Everything Elon Musk Said At Tesla's Q1 2024 Earnings Call

Автокөліктер мен көлік құралдары

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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
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Пікірлер: 196

  • @BradZook
    @BradZook23 күн бұрын

    Thank you SO MUCH Farzad for doing this! I rely on these cut up videos from you.

  • @daloriscutone6380
    @daloriscutone638023 күн бұрын

    My car drives me around by itself. I love my car and I still believe in the company. I hope we dip close to $100-$120 again. I wanna load the boat. Apart from Tesla what would be the best 5 etfs for a beginner

  • @amgengroup5352

    @amgengroup5352

    23 күн бұрын

    In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 2.5m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k. handed it to a trader here in CA, I get weekly pay out which I put back on long term ETF's. Google will be a huge buy for me when the market bottoms.

  • @daloriscutone6380

    @daloriscutone6380

    23 күн бұрын

    Good picks, Smart strategy for beginners, Please share this Expert with me.

  • @amgengroup5352

    @amgengroup5352

    23 күн бұрын

    She is Katherine Elizabeth Humphreys look her up online

  • @harlibassham8187

    @harlibassham8187

    23 күн бұрын

    I've known Kath since my early days as an investor. She trades for me and advised me to diversify dividends to 50% FXAIX, 25% SCHD, and 25% QQQM, which has been great. I highly recommend her.

  • @jasminemccumber4694

    @jasminemccumber4694

    23 күн бұрын

    Katherine !! I know her from my early days as an investor. She's brilliant and patient. Many of my colleagues have worked with her, and I highly recommend her.

  • @motarski
    @motarski23 күн бұрын

    If you ask the wrong question, then the right answer is impossilbe

  • @Joe44944
    @Joe4494423 күн бұрын

    My goodness, this seems to me like when Steve jobs unveiled the iPhone.

  • @DanRibar
    @DanRibar23 күн бұрын

    So glad Elon was upbeat and positive yesterday. It's a lot easier to be all-in with TSLA when you have a leader to believe in. Thank you Farzad for putting this together.

  • @Johnny_Savage

    @Johnny_Savage

    23 күн бұрын

    where do you see a leader? this guy is on twitter 24/7 and comes back to the company once every two years just to lay off some thousands of people

  • @Dommct

    @Dommct

    23 күн бұрын

    share price down nearly 50% this year.. what a great leader!

  • @andrewsaint6581

    @andrewsaint6581

    23 күн бұрын

    ​@@Johnny_Savageyes, pull up the weeds. Have you ever worked with people slower and or less efficient than yourself? Also last time at Xtwitter what happened? Fb, Google and lots of others copied him but we forget don't we. Google it. 😉

  • @andrewsaint6581

    @andrewsaint6581

    23 күн бұрын

    ​@@Dommcthow's Mary Barra done while she's been promising stuff at gm? Ps Mary Barra CEO and Mark Royce President have each sold more shares in the last three years than they currently hold in gm. SEC filings. Stock buyback while selling before retiring? Move along, nothing to see here.

  • @MaximGhost

    @MaximGhost

    22 күн бұрын

    That wasn't "Upbeat Elon" That was "Chip-On-His-Shoulder Elon" ... which is EVEN better than Upbeat Elon.

  • @thomasoneill7365
    @thomasoneill736523 күн бұрын

    Simply brilliant Farzad 👍

  • @tiyw6980
    @tiyw698023 күн бұрын

    Farzad, I want to vote to reaffirm Elons pay. He’s the only reason I’m invested in Tesla. But I can’t find out how to vote or when to vote? I called my broker and they didn’t see any shareholder notice for this vote? Where, and when, and how do I vote. I’m worried if it’s this hard for me, other people won’t be able to find out how to vote to affirm his pay either

  • @DaxVJacobson
    @DaxVJacobson23 күн бұрын

    This must have been excruciatingly hard to do! Thanks!

  • @ccmurray7054

    @ccmurray7054

    23 күн бұрын

    For real! Appreciated!

  • @dksculpture

    @dksculpture

    23 күн бұрын

    Yes, if he didn’t use AI.

  • @farzyness

    @farzyness

    23 күн бұрын

    It's a lot quicker when all you've done for the last 2 years is editing.

  • @anthonyballog8026

    @anthonyballog8026

    23 күн бұрын

    ​@@farzynessthank you for all your hard work. Also, thank you Elon for this incredible opportunity. My grandmother said long ago not keeping up with the times is a sign of ignorance. People have no clue what is happening.

  • @erickessler6094

    @erickessler6094

    23 күн бұрын

    ​@dksculpture haha, Farzad, Is AL an intern in your office. 😂

  • @tuttappanna1
    @tuttappanna123 күн бұрын

    I love Tesla cars just can't afford one , so far I have 4 shares on Robinhood, thanks Elon

  • @jstitt13
    @jstitt1323 күн бұрын

    My fav line of it all…. “We’re putting the actual auto in automobile.”

  • @Pikminiman
    @Pikminiman23 күн бұрын

    I was hoping someone would upload exactly this, so I waited. Thanks for saving 68% of my time~

  • @River313
    @River31323 күн бұрын

    Thank you for this 🎉

  • @MrFilip94
    @MrFilip9423 күн бұрын

    I FKN LOVE how Elon is the only CEO in the world who quickly sidelines into how many cells/bacteria a human is made up of! Grade A stuff hahaha!

  • @howardzhao6201

    @howardzhao6201

    23 күн бұрын

    And at the same time, making fun of acronyms like GPU and IRA😂

  • @macioluko9484
    @macioluko948423 күн бұрын

    Thank you for the great edit!!!

  • @korik79
    @korik7923 күн бұрын

    Love these super cuts. Thank you!!

  • @ChrisDaubitz
    @ChrisDaubitz23 күн бұрын

    Awesome thank you Farzad!

  • @stefanlittauer9365
    @stefanlittauer936523 күн бұрын

    Excellent. Thanks Farzad

  • @RawandCookedVegan
    @RawandCookedVegan22 күн бұрын

    Great editing Farzad, Elon is the one we really want to hear.

  • @Ankur10798
    @Ankur1079823 күн бұрын

    We can always count on Farzad, if we miss anything Tesla/Elon. Thanks man.

  • @luismoya5268
    @luismoya526823 күн бұрын

    Thanks for the video

  • @lukwaikit
    @lukwaikit22 күн бұрын

    The best earning highlight videos I got. Thanks for doing it ❤

  • @SwamiShailendraSaraswati
    @SwamiShailendraSaraswati23 күн бұрын

    Thanks a lot for the great edit. ❤

  • @TheOukeren
    @TheOukeren22 күн бұрын

    Thank you Farzad! Much appreciated 🙏

  • @ericdelevinquiere9902
    @ericdelevinquiere990223 күн бұрын

    I love when a plan comes together!

  • @RB-co8hl
    @RB-co8hl22 күн бұрын

    Thank you Farzad you always fill us in. Thanks again for doing this Thank you for filling us in

  • @kassidylane
    @kassidylane23 күн бұрын

    Great edit!

  • @sanjayraajarajagopalan1674
    @sanjayraajarajagopalan167422 күн бұрын

    Thanks for doing this, Farzad

  • @jimparr01Utube
    @jimparr01Utube22 күн бұрын

    Thanks Farzad.

  • @Farken_JacksFacts
    @Farken_JacksFacts22 күн бұрын

    Thanks mate for this. Makes it soo easy to get all the Tesla info I need. Especially having it all cut up to all the important stuff.

  • @UNCIVILIZE
    @UNCIVILIZE23 күн бұрын

    Excellent!

  • @byronchurch
    @byronchurch23 күн бұрын

    Wow ! Thanks for that !

  • @highlanderapparel
    @highlanderapparel23 күн бұрын

    Thank you, farzad, the Highlander.😊❤

  • @Luisesquena
    @Luisesquena23 күн бұрын

    The Henry ford story evolving for EV’s

  • @neightarch
    @neightarch23 күн бұрын

    If only he could speak this well streaming thoughts

  • @ExecutiveZombie

    @ExecutiveZombie

    23 күн бұрын

    I speed up people who are phenomenal at speaking because the best speakers take their time. It’s just I’m in a hurry… lol

  • @SpaceDad42

    @SpaceDad42

    23 күн бұрын

    His brain is many steps ahead of a normal human.

  • @eamonshields2754
    @eamonshields275423 күн бұрын

    Great talk. Tesla is a sleeping giant

  • @strengthaxlesystem
    @strengthaxlesystem23 күн бұрын

    would have been nice to see a m3p event with the earnings call

  • @ThysRoes
    @ThysRoes22 күн бұрын

    What's the reasoning behind not being able to transfer FSD, if it is software anyway? It seems like a database entry. What would be the issue?

  • @jackknightsbridge5232
    @jackknightsbridge523222 күн бұрын

    People who ask questions and Elon were on totally different planes of consciousness 🤣

  • @timnewell4015
    @timnewell401523 күн бұрын

    Farzad, did you use any AI tools to edit this, or is it all manual?

  • @spacep0d
    @spacep0d22 күн бұрын

    Think of all that distributed compute being used from nodes (cars) charging with solar. Basically, free compute!

  • @rogerfroud300
    @rogerfroud30023 күн бұрын

    Most people want to have their car ready and waiting to go, not to have to schedule or summon it. Since level 5 FSD is going to be really expensive (Elon says it will be), you would have to add it to the network most of the time else it wouldn't be viable. This can only work if you get charged and can charge customers on a trip by trip basis with perhaps a small standing service charge. Personally, I don't see it having a large takeup outside of Cities. Even there, there would be too many cars chasing a few customers, suppressing the price and making it unattractive to owners. You can argue that there are lots of private cars sitting idle overnight, but there won't be many customers then. I can see Tesla's fleet replacing human taxi drivers, but not much more. I just want a reasonably priced car for my own use. FSD isn't important to those of us who actually enjoy driving.

  • @iditarod4081
    @iditarod408120 күн бұрын

    He didn't admit it but it sounds like he's shifting his workload back to Tesla from SpaceX.

  • @maryschaefer4381
    @maryschaefer438122 күн бұрын

    Keep doing what you are doing. You are a great icon for my grandsons

  • @williamtheos
    @williamtheos23 күн бұрын

    "we've reduced the subscription price to $99 a month so it's easy to try out" on the earnings call... why does this sound to me this will either increase, discontinued to push full purchase of FSD only?

  • @menotyou1234
    @menotyou123423 күн бұрын

    $3 billion computer, cool..! i.e. 85,000 h100's x $35,000/ea = $2.975 billion

  • @bzzt88
    @bzzt8823 күн бұрын

    I’m just laughing at how Elon cuts through all the crap! 😂

  • @craighermle7727
    @craighermle772722 күн бұрын

    Musk wasn't "depressed' during the Q4 earnings call, he just wasn't trying to hype anything.

  • @sooner1125
    @sooner112523 күн бұрын

    I still don’t have v12 on my 22 model 3

  • @RoschetzkyPhotography
    @RoschetzkyPhotography23 күн бұрын

    Thanks for all your work! You are truly allowing regular people and public investors like us to gain so much valuable information in such a short time allowing us all to achieve a much higher level of understanding of what we are investing in.

  • @patrickknobloch6664
    @patrickknobloch666423 күн бұрын

    ELON!

  • @lou7139
    @lou713923 күн бұрын

    1:16 It sounds to me like Tesla has decided to do what Apple did and create a Model 3 SE and/or Model Y SE. The SE line of iPhones uses aspects of newer gen stuff like the processor, cameras, etc. but is built on older chassis using previously established manufacturing lines to save on R&D costs. So I guess all-new Model 2 is cancelled and replaced with the "SE" line of Model 3 and/or Model Y. Not exactly what I hoped for but if it worked for Apple maybe it will work for Tesla? Maybe we'll get actual next gen consumer vehicle in 2-3 years?

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    Incorrect, Model 2 will be based on the same production line as the Robotaxi. Not cancelled, but deprioritized due to recent developments with FSD.

  • @ThysRoes
    @ThysRoes22 күн бұрын

    After this call, I get the feeling Tesla isn't really focussing on 4680s anymore as the center piece of their existence - sees it more as one of the many puzzle pieces to create electricity hardware that can power AI.

  • @thejose24
    @thejose2422 күн бұрын

    Blows my mind how so many believe FSD will never happen ever. Thanks for this supercut Farzad! Question: is FSD ($8,000) required if you want to have your car join the Robo taxi fleet for example?

  • @UNCIVILIZE
    @UNCIVILIZE23 күн бұрын

    They don't know how to project battery access & costs if the government incentives can come and go whenever. This is the perfect example of why we should just let the market run.

  • @triumphtetteh
    @triumphtetteh23 күн бұрын

    My question is how will robotaxis be charging autonomously?

  • @friedpickles342

    @friedpickles342

    23 күн бұрын

    They could be summoned to a charger with a robot waiting to plug them in.

  • @williammazza3531

    @williammazza3531

    22 күн бұрын

    Since this probably won't be happening tomorrow, I'm sure the technology to place the charger in the ground will be available at a cost affordable to the common person. Until then, the owner of the vehicle will still have to plug them in. Unless Tesla is just sending out a bunch of unmanned vehicles that belong to nobody

  • @swiix8500

    @swiix8500

    22 күн бұрын

    My guess is that the charger would be like an autonomous snake plugging into the car. Though if every single charger would have that I would probably be a high total cost for the company. Until then they will probably have a worker plugging and unplugging the vehicles at the super charging stations. Thats just my guess

  • @tireddad6541
    @tireddad654123 күн бұрын

    I guess my question is, as ICE declines, in China, that increases the costs for ICE everywhere China provides parts. That will take several years, but....

  • @AlanMullett

    @AlanMullett

    23 күн бұрын

    Yes, and the problem European makers have is that they are required to stock parts for any car they have sold in the last ten years. How do they do that when the supplier companies that made the parts don't exist anymore? There's going to be a lot of pain as the cost advantage of scale goes into reverse.

  • @menotyou1234

    @menotyou1234

    23 күн бұрын

    Chine just passed 50% sales are BEV last month..., but, they are over producing BEV's at the moment.

  • @MaximGhost

    @MaximGhost

    21 күн бұрын

    That's what 3D printers are for

  • @FirstLast-fr8jk
    @FirstLast-fr8jk23 күн бұрын

    I didn't understand why instead of saying something like "Tesla believes pure EVs, not hybrids is the way to go" say because it's not the best of both worlds, it's the worst. Why lug around the gas and engine and be less efficient? As well as when driving on gas you are less efficient because you are lugging around a battery and more

  • @FirstLast-fr8jk

    @FirstLast-fr8jk

    23 күн бұрын

    We all know this but most don't understand this.

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    Just look at the data for fire risk after an accident. Hybrids are the worst, cause they’re not optimized for either technology.

  • @stefanpredl6849

    @stefanpredl6849

    22 күн бұрын

    i want a tiny fuelcell for heat would be funny to mock others

  • @PeteNPiano

    @PeteNPiano

    22 күн бұрын

    Quite simple, you can stop and get gas in 4-5 minutes and generally get more range from that 4-5 minute stop than 30 minute stop in an EV. Now that PHEV are starting to push 18+kwh batteries and > 100hp full electric they are more efficient on *time* when driving long treks and you can still drive 95% of your daily driving in full EV mode. We have a model Y and it chews electricity at freeways speeds because the lack of gearing efficiency so our 7 hour trek to the cottage becomes 9 hours. So yes, PHEV is a very viable solution for boomers who want convenience and ease of use and have money.

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    22 күн бұрын

    @@PeteNPiano And your risk of fire increases. Over a hundred times the risk of a BEV.

  • @bravenkind7843
    @bravenkind784323 күн бұрын

    “We are putting the auto in automobile” - Elon

  • @michelcote
    @michelcote23 күн бұрын

    Tried Supervised FSD 12.4, still require work. still dont see when it will be ready

  • @audience2

    @audience2

    23 күн бұрын

    12.4 is only available to staff members.

  • @michelcote

    @michelcote

    23 күн бұрын

    @@audience2 12.3.4, my bad

  • @Shelton8253
    @Shelton825323 күн бұрын

    The idea of selling Optimus is like selling a smartphone you can do whtevr u want with it and the manufacture just send a software update 🎉 u are responsible for wht task the robot do not the factory 😊

  • @OTEAROA
    @OTEAROA15 күн бұрын

    EV's need to be affordable for/from the beneficiary to the CEO.

  • @mikejespersen2028
    @mikejespersen202822 күн бұрын

    Question: if Elon uses Tesla cash in a share buy back to bring his holdings to over 25%, how many shares must Tesla buy back?

  • @ThysRoes
    @ThysRoes22 күн бұрын

    The sub 25k car - why does he not want to comment on it at all? 9:15 9:55

  • @dianedean4170
    @dianedean417023 күн бұрын

    🎉❤😊 We need to fund major upgrades to our grid, and I recommend we look into tapping into insurance companies who sit on very large amounts of money. Imagine the return to prosperity with these investments ✨️ Thank you so much, Farzad, for all your videos. I really appreciate listening to Elon's conversations on technology. I believe in striving for curious and conscientious reliable technology. ❤😊✨️

  • @bpo6955

    @bpo6955

    23 күн бұрын

    “Tapping”? What do you mean?

  • @michelleabaya287
    @michelleabaya28720 күн бұрын

    When Mr Musk talks, everybody listens !!! 😊

  • @RVDL
    @RVDL22 күн бұрын

    Tesla becoming the Microsoft of car manufacturers? Selling their AI/OS to other OEMs?

  • @StressMats
    @StressMats22 күн бұрын

    Biggest shorting opportunity in the history of mankind.

  • @erikm9768
    @erikm976822 күн бұрын

    When they start to talk about imaginary product revenue streams or agree with Cathie Woods then that's when I get worried. This doesnt sound good at all

  • @dstylez1171
    @dstylez117123 күн бұрын

    Get ready for slogans like....Tesla inside....powered by tesla....Tesla safety suite v1...FSD by Tesla...etc...😂😂...keep it coming!!!

  • @TheCaminoGuide
    @TheCaminoGuide22 күн бұрын

    People really don't understand how huge the robotaxi nextwork will be. I have been thinking about getting a car, but I don't drive much at all. So I was waiting for the new $25k model. Now with access to the Robotaxi network, I may not need to buy a car.... OR! I could buy my car and just leave it full time in the Robotaxi network. I won't be emotionally invested in it because I'm renting it to other people from the start with the idea of making money and having it pay for itself. I will use it when I want and rent it out the rest of the time. If I can generate just $100/day, that's $3000/month. It's going to be huge and Tesla will not be able to meet the demand.

  • @lourdessilva6442
    @lourdessilva644222 күн бұрын

    Sem palavras essa apresentação está muito feliz em ver seu sonho se realizando graças a muito empenho dedicação e amor ao trabalho muito vezes horas árduas de trabalho mas com os resultados vão aparecendo sem palavras es muito amor envolvido jamais desistir e que talento em gestão tudo que faz e realmente em prol da melhorias de qualidade de vida baixo custo e tecnologia igualzinho o semelhante a dos seus foguetes isso realmente não tem preço e faz a diferença nesse mundo eterna gratidão amo e aprecio tudo que faz continue assim já deixou um legado na história que orgulho ter lo entre nós e que bom deixar acompanhar seus verdadeiro milagre tudo através de conhecimento e muita dedicação que orgulho nosso herói Deus o proteja d conserve por longos anos es muito importante é precioso apesar de muitas montanhas em seu caminho segue em frente no topo sempre e deixa essa turma de pensamento muito mas muito velhas e ultrapassadas para trás e que impedem seu sucesso mas jamais irá tirá lo sim Deus no comando de tudo

  • @rb8049
    @rb804923 күн бұрын

    Elon science teacher Bio101 ! 🤣

  • @keithpeterson9560
    @keithpeterson956023 күн бұрын

    Well maybe Tesla developed the 4680 to hedge, but they did buy Maxwell for their patents. That was a few years before 4680…lol edit…. Wasn’t it?

  • @anthonyballog8026

    @anthonyballog8026

    23 күн бұрын

    Yes in 2019. Great investment.

  • @douglaswatt1582
    @douglaswatt158222 күн бұрын

    Way better to listen to this with all the empty space and pauses edited out

  • @michelcote
    @michelcote23 күн бұрын

    If Tesla use my car computer, I would like to be able to be paid for it's use of electricity at least.

  • @moneyminder01
    @moneyminder0123 күн бұрын

    300 Billion miles in FSD is mathematically impossible at this time with the currently number of vehicles using g FSD. I am surprised no one has calculated this prIor. I do not think that ALL vehicles of Tesla since the first Roadster have cumulatively driven 300 Billion miles.

  • @mrperson1324

    @mrperson1324

    23 күн бұрын

    Tesla recently hit 1 billion miles driven on FSD. It's been around 300 million this year.

  • @mikewu9483
    @mikewu948323 күн бұрын

    hire 30,000 more orkers to make model 2 ,robotaxi why layoff

  • @travisjazzbo3490

    @travisjazzbo3490

    23 күн бұрын

    30,000 workers? What?

  • @josephlgamblejr9560
    @josephlgamblejr956023 күн бұрын

    Do you think China is gonna let another CEO take over the factory?

  • @erikm9768
    @erikm976822 күн бұрын

    When tesla have FSD then all other car makers will have FSD soon after... its not going to be significant only for Tesla.

  • @ArtworkAnon
    @ArtworkAnon22 күн бұрын

    Chirp at 4:05.

  • @misterkeeper
    @misterkeeper23 күн бұрын

    How many people is tesla laying off ???

  • @route55qatar

    @route55qatar

    23 күн бұрын

    15k

  • @SpaceDad42

    @SpaceDad42

    23 күн бұрын

    As many as it takes to efficiently run the business.

  • @migpinx
    @migpinx23 күн бұрын

    A car I don't have to drive and it's used by others. Elon just invented the taxi.

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    A taxi that could earn you additional income while you are at work.

  • @migpinx

    @migpinx

    22 күн бұрын

    @@hardcoreherbivore4730 Income that won't be enough to pay for the car insurance (if you can't actually get one).

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    22 күн бұрын

    @@migpinx Gotta love the internet, dumb people in mass. You’re paying for insurance for the car to sit there doing nothing. 🙄

  • @migpinx

    @migpinx

    21 күн бұрын

    @@hardcoreherbivore4730 First of all, I find your self awareness refreshing. No insurance company will insure a car that is driven by an undetermined number of drivers, with an undetermined record. If they do, they will charge an outrageous amount of money that will be even higher for an EV. The TCO will be so high that if the concern is the utilisation rate of the car, one might as well take a Taxi everywhere.

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    21 күн бұрын

    @@migpinx Who’s going to be driving again? Doubling down on your idiocy. The word you are looking for is “passengers”. 🤣

  • @River313
    @River31323 күн бұрын

    So Boooleesh

  • @TedT56
    @TedT5622 күн бұрын

    You're innocent when you DREAM, but not when you're LOSING money. This is hopium: irrational optimism because in the next two years these dreams are unlikely to be realized.

  • @nordlandak6853
    @nordlandak685323 күн бұрын

    Elon didn’t show a robotaxi or 25k car. He’s just talking about it. Plus there is no margin in a 25k car let alone demand!

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    That’s August 8th, where have you been!? This is an investor earnings call. You’re not considering the continued revenue from FSD. Doesn’t matter if they sell volume cars at cost, with on going revenue from FSD subscriptions. No market for a $25k car!? 🤣

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    Still only evaluating as an auto company. When will people learn?

  • @TheRaizerx
    @TheRaizerx23 күн бұрын

    Let’s be clear - the real future for TSLA is FSD, Optimus and to a smaller extent the battery storage/energy business. All TSLA EVs are part of this FSD project. FSD has to be much better than a great driver- you- to be viable. Also all the regulatory approvals per state+ country have to be obtained. At present FSD is not solved, it has a ways to go for all situations. The assumption is scaling with more compute and data gets us to superhuman driving ability. Perhaps this solves the problem or perhaps you get stuck in an endless march of 9’s. Optimus is also another wildcard. FSD and Optimus working at comparable human level makes TSLA the most profitable company in the world by a huge margin. The stock price today at $160, $120 or $300 doesn’t matter then. But TSLA has to solve a problem that has never been solved before to achieve these goals. TSLA could determine if EVs were technically feasible. There was no need to invent a fundamental new technology for FSD/optimus . I hope they succeed and there is no other company betting the farm on this future and that is incredible to watch. Remember, new models are promised for end of this year or early next year. Ramp takes time and Elon time dilation applies …

  • @seikojin
    @seikojin23 күн бұрын

    Your car can mine bitcoin

  • @koruki
    @koruki18 күн бұрын

    Startling that Musk randomly would drop numbers on how much bacteria an average human has on them rofl

  • @michaelpalmer1384
    @michaelpalmer138423 күн бұрын

    I'm a Tesla bull but to put things in perspective - In reality, nothing has changed (same financial/production/demand problems as before). But in the hopium world, things have changed - the main issue being the accelerating of the future production timeline of Tesla's cheaper car(s)... with a changed caveat - instead of pulling this off with new Gigafactories, they'll retool existing factories. Which calls to question - no brand new models, but instead just tweaked existing models with lower COGS ? It's all exciting, but nothing will change unless Musk can execute all this hopium "on time" (that's always been an achilles heel). And the execution of all his other hopes stated in the earnings call. The talkin' was done - now ya gotta walk the walk. That's what the investors truly want to see before a s*-ton of money piles back into Tesla stock

  • @abcd123553

    @abcd123553

    23 күн бұрын

    They do need newer models though. They need two non luxury priced SUVs, not crossovers but actual SUVs which Americans lkve and they need a cheap 25-30k small SUV or hatchback. And a midsize truck in the future also. There’s so many Teslas bere in California and people are getting tired of seing the same models.

  • @noleftturns
    @noleftturns23 күн бұрын

    Here's what really happened in Q1 of 2024: Income imploded 55% to $1.1 Billion Revenue imploded 9% to $21.3 Billion Elon cooked up the crazy idea of the Cybercab, which will never happen and the stock market went nuts and went up instead of down. Oh, and GM went almost the exact opposite way, and no talk of turning your car into a robot taxi.

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    Show me a year since 2019 where Q1 didn’t show similar numbers!? 😆

  • @noleftturns

    @noleftturns

    23 күн бұрын

    @@hardcoreherbivore4730 nothing like failing over and over again. I see your point.

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    @@noleftturns Maybe people are doing taxes rather than buying cars in Q1. Seems consistent across the industry. 🤣

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    @@noleftturns Does FUD make you feel better about yourself!?

  • @noleftturns

    @noleftturns

    22 күн бұрын

    @@hardcoreherbivore4730 Sounds like a fairytale to me. In Germany, Tesla sold 40% fewer units in Q1 than a year ago They spend 3 months doing taxes too?

  • @RogerWilsonTodd
    @RogerWilsonTodd23 күн бұрын

    Hey, ELON! You’ve made yourself disliked so much that people reject your products. YOU DID THIS!

  • @andreasl4507
    @andreasl450720 күн бұрын

    Should go down to 120$ trully a shit Q1. Disgusting bad

  • @sca04245
    @sca0424523 күн бұрын

    Rule 1: If at first your scam fails, scam bigger.

  • @douglaswatt1582

    @douglaswatt1582

    22 күн бұрын

    If your first trolling comment flops just keep spitting out trolling comments. Eventually one will catch on.

  • @CaptainDavidNMartinLawEn-nl2qe
    @CaptainDavidNMartinLawEn-nl2qe22 күн бұрын

    To the KZread community , you seem to censure and act Godly and lay judgement , apparently your not American community as that's not how we do things here, so where is your community China maybe?

  • @dougmanck4149
    @dougmanck414923 күн бұрын

    So three new models in the next 12 months or so: Model Y Juniper, Model Y RWD LR and a cheaper Model 3. With the Model 2 severely delayed. Nice but nothing special.

  • @aussiepawsborne9056

    @aussiepawsborne9056

    23 күн бұрын

    They literally just said compact car coming early next year…..

  • @hardcoreherbivore4730

    @hardcoreherbivore4730

    23 күн бұрын

    Still only evaluating as a car company. 🙄

  • @dougmanck4149

    @dougmanck4149

    23 күн бұрын

    ​@@aussiepawsborne9056 Model 3 is a compact car. The Gen 3 will be a subcompact like a Subaru Crosstrek

  • @dougmanck4149

    @dougmanck4149

    23 күн бұрын

    ​@aussiepawsborne9056 Nope, they said an affordable vehicle. Which they already consider the Model 3 to be.

  • @CaptainDavidNMartinLawEn-nl2qe
    @CaptainDavidNMartinLawEn-nl2qe22 күн бұрын

    Elon I just seen something from you about all cars being electric , I am now doubting you sir and that is disturbing to say the least, I thought you had a hydrogen power plant designed for tesla ? Or did I miss something or it I'd not feasible sir?

  • @nickv8816

    @nickv8816

    22 күн бұрын

    What are you smoking? Hydrogen and Tesla don’t go together. Never have, never will

  • @CaptainDavidNMartinLawEn-nl2qe

    @CaptainDavidNMartinLawEn-nl2qe

    22 күн бұрын

    Sir , very recently it was disclosed with pictures of the hydrogen drive that Elon had designed and that he was not putting electric drives into the tesla that he was upon a new path , so then what are you smoking , is it peaceful, maybe we could smoke together and unitedly come to understanding of each other , or are you not a united we stand type person ?

  • @nickv8816

    @nickv8816

    22 күн бұрын

    @@CaptainDavidNMartinLawEn-nl2qe that my friend was not real, you have been duped. Elon has always stated he would never use hydrogen fuel cells. Tesla has always been for a 100 percent Electric future. You will find zero statements or releases from Tesla about a hydrogen future. The only thing you will find is him saying things like "hydrogen, the most dumb thing I could possibly imagine for energy storage." And “Fool Sell”. Look it up if you don’t believe me. That’s been his stance since they went public. Hydrogen is never going to be in the future of transportation…

  • @absoluteintelligence
    @absoluteintelligence23 күн бұрын

    Dumped all my Tesla shares today. This pump won't last. That earnings call was all hot air. I have come to realize Tesla does not care about its customers, only its products. Until that changes, I'm out.

  • @GVWOLF11

    @GVWOLF11

    23 күн бұрын

    How do they not care about customers?

  • @absoluteintelligence

    @absoluteintelligence

    23 күн бұрын

    @@GVWOLF11 I think Elon's instant "No." to the idea of transferring FSD for people that paid $12k for beta software is very telling. I think that is completely a reasonable request considering what has happened. And did anyone hear customer service even mentioned? I didn't. Being a maturing car maker, customer service matters, and I can tell you firsthand, my experience has been weak.

  • @menotyou1234

    @menotyou1234

    23 күн бұрын

    Bye, and Bye-Done can Go with you...!

  • @fernandomescalito5307

    @fernandomescalito5307

    23 күн бұрын

    You will regret it

  • @absoluteintelligence

    @absoluteintelligence

    23 күн бұрын

    @@fernandomescalito5307 I hope I do strangely enough. I was a huge Tesla fan and want to be again.

  • @j.kimmer1509
    @j.kimmer150923 күн бұрын

    When you speed up Musk's voice recording....Elon sounds smarter than he already is.

  • @davidws5439
    @davidws543923 күн бұрын

    Elon, we want V to L. Gas vehicles have had this feature for years. Why is Tesla so far behind on a very simple feature 🤔. Having nema 5-20 plugs and a nema 14-50 plug would be great for boondocking and simple camping 🏕

  • @douglaswatt1582

    @douglaswatt1582

    22 күн бұрын

    Gas vehicles have been able to power the grid for years? What in the world are you talking about.

  • @davidws5439

    @davidws5439

    22 күн бұрын

    @douglaswatt1582 I see that you do NOT know how to read. Read it again, real s l o w...

  • @douglaswatt1582

    @douglaswatt1582

    22 күн бұрын

    ​​@davidws5439 why don't you try fixing your comment because reading it at any speed it is full of nonsense. Gasoline-powered vehicles have not had electrical outlets on them except for a few trucks as an extra cost option. V to G is vehicle to grid so yes you are talking about powering the grid from your gasoline vehicle. Please show me an example of this lovely idea.

  • @davidws5439

    @davidws5439

    22 күн бұрын

    @douglaswatt1582 Yes, if it's any better now. If not, i can just delete it for you.

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