35 Comentários

1. As someone who’s all in on Tesla stock, my hope is that the confluence of major market impacts by Tesla in Cars, FSD, Bots, Robotaxis, Energy suddenly dawns on the stupid oafs on Wall Street and my meagre fortune rockets to a meaningful one! Let’s hope it happens before I’m too old to enjoy it!

2. Isn't labor only about 20% of the cost of a car? That means there's a limit to how much value a factory bot can provide.

3. Why the music?

4. CT drive by wire. Pretty sure steering wheel is designed for easy removal for Robotaxi

5. I know you dont care about your viewers. but could you please mute the jazz "Music" please. its annoying and depressing.

6. You will need bots in the logistics chain and the repair centers to be able to deal with any repair and maintenance. Even Tesla's will crash and need some repair and maintence.

7. The bot will have to work in very dangerous places called refineries and mines 😊.
   Bloody hell, this could be how Tesla can get into mining. All they need to do is buy an existing mining operations that have reserves of lithium, graphine, nickel, iron ore and use the bots to build out new mines. The existing workers will just work in the old mines until end of life of that mine. Some X% will work along with the bots (@ 30%) whilst others will be retrained to work along side bots in the refineries (@ 10%). So maybe 60% of the manual workers will be let go to find work elsewhere and be retrained.
   Frigging amazing.

8. Tesla has apparently started a taxi service in Tampa Florida called DASH.
   This is to start the process of building the Robotaxi in my view.

9. i don't see 20m vehicles but i do see 16m of which 11m will be model tau / robo taxi by 2030 but go no higher

10. Please use chapter breaks and titles

11. FANTASTIC revelations ✨🎇🥳

12. BRIAN💪❤

13. If anyone is going to win the skateboard wars, it'll be CATL

14. Thanks Randy! Guys, hit the like button! It’s so easy to do, I’m surprised more people don’t do it..

15. Do we have an estimate of what the KW hour cost is on their 4680 batteries? I don’t see a lot of conversation on this and it is the main cost of the cars into 2024-2025 as their battery production increases.

16. Randy you should stop talking about RoboTaxi that is so short sighted instead talk about transport-as-a-Service (TaaS) moving people is only a small part of the TAM…

17. Randy, mum's would hire a robotaxi flagged as a baby carrier. People will hire a cybertruck fitted out for tent-camping.

18. All true, but you did not even mention Tesla energy which is here and dramatically expanding right now.

19. Elon should start his own Union.

20. 3 shifts, 7 days, 365 (minus maintenance of factory lines), lower costs for Tesla suppliers.

21. Does the Cybertruck have enough of the right features to begin replacing 'official' light utility vehicles? How about SUV and pickup sized police and fire department vehicles? Is there a National Guard or U.S. Army application for this sort of vehicle? How about the National Forest Service? I expect there will be many county, state, municipal and federal official vehicle purchases of Cybertrucks in the future. When that shoe drops are we looking at hundreds of thousands of orders added in a small number of years? When? Could that happen before 2030? Would the battery production support that sort of growth in addition to 'normal' growth throughout the Tesla vehicles markets?

    I really want to see what Tesla does about the van market. If they come up with a popular design for a small bus or similar mid-size people mover, that might be the first Tesla I actually ride in. We have a small bus service that runs up and down our valley several times each day. I could imagine them investing in a Tesla for the maintenance, fuel and basic cost savings . . . and FSD. Can Tesla create a 'stretch' or just larger van/minibus based on the CT design? I'm thinking small, consumer/family vans won't be adequate for the wheelchair customers of a small bus service, so that whole idea will have to wait on a Tesla utility vehicle sized chassis, probably in the 2030s. Could easily be wrong about that — maybe a Semi chassis under a midsize bus shell will be a popular deal, but another market that must wait on many, many more batteries produced each quarter and year.

    Tesla will eventually have to consider whether there is enough business in the full size utility truck market to justify investing design and development time there. Probably not before 2030s, maybe 2040s. Meanwhile, how much can be leveraged from the existing Semi design? Probably lots of different utility vehicles, fire department vehicles, tank transporters, liquids tanker transports and such, but SO many batteries, and BETTER batteries needed to address a serious fraction of those markets. Tesla probably will sell chassis to 3rd party specialty designer/manufacturer shops for these products, and the costs/quantities of available batteries will be an endless bellyache for whoever tries it.

    Cybertruck, Semi and their evolved future versions will be a source of endless entertainment, speculation and business opportunities. There is SO MUCH potential in the Cybertruck and its production line as their technology continues to advance . . . so long as batteries chemistry and production technology continues to advance FASTER.

22. Humans need to doing things the same way. Part of problem solving is try something different. I am a retired Electronics Engineer that often helped other Engineers to resolve issues. If you do the same repair with the same problem, then you are not solving the problem. Open you mind and think elliptical or oblong or parabolic to resolve a problem. If you think circular then you end up with the same repair. You got to think outside the box, that is what makes a great Engineer.

23. It's time for full self operating farms with Tesla Bots. Build a closed environment safe from bugs that uses special UV lights for the perfect growth median that allow perfect growth of Vegtables. Use solar panels to power the farm then food would cost less. Elon can figure a way to automatically processed and sent vegetables by drone directly to homes. It's time for Elon"s brother Kirby to get in sync and make it happen.

24. Life in the future will be less expensive as we innovate and reduce the expense of living. Yes Bots will replace humans on many labor issues. Humans will work less and have more time to spend to relax and retire earlier. The future looks bright unless we blow ourselves up and possible that we use bots to have war and no human needed. Who knows this might be a good trade off

25. Randy I agree, this channel should be getting thousands more viewers daily.

26. Consider yourself shared! I thoroughly enjoy Brian as your guest.

27. The TESLA BULLS, myself included are away out over our skis on FSD, Ai, Robots, xAi, Cybertrucks, Space Travel….nothing is going to happen near as fast as we are projecting. AND it's killing Elon Musk's prognostications and is sealing the TESLA Stock price in it's present position.

28. Tesla does not price its vehicles on a cost plus fixed markup basis. Instead it bases pricing on what the market will beat with demand equalling production. So looking at facts, the original promised price in 2019 was at $40k. Just for inflation that would today be about $48k. Bot actual costs have gone down. Batteries are already cheaper. In addition locally sourced betteries and pack have a $45 government subsidy. This should already mean the vehicle was less expensive to produce.

    So current pricing is based on what Tesla believes the market will support at the outset, not on actuat cost meked up at a fixed rate.

29. Great video Randy. Only question I have, why are you on the left?

30. Fire the pianist.

31. Most of the agreements with governments from Federal to state and local have employee requirements attached. So it will be essential for Tesla to increase facilities to meet those requirements at those locations.

    Since bots do not need to meet human safety standards each producrion line might require less space, allowing that increased production to occur in the same floor space.

32. I hope they finish developing the 3rd generation of 4680 cell before the end of 2024 that way they can implement it on line 3 and 4. With the much better thermal characteristics of the 4680 they might as well make their new cell 1.5 time the size and just loose 2inch clearance. 69120 cell can would give them lots of head room for their future truck plateform for towing van and RV with 500+ range! Plus faster cell manufacturing!

33. Can we be honest here?
    Tesla unveiled the 4 years of waiting for Cybertruck with 2,000,000 preorders on Nov 30, 2023, Thursday
    and TSLA tanked
    even the next day Dec 1, 2023 the stock closed lower

    This is what you call a RED FLAG warning

    There is no more of a warning you can ever get when something like that happens
    This is a double red flag – a hurricane warning to the world
    Big problems at Tesla – BIG

34. To be fair to GM, they have paid dividends in some of those years, but still a shitty deal. Marry was at one time suggested as Bidens running mate, which explains a lot.

35. Everyone gets it. That's why the stock is already so high and not going any higher till something actually moves from hypothetical to the bottom line

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