The Tesla Taxi could completely replace Uber. Uber had $37 billion of revenue in 2023. The number of cars needed for the taxi business is limited, so they will get to a point where they are essentially fully staffed and only need to replace cars due to accidents. A taxi can be designed for repair-ability like the Checker Marathon that ran for decades. Once the taxi production volume ramps down, the line is free for the budget Tesla to be produced there. Laying off a lot of workers is likely due to a switch to Tesla robots.Tesla is in transition, but these strategic moves make sense in the context of where their AI development is headed.
What Elon has done makes perfect sense. If BYD builds in Mexico they will take a large market share away from Tesla Model 2, a high production low profit margin vehicle. It makes sense to pause model 2 until November politics plays out and Chinas entry into the US market is better known. Tesla has nothing to worry about from domestic automakers, they are years behind in technology. Focusing the Model 2 money on ramping battery production and R&D Robotaxi startup production at GigaTexas makes perfect sense. By Jan. 2025 the political outlook and the Chinese threat, and the FSD capabilities will be much better understood. GigaMexico can be built in a year or less and will be tooled for whatever is appropriate based on how 2024 plays out.
Maybe their cheap😮model will be the existing model 3 by reducing the cost of model 3 with efficient manufacturing methods.Until now they didn't used giga castings to model 3.
Yeah the problem tho is that it isn’t a hatchback. That said, they could easily sort that by changing the roof structure. Arguably, a retracting roof blind in the model 3 and y should be a std feature alongside heads up display. I never really know why Tesla doesn’t target these easy win areas. Like the stalls situation…. Why make things a little trickier?
10% profit on a model 2 is less than the (likely higher) profit with Robotaxis. It's likely that Tesla will sell all of its production and receive a percentage of revenue from the Uber-like companies that buy, manage and operate them. Some version of FSD will be on each Robotaxi and Tesla will provide AI/compute resources ongoing. Setting up production in Austin will create a template for production of the Model 2 and Robotaxi lines in Mexico, India and elsewhere. Bottom line is more revenue and sooner. Sluggish sales today might be based on the belief that a Model 2 delivery is likely this year or next. Robotaxi may change that belief.
So sad, I was hoping Elon would produce a car similar to the GM EV1 for 2 people with fantastically low air drag. Hmmm, but wait, Robotaxi may be just that! Two seater which most people are driving by themselves to get to work, run errands and then home from work. Elon may make this car as an either or, Robotaxi or two person car! I like it!!!
TBH, I always thought that the Tesla model 3 car would eventually be the $25K car around 2027 after they had made a shit load of profit and design changes along the way. I.E. $25K for the model 3, $35K for the model Y and $55K for the CyberTruck all by 2027.
There are multiple companies capable of producing a cheap EV - but only few to create a robotaxi. Tesla is in a unique position to again be the first company to dominate an entire sector.
FSD 12 been built in less than one year from scratch with AI LLM, and now Tesla's Dojo provides unlimited AI power to build upgrades even faster. FSD at level 5 is sooner than one could expect.
Come on. The guy is smart enough to bring to market 2 versions. One for the masses with slightly less hi Techware, and the ultra hi tech to keep for himself as Robot t.'s
So the cheap model no longer cheap. What they promised for $25k they are now offering for $30k. We dont need lightening speed that can no longer be used on today's highways we need cheap purchase price and farther distance traveled between charges.
Although I like Tesla, the above is a classic reason why you either don't believe what Elon says or at the very least take it with a huge grain of salt.
Who would produce a $25K car if Tesla can’t . I would look to a Chinese /German collaboration as the Chinese can scale keep costs down and the Germans have decades of know how and prestige branding .This will happen IMHO
The unveiling of the Tesla Model 2 did not result in a boost in the company's stock performance; instead, the stock price has seen a decline since November 2021. The potential for Tesla's Full Self-Driving (FSD) technology and future robotaxi services far outweighs that of a budget-friendly Model 2. Tesla currently lacks the scalability to simultaneously produce millions of Model 2 vehicles and robot-taxis. Transitioning into the realm of robot-taxis could potentially transform Tesla's business model from simply being a car manufacturer to a transportation service provider, offering significantly higher margins akin to Software as a Service (SaaS) models. Why build a cheap model 2 when a robot-taxi could transport you on demand for a fraction of the cost per mile ? FSD 12 is not a version 11 + 1, it's been rebuilt from scratch, on one year, based on new technology: AI LLM. And Tesla's Dojo has the capacity to build updates much faster now. A fleet of one million robot-taxis could effectively substitute for 20 million (inexpensive) cars. This is because cars typically remain parked approximately 95% of the time. A robot-taxis could be much more expensive (to buy) than a model 3, if it has a longer expected life or could be on the road for 1 million miles. Similar to the iPhone: tesla could earn more from the additional services than from making the car.
They could be sheeper. And I wondering why he doesn't have a n gigafactory in south Africa before our single market start walking them start running the world.
@@TeslaCarWorld You have no true information from Tesla (Elon Musk). You’re fabricating information about what is the future of car production that has not been reported and confirmed by Elon. So it’s just a click bait
For. NOW, EV PRODUCTION doesn't mean LOT. TIME to THINK THE BEST ECO CAR. As far as Model 3,Y,S are HERE., THAT'S ＳＵＰＥＲ‼️ Many kinds ❓ New MODEL❓ IF I WERE Elon, I DO THE SAME. ALWAYS, FOR GOOD, ３ KINDS's OK‼️ Think about your wife. You LOVE HER ONLY. Maybe, 2 friends who're women. Even ISLAM's up to 4 wives. I LOVE THE ONE ONLY. ３ or ４ KINDS of MODEL're PERFECT NOW. When THE TIME has COME, I'm VERY SURE Elon SHOWS US ＳＵＰＥＲ CAR‼️ NO NEED to BE NEGATIVE. BELIEVE Elon ‼️ 🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷
The Tesla Taxi could completely replace Uber. Uber had $37 billion of revenue in 2023. The number of cars needed for the taxi business is limited, so they will get to a point where they are essentially fully staffed and only need to replace cars due to accidents. A taxi can be designed for repair-ability like the Checker Marathon that ran for decades. Once the taxi production volume ramps down, the line is free for the budget Tesla to be produced there. Laying off a lot of workers is likely due to a switch to Tesla robots.Tesla is in transition, but these strategic moves make sense in the context of where their AI development is headed.
What Elon has done makes perfect sense. If BYD builds in Mexico they will take a large market share away from Tesla Model 2, a high production low profit margin vehicle. It makes sense to pause model 2 until November politics plays out and Chinas entry into the US market is better known. Tesla has nothing to worry about from domestic automakers, they are years behind in technology. Focusing the Model 2 money on ramping battery production and R&D Robotaxi startup production at GigaTexas makes perfect sense. By Jan. 2025 the political outlook and the Chinese threat, and the FSD capabilities will be much better understood. GigaMexico can be built in a year or less and will be tooled for whatever is appropriate based on how 2024 plays out.
Low margin hit by declining EV sales due to legacy car industry lobby against EV are contributing factors to halt model 2
Oh no, no $25k car. Except for the Renault 5, Kia EV5, Skoda Epiq, Citroën, MG, BYD and probably others. Tesla laid down a challenge then backed out.
Maybe their cheap😮model will be the existing model 3 by reducing the cost of model 3 with efficient manufacturing methods.Until now they didn't used giga castings to model 3.
Yeah the problem tho is that it isn’t a hatchback. That said, they could easily sort that by changing the roof structure. Arguably, a retracting roof blind in the model 3 and y should be a std feature alongside heads up display. I never really know why Tesla doesn’t target these easy win areas. Like the stalls situation…. Why make things a little trickier?
More click bait.. a robo taxi and the model two are basically the same vehicle built on the same platform
You said many silly things in this video. Please observe that robotaxi and the smaller Tesla will be on the same new platform.
10% profit on a model 2 is less than the (likely higher) profit with Robotaxis. It's likely that Tesla will sell all of its production and receive a percentage of revenue from the Uber-like companies that buy, manage and operate them. Some version of FSD will be on each Robotaxi and Tesla will provide AI/compute resources ongoing. Setting up production in Austin will create a template for production of the Model 2 and Robotaxi lines in Mexico, India and elsewhere. Bottom line is more revenue and sooner. Sluggish sales today might be based on the belief that a Model 2 delivery is likely this year or next. Robotaxi may change that belief.
So sad, I was hoping Elon would produce a car similar to the GM EV1 for 2 people with fantastically low air drag. Hmmm, but wait, Robotaxi may be just that! Two seater which most people are driving by themselves to get to work, run errands and then home from work. Elon may make this car as an either or, Robotaxi or two person car! I like it!!!
电动车可以做四座两门的，因为电池包的特性，做两座位的显得很愚蠢，哈哈哈
TBH, I always thought that the Tesla model 3 car would eventually be the $25K car around 2027 after they had made a shit load of profit and design changes along the way. I.E. $25K for the model 3, $35K for the model Y and $55K for the CyberTruck all by 2027.
There are multiple companies capable of producing a cheap EV - but only few to create a robotaxi. Tesla is in a unique position to again be the first company to dominate an entire sector.
Robotaxi years away, Dan Ives said.
FSD 12 been built in less than one year from scratch with AI LLM, and now Tesla's Dojo provides unlimited AI power to build upgrades even faster. FSD at level 5 is sooner than one could expect.
@@phvaessen 👍 agree. Look what Xpeng already achieved in China. It’s the right moment to transition to a Software and Energy company.
mayby BYD will be my next car..or nio
Okay, bot.
I guess you are not interested in passanger safety you can’t get much of that in a $10,000.00 car
That would be the end of Tesla and the American lead
Come on. The guy is smart enough to bring to market 2 versions. One for the masses with slightly less hi Techware, and the ultra hi tech to keep for himself as Robot t.'s
te proizvodne linije su zadivljujuce. 👍
So the cheap model no longer cheap. What they promised for $25k they are now offering for $30k. We dont need lightening speed that can no longer be used on today's highways we need cheap purchase price and farther distance traveled between charges.
Yes sir
I believe Tesla moving to SOFTWARE company + CAR company
Tesla moving to a transportation service company: that includes software + car + additional services + insurance. With higher Saas margins.
Although I like Tesla, the above is a classic reason why you either don't believe what Elon says or at the very least take it with a huge grain of salt.
Who would produce a $25K car if Tesla can’t . I would look to a Chinese /German collaboration as the Chinese can scale keep costs down and the Germans have decades of know how and prestige branding .This will happen IMHO
The unveiling of the Tesla Model 2 did not result in a boost in the company's stock performance; instead, the stock price has seen a decline since November 2021. The potential for Tesla's Full Self-Driving (FSD) technology and future robotaxi services far outweighs that of a budget-friendly Model 2. Tesla currently lacks the scalability to simultaneously produce millions of Model 2 vehicles and robot-taxis. Transitioning into the realm of robot-taxis could potentially transform Tesla's business model from simply being a car manufacturer to a transportation service provider, offering significantly higher margins akin to Software as a Service (SaaS) models. Why build a cheap model 2 when a robot-taxi could transport you on demand for a fraction of the cost per mile ? FSD 12 is not a version 11 + 1, it's been rebuilt from scratch, on one year, based on new technology: AI LLM. And Tesla's Dojo has the capacity to build updates much faster now. A fleet of one million robot-taxis could effectively substitute for 20 million (inexpensive) cars. This is because cars typically remain parked approximately 95% of the time.
A robot-taxis could be much more expensive (to buy) than a model 3, if it has a longer expected life or could be on the road for 1 million miles. Similar to the iPhone: tesla could earn more from the additional services than from making the car.
สวยมากๆ
I write to Elon @ Ｘ,
Uber TESLA BIKE.
GREAT EXAM FSD.
Uber carries food,
medicine, etc.
Tesla is not the One and Only. BYD 10.000 dollar EV. Wuling 10.000 dollar EV take over. ❤
Sorry, fella, you're delusional. But I do have a mansion in Malibu for the low, low price of just $599.00, just for you. Trust me. Would I lie to you?
They could be sheeper. And I wondering why he doesn't have a n gigafactory in south Africa before our single market start walking them start running the world.
It will happen sooner or later
EV,
WE MUST THINK FUTURE CAR‼️
ROVO TAXI is GOOD.
This is only a click bait
Where is clickbait ?
@@TeslaCarWorld You have no true information from Tesla (Elon Musk). You’re fabricating information about what is the future of car production that has not been reported and confirmed by Elon. So it’s just a click bait
Totally wasted my time. Never listen to another video of this channel
Outlaw self driving. Driver jobs too important to the economy. Franz next to go.
stop lying
Fake information
Lies lies lies
Horrible channel supported by ool companies?
elons reuters post was Elon lies (again)
sooo disapointed teslas promises, like roaster..
ROBＯ ?
For.
NOW, EV PRODUCTION doesn't mean LOT.
TIME to THINK THE BEST ECO CAR.
As far as Model 3,Y,S
are HERE.,
THAT'S ＳＵＰＥＲ‼️
Many kinds ❓
New MODEL❓
IF I WERE Elon,
I DO THE SAME.
ALWAYS, FOR GOOD,
３ KINDS's OK‼️
Think about your wife.
You LOVE HER ONLY.
Maybe, 2 friends who're
women.
Even ISLAM's up to 4 wives.
I LOVE THE ONE ONLY.
３ or ４ KINDS of MODEL're PERFECT NOW.
When THE TIME has COME,
I'm VERY SURE Elon SHOWS US ＳＵＰＥＲ
CAR‼️
NO NEED to BE NEGATIVE.
BELIEVE Elon ‼️
🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷🩷