New Cybertruck Details, New Model Y Variant, Tesla Semi Insights
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- Опубліковано 2 жов 2023
- ➤ New details on Cybertruck interior and other updates
➤ Tesla releases RWD Model Y in US
➤ Tesla Semi on Jay Leno’s Garage: • Jay Leno Hauls Tesla S...
➤ Tesla argues lawyer compensation relating to lawsuit
➤ Ford cancels some dealer orders for F-150 Lightning, announces new trim
➤ Rivian Q3 deliveries
➤ Musk to speak at IAC
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#Tesla #TSLA #Investing
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
Hi Rob Meowrer 🐈
Best comment in Tesla daily history
😂
FINALLY!!!;)
Never gets old 🤥
Categorically perfect! 😸
ROB - a Starlink antenna is Definitely possible on Cybertruck , as the Australian PD has ordered Hundreds of Starlink antenna for their Patrol Vehicles (Trucks) and for Police Stations.
$8.5 MILLION Investment, 550 Vehicles and 129 Stations.
I hope you make more than anybody at CNBS, you definitely deserve it.
Tesla has changed Cars forever
Tesla has changed transportation forever
I live in Modesto and see the Frito Tesla Semis(Pepsi) pretty often and get stoked just about every time
Why not every time?
$PEP
Hey Rob Maurer , everybody here 👋🏼
Another great update. Thanks Rob!🎉
Nice to see Elon getting some positive recognition for his SpaceX endeavours rather than the typical mainstream news negative coverage, or the usual lawsuit of the month announcement. Hope he enjoys it!
Tesla screen should turn so it can be vertical or horizontal
Yes definitely. A lot of those news organizations have never gotten over their egos about Tesla having no PR department. They felt insulted, like they weren't important enough to be paid attention to. Exactly what Elon intended them to think because it was true. Was this a good idea on Elon's part? Probably not, but normal people don't accomplish what he's accomplished and a lot of that is going to help save this world. That last sentence would be hyperbole when speaking about almost anybody else on this planet. What's weird with Elon is that it's absolutely true. He's an eccentric genius with lots of rough edges. I both respect his genius and love his trollishness.
Negative coverage is mostly self inflicted.
Hardly anyone is talking about the worth of Starlink. It will move data around the planet faster and cheaper than any other network. The entire cruise and shipping industry is adopting it as well as the airlines.
@@2ndfloorsongs PAID attention to...
Keep up the good work Rob! 🔥
Nice work!
From video with Tesla Semi, what was interesting, as investor, that current production is pre production, and they gathering responses from driver to make modification before they start full production.
Tesla's Awesome ❤❤❤❤❤
Is the tonneau cover black? It's really hard to tell.
Thanks Mate. Cheers
I appreciate the conciseness of your summaries.
I won't read too much into Ford's Lightning production pause. That might have something to do with Ford's wrestling match with UAW; it's hard to guess. In any event, it's obvious Ford wants to make the truck. And they have orders.
More concerning is Ford's pause on construction of their battery plant with CATL. Ford will need those batteries. So what's up with that?
Wild-ass guess: Ford decided that something about that collaboration missed the sweet spot - type and specs of the planned batteries versus cost. Might be they want to renegotiate to take advantage of late-breaking tech. Or change the form-factor of cells. Or want tweaks to pack assembly. Whatever it is motivating the pause, it must be significant. Otherwise Ford would have plowed ahead. They do need those batteries.
I'm please to see Rivian showing progress on their ramp.
Semi still seems to be in its LRIP phase: Low Rate Initial Production. Honestly, I don't know why. They have had enough time to bring up a production line and work through problems. They've had enough time to establish supply chains. They have orders, and they can deliver at least 750 KW chargers to position as fleet operators demand. They aren't ready to support go-anywhere jobs. But many fleet operators have suitable routes that should be easy to set up. So what's the hold-up?
I see a pattern. Model Y: paused for minor refresh which seems to end 4680 packs. Q3 production slightly down overall. Sales for Models S and X not surging despite major price reductions. Sure, you can write off Q3 as retooling and improving, but which is the cart, and which is the horse?
I think Tesla hit a supply snag. Batteries, or chips, or both. Those are the items most likely to be affected by geopolitical friction with China. And of course the unexpectedly slow 4680 ramp.
Production growth for complex end items usually run into snags. It's the nature of the beast. Winners navigate the snags and resume growth. Tesla is not going to lose, not after all they've worked so hard to accomplish.
They might fall short of 1.8 million units this year. They might even struggle next year to grow past that volume. Geopolitically-driven supply chain breaks might persist. There's still a real war on. And a trade war. Globalization is faltering.
The long term looks bright. But I think, in the short term, Tesla stock buying opportunities may again present themselves.
To conclude: the Model Y pause and minor refresh may be Tesla taking advantage of downtime forced on them by blips in their supply chains.
Thanks for your reporting, Rob.
You forgot to mention the cyber truck that will certainly add growth next year, independent of any other variable. I also think the time of purchase rebate instead of having to wait to file your taxes does matter to people because it reduces the monthly payment
@@trent_carter if my conjecture about supply chains for chips and/or batteries failing to keep pace with Tesla's projected ramp is true, then the Cybertruck ramp could be, in the short term, disappointing. I don't have much faith in the uberbull case of 375K units in 2024. Under 50K units could be closer to the mark.
Of course if they do a smashingly successful ramp, I will be immensely pleased.
But I think I see hints in the data that all is not well in ramp-land.
Do you think they will also use the new screen? Why have different screens?
Brake by wire means there is no actual link between the driver using the pedal and the output on the calipers. the pedal has a sensor which transmits the information to an electrical motor which generates pressure in the pipes and thus move the calipers. so no pump. also the feedback for the driver is generated virtually and is not the actual pressure in the pipes.
This would be a true brake by wire or these days a dry bbw. Many systems are still halfway there, ie. wet bbw where the calipers are still actuated hydraulically but the input from pedal is electric.
@@Timo-qb1gf correct
Congrats dip buyers. I hope you get a great return the next 6 months.
Nice
Rob, can you show us how your Model 3 looks now with the ceramic coating?
Gotta press that 👍
Question: My Dad ordered at Septembers start a performance Y for the New Zealand market which should come from Shanghai. It's due out between now and end of November. Would he likely be getting the upgrades of it came this month or should he delay if he could taking the order until say November if given that option?
Tough one. Shipping containers from China to ANZ is about 20-25 days. So it’s a tossup. I guess you will just have to wait and see
Thanks Rob! The Semi is also a highly anticipated Tesla Vehicle that I look forward to seeing on our roads and highways. Everyone else struggling with this strike or emissions standards are going to have very few viable choices available to them. This change is not stopping and every day of delay and denials that they used in the past is time that they can never get back, which makes their present situation entirely their fault. Sad, but this transition will be the end of more brands than I think we suspected... including some pure EV start ups (Lucid).
I’m not sold at all regarding emissions regulations and govt pushes for EV transition in terms of timelines. We have seen this many times in the past where laws go in effect “by this date…” then the goal line moves farther in the future or the regulation is eliminated completely. Semi will not be a major player for a LONG time. But its local delivery capabilities should make it relevant on some level.
@@allengraham7407
Timelines.
Do you understand the "double S curve" concept?
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TWO components.
Essentially, similar to Newtonian Physics.
Every action has an equal and opposite reaction.
Every Tesla (etc) sold is an ICE vehicle NOT sold.
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EVERY (compelling) EV is selling..... and will sell.
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It's ALL about production rate and Tesla is driving that hard.
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An ICE company with 2-3% margins on *high volume* requires *high volume* for the business model to work.
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Conversely, a disruptor with "lower" (but increasing!) volume and *high profit* has "wiggle room" and opportunity to expand.
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The disruptive company only needs to remove a few percent of the incumbent profit and those companies have nowhere to go.
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That'll be what Tesla has (already) done .
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Prices are effectively at parity.
ICE sales are falling.
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ICE production?
Is it the strikes closing plants, or dealer inventory? (They don't want/ can't accept new stock.... They're overflowing)
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So now, for whatever reason, the ICE sales S curve is falling and there's reduced, or zero production.
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Meanwhile the EV curve is rising at a scarily opposite rate.
There are going to be major bankruptcies VERY soon.
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"Laws and targets" won't matter.
The speed of collapse will be frightening (if you work for or are invested in those companies).
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As for the Semi being a MAJOR player or not.....
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It outperforms other E Trucks 2:1 in range and between 3&4:1 in charging.
Price?
The moment a Tesla Semi operator cuts their shipping rates by .... Let's say 20% because their cost per mile has dropped 30%..... EVERY customer will want to use that company.
EVERY shipping company will NEED the Tesla.
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and we're back to "production rate".
The curves flip as fast as Tesla can build the Trucks.
@@rogerstarkey5390🎉 Grounded thinking and love the comments.
@@rogerstarkey5390 Yeah I can do without the “do you understand” mansplaining. I am a Tesla investor and quite in tune to their philosophy and strategy. I am also not a Tesla cult follower and make every attempt to be a realist. My comment had zero to do with ICE sales vs EV sales or the almost incalculable advantage Tesla has in the EV market vs competitors. My belief, as I said is that I think regulations will guide on some level the overall direction of vehicle sales in general, but the hard and fast dates the govt has set up for EV transition is basically meaningless. Outside of California those dates will continue to be kicked farther and farther into the future. Or completely overturned depending on administration. And the semi as I stated is a novelty model with limited use at present. And that will not change anytime soon. There is no way around the range shortcomings with EVs towing. And I have little doubt that the Cybertruck (which I am as excited about as anyone) will be absolutely no different. Gas F150s and the like will continue to dominate for years for this reason.
@@allengraham7407No regulations necessary. Pure economics. Let the free market decide.
From Ford Dealer insider. Dealers are refusing their Ford Mach e and Lightning allocations in big numbers. Customers are refusing to pickup their Mach e and Lightning reservations, hence, growing inventories on Ford lots. Many customers remarked, they are going to buy a Tesla or awaiting the arrival of the Tesla Cybertruck.
I really doubt Lightning buyers are the same buyers as Cybertruck. I think its a totally different audience.
@@Tegneaufreak
Let's see how many Cats go to Trades after the launch.
My guess would be more than you think.
@@Tegneaufreak Myself and one of my neighbors both switched to Telsa CyberTruck because: 1. Can't charge a Ford Lightning on a cross country road trip - charging roulette. 2. Costs too much to charge a Lightning 3. Cost too much to insure (Our 2020 Teslas monthly insurance cost throught Tesla Insurance is between $90.50 to $102.00. TI only factors in a driver's safe or unsafe driving. It does not consider: car thefts, break ins, catalyst coverter thefts, accidents, etc.) 4. Cost too much for maintenance. Tesla first year maintenance is $2.25, refill windshield washer fluid resevoir. Tesla second year maintenance is $50.00, replace HEPA filter. 5. Cannot attach a snowplow to a Lightning. 6. Ford leads the nation in recalls. 7. Etc.
I have said for ages---people do not want "EVs"---they Want Teslas.
The tax credit eligibility language says per plant. So it’s not calculated across their whole fleet or for the individual vehicle as most people think but the average for the Austin factory, the average for the Fremont factory, etc..
Nice beard and haircut Priestly :) You should give Jay Leno your barber's number :D
I've had my X for 3 years. Bought it new with all options. With my service visits I've had many opportunities to drive 3s and Ys and the first thing that I felt extremely uncomfortable about is having the one screen, especially because I had to quite deliberately take my eyes off the road just to look at it for general driving information. I hate it and wouldn't ever get either of those models. I wish they'd at the very least project things like speed onto the windscreen, or just give us the dash display back.
We have an S (for almost five years now) and got a Y half a year ago. I find glancing down and slightly to the right in the Y isn't that different from glancing down at the dash display - it's mostly about overcoming the motor memory of decades of driving...
But I do get that many want a dash display in the 3 and Y, which I guess is why there are so many aftermarket options for this.
Does Leno have a CDL?
While I wouldn't be surprised If he had one, he sure as hell doesn't need one. Jay Leno is royalty, he doesn't have to worry about no stinking CDL. 😁
Hey Rob, i can confirm the model Y lighting is currently just on the dash but will be coming to the doors too later in 2024 when they do the full Model Y refresh and bring all current updates from the model 3 to the model Y. - I saw this confirmed in a differant video yesterday.
I think it's on the doors, but aligned with the "old" trim because they haven't changed the door cards yet
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The dash trim can be a common unit.
The door cards are different.
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Looks like they're fitting "Highland" drive systems, maybe mapped for Y parameters of speed, acceleration and economy.
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Suspension/ NVH?
I'll bet that improves as well.
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Glass?
Tail lights?
Those will come with the Juniper upgrade.
Rob, I'm confused. Is there a 4680 Model Y being built in Austin? It's confusing because I thought they were close to a 4K or 5K per week run rate. What happened to those cars? Are they building them without 4680s?
It's well documented.
Heard they’re being reserved for Cybertruck.
@@rogerstarkey5390 ha. Nice one.
@@ken-mb5cp yes, but Austin is still making model y, right? I wonder where they are getting batteries
Texas has made 4680 and 2170 Model Ys.
Anyone else notice the smaller truck that was being towed by the Semi?! Perhaps a signal for a more localised delivery vehicle.
Go back to the Semi Launch event, ("LAUNCH" [2017], not "Delivery")
It was there then.
That's the "300 mile" truck.
Probably brembo’s sensify brakes
Back in the 1980s, I towed a trailer once from Iowa to New York. I think I need a gas truck so if I ever do that again it will be easy to refuel..... If you don't get it, I am being facetious. :)
I get it, but if you hadn't revealed your sarcasm there would be lots of dimwitted people mad at you. As they say: "Irony's sword has no handle."
@@2ndfloorsongs
"Lithium Irony"? 😉
@@2ndfloorsongs That is why I ratted myself out
It should be the other way around: The 3/Y have the turning radius of the Semi.
🎉
I'm seeing this as local runs....few in towns for local run and in at night for charging...more family time ..
👍
Jay should learn to drive in the middle of the road :D
Looks like the Starlink flattymcflatface from the police cars
Turning radius comment @11:00 was both a nod to the Semi, but also a dis to the Y and 3 which are notorious for having a pretty wide turning radius.
Compared to what?
To me, the semi on the trailer has a differently shaped cab than the one being driven by Jay - less height above windscreen?
Yes. From the very first Reveal, the Semi has had two possible (and, I believe, interchangeable) heights. I think it's intended to align the aerodynamics for two standard trailer heights.
@@bigdream_dreambigThat's always been my guess as well. Though it's unlike Tesla to make more than one of something, I think they'll pick the shorter one and juggle fairings. But, truth be known, I have no clue what's going to happen, I'm just making comments on UA-cam. 😁
That's the lower range version
Yes, it is a different version. In Jay Leno's video they explain that this was a model that was coming back from testing in Nevada.
@@nelsongarcia8959 Thanks for filling us in there. I mean to watch that Jay Leno episode real soon now. I remember loving the ones that have his steam cars in them. Maybe he has a spare electric car from the earlier 20th century that he could make a restomod out of. Substitute those lead acid batteries for some state-of-the-art lithium ones. I wonder, considering how light they are except for the batteries, how much mileage that car would get with an equivalent amount by weight of the lithium ones. But use the LFP ones, don't want to go burning down an antique. And maybe it wouldn't have to be a restomod since you could make the LFPs in the form factor of the lead acids and then you could swap the old lead acid ones back in to make it kosher.
under $200. We buying! lets go
👍👍👍
Why the heck would you want any information about the Cybertruck to be a surprise?
One day I'll be able to afford a Tesla haha!
I think my leaf is brake by wire. It fail my road certification while new cos they hadn't a clue. Had to get a letter saying its working fine
Maybe I'm being overly pessimistic, but I read the changeout in the Model Y as nothing more than continued difficulty ramping 4680s, and if they're ever going to launch CT with any sort of volume they need to scrounge every 4680 they can.
Doesn't look like the exoskeleton held up well in the crash. Looks like every section is out of whack. No fixing that damage.
Yeah---curious about that.
The idea is to keep the occupant safe.
Tesla
8:17 Jay Leno - Tesla Semi. Presumably, he has a CDL...
Putting the tech aside, I can't help wondering if the Semi has sacrificed driver safety. Their legs couldn't get much closer to the front of the cab. It sort of reminds me of the VW Bus which had virtually no production. Then again, none of the VW of the era showed any hints of caring about driver safety. I have no idea if driver safety is any better or worse than the typical disel cab.
I think he has a firetruck.
@@craighermle7727 Highly unlikely. Tesla has always said safety is their #1 priority when designing vehicles, and have shown that this is more than just talk by topping the safety charts when comparing to other vehicles in the same class. There's no reason to think the Semi, Cybertruck, or any other Tesla vehicle will be any different.
@@craighermle7727Oh ye of little faith. It's Tesla, they're pretty much obligated by now to be in the number one spot as far as safety goes. If you look at side shots of the semi, you'll notice that the driver is actually farther back than in most other tractors, there's lots more crumple zone. What gives the illusion of not being protected is the excellent unobstructed view the driver has. But it's going to be one of the safest tractors out there, not because of its construction, but because of its software.
@@craighermle7727 Watch the Jay Leno program. They talk about truck safety near the start of the vid.
Clearwater cyber truck on trailer. Sorry cannot add pictures at this time???
We have the weight on a Semi + a trailer. Someone do the math.
I am calling BS on Ford's reason for cancelling orders, as why would you need to cancel for quality issues, instead of just postponing.
👏🏻👏🏻👏🏻👏🏻✌🏻
Variant here and variant there, is not sustainable to grow 50% a year with a 40k car, a 25k car should be already in production. BYD and others will take full advantage of the lower price range.
Well, so far they're DOING IT.....?
@@rogerstarkey5390 Yes they are, however, one thing is going from 1 million to 2, another is from 2 to 4, there isn't a 4 Million a YEAR car market for a 40k car.
I've made a 50€ bet that first Cybertruck is delivered this month. I'm starting to worry
Halloween.
It's a post apocalyptic truck....
And
It's Elon.
I fully expect another delay---and the TSLA dip that will come along with it.
Wow again about the Cybertruck?A little bit much!
yeah with 100 semis they're major player for sure...
"Model S will fail"
"Model 3 will fail"
"Model Y will fail"
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(Guess who my money is on?)
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I'll bet you every fleet manager in the country has been asked by their boss.... "Are you paying attention? What are the running costs?"
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and I'll bet every manager worth their salt already knew those costs.
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It's going to be "necessary" to run these if you want a competitive advantage.
@@rogerstarkey5390 Cultist detected. Semi is released in 2017 btw. Model 3 is released in 2016. You can make comparisons how many on a road yourself.
@@paulf3353no, the semi hasn't been released yet. It was *announced* in 2017. It's still in pilot production only, and you cannot buy one yet. Comparing numbers on the road vs Model 3 is inane.
@@koma-k Whatever you call it, It is being presented in 17, there are 100 on a road today. Model3 presented in 16, how many are there on a road today. Now go and check how many other truck EVs are on a road today in comparison to Semi.
@@paulf3353 Semi hasn't been released at all. You haters are not terribly bright but wow none of you is at all honest. I guess that goes with being the bitter little zero's you all are.
Expect--if you are buying TSLA---expect another CyberTruck delay.
And if you're selling it'll be early?
I’m still selling TSLA… trying to unwind to four percent ASAP.
Shear genius on your part. The things they teach at day trading school nowadays; very advanced thinking.
More for the rest of us. We're longs not day traders here, we don't gamble on silly short term stock swings, our investment is based on long-term outlook.
@@2ndfloorsongslol
I'm going to get gas. I want at least 3,500 pounds of towing.
That is exceptionally low
Getting gas? Be careful. Bring a fresh pair of underwear and consider wearing brown colored pants in case you get more than you bargained for.
Irony's sword has no handle. 😁
@@2ndfloorsongsnone of the situations in Alanis Morisette song are irony.
@@TheTrooper424 Yeah just wanna towe a popup camper. May end up going with the Hyundai Santa Cruz which has a small bed. I started a Mobile Car Detailing company out of my Veloster and business has taken off. Looking for a nice tax writeoff. I'm dissapointed with batteries in general, ended up having to buy a gas generator to power my 1400w vacuum for when the customer has no power.
Thanks. Elon seems to be screwing up more often than usual - Twitter, board earnings case, mansion fittings, launchpad deluge delays, brash political comments. Perhaps he is being caught up too much in factory detail. I hope he gets back on track soon.
What strategy would be best when humans are best for innovative ideas and AI is good for automation? Leave the factory designs & refinements to AI and free the humans for more innovations, not so?
For example, Tesla is building a supercomputer from A100 chips and Dojo chips. At some stage it might be better to skim off the A100 chips for factory design.
Show it videos, method statements and blueprints of each factory build and let it design the Mexican mega factory, complete with value chains, production performance, blueprints and method statements. Then let it design with more automation, less human labour, lower costs and higher profits! Pie in the sky? Probably high risk, high reward - the type of odds Elon likes!
What fool nonsense.
Let Elon Elon.
@@TheEvilmooseofdoom you definitely lost it
The Base model Y from China moved to the US and China now gets the new version.
Also China getting the new Model 3 first.
A sign of things to come Tesla prioritizing China over the U.S.
No, it's not a prioritization. It's because the Shanghai factory is agile and running at top throughput speed, while the Fremont (California) factory is lower volume and the Austin (Texas) factory is still ramping up and is currently focusing on the Cybertruck and Semi.
It's probably about the parts suppliers in China being quicker to make new products than the US suppliers.
What about Elon's retweet of a pro far right Tweet?
I have followed the exploits of Elon Musk for about seven years. I applaud his engineering successes, but feel he has finally turned to the dark side politically. Neither US party is above reproach, but to side with the MAGAs suggests he has lost his mind. He recently tweeted a post suggesting that a short interval had passed without Ukraine begging for more US aid. The world's richest man demands government aid every time he sets up a factory. Just because he is a thoughtful engineer, does not mean he is the master of all domains; he does not have the bandwidth to be all things to all people. I liked him before he bought Twitter, now I think he has become a twit.
Demands aid for factories? Such as when? I don't you think much and I equally suspect that what you pretend you know what spoon fed to you by a bigger fool.
Disagree. Let's ask the thousands of people crossing daily in violation of our unenforced immigration laws what they think. What rooms are they in again?
LMAO: don't recommend this channel
..any reason why.
Interior looks kinda bland
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