Musk Comments on Next Gen Tesla, Cybertruck + China Sales Spring Ahead
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- Опубліковано 4 гру 2023
- ➤ Munro interviews Musk: • Elon Musk and Sandy Mu...
➤ New comments on next-gen vehicles, Cybertruck
➤ EPA publishes Cybertruck certification report
➤ China sales continue to rise
➤ Tesla adjusts tax credit language for Model 3
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Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives - Наука та технологія
Those strong deliveries in China are fighting stiff headwinds. Joblessness is up, foreign capital is fleeing, and China is in a real estate, banking and public debt crisis that looks like Enron x 1000. Consumer spending is anemic. Yet Tesla can still set minor sales records. Really, it's kind of astonishing.
Thanks for your reporting, Rob.
Keyword: China Exports
@@MossMini they're down, too.
Musk should focus growth on countries with strong labor markets outside Asia. Their wealth should grow as we decouple from China.
CHYNA has more than 500+ auto OEMs , it has alot to LOOSE , more will get Acquired or DELETED.
CHYNA used to have 3000+ auto OEMs, not anymore .
@@AR-rn8ok Elon has no intention of decoupling from China. Not sure what other companies might also hang around, but Tesla is committed.
Still, Tesla does not intend to make China its global source. New GFs are planned. GF Monterey has been announced, and we can expect more GFs.
The warning for the Model 3 reduced rebate is designed to pull forward sales regardless of how it turns out, well played!
I'm an electrical engineer's wife, no way would I move to Nowheresville Mexico or Nevada. That's why Gen 3 it's being built in Austin. Jeannine
Nowheresville Mexico? I’d encourage you to look up a photo of Monterey. It’s one of the most modern, wealthy and beautiful cities in the country.
This was the lesson Tesla learned with Reno. Minor point, but I'm guessing the $25K EV is being DEVELOPED in Austin, but Mexico will be first for very high volume production.
Best engineers in the world are in California. That’s why they couldn’t completely leave the state.
😂
The Cybertruck can be used in so many ways, because it's so capable
Except towing a travel trailer 200 miles, without the "range extender, which then precludes hauling 4'x8' materials since it eats up half the bed and 500 lbs of the payload.
CT is MORE Capable than Existing ICE Trucks.
You know, how many Pickup Drivers Tow ? Under 7%! do tow once a Year! Hehe. @@Brad-sb1dk
@@Brad-sb1dk so how far will it go then?
@@fgabrieltomas 254 miles at 70mph, without anything in tow...so probably 125 miles while towing.
Guys chill about the interview. Sandy’s not young and he had a massive event the night before. Nor was he ever Larry King or any other kind of media figure. We got info about the new vehicle and solid reasons for the CT timing plus future ramp up.
Man, you’ve nailed it!
So true. Sandy’s forte is not in interviewing. We can live with that. I’m just glad to be alive at the same time as these two people.
I wish i had just watched Robs synopsis 😂 Sandy interview was painful 😢
Thanks as always Rob
One thing I have not heard regarding Steer-By-Wire is how easy it would be to implement it in left and right hand drive vehicles. You can put the steering wheel anywhere when you don't need a steering column. Since they don't use driver side instrument panel, they can even design a vehicle with a dual mount and move the steering wheel to either side as needed.
That's an interesting point
Rob, a litle "Critic"! Your Video has SOOOO much important Information, i had to watch it 3 Times, and, i had to put Speed on 0,75! But, i LOVE your Way of Speaking, such a clear Voice!
Thank you soo much!
Thanks Rob!
Thank you!
Thank you Rob. 🚘⚡️🔋
Thanks Rob😀
Do we know what the max home charging rate will be? Still 48amps or did they bump it to 80amp?
Happening at GigaTexas also because that is where all the engineering team is there to design it all!
It would be more difficult and expensive to get highly paid engineers to move to Monterrey (❤️ Go, so awesome there), when they are already in Texas.
Exactly ! The cultural mantra at Tesla is one huge team all working together - production AND engineering. The Mexico "take too long" comment was NOT for a Mexican factory taking too long to build but the delays in coordination between engineering and production in ramping up the product.
I honetly hope they run into challenges - that means one thing ... they are pushing the limits of what is possible. :) And that means whatever they accomplish with thier TOP TIER engineers will put them that far ahead of any challengers won't or can't (due to $$ and/or talent) ...
Sandy becoming an influencer got over his head.
The Elon interview was a huge opportunity for us and Sandy after the huge CT launch. Sandy Munro was shooting from his behind for this interview.
Sem palavras a íntegra dessa entrevista es gigante que a pequena essa turma sucesso sempre a cada dia que conheço me inspira amo
Good conversation between musk and munro
Thanks Rob.
Appreciate the support!
6:30 As the pack bears some of the structure of the car now, it's arguable that the pack energy density is higher than stated is it's energy/weight rather than energy/(function's weight)
This is very true. If the goal was to get the pack's energy density as high as possible, the pack would be way lighter. But then the vehicle would require more structure, negating all that. It barely makes sense to do any of these comparisons.
One additional benefit of the steer by wire, you can remove the traditional steering column, giving a little bit more space. And in an accident, dont go protruding out. A little info gleamed from The Carmudgen show
When is Cybertruck coming to UK???
What does very high volume mean?
I love TESLA!
6:38 I understand the cell level lower energy density for the 4680 w.r.t. 2170 which is approx 7% lower, but why the pack level density is approx 12% lower. Isn't the structural pack design supposed to help offset some of the energy density loss at cell level? With 800V architecture and minimum wiring and the glued structural design with reduced casing, I was expecting much better figure. Can anyone highlight on this?
A great leader allocate resources efficiently, always long term planning in mind.
Rob - WHY is NO ONE asking Tesla about SILICONE anodes in conference calls?? It's like the main thing at battery day years ago and now we have no news on it. Meanwhile, other companies are prepping next generation density platforms. I can't imagine Tesla would be a lagger here, but with Amprius across the street (physically) showing off 500 wh/kg with sub 8 min recharge ability (using silicone anodes) it seems we're not getting what we expected by now. Any news specifically on this feature? It's a big deal. My hope is they can't talk about 5 min charge time batteries until they are all in with it, otherwise it may hurt current sales maybe.
Silicone DOES not work , thats why .
even SANDY says , Silicone is B - - - - - -.
Listen. Cybertruck is a groundbreaking high margin low volume vehicle that serves as ramp into 48V, steel panel production cars.
Once this tech is matured alongside all the supply chain the compact will take both those technologies.
It's roadster all over again.
And the fact that it's a utility vehicle makes it the platform that can excuse the design resulting from this form follows function approach.
cracks me up how sandy thinks he invented everything but never implemented
wether it's ahead or not. If they could not wait a couple years (what i'm expecting it would take to get the factory up in mexico) that means their pilot line will be ready before then. Which means we could be getting the 25k by end of 2025
I think you're right. Not sure if they have vacant space at Texas or whether the expansion is for 25k. Either way, end of 2025 may be realistic.
Isn’t Mexico going to be done in 2025? Wouldn’t that mean the cybercsr is coming in 2024?
@@AR-rn8ok I haven't heard of groundbreaking yet in Mexico. Delay was discussed on 3rd quarter call
@@AR-rn8okthere has been delays with the gov. I think there was claim Tesla was putting a hold but then Elon is saying something about permits being delayed.
I would not expect Mexico to be any faster to build than what Germany was so either very late 2025 or potentially 2026 would Mexico be online in my best guess
One notable difference in this quarter’s China vehicle insured numbers vs the preceding 3 quarters - there is only one week with a number smaller than the preceding week.
Super impressed by the cybertruck
Calculation: 125k Ct 24, and 250k Ct 25, make 375k 375k times 85k makes 31 BILLION Revenue, set 25% Profit, makes 8 BILLION Profit!!!! Should bring 2,30 Dollar on Earnings per Share!!!! ( now 3,62!).
I have not heard much on the semi for quite a while, which is a little disappointing. I'm wondering if they are purposefully delaying the ramp-up so they can integrate some of the CT tech into the semi (e.g. drive by wire, 48v, etc.). That would make some sense, but I'd love to see some plans for a real ramp up in '24; good for environment, good for tesla bottom line!
They're in the pre-production testing phase with Frito. I have no idea how long that is expected to run but the goal is to iron out as much as they can before production goes mass.
1:30 Leaves you to wonder when Berlin will go anything else than the Y. There definitely is a market for a more affordable & smaller vehicle in the EU.
1ST RUN OF CYBERTRUCKS IS TOO CHEAP. BUYERS HIT THE JACK POT
Business owners will look at the functionality, cost of ownership, purchase price, longevity, fueling cost, maintenance costs and it is a no-brainer from a business point of view. They will also love having their advertising on the side and back of this attention-getting (screams "futuristic") bad-ass vehicle. Draws eyes like an eye magnet!
The Cybertruck is designed to last a million miles, body and motors and battery. All other pickups 250,000 to 333,333 miles. Tundra averages 150,000 to 250,000. Multiply other pickup prices by three or four when comparing cost.
Now that we know Tesla has implemented a Range Extender Battery (REB) and its associated data/power/cooling, Tesla and/or the Aftermarket *will* (bet on it!) add to this capability. How does it connect to the Cybertruck? Permanent or quick disconnect? Can't wait to see this in a Munro teardown! Does anybody know if Tesla and/or SpaceX has engineered and open patented a new standard quick disconnect trailer connector that implements data/power/cooling? A quick disconnect will enable rentals of REBs and permanent trailer-mounted REBs. Will they be able to be fork-liftable and quickly installed by rental companies such as U-Haul? Will they be able to be trailer mounted? Different configurations, dimensions and capacities? Trailer rooftop solar chargeable? I have only one trailer I tow, but I'd love to add an under-trailer REB so I don't suffer any range penalty when towing it. Thousands, if not millions, of RV trailers would benefit from this. No noisy, stinky, fossil-fueled generator!
Cybertruck w/FSD on a job site and need some materials pronto? Online or phone in the order and send the Cybertruck, BY ITSELF, to pick up the order while your entire crew keeps working. Priceless. Salesreps that make calls? Have to do paperwork and proposals in your vehicle? Do them while the vehicle is driving itself and you to your next appointment.
Two years late? Anybody remember what happened just after the November 2019 unveiling, called the Covid-19 global pandemic that totally screwed up the entire planet's schedules? Plant shutdowns. Lockdowns. No in-person team meetings. Death and destruction.
Cybertruck is revolutionary? The next generation (colloquially known as the Model 2) vehicle, at $25k, will blow the world away! It's in development now (production line planning according to Elon), for initial production at Giga-Texas, followed by Giga-Mexico (second), Giga-Berlin, and the next Giga-Shanghai once the "unboxed" manufacturing technique is perfected at HQ in Austin, TX. Other Giga-factories to follow for Model 2 production? Giga-India? Giga-Brazil? Giga-Spain (for Africa deliveries of Model 2s)? Giga-Indonesia? Time will tell.
Model 3 lines were not "overly" automated...they were poorly automated. But throwing bodies at problems do "fix" them... however inefficient.
From Elon's comment on next gen car, it seems to me, this time, they are not designing the car and then build the production line around the design. But, they are designing the production line in a way, that will decide the final design of the car. That itself would be a revolutionary thing. I am guessing probably the entire car body would be a single casting.
That production line will have half bodies Optimus robots for assembly
1:45 i was wondering that he said Mexico is gonna be second not third as told before since Berlin would be second.
Nah. Elon has spoken about why it's in Texas. Because the design and manufacturing teams need to be together
Exactly !!
Cost down = Margins Up!
I wonder if Elon’s Teslabot t-shirt during this interview is a hint
I hope they learned not to show something half a decade before it's ready, and the Gen 3/25K car is shown no more than a year from deliveries (I know we'd see test mules and such, but there's still a lot to hide), and just take everyone by storm.
The big news with the low cost model is that they are already in the making of the production lines...so when they present the cheap model they will be producing it shortly after that event.
Calculation: 125k Ct 24, and 250k Ct 25, make 375k 375k times 85k makes 31 BILLION Revenue, set 25% Profit, makes 8 BILLION Profit!!!! Should bring 2,30 Dollar on Earnings per Share!!!! ( now 3,62!).
Where us Cory? Is he still at Munro?
He moved to Lucid.
Elon left his bottle opener gift on the table lol.
I noticed he wasn’t very happy about it. Probobly been a long week for him.
I think it was good to have Cory there to help modulate Sandy, but why did he leave? Asking for a share of Munro Live but was turned down?
I'm still convinced the next gen vehicle will be build in Berlin and Shanghai after Texas. Otherwise the growth curve will get seriously disturbed
I think it will be in Shanghai too considering that they already had done highland.
WHY IS THE CT ALMOST 50 PERCENT MORE IN PRICE?
It's not up in price. Estimating prices for something like this before it actually exists is impossible. The only way it could be up in price is if it was sold back then, but it didn't even exist back then. There's nothing to compare to. No money has exchanged hands for a Cybertruck until just now. Tesla was just throwing numbers because it's all you could do.
4x 10% Inflation, Uaw 40% Wages Blackmail, 4 Years later, Pandemic.
Easy.
@@gooldii1 10% inflation? How do you come to this conclusion ?
Facts. reality. To what Conclusion do you come? Zero? Deflation?
Ever heared about REAL Inflation, vs official Inflation? And! Inflation is Price Rising about ALL Goods, in this Case, its about Car Parts, Lithium, Battreries, which have risen much higher.
Are you well informed? Or just making mimimi?
61k-7,5 -Savings is nearly 40k Plus Inflation! Be happy!
Or, dont you have any Money? Hm? @@vmsangar8029
@@vmsangar8029 boooring!
👍
Cybertruck will ramp through 2024, and then 2025 will be high-volume Cybertruck plus the reveal of the "low cost" vehicle. It's going to be another step-change for Tesla's vehicle business.
Calculation: 125k Ct 24, and 250k Ct 25, make 375k 375k times 85k makes 31 BILLION Revenue, set 25% Profit, makes 8 BILLION Profit!!!! Should bring 2,30 Dollar on Earnings per Share!!!! ( now 3,62!).
Low cost...? Like the cybertruck...which was 40000. $ when placing orders
Before Pandemic, 3x 10% Inflation, and 40% Uaw Wages Blackmail! Yes?@@vmsangar8029
61,5k-7,5k -Savings! is great! ca. 50k, then Calculate 4 Years of Inflation, and Uaw Blackmail.
Here You go! @@vmsangar8029
You need to re-evaluate your thoughts of the new model. Mexico factory will not be in production for another 2 or 3 years. The new model will probably be ready as soon as the end of next year.
Yep. Two years, while Mexico is just breaking ground.
I cringed at the interview. Sandy needs to ask questions not make statements. He's smart & answers questions well, not so much asking them. Sigh!
let Sandy be Sandy imo
Did you learn anything from the interview? I did.
Yeah, I appreciate Sandy's work but that was not very professional. He was quite a bit too rambly this time.
All the questions I wanted Elon to answer, he could not. Regardless it was a good video and I have some clarity on what took so long. I'm looking forward to seeing if it floats 😂
I love Sandy. but he really needs to Calm down.
stop asking Questions , he knows ELON cannot answer.
816 V achieved by an increase in cell voltage to 4.25 V in my view. Demonstrates Tesla 4680s are high tech
Prices will have to change when the long range loses half the tax credit. Taking it into account, the difference in long range and performance is $1250.
CYBERTRUCK IS TOO CHEAP
TESLA can sell model 3/Y at ZERO Profit IF it wants to, Grind legacy auto into Dust.
Calculation: 125k Ct 24, and 250k Ct 25, make 375k 375k times 85k makes 31 BILLION Revenue, set 25% Profit, makes 8 BILLION Profit!!!! Should bring 2,30 Dollar on Earnings per Share!!!! ( now 3,62!).@@westcoast8562
@@markplott4820 Sure, maybe. However, they usually don't have long range and performance that close to each other in price.
Cybertruck
If this Gen 2 prod’n line is as I imagine, there will be nothing that looks like a car until the final stations where the big pieces come together. 15 second cadence? 6 second cadence? I’m expecting a human mode and an Optimus mode line speed. Optimus doesn’t need to be n times as fast, just use n bots.
I would love to have a Tesla but I can't afford it😢😢😢
I thought the most notable thing about Sandy's interview was how much he felt compelled to thank Elon for being brave in engineering and in fighting for free speech.
More than getting information from Elon, he just wanted to thank him. I understand that.
I dont own a tesla,but i gotta say..elon has been keeping his word and hauling ass without “skipping” . American cars were awful till japan came in and elon is just one dude revolutionizing the car industry. The fact that people are buying them and overall customer reviews are positive it only reaffirms teslas future. I dont think ppl realize how crazy we’re experiencing all of this
TSLA is going to make so much money. Cybertruck already sold out for years.
wow rob you're still using the same old stock footage from years ago....please update. I've only seen these clips hundreds of times. btw love your content ,just need to update like the cyber truck.
I love Sandy’s stuff but he is a terrible interviewer. I found it difficult to watch.
Not his job to "interview. " It was a great conversation.
If you were sitting in front of the most important man in the world you might try to toot your horn and be a little insecure. Nice to hear from Elon no matter the interviewer.
Sandy is a reluctant media guy. Engineering is his wheelhouse.
And Elon has a speech impediment.
I greatly enjoyed their conversation anyway.
Elon answered the questions he was asked very clearly and concisely
I would really like to see Rob interview Elon.
the POINT is , Legacy auto can G-F-I.
Even if there was no COVID, where were they even supposed to build the CT? Fremont is packed and Austin wasn’t finished until 2022. Kinda bull excuse imo.
ROB - ELON did NOT Disclose anything about the NextGen TESLA vehicle.
ELON cannot make Forward looking statements that can affect the Financials & stock price.
Going out on a limb… see have all seen automation. But we haven’t seen 3,500 cyberbots building teslas…. Just my prediction.
They want to get 24k production line right, before they build their huge factory in Mexico
What is the point of an interview if the interviewer does all the talking 😡
FSD IN CHINA ANYONE? IS THERE NO CHANCE
media will whine that Elon is hyping while investors will cry that Elon is boring-what a world!
We ever going to make money again?
Yeah, it was surprising that Elon failed to mention 4680 ramp / Cybercell problems as a contributing factor for Cybertruck (and Semi) delays in coming to market. Seemed to blame it on generic "Supply Chain" issues.
As you state he mentioned the root of the potential problem that you highlighted. Do you really need to ne spoon fed?
@westcoast8562 Im a Tesla shareholder, and expect the CEO to be truthful and direct about sources of production problems. We know he speaks unfiltered during interviews when he wants.
@westcoast8562 Not sure the quantity is relevant, but its more than a few hundred.
Next gen the only thing that’ll move the profit needle for Tesla
sad but true
I hope you're wrong
Real World AI, FSD, Robotics, Energy growing 100%+.
Or approval of FSD. Or mass producing bots.
Megapack has entered the chat...
I would decline to interview Elon if those chairs were all that was available.
"Ruh Roh"...Nikola is now a penny stock and Fisker is not far behind.
The interview was hard to watch. Sandy was kind of fan boying and talking too much.
What everyone should know: Elon does not know how to lie. It’s part of “being on the spectrum”. 😊
Sandy mostly just blabbers on incoherently and barely actually asks any questions. The guy just isn't suited for this.
My guess is the 25k vehicle will be single casting (hot wheels style) + 48v + 800v.
They already showed us it would be three modules built on parallel lines to achieve never seen takt times for completed cars.
Think a about if your grandpa was doing the interview. Old people like to talk and share and build a connection. But you’re right, you get Elon, ask the guy quick questions and let him go in the direction he wants to take you.
It was approaching midnight and he needs to put his kid to bed. 😂
Sadly, your Tesla daily has very little in the way of new information. Electrified does much better.
strong disagree, Tesla Daily has been a reliable and concise summary of Tesla news for so long! If you're upset because you read something first on some other site, well, this channel isn't 24/7 coverage. You could find things first on X or random blogs. That's not the point.
Yep, forget electrified.
low cost vehicle made for very high volume....what was Tesla doing so far? Created a car built as cheap as possible and selling it for high prices. So, what i new here? Aonther hype?
Not hype. Each car model, and each production line teaches them a little more and each one incorporates more of what they learned with the goal to bring production up and costs down. It's a learning process though and they have now learned enough they think they can make a cheap car and still sell it as a good margin meaning they have brought production up to a high point of efficiency. The machine that makes the machine.
Munro was so out of it.
unfortunately, musk has developed a reputation for exaggeration and a surprising inability to NOT dig deeply enough into his pet projects to determine whether or not they are actually feasible or profitable. so i'm having to hold my judgement on what he says these days.
i say "unfortunately" because i've been heavily invested in his company since 2012 and would like to believe what he says, but cannot.
No project starts profitable. Lucky for the world he doesn’t have a mentality such as yours.
@@jakeroper1096 the flightless tesla gull-winged model "X" has already been designed and in production for years and proved to be a sales flop. FSD has been around longer with no end in sight, there are no robotaxis on the streets, or automobile tunnels being built under our cities by his boring company. and pleeezzzz don't tell me you think vertically landing rocketships will soon be flying off his shelves.:)
i'll give him this, and it's why i sank a lot of money into tesla back in 2012, he realized that battery technology had finally reached a level that made it's use feasible as the primary power source for an automobile and the wherewithal to make it happen. as for the other stuff, he's simply indulging himself by trying to make good, without reason, on his childhood images of the future.
gull-winged cars... colonizing mars...vertical landing rocketsships... underground tunnels?
straight out of 60's era Popular Science and Mechanics magazines. nothing really new. he's just indulging himself now that he's filthy rich as is evidenced by his literally throwing tens of billions away on twitter. ...another monetary fiasco. there's no end to it. wake up. smh.
I really hate that the video throws up a transparent button over the Full Screen Exit button during the outro on these video that takes me to your Patrion page (doesn't' happen on the live streams). I'm patrion already, and this is starting to piss me off. I'm giving your video's a thumbs down until this stops.
Sandy wouldn't shut up and then he fawned over Elon. It was cringy to watch someone suck up so much.
He mentioned twice that he wanted two trucks. 😊
Yes, Sandy hopeless at interviews - wasting Elon's time for most of it.
TSLA is 5 years behind the EV curve.
The Mad Max Cybertruck is a total flop - stick a fork in it and its cooked.
Too small, too expensive, too ugly
Kia and Volvo are releasing massive SUVs right now
easily seat 7 grown Americans with 4 in captain chairs
Teslas look like VWs - tiny 4 seaters, even the Mad Max is a 4 seater and not a 6 seater as Elon promised.
Elon drops the hint that the future is EV clown cars - even smaller EVs that seat 2 grown ups and 2 kids.
It will take Elon 5 years to catch up with Volvo and Kia - TSLA is cooked.
This is silly and illogical and you can't even count to 5. Cybertruck has 5 seats.
You take the cake moro n
Oh yeah- the entire rest of the US EV market is behind where Tesla was 5 years ago, but I thought that was obvious.
Are you 70 years old or something? People aren't having kids anymore, and more than 2 is a rarity outside of single moms on welfare (who typically don't buy new cars).
The real clown cars are the 5/6/7-seaters being driven by a single person with no passengers or cargo.
@@jamesengland7461 Elon promised 6 seats and that 5th seat is a joke it can't seat a grown American - maybe a little dog.