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The BIGGEST change Tesla is going through right now (Ep. 528) webfi network



It starts with an F and ends with a D.

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30 Comments

  • Tristan Zerafa on February 5, 2022

    The disconnect may crater the stock or run it sideways for the next couple years, but when FSD is solved the company will rocket x5-x10 in a quarter and beyond. 👽

  • Paul Moss on February 5, 2022

    Dave, I just wanted to say I trust very few TSLA/Elon/EVs in general YT channels. A lot of nothing channels are coming up and a lot are getting traction with u nwarranted su bs. You though, are among my top trusted content providers. Always genuine. Always real and level headed. On this one, I think I can speak for a lot of us out here: Thank you.

  • Chuck Tx on February 5, 2022

    Hmmm. Is it going to work that way out here in the under-populated sticks? When will Supercharger become auto-connecting robots?

  • Kook Kim on February 5, 2022

    Ive been recently thinking owning a car at 20s-50s is so inefficient as they are just sitting in a parking lot most of the time. Autonomous driving will be amazing.

  • Danny Mcmindes on February 5, 2022

    why am i having a hard time understanding this? tesla thinks fewer cars will be necessary due to greater utilization of existing cars but at the same time the boring company will make the pain less by decreasing traffic? i thought fewer cars = less traffic ie no need for the boring company. AND autonomous is sort of like public transportation. how is that working out… they are all subsidized by the government because No ONE prefers sitting in someone elses "stuff".

  • Victor Tsang on February 5, 2022

    The key is "When". Maybe WS just don't believe Tesla will get FSD solved in coming years. What if FSD is still under testing and there is no 25k compact car on the market for Tesla in 2025 let say. Tesla will be in huge market share pressure. I think Elon should plan ahead and produce a compact car no matter FSD will be ready or not. If FSD is ready at that time, you can charge whatever you want, the car base price is 25k + FSD package (assume will not be 12k, maybe monthly subscription basis). So that you won't put all the eggs on FSD. WS analysts are fair to ask what if Tesla cannot get FSD solved. You need to have plan to grow your EV business as an auto maker.

  • Lian Jim Keu on February 5, 2022

    I'm wondering, can Tesla car be bought as an cash flow generating investment in future? You buy tesla car and then through some apps, it automatically self driving to pick up passenger and earn money for you.

  • Abe Froman on February 5, 2022

    the biggest change is that people are realizing 1,000$ monthly payments for a car with quality control SNAFUS is just not worth it

  • Ronald Dvorak on February 5, 2022

    Elon is wrong, most people will not ride in a FSD car. He had better change his mind about the $25,000.00 car.

  • Mojave4ever on February 5, 2022

    Well, it is kind of like phones. Not that long ago, relatively speaking, phones could perform one function – conversation. Currently, vehicles go from point 'a' to point 'b', end of. If the function of future vehicles follow a similar "expansion of use" trajectory as phones to cell phones did, then yeah – they'd be much, much more valuable than current "get in, drive somewhere" vehicles. But, personally – I Iike horse power, as in horse and buggy.

  • Simon on February 5, 2022

    Autonomous cars are the future. Think of all the rich that have drivers. All the people in traffic that would rather go through reports or watch a show instead of being on a downtown freeway for 2 hours, then wasting another 1-2 hours winding down. When I got my model 3 it was game changing. I’d rather have any old car with autopilot instead of a Ferrari. Most people haven’t even test drove with the tech, they don’t understand.

  • Michael Crumpton on February 5, 2022

    The thing that is most confusing for analysts is that they think of Tesla as a borderline luxury brand, making $50k and up cars for the wealthy. This is about to change. Tesla's will soon be selling most of their cars to Robotaxi companies (unless they intend to have their own Robotaxi service division) who serve the more than 50% of people who normally buy used cars. This will strike at the problem of how to get old polluting ICE cars off the road by making it cheaper to use RT than to own a used car. Current Tesla owners are saying "Oh, I would never want strangers using my car!", but maybe instead of investing in real estate or the stock market they would buy a second Tesla that just goes out every day to make money for them. With a fleet of 4 or 5 Teslas working for you, a day job might be unnecessary, with a much smaller up front investment (and maintenance ) than real estate.

  • clavo on February 5, 2022

    Really really like these ; less than, 10 min videos! There are subtle visual ques, that I wonder whether FSD now recognizes? Have you ever been waved through a lane crossing or blinded view by another driver? Can a Tesla FSD car recognize being waved through by another driver? Can it make eye contact with other drivers? It needs to be able to do that; right? Sometimes other driers are having engine problems and they are stopped at an intersection Can the FSD AI recognize when another driver is deferring his right of way? It needs to be able to do that. What about hand turn signal from some guy whose busted up car doesn't have turn signals?

  • Rani G on February 5, 2022

    I’m 200% sure Tesla has a design for the 25k ready but 1000% sure they won’t dispose it until it rolls of the line due to Osborne effect. More importantly, as long as they sell and Model 3/Y they make, they have no reason to start selling the 25k car. Even more so, as they can lower price of 3/Y after the recent price hikes… so have no reason to hurry. A LOT has changed in the last year and a half since 25k car was announced. Back that it was not clear that 3/Y would have 6-12 months backlog, and many were still thinking that “competition is coming”. It’s now clear that Tesla will sell every car it makes at any price for at least the next 2 years, so no reason to productive the 25k car.

  • V Ting on February 5, 2022

    Yes. WS just don't get it. What they should be asking is, "If FSD is going to achieve Level 5 autonomy soon, what would be the mix of Tesla owners who would opt into the RoboTaxi program?" For me, I would probably not opt into the Robotaxi program regardless of how much money it made for me as I want to keep my car looking good and well.

  • Tony Singh on February 5, 2022

    👍

  • Where We Roam on February 5, 2022

    Shouldn't this be (Ep. 529)?

  • LarryTheLobster on February 5, 2022

    “Is there a limit to the size of the economy?”. When Elon said this I knew the bot was going to be something very, very special and a serious goal. I would die to know how many people the Optimus project employs today.

  • R.A. Monigold on February 5, 2022

    1893 – Great Falls Montana train station – 8:00 am local. Nearly 50 people milling around and we hear – "Will the train come?" "Due in by four" "I don't think it'll show up" "Ya gotta have a little faith" "I'm riding my horse" "Could take you a week" "Buckboard for me – that's only a few days" Four pm same day and the train pulls up to the platform with just 8 people still there. Come 10:00 am the next day, the train off loaded 8 people who had believed in the future and beat the crowd. I wanna be one of the eight…

  • Hazel Zhang on February 5, 2022

    Honestly I think the biggest challenge is getting Giga berlin open lol… which is very sad and frustrating at the same time

  • Michael Crumpton on February 5, 2022

    Tesla is hard for Wall Street because they are not just focusing on the world's current problems, they are focused on the problems in 5, 10, 15 years out. To solve things like the population/labor force decline in developed countries coming in 2030, Tesla has to get the teslaBot in production in the next few years to have enough volume in 2030. To solve the problem of how to make EVs affordable for the 50%+ who buy used cars today, Tesla's solution is more utilization of their vehicles at a cheaper price than owning used cars using Tesla's with RoboTaxi software. The financial press is obsessed with playing checkers, while Tesla is playing several games of chess at the same time.

  • jignesh patel on February 5, 2022

    Elon confidence on fsd very high final product will soon hit market and analyst will get caught sleeping 😌

  • Ono Northey on February 5, 2022

    Your transcriptions need work. Your thesis does not 🙂

  • better world on February 5, 2022

    Too much faith in Elon's promises on FSD, in spite of the poor track record. Dare I say that 2 years is impossible.

  • Derek Craig on February 5, 2022

    Telsa is not about to crack FSD. Waymo is stronger right now. Just watch videos of FSD Beta drives vs Waymo drives…

  • Bob D on February 5, 2022

    I share the optimism for success of FSD/robotaxis, but at the same time I have to be realistic as well. The take rate on Tesla's FSD Beta is not 100% today. NOBODY can quantify what the take rate will be for full FSD and for robotaxis.

  • Hapa Boy on February 5, 2022

    Make no doubt about it, there is alot of risk going on. Us Tesla shareholders are putting our trust in Elon not to blow it up.

  • Geoff Newport on February 5, 2022

    That's all well and good Dave, however what about the people that don't want FSD, and are not willing to share their vehicle. ?? How many of us are there?? To have the freedom to go anywhere at anytime whilst not polluting the neighborhood!

  • Yas on February 5, 2022

    I’m not sure why some tesla fans (not Dave) keep saying wall street doesn’t understand, bla bla bla! Trust me everyone understands the potential of Robotaxi. The question is how close is tesla really to achieving it!! Dave, this is the correct and most important question you posed at the end of video but this is what requires actual discussion but you ended the video. Also why should we believe Elon now on FSD when he’s been wrong so many times?!

    Name another thing where Elon was this late in delivering after promising it every single year for the last few years. I can’t think of anything besides FSD.

  • Tuncup on February 5, 2022

    Assuming Elon is right, is his only solution to the massive relatively sudden influx of traffic on the roads… tunnels? Because you are going to need a hell of a lot of tunnels if you are looking at putting 5x more cars on the road (autonomous chores rather than off the road parked,) within the space of a couple of years.

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