As a paraplegic, I drive a M3PHighland with full FSD. Handicapped parking spaces are soon to be a thing of the past. As of today I park the car at the back of the parking lot (not ideal) but I don’t need to return to my vehicle because I (Summon) my Tesla to the Mall/Store Entry/Exit doors. Soon Tesla’s will be authorized to allow the driver to exit the vehicle at the front door entrance and allow the driver to use Summon to park the Tesla with no one in the vehicle. That’s just one real life situation besides me driving for 3 hours and only 1 minor speed adjustment.
This is amazing, thank you for explaining! I've been thinking about how autonomous driving will save my parents from loosing the ability to drive as they become elderly and probably need a scooter, it's amazing to think that just as an accidental side effect, self-driving will be *more* convenient than a handicap spot!
@@Dan-oe4ve Everyone mentions the many handicapped parking spots that’s close to the door. As someone that lives in that space of needing the extra space to open my car door wide enough to get my wheelchair out, I can say those spots aren’t nearly as open and available as people think they are on the weekend at the mall or concert or farmers market where the parking is on gravel or muddy conditions if it rained a day or two ago. Large venues and malls etc will start designating an EV autonomous section of the parking lot area. What about the school drop of area. Kids will be put inside their parents cars and the car will take them to the local school in the initial rollout. Allowing cities to incentivize FSD and cutting costs on buses. There are lots of discussions and many will not be fully developed for many reasons including political. However the conversations are happening and this is the time to get all the parties (private and public) together and create the new EV infrastructure.
Farzad, thank you for your podcast. There has been a lot of anti-Elon stuff popping up since he became involved in politics, but you guys are just right. Thankfully some brave people stood up for freedom of speech. I hope we stay here, and never go down the Orwellian trend again.
I like Elon, but you have to admit he is NOT for freedom of speech.....unless he agrees with it. I dare you to go say someone bad to Elon about Elon and see if your account doesn't get deleted.
I have FSD V13.2.2 on my Cybertruck and it works great. I use it around town and have recently used it on a trip from KY to my home in FL. The improvement versus V13.2.1 was obvious. On the trip from FL to KY, I had V13.2.1. However, I received the over-the-air update for V13.2.2 while I was in KY. So, on the same 1200 miles of roads, I got to compare the FSD performance of the latest builds. I'm willing to admit, V13.2.2 drives better/safer than I drive.
It's amazing to me how many people don't consider the safety aspect of FSD when deciding to buy/subscribe to it. That would be my FIRST consideration. If FSD (supervised or not) could prevent even ONE accident, it would be worth it, and you can't simply "run the numbers" and compare two scenarios because one accident could you leave you or someone else injured for life or dead. Can't price that in.
Agreed. I had someone get in my car and ask that I NOT use FSD and I had to explain to them that it's a safety feature and they might as well have asked me to not wear my seatbelt. People don't fully understand the safety aspect of it yet. I've already had the car intervene twice to save me from an accident and I turn it on every time I drive for the added safety.
What does xAI get from grok integration into Tesla cars? They get the voice data from passengers talking to Grok. They eventually get all languages (where Tesla is available) and an app that pipes in voice data (the car).
20:00 I can tell you what Wall Street analysts are doing. They are working for their bosses. When their bosses want to sell, they say BUY!; when their bosses want to buy, they say SELL! That is the entire purpose Wall Street analysts exist. Or you think they are hired to help *_us_* make money? EDIT: Assets under management are the same thing. They tell you what stocks they bought on your behalf, based on your assumed beliefs. The actual stocks they buy are the ones that make money, but they pocket the difference.
@@hankkingsley9183 intervention every 15 seconds? What rock are you living under? People have 40 mile drives without interventions. Lets try your story again, this time with the truth.
Everyone has access to X's tweets. They can simply write a program to "browse" X and download the data. That's public info. What the heck are you talking about
i think this was NOT bearish tesla, it just shows how much more powerful tesla is with the real data , but that platform Jensen was showing where he managed the agents, trained them and deployed them looked alot like Palantir's AIP
@gsabic truly, I don't think Tesla will have any issues being profitable even at a $1 a day. What a time to be alive...only positive thoughts for the future❤️
I’m a wealth manager. Here is the issue. These analysts are not experts in the areas they are analyzing. You could get away with this when you’re pricing out a company like Clorox, but when you get in the world of technology like quantum computing and AI. They are way out of their league. This is why I listen to the boots on the ground.
Amit is a great contributor. One can really see how much work is going into the conviction and analysis. Has come a long way since being bullied by Tom Nash for his haircut.
I''m turning 60 next month and have experienced the 2003 market crash firsthand while you kids were still playing with your HotWheels cars. Why isn't anyone talking about the looming market crash over the next 8-10 months and that it will present an EXCELLENT opportunity to back up the truck and load up on TSLA, NVDA, AMD stocks on the cheap? If you buy now you'll be kicking yourself in a couple of months for not waiting like I did in 2003. I trust that TSLA will easily hit $3000 within the next 2-3 years, but not before the entire S&P 500, including TSLA, takes a serious 40% to 60% hit over the next year. Just look at the charts. They don't lie. I'm a long-term TSLA bull with a DCA of $125/share. Please, stop whining as the stock price drops and see it as a buying opportunity. Otherwise, I'm in full agreement with your speculation for Tesla's dominance and obliteration of the global transportation, robotics and energy industries. Keep up the good work!
I am 87 years old and am driving my new 24 model 3 with FSD 13.0 for the last 4 months with no interventions exclusively 99 percent of time. It is far superior to 12.5 no question. How can anyone not want a Tesla with this fantastic feature. Better than human driving.
I like Nvidia when it pertains to their GPUs being used for AI training but selling legacy auto tools they don't have the skillset to fully utilize is a bad business decision.
Could you have a narrow talk on what is happening regarding police coming to one house because one repost something on X. or just on free speech in the UK or Europe in a future show?
Timing matters for FSD because if Tesla takes too long, competition will outpace them. I know you're not taking NVIDIA's approach too seriously, but I would suggest that you reconsider your worldview if you really think that Tesla is ahead of NVIDA in chipmaking and AI
20:09 - analysts’ job? They are financial weathermen -They stick their hand out the window, and write “fair” if it comes back dry, “rain” if it comes back wet, and “ouch” if it doesn’t come back.
Thanks for sharing such valuable information! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (mistake turkey blossom warfare blade until bachelor fall squeeze today flee guitar). How can I transfer them to Binance?
1:02:50 really? Awesome? I’d say it is now on X and will be on FB as it was in school, where the loudest and most rude guys were bullying the others, especially minorities. It is exactly the same nowadays on ‚social‘ media. In some years a while ago, I had the impression for a short period that mankind could overcome this kind of behavior and that we indeed could be able to enter a Star Trek like utopia in future. But especially now, 2024/2025, we see a complete 180 towards the Stone Age of human behavior, revealing our ugly side, suppressing the weakest, blaming again minorities for the problems of the majority and so on. I’m not a native speaker as you can guess, but I also guess you got the point. Yeah, money is sooooo great ….. and at the end we’re all f..d.
I miss the 90s, the cars, the music, the movies. People using intelligence and self reliance to make the best movies ever, all about scripts, filming and acting not just cgi.
Farzaed, you totally lost my respect when you said if one simply works hard, one could become bollionair. That is the most stupid thing I have ever heard. Sad. Dumb. Shame on you.
I mean technically he is true...if one works extremely hard TOWARDS DEVELOPING AN IDEA OR BUSINESS THAT TAKES OFF, one can become a billionaire. But you cant become a billionaire without a ton of hard work. Hes right.
@Johnny_York no, itbis plain stupid. It is true that if you don't work hard, you are not going to be anything. However, to imply that if one simple works hard, one will be rich. Or anyone who is not rich is because he/she is lazy is just pure ignorant.
I'm a retail investor, and my last two purchases were at $110 and $164!!! I stood next to Gary at We Robot and he did not look too fired up to be there!! Not sure why. Maybe just his personality.
Farzad thinking unsupervised is "a year" away is ridiculous. We are clearly less than 6 months away. Actually, Tesla is likely already there internally. Buy the fucking stock now. This is headed for 10k/share.
We need to be creating videos on how the fsd tech translates to developing optimus and how soon optimus could transform labor, not focusing on fsd. That's solved in the near term.
Good day from Goonellabah, NSW, Australia. I am embarking on a significant six-month journey. I'll be circumnavigating Australia in two CYBERTRUCKs and a Tesla Semi, covering a substantial 22,000 kilometres. This journey is set to commence at the end of September 2025. 🚀Starship will land in the Indian Ocean of West Australia in approximately in March 2026 🚀-🤗Cheers, Ian Cleland
I find I'm not watching most of you videos anymore. I have more videos i am subscribed to than i have time to watch. Lately, you thumbnails and topics all sound the same
If you’re already wealthy, why charge people to access your thoughts? By doing so, you create a psychological association of value with your ideas. This compels people to regard your thoughts as meaningful and worth remembering. Those who truly value your ideas are more likely to internalize and share them with others. Therefore, charging a membership fee for access doesn’t just monetize your thoughts-it helps amplify their spread and influence. However, there’s an inherent trade-off: by attaching a financial barrier, you may limit the reach of your ideas to those who can afford the cost. While this exclusivity can boost the perceived importance of your thoughts, it might also reduce accessibility for potentially valuable audiences who cannot pay. Balancing this dynamic-maximizing value without alienating people-could be key to making this strategy both impactful and equitable.
You guys are good at covering the bull case but suck at thinking about how you might be wrong too. There are likely over 100 companies working on humanoid robots, many of which have made very significant progress. The odds of any single player being a big winner are low but I agree that Tesla with its AI and solid relationship with NVDA and top engineers has a nice advantage. China has many serious companies working on robotics and AI (as do Japan and South Korea). Tesla is currently expecting the first decline in annual car sales in its history. China is able to beat on price and the US has to ban their cars to stay competitive. Are we expecting a ban on foreign robots too? They are much easier to ship and deliver, I doubt Tesla will be able to compete on price, so they will HAVE to have the best AI and function, while I see how an investor can be confident its definitely not a guarantee. Also a bunch of US companies other than Tesla could also create better bots. I've seen the argument that there is lots of room for everyone to make money but that isn't how capitalism usually works. There will likely be 2 or 3 big winners and countless companies that go bankrupt.
@@JohnSmith-x3y8h Nonsense. Think that through. First, if a company succeeded in building a good humanoid robot, their bots will make copies of themselves, so mass production is cheap and guaranteed (and if that's not the most efficient way to do it, then there's always foxconn and countless other solutions). As for AI compute, all of the major tech companies have massive AI server farms now, and they are all working on robotics (AMZN, MSFT, GOOG, AAPL) and lots of global companies with AI server facilities are also working on it (Hyundai owns most of General Dynamics, Baba and Tencent have investments in the space, etc). Tesla valuation has priced in a lot of good news already like they have already won the war, even though they haven't. It was a great buy around $100, kind of risky at $400 unless it becomes more clear that they are winning the bot race and will have a genuinely useful product within a couple years.
I agree there will likely be 2 or 3 big winners and I doubt very seriously Tesla will be among the "countless that go bankrupt" so that must mean they'll be 1 of the 3.
Your right on Wall Street , they cant beat the S&P over 5-10 years (99% didnt beat the S&P over the last 2) …. They usually are bounded by only allowing 10% of a position in their portfolio and when it exceeds that they sell … Cathie Woods is a perfect example of dumping TSLA earlier this year
Using blanket-comments about the noble ASPECTS of "success", makes for a good Sounding thesis, but it ignores the Huge Bugs in our System that ALLOWS these successful folks to then open doors that u guys didn't bring up in ur discussion, 2day. THAT'S the bit that the downtrodden disagree with. We aren't jealous of ur freedoms, fellas....
FSD is game changing for so many people, old people, young drivers, parents of young kids, I can send my car to pickup my kid, that is game changing. Also the entire FSD thing.
I expect that Elon already has roadmaps to migrate currently owned AI cluster resources to where they will be resized for tasks of best use in connected high data distributed processing as well as prebuilding new data centers to house the new processor capabilities before the processors are delivered. Starship, SpaceX, and new starlink lunar communication extensions are very fertile areas that will need much more capabilities going forward 😊
35:03 I can see where Gary is coming from, and it gabe me some concern too. The main concern with Tesla FSD after NVIDIAs day. Is that tesla have the advantage for now with all the real world data they have, but the concern is that with NVIDIAs end to end training but without real world data, and instead using some hyper realistic programed sinarios to train legacy autos own FSD. Using their own GPU Super clusers with how advanced computing has now become.
hate to be a naysayer but does Hanz realise that traditionally 80% of countries that have got themselves in the 120% to GDP club have gone on to default
It’s hard to get excited about FSD 13 until I know its behavior on HW3. If it still stinks and there is no upgrade path, I may wait for a HW5 vehicle. Don’t want to get stuck on outdated hardware again.
You just need public healthcare and education and leave the stupidity of having privatized prisons. I'm in Denmark and we are a very capitalist society but with good social programs like education and health.
I'm in the comments to say I'm not interested in watching this particular video right now because i have come to distrust the pattern of clickbait. If you burn your most loyal fans you will burn bright for a momentary fame then fade into obscurity. Go watch the end of the 2024 interview between Dr Phil and Jordan Peterson where Dr Phil says something like "it needs to be abundantly clear to your audience why you are doing what you are doing". You two have the opportunity to be meaningful cultural anchors in society if you want to be, but milking the algorithms for all they're worth damages the value of and potency of your voice. I believe you all can truly provide value to the world, but i also believe you can actually hurt my dream of what i hope the world can be if you just play your part as something like a "dirty capitalist" who is willing to sacrifice the truth at the altar of a quick buck. I really look up tp you both. Please hold yourself to a high standard of truth in the way you attract clicks for the sake of your own integrity and for the sake of the future i know you want to build for your precious kids 💞 I hope I am being respectful and kind in how I am addressing you all. I thank you both for the way you have helped me grow and learn. Much love ❤️ -Luke
The dude running this channel only has a few comments. Not hard to nuke these stupid “first” comments I’d be embarrassed to have that stupid stuff on my videos.
Elon's subscriber fee is providing exclusivity, an effective marketing plan to allow anyone a chan̈ce to have personal contact with a futurist and potentially, the most benign, historically ̈elite human of aĺl time. Keep your frequency high!
Farzad, IMO part of the Wall Street problem is human inertia of the mind, we hate change. The second problem is that civilization is changing at an accelerating rate, an exponential rate and that is not natural. Our minds are only equipped for linear growth, like corn growing in the field. Thank you for the excellent discussion. ❤🇺🇸
Most African countries are not ready for FSD. I am African, some of the roads are not even marked for lanes not to talk of traffic lights. They are only present in big cities
I am 83 years old and have Parkinson’s. I have FSD 12.5 and love it. It’s a huge help and drives better than I do. Really looking forward to FSD 13.0.
That's amazing helping your quality of life.
Hopefully you can still intervene in an instant if needed
make a video of this fact and explain how good it is for u
That is absolutely awesome
Love this real world utility 🙂👍
As a paraplegic, I drive a M3PHighland with full FSD. Handicapped parking spaces are soon to be a thing of the past.
As of today I park the car at the back of the parking lot (not ideal) but I don’t need to return to my vehicle because I (Summon) my Tesla to the Mall/Store Entry/Exit doors. Soon Tesla’s will be authorized to allow the driver to exit the vehicle at the front door entrance and allow the driver to use Summon to park the Tesla with no one in the vehicle.
That’s just one real life situation besides me driving for 3 hours and only 1 minor speed adjustment.
This is amazing, thank you for explaining! I've been thinking about how autonomous driving will save my parents from loosing the ability to drive as they become elderly and probably need a scooter, it's amazing to think that just as an accidental side effect, self-driving will be *more* convenient than a handicap spot!
@@Dan-oe4ve Everyone mentions the many handicapped parking spots that’s close to the door. As someone that lives in that space of needing the extra space to open my car door wide enough to get my wheelchair out, I can say those spots aren’t nearly as open and available as people think they are on the weekend at the mall or concert or farmers market where the parking is on gravel or muddy conditions if it rained a day or two ago.
Large venues and malls etc will start designating an EV autonomous section of the parking lot area. What about the school drop of area. Kids will be put inside their parents cars and the car will take them to the local school in the initial rollout. Allowing cities to incentivize FSD and cutting costs on buses. There are lots of discussions and many will not be fully developed for many reasons including political. However the conversations are happening and this is the time to get all the parties (private and public) together and create the new EV infrastructure.
Even as a bull, "timing" is never irrelevant..
Farzad, thank you for your podcast. There has been a lot of anti-Elon stuff popping up since he became involved in politics, but you guys are just right. Thankfully some brave people stood up for freedom of speech. I hope we stay here, and never go down the Orwellian trend again.
There has always been a lot of anti Elon stuff. It's why I invested in Tesla 8 years ago .. the FUD was already thick in the air.
FOS and the 2nd amendment to protect it are more important than most people are aware of. Thank you! Great Tesla clip.
I like Elon, but you have to admit he is NOT for freedom of speech.....unless he agrees with it.
I dare you to go say someone bad to Elon about Elon and see if your account doesn't get deleted.
Amen!
Long time listener...this "three amigos" should be once a week.
I have FSD V13.2.2 on my Cybertruck and it works great. I use it around town and have recently used it on a trip from KY to my home in FL. The improvement versus V13.2.1 was obvious. On the trip from FL to KY, I had V13.2.1. However, I received the over-the-air update for V13.2.2 while I was in KY. So, on the same 1200 miles of roads, I got to compare the FSD performance of the latest builds. I'm willing to admit, V13.2.2 drives better/safer than I drive.
It's amazing to me how many people don't consider the safety aspect of FSD when deciding to buy/subscribe to it. That would be my FIRST consideration. If FSD (supervised or not) could prevent even ONE accident, it would be worth it, and you can't simply "run the numbers" and compare two scenarios because one accident could you leave you or someone else injured for life or dead. Can't price that in.
Agreed. I had someone get in my car and ask that I NOT use FSD and I had to explain to them that it's a safety feature and they might as well have asked me to not wear my seatbelt. People don't fully understand the safety aspect of it yet. I've already had the car intervene twice to save me from an accident and I turn it on every time I drive for the added safety.
What does xAI get from grok integration into Tesla cars? They get the voice data from passengers talking to Grok. They eventually get all languages (where Tesla is available) and an app that pipes in voice data (the car).
People don’t realize what they are missing with FSD 13
I say this every time I'm out "driving" and see other drivers.
20:00 I can tell you what Wall Street analysts are doing. They are working for their bosses. When their bosses want to sell, they say BUY!; when their bosses want to buy, they say SELL!
That is the entire purpose Wall Street analysts exist.
Or you think they are hired to help *_us_* make money?
EDIT: Assets under management are the same thing. They tell you what stocks they bought on your behalf, based on your assumed beliefs. The actual stocks they buy are the ones that make money, but they pocket the difference.
I feel safer with FSD than me driving and I am 60 I can do better than FSD if I give it 95% of attention at all time
You still need to give driving your 100% attention if using FSD as intervention still required every 15 seconds on average
@@hankkingsley9183 intervention every 15 seconds? What rock are you living under? People have 40 mile drives without interventions. Lets try your story again, this time with the truth.
@@hankkingsley9183 commenting with confidence, but lacking facts and awareness. Such a sign of the times.
I had a crazy dream where I was drunk and I used FSD to get home… my brain is cooked lol I need to slow down on these Tesla videos 😂🤣
This will soon be a reality.
I do not advocate for drinking and using FSD but... its arguably safer than a late night Uber with a sleepy driver
Everyone has access to X's tweets. They can simply write a program to "browse" X and download the data. That's public info. What the heck are you talking about
When you look at what invites said over and over that they have to have their own real life data in order to use their program set.
Minute 21:20 onewards
“Wallstreet is not designed to understand innovation” 🙌🏽
Amit is great, you def should keep having him on !
Yes
Appreciate you!!!!
i think this was NOT bearish tesla, it just shows how much more powerful tesla is with the real data , but that platform Jensen was showing where he managed the agents, trained them and deployed them looked alot like Palantir's AIP
Now...what if Tesla did FSD $10/a day as another option? I think more people would use it because most people have $10.
MAYBE $1 DAY
Sounds like a good idea to me.
@gsabic truly, I don't think Tesla will have any issues being profitable even at a $1 a day. What a time to be alive...only positive thoughts for the future❤️
I’m a wealth manager. Here is the issue. These analysts are not experts in the areas they are analyzing. You could get away with this when you’re pricing out a company like Clorox, but when you get in the world of technology like quantum computing and AI. They are way out of their league. This is why I listen to the boots on the ground.
Great talk, the last 10min were golden gems 💎.
Amit is a great contributor. One can really see how much work is going into the conviction and analysis. Has come a long way since being bullied by Tom Nash for his haircut.
Microsoft divested back in 2012. NBC is running the show.
I''m turning 60 next month and have experienced the 2003 market crash firsthand while you kids were still playing with your HotWheels cars. Why isn't anyone talking about the looming market crash over the next 8-10 months and that it will present an EXCELLENT opportunity to back up the truck and load up on TSLA, NVDA, AMD stocks on the cheap? If you buy now you'll be kicking yourself in a couple of months for not waiting like I did in 2003. I trust that TSLA will easily hit $3000 within the next 2-3 years, but not before the entire S&P 500, including TSLA, takes a serious 40% to 60% hit over the next year. Just look at the charts. They don't lie. I'm a long-term TSLA bull with a DCA of $125/share. Please, stop whining as the stock price drops and see it as a buying opportunity. Otherwise, I'm in full agreement with your speculation for Tesla's dominance and obliteration of the global transportation, robotics and energy industries.
Keep up the good work!
I froze when Tesla shares hit $138 last year despite knowing it was a key buying opportunity. I pray I get a similar opportunity again.
Yes, with analysts it's a coin toss......likewise with the retail investor.
I am 87 years old and am driving my new 24 model 3 with FSD 13.0 for the last 4 months with no interventions exclusively 99 percent of time. It is far superior to 12.5 no question. How can anyone not want a Tesla with this fantastic feature. Better than human driving.
@0:30 of couce USA is the strongest; but you guys dont treat eachtoher or others very well...
Last half hour was 🔥
I like Nvidia when it pertains to their GPUs being used for AI training but selling legacy auto tools they don't have the skillset to fully utilize is a bad business decision.
I love how you broke down the XAI105e project in your video! Can’t wait to see it skyrocket!
We all remember Elon's 2021 promise of a Tesla "compound annual growth rate (CAGR) that averages 50%' all the way up to 2030...
Love this episode 😂 I’m sorry I laughed at Gary so much.
1:14:27 - ask the right questions = first principles.
What companies should I send my resume to = wrong question
Food prices are too high,still
Could you have a narrow talk on what is happening regarding police coming to one house because one repost something on X. or just on free speech in the UK or Europe in a future show?
Hans is getting comfortable with his new found profanity
New found freedom.
Uber disrupted yellow cab. When was the last time you took a yellow cab
Timing matters for FSD because if Tesla takes too long, competition will outpace them. I know you're not taking NVIDIA's approach too seriously, but I would suggest that you reconsider your worldview if you really think that Tesla is ahead of NVIDA in chipmaking and AI
Guys. This is Tesla’s market completely!!!! It’s going to become universal product licensed to ALL EV makers mandated for safety purposes
nonsense
20:09 - analysts’ job?
They are financial weathermen -They stick their hand out the window, and write “fair” if it comes back dry, “rain” if it comes back wet, and “ouch” if it doesn’t come back.
Thanks for sharing such valuable information! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (mistake turkey blossom warfare blade until bachelor fall squeeze today flee guitar). How can I transfer them to Binance?
Your analysis of XAI105e was spot on! I’m ready for those 10x gains, especially with Elon Musk backing it!
1:02:50 really? Awesome? I’d say it is now on X and will be on FB as it was in school, where the loudest and most rude guys were bullying the others, especially minorities. It is exactly the same nowadays on ‚social‘ media.
In some years a while ago, I had the impression for a short period that mankind could overcome this kind of behavior and that we indeed could be able to enter a Star Trek like utopia in future. But especially now, 2024/2025, we see a complete 180 towards the Stone Age of human behavior, revealing our ugly side, suppressing the weakest, blaming again minorities for the problems of the majority and so on.
I’m not a native speaker as you can guess, but I also guess you got the point.
Yeah, money is sooooo great ….. and at the end we’re all f..d.
Trump administration, how will he handel Putin and war in Ukraine?
I miss the 90s, the cars, the music, the movies. People using intelligence and self reliance to make the best movies ever, all about scripts, filming and acting not just cgi.
Dinosaurs always go extinct. Why not join the Amish?
lol. I feel the same way about the 60s.
@philterzian9162 I can only imagine!! But I believe it!
The potential of XAI105e is unreal! Elon Musk’s insights on Lex Fridman’s podcast were a game changer!
Farzaed, you totally lost my respect when you said if one simply works hard, one could become bollionair. That is the most stupid thing I have ever heard. Sad. Dumb. Shame on you.
I mean technically he is true...if one works extremely hard TOWARDS DEVELOPING AN IDEA OR BUSINESS THAT TAKES OFF, one can become a billionaire. But you cant become a billionaire without a ton of hard work. Hes right.
He meant work hard and smart. To be fair, most of us are not that smart.
@Johnny_York no, itbis plain stupid. It is true that if you don't work hard, you are not going to be anything. However, to imply that if one simple works hard, one will be rich. Or anyone who is not rich is because he/she is lazy is just pure ignorant.
FSD still isn't put MARGINS ON THE BOTTOM LINE! UNTIL THEN 👎🔮
This is comedy channel north Korean version praising the leader musk 😂😂😂
I’m glad you have FSD 13. I’ve seen you drive, I’m really happy you’re using FSD 13 , you need it 😅 !
1:19:48 - battle, conflict, pain = life.
These are evidence of still being alive (because the opposite is also true)
Sometimes I wonder how the Americans are getting anything done, since they seem to just talking most of the time.
😂😂😂😂😂 Han on Gary 🤣
I'm a retail investor, and my last two purchases were at $110 and $164!!! I stood next to Gary at We Robot and he did not look too fired up to be there!! Not sure why. Maybe just his personality.
Gary is a stick in the mud. Half of his opinions are dumb.
Farzad thinking unsupervised is "a year" away is ridiculous. We are clearly less than 6 months away. Actually, Tesla is likely already there internally. Buy the fucking stock now. This is headed for 10k/share.
We need to be creating videos on how the fsd tech translates to developing optimus and how soon optimus could transform labor, not focusing on fsd. That's solved in the near term.
Lol Elon said something about this XAI105e when he talked to Lex I recall
FSD BLACK FRIDAY SALE would be cool 🤣
do you remember when was $15k jajaj
will get cheaper and cheaper
1:17:12 Today we learned Amit is 3.5 feet tall.
😂😂😂😂
Claude is a bit better and more accurate in my opinion 48:15
Just bought XAI105e after watching your video and hearing Elon Musk’s thoughts on it!
Just invested in XAI105e after hearing Elon Musk discuss it! Excited for the future!
Why is Amit shaking his head yes when you say most people have no fckn clue what is going on? Until recently, he was one of them
I’m still waiting for my version 13 download .. how did you get it so fast ?
are you on HW3 or HW4? I got mine around Xmas on HW4.
My prediction is that open AI gets absorbed by Microsoft
Good day from Goonellabah, NSW, Australia.
I am embarking on a significant six-month journey. I'll be circumnavigating Australia in two CYBERTRUCKs and a Tesla Semi, covering a substantial 22,000 kilometres. This journey is set to commence at the end of September 2025. 🚀Starship will land in the Indian Ocean of West Australia in approximately in March 2026 🚀-🤗Cheers, Ian Cleland
The future looks bright for XAI105e! Appreciate your guidance and Elon Musk’s vision!
30:00 I unfollowed Gary Black when I saw him charging to read his posts. What a joke.
February Grok 3
I find I'm not watching most of you videos anymore. I have more videos i am subscribed to than i have time to watch. Lately, you thumbnails and topics all sound the same
Hans, Gary blocked you because you called his baby ugly!!! hahahaha!
Great Video
1:14:15 This is exactly what religion is for. You have to help people practice sacrifice from a young age.
If you’re already wealthy, why charge people to access your thoughts? By doing so, you create a psychological association of value with your ideas. This compels people to regard your thoughts as meaningful and worth remembering. Those who truly value your ideas are more likely to internalize and share them with others. Therefore, charging a membership fee for access doesn’t just monetize your thoughts-it helps amplify their spread and influence.
However, there’s an inherent trade-off: by attaching a financial barrier, you may limit the reach of your ideas to those who can afford the cost. While this exclusivity can boost the perceived importance of your thoughts, it might also reduce accessibility for potentially valuable audiences who cannot pay. Balancing this dynamic-maximizing value without alienating people-could be key to making this strategy both impactful and equitable.
Jajajjaj u on point in the part they do not know what are they doing 😂😂
You guys are good at covering the bull case but suck at thinking about how you might be wrong too. There are likely over 100 companies working on humanoid robots, many of which have made very significant progress. The odds of any single player being a big winner are low but I agree that Tesla with its AI and solid relationship with NVDA and top engineers has a nice advantage. China has many serious companies working on robotics and AI (as do Japan and South Korea). Tesla is currently expecting the first decline in annual car sales in its history. China is able to beat on price and the US has to ban their cars to stay competitive. Are we expecting a ban on foreign robots too? They are much easier to ship and deliver, I doubt Tesla will be able to compete on price, so they will HAVE to have the best AI and function, while I see how an investor can be confident its definitely not a guarantee. Also a bunch of US companies other than Tesla could also create better bots. I've seen the argument that there is lots of room for everyone to make money but that isn't how capitalism usually works. There will likely be 2 or 3 big winners and countless companies that go bankrupt.
Only Tesla have both the AI compute and the ability to produce the bots at a low price and in massive quantities.
@@JohnSmith-x3y8h Nonsense. Think that through. First, if a company succeeded in building a good humanoid robot, their bots will make copies of themselves, so mass production is cheap and guaranteed (and if that's not the most efficient way to do it, then there's always foxconn and countless other solutions). As for AI compute, all of the major tech companies have massive AI server farms now, and they are all working on robotics (AMZN, MSFT, GOOG, AAPL) and lots of global companies with AI server facilities are also working on it (Hyundai owns most of General Dynamics, Baba and Tencent have investments in the space, etc). Tesla valuation has priced in a lot of good news already like they have already won the war, even though they haven't. It was a great buy around $100, kind of risky at $400 unless it becomes more clear that they are winning the bot race and will have a genuinely useful product within a couple years.
@@JohnSmith-x3y8h hahaha, do you live under a rock?
I agree there will likely be 2 or 3 big winners and I doubt very seriously Tesla will be among the "countless that go bankrupt" so that must mean they'll be 1 of the 3.
@@gsabic Please provide your list of competitors that have BOTH capabilities. Should be easy for you right?
Ooooow fancy new guidelines! 😂
Your right on Wall Street , they cant beat the S&P over 5-10 years (99% didnt beat the S&P over the last 2) …. They usually are bounded by only allowing 10% of a position in their portfolio and when it exceeds that they sell … Cathie Woods is a perfect example of dumping TSLA earlier this year
Using blanket-comments about the noble ASPECTS of "success", makes for a good Sounding thesis, but it ignores the Huge Bugs in our System that ALLOWS these successful folks to then open doors that u guys didn't bring up in ur discussion, 2day. THAT'S the bit that the downtrodden disagree with.
We aren't jealous of ur freedoms, fellas....
$$$, @$1000, you get 20X take rate. @ $8000, that is 1/5 the car price of M3.
FSD is game changing for so many people, old people, young drivers, parents of young kids, I can send my car to pickup my kid, that is game changing. Also the entire FSD thing.
Hello
This one will be good to come back to in a few years.
I expect that Elon already has roadmaps to migrate currently owned AI cluster resources to where they will be resized for tasks of best use in connected high data distributed processing as well as prebuilding new data centers to house the new processor capabilities before the processors are delivered.
Starship, SpaceX, and new starlink lunar communication extensions are very fertile areas that will need much more capabilities going forward 😊
Maybe instead of a monthly subscription, Tesla could charge per mile?
I think you should do a segment once a week and call it Farzad's FUDbuster. And debunk all the BS that came up that week.
35:03 I can see where Gary is coming from, and it gabe me some concern too. The main concern with Tesla FSD after NVIDIAs day. Is that tesla have the advantage for now with all the real world data they have, but the concern is that with NVIDIAs end to end training but without real world data, and instead using some hyper realistic programed sinarios to train legacy autos own FSD. Using their own GPU Super clusers with how advanced computing has now become.
2nd one
@@sparkpaul Don't you think
2nd GUY's STUPID ❓
What's wrong, when we say,
I'm FIRST ONE,
SECOND ONE,
９９th ONE ❓😂😂😂😂
Don't forget Tesla and Toyota have a history and partnering with Tesla would be Toyota publicly admitting they made a big mistake.
Toyota does not want to lose face!!!
toyota stock is a better buy, tsla can go down 80% and still to expensive
hate to be a naysayer but does Hanz realise that traditionally 80% of countries that have got themselves in the 120% to GDP club have gone on to default
2025 ❤❤ Trump back like it or Not. .at. Least he Works for his Country.❤❤❤❤❤❤ It's the Money TIIES. Baby
It’s hard to get excited about FSD 13 until I know its behavior on HW3. If it still stinks and there is no upgrade path, I may wait for a HW5 vehicle. Don’t want to get stuck on outdated hardware again.
You just need public healthcare and education and leave the stupidity of having privatized prisons. I'm in Denmark and we are a very capitalist society but with good social programs like education and health.
The potential of XAI105e is huge!
I'm in the comments to say I'm not interested in watching this particular video right now because i have come to distrust the pattern of clickbait.
If you burn your most loyal fans you will burn bright for a momentary fame then fade into obscurity.
Go watch the end of the 2024 interview between Dr Phil and Jordan Peterson where Dr Phil says something like "it needs to be abundantly clear to your audience why you are doing what you are doing". You two have the opportunity to be meaningful cultural anchors in society if you want to be, but milking the algorithms for all they're worth damages the value of and potency of your voice.
I believe you all can truly provide value to the world, but i also believe you can actually hurt my dream of what i hope the world can be if you just play your part as something like a "dirty capitalist" who is willing to sacrifice the truth at the altar of a quick buck.
I really look up tp you both. Please hold yourself to a high standard of truth in the way you attract clicks for the sake of your own integrity and for the sake of the future i know you want to build for your precious kids 💞
I hope I am being respectful and kind in how I am addressing you all. I thank you both for the way you have helped me grow and learn.
Much love ❤️
-Luke
Toyoto has partnered with nvidia, not just purchased their tools....nvidia is smart enough to do this.
I'm 1st ONE ‼️
1st glaze gawd
ＹＥＡＨ‼️
ＹＥＡＨ‼️
The dude running this channel only has a few comments. Not hard to nuke these stupid “first” comments
I’d be embarrassed to have that stupid stuff on my videos.
@ PIENSA
ＢＩＥＮ ‼️
I love how you broke down XAI105e! Elon Musk’s vision makes it even more exciting!
Elon's subscriber fee is providing exclusivity, an effective marketing plan to allow anyone a chan̈ce to have personal contact with a futurist and potentially, the most benign, historically ̈elite human of aĺl time. Keep your frequency high!
Farzad, IMO part of the Wall Street problem is human inertia of the mind, we hate change.
The second problem is that civilization is changing at an accelerating rate, an exponential rate and that is not natural.
Our minds are only equipped for linear growth, like corn growing in the field.
Thank you for the excellent discussion. ❤🇺🇸
Your analysis of XAI105e was spot on! I’m ready to ride this wave, especially with Elon Musk backing it!
Most African countries are not ready for FSD. I am African, some of the roads are not even marked for lanes not to talk of traffic lights. They are only present in big cities