$99 FSD subscribers, would you be able pay for only months needed such has vacation month??
@DillonLoomis22 12 днів тому
yep!
@WillN2Go1 12 днів тому
Good to know Elon will be sleeping on factory floors again. (From personal experience once you've done something like this you will always miss not doing it, but of course you don't want to do it permanently.) There's an interesting problem along the Tesla Semi route in Texas. I was just there. The speed limit is 80 mph. Fun to drive, but quickly drains the battery in my Model Y. Don't know if big trucks are allowed to drive this speed, saw no signage to the contrary. So Tesla Semi chargers just need to be a little closer together. In California Governor Schwarzenegger started a Hydrogen Highway. It just never worked out. (There's one less than 1/4 mile from my house at a university). Toyota Mirai owners can be spotted by the 1000 yard stare of years of PTSD caused by endlessly trying to find H stations with H. I just can't understand how TSLA can be $149 when they have a laser focus on a future that is actually going to work, is already working.
@PhongNguyen-nz9kz 13 днів тому
I haven’t gotten my free month trial. I have a model 3 late 2023….
@tHebUm18 13 днів тому
Do you have your car connected to Wi-Fi and taking patches? Also, some folks ended up on an incompatible branch that's too far ahead and are just starting to have it roll out now I think. For me it started as soon as I took an eligible update--got an email, notification in app, and notice in car. It's pretty cool, hope you enjoy when you get it!
@StormyDog 13 днів тому
It's coming soon. If you're on the 2024.8.x branch it was delayed. The good news is that your free month will be FSD 12.3.4 or above.
@Dsnybx911 12 днів тому
Why does Tesla want to be a driverless Uber/lift company they should just sell the cars and FSD, provide the app and let other be responsible for the vehicles cleaning maintenance and charging, if Tesla keeps a fleet they will have to send the cars to be cleaned, inspected and have people monitoring passengers who will cause damage
@rodmitchell831 12 днів тому
The FUD and HATERS are really scared Dillon
@NoWastedCalories 13 днів тому
Elon said he would be serving every vehicle segment, it’s just going to take a hundred years at the current rate.
@yourcrazybear 12 днів тому
"Elon said he would be serving every vehicle segment, it’s just going to take a hundred years at the current rate." That's a silly hyperbole.
@Maustah 12 днів тому
If Tesla deviates from its 25k car plan, then I feel like a fool periodically buying stock in the last +4 years.
@yourcrazybear 12 днів тому
"If Tesla deviates from its 25k car plan, then I feel like a fool periodically buying stock in the last +4 years." Any great FSD news will probably hit like a lightning on clear sky when it comes to the stock movement.
@Maustah 12 днів тому
@@yourcrazybear I personally don't think this will be a black or white thing. Even if FSD would go level 3 (which could be 2024, or could take years), the world wide role out will be slow, and adoption might be even slower (fear, no trust in robots, wanting human Uber driver). There is enough that can happen to slow the entire process, like what happend the last 8 years (this time really different?). I already had my "uncertanty cash" in Tesla. The 25K cars was suppose to ramp in 2024, and bring in actual money. Thats why I bought more (certainty) stock. Guess I was an idiot to trust what has been said.
@yourcrazybear 11 днів тому
@@Maustah "@yourcrazybear I personally don't think this will be a black or white thing. " Solving FSD is a black or white thing. Either you have done it your you haven't. "Even if FSD would go level 3 (which could be 2024, or could take years), " It's better to stop thinking in terms of those silly levels. "the world wide role out will be slow, and adoption might be even slower (fear, no trust in robots, wanting human Uber driver). There is enough that can happen to slow the entire process, like what happend the last 8 years (this time really different?). " No. It won't. If you solve FSD you will have the data to prove the safety. "I already had my "uncertanty cash" in Tesla. The 25K cars was suppose to ramp in 2024, and bring in actual money. Thats why I bought more (certainty) stock. Guess I was an idiot to trust what has been said." Either Tesla solves FSD relatively soon and starts to produce RoboTaxies, or they will produce other models before that happens.
@user-xj5xp6qz5g 13 днів тому
im starting to wonder just how long of a long-term investment Tesla will be. I WAS thinking 2030 would be my sell year but I dunno anymore
@markthomas7279 13 днів тому
Yes, I think that's a great call. The opportunities will certainly continue way beyond 2030 with new product lines in the pipeline.
@tHebUm18 13 днів тому
Sounds like you've got 6 years to figure it out so long as you still have confidence in their ability to execute.
@RobertWinkky 12 днів тому
Hopefully he puts his phone down and gets to work.
@MohammedAbdullah-ir9gn 13 днів тому
why is there a need for a "robotaxi" vehicle? why can't they just turn on the existing fleet of vehicles out there to full FSD and have those be the robotaxi's
@Metal_seer 13 днів тому
Because they want the Robotaxi to not have a steering wheel, so it can carry two riders.
@Matzes 13 днів тому
Because owners of those cars would need to agree to put those cars into the network, and even if they do, the availability of those cars would he totally unreliable because its up to whenever the owner decides to makenit available (after work/weekends or whatever). Teslas own fleet would be way more effecient and effective at handling the demand. Obviously it would make more money as well
@jamesengland7461 13 днів тому
I don't really know, but I'm guessing there are specific features they want to design into the robotaxi, whether it be removing the steering wheel, making it easier to clean out, smaller and lighter for in- town commuting, big like a van or small like a 2 seater? I can't wait to find out
@user-xj5xp6qz5g 13 днів тому
@@Metal_seer huh?
@billweberx 13 днів тому
Once they have the robotaxi service, you can add your Tesla to it if you own FSD. But that won't be enough. Most people don't have FSD and once there's a robotaxi service, you will no longer be able to purchase or lease it as it will skyrocket in value. Tesla will want to keep that value in house.
@PickleballMike509 13 днів тому
Dillon, what tesla do you own?
@rogerstarkey5390 12 днів тому
Y do you ask? 😉
@PickleballMike509 12 днів тому
Was just curious, because I’ve never seen a video from him with a car. Didn’t know if he had one or not. Almost every other YTer I’ve heard them at least mention their personal Tesla
@DillonLoomis22 12 днів тому
model y 😊
@bausHuck 13 днів тому
Do you think it will drop to $100? I want to be greedy, but at the same time, I don't want to miss out by waiting too long. Either way, most of my shares have been purchased above $240, so a new purchase will reduce my average cost per share.
@tHebUm18 13 днів тому
No one can predict the future. Now is a good price to lower your cost basis--waiting it might get better, it might not. A common investment strategy to remedy your conundrum is dollar cost averaging--determine an amount you can set aside every month and buy some every month as long as it remains what you think is a good price. It inherently covers price fluctuation and removes trying to time the market. I personally think Elon will, per usual, upset institutional investors on the earnings call and am hoping for a sale. Then again the sale I was hoping for was $150/share and we hit that today--might try to buy some tomorrow and leave some for after earnings if it does continue to drop.
@DougWedel-wj2jl 12 днів тому
A quicker way to expand the number of chargers for semi trucks might be to have the ability to use the car chargers but use two chargers at a time to double the speed of charging? Trucks often travel at night, which is when car users are less likely to charge their vehicles, so this might get more use from the same chargers?
@TeslaEVolution 12 днів тому
0% interest+10 year terms + MARKETING=RX FOR INCREASES SALES & PROFITS!!
@tHebUm18 13 днів тому
14:59 LOL. Get owned dealers and legacy autos.
@ExecutiveZombie 12 днів тому
I wanna Tesla Taco Truck🌮
@kerrytruitt2626 13 днів тому
What if optimus was behind the wheel. There's folks who let Jesus take the wheel.
@trishasinghal4648 13 днів тому
Hi Dillon Loomis 22 from Trisha 🙂💕
@Cody541 13 днів тому
Surprised tesla is only 25% of fast charging.
@tHebUm18 13 днів тому
Surely much higher if you account for fast charging that's actually up/operational.
@rogerstarkey5390 12 днів тому
@@tHebUm18 Beat me to the same comment!!! 😂👍
@timmos184 12 днів тому
So what was Musk doing the last two year?
@AndreasWest 12 днів тому
Again, thank you Dillon for being neutral and trying to be objective despite being a huge Tesla fan and a Bull going long. Your comment about WS expectations are another great example of this. That's why I'm looking forward to your daily videos, apart from them being researched very well and full of news!
@992GTS-DC 12 днів тому
Stock down 40% and execs suddenly quitting should tell you everything you need to know about how things are going for Tesla. Robotaxi is a red herring to keep pumping the stock but it’s not working. Same for FSD, if everyone wants it why have they just cut the price by 50%?
@Andy.Duncan 13 днів тому
😮😮😮❤❤😊
@dharenchadha 12 днів тому
Won’t FSD be the differentiator for the $25K car versus the Chinese cars? Then again I am not even sure if Tesla should be doing a $ 25K car? How many cheaper models did the iPhone do? That didn’t stop it from becoming the largest selling smartphone by VOLUME! The car category, like the smartphone category is a masstige category, in which even the masses want prestige.
@fscott1134 12 днів тому
"Burying your lead" frustrates your viewers. I know you have metrics from yt that show you ‘scrubbing’. I am sure this demonstrates to you what I am saying is correct.
@craighermle7727 12 днів тому
Streamlining the sales and delivery program? What? it's almost broken beyond repair. Tesla has a huge internal communication problem. I hope Musk knows how bad it really is. There are a lot of things that worked with Tesla was a boutique business. They're beyond that and they need to change in some respects to a more traditional support model. What I just went through to get a Modl "Y" was absolute insanity.
@TeslaEVolution 12 днів тому
Tesla TA to $112.00....but in 10 years maybe $1,500.00 ir $10k. PATIENCE.
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