It definitely was a bottleneck to the unrestricted replacement of workers by humanoid bots. Elon didn't want that impediment and was willing to pay hundreds of millions to remove it.
When I get an optimus I will save a tremendous amount of time. The optimus will sit and watch youtube all day and discuss on x/twitter. Then I have time to do some decent work. 🙂
Regarding KPIs, I think you may not realize that Tesla measures EVERYTHING. All employees have to install an app on their phone and they are all measured by numerous metrics.
Warren - the 2 NEW vehicles likey are HOT hatch & SUV 3 row compact 6-7 seater. Cyber SUV will be 7-8 seater like model X. but not made w/ expensive rear doors
My opinion is the same on whether FSD should be on ICE cars. As you mentioned, there is a lag in acceleration and deceleration in the ICE: in other words, ICE cars lag quick responsiveness
Warren - the Robotaxi platform are going to be the NEW more affordable model (S). Tesla likely delete model S/X , shifting PERFORMANCE model 3/Y to Luxury segment.
I'm only 58 and I'm in good health so I should be fine. Older stock holders can pass non-IRA stock to their heirs with a step up in cost basis, saving a lot in capital gains taxes.
@@WarrenRedlich I was really meaning how long is a long path and is it too long for the older shock holders not to miss out and reap the rewards for holding out.
@@larropowell3658 depends what you mean by missing out. If you're fine with the stock going to $1200, that's one thing. If you're waiting for $10k, then you're going to have a really long wait.
Warren - Cybertruck SUV is likely, because Model S/X are going away, no makert in USA for S/X anymore. can be low as $80k and sell well , but wont happen until 2026- 27. as tesla will ramp Cybertruck.
@@WarrenRedlich - Remember, I think model S/X are on the chopping block. Cybertruck will remain a LUXURY vehicle. and the Cyber SUV will replace the Model X. Tesla will make Model 3/Y PERFORMANCE to fill in just under the Cybertruck/SUV price. then the TWO new models will be VALUE cars at lower price point - FIRST for Tesla. #1 - Compact 5 seat sedan/HATCH . #2 - Compact SUV 6 - 7 seater, 3 rows w/ conventional Doors. - possibly later a smaller conventional EV Truck.
Funny fact. If the cybertruck was made by ford or any other company, all tesla fans including musk would say, the car is an absolute disgrace to the car industry 😅
The other car companies don't have a rabid hoard fans and influencers to gaslight and bully others who point out Tesla's current situation. Elon Musk is a pathological liar and if his mouth is moving he is likely telling lies. If Optimus was operating anywhere near promised there would be endless videos on X showing it. All I've seen was Optimus slipping going down a slope and correcting in a almost human like fashion. Pure luck, a one off and nothing to do with readiness to deploy. Holding calls is death for a stock that is so devoid of direction and leadership.
@@markplott4820 I highly doubt that. When you look at humanoid robots in china they are far ahead of Optimus. Its the same for fsd. The problem for Tesla is they want to do everything at the same time. Just because they want to make robots for a year now they dont all of a sudden become world leader in robots.
Elon saw the Biden administration as a bottleneck and fixed that as well 🤣
Amen
😂😂😂
It definitely was a bottleneck to the unrestricted replacement of workers by humanoid bots. Elon didn't want that impediment and was willing to pay hundreds of millions to remove it.
Just don't say anything contrary to this. It gets deleted.
What gets deleted?
Do you want to ban automatic dishwashers and ATM machines to create jobs?
Warren cranking out the videos!! 👍
Yeah this would have been close to 2 hours long if I didn't break it up like this. Need to rethink how I do these in the future.
Thanks for watching!
@@WarrenRedlichI think it worked out well !
Thanks. I think next quarter I'm going to do only short videos instead of these long ones. Not many views.
@@WarrenRedlich understood, but I loved the format. It covers everything perfectly.
@@WarrenRedlichplease reconsider. your views are refreshing and well appreciated. I would like to follow up with part 4 :-)
Thank you Warren for the videos.
Thank you. Not getting a lot of views on this series. I think next quarter I'm going to shift to a series of shorter videos.
GREAT VIDEO & THANK YOU 🙏
When I get an optimus I will save a tremendous amount of time. The optimus will sit and watch youtube all day and discuss on x/twitter. Then I have time to do some decent work. 🙂
Imagine 100 mill Optimus discussing on blue sky, x, etc. It will be a crowded place.
My bet is Optimus will have Starlink connectivity
Another great video from Warren.
Thanks
Regarding KPIs, I think you may not realize that Tesla measures EVERYTHING. All employees have to install an app on their phone and they are all measured by numerous metrics.
I am aware
Great videos!
Minus annoying habit, thankyou
Which annoying habit? I only have one?
Warren - the 2 NEW vehicles likey are HOT hatch & SUV 3 row compact 6-7 seater.
Cyber SUV will be 7-8 seater like model X.
but not made w/ expensive rear doors
I don't think it's Cyber SUV
@ - I suppose , Tesla could eliminate the model S/X , for 1 Luxury SUV w/ conventional Doors.
My opinion is the same on whether FSD should be on ICE cars. As you mentioned, there is a lag in acceleration and deceleration in the ICE: in other words, ICE cars lag quick responsiveness
ICE = irrelevant.
maybe there will be a more affordable model 3
It's already MORE affordable.
FSD on ice cars is a sure thing
NOPE.
What to expect in q1? Maybe only 300 000 cars?
Get a life troll
Warren - the Robotaxi platform are going to be the NEW more affordable model (S).
Tesla likely delete model S/X , shifting PERFORMANCE model 3/Y to Luxury segment.
The affordable model is going to be a SR, brought back at $35k.
I think they should upgrade HW3 to HW4 for free or you can pay up maybe $1,000 or $2,000 for HW5
You mentioned a long path to the real value. Do you think you will be alive by then as the older stock holders are at a disadvantage as in less time.
I'm only 58 and I'm in good health so I should be fine. Older stock holders can pass non-IRA stock to their heirs with a step up in cost basis, saving a lot in capital gains taxes.
@@WarrenRedlich I was really meaning how long is a long path and is it too long for the older shock holders not to miss out and reap the rewards for holding out.
@@larropowell3658 depends what you mean by missing out. If you're fine with the stock going to $1200, that's one thing. If you're waiting for $10k, then you're going to have a really long wait.
I think we will see large gains this year and massive gains in 3-5 years.
Elon saying Tesla will be battery constrained should indicate the priority for him and his staff. Then regulatory issues.
I heard that they have enough 4680 for 130k cyber trucks. What type of battery is he referring to as constrained?
I think is 2170 in the US that's the problem
And maybe LFP in the US
Warren - Cybertruck SUV is likely, because Model S/X are going away, no makert in USA for S/X anymore.
can be low as $80k and sell well , but wont happen until 2026- 27.
as tesla will ramp Cybertruck.
CyberSUV would be too expensive. The goal is to sell more cars.
@@WarrenRedlich - Remember, I think model S/X are on the chopping block.
Cybertruck will remain a LUXURY vehicle.
and the Cyber SUV will replace the Model X.
Tesla will make Model 3/Y PERFORMANCE to fill in just under the Cybertruck/SUV price.
then the TWO new models will be VALUE cars at lower price point - FIRST for Tesla.
#1 - Compact 5 seat sedan/HATCH .
#2 - Compact SUV 6 - 7 seater, 3 rows w/ conventional Doors.
- possibly later a smaller conventional EV Truck.
@@WarrenRedlich - yes, Tesla will sell more , lower priced units compact car/CUV.
Second!!!
Funny fact. If the cybertruck was made by ford or any other company, all tesla fans including musk would say, the car is an absolute disgrace to the car industry 😅
Your comment is stupid
The other car companies don't have a rabid hoard fans and influencers to gaslight and bully others who point out Tesla's current situation. Elon Musk is a pathological liar and if his mouth is moving he is likely telling lies. If Optimus was operating anywhere near promised there would be endless videos on X showing it. All I've seen was Optimus slipping going down a slope and correcting in a almost human like fashion. Pure luck, a one off and nothing to do with readiness to deploy. Holding calls is death for a stock that is so devoid of direction and leadership.
Most of us get excited about other EVs, including F150 Lightning, Mustang EV, Rivians, etc. I've been raving about Chinese EVs.
FUD motors & gm can't even make a COMPELLING car......lol😂
@ EXACTLY !
I dont think robotaxi will be a cash cow. Many companies will bring fsd to the market at the same time and the margins will be very low.
Thank you for generating so many comments and helping Warren’s UA-cam. Clearly you do not have a life.
How do the other companies bring FSD to market? I don't get that one.
Tesla FSD is a GLOBAL leader
@@LJ-jq8og you are right. Im struggling. Im waiting for the Optimus robot to take over my UA-cam watching and chatting so I can do some decent work.
@@markplott4820 I highly doubt that. When you look at humanoid robots in china they are far ahead of Optimus. Its the same for fsd. The problem for Tesla is they want to do everything at the same time. Just because they want to make robots for a year now they dont all of a sudden become world leader in robots.