Tesla CyberCabs and Bots Steal The Show | Cyber Bulls w/ James InvestAnswers
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- Опубліковано 10 жов 2024
- Tesla’s Epic We Robot Event Reactions from Tesla Experts
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Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
Herbert looks like he aged 20 years in one Tesla event party.
Probably can't hold his alcohol
Alexandra, Herbert, James and Xander, thank you so much for participating at this event and showing your insights and emotions as well, really love that! Thanks a lot!!!
I wish you guys were more critical, this event was very vague. As Elon has said, prototypes are easy. There was very little new specifics given. It was all hype. I'm a mega fan, this event was the most disappointing to watch in awhile. Looked fun in person, otherwise, lots of flaws in what I saw. It's not just Wall Street who has concerns. I'm using FSD on the regular in my new model 3 and love these products. The event itself was bad.
I 100% agree. Totally underwhelming. That van is just stupid looking & won't look like that in it's final version.
@@robinsonmac in your opinion
But when he said that he had just lost his production hell virginity! He has gone through it at least 3 times more now. Do really think he hasn't learned something from all this?
FSD in Texas and California next year. Unsupervised! Finally!
As an engineer I think the brilliancy of these products is unsurpassed in human history.
I realize a lot of people are not scientists and do not relate with technology well, however not understanding it does not make it wrong. Great shifts in tech have always been resisted by the status quo people for obvious reasons since they typically do poorly in the transition.
FSD in Texas next year. Unsupervised. And California. Finally
Elons timeframe…
Anybody disappointed with the event really has to take a hard look at what the rest of the world's companies are doing: nothing. This was an amazing event, showing the near future is going to be led by Tesla, and the progress they are making is astounding. People act like Tesla could just go have a meeting and then go into the factory and make the final product. They aren't copying, they are creating. It's a process, and they have to find the challenges before they can meet and then overtake them. Like their namesake, Tesla remains misunderstood and criminally undervalued for their creations.
Robocab/van really well done. Both should have great efficiency. Criticism of 2 seater-data on rides is easily available. 1-2 person are vast majority. Futuristic, scalable, highly efficient.
Outstanding commentary ...thank you all.
I didn't see you all at the event last night but Thank You so much for all your efforts to support TESLA.
I was impressed-significant progress on robotaxi, bots. We have a good idea when it will be ready even if wallstreet wants specific dates.
They should just start in Texas with this 50 cars next year. Don't wait.
They have to apply to get APPROVAL...That doesn't happen in a week, or few months....
Yes thank you for everything you do for Tesla and the community!! I wish I could be there with you. 😊🙏🏼🙏🏼🙏🏼
Great event for what it was (ie not a typical investor presentation). Very aspirational ... neural networks are hard to understand by WS
James, You are great man but come on...Optimus was NOT talking to you. That was a human.
It could have been the Optimus. Compare to how humanlike ChatGPT is for example.
Why do you think it was a human? Does chat GPT and Grok not exist? Are there not AI voices all over the internet? Can computers not understand human speech? Are you implying these three technologies simply couldn’t be merged for some reason?
@apple1231230 Come on. It's obvious. And, there is latency with those models. It's not that fast yet my friend. But it will be here soon enough. But I promise you, that was not Ai talking.
@apple1231230 If it was that good I wouldn't have to repeat an address three times in my model X.
Gene Munster asked Optimus to speak Spanish. Without skipping a beat Optimus did so.
Now, it’s absolutely possible that Gene happened to pick an Optimus being “operated” by a bilingual Tele operator but it would seem (to me) to indicate that maybe Grok was the brain behind Optimus after all…?!
Regarding the finish on the Cybercab…
I spoke to one of the design engineers last night at the event. He said the car body was not steel and not painted. It’s a composite material that had an integrated color added to it.
So… some kind of colored plastic?
I am so excited to be a part of this company as an investor and I will be buying more stock while WS is asleep at the "wheel". I never thought we would actually be where we are today when I first saw the original Roadster. I became an investor in 2014 but followed the company before they went public. This is the ride of a lifetime and we are about to go to the next level IMHO. FASTEN YOUR SEAT BELTS!
Unfortunately its all about eps and until that moves upward, wall street is gonna hate it
Wall Street counts cars. Usually month to month. The stock price will likely hang around 200 for two more years or until cybercabs appear on public roads in significant numbers. I will quietly continue to accumulate shares and not expect any great jumps in share price before 2030.
@@karlmaerz5661 I disagree. G3 Optimus is coming up for sale and the model two will be coming up for sale. Elon has always been cautious about introducing new products so they don’t Osborne existing products. And what’s the fun of introducing everything all in one night there’s no fun in that.
I think it will jump when WS understands the significance of autonomy. There will be an initial, and significant, bump in price when we hit a critical mass of traders who understand the massive upshot, followed by another surge when the $$$ numbers start to roll in. It will dawn on traders when Tesla gets a few unsupervised areas, or it gets so good that the existing customer base increases adoption. We may even see the price of used Teslas spike, especially HW4 cars.
Herbert nailed it eg unsupervised robotaxi rollout. He understands Elon’s mind.
This was without a doubt the most exciting and impressive event Tesla has had in the past 5 years. I was absolutely blown away on so many fronts. I’ve never been more bullish on the company! Idk what all these nay sayers were watching. I guess they don’t have much imagination or simply don’t think the company will deliver. Ok, then you should probably not own Tesla in that case? Because if they do, there’s multi trillion dollar TAMs they’re addressing
I was thrilled with the Robo taxi, completely shocked by the presence of the van. I didn’t get to see much of Optimus. The live stream ended way too soon for me. I was disappointed there was no details on the Tesla app for the Robo taxi and zero details, model two but other than that, the products unveiled were awesome.
👀is the robotaxi really stainless ? If so it must be a more malleable alloy than the cybertruck’s …
There was a delay of 1 hour due to the Medical Emergency. They had to take care of that FIRST before the Event could take place. That probably had something to do with the short presentation.
I was wanting more details around the robotaxi support infrastructure. It’s way more complicated than only switching on technical capabilities in the car.
During the tour of the event, they briefly showed participants using a large hammer to pound on the Cybertruck. Since there was no similar demonstration with a cybercab, I assume that it does not have the stainless steel as the Cybertruck!
In person the Robots looked like hardened version of the Robo Sapien childs toy. Their shells were thick plastic. Their torso and legs look like heavy duty plastic of a Hand drill you would buy at Home Depot. But they were big and semi heavy looking. The joints and joint coverings (rubber) just reminded of real tools in a shop.
Will someone please explain the nature of the medical emergency which delayed the event?
I think someone had a heart attack or something. It happens when a lot of people meet up.
Fomo attack
I didn't see you all at the event Lady night but Thank You so much for all your efforts to support TESLA.
I was impressed-significant progress on robotaxi, bots. We have a good idea when it will be ready even if wallstreet wants specific dates.
With steer-by-wire, brake-by-wire and electric throttles, you could have a couple modules that could be bolted in to the cybercab to make it either left or right hand drive
Kind of disappointing! I expected more details.
The robotaxi's looked like they had some storage space behind the seats. They didn't open the Trunk or Frunk but plenty of potential space there. The struts the raised the doors looked the same as the struts that raise the back of a Model Y. I didn't get a ride, but the longer I looked at it.. I could see parts I thought came from a Model Y or 3. the surface was a brushed steel look but I think it was a hard thermoplastic, some said it was fiber composite.
The cheaper car is the Robotaxi with pedals and steering wheel, the glass rooftop gone , normal doors(2 coupe).
Que Maravilha amigo estar de volta
I would immediately buy if available. Forget Uber etc…, any business that relies on delivery can immensely benefit. This has the potential to completely change how we move things and people! And the bus would make a great rv!
I had a similar feeling but on a lower level. Woke up this morning and it all clicked. I suspect they sandbagged meaning they are further ahead than what we think. We never know
I’m having a hard time understanding as close as we are and as fast as we are making progress, why were looking at another one to two years?
This is a question that should have been answered. Now they did say service would start in Texas and California next year, meaning it will be solved next year. Right?
This isn't a shareholder meeting, it was a product unveil
FSD is much better than the current intervention rate suggests as they need to "collect interventions" for training data; interventions are the limiting factor, not compute or miles driven. As such, FSD runs in a shadow mode for statistical validation and makes deliberate mistakes to collect the type 2 error. It also keeps people from becoming too complacent. Tesla won't say this and it will be interesting when the lawyers figure it out.
@@Tjmalloy2we will see what they say next week. But last shareholder meeting they dodged questions saying that more specifics would be given at the robotaxi event…
Do you think there will still be the cheaper car launched very soon but they won't announce it because of Osborne effect?
IF the APP wasn't ready -- it wasn't READY ❗
Tesla can come up with the App pretty easily. They have to wait for APPROVAL by the State, and by the City that they are going to operate in. If they don't have the approval, how can they flesh out the APP?????? I suppose they can do a supervised Robotaxi and do it that way first, but that isn't what they are going for.
@@1flash3571 👍
Omg “the factory becomes the product”
Merci
Whatever last night's event was, it was not something that a car company does.
All you need is a studio and a Tesla car and you will own a Studiotaxi.
Thats a big business.
Imagine the Robovan, no seats, accompanied by two Optimi,(1 charging 1 working) delivering packages 24x7(change RV/8 hr shift). Goodbye Amazon and UPS drivers!
How do you open the doors when you’re sandwiched between 2 cars in a parking lot
These doors are likely for the robotaxi, meaning it’ll never be in a parking lot door to door. The one you’ll be able to buy will likely have a different door style.
Back the car out
Show some A. S. S.!
It will pick you up at the curb. People are still thinking in the old paradigm.
The Bots stole the show for me so fluid in the movements even tela operated big deal
Scale for a Cybercab should be 500K +. That number, spread out, would be pretty thin.
Robovan looks like a StarGate Atlantis - Gateship, but the Door looks like the Arch to the Holodeck in Star Trek the Next Generation. I'm conflicted: Gateship or Archship ?
Optimus had personality dexterity and intelligence.
They had neither personality or intelligence at 7.40 you can hear Herbert admit they were teleoperated.
Maravilha show incrível esse evento coisa do outro mundo não nosso garoto como sempre nos surpreendendo sucesso conhecimento e tudo Deus
@TESLABoomerMama, I have multiple pictures from the event of a bot with 43 on its back and arm.
Love james
I want tesla to succeed, but eps are not moving higher yet. The
Time frame is unknown, and Elons credibility is suffering.
Show me a scintilla of higher sales and better margins.
Difficult to sustain valuation with stagnant sales.
Question is how hungover is Herbert’s hangover?
15:14 @BoomerMama - Tip - the “h” in “heir” is not pronounced 😉
Do you think DMV will approve next year ?
hi Boomer Mama
Am long Tesla. Typical for them, they showed us the sizzle…who needs details? It was designed to be a party after all. BUT…despite the vagueness, anyone in the know has realized the once again Tesla has jumped ahead…far ahead. They have an unbeatable moat. No one can match what they are about to unleash on traditional transportation. Open your eyes…here comes the future.
Robert Scoble showed a video asking Optimus how much was AI and the answer was vague so possibly teleoperated/responses
A moment of silence please for Asimo the Honda bot.
Love and very long Tesla, but that was a very disappointing event. The lack of details and no roadmap on how we get there or anything is what’s causing the stock to drop. Hopefully we still have a compact car in the works with a steering wheel. Not a fun day to look at the portfolio today
Let’s keep talking cyber truck.
they will be made out of aluminum !
If you have the X app then you already have the Robo app.
I heard the car was carbon fiber with a silver plastic wrap. 😊❤️🌎
Stellantis is a conglomerate of all the vehicle manufacturers that failed to be profitable, which is how they got bought.
I think we are "missing" something here, I can Buy ther Cybercab for $30k which includes FSD (value of the car $20k) and it can drive me around when i need it. I dont need a model 3/Y.
Meet Kevin thinks the cars were running on a different software than FSD because of the blinker on the Robotaxi Elon was in. Dude is insufferable. LMAO
Herbert, first time I heard you with your voice off. Take care of yourself...
Future is so evident in front of our eyes….and nobody sees it
I do not agree that this would be the compact car! A two seater is a tiny market. Most people need to accommodate more than two people. The Smart Car hasn’t been a failure by any means, but it’s never been a massive success and they’ve launched 4 seaters because they needed more of a market.
They may sell this with controls at some point, but it’s not “the $25k model”.
Is it going to be build at giga Mexico?
Today, investors stole some market cap as a result of the show.
💪❤
What’s the big deal about the cybercab is the model 3 is also supposed to work as a robotaxis. This was unimpressive, going a 100 yards on a closed circuit.
Because the cybercab will be more energy efficient. Smaller battery pack, and doesn't need to go 0-60 in 5 seconds.
Fantastic event looking from afar. Very bullish on Tesla long term but how short term bearish as no incoming revenue till ? 2026.
As an italian i hope jhon Elkann attending this event will lead to something. In my country stellantis is linked to tens of thousands of jobs ad it's actuall bad shape is giving hard time to everyone. A collab with Tesla is maybe the only way out. Or he just want to buy a bunch of optimus and fire all the workers, lol.
Elon has already said a 50% increase in manufacturing autos next year - it could be just cyber trucks and new model Y’s but it may be a 25k car for sure! 👍👍👍💕🌎🚀
There isn't a direct "agreement" between Stellantis executives and Elon Musk. However, Stellantis' CEO, Carlos Tavares, has commented extensively on Tesla and Elon Musk's strategies. Tavares warned about a potential "bloodbath" in the electric vehicle (EV) industry if other manufacturers follow Tesla's approach of aggressive price cuts. He referred to a "race to the bottom" where lowering prices could severely impact profitability for automakers, something Tesla has faced as its profit margins have diminished with these strategies(
Teslarati
)(
Teslarati
).
This tension reflects broader differences in how companies like Stellantis and Tesla are approaching the EV market, with Stellantis aiming to maintain profitability without engaging in Tesla's aggressive price competition. Stellantis also stopped buying EV credits from Tesla after its merger with PSA, suggesting they no longer need Tesla’s help to meet emission targets(
Teslarati
)
Tesla's Goal from them.
A) Accelerate the world's transition to sustainable energy?
B) make stockholders money -- How did this event do anything to achieve this? This future look does not reduce the number of ICE cars on the road. In fact, every year they don't cover the models needed by people they delay the goal by 10 to 15 years. Some will buy another F150, Dodge Ram, Chevy Van, Honda Odyssey or Toyota Camry. Those cabs will reduce the number of cabs maybe, 5 years from now. $TSLA may NOT care about stockholders making money but they NEED money to pay for Robo dreams. So A and B are not mutually exclusive. As a growth stock Tesla is currently sucking. I see nothing but capEx expenses and nothing to add to the ACTUAL bottom line for years.
I understand your concern but you are still operating in the old paradigm. New models would definitely improve the business but the opportunities of autonomy are on a vastly bigger scale. This will eliminate approx. 70% of traffic congestion. It will lower the cost of travel 10x. Say good bye to the entire insurance industry as we know it. It will change real estate prices as people can live hours away. The cascade effects cannot be overstated.
Well said. Elon has obviously moved away from the original Tesla goal to accelerate trans to sustainable energy to autonomy. He is unnecessarily betting the future of the entire company into FSD, which mainly takes away low-class jobs even if successful. Elon needs to admit his underestimation in the difficulty in solving FSD, be patient, and work on other profitable things for Tesla, like Model 2, small pickup truck, family van, etc, with steering wheels for now.
@@taylorc2542 you have overestimated the value of FSD way too much. FSD will NEVER be perfect. Insurance for robotic WILL still be needed or the owner of robotaxi can be sued to bankruptcy for an unexpected error. In fact, it will take many years for the insurance premium for robotaxi to come down for the owner to be profitable. Also, robotaxi won’t reduce your commute time but increase it instead because it drives slower than human. People are still underestimating the power of a human brain.
@@dhui777 I totally agree with you. I believe some day FSD will be solved by Tesla n the future. Meanwhile as you said he has over 10,000 employees to make profitable things for Tesla. Two thumbs up.
@@taylorc2542 I think you miss the fact people want to own their car at their beckon call not a rental. You think anyone wants to live in rental property? That ownership thing is built into America. Totally disagree, you will not have 100,000 robotaxis driving people to downtown Chicago from the north, south and west of the city from miles away. You underestimate the actual freedom of people to live where they want to live.
So disappointed, no model 2, no details how robotaxi work.
They should offer the Cybercab with pedals, steering wheels and mirrors but ONLY with FSD (Foundation). Would sell insanely well and collect data. Win-win.
40$ stock drop has stolen the show
Tavares retiring next year?..
Don’t see the market for Robo Taxi, it has to be real cheap to get you you out of your car, and then it gets there and it’s dirty inside and smell like weed from the last passengers, I just don’t see it , again FSD has to work flawlessly and also be affordable
Should Tesla charge $30,000 per year for full self drive that only a few Rich people can afford? Or should it charge 5,000 that the vast majority of its customers would consider paying. Most people don't have a chauffeur, and never will. Let's get real.
I guess the whole event was for you guys, because at home... I got none of this. I went to bed when I saw that fake, remote controlled suspensionless robovan.
Fake? So about 18 people didn’t ride in it and get out in front of the crowd and cameras?
You say it’s “suspensionless” - you know that how? You don’t.
Remote controlled - probably. So what? We know Tesla is capable of making FSD work in such a vehicle, so there’s no reason why it couldn’t be made do so.
Buy the dip if you can! It's a gift that wallstreet and the sheeple with no imagination or vision are giving investors.
I wished there would have been more detail. Basically no specs on the car or van, they didn't even show the interior. No ride hailing software shown. No word on grok integration for the robotaxi or Optimus. Just hardware prototypes and promises of what they'll potentially be able to do on some future date. What aspects of the Optimus demo was end to end? Because bar the dancing bots on a stage, it all looked teleoperated to me. If thats the case, then are they going to use teleoperation as a service like 1X are? We didn't learn much from this event. We got to see the cab which we knew was coming, to see the gen 3 hand which we knew was coming, the van is new but no details were given, and they're selling the cab to customers which doesn't even seem like a maximally profitable move.
Watching James insult Wall Street analysts while simultaneously being enamored with talking to a human over a radio for 45 minutes was peak hilarity…
Why do people think it was a human?
@@apple1231230 a lot of reasons. But one of the main ones is that they all had different voices and some of them had ESL accents
@@prestonrasmussen1758there’s no reason why they shouldn’t be using multiple accents/voices for the bot software.
@@apple1231230they spoke with body language. AI is definitely not there yet
Not sure stock will go down if Trump wins.
tRumps against autonomy !
Wow Boomer Mama your weight loss is def showing. Can see it in your face. Well done!
xander has certain..... bot Glow......
❤️🙏🏻
2030 is the date of robo taxi ever becomes reality
The car was gorgeous. Brilliant, efficient design.
With a steering wheel I'd jump at the chance to buy one. As a cab, yes most rides are 1 or 2 people but what about people with kids. The cyberbus? It doesn't make sense and is superfluous in the urban environments it is designed for. The robot? Solely for firing thousands of low income workers.
People with kids will call a 3/Y. Cyberbus could probably make public transportation, which is horribly inefficient and mismanaged, obsolete.
I’m a Tesla fan and stockholder but the presentation was horrible. The design of the cybercab looks fine but 2026 or 2027, really. No details on anything. Disappointing is an understatement after hyping this for months.
No details? How about unsupervised 3/Y in California and Texas next year?
I don like the art deco vans look. Looks like judge dragg helmet
Stop to invite Alexandra….
Just a comment on the configuration….why is a vehicle traveling at 30 to 50 mph, designed with low drag shape for 80 mph. For taxi, think the new London cab. Consider the width of the doors fully open, seems a bit extreme in a city environment.
These UA-camrs are creating bag holders every single day. People, understand that these guys are content creators. Most of them are sitting on a 10X from Tesla's previous run. We're likely years away from any kind of Capital appreciation. Tesla is a great company but Stop listening to these clowns.
Great channel IMO stop drinking the Tesla coolaid...all hype no substance
Gostaria de saber porque só usa preto
Delusional much? Hyperbole on parade ...
Elon Musk is becoming a stooge for Donald Trump
And? Musk wants free speech, real elections with voter ID, law and order, less government corruption that is trying to screw him every second and prop up his competitors that can't get it together. He loves America. What is the issue with that?
Politics are way less important than people think and technology is way more important. Unfortunately, our ape brain thinks the opposite.
You’re a stooge for Harris so… pot calling the kettle black eh?
Stooge for free speech, fewer government interventions, and regulations and involvement with big tech manipulation, strong borders, fair elections, America First... Just think what it had to take for a former Democrat voter of his intellect and ilk to run away from that ticket like so many real Americans are. Pretty amazing